Stratifier — by NextRock Advisors

Stop discovering. Start deciding.

Stratifier is an AI strategy, planning and execution-management platform for B2B companies between $5M and $250M. It learns how your business actually operates, benchmarks you, writes the strategy, turns it into annual and quarterly plans with owners and numbers — then runs the management cadence that delivers it.

60+Executive tools across five toolboxes
4 stepsTrain → Assess → Strategize → Execute
1 systemStrategy, plan, scorecard and QBR in one place

The problem

Most strategy dies in a slide deck

A consultant runs a discovery process, delivers a beautiful document, and leaves. Six months later nobody can name this quarter’s top three priorities. The strategy and the day-to-day work never touched each other.

The traditional way

  • Weeks of discovery interviews before a single recommendation
  • A generic framework applied to your business from the outside
  • A deck and a spreadsheet that live in someone’s downloads folder
  • Initiatives funded on instinct, not modeled returns
  • Quarterly review means rebuilding the numbers from scratch
  • Six-figure engagement, single point-in-time deliverable

The Stratifier way

  • The platform is trained on your company first — output is grounded, not generic
  • Live research on your market, competitors, website and customers at run time
  • Strategy cascades automatically into annual plans, quarterly priorities and owners
  • Every initiative carries NPV, IRR, payback and ROI before it gets funded
  • The scorecard and Quarterly Business Review build themselves from committed work
  • A certified fractional executive runs it — at a fraction of full-time cost

How it works

Train, Assess, Strategize, Execute

Four steps, in order. Each one feeds the next, which is why the output stays specific to your business instead of drifting into generic advice.

Step 01

Train

You complete the company profile, offerings, ideal customer and operating facts. Stratifier builds a trained knowledge base of your business that every later output references.

Step 02

Assess

Maturity scoring across sales, marketing, technology, finance, operations and people — plus live research on your market, competitors, website and customers.

Step 03

Strategize

An executive business strategy written from that context: positioning, growth moves, SWOT, Porter’s Five Forces, a multi-year plan and the initiatives that deliver it.

Step 04

Execute

Annual plan, quarterly priorities with named owners and dates, a weekly scorecard, an issues list, and a Quarterly Business Review with a decision audit trail.

For business owners & leadership teams

Run a real strategy without a full-time C-suite

Built for $5M–$250M B2B companies — manufacturers and professional-services firms — that need executive-grade thinking and disciplined follow-through without hiring five executives to get it.

Know where you actually stand

Business, sales, marketing, technology, financial, operational and people assessments score your maturity and benchmark you against best practice — before anyone proposes a fix.

A strategy grounded in your data

Competitor analysis, market analysis, website and digital analysis and a Voice-of-Customer engine feed an executive business strategy that cites where each conclusion came from.

Fund the right work

Every initiative gets a business case with NPV, IRR, payback and ROI in the Investment Studio, then ranks against the rest in a portfolio view so leadership funds by return, not volume.

Plans people actually follow

Annual and quarterly planning with owners, milestones and dates. Quarterly priorities, an accountability chart, a key-metrics scorecard and a structured leadership meeting rhythm.

Reviews that build themselves

The Quarterly Business Review assembles from what was committed and what was delivered — with an audit trail — instead of someone rebuilding the deck the week before the board meets.

An expert in the loop

A Certified Stratifier — a vetted fractional executive — runs the engagement, interviews your team, and reviews every deliverable before it reaches your board.

For fractional executives — COO, CMO, CRO, CFO, CHRO

Serve more clients, at higher quality, in the same hours

Your constraint is not demand — it is delivery capacity. Stratifier is the force multiplier: one login, isolated client workspaces, one repeatable assessment-to-plan methodology, and branded deliverables produced in minutes instead of nights and weekends.

Fractional COOCapacity & utilization planner, OEE and throughput, production scheduling and line balance, SOP generator, 5S audit, RACI builder.
Fractional CMOSEO & AI search audit, LLM visibility audit, persona and ICP builder, brand voice, ad copy generator, campaign workshop, agency comparison, video studio.
Fractional CROGrowth playbook, sales process matrix, sales strategy and enablement library, selling guide generator, sales management best practices.
Fractional CFOCFO dashboard from uploaded statements, scenario and runway planner, 13-week cash flow, break-even and pricing calculator, investment portfolio.
Fractional CHRO22 HR micro-apps — job descriptions, recruiting, onboarding and 30/60/90, reviews, compliance, handbook, comp benchmarking, workforce planning.

