From kickoff to your board’s first findings.
Experience first, software second. We start where a seasoned chamber CEO would, with your numbers and your plan. Your first live views are up in days, and your board sees the findings at a meeting you already hold.
Kickoff & connect
Connect QuickBooks and your membership system. Gather the budget and strategic plan.
Executive Analysis
Two to three years of your data, reviewed through an experienced CEO’s lens.
Findings presented
We present what the analysis found and answer the board’s questions.
Align & go live
Agree on the measures that matter. Your board’s scorecards and views go live.
Stay current
Automatic updates, ongoing analysis and consulting, and an annual board presentation.
A kickoff meeting and access to your systems. We do the heavy lifting from there.
One meeting you already hold. We bring the findings and answer the questions.
From executive visibility to measurable results.
What the partnership builds, year over year.
Visibility
Timely, trusted visibility into performance.
“I can see what’s happening.”
Intelligence
Understand what’s changing and why.
“Now I know what it means.”
Decisions
Focus on what matters most.
“Now I know what to do.”
Execution
Accountability, goals and action.
“My team is taking action.”
Growth
Retention, profitability and growth.
“We’re achieving results.”
Nothing to install. Nothing entered twice.
You keep the systems you already use. We connect to them and do the rest.
- ✓QuickBooks access. A user account with report access.
- ✓Membership system access. McTrade, GrowthZone, Novi or another system: report access at a minimum, and API access where available.
- ✓Your budget and strategic plan. So every measure ties back to the goals you’ve set.
- ✓A spot on a board agenda. To present the findings.
An investment that pays for itself.
The partnership is priced so that keeping a handful of members covers the year. Everything after that is return.
kept each year covers the ongoing partnership for a typical chamber.
of retention is about 12 members, worth more than a full year of the partnership.
of CEO and staff time returned each year that no longer goes into building board reports.
Based on a typical chamber of about 1,100 members. Your proposal uses your own numbers.
100% satisfaction guarantee.
If you’re not satisfied within the first year, we’ll work with you in good faith to make it right. If you’re still not satisfied, we’ll refund up to 100% of what you’ve paid.
Questions CEOs and boards ask.
Is this another dashboard tool?
No. Most chambers already have too many reports and dashboards. Aligned KPIs starts with an experienced executive analysis of your numbers, agrees with your board on the few measures that matter, and keeps those current in one trusted place. The platform is how the findings stay live, not the whole point.
Do we have to change systems?
No. We connect to QuickBooks and the membership system you already use. Nothing to install, and no one enters data twice.
How quickly will we see something?
Your first live views are up in days. The full findings are presented at your next board meeting.
What does the board see?
The Executive Overview and Monthly Scorecard, in plain language, with every source named and dated.
Is our data safe?
Your data stays private. We never sell or share it, or use it to train third-party AI models. Sign-in uses secure email links that expire in minutes, so there are no passwords to share or steal.
What does it cost?
One annual partnership covers everything: the analysis, the board presentation, the platform and ongoing consulting. It’s priced so that keeping a handful of members pays for the year, and your proposal is built on your own numbers. Book a 15-minute call and we’ll walk you through it.
Do we get new features during the year?
Yes. Every new executive report, feature and upgrade released during your partnership is included at no additional cost.
Start with your own numbers.
A 15-minute call is all it takes to see what your first few weeks would look like.