Intensive Onboarding

Why Intensive Onboarding?

As an expert on the capabilities of this powerful software, your Align Advisor will be there to facilitate your learning,teach you the ins and outs of the software, and hold you accountable in a live, hands on setting.

Give your team the jump start to dive in and start using the software faster and more efficiently.

Let us:

Understand your business requirements
Use a consultative approach to create the best configuration plan using our knowledge of best practices and your business
Guide you with UNLIMITED 30-minute execution sessions to implement your plan

So that you can:

Get the strategy out of your head and into practice
See results fast by implementing good business habits seamlessly in your organization

What is the process?

In addition to the standard onboarding that focuses on your strategic approach (Activation call with your Advisor + accountability + execution calls)

Step 1: Knowledge Transfer

Deep dive with your Customer Success Advisor with 1-2 Additional phone calls focused on how your business currently runs so that we can translate that into the Software Rollout Plan by identifying the Critical Path.

Step 2: Plan Approval & Scheduling

Review the Software Rollout Plan presented by your Advisor and determine the appropriate cadence for deep dive sessions.
Schedule the recurring deep dive sessions – be sure to include the Decision Maker and all Align Champions.
Schedule any team trainings in advance so you hold yourself accountable.

Step 3: Execution

Unlimited 30 min sessions on zoom with screen shares in the 90 day onboarding period.
Your team does the work to identify the information, talk internally about the changes and the “why” and begin to use the software. The amount of time it takes to onboard fully depends on your previous experience, current preparation, and ability to rally your team to get this initial work finished. Your Advisor is here to support your efforts!

What is my Investment?

In addition to the unlimited 30-min advising and execution sessions, you will be asked to prepare for the meetings with specific deliverables to make the most of our time together.

Investment: $3000 includes a custom roll out and configuration plan, and unlimited advising and execution sessions

* DIY Integration setup is supported, other integration services are not included. Click here to find out more about the integration setup service
Does your company do better “in person” than on Zoom? Ask about onsite execution of your Software Configuration Plan.

Frequently Asked Questions

Why should I invest in Premium when Onboarding is included?

Get started faster with Premium services.

Premium services are offered on top of the onboarding included in your tier. To view the onboarding services – click here!

Every account gets an Activation Call with their Customer Success Advisor(CSA) as part of the normal onboarding services. With a premium package, this Activation Call will give your CSA the understanding of your company and your software expectations to create the implementation plan. An additional kickoff style call may be needed for clarification!

What is the difference between Software Consulting and my Business Coach?

Although your Customer Success Advisor is involved with hundreds of clients and are incredibly adept at the various business methodologies and good business habits we support, they are not a business coach! We are happy to partner with your business coach to capitalize on each individual’s expertise appropriately.

A business coach helps with specific business strategy and the content of your strategic plan and related goals. The coach will push you in the right areas and guide you to growing your business based on the training and years of experience they have. A coach will hold you accountable to the specific business strategy you develop together.

Your Customer Success Advisor is an expert on the Align suite of software. They are not your business or accountability coach. They are here to make sure you accomplish your goals as it pertains to execution of the software, not building out the content of your priorities or strategic plan.