Align

You Set the Goals. Getting Your Team to Execute on Them Every Week Is the Hard Part.

Insights by Aligngives everyone on your team visibility into what matters, who owns it, and if it’s advancing. (Updated automatically!)

  • Hit more quarterly targets— because your team knows what they own and why it matters
  • Real-time KPIsupdated automatically — no spreadsheet wrangling before every meeting
  • Every person sees how their work connects to this quarter’s goals
  • Your entire strategy in one living document your whole team can actually find
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Solid team working toward big growth goals

You have a solid team and big growth goals.

Is the goal to gain Market Share? 2X Annual Revenue? Maybe position the company for Acquisition?

Every year, you sit down and build what feels like a great strategic plan.

Then February happens.

The plan gets filed away. Your leadership team gets pulled back into the day-to-day. KPIs aren’t updated. Goals are quietly forgotten.

And by Q2, you’re not executing the strategy — you’re just running the business.

Your people aren’t the problem. They’re working hard. The problem is that there’s no system keeping your goals visible from one week to the next. No single place where everyone can see what matters, who owns it, and whether it’s moving.

So the urgent wins over the important, every time. The plan you spent two days building in December sits in a folder while your team makes decisions based on whatever’s in front of them that day.

What We Know About You

You didn’t build a $5M–$10M business by being unfocused. You got here through grit, smart decisions, and a team you believe in.

But there’s a version of your company that’s doing $20M (maybe $30M+) and the gap between here and there isn’t vision. It isn’t effort.

It’s consistent, week-over-week execution. And most leadership teams never find a system for it.

Every quarter without that system is another quarter lost.

Insights by Align

Insights by Align is the system that keeps your strategy alive after the planning retreat ends; visible to every person on your team, updated automatically, and tied directly to what you’re trying to accomplish this quarter.

See Your Strategy in One Focus Hub — Free for 7 Days

$100/month · Includes 20 seats · No Credit Card Required for Trial

A strategic plan your team can’t see is a plan that doesn’t run.

A one-page plan in a conference room or a slide deck that gets emailed out after the retreat does one thing: it satisfies the planning process.

When your strategy isn’t embedded in your team’s weekly rhythm, your best people default to whatever feels most urgent that day instead of what actually matters.

When people can’t connect their work to the company’s priorities, execution breaks at every level.

People work hard. They just aren’t always working toward the right things.

Real alignment means your VP and your department lead can both answer the same question without hesitation: What am I doing this week that moves us toward where we’re going? When they can’t, the strategy you built in Q4 stays a document — and doesn’t become a result.

Data you look at once a month isn’t driving decisions — it’s documenting history.

If your critical numbers live in a spreadsheet that takes 20 minutes to update and another 20 to interpret, they are not informing your team’s week.

They’re showing up at the quarterly review to explain what already went wrong.

Real-time, automated KPI tracking is what creates a team where data leads action — not the other way around.

When Your Team is Truly Aligned:

Imagine it’s a Tuesday morning, 5 minutes before your first meeting:

You open Insights by Align on your phone. In under 3 minutes, you know:

  • Exactly which quarterly goals are on track — and which need attention
  • Who owns what, and whether it’s moving
  • Updated, real-time KPIs (no spreadsheet wrangling required)
  • Momentum is building toward your annual growth goal
Insights by Align dashboard
Try It Free — Get Set Up in Under an Hour

$100/month · Includes 20 seats · No Credit Card Required for Trial

What’s Inside Insights

One Page Strategic Plan in Align

Your entire company strategy — vision, values, annual and quarterly goals — captured in a single living document that your whole team can see and reference at any time.

CEO working at a standing desk

Is Insights Right For You?

