Turn leadership vision
into accountable execution.
StokeForge Strategy™ clarifies strategic initiatives, delivers real accountability, and keeps the process running all year. Built from the ground up to do what a consultant can't: put your own people at the center of the process.
"I started my company to build things but quickly learned I needed expert guidance. Consultants quoted me anywhere from $15,000 to $50,000 for a generic plan that didn't fit my business. That's why I built StokeForge Strategy. Gathering data should start with the real experts: employees, customers, and company leaders. StokeForge Strategy collects and scores this key data then supercharges a custom plan."
Jay Pierson — Founder, StokeForge 6 distinct phases
Structured cycle, start to finish
36 key questions
Cross-reference scoring engine
AI-powered
SMART goal generation
Human-Powered Vision. AI-Curated Smart Goals
Not a template. Fully crafted goals developed from your own data and initiatives.
Upload an RFQ, paste an email thread, drop in a link. The AI reads everything and populates a SMART goal with content your team didn't have to write from scratch.
Specific
Scope, requirements, and success criteria extracted from uploaded resources.
Measurable
An ordered checklist of concrete to-dos that appear directly on the Initiative Lead's dashboard.
Actionable
Best practices, questions surfaced from documents, suggested tools (Trello, Google Workspace, PandaDoc), and recommended books.
Relevant
A warning system against scope creep and weakness-driven distractions — backed by PMI research, FranklinCovey, and B2B sales benchmarks.
Time-bound
AI-suggested deadline with rationale extracted from RFQ evaluation dates, contracts, and meeting notes.
Expand into aerospace RFQ market
Initiative Lead: Maria T. · Due: June 30
Specific
Respond to Lockheed Martin RFQ #LM-2026-4471 for precision fixture components. Deliverables: 3 prototypes by May 15, full production run of 200 units by June 30.
Measurable
Relevant — Warning
PMI research shows 47% of strategic initiatives fail due to scope expansion after initial approval. Lock the spec before committing engineering hours. Your weakness in "limited aerospace certifications" means any scope growth will delay delivery.
How It Works
Six phases. One coherent system.
Every phase builds on the last. Nothing is subjective. Nothing gets lost. And the AI does the heavy lifting on goal creation.
Phase 01
All-Hands Brainstorming
The executive generates a survey link and distributes it to trusted customers and employees. Every person submits their own Strengths, Weaknesses, Opportunities, and Threats — named, not anonymous. AI immediately screens submissions for quick-win operational items and routes them to a separate improvements punch list.
Phase 02
Executive Ranking
The Executive and leadership team review all submissions and select the top 3 items in each SWOT category — 12 items total. They rank each one: Significant, Good, Average, or Minimal. This conversation happens in the room, not in the software.
Phase 03
Algorithmic Scoring
Leadership answers targeted questions that reveal hidden connections: which strengths unlock opportunities, where weaknesses expose risk, and how to defend against threats. The system intelligently synthesizes these relationships to surface your highest-impact initiatives.
Phase 04
Crystal Clear Results
The engine surfaces four output sections: your marketing priorities, your best executable opportunities, your most urgent improvement areas, and an honest threat assessment — including what you can fight and what to let go. Every item is plotted on an effort/impact quadrant map.
Phase 05
Initiative Goal Setting
Choose from the top 6 surfaced initiatives. Upload resources — RFQs, PDFs, email threads, URLs — and AI generates a full SMART goal for each: Specific scope, Measurable checklists, Actionable best practices, Relevant warnings against scope creep, and Time-bound deadlines.
Phase 06
Execution Accountability
Initiative Leads see their assigned goals on a personal dashboard. Checklist items track completion. Green/Yellow/Red checkpoints surface blockers before they become failures. Leaders can reassign, retrigger AI, and run cross-cycle trend comparisons.
The Challenge
The hard way vs the StokeForge Strategy™ way
Consultant-led strategy leaves your team dependent and without buy-in. Build internal accountability with a process that stays when the consultant leaves.
The old way
- $20,000 consulting engagement. A polished slide deck delivered six weeks later. No plan follow-up.
- Vision lives in the CEO's head or on a wall, execution lives in a spreadsheet, or not at all.
- Companies collect employee and customer surveys but don't know what to do with them.
- Everyone agrees priorities matter. Nobody agrees on what they are or which ones matter.
- Strategy reviews happen quarterly. Accountability reviews happen never.
With StokeForge Strategy
- Structured 6-phase cycle from brainstorm through execution tracking
- Contributor inputs are gathered. AI names, collates, and organizes
- Proprietary scoring engine quantifies priorities based on executive (human) feedback
- AI generates SMART goals from real results and project resources you already have
- "Initiative Leads" own accountability with live Green/Yellow/Red checkpoints
What Makes It Different
The structured rigor of a strategy engagement — Without the $30,000 invoice and slidedeck full of generic advice.
Consultants charge for frameworks your team forgets. StokeForge Strategy embeds the process so it runs without them.
Proprietary scoring engine
Converts subjective leadership opinions into ranked, quantified priorities. No scores are ever shown to users — just clear ranked output with qualitative labels. The math stays on the server.
AI quick-wins screening
Every employee submission is automatically classified as strategic or operational. Tactical items ("my computer is slow") are routed to a separate morale punch list — so leadership doesn't confuse facility issues with strategic priorities.
