Support
Using the Platform
A guided tour of Hello Alice — from your daily Boardroom to grants and offers.
Opportunities
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Applying for a grant or program
You'll find grants and programs in Opportunities, alongside accelerators, partner offers, and events from recognizable partners. Add anything promising to your Saved list so you can come back to it...
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Why was a specific offer recommended to you?
What you see in Opportunities reflects your business: your profile, your business data, and how you've engaged. As your picture gets fuller, more relevant opportunities surface, so the fit tends to...
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Quarterly Goals
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Adjusting goals with your board
Goals aren't set in stone. Use 'Adjust with your board' to revisit your priorities in a short guided conversation — add, drop, or reshape them so your plan stays focused on the few things that matt...
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Setting your 2–3 quarterly priorities
Quarterly Goals is where you set the few priorities that matter this quarter — and a plan your whole board helps you keep.What you'll see:This quarter, front and center. Your current-quarter goals ...
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Tracking goals and risks across the quarter
Your current-quarter goals stay front and center, so you always know what you're working toward. As you finish each one, click the circle next to it to mark it complete and watch your progress buil...
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Playbooks
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Browsing the full Playbooks catalog
Playbooks are ready-made guided sessions, each with a clear outcome and a rough time estimate. Instead of a blank chat that expects you to know the right questions, you pick a session and your boar...
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Running the Business Health Score playbook
This playbook measures your Business Health Score through a guided session that takes about 15 minutes. Your board asks the right questions and turns your answers into a single 0 to 100 score plus ...
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Running the Daily Check-In playbook
The Daily Check-In is a short guided session, about 3 minutes with Alice, that keeps your board up to date on your business and surfaces the one thing worth doing next. It's the same quick touchpoi...
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Running the Monthly Cash Flow Review with Marcus
The Monthly Cash Flow Review is a guided session led with Marcus, your finance advisor, whose focus is your money: cash flow, margins, and staying on solid ground. Instead of a blank chat, the play...
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Running the Quarterly Goal Setting playbook
The Quarterly Goal Setting playbook is a short guided conversation that lands you on the 2 to 3 priorities that matter this quarter, rather than a long, forgettable list, plus a companion view of t...
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What playbooks are and when to use one
Playbooks are things your board can do for you. Instead of a blank chat, you pick a guided session with a clear outcome and your board walks you through it.What you'll see:A short menu of ready-mad...
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Business Health Score
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Improving your score with your board
A low pillar score is a starting point, not a verdict. Your score isn't just a number. It comes with a reason and a next step, so you always know where to begin.Here's how to raise it with your boa...
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Reading your score and pillar breakdown
Your score is a single 0–100 number with a short report on what's driving it and where your business stands for its stage. Below it, six pillars — Strategy, Finance, Marketing, Sales, Operations, a...
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Taking the Business Health Score assessment
You can measure your Business Health Score through a guided session with your board. The Measure Your Business Health Score playbook walks you through it step by step and takes about 15 minutes, so...
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What the Business Health Score measures (the six pillars)
Your Business Health Score is a clear read on how your business is actually doing — not a vanity number, but a score with a reason and a next step.What you'll seeOne score, in plain English. A sing...
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Ask Your Board (chat)
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Starting a conversation with your board
This is the conversation at the heart of everything. You'll open it to a simple greeting — "Welcome back. What's on your mind today?" — and a box that says "Ask your board anything."What you'll see...
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Switching the lead advisor mid-conversation
Your board picks the right advisor to lead automatically, but you're always free to choose who you hear from. You can go straight to a specific advisor from the start, or change who's leading at an...
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Finding and reopening past conversations
Your recent conversations are saved down the side of Ask Your Board, so nothing has to start from scratch. You can reopen a past chat and pick up right where you left off. You can also jump back in...
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The Boardroom (your daily home)
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Boardroom overview: your recommended next action, daily check-in, and priorities
The Boardroom is where you land when you log in. It's not a wall of charts — it's a single, clear answer to the question that matters at the start of a busy day: what should I do next?What you'll s...
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Completing the daily check-in
The daily check-in is a quick, roughly 3-minute touchpoint with Alice, right from the Boardroom. It's designed for showing up briefly and often, a fast way to tell your board what's changed so its ...
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