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Your AI Business Strategist

Your research and strategy team for your small to mid-sized business

For small B2B businesses with less than 200 employees.

One workspace that follows a proven path: assess where you are against best practices, train the system on what you do today, develop your 5-year strategy, and create your annual plans.

What is it?

It's your certified stratifier consultant, and their operations, sales and marketing research and strategy team for your business.

Pick your Certified Stratifier Consultant

Choose a consultant, meet with them, and if you both agree to move forward, they'll send you a demo code to start your free guided trial.

Find a Consultant
01

Assess where you are

Benchmark your business, sales and digital marketing against best practices.

  • Business, sales & digital marketing assessments
  • Competitor intelligence & market analysis
  • Website & digital audit with category scores
02

Train the system on what you do today

Capture how you really operate so every recommendation reflects your business.

  • Company profile, messaging & sales process matrix
  • Source-of-truth database trained by your team
  • Events, enablement & best-practice libraries
03

Develop your 5-year strategy

Turn the assessment and your trained data into a clear long-term direction.

  • AI sales & marketing strategy engines
  • ICP, positioning, pipeline & deal acceleration
  • Versioned strategies you can compare over time
04

Create your annual plans

Break the strategy into actionable plans and a costed roadmap.

  • Annual operations, sales & marketing plans
  • Initiative & roadmap planning with owners
  • Costed improvement roadmap with priorities

Everything in one workspace

Built for small B2B teams to assess, train, strategise, and plan — together.

Full business, sales & digital marketing assessments
Competitor intelligence & market analysis
AI-powered sales & marketing strategy engines
Annual operations, sales & marketing plans
Website & digital audit with costed improvement roadmap
Document library, tools & best-practice playbooks
Role-based team access with live dashboards
Flexible subscriptions, discounts & renewal codes

The Best AI Strategy and Management Software for Small to Mid-Sized Businesses Guided by an Experienced Certified Fractional Executive