Your plan loaded. Your team aligned. In 30 days.
You’ve invested in a strategic plan. Now it needs to live somewhere your whole team can see it, use it, and stay accountable to it. Boost gets you there — fast.
Boost is three working sessions over about a month with a Causey expert. It’s not a webinar. It’s not a tutorial. We sit down with you, load your plan into Causey, and make sure your team knows exactly how to use it — so that when we’re done, you don’t need us anymore.
Why Boost exists
Here’s what we’ve seen happen without it: an organization signs up, pokes around, gets busy, and three months later the plan is still in a binder or a spreadsheet. The software works great — but nobody’s using it.
Boost exists because the gap between "we have a plan" and "our team is executing on it" isn’t a software problem. It’s a rollout problem. And that’s what we help you solve.
What happens in the three sessions
Session 1: Set up your organization and load your plan
We configure Causey for your team — roles, permissions, settings, your logo, fiscal year — and get your people invited with the right access. Then we talk through how to actually operationalize your plan: who’s checking reports, when reminders go out, how to run your first check-in meeting, and how to build strategic planning into the rhythm of your organization. You’ll also get a deployment plan with clear next steps.
Session 2: Master the tools that make your plan usable
Your plan is in. Now we make it work for you. We walk through the features that turn a static plan into something your team actually interacts with — focus mode, presentation view for board meetings, tags and filters, PDF exports, calendar sync. If your plan needs to be loaded in, we do that together. By the end, you’ll know how to pull up exactly what you need, whether it’s a quick check-in or a full board presentation.
Session 3: Set up your metrics, documents, and go independent
We make sure every metric has an owner, a reporting schedule, and the right champion assigned. We upload your key documents. And we review how your team has been using Causey since our first session — because between every session, we’re monitoring your adoption: activity scores, invitation acceptances, metric updates, and more. If something’s not clicking, we catch it here.
What you’ll walk away with
Your strategic plan fully loaded into Causey — not a demo, your real plan
Every team member invited, assigned, and knowing how to update their progress
Metrics configured with owners, champions, and reporting schedules
A clear rollout approach tailored to how your organization actually works
Confidence to run board presentations, team check-ins, and quarterly reviews — without hand-holding
Is Boost right for you?
Boost works best when your strategic plan is mostly or fully complete. You don’t need to have it in Causey yet — that’s what we’ll do together — but you should know what your goals, strategies, and metrics are. If you’re still in the planning phase, we have relationships with experienced consultants and can connect you with someone who fits your needs.
What Boost costs
$2,000 — a one-time investment for your entire team. No per-person fees, no recurring charges. Three sessions, one month, and you’re up and running.