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 and 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.

What’s included in my onboarding?

Each company is unique! All subscription levels have many resources available including the FAQ help pages in the software, How-To Video Playlists, Align Academy, and the Onboarding checklist.  See below for details for your specific subscription tier.


  • New Company Onboarding

  • Small Group Technical Training

  • Advisor Led Onboarding Course

  • Coach Video Add On

  • Onsite Training

  • Courses for Coaches

Each company is unique! All subscription levels have many resources available including the FAQ help pages in the software, How-To Video Playlists, Align Academy, and the Onboarding checklist.

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 Advisor Led Course or add the Coach videos.

35+ User Tiers: Mid-size companies include the standard 3 technical training sessions plus the Advisor Led 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.

Small Group Training

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.

Sign up for Training

3 Hour Onboarding in the first 90 days, $447

A la carte: $149 for 1 hour or $89 for ½ hour

Guidance on how best to utilize the software to make the changes to your business you are seeking from the advisors who know the software best. Get the value of our experience onboarding and supporting thousands of executives and rolling out good habits to their teams.

Each company gets a customized website that they can use for up to 12 months + 8 customizable session with 3 Live Sessions for Q&A + 15 minute ad hoc checkins as needed in the first 90 days!

A typical action session plan looks like this:

  • Why Software and Good Business Habits – LIVE Session
  • Getting started with Foundation
  • Get into your communication rhythm
  • Define Goals and Start to Measure
  • Expand past leadership – LIVE Session
  • Be a better manager
  • Analyze your business and Reports
  • Get ready for next quarter – LIVE SESSION

Cost: $549 upgrade for SMB | included with 35+ User Tiers

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

  • Coach Videos and tips for every session

  • 1 Hour of Coaching to tackle any of the topics you’ve learned. This session should be scheduled after all of your 8 sessions are complete so that you get the most out of the time with your coach!

  • Access to the course for a full year!

Cost: $700 Upgrade to the Advisor Led Onboarding Course

Onsite Training

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.

Talk to an Advisor

$1,500 per day + Travel & Expenses

Introductory Course for Coaches

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.

Sign up for Coach Course

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