The strategy you build with a client is at its sharpest the moment you leave the room. Two weeks
later it’s competing with inboxes and fire drills; four weeks later it’s a document no one’s
opened. Ciclo keeps the strategy alive between your sessions — visible, tracked, and owned —
without anyone doing extra work, and without you becoming the person who nags. The moment you
become the reminder, the relationship shifts; Ciclo keeps you in the advisor role.
On the Reports page, create a report as normal — questions, teams, period — then set it to
run weekly, monthly, or quarterly (or on a custom cadence). It generates itself and lands in the client’s inbox on the day
you choose. One setup, in under a minute, and the client gets a professional progress update
for the life of the engagement. (See Reports for scheduling detail.)
Scheduling a recurring report
2
Track KPI trends over time
On the Performance page, open a KPI’s Detail view to see
its history — every data point charted against the target over time, so you can see
whether a metric is improving, declining, or stalling. Each tile’s progress meter gives an
at-a-glance read of where attention is needed.
A KPI's detail chart tracks every recorded value against the target
3
Assign ownership on actions
On the Actions board, every task has an owner and a status. When someone
is assigned an action — or ownership changes — they’re notified automatically. As actions are
completed, that progress flows back up through KPIs and initiatives, so the whole picture stays
current on its own.
An action with an assigned owner
Schedule the recurring report at a cadence that matches the engagement, then let it run. You
show up to every session already briefed — no catch-up call, no “let me send you an update.”