Effort / impact quadrant map
Every strategic item is plotted visually — low effort + high impact items surface immediately as "do first." The map gives leadership a single image that replaces a day of whiteboard debate.
AI-parsed SMART goals
SMART is a rigorously defined goal framework — Specific (a clear, bounded scope), Measurable (concrete checkpoints you can verify), Actionable (steps your team can actually execute), Relevant (tied directly to your strategic priorities), and Time-bound (a real deadline with rationale). Upload a document, paste an email thread, or drop in a URL — AI parses it and pre-populates a full SMART goal structure your team can own immediately.
Research-backed warnings
The Relevant section of each SMART goal is a warning system against weakness-driven distractions. Backed by renowned resources such as PMI research, FranklinCovey's 4 Disciplines of Execution, and B2B sales benchmarks — not generic AI fluff.
Stop losing sleep over things you can't control
Most leaders spend real energy worrying about threats their organization statistically cannot influence. Our scoring engine identifies exactly which risks fall into that category and flags them clearly so your team can consciously let them go and redirect that energy toward what actually moves the needle.
User Roles
Four roles. One aligned team.
Every person on your team has exactly the access they need — and nothing they don't.
Admin Executive
OwnerThe account owner. Manages billing, users, and all strategic operations. Able to run the assessment cycle. Full access to every cycle, result, and report.
Executive
OperatorRuns the assessment cycle — opens phases, selects priorities, triggers scoring, assigns initiative leads. Multiple seats available on Pro and Consultant plans.
Initiative Lead
ExecutorAlso known as the "Champion". Owns one or more assigned initiatives. Manages their checklist, sets checkpoint statuses, adds resources, and retriggers AI parsing. Cannot see other initiatives or full scoring.
Contributors
InputParticipate in brainstorming only via a unique link — no account required. Submit SWOT input with their names attached. Links expire when the Executive closes brainstorming.
Pricing
Less than one consulting day. For a full year of structured execution.
Contributors never count toward paid seats. Most consultants charge more per hour than Strategy Pro costs per month.
Starter
billed annually
Ideal for owner/operator companies with 1–9 employees.
- 2 cycles / year
- Up to 3 active initiatives
- 1 additional Executive seat
- Up to 3 Initiative Lead seats
- 20 contributor links
- AI quick-wins screening
- Basic SMART goal drafting
Pro
billed annually
Ideal for companies with 10+ employees or multiple managed departments.
- Unlimited cycles
- Up to 6 active initiatives
- Up to 5 Executive seats
- Up to 10 Initiative Lead seats
- 50 contributor links
- Full resource parsing (PDF, RFQ, URL)
- AI clarification & research-backed warnings
- Cross-cycle trend analysis
- Revenue + bonus tracking
Consultant
billed annually
Powerful foundation for consultants or franchisors.
- Up to 50 client accounts
- Up to 50 Executive seats / client
- Siloed client management
- Branded PDF report exports
- Cross-client pattern insights
- Prior-cycle success patterns
- Priority phone + email support
| Feature | Starter | Pro | Consultant |
|---|---|---|---|
| Super Admin Executives | 1 | 1 | 1 (per client) |
| Executive seats | 1 additional | Up to 5 | Up to 50 / client |
| Initiative Lead seats | Up to 3 | Up to 10 | Up to 50 / client |
| Contributor links | Up to 20 | Up to 50 | Up to 50 / client |
| Assessment cycles / year | 2 | Unlimited | Up to 50 / client |
| Active initiatives | 3 | 6 | Up to 50 / client |
| SMART goal drafting | Basic | Full + resources | Full + history |
| Client accounts | — | — | Up to 50 |
| SWOT scoring engine | |||
| Effort / impact quadrant map | |||
| AI quick-wins screening | |||
| Resource parsing (PDF, RFQ, URL) | — | ||
| Initiative Lead AI reparsing | — | ||
| Cross-cycle trend analysis | — | ||
| Revenue + bonus tracking | — | ||
| Research-backed warnings | — | ||
| Prior-cycle success patterns | — | — | |
| Branded PDF exports | — | — | |
| Siloed client management | — | — | |
| Cross-client insights | — | — | |
| Support | Priority phone + email |
Contributors (employees who fill out assessments) never count toward paid seats. All plans require an annual commitment and a product demo before activation.
Context matters
What you're already paying
to run your business.
Every tool below is a real business expense. See how StokeForge Strategy compares to what you're already writing checks for.
Annual cost comparison — StokeForge Strategy vs. similar services
A full strategy system at 1/3 the cost of your daily coffee shop drink.
Great strategy meetings don't need to start with strong coffee. But for less than $3 a day, StokeForge Strategy steers your company in the optimal direction.
The annual cost of StokeForge Strategy is less than a single hour of most strategy consultants' time. Unlike a consultant, it works every day of the year, coffee or not.
Common questions about Strategy
What is a "strategy cycle"?
Who fills out the SWOT analysis?
How long does a full cycle take?
What does AI actually do?
Is our data shared with other tenants?
Who is the Consultant tier designed for?
Ready to see it in action?
Watch the demo and see how Strategy takes your team from scattered priorities to a ranked execution plan — in a single session.