Most strategy documents die in folders — months of work, hundreds of pages, archived and
quietly gathering dust. Ciclo brings that work back to life, turning a static document into a
live strategy the whole team can act on, in minutes. And it preserves the client’s own words
— they don’t see a sanitised consultant version, they see their strategy, intact. That’s the
difference between buying in and rolling their eyes.
On the Strategy page, choose Upload and drop in the client’s strategy — a board
paper, a plan PDF, or a slide deck exported as a document. The AI reads it and extracts the
vision, goals, and competitive context. No template to fill in, no reformatting. (Full
detail in Strategy.)
Uploading the client's strategy document
2
Review the populated Strategy page
The client’s strategic goals are now structured in the system — in their own framing,
navigable, editable, and ready to connect to execution.
Strategic goals extracted into the Strategy page
3
Check the Roadmap and Performance pages
The Roadmap is populated with initiatives pulled from the document, and
the Performance page shows initial KPIs identified from it — a
starting point you can refine, target, and connect to goals.
The Roadmap populated with initiatives from the document
KPIs identified from the document on the Performance page
No document? Use the sample data. Running a workshop, or want to show what a complete setup
looks like, with no client document to hand? Load the built-in sample strategy for a fully
built example — goals, initiatives, KPIs, and actions — ready to demonstrate in seconds.
From concept to live system in one session — you’re no longer showing a slide deck or a
demo, you’re showing the client their own strategy, running, before you leave the room.
Their words, preserved — the client recognises their strategy, which drives buy-in.
Execution-ready immediately — goals, initiatives, and KPIs are connected and editable from
the start. That’s not a sales demo; that’s the work beginning.
