Step 1
Schedule a 30-minute discovery call
We confirm fit, walk through your operation, and scope the engagement. About half of Concierge callers land at Complete after the call. We'll tell you honestly.
— Kestralis SB-553 Concierge
Full advisory engagement. On-site assessment, dedicated specialist, monthly check-ins for a year, and program audit at engagement close.
The right level when you need a real program managed by a real specialist — for operations where the cost of getting this wrong is materially larger than the engagement fee.
Concierge
$4,999
one-time engagement; retainer terms scoped Phase 2
30-minute call to confirm fit. About half of callers land at the tier below — we'll tell you honestly.
What's included
Everything you get with Concierge.
Customizable SB-553 Workplace Violence Prevention Plan template
PDF and editable Google Doc. Site-specific where the law requires it, customization checklist included.
Violent Incident Log template
Spreadsheet for batch entry and a web form for in-the-moment logging. Captures all ten data elements Cal/OSHA requires, with five-year retention.
Employee acknowledgment forms
Pre-built acknowledgment form documenting that each employee received the plan and any training you provide.
Document retention checklist
A one-page reference for what to keep, where, and how long. Plan record. Training records. Incident log. Hazard assessment records.
Industry-specific plan variants
Retail, healthcare, professional services, hospitality, behavioral health. Start from the variant that already speaks your operation's language.
30-minute pre-recorded employee training video
Hosted in your portal with per-employee completion tracking. Share a link, watch the completion count tick up, file the report.
Industry-specific hazard identification worksheet
A structured walkthrough of the workplace violence hazards most common in your industry. Surfaces issues most operators miss in a self-audit.
Multi-location plan customization (up to 5 locations)
Site-specific procedures for each location, one consolidated plan, one training program. Cal/OSHA expects location-specific hazard analysis — Plus handles it.
Annual plan review reminder at the 11-month mark
Auto-sent at the 11-month mark. Cal/OSHA requires annual review; most operators forget. We won't.
One 15-minute setup call with a delivery specialist
Booked automatically after checkout. Talk to a real person before you start customizing. Confirm scope, ask anything, leave with a plan.
90 days of email support
Same one-business-day response standard as Starter, with three times the window so questions that surface during your annual review still fall inside the support period.
60-minute live customization session (video)
We adapt the plan to your operation — not the other way around. You bring your team and your floor plan; we walk through the customization live and leave you with a finished plan.
Personalized written hazard assessment
What your specific business looks like to a security professional. Delivered as a written document — not a template, not a checklist.
90-minute live employee training session
Delivered over Zoom, recorded for your records. Interactive Q&A, not a passive video — which Cal/OSHA explicitly requires for SB-553 training to qualify.
Quarterly 30-minute compliance check-ins for 12 months
Four conversations across the year. What's new in California enforcement, what to update in your plan, what your operation needs.
Priority email and phone support
Same-day email response on business days. A phone line that connects to a person.
Annual plan review and update
At your 12-month mark we revise the plan together — same Cal/OSHA review obligation, handled.
On-site hazard assessment (LA market)
New at ConciergeIn-person walkthrough by Christopher Ahn, our Los Angeles principal. Video walkthrough for operations outside LA on the same delivery standard.
Multi-location plan management (up to 10 locations)
New at ConciergeSite-specific procedures across up to ten locations with coordinated training and reporting. Standard for retail and professional services groups with several sites.
Custom training development
New at ConciergeTraining built specifically for your operation's risk profile and workforce — not pulled from a standard library. Recorded for your future hires.
Monthly check-ins for 12 months
New at ConciergeTwelve conversations across the year — meaningful program ownership, not a compliance shrug.
Designated delivery specialist
New at ConciergeOne named contact for the engagement. Not the general queue. They know your operation by month two.
Annual on-site or video program audit
New at ConciergeAt month twelve we audit the program against the live state of your operation — incidents logged, training completion, hazard changes, regulatory drift.
Optional: principal briefing at engagement close
New at ConciergeA 30-minute review with Mark Hope or John Scheffler at the end of the engagement year. State of the program, risk landscape, recommendations.
Concierge is for you if
- 6 to 10 locations, or a single location with elevated risk profile
- You want a real person who knows your operation, not a ticket queue
- On-site assessment is meaningful to you (LA market) or you're open to a video equivalent
- Workplace violence is a real operational risk, not just a compliance line item
Concierge isn't for you if
- You'd be more comfortable in Complete's tier — most callers land there
- More than 10 locations or a complex risk profile — that's a custom engagement, not a productized tier
- Pure compliance check-the-box — Plus or Complete is the right fit
How it works
Three steps from purchase to a defensible plan.
Step 2
On-site assessment and kickoff
We visit your operation (LA market) or run a full video walkthrough (elsewhere). Hazard assessment, training development, and program build happens over 4–6 weeks.
Step 3
A year of monthly partnership
Twelve check-ins, priority access to your designated specialist, annual on-site or video audit at month twelve. Optional principal briefing to close the engagement year.
Compare plans
How the tiers stack against each other.
| Starter | Plus | Complete | Concierge | |
|---|---|---|---|---|
| Price | $199 | $499 | $1,499 | $4,999 |
| Industry-specific variants | — | ✓ | ✓ | Custom developed |
| Locations | 1 | Up to 5 | Up to 5 | Up to 10 |
| Personalized written hazard assessment | — | Worksheet | Written | On-site |
| Employee training | You deliver | Recorded video | Live 90-min session | Live + custom-developed |
| Email support | 30 days | 90 days | Priority, ongoing | Priority, ongoing |
| Setup call | — | 15 min | 60 min | On-site or video |
| Year-one check-ins | — | Annual reminder | Quarterly (4) | Monthly (12) |
Frequently asked
About Concierge.
Is the on-site assessment only available in Los Angeles?
On-site in person is included in the base price for the greater Los Angeles area. For operations outside LA, the assessment is delivered as a full video walkthrough on the same standard. In-person travel outside LA is available as an add-on at travel cost.
Who is the designated delivery specialist?
A senior specialist on the Kestralis delivery team — not the general queue, not a rotating contact. They know your operation by month two and remain your point of contact through the engagement year.
What does the annual program audit cover?
At month twelve we audit the live state of the program against the regulatory baseline: incidents logged, training completion, hazard changes since assessment, regulatory drift, and any Cal/OSHA enforcement activity affecting comparable operations. Delivered as a written report.
What is the optional principal briefing?
A 30-minute call with Mark Hope or John Scheffler at the engagement close. State of the program, risk landscape, recommendations. Optional, not core — most engagements wrap with the audit alone.
What happens after the engagement year?
Most clients move to an annual retainer for ongoing program management. Retainer terms activate in Phase 2 — for Phase 1 launches, retainer scoping happens as a follow-on conversation near the engagement close.
Want to talk first?
Schedule a 30-minute discovery call.
We'll confirm scope, walk through your operation, and tell you honestly whether this tier is the right fit. About half of callers land one tier below — we'll point you there if that's the answer.
- Defensible templates, written for California
- 30-minute discovery call to confirm fit
- Monthly check-ins for 12 months
Not sure which tier? Compare all plans →