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Expert AI Automation Solutions
Driving Growth, Profitability
and Employee Productivity

Your AI and Automation team, implementing 
the most innovative technology, on time.

Book Your Complimentary AI Strategic Plan

If you had 1-5 days a week back, what would you do?

100’s of companies have future proofed their business with Align AI

AI and Automation in Every Department

AI and Automation Made Easy

Align AI provides you the bespoke strategy, implementation and team systems mastery training to achieve your goals

AI Agents

Intelligent virtual assistants to your team members that complete tasks, chat with prospects, customers and employees, boosting productivity and profit.

AI-Enhanced Automation

AI assisted automation and analysis within department specific software that support your team with complex processes and continuously improve over time.

Systems Automation

Automation within department specific software that either completes a task automatically or automates reminders for manual tasks.

AI and Systems Should be Considered a Key Executive

Are You Experiencing Disorganization, Missed Timelines, Burnout or Challenges Scaling?

Only 5% of company
AI implementations
are successful

The 3 reasons for failure
are lack of strategy, internal AI skills, and team adoption due to ineffective training.

Align Coach clients enjoy a 97%+ success rate,
2.5x the industry standard.

Finally the Solution that Works

Expert AI and Automation Team

  • Chief AI and Systems Officer
  • VP of AI Strategy
  • AI Systems Developers
  • AI Training and Support

AI and Systems Automation

Implementing the optimal tech stack to make each of your team roles and departments more productive and enjoyable

Automated KPI Dashboards

Real-time analytics for effective management, continuous improvement, and achieving strategic goals faster

The 4 innovative, technical and organized roles you need for less than the cost of 1 full time manager

3 Simple Steps to Achieve Your Goals Faster in Only 10 Weeks

1

3 Weeks

Align

Define Your Goals

  • Audit KPIs, AI and Systems
  • AI and Automation Strategy Plan
  • AI Adoption Training

2

5 Weeks

Automate

Add 1 Day Week of Productivity

  • Implement AI and Automation Enhanced Workflows
  • Team Systems Mastery Training

3

2 Weeks

Achieve

Achieve Goals Faster

  • Automated KPI & OKR Dashboards
  • Continuous Systems Improvement
  • Project Management Excellence

Curated AI and Automation Technologies

AI Agents

salesforce
salesforce
salesforce
salesforce
salesforce
salesforce

CRM and Marketing

salesforce
salesforce
salesforce
salesforce
salesforce
salesforce

Project Management, Client Success

salesforce
salesforce
salesforce
salesforce
salesforce

Finance, Executive and HR

salesforce
salesforce
salesforce
salesforce
salesforce
salesforce

And So Many More

Providing You Transformative Value in The Sales Process

Intro Align Session

30 minutes

Analyze your challenges and priorities and learn about how AI and Automation will improve your business.

Shared Vision Session

60 minutes

Align AI experts will share an AI and Systems Strategic Plan, providing you clarity on the most impactful opportunities to improve your business.

Complimentary AI and Automation Strategic Plan*

$2,800 Value

*For Qualified Opportunities Only

Strategy Summary

Opportunity Recommendations

It's time to Achieve
your Business Goals with AI

Align Coach Uses Neuroscience, AI and Software Automation to Enhance Your Team Members.

Book Your Complimentary AI Strategic Plan

+ 20%

Profitability

Harvard Study of 20,000 employees showed a 20% increase in profitability in companies that focused on emotional intelligence, AI and systems training.

+ 60%

Cost Savings

Save $6 in Health and Absenteeism cost for every $1 spent on culture systems.

+ 65%

Retention

Companies that implement Ai and Automation Systems see a 65% increase in employee retention.

+ 4 Days

Productivity

20% increase in employee productivity, or 4 days per month with AI and Systems Automation

Case Study: AI-Enhanced Team Member

Ellie Mclaughlin

Head of Sales

The Armada
A leading Private Membership Community

1 day/week
of sales admin automated and regained

$19,200 a year
in increased productivity

47% Increase
in Employee Satisfaction

103% of revenue
goal achieved

78% client
renewal rate

57% shorter
sales cycle

Time Saved with AI and Systems Automated Functions

Weekly Task:

  • AI assisted writing of automated email sequences
  • AI powered deal updates
  • AI automated pipeline management
  • Automated prospect scheduling
  • AI automated lead scoring
  • Automated text sequences
  • Automated reporting & dashboard updates
  • AI powered KPI dashboard analysis
  • Automated proposal and contract signing
  • Automated invoicing
  • Automated feedback surveys

