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Align Template Snippets let you add milestones or groups of milestones slowly to build out your plan

  • Removes “too assumptive” concern for reps
  • More flexible while maintaining process control

For example, you might have a couple of different levels of discovery, a simple and a deep-dive proof of value, one common set of commercials for everyone, then different types of implementation.

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I love the flexibility of allowing sellers to mix and match what they know is right for their prospects and customers with the guidance of templates built by the RevOps team! Those curious to learn more about Align can start in our Align Hub — even those who aren’t using Align today can sign up for the Free Tier (that’s 5 full free licenses!).


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