Reset, Refocus, and Crush Your Goals This Quarter
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Weekly Tips & Tricks

Hey there,

 

Q2 is here. If you want momentum, now's the time to build it.

 

Here are three small habits that make a big impact:

1. Daily Huddle
Keep it fast (15 minutes or less) and focused. This isn’t a to-do list roll call. Instead, come prepared with an update that pushes your priorities forward and connects to at least one other person in the room. Example: "Bob, I’m talking to the client you closed last week about integrations—they’re going to be a great account." That kind of context drives alignment and action. This is a great "rules of the road" download to share with the team. 

 

2. Short Priority Update
Already running a daily huddle? Add 10 minutes once a week for Company or Parent Priority owners to give a quick update. Reconnect your team to why each priority matters and how it moves the company forward. Just a few minutes goes a long way.

 

3. Track Leading KPIs
You know your lagging numbers: revenue, profit, new customers. But what daily or weekly actions lead to those results? Identify your leading indicators, tie them to your priorities, and make them visible. Dashboards, 1:1s, team meetings—these numbers belong in all of them.

 

These are simple habits, but they bring focus, accountability, and real progress.

Need help setting this up? The Align Academy has quick tips for getting started.

 

Ask Align - New Format - Setup eNPS

We're trying something new in Ask Align 3 times per week! 

  • Focus Topic: First 10 minutes will focus on setting up your eNPS survey and other items in the Culture Tab. 
  • Open Q&A: The remaining time will be spent on open Q&A about any topic, feature, or even your individual account.  Think of this as open office hours like your college professor may have had! 

Ask Align is the best way to get FREE technical training and Advisory services.  We also love hearing product feedback and success stories.  Help us help you!  Please give us your feedback to make Align Customer Success work for your needs.  Email advisor@aligntoday.com or share at Ask Align!

Here’s to smart moves today and big wins tomorrow!

 

The Align Team

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