Manual time

  • 2 Hours
  • 30 Min
  • 45 Min
  • 30 Min
  • 1 Hour
  • 30 Min
  • 30 Min
  • 1 Hour
  • 30 Min
  • 20 Min
  • 30 Min

After Align’s Automation Solution

  • 5 Min
  • 0 Min
  • 5 Min
  • 0 Min
  • 10 Min
  • 0 Min
  • 0 Min
  • 0 Min
  • 0 Min
  • 0 Min
  • 0 Min

Total:

8.25 Hours

20 Minutes

Tech Stack Implemented

Achieve Goals Faster with
AI and Automation in each Department

Sales Department

1

Time Saved with AI and Systems Automated Functions

Weekly Task:
  • Lead Qualification and Prioritization
  • Activity Tracking, Outreach & Follow-ups:
  • Prospect Scheduling:
  • Prospect Data Entry & Updates:
  • Pipeline Forecasting & KPI Insights:
  • Proposal & Contract Automation:
Manual Time:
  • 10 hours
  • 15 hours
  • 7 hours
  • 15 hours
  • 8 hours
  • 6 hours
Time Saved
  • 7 hours
  • 10 hours
  • 5 hours
  • 8 hours
  • 6 hours
  • 4 hours

Total

61 hours

50 hours

Monthly Productivity Hours Added

200 Hours

Annual Productivity Value Added

$120,000

2

AI Enhanced
Team Members

  • Chief Revenue Officer
  • VP of Sales
  • Sales Manager
  • Sales or Biz Development Rep
  • Account Executive
  • Sales Coordinator

3

KPIs Improved

  • Sales Productivity
  • Number of Sales
  • Sales Cycle Speed
  • Sales Conversion Rate
  • Revenue Per Sale
  • Forecast Accuracy

Example Tech Stack

AI and Automated CRM

Automated Sales KPI Dashboard

1

Time Saved with AI and Systems Automated Functions

Weekly Task:
  • Content Creation:
  • Content Marketing Automation:
  • Channel Campaign Optimization:
  • Marketing Project Management:
  • Performance Analytics & Insights:
Manual Time:
  • 18 hours
  • 10 hours
  • 12 hours
  • 12 hours
  • 9 hours
Time Saved
  • 12 hours
  • 6 hours
  • 9 hours
  • 5 hours
  • 6 hours

Total

61 hours

38 hours

Monthly Productivity Hours Added

152 Hours

Annual Productivity Value Added

$91,200

2

AI Enhanced
Team Members

  • Chief Marketing Officer
  • VP of Marketing
  • Marketing Manager
  • Media Buyer
  • Content Strategist
  • Marketing Coordinator

3

KPIs Improved

  • Number of Qualified
  • Opportunities
  • Number of Qualified Meetings
  • Conversion By Channel
  • Cost Per Sale
  • Revenue Per Sale
  • Return on Ad Spend

Example Tech Stack

AI and Automated Marketing

Automated Marketing KPI Dashboard

1

Time Saved with AI and Systems Automated Functions

Weekly Task:
  • Project and Resource Planning:
  • Workflow Optimization & Automation:
  • Task & Project Management:
  • Data Entry & Report Generation:
  • Project Reporting Analytics:
Manual Time:
  • 10 hours
  • 12 hours
  • 10 hours
  • 20 hours
  • 9 hours
Time Saved
  • 6 hours
  • 8 hours
  • 7 hours
  • 15 hours
  • 6 hours

Total

61 hours

42 hours

Monthly Productivity Hours Added

168 Hours

Annual Productivity Value Added

$100,800

2

AI Enhanced
Team Members

  • Chief Operating Officer
  • VP of Operations
  • Director of Business Processes
  • Operations Manager
  • Operations Coordinator
  • Process Analyst

3

KPIs Improved

  • KPIs Impacted
  • On-Time Completion
  • Percentage
  • Team Utilization
  • Budgets Time vs. Actual
  • Budgets Cost vs. Actual
  • Project Efficiency
  • Total Project Cost

Example Tech Stack

AI and Automated Project Management

Automated Project KPI Dashboard

1

Time Saved with AI and Systems Automated Functions

Weekly Task:
  • Candidate Sourcing and Screening:
  • Interview Scheduling & Coordination:
  • Employee Onboarding & Training:
  • HR Analytics & Workforce Planning:
  • Employee Satisfaction Tracking & Surveys:
  • Payroll & Benefits Management:
Manual Time:
  • 12 hours
  • 8 hours
  • 10 hours
  • 9 hours
  • 7 hours
  • 10 hours
Time Saved
  • 9 hours
  • 6 hours
  • 6 hours
  • 6 hours
  • 5 hours
  • 7 hours

