Why Advising?
We’ll spend time with your team using our expertise to help you make smarter moves and see progress on your goals. Your Sr. Advisor can help with things like a “Priority Audit” to look at your priorities page and guide you on items that may be better as tasks or critical numbers or talk through your process for getting priorities finished by the end of the quarter and share some of the best practices we’ve seen work with other companies or even review your huddles.
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 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 the technical approach (Activation call with your Advisor + accountability + execution calls), we’ll create a custom proposal that meets your company’s needs. This proposal may look like:
Step 1: Knowledge Transfer
Deep dive with your Advisor with 1-2 Additional phone calls focused on how your business currently runs so that we can create a custom proposal. If you have a business coach, we highly recommend including them in these calls to ensure our execution advising is in sync with their strategic coaching vision.
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
- 30 min sessions on zoom with screen shares during the time of the engagement.
- 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 become an expert fully depends on your previous experience, current preparation, and ability to rally your team to prioritize this work. Your Advisor is here to support your efforts and proactively provide advice.
What is my Investment?
In addition to participating in 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: $5000/Quarter includes a custom proposal with advising and execution sessions for 1 calendar quarter. Continue on for additional quarters for $5000/Quarter.
* Please note, this is an advising service, not implementation. We do offer Premium Implementation (data entry and account setup done by the Align team) or Integration Setup Services.
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. 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. Your Customer Success Advisor is an expert on the Align suite of software. They are not your business or accountability coach.
How do you work with my business coach?+
While your business coach focuses on the big picture strategy of the company, your Advisor will focus on the execution cascaded throughout the company. Your Advisor works closely with your business coach to understand and create a mutually acceptable plan that accomplishes the strategic objectives while also getting into the details with each manager and sometimes each individual.