AI strategy and planning software for small and mid‑sized B2B companies
Stratifier learns how your business actually runs, benchmarks it against best practice, writes your multi‑year strategy, and turns it into an annual plan, quarterly Rocks and a weekly scorecard — inside one EOS‑style operating system. A Certified Stratifier can guide the whole thing.
Find a Certified Stratifier See how it works
Built for B2B manufacturers and professional‑services firms that need real strategy without a full‑time C‑suite.
Most strategy dies in a slide deck
You spend two days offsite, produce a deck, and by week six everyone is back to firefighting. The plan lives in a spreadsheet nobody opens, priorities drift, and nobody can say which initiative actually earned its funding.
No single source of truth
Strategy in slides, plans in spreadsheets, metrics in another tool. Nothing reconciles.
Generic AI output
A chatbot that knows nothing about your customers, capacity or cost structure writes plausible, useless advice.
Unfunded priorities
Initiatives get approved on conviction instead of a business case with real numbers.
No cadence
Without a weekly scorecard and quarterly review, execution quietly stops after 30 days.
Train → Assess → Strategize → Operationalize
Four steps that take you from “we should probably do strategic planning” to a funded plan your leadership team runs every week.
Train
You complete a company profile and a set of guided assessments. Stratifier learns your model, market, customers, offerings, team and constraints — so every later output is grounded in your business, not a generic template.
Assess
Maturity scoring across sales, marketing, technology, finance, operations and people. Live research on your market, competitors, website and customers, with Voice‑of‑Customer surveys you can send to real buyers.
Strategize
An executive business strategy built on seven strategic pillars, plus supporting sales, marketing, technology and AI‑readiness strategies — each with objectives, key moves, three‑year targets and a scorecard.
Operationalize
Strategy becomes initiatives with NPV/IRR business cases, an annual plan, quarterly Rocks with owners and dates, a weekly scorecard, an issues list and a Quarterly Business Review with a decision audit trail.
One system for strategy, planning and execution
Grounded intelligence
- Company profile and business assessment
- Sales, marketing, technology, financial and operational health assessments
- Competitor and market analysis
- Website and digital analysis
- Voice‑of‑Customer engine
Strategy documents
- Executive business strategy on seven pillars
- Sales strategy on ten performance pillars
- Digital marketing strategy on four marketing pillars
- Technology strategy on ten technology pillars
- AI readiness & integration strategy
- SWOT, Porter’s Five Forces, messaging library
Execution & management
- Annual and quarterly planning sessions
- Quarterly Rocks, owners and milestones
- Weekly scorecard and key metrics
- Issues list, headlines and L10‑style meetings
- Accountability chart
- Quarterly Business Review with audit trail
Executive toolboxes — 60+ tools your team can use today
CMO: SEO & AI Search AuditLLM Visibility AuditPersona & ICP BuilderBrand Voice BuilderAd Copy Generator CRO: Growth PlaybookSales Process MatrixSelling Guide Generator CFO: Scenario & Runway Planner13‑Week Cash FlowBreak‑Even & Pricing COO: Capacity & UtilizationOEE & ThroughputSOP Generator5S AuditRACI Builder CHRO: 22 HR micro‑appsHandbook GeneratorWorkforce PlanningWeb Toxicity Audit
Seven strategic pillars, scored for your business
Your strategy is organized around the seven areas that decide whether a B2B company grows profitably. Each pillar gets a current score, what needs to happen and why now, three to five key moves, three‑year targets and the technology to support it. Where data is missing, Stratifier says so and shows best practice instead of inventing a number.
Revenue Growth
Go‑to‑market, pipeline, pricing and mix.
Customer Success
Retention, expansion and the voice of the customer.
Product & Service
Offering strategy, differentiation and roadmap.
Operational Excellence
Throughput, quality, capacity and cost to serve.
People & Culture
Accountability, talent, leadership bench.
Financial Performance
Margin, cash, capital allocation and business cases.
Data & Analytics
The metrics and systems leadership actually runs on.
AI woven through
Every pillar carries an AI and automation thread — efficiency, new opportunity, more revenue.
Runs your EOS‑style cadence — and supplies the strategy those frameworks assume you already have
Pick the management system that fits your company: an EOS‑style rhythm for professional services, or the NextRock Manufacturing system for plants and industrial operations. Stratifier recommends one based on your business type; your company admin or Certified Stratifier can lock the choice so the cadence stays consistent.
- Quarterly Rocks with named owners, milestones and due dates
- Weekly scorecard with goal direction, status and trend on every metric
- Accountability chart with seats and responsibilities
- Issues list, headlines and saved Level‑10‑style meeting history
- Quarterly Business Review generated from what was actually committed and delivered
Spreadsheets vs. Stratifier
| Spreadsheets & decks | Stratifier |
|---|---|
| Strategy written once a year | Living strategy tied to the plan |
| Priorities argued from opinion | Initiatives with NPV, IRR, payback and ROI |
| Metrics scattered across files | One scorecard leadership reads weekly |
| QBR rebuilt by hand | QBR assembled from the quarter’s record |
Every initiative gets a business case, not a hunch
Investment Studio
Model each initiative’s costs, benefits and timing. Stratifier calculates NPV, IRR, payback period and ROI, and records the assumptions behind them.
