See it free. Build it with us.
Here’s exactly how working with Catalyst Shift goes — the free look, what it means to build the platform out with us, and how a paid engagement starts. No price games, no “book a call to find out what it costs.” Just how it works.
Seeing is free. Doing is the platform.
Client 360 — your book, read for free.
Connect your ConnectWise read-only and get your whole book ranked by who’s closest to the edge — the reason each client is slipping, and the play to keep them. No install, no card, no price. A live Client 360 within 14 business days of kickoff — on a stack we already connect, with read-only credentials in hand by that call.
The founding cohort.
When you want the layer to act — the Operator Brief prepared, the churn play run, the proposal sent — that’s a managed engagement, and we’re building Catalyst OS out with a small group of MSPs right now. Actionable intelligence is just a report. We deliver actioned intelligence — the work, done.
What “building it with us” means.
What you get
You get it first. Your stack shapes what we build next. Every engagement is scoped to your book, with the deliverables and the outcomes we’ll measure written down before a dollar changes hands. Operator-owned intelligence — your book, benchmarked and handed back to you.
What we ask
Real access to your stack (read-only to start), honest product input, and — if it works — the right to tell your story as a reference. That’s the trade for founding-cohort economics.
Straight about where we are
The synthesis core exists and is demoable today. We deliver it as a managed service while we prove it across the first cohort, then it graduates toward software. You’re joining early and shaping it — not buying a finished product.
Palantir, for the MSP business layer: fuse the scattered signal into one picture, and act on it.
A serious engagement starts with a paid, fully-credited assessment.
In it we scan your stack, confirm the fit, and hand back your custom plan — scope, integration path, and the outcomes we’ll commit to. Three things it does for you:
It scopes your build.
You get a plan built for your book, not a template.
It runs on your real data.
Read-only access means the platform is shaped by your actual signal from day one.
It credits in full.
The fee comes straight off your first engagement, so it's nearly free if you move forward.
We keep the fee and the engagement pricing to the conversation — it’s scoped to you, so a number on a web page would be a guess. Ask on the call and we’ll walk you through all of it.
The path, in four steps.
A 30-minute listen.
Not a pitch — we learn how your business runs and whether we're a fit. If we're not, we say so on that call.
The assessment.
Paid, credited in full; produces your custom plan — scope, integration path, and the outcomes we'll commit to.
Agreement, in writing.
Scope, integration plan, deliverables, and the outcomes we'll measure — signed before a dollar changes hands.
Onboarding.
With dates — including when your first Operator Brief lands — written into the agreement you just signed, not implied by a web page.
Who this is for — and who it isn’t.
For
Owner-led U.S. MSPs already trying to run real client reviews or a vCIO motion — where the buyer is the owner or COO, on ConnectWise / Halo / Autotask + NinjaOne / Datto or equivalent. Fit is about your book and how you run, not endpoint counts.
Not for
If you want a dashboard to read yourself, a point tool for one metric, or a finished product to switch on tomorrow, we’re not the fit — and we’ll tell you on the call rather than waste your assessment. Every engagement has to clear our own bar: it automates real work, builds your authority, and drives a measurable result.
Start with the free look.
See your book first. If it’s useful, the next step is a conversation — not a checkout.