Account, plans & billing

Understand plans and what's included

4 min read Updated 05 Jul 2026

Six plans cover solo readers to whole departments: Free for one-off diagnostics, Individual for learning and running the standard alone, and Team, Business, Scale and Advisory for shared workspaces. Compare seats, snapshot limits and team features, and learn what happens to access and data if a paid subscription lapses.

Every workspace is on one plan, and the plan decides three things: how many seats you have, whether team features are switched on, and how many runs of the Control Discipline Snapshot you get. Open Billing from your avatar menu to see your current plan on the Plan & subscription page.

Pick the right tier

Plan Built for Seats Snapshot runs Team features
Free A one-off read of where you stand 1 5
Individual Learning the whole standard and running it on your own work 1 Unlimited
Team A manager running the standard with a small team 5 (+ up to 3 add-ons) Unlimited Yes
Business Growing teams — adds a programme view and the read-only API 15 Unlimited Yes
Scale Departments — adds custom roles, and SSO on request 50 Unlimited Yes
Advisory Organisations that want hands-on help embedding the standard Unlimited Unlimited Yes

Current prices are on the pricing page. Individual is billed annually only: the first year is £149 and includes all ten courses, every chapter assessment and your certificate; from year two it renews at £59/year. Team and above bill monthly or annually. Advisory is a scoped engagement — press Open an enquiry to talk to us.

Know what team features unlock

On the Team plan and above, the sidebar gains Ownership (delegate outcomes, not just tasks), Team progress (cross-project and per-person views, for people with the right permission) and Team management (sub-teams). Invited teammates can actually join your workspace, and managers get the team course and chapter-assessment dashboard.

On Free and Individual those entries don't appear, and opening a team-only page redirects you to pricing with a short explanation. In this Help Centre, articles covering team-only features carry a Team plans badge so you know before you read.

You can send an Invite teammate on any plan if you hold the invite permission — but your teammate can't accept until your plan has team features and a free seat. Until then the invitation shows a Pending upgrade chip under Pending invitations.

Add extra seats on the Team plan

Team includes 5 seats and allows up to 3 more as add-ons.

  1. Open Billing and find the Seats section.
  2. Set Extra seats (0–3) and choose whether the extra seats bill monthly or annually — add-on seats bill on their own cycle, so adding one never ties you into a year.
  3. Press Update seats.

Stripe prorates the change against your current term. To reduce seats, archive any teammates above the new limit first. Growing past 8 people? Switch to Business instead of stacking add-ons.

Track your free snapshot allowance

The free tier includes 5 runs of the Control Discipline Snapshot. Each completed run uses one; they don't reset. Each successful sign-up through your referral code adds 5 bonus runs — for you and for them — up to 10 redemptions of your code. Every paid plan removes the cap entirely. The two diagnostics (Drift Report and "Should you automate this?") stay unlimited on every plan, free included.

Restore access after a lapse

If a payment fails, your plan goes past due and a banner appears at the top of the workspace: We couldn't take payment, with the date access would end. Press Update billing to fix your card before that date and nothing is interrupted.

If you cancel, the plan stays active until the end of the period you've paid for — the banner reads Your subscription is set to end with the end date.

Once the paid period (and any grace window) has fully passed, paid features pause and the banner reads Your subscription has ended (naming your plan). Your projects, check-ins, control points and history are all kept safe — press Resubscribe and you pick up exactly where you left off.

Who can do this

Anyone can view the public pricing page and see the plan comparison. The Billing page — changing plan, seats, cards and invoices — needs the manage-billing permission, which Managers and Admins hold by default. Everyone in the workspace sees the subscription banners; only people with billing permission see the Resubscribe and Update billing buttons on them.

Frequently asked

How do I upgrade?
Open Billing from your avatar menu, scroll to Change plan, pick a tier and billing cycle, and press Switch to the plan you want. Upgrades take effect immediately. If a plan isn't open for self-serve checkout yet you'll see Join … waitlist instead — joining reserves your place.
What happens to my data if I downgrade or cancel?
Nothing is deleted. Your projects, check-ins, control points and history are kept safe, and if you resubscribe you pick up exactly where you left off. Downgrades and cancellations apply at the end of the current billing period — and a switch to a smaller plan is blocked while you're over its seat cap, so archive teammates first.
What happens when a payment fails?
Your plan goes past due and a banner appears in the workspace with the date access would end. Update your card via Update billing before that date and nothing is interrupted — features keep working through the grace window.
Can I have more than 5 people on the Team plan?
Yes — up to 3 add-on seats on top of the 5 included, from the Seats section of Billing. Beyond 8 people, Business (15 seats) is the better value.
Do free snapshot runs reset each month?
No. The free tier includes 5 runs in total; they don't renew. Sharing your referral code adds 5 bonus runs for each successful sign-up (up to 10), and any paid plan makes snapshots unlimited.

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