One asset. One methodology. Three engagement tiers.
Every engagement produces the same outcome: Codified Operational Intelligence™, built into an Operational Intelligence Hub your business owns, using the eight-stage ControlShift™ methodology. It starts free with the Owner Dependency Score, then steps up through a $997 self-serve assessment, the flagship codification engagement, and an ongoing retainer. The three tiers below are the commitment levels you can engage at.
Tier 1 · Start Here
Diagnose
Low-commitment diagnostics that surface what's actually slowing the operation. From a $997 self-serve assessment to consultant-led process and tech-stack reviews.
Tier 2 · The Flagship
Codify
The codification engagement. Phase 1 builds your Operational Intelligence Hub over 16 weeks. Phase 2 stands it up inside your team's daily work.
Tier 3 · Stay Engaged
Retain
The ControlShift Retainer. Monthly working sessions, KPI tracking, hub maintenance, embedded operator on call. Sustains what Phase 1 + 2 built.
Tier 1, Start Here
Diagnose
Three diagnostics, three levels of depth. Pick based on how much commitment you want to make before scoping the full work. All three produce written deliverables you keep regardless of whether you engage further.
Self-serve · $997 CAD
ControlShift Insights Assessment
A 90-minute online diagnostic that scores your business across the 5 Ps and nine operational sections. Produces a personalised 75+ page report. The deepest published-price entry point.
Take the assessment →Consultant-led · Scoped
Business Process Assessment
A 2 to 3 week consultant-led review of how your business actually runs. Surfaces operational gaps, redundancies, and friction worth fixing first. Produces a written recommendation and the scoped roadmap for Phase 1 if you continue.
Learn more →Consultant-led · Scoped
Technology Stack Assessment
A clear-eyed look at the tools you're paying for, the ones you're under-using, and the gaps slowing the team down. Audit, rationalisation plan, and a savings projection. Independent of the ControlShift work.
Learn more →Tier 2, The Flagship
Codify
The flagship codification work, split into two sequential engagements. Phase 1 builds the asset. Phase 2 deploys it. They're scoped together so you have full visibility upfront, but billed separately so you can evaluate Phase 1 before committing to Phase 2.
16 weeks · Starting at $15,000 CAD
ControlShift Phase 1: Core Codification
The flagship engagement. Sixteen weeks covering ControlShift stages 1 to 4, Insights, Design, Capture, Codify, applied to your 8 to 12 core processes. Deliverable is your Operational Intelligence Hub, a web application your business owns, holding the Codified Operational Intelligence™ behind it.
Learn more →Scoped per business
ControlShift Phase 2: Activate & Embed
The deployment engagement. Stands up stages 5 to 8, Activate, Amplify, Refine, Oversight, turning the Phase 1 hub from documented asset into live operating system. Tooling integration, team rollout, named owners per section, and the monthly review rhythm the team will run.
Learn more →Tier 3, Stay Engaged
Retain
After Phase 1 + Phase 2 are done and the hub is live and in your team's hands, the work shifts from build to maintain. The ControlShift Retainer keeps the asset evolving as the business does.
Focused engagements that can stand alone or roll in
Some work doesn't need a full ControlShift engagement to be valuable. Available as standalone projects or folded into a Phase 1 / Phase 2 scope.
Standalone or in-scope · Scoped per business
Policy Development
The 10 to 14 baseline policies every service business needs, tailored to your context. Risk, compliance, ethics, accountability, the rules with consequences. Distinct from SOPs and guidelines, ownership and enforcement built in.
Learn more →Standalone or in-scope · Scoped per business
Process Infographics
Your core workflows turned into clear, visual process maps and infographics, the kind a new hire actually reads. Frameworks made visual, so the system is obvious at a glance instead of buried in text.
Learn more →Start before we ever speak
Assessments and calculators you can run independently, without a discovery call. Useful for sizing the problem and understanding fit before deciding whether to engage.
Owner Dependency Score
A free 2-minute scored self-assessment. Ten questions, one score, and a plain read on how much of the operation still runs through you and where that dependency actually sits.
Get your score → $997 CADControlShift Insights Assessment
The deepest self-serve diagnostic. A 90-minute online assessment that scores your business across the 5 Ps and nine operational sections. 75+ page personalised report.
Take the assessment → $197 / $1,497 CADDISC Assessments
Understand how your team works, communicates, and makes decisions. Put people in roles that fit how they're wired. Individual ($197) or team package ($1,497 for 10 + workshop).
Order an assessment → FreeFree calculators
ROI, turnover cost, rework cost, business valuation. Quantify the size of the problem before you decide to solve it.
Open calculators →Not sure which tier fits?
A discovery call costs nothing. We'll listen, ask the right questions, and tell you honestly which engagement tier, if any, is the right next step for where your business is now.