Focus on the Work You Love. We Handle the Rest.

A proven client delivery system for certified PI partners — built by one of the fastest-growing PI practices in the world.

Most PI clients never fully activate their investment

Selling PI is only the beginning. The real value — and the renewals — come from clients who embed PI deeply into their people processes. Our onboarding program makes that happen consistently.
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Built for Depth, Not Just Onboarding


This isn't a software walkthrough. It's a structured 90-day journey that moves clients from setup to strategic, embedded PI use — across hiring, management, and team effectiveness.
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Retention That Speaks for Itself


130% net dollar retention means clients who go through this program don't just renew — they expand. Deeper adoption leads to more seats, more products, and longer relationships.
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Flexible Delivery Options


Two options available: we deliver the entire process on your behalf, or we hand you the playbooks, templates, session structures, and implementation plans so you can run a world-class experience yourself. You choose what works for your practice.

From kickoff to self-sufficiency

Every implementation follows a structured three-phase journey. Each phase builds capability before moving forward — turning initial training into daily practice, and daily practice into strategic advantage.

Foundation

Days 1–30 · Setup, Training & Launch

  • Kickoff meeting: goals, roles, and success metrics aligned

  • Platform configuration and admin setup 

  • Assessment rollout — executives to all employees

  • Internal marketing campaign and company launch

  • PI Champions identified and trained

Activation

Days 31–60 · Live Use & Integration

  • PI live in hiring: job targets, match scores, interviews

  • Managers conducting PI-informed 1:1s and coaching

  • Team Work Style sessions with Team Discovery tool

  • PI embedded in reviews, onboarding, and meetings

  • Mid-point review and plan adjustment

Optimization

Days 61–90+ · Embedding & Measurement

  • Process documentation: hiring playbook, manager handbook

  • 90-Day Outcomes Report with full adoption metrics

  • ≥80% of Champions PI Certified by Day 85

  • 90-Day Wrap-Up with executive sponsor

  • Year 1 strategic roadmap agreed and documented

  • Ongoing QBR cadence and success partnership begins

Onboarding Options

Choose the right level of support

Every client is different. We will work with you to build an Onboarding Program that works for both you and your clients. 

 

Example 1 - Getting Started with PI

A focused kickoff experience to get your team up and running with PI quickly and confidently.

✓60-minute kickoff session within 14 days of activation
✓Strategic goals alignment and PI use case mapping
✓Platform demo and software orientation
✓Best practices for org-wide PI implementation
✓Up to 3 additional consulting hours (within 90 days)
✓Quarterly business reviews to track progress

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Example 2- Talent Strategy Accelerator

A comprehensive strategic program. Includes everything in Option 1, plus significant additional value. (Recommended)

✓Talent Strategy benchmarking and discovery session
✓Implementation team Team Discovery workshop
✓ Implementation Plan
✓Free coaching experience ($500 value)
✓Getting Started with PI lunch & learn for your team
✓Free High-Performing Team workshop ($8,000 value)
✓2 × 1hr Joint Goal & Talent Strategy planning sessions. (Implementation Plan included)
✓Quarterly check-ins + Annual Business Review

* Free sessions are optional and designed to maximize ROI for the client. Delivery can be Talent Optimizers or the partner Firm 

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Built for PI Partners

The fastest-growing PI practice in the room is offering to share its playbook

 

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Step 1

Discovery Call

We learn your goals, challenges, and existing PI subscription to tailor the right approach.

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Step 2

Kickoff & Setup

Platform configured, Champions identified, goals documented, and Implementation Plan built.

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Step 3

Training & Launch

Workshops delivered, PI launched at company meeting, and live application begins across all modules.

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Step 4

Ongoing Partnership

QBRs, annual strategy sessions, and on-demand support ensure PI keeps delivering value long-term.

The PI Hacks YouTube Channel 

Check out the PI Hacks YouTube channel for useful tutorials on the software, training, and integrating it into your organization.

Remember to Like and Subscribe.  

Visit PI Hacks
Talent Optimizers supports 60 Clients from across the globe. 
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Built by PI Partners, for PI Partners

Developed by experienced PI partners (and former PI employees), we bring deep knowledge, operational precision, and real-world insight into what it takes to run a thriving PI practice. From invoicing and renewals to sales coaching and pipeline support, we’re here to streamline your business and amplify your impact.

With Sharing the PI, you gain a trusted back-office ally who understands the nuances of the platform, speaks your clients’ language, and helps you stay focused on what truly matters — delivering exceptional results through talent optimization.

Let us run the systems, so you can run your business.

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