Case Study: On Point! Strategy achieves scalable client growth and streamlined execution with Align

How Australian Business Consultant Donna Bates Reinvented Herself as a Coach Using Align

On Point! Strategy founder Donna Bates reinvented her career from corporate executive to mobile business coach and consultant, but struggled to help small- and medium-sized clients consistently implement and track growth strategies. To differentiate her services and give clients a cohesive way to execute the Rockefeller Habits, Donna adopted Align’s strategic planning and goal-tracking software to bring clarity, accountability and real-time visibility to her coaching work.

Using Align’s One Page Strategic Plan, priority management and daily/weekly huddle tools, Donna created a single dashboard where clients set priorities, track progress and stay aligned. Align helped On Point! Strategy scale across 15 industries, with 50% of clients now committed to the platform and 85% of clients hitting or exceeding key performance indicators—improving implementation speed, transparency and Donna’s ability to coach responsively.

On Point! Strategy

Donna Bates

Chief Executive Officer