Turn your Annual Planning into Strategic Planning
Strategic planning and execution software for fractional executives and leadership teams: benchmarked assessments, market and competitor research, a written strategy, a costed annual plan, quarterly Rocks and a weekly scorecard — running the EOS-style cadence your team already knows, in one system.
The network in numbers
Live counts of the companies, Stratifiers, and partners working the method right now.
Subscribers and Stratifier-run businesses
Vetted and listed in the public directory
Open the directoryPartner firms ready to execute the plan
Open the directoryCompanies running a guided evaluation
You run the business
You don't need more analysis. You need a decision, a plan, and someone accountable for making it happen this year.
- A strategy your team can execute, not a 90-page consultant deck
- Annual and quarterly plans with owners, dates, and dollars
- Assessments that benchmark you against best practice, not opinion
- A trained record of your business that every recommendation reflects
You advise businesses for a living
Fractional CxOs, independent consultants, and peer group chairs use Stratifier as the differentiator clients can see — and the engine behind their delivery.
- Deliver board-grade strategy in days instead of weeks
- Your brand on every document — the platform stays behind you
- One operating system across every client engagement
- A public directory that sends qualified work your way
Why not just one or the other?
A fractional executive brings judgment. Software brings structure. Stratifier is both, delivered by a certified practitioner.
| Capability | Stratifier | Fractional exec only | Software only |
|---|---|---|---|
| Experienced executive in the room | |||
| Research and market intelligence built in | |||
| Assessment benchmarked to best practice | |||
| 5-year strategy and annual plan in one system | |||
| Quarterly execution cadence and scorecards | |||
| Company record trained on how you actually operate | |||
| Cost of a full-time executive |
How the work happens
Four stages, one system. Your Stratifier runs it with you — the platform does the research, structure, and follow-through.
Assess where you are
Benchmark the business, sales, and digital marketing against best practice.
- Business, sales & digital marketing assessments
- Competitor intelligence & market analysis
- Website & digital audit with category scores
Train the system on how you operate
Capture the real business so every recommendation reflects it.
- Company profile, offerings & sales process
- Source-of-truth record trained by your team
- Verified facts cited in every deliverable
Decide the 5-year direction
Turn the assessment and your trained data into a defensible strategy.
- Market, customer & positioning analysis
- Growth plays with investment cases
- Versioned strategies you can compare over time
Execute the year
Annual and quarterly plans with owners, dates, and dollars.
- Annual plan, rocks & costed roadmap
- Quarterly business reviews and scorecards
- Management dashboard for the leadership team
Built for fractional executives and independent consultants
Fractional CMOs, CROs, CFOs, COOs and CHROs use Stratifier as the engine behind their delivery: the research, the strategy, the annual plan and the quarterly cadence, produced under their own brand across every client they serve.
Every client in one system
Separate workspaces per client, one methodology across all of them. Switch companies without losing context or re-entering facts.
Board-grade strategy in days
Assessment, competitor and market research, and a written executive strategy that would normally take a firm three months of discovery.
Your brand on every deliverable
Documents, PDFs and presentations carry your logo and colors. The platform stays behind you.
A trained record of each business
Profiles, assessments, verified facts and prior documents feed every new recommendation, so you never re-ask a question you already answered.
Six executive toolboxes
CMO, CRO, CFO, COO, CHRO and CIO tools — 60+ generators, calculators and audits you can run inside any client account.
A directory that sends work back
Certified Stratifiers get a public profile in a searchable directory by role, sector and region.
Works with your EOS-style operating system
If your leadership team already runs an EOS-style rhythm — accountability chart, quarterly Rocks, a weekly scorecard and a level-10-style meeting — Stratifier runs all of it, and adds the part meeting software leaves out: deciding which Rocks are worth doing in the first place. You can also choose a manufacturing operating rhythm instead.
The cadence you already run
- Accountability chart with seats, roles and owners
- Quarterly Rocks with milestones and owners
- Weekly scorecard of the numbers that matter
- Weekly leadership meeting with headlines, to-dos and an issues list
- Quarterly and annual planning sessions with timed agendas
- Quarterly Business Review built from what was actually committed
What a meeting tool alone can't do
- Benchmarked assessments of sales, marketing, finance, operations, technology and people
- Live competitor, market, website and customer research
- A written multi-year strategy your plan is derived from
- Business cases with NPV, IRR, payback and ROI so you fund the right Rocks
- A ranked investment portfolio across every initiative on the table
- Company Alignment — one page tying purpose, goals, pillars, work and metrics together
Stratifier is an independent product. It is not affiliated with, endorsed by, or certified by EOS Worldwide; EOS® is their trademark and is referenced here only to describe the operating rhythm many leadership teams use.
Six executive toolboxes, 60+ tools
Every tool runs against the trained record of the business, so the output arrives client-ready instead of generic — and lands in the document library automatically.
