Align Services

Our services are built with your success in mind. It takes commitment from your entire organization to successfully accomplish your goals, let us help you get there.

Personalized Services

Align Advisors have expertise in working with hundreds of executives and teams.  We can help with your unique growth path during your first 90 days, after mergers/acquisitions, during high growth years, or whatever your unique case may be. Additional services may be purchased a la carte for accounts on any package level.

All subscription levels have many resources available including the FAQ help pages in the software, Onboarding checklist with How-To Video Playlists, Align Academy, and up to 3 small group technical training sessions in your first 90 days with your Align Advisor all included with the initial onboarding costs.

Under 35 User Tier/SMB: Up to 3 technical training sessions in your first 90 days with your Align Advisor. SMB companies have the option to upgrade to the Advanced Onboarding Course and add the Coach videos.

35+ User Tiers: Mid-size companies include the standard 3 technical training sessions plus the Advanced Onboarding course plus quarterly check-ins with your dedicated Customer Success Advisor. Mid-size accounts can add Coach videos to their onboarding course in the first 90 days of their subscription.

100 + User Tiers: Larger companies have all of this included plus a dedicated customer success advisor with a custom onboarding and roll out plan.

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  • Great for the company who understands their business methodology, but wants Advisor led guidance on the software itself.
  • Get your company in gear. By the end of the 8 sessions you will know the software and have the technical knowledge to roll out to the full team.

Included in onboarding for Mid and Large size companies; SMB companies can add on this course for $549 in the first 90 days; All companies can take the course as a refresh after initial onboarding for $549.

More Details

You’ve got the tools to learn HOW to use the software, but sometimes you need more help with the WHY. 

Adding the coach created video tutorials in this course give you context to each of the different new habits that help you and your team understand WHY you need to do what you do.

Coaches use Align with their clients to expand the business methodology out to the full team.  If you don’t have a coach, but want additional explanation of some of the business habits you see in the software, this add-on is for you!
  • Everything in the Advisor Led Onboarding PLUS

  • Videos and tips from a Certified Coach for every session

  • 1 Hour of Coaching to tackle any of the topics you’ve learned

  • Access to the course for a full year

Cost: $700 Optional add-on for the Advisor Led Onboarding Course

Technical software training for the team. 

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!

$149 for 1 hour or $89 for ½ hour 

Everyone learns differently, bring your advisor onsite to teach the team in person.

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.

$1,500 per day + Travel & Expenses
Availability dependent on in-person comfort level of available Advisors

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Learn how the software can enhance your coaching practice!

Learn the ins and out of Align or the Scaling Up Scoreboard, how best to onboard your coaching clients, and how to help them get the most out of the software to speed up their implementation of your coaching methodology.

$250 includes four 30 minute sessions
(Free for Scaling Up certified coaches!)

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Every day you wait is a missed day of progress on your goals.

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