CEO
Runs your business alongside you. Assigns work, spots problems before you do, and challenges your thinking on the decisions that actually matter.
You’re running your agency alone.
Nine executives working 24/7 to make you more money and give you time back.
CEOCFOSALESOPERATIONSLEGALMARKETINGHRSUPPORT
The problem
Do you relate to this?
You quoted that project too low and said nothing.
You hired someone you knew wasn’t right because you needed the help.
You lost a client and only understood why three months later.
You made a decision about a price, a hire, a contract with no one to sense-check it.
You’re the smartest person in every room in your business.
The team
Eight executives. Available the day you start.
Most founders wait years before they have the right people around them. A CFO who actually knows their numbers. A Head of Sales who builds the pipeline. Legal that catches problems before they become expensive. Stratum gives you all eight the day you sign up.
CFO
Makes every dollar work harder. Catches underpriced projects, finds costs you forgot about, and keeps you financially ahead — not just surviving.
Head of Sales
Reviews every sales conversation. Tracks every proposal. Builds the pipeline discipline that ends feast and famine for good.
Head of Operations
Runs your SOPs the moment they’re needed. Keeps your team from drowning. Makes sure the same problem never happens twice.
Support
Spots the client about to leave before they say a word. Gives you the play to keep them.
Legal & Compliance
Reads every contract before you sign it. Tracks every renewal. Catches the clause that would have cost you later.
Marketing
Tracks every marketing dollar back to a real client. Tells you what’s working and where to put the next one.
HR
Hires before you’re desperate. Flags team problems early. Prepares you for the hard conversations you keep avoiding.
Your team
Your tools
Your executives know your business. Not a demo version of it.
Use our built-in tools. Or connect the ones you already use.
These tools are included in every Stratum account.
Included
CRM
Contacts, deals, and pipeline. Built in.
Included
Operations
SOPs, cadences, and process tracking.
Included
HR
Hiring pipeline and employee profiles.
Included
Finance
Templates your CFO already knows.
Included
Data Room
Contracts and documents. Secure and searchable.
Connect your stack
CFO
QuickBooks · Xero · Stripe · Google Sheets
Sales
HubSpot · Salesforce · Pipedrive · Fireflies · Gong
Support
Intercom · Zendesk · respond.io · Gmail
Operations
Notion · Slack · Google Calendar
Marketing
Meta Ads · Google Ads · Instagram · TikTok Ads · Google Analytics
HR
Gusto · BambooHR · Gmail · Google Calendar
Legal
Document uploads · DocuSign (coming soon)
Don’t see your tool? Request an integration and it goes straight to the roadmap.
What you get
Everything you need to run your agency properly.
From the moment you sign up.
Chat with your executives
Walk in. They already know your business.
Team meetings
Bring your CFO and Head of Sales into one conversation.
Weekly briefing
Every Monday. What matters. Before you open your laptop.
Document upload
Upload once. Referenced forever. Never send the same doc twice.
Data Room
Every document your business has. Ask. Get it instantly.
CRM
Contacts, deals, pipeline. Built in.
Playbooks and SOPs
Your processes. Running automatically.
Company Memory
They never forget a number, a decision, or a conversation.
The weekly briefing
Monday morning.
Your team already worked.
Every Monday at 8am, your CEO reads signals from all eight executives and tells you the three things that matter most this week. You make the decisions. Stratum did the work.
Pricing
Less than your last bad hire cost you.
A fractional CFO costs $5,000 a month. A Head of Sales, $8,000. Stratum gives you all eight for less than what you spend on tools you forgot about. Start free for 14 days. No credit card required.
14 days free. No credit card required.
Solo
$99per month
The full team for one operator running one business.
- All eight executives
- Weekly briefing
- CRM, Operations, HR, Finance templates, Data Room
- Three external integrations
- Email support
Growth
Most popular$299per month
For operators running real revenue with a small team beside them.
- Everything in Solo
- Unlimited integrations
- Up to five seats
- Team meetings across executives
- Priority support
Scale
$499per month
For multi-operators running more than one business at once.
- Everything in Growth
- Up to five companies
- Unlimited seats per company
- Custom executive briefings
- Founder-channel support
Questions
What agency owners ask before they begin.
Is this a chatbot?
No. A chatbot waits for you to ask the right question. Stratum’s executives already know your business — your numbers, your pipeline, your team. They tell you what matters before you think to ask.
How is this different from ChatGPT or Claude?
ChatGPT and Claude are general tools. They know nothing about your agency until you tell them, and they forget everything the moment the conversation ends. Stratum’s executives know your business, remember every conversation, and work while you’re not logged in.
Do my executives know my business or do I have to explain everything every time?
They know your business from day one. You tell them the basics during onboarding — revenue, team size, biggest challenges. Connect your tools and they read your real data automatically. Every conversation builds on the last. They never forget.
What happens to my data?
Your data stays yours. We never train on your business data. Nothing you share with your executives is used to improve any model. You can delete your account and all associated data at any time.
Do you replace my lawyer or accountant?
No. Stratum’s Legal executive helps you understand contracts, track renewals, and flag risk — but it is not a law firm and does not provide legal advice. Same for the CFO — it gives you financial clarity, not licensed accounting services. Think of them as the smartest people in your corner, not your licensed professionals.
What if I have no tools connected yet? Is it still useful?
Yes, from day one. Every executive works from what you tell them during onboarding. Connect tools and they get sharper — reading your real pipeline, your actual cash position, your live ad spend. But you never need to connect anything to get value.
How long does setup take?
Under five minutes. Answer three questions about your agency. Your office opens. Your executives are ready. Connect tools at any point — before or after you start.
Can my team use it too?
Yes. The Growth plan includes up to five seats. You can give team members access to specific executive rooms — your Head of Sales room to your sales person, your HR room to your office manager. The Scale plan has unlimited seats per company.
What data do you have access to?
Only what you connect or upload. We read from the tools you explicitly authorise — QuickBooks, HubSpot, Slack, and so on. We never access anything outside of those permissions. You can disconnect any tool at any time.
Is my financial data safe?
Yes. All data is encrypted in transit and at rest. We use bank-grade encryption for stored credentials. We never store your actual financial account numbers — only the OAuth tokens your accounting software issues to us.
Can I cancel?
Yes, any time. No notice period, no cancellation fees. If you cancel, you keep access until the end of your billing period.
Do you have a free trial?
Yes. 14 days free. No credit card required to start. If Stratum doesn’t change how you run your agency in the first two weeks, you walk away owing nothing.
What size agency is this for?
Stratum works best for agencies doing $15,000 to $500,000 a month — small enough that the founder is still running everything, large enough to feel the pain of not having the right people around them. Solo founders to 20-person teams.
What if you don’t support an integration I need?
Request it. Every integration request goes directly to the roadmap. We prioritise based on what our users actually need, not what looks impressive in a list.