CMO Toolbox
- SEO & AI Search Audit
- LLM Visibility Audit
- Brand Voice & Messaging Builder
- Persona & ICP Builder
- Campaign Brainstorm Workshop
- Digital Agency Comparison Engine
CRO Toolbox
- STRATIFIER Growth Playbook
- Sales Process Matrix
- Selling Guide Generator
- Pipeline & Forecast Reviews
- Sales Management Best Practices
- Enablement & Messaging Library
CFO Toolbox
- Scenario & Runway Planner
- 13-Week Cash Flow Forecast
- Break-Even & Pricing Calculator
- Operating Budget Builder
- Unit Economics Model
- Capital Allocation Review
COO Toolbox
- Capacity & Utilization Planner
- OEE & Throughput Calculator
- Production Scheduling & Line Balance
- SOP & Process Documentation Generator
- 5S / Workplace Audit
- RACI Matrix Builder
CHRO Toolbox
- Job Description & Role Clarity Builder
- Onboarding & 30/60/90 Planner
- Employee Handbook Generator
- Compensation Benchmarking
- Engagement Pulse Survey
- Small Business HR Playbook
CIO Toolbox
- AI Preparedness Assessment
- AI Implementation Plan
- Data Governance & Classification
- Application Portfolio Review
- Security Posture Review
- Vendor Risk Assessment
How you get into the system
Every engagement starts the same way — a conversation, a demo, and a free Business Strategy Starter you can use in your next meeting.
Connect with a Certified Stratifier
Meet with a Stratifier who knows your industry and role. They'll scope your situation and see if the platform is a fit for your business.
Receive a demo link and share your business
Get a secure demo link and fill out the form about your company — profile, offerings, customers, numbers, and the decision in front of you.
Schedule your presentation and demo
In your one-hour presentation and demo, you'll review a free 50+ page Business Starter Strategy packed with information you can take straight into your next meeting.
What the free Business Strategy Starter includes
- Executive summary — the strategic picture and the few issues that matter
- Outside-in market picture — trends, market definition, and competitive forces
- Customer and ecosystem — buying journey and partner landscape
- SWOT and positioning — grounded in your trained company record
- Digital, AI, and data — maturity, technology direction, and AI governance
- Growth plays — innovation, portfolio, and expansion options
- Objectives and measurement — enterprise goals, KPIs, and OKRs
- Execution and money — prioritization, roadmap, and investment cases
What it doesn't include (yet)
The Starter is the outside-in half of the full Business Strategy document. It stops short of the internal restructuring chapters — vision, mission and purpose, enterprise capability assessment, business model and operating model redesign, workforce and talent strategy, organizational design, enterprise risk, cybersecurity and digital trust, and sustainability.
Those unlock in the full strategy module once your company record is trained and your team is in the system.
Find your StratifierStart with your own numbers
Two free tools. No account, no waiting — you see the result on screen before we ask for anything.
Business Health Snapshot
For owners and executives. Sixteen questions across business, sales, marketing and technology — your score appears immediately.
Score my businessPractice Economics Calculator
For fractional executives. What an hour of your time actually earns, and what changes when the method is repeatable.
Model my practiceRead the guide for your role
Four short, board-ready guides. The client guide is open — the program guides ask for a name and email so we can route you to the right person.
Browse the network
Three public directories — the people who guide the work, the firms who deliver it, and the peer groups who keep leaders honest.
Certified Stratifiers
Vetted fractional executives certified on the Stratifier method, listed by sector and role.
Open the directoryService providers
Partner firms filtered by firm type and the services they can support, ready to execute the plan.
Open the directoryExecutive peer groups
Chair-led groups with meeting format, cadence, and location so you can find the right table.
Open the directoryFrequently asked questions
Is there software that builds the strategy and runs EOS-style meetings?
Yes. Stratifier writes the researched strategy, turns it into an annual plan and quarterly Rocks, and then runs the weekly cadence — accountability chart, scorecard, headlines, to-dos, issues list and a Quarterly Business Review — in the same system. Most operating-system tools only run the meetings and leave the strategy in a separate deck.
What software do fractional CMOs, CFOs and COOs use with their clients?
Fractional executives use Stratifier as a delivery platform: a separate workspace per client, benchmarked assessments, live market and competitor research, an executive strategy document, costed annual and quarterly plans, and six executive toolboxes — all produced under the consultant's own brand.
What is the difference between annual planning and strategic planning?
Annual planning sets next year's targets from last year's numbers. Strategic planning first establishes where you stand against benchmarks and best practice, then examines competitors, market shifts and customer demand to decide where you can actually win — and only then sets the year. Stratifier does the assessment and research part, which is what most annual planning skips.
How do I turn an annual plan into quarterly Rocks?
Stratifier generates initiatives from the strategy, models each one with a business case, and lets you commit them as quarterly Rocks with owners, milestones and due dates. Initiatives that span more than a quarter can be split at a milestone so phase one becomes this quarter's Rock and later phases carry forward.
Can a consultant white-label the deliverables?
Yes. Documents, PDFs and presentations carry the consultant's logo, colors and firm name. Certified Stratifiers also get a public profile in the directory, searchable by fractional role, sector and region.
How long does it take to produce a strategy?
Days, not months, once the company profile and assessments are complete. The research, writing and planning steps run in minutes; most of the elapsed time is the leadership team answering questions about their own business.
What does Stratifier cost?
Introductory pricing is $499 per month or $4,999 per year per company, against regular pricing of $999 per month and $9,999 per year. Premium AI research runs on a monthly credit allowance, with additional credit bundles available.
Do I need a consultant to use it?
No — a leadership team can run Stratifier directly. Many companies choose to work with a Certified Stratifier, an experienced fractional executive who runs the assessments, planning sessions and quarterly cadence with them.
Reach out to a Certified Stratifier
Tell us who you are and what you're trying to decide. Your request goes straight to the Stratifier team and we'll connect you with the right person.
One conversation to start
Thirty minutes with a Certified Stratifier to test fit — no pitch deck.
Matched to your sector
We route your request by industry, role, and the decision you're facing.
Your data stays yours
Company records are private to your account and never used to train public models.