After years of helping clients meet goals, increase employee happiness, and create unparalleled focus, we’ve found that every business is unique in their path. However, the end goal is fairly similar…get results!

All subscription levels have many resources available including the Align Academy, Customer Success Team Support, a Kickoff Call to get started and so much more included with the initial onboarding costs.

The everyday user of Align will benefit from expert training on the “how to” of Align. Although the software is very user friendly, you may find that human interaction to guide you through your account works best for your business. Great for a train-the-trainer situation, new group employee onboarding, executive team refresh and more!

Book time with an Align Advisor to talk through the “why.” Our Advisors have helped hundreds of companies roll out Align, and this session often picks up where your onboarding left off.

Book a 1:1 session

Pick a topic below or bring your own. We tailor every session to your company.

Or build a course

Choose four 50-minute sessions, for yourself or a group of up to 10. Run them once a week, or all in one week with a day between each. Pick your own topics or start from a template: New Quarter Setup, Jump Start, Jump Start Restart or Manager Course.

Your Align Advisor facilitates a full team training, adopting company-wide habits and using a system to manage growth. They’ll share best practices and tailor the session to your specific business challenges.

Every company is unique in the technology they want to connect, your integration session will help identify which software in your tech stack you want to integrate, which integration works best to do so, and get you started. Additional sessions are available for purchase, talk to your Advisor!

As an Align Customer Success Advisor (CSA), we have helped hundreds of clients onboard and adopt the software to reinforce their good business habits. Although we are not coaches, we do have a unique perspective and skill set that can differentiate and level up your coaching sessions (or strategic planning sessions).

A typical engagement looks something like this:

Prior to the planning day – short strategy call between coach, CSA, and CEO/leader of the client team to:

• Strategize the best way to use the Advisor during the session
• Understand the clients’ needs and expectations for the day
• Share any knowledge from previous Align kickoff call, training, and planning session experience
• Create and share a detailed plan for the session with the coach and client

During Planning:

Eyes and Ears – As the coach, you focus on strategy, facilitation and the culture of the day. Let the Align CSA focus on:

• Answering software related questions
• Taking notes and providing implementation help for the strategy work being done
• Reviewing best practices for the rest of the quarter to execute the strategy you develop with your client
• Sharing follow-up resources to support your strategic facilitation

Use the Align Advisor as someone who can be an extra ear during your strategic planning sessions, with the knowledge of best practices in all areas of strategic planning and execution.