Hello Alice Support

Getting set up follows three simple steps. Each one is a guided session your board walks you through — not a form you fill out alone — and together they introduce the parts of the product you'll use most.

1. Set your goals. In a short, guided conversation, your board helps you land on the 2–3 priorities that matter this quarter — a focused plan instead of a long, forgettable wish list. Your board also flags what to watch out for, keeping an eye on the risks that could get in the way, and keeps the whole board working toward the same handful of priorities all quarter. When you're done, you can download your plan to share it or keep it.

2. Measure your Business Health Score. Get a single 0–100 read across six pillars — Strategy, Finance, Marketing, Sales, Operations, and Team — so you and your board know exactly where you're strong and where to focus. It's not a vanity number: every score comes with a reason and a next step. Each pillar links straight to the advisor who owns it, so "your Finance score is low" turns into a conversation with Marcus, who can help raise it. Where your information is thin, the score tells you and points to the few details — or connected tools — that would sharpen it. This score becomes the backbone your whole board reasons from.

3. Do your daily check-in. A quick 3-minute touchpoint with Alice in the Boardroom keeps your board's recommendations current. The Boardroom is where you land each time you log in, and it's built for showing up briefly and often: it shows the one recommended next step to take, your other priorities as a tap-to-open list, and a plain-English read on your Business Health Score — the headline, not the raw numbers.