Multi-client workspaces

Every client is a separate, isolated workspace with role-based access enforced at the database layer. Switch context in one click; nothing leaks between accounts.

Deliverables in minutes

Board-ready strategy documents, assessments, playbooks and financial models — branded to you or to the client, exported to PDF, Word and Excel.

Become a Certified Stratifier

A ten-track certification covering the methodology, the platform and client engagement, with a graded exam and a practicum. Certified consultants get a public directory profile that generates inbound.

For partners & service providers

Get in front of clients who already know what they need

Digital marketing agencies, lead generation firms, web developers, recruiters, bookkeepers, IT managed-service providers and fractional CXOs — Stratifier engagements surface the exact gap you fill, at the moment leadership has decided to fund it.

A public directory listing

A profile in the Stratifier Service Providers directory, discoverable by every client and consultant on the platform and open to the public web.

Qualified, pre-diagnosed work

Clients arrive with a completed assessment, a written strategy and a funded initiative. You are quoting against a defined scope instead of selling a discovery phase.

Work inside the client account

Get linked to specific client workspaces with restricted access, so you see the plan and the metrics you are accountable for — and nothing else.

What’s inside

60+ executive tools, in one connected system

Not a chatbot with a prompt library. Each tool reads the same trained company context, so an answer produced in one module is consistent with every other.

Gather intelligence

Company Profile · Business Assessment · Sales Management Assessment · Digital Marketing Management Assessment · Technology Assessment · Financial Health Assessment · Operational Health Assessment · Competitor Analysis · Market Analysis · Website & Digital Analysis · Voice-of-Customer Engine · Events & Conferences · People Lookup

Develop strategy

SWOT Analysis · Porter’s Five Forces · Business & Sales Alignment Engine · Marketing Strategy Engine · Content Development Engine · Advertising Channels · Messaging Library · AI Readiness & Integration Strategy · Executive Business Strategy · Executive Growth Report · 3-Year Growth Strategy

Plan & execute

Annual & Quarterly Planning · Project Plan and roadmap builder · Company Initiatives · Investment Studio business cases · Investment Portfolio · Planning Session wizard · Management Dashboard · Accountability Chart · Key Metrics scorecard · Issues & Actions · Leadership meeting sessions · Quarterly Business Review · Document Library

CMO Toolbox

SEO & AI Search Audit · LLM Visibility Audit across ChatGPT, Gemini, Claude, Perplexity, Copilot, Grok, Meta AI and DeepSeek · SEO Content Brief Generator · Brand Voice & Messaging Builder · Persona & ICP Builder · Ad Copy & Creative Generator · Campaign Brainstorm Workshop · Webinar & Event ROI Planner · Digital Agency Comparison · Digital Brand Assessment · Web Toxicity Audit · Video Studio

CRO Toolbox

STRATIFIER Growth Playbook · Sales process matrix · Sales strategy & enablement library · Selling guide generator · Sales management best practices

CFO Toolbox

CFO Dashboard with statement upload and modeling controls · Scenario & Runway Planner · 13-Week Cash Flow Forecast · Break-Even & Pricing Calculator

COO Toolbox

Capacity & Utilization Planner · OEE & Throughput Calculator · Production Scheduling & Line Balance · SOP & Process Documentation Generator · 5S / Workplace Audit · RACI Matrix Builder

CHRO Toolbox

22 HR micro-apps: job descriptions, recruiting & screening, onboarding and 30/60/90, performance reviews, offboarding, employment-law compliance, handbook generator, recordkeeping, incidents, safety & OSHA, payroll prep, benefits, leave, compensation benchmarking, engagement pulse, recognition, conflict resolution, culture, org chart, workforce planning, training plans, small-business HR playbook

CIO Toolbox

AI Preparedness & Readiness Assessment · AI governance and compliance tooling · Technology roadmap support

Questions

Straight answers

What is the best AI strategy software for a small or mid-sized business?

