Our Services

Get the Most From Ciclo Strategy

Our expert-led services help you and your team hit the ground running, unlock the full value of the platform, and build the strategic momentum your organization needs.

Get started with confidence.

Concierge Onboarding

We know that getting started can be the hardest part.

This onboarding experience is designed to help you and your team build strategic confidence while learning to navigate Ciclo Strategy effectively.

What’s included

  • Introductory call with your team

  • Training on Ciclo’s strategy framework with real-world examples

  • Guided walkthrough of key platform features (including using AI to accelerate your work)

  • One-on-one feedback on your first strategy inputs

Perfect for: New users unfamiliar with strategic planning or looking to fast-track adoption

Prep your strategic foundation.

Data Gathering & Problem Definition Support

Pulling together inputs for your strategy can feel overwhelming.

We help by sourcing the necessary data and capturing key stakeholder perspectives—so you can focus on the bigger picture.

What’s included

  • Support gathering data for vision, values, challenges, business model, and competitive landscape

  • Stakeholder interviews to collect diverse perspectives

  • Organized information ready for use in your Ciclo strategy workspace

Perfect for: Leaders who need help setting the stage for strategic planning but lack the time, headspace, or structure to begin.

Expert-led workshops to build your strategy
and align your team.

In-Person or Virtual Strategy Facilitation

If your team is ready to build a strategy but you don’t have the time — or experience — to lead the process, we’ll facilitate a structured and inclusive planning experience.

What’s included

  • Up to two full days of facilitation (in-person, hybrid, or online)

  • Walkthrough and co-creation of your strategy using Ciclo Strategy’s framework

  • Conversion of your strategy into quarterly plans and execution metrics

  • Review and advice on KPIs, targets, roadmap, and action plans

Perfect for: Leadership teams ready to build or refine their strategy collaboratively.

Stay on course and adapt with confidence.

Quarterly Strategy Reviews

Don’t just set and forget your strategy.

Build a regular rhythm to review progress, reflect on results, and adapt your plans.

What’s included

  • Review of your Ciclo Strategy data and performance

  • Prep call to shape the session

  • 2–3 hour review meeting with your team

  • Guidance on how to refine your strategy and plan the next quarter

Perfect for: Teams committed to continuous improvement and seeing their strategy through.

Bring your data into Ciclo Strategy, seamlessly.

System Integration Support

Need to track key metrics from across your tools?

We can help integrate systems that feed into Ciclo Strategy— ensuring everything stays aligned and up to date.

What’s included

  • Technical feasibility review

  • Custom integration of one external system (beyond what your current plan includes)

Perfect for: Teams committed to continuous improvement and seeing their strategy through.

Ready to get started?

Whether you need a little help onboarding or want full facilitation support, we’re here to make your strategy work better — for your team, and your outcomes.

  • I love that it’s structured but still flexible enough to work with different types of strategy processes.

    — Executive Coach

  • This is so great. I love the format. The reporting on the strategic goals and suggestions to improve is super interesting.

    — Agency Founder

  • What I really like is the ability to integrate our strategic plan into the way we actually work—rather than it just being a document that sits somewhere.

    — CEO, Non-profit

  • We’ve realized that ‘no process’ is not that helpful. You need just enough structure. And I think Ciclo Strategy does that incredibly well.

    — Strategy Director, Technology Agency