Overview
Ciclo Strategy is built to change the economics of a strategy engagement. The drafting, data-gathering, and reporting work that used to consume senior-consultant hours is automated — so the time you spend with a client shifts from producing documents to providing judgement. For an advisor, that means two things at once:Higher-quality advice
Every recommendation is grounded in the client’s own strategy and in proven frameworks —
with evidence, scores, and citations a client can verify. You walk in with findings, not
opinions.
A fraction of the time
A strategy audit in minutes instead of weeks. A board report in under a minute instead of
a lost Sunday. Cited market research over a coffee break instead of a multi-day analyst
workstream.
The engagement journey
This playbook follows a consultant’s journey from first impression to ongoing engagement. Each topic maps to a real Ciclo capability and explains how to use it to deliver more, faster.1. Set up a client account
Create a linked client workspace from your partner dashboard in under a minute.
2. Run a strategy audit
Produce a scored, evidence-backed assessment of any strategy in minutes — your opening hook.
3. From document to dashboard
Turn a client’s existing strategy document into a live, structured strategy in minutes.
4. See the strategy clearly
Use the Alignment view to expose — and fix — disconnected goals live, in the room.
5. Your AI strategy team
Generate initiatives, KPIs, and actions — each with a rationale — in seconds.
6. Reporting that impresses boards
Generate and share a board-ready executive report in under a minute.
7. The consulting value of reports
Why Progress Reports and Deep Research let you advise more and draft less.
8. Deep Research
Combine internal strategy with live, cited market intelligence — premium differentiation.
9. Keep clients accountable
Scheduled reports, KPI tracking, and ownership keep strategy alive between sessions.
10. The full workflow
The complete end-to-end picture, from first meeting to ongoing accountability.