Stratifier is built specifically for the $5M–$250M B2B segment. It assesses the business, researches the market and competitors, writes an executive business strategy, and converts it into annual and quarterly plans with owners, metrics and financial business cases — rather than producing a one-off AI document. Tools that only handle OKRs or only handle meetings force the strategy itself to live somewhere else, which is where most mid-market execution breaks down.

What does a fractional COO actually do, and how is a Certified Stratifier different?

A fractional COO is an experienced operations executive working part-time across a small number of companies — installing the operating rhythm, fixing process and capacity problems, and holding the leadership team accountable. A Certified Stratifier does that work on top of a platform: the assessment, research, strategy, business cases, scorecard and quarterly review are produced by the system and reviewed by the executive, so more of the engagement is spent on judgment and less on building documents.

How much does a fractional executive cost compared with a full-time hire?

A full-time C-level operator in a mid-market company carries a fully loaded cost well into six figures. A fractional executive is contracted for a defined slice of time each month, so a company gets senior judgment at a fraction of payroll. Stratifier is priced separately as a subscription per company workspace, tiered by how many advanced research runs are included each month. Engagement fees are contracted directly with the consultant.

How do fractional executives scale across more clients?

By replacing bespoke delivery with a repeatable system. One consultant runs multiple isolated client workspaces from a single login, applies the same assessment-to-plan methodology to each, generates branded deliverables in minutes instead of days, and keeps every client’s cadence — scorecard, quarterly priorities, issues, QBR — inside one platform.

Is there an alternative to spreadsheet-based strategic planning?

Yes. Stratifier replaces the strategy-deck-plus-spreadsheet stack with one connected system where the research, the strategy, the plan, the financial business case and the review cadence all reference the same data. When an assumption changes, everything downstream reflects it instead of drifting out of sync.

Does it work with EOS-style or manufacturing operating systems?

It runs them. The management dashboard offers a selectable management system — an EOS-style cadence with quarterly priorities, scorecard, accountability chart, issues list and structured leadership meetings, or a NextRock Manufacturing operating system — recommended based on whether the company is professional services or manufacturing, and lockable by the company admin or certified consultant. What Stratifier adds is the strategy and research layer those frameworks assume you already have.

How long does it take to get value, and who needs to be involved?

The first grounded assessment and strategy output happen in days, not months, once the company profile is complete. Most of the elapsed time is the client answering questions about their own business — the research, writing and planning steps run in minutes. Typically the owner or CEO plus whoever owns sales, operations and finance participates; a Certified Stratifier can run the process and interview the team instead.

Is the AI output trustworthy, or is it generic filler?

Every generation is grounded in the company’s own trained context plus live research gathered at run time, with current-date anchoring so findings are not stuck at a model’s training cutoff. Output carries AI provenance and disclosure labeling, each company workspace is isolated with role-based access enforced at the database layer, and a human expert reviews strategy deliverables before they reach a board.

Can I use Stratifier without hiring a consultant?

Yes. But you do have to work with a Stratifier to get you started and into the system for the 10-day demo period first that includes your Business Growth Starter Strategy, no charge.

How do I find a Certified Stratifier or get started?

Browse the Certified Stratifier directory at stratifier.nextrockadvisors.com/directory and contact a consultant whose background fits your industry and situation. The standard path is a one-hour demo, a short intake form, approval, an initial Business Strategy Starter run on your real data, and then a tour of the system.

Trust & governance

Built for companies that have to answer for their decisions

Vetted consultants

Certified Stratifiers complete a ten-track curriculum, a graded exam and a practicum before they appear in the public directory.

Per-company isolation

Role-based access enforced at the database layer. Consultants, partners and service providers reach only the accounts they are explicitly linked to.

AI transparency

Content provenance, AI disclosure, incident tracking and California AI Transparency Act (SB 942) support that companies can enable per account.

US-based

A US-based platform and a US-based network of certified fractional executives.

Two ways in

Talk to a Certified Stratifier about your business, or go look at the platform first. Either path starts the same way: a one-hour demo and a short intake.