Strategy Software to Use with Your Clients

Provide more value & extend your relationships. Help clients nail their strategy with our easy-to-use platform.

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Extend the Relationship

Extend the Relationship

Increase the value and services you offer and build longer-term relationships with clients. Help them build, communicate and execute their strategic plans with our easy-to-use strategy software.

Easily Operate Online

Easily Operate Online

Work with clients remotely with interactive tools. Run strategy sessions online and build their plans together on-screen. Automatically generate polished outputs with instant access for effortless sharing.

Stay Relevant

Stay Relevant

With growing commoditization by technology, offer a valuable strategy service, powered by intuitive software. Stay at the forefront of digital expectations and deliver a truly modern experience.

Get Your Clients’ Strategies Online and On Track

Help customers survive and bolster client retention. Now, more than ever, businesses need effective strategies, clearly communicated. With Lucidity as your tool, you can help clients devise their strategy, communicate it to their staff and nail the execution – no matter where they all are.

Smart tools to build smart strategies

Enhance the way you work and build your clients’ strategic plans with our unique, interactive tools. With a full range of editable models and frameworks, you’ll have everything you need to help build their strategy. Complete and edit the frameworks live in the system and create polished outputs that are instantly accessible to your client and their team.

  • Run engaging sessions with a mix of academic and commercial tools and frameworks
  • Effortlessly create polished materials for each completed framework
  • Deliver captivating visuals of the finished strategy plan - all automatically generated and easily downloaded
  • Provide your clients with one consistent online place for all their strategy documentation
Smart tools to build smart strategies

Give them the tools to get everyone on-board

Further increase your value and go beyond just formulating the strategy. Help your clients communicate the plan to their teams, get people excited about it and keep them informed - even whilst working remotely. Provide your clients with an easily accessible home for their strategy and a communication hub that’ll transform the way they motivate their teams.

  • Set your clients up with a company-wide communication feed focused around their strategic plan
  • Enable them to easily show the plan, message the team and have everyone post, comment and share
  • Help maintain momentum with task notification emails and automatic task updates in the feed
  • Use the strategy feed yourself to stay informed and up-to-date – comment and give feedback on their progress
Give them the tools to get everyone on-board

Take them all the way and nail the execution

Ensure a long-lasting relationship by making the execution easier. With our full task management system you can turn a strategic plan into goals, tasks and checklists. Then assign owners, set deadlines and surface regular updates. With everyone’s to-do lists in one place, progress is simple to track, and momentum is easy to maintain.

  • Get a clear view of ongoing progress with our overview dashboard
  • Easily allocate tasks, set deadlines and keep things moving with automatic reminders
  • Have task owners drill down to checklists, add attachments and enter updates
  • See the whole plan with flexible list, board or timeline viewing options
Take them all the way and nail the execution
Be the expert

Be the expert

We'll train you on the platform

Be in the know

Be in the know

You'll be the first to hear about new features

Be invaluable

Be invaluable

Guide and support your clients throughout

Partner with Lucidity!

Let's talk about how we can work together to help businesses succeed.

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