Run your entire coaching practice in one place.
From the first planning session through the quarterly board overview — every client, every engagement, one account. Built into your coach account at no additional cost to you.
Included in your coach account — no additional cost to you
The Coach menu — every coaching tool lives under one menu in your existing account.
Engagement Plans
Your methodology, running the same way on every client.
Your practice stops depending on which clients you happen to have bandwidth for this month — the structure lives in the software, so an engagement holds its shape whether you are deep in it or three weeks out.
An Engagement Plan — structured and holding its shape across every client.
Coach Preparation
Walk into every planning session already knowing what is really going on.
Discovery you would otherwise spend a week chasing across calls and emails happens while you are working with other clients. Two steps, and you are in the room already knowing what matters.
Interview
Name the company, give us their website, and the agent builds its own context on that business before it speaks to anyone. This is not a form. Your participants are not filling anything out and they are not typing — each one has a real conversation with an agent that drills into every answer to get underneath the surface response.
Interview setup — pick the focus areas, set when you want the report, the agent handles the rest.
Brief
You get a 30-second read on the engagement, decision-grade insights, and the places where the CEO and the team see the business differently. It closes with a suggested plan for your session: opening questions and the threads worth pulling on. The plan is suggestive, not prescriptive — it tells you where to look, you decide how to coach it.
The Coach Brief — a 30-second read on the engagement, before you are in the room.
Scheduling and Coach Notes
Every client’s history in one place, not scattered across your own files.
Clients book time with you directly through Align, and every session has a home against the client record. Coach Notes let you remind yourself of the details before a checkin or strategy session — private to you and your team.
Coach Notes — the details from your last session, waiting for you before the next one.
Priorities, Metrics, and Huddles
Know a client is drifting while you can still do something about it.
You see whether the plan you built together is actually moving — without waiting for the next call to find out. Spotting the slip in week four makes you indispensable. Finding out at the quarterly makes you reactive.
Resources
Deliver your IP once, and see who is actually using it.
Share your frameworks and tools across your whole book instead of rebuilding them for every engagement. You get download visibility back, so you know which clients are leaning in and which have gone quiet — long before it becomes a renewal conversation.
Your Resources —shared once, with a real Downloads column showing who’s actually opening them.
Real-Time Stats
See which clients are actually executing, without opening a single account.
Pull up your client list and see execution metrics for every company you coach, side by side. You find out who is slipping before your next call with them — not during it.
The more of your practice lives here, the more that view is worth.
Live, not last-updated — the same real-time view your client sees, for every client on your list.
Smart Pulse Report
Show your value in the room where renewal gets decided.
If your client has been running huddles, tracking Priorities, and managing KPIs in Align, they have been building the foundation for their quarterly overview without realizing it. One click assembles a structured, presentation-ready draft from Priorities, KPIs, Annual Initiatives, and the OPSP — fit for a board meeting, a leadership review, or your own coaching session.
That overview becomes the starting point for the next planning session — the cycle begins again.
A Smart Pulse Report — assembled in one click from Priorities, KPIs, and the OPSP. Shown here with sandbox figures.
Frequently Asked Questions
Does this cost my clients anything?+
Your coach account is free — there's no extra cost to you for anything on this page. Each client must have their own paid Align account.
Can I use my own methodology?+
Your own. Align works with any planning framework — Scaling Up, EOS/Traction, OKRs, or a system you built yourself. It's the execution layer, not a methodology.
What happens to my notes and history if a client leaves?+
Nothing gets lost. Every session, note, and interview stays tied to the client's record in your account, whether that client is active, paused, or gone.
One client gives you a tool. Your whole book gives you a practice.
Run Align across every engagement and you get something no single client view can give you: every plan, every trajectory, and every client at risk, in one place. A coach running three clients here has three tools. A coach running all of them has a practice they can see.
Included in your coach account. No additional cost to you.