Total

56 hours

39 hours

Monthly Productivity Hours Added

156 Hours

Annual Productivity Value Added

$96,600

2

AI Enhanced
Team Members

  • Chief Human Resources Officer
  • VP of Talent & Culture
  • HR Manager
  • Recruiter
  • Employee Relations Specialist
  • Mindset Coach

3

KPIs Improved

  • Time to Hire
  • Cost Per Hire
  • Hiring Efficiency
  • Employee Retention
  • Workforce Productivity
  • Employee Satisfaction

Example Tech Stack

AI and Automated Recruiting and Onboarding

Automated Human Resources Dashboard

1

Time Saved with AI and Systems Automated Functions

Weekly Task:
  • Expense & Budget Management:
  • Vendor Management & Accounts Payable:
  • Invoice Processing & Accounts Receivable:
  • Financial Forecasting & Risk Analysis:
  • Tax Compliance & Audits:
Manual Time:
  • 10 hours
  • 9 hours
  • 12 hours
  • 10 hours
  • 8 hours
Time Saved
  • 6 hours
  • 5 hours
  • 8 hours
  • 7 hours
  • 6 hours

Total

47 hours

32 hours

Monthly Productivity Hours Added

128 Hours

Annual Productivity Value Added

$76,800

2

AI Enhanced
Team Members

  • Chief Financial Officer
  • VP of Finance
  • Finance Manager
  • Bookkeeper
  • AR/AP Manager
  • Financial Coordinator

3

KPIs Improved

  • Budget Accuracy
  • Processing Speed
  • Forecast Accuracy
  • Cost Savings

Example Tech Stack

AI and Automated Financial Management

Automated Financial Dashboard

1

Time Saved with AI and Systems Automated Functions

Weekly Task:
  • Customer Support
  • Customer Surveys & Sentiment Analysis:
  • Customer Outreach & Engagement:
  • Renewal & Upsell Tracking:
  • Ticket Resolution:
  • Onboarding & Systems Training:
  • Onboarding & Systems Training:
Manual Time:
  • 12 hours
  • 9 hours
  • 7 hours
  • 10 hours
  • 10 hours
  • 11 hours
  • 8 hours
Time Saved
  • 8 hours
  • 5 hours
  • 5 hours
  • 7 hours
  • 5 hours
  • 8 hours
  • 4 hours

Total

61 hours

40 hours

Monthly Productivity Hours Added

132 Hours

Annual Productivity Value Added

$79,200

2

AI Enhanced
Team Members

  • Chief Client Officer
  • VP of Client Success
  • Client Success Manager
  • Client Support Specialist
  • Client Success Coordinator
  • Client Experience Analysis

3

KPIs Improved

  • Client Response Time
  • Client Retention Rate
  • NPS Scores
  • Client Lifetime Value
  • Client Upsell Revenue
  • Ticket Resolution Time
  • Client Adoption Rat

Example Tech Stack

AI and Automated Financial Management

Automated Financial Dashboard

Systems Manage So People Can Lead

Enjoy the Benefits of Align AI and Systems Automation

Simple and Efficient Solutions

Add 1-5 days per week

Give yourself the advantage of AI and Systems Automation leading to measurable 20%+ efficiency increases, consistent improvements in systems and achievement of goals faster

Cost Savings

$100,000 to $1M+ annually

Measurable cost savings through eliminating paying for repetitive manual and admin tasks with automation

Employee Satisfaction

20%+ Increases

Reporting 20%+ increases in employee satisfaction after Align Coach AI and Systems Implementations due to learning new technologies and spending more time in their zone of genius and passion.

Increase Millions In Revenue

+ $1M

Measurable results of 50% – 6,000% increases in revenue through improved sales, client retention, and increased efficiency.

