> ## Documentation Index
> Fetch the complete documentation index at: https://help.ciclostrategy.com/llms.txt
> Use this file to discover all available pages before exploring further.
# The full picture: a consultant's workflow
> The end-to-end journey — from a client's first conversation through to ongoing accountability — in one platform.
{/*
*/}
## Why this matters
This is bigger than a feature tour. It's what a modern strategy practice looks like when the
drafting work is automated, the reporting is continuous, and every engagement starts with
evidence instead of a blank page. From the first client conversation to ongoing execution, here's
how it all fits together — and where to go for the detail on each stage.
## The engagement, end to end
Create a linked client account from your partner dashboard in under a minute, ready for a
strategy import straight away.
Manage Organizations, create, and switch between linked client workspaces.
The client's dashboard leads with the **Health Check** — a live assessment across 14
dimensions. Before the first question, you can point to where the strategy is strong and where
it needs attention, backed by evidence from their own documents.
The 4-dimension assessment and 14-dimension Health Check.
A client's existing strategy document becomes structured goals, initiatives, and KPIs across
the Strategy, Roadmap, and Performance pages — in their own words.
Upload and auto-populate a complete, navigable strategy.
The **Alignment view** shows goals, KPIs, and initiatives on one screen with explicit links —
so gaps are immediately apparent, and fixable live.
Expose and fix disconnected goals in the room.
Generate initiatives, KPIs, and actions — each with a rationale — to address the gaps the
alignment view revealed.
Initiatives, KPIs, and actions suggested in seconds.
Generate a board-ready executive report from live data, then take it further with Deep
Research — cited market intelligence anchored to the client's strategy.
Board-grade reports in under a minute.
Live, cited market intelligence.
Scheduled reports, KPI trend tracking, and clear action ownership keep the strategy on track —
so you arrive at every session already briefed.
Accountability without the chasing.
## The value you're delivering
A client's strategy document becomes a fully connected, AI-assessed, execution-ready system —
with reporting, accountability, and ongoing market intelligence built in. The drafting is
automated. The reporting is continuous. The research comes with citations. What you bring to every
engagement is what only you can bring: **judgement, relationships, and the ability to help a
leadership team decide.** That's the practice Ciclo is built for — everything in one platform, with
professional outputs at every stage.
Want to demonstrate this end-to-end without a client document? Load the built-in **sample
strategy** for a complete, realistic example you can walk through in a single sitting.
## Related