Case Study: Petra coach Andy Clayton boosts accountability and planning productivity with Align

Petra Coach - Customer Case Study

Petra Coach, led by business coach Andy Clayton, faced the common challenge of keeping clients’ strategic plans alive between sessions and creating consistent transparency and accountability. To solve this, Andy incorporated Align’s planning and check‑in platform (including its One Page Plan, quarterly scorecards and remote check‑ins) as part of his methodology to introduce a repeatable system to clients.

By using Align before, during and after strategic planning—during sales conversations, planning sessions and quarterly reviews—Andy achieved more productive planning sessions, clearer visibility into performance, and higher‑impact coaching. Align enabled teams to see expectations and progress, increased accountability, and let Andy accomplish more for clients with the same number of coaching hours through ongoing tracking and remote check‑ins.

Petra Coach

Andy Clayton

Executive Coach