10,000’s of Team Members Have Achieved Goals Faster With Align Coaching Solutions

FBInsights.com Case Study By Align Coach

FBInsights Case Study By Align Coach The leading centralized data platform that ingests, standardizes, and enriches rest... Read more

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Veronica Zemon

VP of Business Development

The Align AI made my vision into reality in 10 weeks. Their Chief AI Officer created the Strategy, AI Developers impleme... Read more

Geoship Case Study By Align Coach

Geoship Case Study By Align Coach Regenerative bioceramic geodesic home manufacturer in California bringing together aff... Read more

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Micha Mikailian

CEO

Having Align AI as a fractional AI and Automation team allowed me to focus on investor and sales growth on a foundation... Read more

Landhold.com Case Study by Align Coach

Landhold Case Study By Align Coach Property Development firm with a proven track record spanning over 30 years, with ove... Read more

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Harrison Baum

Land & Acquisitions

The Align AI made my vision into reality in 10 weeks. Their Chief AI Officer created the Strategy, AI Developers impleme... Read more

The Armada Complete Mindset and Digital Transformation

Align Coach is thrilled to share another successful digital transformation for The Armada a top global private membershi... Read more

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Roman Tsunder

Founder The Armada

The Align Coach Align, Automate, Achieve methodology has elevated me as founder, being able to reduce management time, s... Read more

What Aligned CEO's Have to Say

Book Your Complimentary AI Strategic Plan

The Align, Automate, Achieve AI and Systems Implementation Solutions are Easy to Use, Efficient, and Effective in Helping Your Team Achieve Their Goals Faster in Just 10 Weeks

Simple Onboarding

1 Hour Welcome Session with an Align Coach AI and Systems Specialist

  • The Align team guides you every step of the way with a transparent Project Plan
  • Weekly Implementation Meetings are scheduled to meet project timelines and goals
  • Systems Mastery Training to set up your team up for successful adoption

A Proven Methodology to Finally Implement Scalable AI and Systems Automation Powered Operations

Just 2-3 hours per week of Project Champions time for 10 weeks of implementation

4 Sessions

1 Hour

AI and Systems Implementation Sessions

  • Led by expert Align VP of AI and Systems Automation Team
  • Implementing systems to make team members more efficient, focused, profitable and happy.
  • Training Team Members to understand, adopt and continuously improve the systems.

4 Sessions

30 Minutes

1:1 Project Management Support Sessions

  • Each team member receives weekly project management support personalized to their needs
  • Training on how to use systems, tasks management, and continuous improvement mindset creates full systems adoption, strategic thinking and additional functions that can be automated.
  • Team members become more satisfied, productive and excited about the day to day and overall company vision.

2 Sessions

30 Minutes

Team Align Coaching Sessions

  • 97% Align Session attendance brings your team together to connect, communicate and execute better
  • Creates a thriving culture of growth mindset, awareness, and solution based thinking
  • Teams utilizes data to improve growth mindset, company systems, and achieve goals faster

4 Session

30 Minutes

Personal Project Management Session

  • Scheduled weekly time for each team member to review, update their projects, tasks, KPI dashboards to ensure all is up to date, on time and solution focused.

1 Session

30 Minutes

Progress Insights Session

  • Align analyzes your company KPI and OKR data providing strategic solutions on a continuous basis
  • The team learns to understand your company AI and Automation systems and data in real time to improve leadership and systematize make better choices
Book Your Complimentary AI Strategic Plan

Benefit from Your Align AI and Automation Team

Each with 50+ years of combined expertise in AI, automation systems, and department operations being innovative, on-time and successful with clients through the Align, Automate, Achieve methodology.

Nadav Wilf

Founder and CEO

Andy Hart

Chief Strategy Officer

Kylie Ide

Partner & VP of Business Solutions

Funmi Oduwole

Client Success Coordinator

Elizabeth Oladeji

Client Success Manager

20+ Expert AI and Systems Automation Developers

And An Expert Team of Systems Administrators that Specialize in Your Tech Stack

Are You Having Unproductive Thoughts?

“Don't Have Time To Make Tasks Take Less Time”

  • 2 Hours a week for 10 weeks will add 32 hours a month of productivity per team member
  • 47%+ increase in Employee Satisfaction increases retention by 32%+, saving time and costs to hire replacements
  • 89% engagement with Align vs 35% average engagement with surveys

"Our Team Is Not Open To or Capable of Change"

  • 99% of Team Members attend Align Coach Systems Adoption Sessions
  • 97% Systems Adoption Success Rate with the Align, Automate, Achieve Methodology

“Improving The Systems Will Not Improve Results”

  • 20% - 6,000% increases in revenue reported
  • +20% or higher increases in employee and customer engagement

“We Haven't Allocated Budget For This”

  • Every $1,000 invested provides $12,000 in increased productivity annually
  • Companies who choose to sleep on AI and Systems Automation this year will find themselves unable to compete financially with those who do
Book Your Complimentary AI Strategic Plan