Welcome Business Coaches!
As a business coach, you are setting your clients up for success by using the software to reinforce all of the good business habits you teach.
- Your coach account is completely free for you to use for your own strategic planning and execution related to your coaching business.
- Add any of your coaching staff or assistants (at no cost) by navigating to Invite Users in the quick action menu in the software. Let us know if anyone else is a coach so that we can designate them as such so that they can create their own client accounts in the future.
Start to learn the software with:
- Basics Courses – Self-paced tutorials designed to give you a basic understanding of the software and guide you to get started quickly. Each course is 1-2 hours of material.
- Ask Align – 30 minutes, three days per week to ask the Align Advisors all of your questions. Join to get your own answers or listen to what others may have questions about!
Create a sandbox account to explore the software on your own!
From your Managed Companies page you can create and access a coach sandbox account.
The sandbox account is a fully populated account for a hypothetical company that already has a filled out one page strategic plan, critical numbers, established daily and weekly huddles and quarterly priorities that are measured and tracked.
Add a client
Congrats! Check out the steps below to get started.
Watch the Adding a Client Account video to the right to see a step by step walk through of the process!
Log in to your coach account and click on your account name in the top right corner to select “Manage Companies” from the drop down menu.
From the Manage Companies page, click the Create a Company button in the bottom right corner.
2 Options depending on Who Pays for the account.
When filling out the new company form, you must first notify us whether you anticipate the client paying for the subscription or whether the account will be activated through a coach master license account.
OPTION 1: Client Will Pay for the subscription
- Initial Contact: Once you fill out the new company form, an email will be sent to the main contact you identified at the company to let them know that their coach wants them to learn more about the software.
- Scheduling: The assigned Align Advisor will work with your client to schedule an introductory demo. You are encouraged to join this demo! We would LOVE to hear from you during our efforts to introduce the software to your clients! You are copied on all communication with your client, feel free to reply back to that email to get in touch with your Align Advisor. You can also always email advisor@aligntoday.com and we will make sure your Align Advisor sees that.
- Coach Access/Setup:You will have 21 days of access to this new client account should you wish to do any pre-work in the account while we work to “sell” the client on the software as part of your coaching engagement. We will invite you to the demo and keep you updated on our efforts. Please Note: Your client does NOT have access to the account until they activate their subscription.
OPTION 2: Coach or Coaching Organization will Pay for the subscription
If you anticipate paying for your client’s subscription through a coach master license, please select this option to create the account. Our coach team will send you a link to activate the account and get you started immediately.
What happens once the account is activated?
When the account is activated (either through a client subscription or through a coach master license), the client will be assigned a Customer Success Advisor, who will schedule an activation call to start the onboarding process.
Click here to find out more about new company onboarding. Please note, onboarding options are different for master license accounts, be sure to join Ask Align or email our coach team if you have any questions!
Frequently Asked Coach Questions
How do I login to my coach account?+
You can log into your coach account at aligntoday.com using your email address and password you set.
How do I add a current client who is not already using the software?+
Check out the instructions above!
I just started coaching a new client who already has an account, how do I get added to their account?+
Your client can add you to their account by going to the manage users tab and clicking “add coach” and make you an administrator.
Tip: Make sure they are using the same email address you use to login!
Please note, clients may only move to the master license agreement at their annual renewal. Please give us at least 30 days notice if you plan to move your client to your master license.
How do the Align Advisors work with my clients?+
The Align Advisors are your strategic partners to simplify adoption of the Align tools to support your coaching practices.
Be sure to let your clients’ advisor know which areas you will focus on first to ensure the activation call is focused appropriately.
The Align Advisors also run Ask Align, an open office hours where you and your clients can ask any questions! Be sure to add it to your calendar and let your clients know about this great resource.
I have a few clients already, how do I toggle between their accounts?+
The Manage Companies page is your hub to view all of your clients’ accounts. From this page, you can create new coaching client accounts, access the existing accounts of your coached clients, or access your coach sandbox account. To get to the Manage Companies page, click on the company name/down arrow in the upper right-hand corner of the software and go to Manage Companies as shown below.
To access the Manage Companies page:
- Login to your account.
- When you first log in, you should be taken to your Managed Companies page.
- If you are not automatically sent there, access the Managed Companies page by clicking on the company name in the upper right hand corner of the software.
I created a new client, but they decided not to go with the software, can I delete their account?+
If your client chooses not to subscribe, you can simply remove the company from your Manage Companies page through the trash can icon in the right-hand corner of the client tile.
I don't have a coach master license, but I would like to get one.+
Contact our coach team at support@aligntoday.com to begin the process and ask any questions about the program.
Coach Course
Learn the ins and out of Align or the Scaling Up Scoreboard, how best to onboard your coaching clients, and how to help them get the most out of the software to speed up their implementation of your coaching methodology.
$250 includes four 30 minute sessions
Looking for a general training on the software? Join Basics 101!
This is a hands-on, self-paced workshop designed for new companies and users, but it is open to any current user or coach.
Ask Align is also a great way to learn more and get your questions answered!