New Company Onboarding

Each company is unique! All subscription levels have many resources available including the FAQ help pages in the software, How-To Video Playlists, Onboarding Site with Checklist and How To videos, Align Academy with resources for the “why”, and up to 3 small group technical training sessions in your first 90 days with your Align Advisor.

SMB:  SMB companies can always upgrade to the Advisor led course or the Coach guided courses below.

35+ User Tiers: Mid-size companies include the 3 technical trainings sessions mentioned above plus the custom Advisor Led onboarding listed below.  Mid-size accounts can upgrade to a Coach guided onboarding course in the first 90 days of their subscription.

100 + User Tiers: Larger companies have all of this included plus a dedicated customer success advisor with a custom onboarding and roll out plan.

Advisor Led Onboarding Course

Great for the company who understands their business methodology, but wants Advisor led guidance on the software itself. Each company gets a customized website that they can use for up to 12 months!

By the end of the 8 session course you will know the basic software and have the technical knowledge to roll out to the full team.

Sessions Include: 3 Live Sessions for Q&A + 15 minute ad hoc checkins as needed in the first 90 days! A typical action session plan looks like this:

  • Why Software and Good Business Habits – LIVE Session
  • Getting started with Foundation
  • Get into your communication rhythm
  • Define Goals and Start to Measure
  • Expand past leadership – LIVE Session
  • Be a better manager
  • Analyze your business and Reports
  • Get ready for next quarter – LIVE SESSION