AI-facilitated alignment, before a single plan parameter is set.
The H2 FY27 RM & CSM redesign rises or falls on Phase 1 — leadership alignment on the four foundational tradeoffs. Align compresses weeks of 1:1s into a structured, asynchronous flow with AI synthesis, a live decision log, and a readiness diagnostic.
Slacks, emails, and meetings — synthesized for you.
The signal on every L1–L4 tradeoff is already in the room: side-channel Slack threads with the RevOps VP, "quick thoughts" emails from the Sales Strategy Lead, the Gong recording of last Thursday's LT sync. Today RevOps spends days culling those into a doc nobody reads. Align ingests them automatically, attributes each take to the right leader, and writes the consolidated position doc — so Nisha walks into the next conversation ready to facilitate, synthesize, and propose a business-centered path forward for sign-off and execution.
Four steps, one alignment loop.
Align ingests and synthesizes. Nisha facilitates and proposes the business-centered path forward — for sign-off and execution. Decisions feed Phase 2.
Ingest
Slack threads, email chains, meeting transcripts, and shared docs flow in automatically. No one has to copy-paste, summarize, or chase down what someone said in a DM.
Capture
Each leader's stance on each L1–L4 tradeoff is extracted and attributed — support, concern, or counter — pulled from what they've already said, not a new form to fill out.
Synthesize
Align clusters positions, surfaces what's aligned, names the open risks, and proposes a resolution with a concrete next step — so Nisha can facilitate and propose a business-centered path forward for sign-off and execution.
Resolve
Resolved decisions flow into a living log with owners and downstream phase dependencies. Open items queue with AI-suggested next steps.
Phase 1 is the diagnostic. This is the diagnostic instrument.
The workplan names the top risk: organizational readiness gap. If the org isn't ready and we change the plan anyway, reps experience randomness, not strategy. This tool makes readiness legible before Phase 2 begins — so the recommendation to launch in H2 (or defer to FY28) is grounded in evidence, not vibes.
The workplan proposes an internal AI assistant for Tier 1 rep questions — that's the bottom of the funnel. Align is the top of the same funnel: same thesis (treat the question stream as data), applied to the leadership layer that gates everything downstream. Nisha facilitates and proposes the business-centered path forward; AI compresses the synthesis loop that feeds it.
Ready when you are.
Step into the workshop and see the four tradeoffs, the synthesized state, and what's blocking Phase 2.
Enter the workshop