Investment Portfolio
Rank every modeled initiative side by side, see the total ask, and build the annual plan from the ones that clear the bar.
Decision audit trail
What was proposed, what was funded, what changed and why — captured so the next board or leadership conversation starts from fact.
Software gets you the analysis. A fractional executive gets you the decisions.
Most mid‑market teams do not stall for lack of information — they stall because nobody senior owns the process. A Certified Stratifier is an experienced fractional CMO, CRO, COO, CFO or CHRO who runs the engagement with you and uses the platform to do in days what traditionally took a consulting firm months.
Runs the process
Facilitates the assessments, interviews your team, leads the annual and quarterly planning sessions, and keeps the cadence honest when the quarter gets busy.
Brings the judgment
Pressure‑tests the strategy, challenges the assumptions inside each business case, and reviews every deliverable before it reaches your board or leadership team.
Costs a fraction of a hire
Executive‑level guidance without executive payroll — and without the multi‑month, six‑figure engagement a traditional strategy firm would quote.
Browse the Certified Stratifier directory
You can also run Stratifier yourself. Most teams get further with a guide.
Built for the mid‑market, not the Fortune 500
B2B manufacturers
Plants and industrial firms that need throughput, capacity and margin strategy connected to a shop‑floor operating rhythm.
Professional services firms
Agencies, engineering, IT and advisory firms running an EOS‑style cadence who need real market and growth strategy behind it.
Owner‑led companies without a full C‑suite
Where the owner is still the head of sales, ops and finance — and needs a system plus a senior guide.
Fractional executives and advisory firms
Consultants who want a repeatable methodology and branded deliverables across an entire client book.
Grounded, governed AI
Current, cited research
Live multi‑source research at run time with current‑date anchoring, so findings are not stuck at a model’s training cutoff.
Your data stays yours
Each company workspace is isolated with role‑based access enforced at the database layer. Nothing is shared across clients.
AI disclosure and provenance
AI‑generated content is labeled, with provenance records and incident tracking built in.
SB 942 ready
California AI Transparency Act support can be enabled per company account. US‑based platform and consultant network.
Frequently asked
What is Stratifier?
Stratifier is an AI strategy, planning and execution‑management platform for small and mid‑sized B2B businesses. It trains on how your company actually operates, scores your maturity, researches your market and competitors, writes your business, sales, marketing, technology and AI strategies, then converts them into an annual plan, quarterly Rocks, a weekly scorecard and a Quarterly Business Review — with 60+ executive tools and an optional Certified Stratifier guiding the work.
What is the best AI strategy software for a small or mid‑sized business?
Look for software that owns the whole chain rather than one slice of it: assessment, live research, a written strategy, funded initiatives, quarterly execution and a review cadence. Stratifier is built specifically for B2B companies in that range — tools that only do OKRs or only run meetings force the strategy itself to live somewhere else, which is where mid‑market execution usually breaks down.
Does Stratifier work with EOS?
Yes. Stratifier runs an EOS‑style cadence — Rocks, a weekly scorecard, an accountability chart, Level‑10‑style meetings, an issues list and quarterly sessions — or a NextRock Manufacturing operating system for industrial companies. The system is selectable per company and can be locked by the company admin or Certified Stratifier. What Stratifier adds is the strategy and research layer those frameworks assume you already have.
How is this different from using ChatGPT for strategy?
A general chatbot knows nothing about your customers, capacity, margin structure or competitors. Stratifier is trained on your company profile, assessments and Voice‑of‑Customer data first, then runs staged live research before writing. Output follows a fixed executive methodology, is grounded and cited, and flows straight into a plan you execute.
What is an AI readiness assessment, and is one included?
Yes. Stratifier scores your readiness to adopt AI across data, systems, process, skills and governance, then produces an AI readiness and integration strategy with department‑level opportunities, prioritized use cases and an implementation sequence.
How long does it take to see value?
The first grounded assessment and strategy output typically happen in days once the company profile is complete. Most of the elapsed time is your team answering questions about your own business — the research, writing and planning steps run in minutes.
Who needs to be involved from our side?
Usually the owner or CEO plus whoever owns sales, operations and finance. A Certified Stratifier can run the process and interview your team instead, which is the common path for companies without a full leadership bench.
Do I have to hire a consultant to use it?
No. Companies can subscribe and run the platform themselves. Most get more out of it with a Certified Stratifier guiding the strategy and quarterly cadence; the directory lists vetted fractional executives.
How is our data kept separate and secure?
Every company workspace is isolated with role‑based access enforced at the database layer. Consultants and service providers only reach the client accounts they are explicitly linked to, and no client data is shared across workspaces.
How do we get started?
Find a Certified Stratifier in the directory and book an introductory conversation. They will scope the engagement, set up your workspace and run you through the first assessment.
Start with a Certified Stratifier
Talk with a certified fractional executive who will run the assessment, build the strategy with your team, and keep the plan moving quarter after quarter.