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Ciclo Strategy helps teams and their advisors define strategy, track the KPIs that matter, plan a roadmap, and hold everyone accountable for the actions that move the business forward. This Help Centre walks you through every part of the platform with short written guides and how-to videos.
The Ciclo Strategy alignment view

Getting Started

New to Ciclo? Set up your account, find your way around, and build your first strategy in minutes.

Features

Deep dives into Strategy, KPIs, Roadmap, Actions, Alignment, Reports, and the AI tools.

For Consultants

A playbook for advisors running strategy engagements for their clients — onboarding, audits, board reporting, and accountability.

Integrations

Connect Ciclo to the tools you already use, like Folk CRM.

Your first strategy

Tracking KPIs

Sharing reports

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Need a hand?

Can’t find what you’re looking for? Check the FAQ and Troubleshooting pages, or email [email protected].