In a first meeting, most consultants pitch capability. The best ones prove insight. A strategy
audit lets you assess a prospect’s strategy in the time it takes to make a coffee — and hand
them a scored, evidence-backed diagnosis they’ve never seen before, before you’ve opened a
proposal.
The old way
Weeks of stakeholder interviews, document review, and synthesis — 40+ hours
of senior time before a single meaningful conversation.
With Ciclo
The same depth and rigour, grounded in proven frameworks, delivered in the
opening minutes of the meeting.
This is not a black-box AI opinion. The assessment applies the canon you already teach — Rumelt’s
Good Strategy/Bad Strategy, Porter’s competitive positioning, Kaplan & Norton’s balanced
scorecard — and cites the client’s own words back to them. That’s the difference between an
opinion and a finding, and it’s where the conversation about how you can help begins.
On the Strategy page, use Upload to bring in the client’s existing
strategy — a PDF, Word document, board paper, or even a photo of a
whiteboard. The AI extracts the content; no reformatting needed. (See
Strategy for the full import flow.)
Uploading a client's strategy document
2
Read the four-dimension assessment
Within seconds, the AI returns a Quick Assessment scoring the strategy
across four dimensions — whether any key elements are missing, whether it is
strategically coherent, whether goals are clear, measurable, and time-bound,
and whether it is actionable. Each is rated Poor → Excellent with
specific positives and gaps.
The Quick Assessment — each of the four dimensions is rated, with evidence
3
Turn a weakness into a conversation
Open a lower-scoring dimension. The finding quotes the client’s own goals
and points to exactly what’s missing — for example, a goal like “expand our
digital presence meaningfully” flagged for having no target, timeframe, or
baseline. It’s very hard for a prospect to argue with their own strategy.
An evidence-backed finding citing the client's own wording
4
Go deeper with the Health Check
For a fuller picture, open the Health Check at the top of the client’s
home page — 14 dimensions of strategic health (Strategic Alignment, Goal
Achievement, Innovation, Risk Management, Customer Focus, Employee
Experience, and more), each rated Poor → Excellent with evidence drawn
from the strategy, plus an overall assessment for the whole organisation.
You choose which dimensions stay pinned to the client’s home page.
The Health Check rates each dimension of strategic health, with evidence
Don’t just run it once. For clients you already serve, run the audit every
month or every quarter. You’ll catch the drift between the board-approved
strategy and what’s actually being executed — before they do. That’s the
insight that renews an engagement.