Insights by Align was built for a specific kind of leader. You’ll get the most out of it if:

  • You’re leading a company with a real aspiration to double revenue in the next two to three years.
  • You have a team in place — but execution feels scattered, and you’re not confident your people know what to prioritize week to week.
  • You’ve tried annual planning, quarterly kick-offs, or project management tools — and something still isn’t clicking.
  • You want visibility into your business without having to be the one holding it all together.
  • You’re ready for a simple, low-friction starting point — not a months-long implementation project.
  • This is not the right fit if you’re looking for a task management tool, a CRM, or a project tracker. Insights is a strategic execution platform. It’s built to keep your biggest quarterly priorities alive in your team’s day-to-day.

What Leaders Are Saying

DMSS logo

I had a 30-page strategic plan that nobody ever read. The one-page concept just made sense. Everything in one place created a culture of ownership; each person having ownership of a number made accountability real. Read More

Darrell MortonOwner
Magnolia Physical Therapy logo

You set massive goals and get off to a great start in January when we're motivated. But then we have the same meeting next year, and see how short we fell on the 'priorities'. Now we have a tool to help us track daily, so there is no way we could forget about the priorities. Read More

Beth WinklerCEO
MaxHome logo

Looking back, we were just a bunch of people talking about goals without accomplishing any of them. We didn't have the tools to follow through on solutions. Read More

Larry ClossCEO

Insights vs. Your Other Options

OptionWhat it gives youWhat’s Missing
Annual Planning RetreatEnthusiasm & a solid planNo system to keep it alive week to week
SpreadsheetsFlexibility and low costNo real-time visibility, no accountability, no habit
General Project Tools (Asana, Monday, Clickup)Task trackingNot built for strategy — tasks are disconnect from goals
Heavy Enterprise SoftwareDeep functionalityMonths to implement, steep learning curve, overkill for your stage
Insights by AlignSimple, visible, actionable strategic executionComplete for your stage. No implementation cost, no overkill, no missing pieces.

Frequently Asked Questions

How quickly can we get set up?+

Most teams are up and running within a week. Insights is designed to be simple enough to start seeing value immediately.

We already have a strategic plan. Can we use it?+

Absolutely. Insights works with any planning framework — Scaling Up, EOS/Traction, OKRs, or your own home-grown process. It's the execution layer, not the planning methodology.

Do we need a consultant or coach to use this?+

No. Insights is built for self-directed teams. That said, if you're working with a business coach, Insights integrates beautifully with coaching engagements — many coaches require it for their clients.

What if our team isn't disciplined about updating things?+

That's exactly why the API integrations matter — your KPIs can update automatically. And the Cascading Priority Ownership structure creates natural accountability: when ownership is visible to the whole team, people stay current without being nagged.

Is this the same as the full Align platform?+

Insights is the starting layer of Align — the essential execution infrastructure without the full feature set. It's the ideal starting point for a $5M–$10M company that's ready to build a culture of execution. When your needs grow, upgrading to the full platform is seamless.

What does $100/month actually get us?+

Up to 20 seats — meaning your entire leadership team and key contributors can be inside the platform. That's less than $5 per person per month to build an execution culture that could be worth millions in additional revenue.

Try it FREE for 7 Days

We’re not asking for a leap of faith. Try Insights by Align free for 7 days — no credit card commitment, no implementation headache, no lengthy onboarding before you see value.

If it doesn’t immediately make your team’s execution clearer and your own leadership easier, it’s simply not the right fit — and we’ll part as friends.

But if it does?

You’ll never go back to spreadsheets and kick-off slide decks again.

START YOUR 7-Day Free Trial

$100/month · Includes 20 seats · No Credit Card Required for Trial

Everything You Get For $100/mo

KPI & Target Hub

Real-time visibility into your most critical numbers

Cascading Ownership

Every person knows what they own and why it matters

One-Page Strategic Plan

Your living strategy document, visible to the whole team

Number Integrations

Automated metric updates so your dashboard is always current

20 Seats

Your whole team in the same system ($5/seat per month for additional seats)

Insights 101

Learning at your pace, focused on just the insights products

7-Day Free Trial

No risk, no long-term commitment required to start

You already have the plan. Now you need the system.