We Run What We Recommend
Tricycle uses InsightsOutward for its own loyalty relationships. Architecture recommendations come from decisions we have made ourselves and lived with in production.
Advisory
Loyalty Strategy · Program Architecture
Strategy From People Who Have Actually Done This
Most strategy consultants have studied loyalty. Tricycle's Advisory team has run it at scale, in regulated industries, with real programs, real members, and real economic consequences for getting it wrong.
Every engagement begins with a practitioner who has built a loyalty architecture, governed a 120M-member program, or navigated compliance constraints in regulated marketing.
Advisory is the fifth competitive dimension in the Tricycle model. Studios executes. InsightsOutward governs. Advisory thinks. Because all three capabilities operate together, recommendations are backed by operational reality, not theory.
OPERATORS. NOT CONSULTANTS.
What Makes Tricycle Advisory Different From Every Other Option
Global Systems Integrators, ie McKinsey — the strategy market is well-populated. Tricycle Advisory is different not because of methodology, but because of evidence. No consulting firm operates the platform it recommends.
We Build What We Design
When Advisory identifies a creative strategy gap, Studios is already in the same organization. No translation cost, no re-brief, and no strategy-execution drift.
We Price What We Deploy
Platform recommendations come with a commercial model Advisory already understands because the same organization prices and deploys it.
We Speak Finance, Not Just Marketing
Every engagement includes program economics, liability analysis, TCO, and ROI so your CFO can evaluate the recommendation as an investment decision.
We Work in Regulated Industries
Healthcare, pharma, financial services, and insurance contexts are built into the strategy from the beginning, not appended as a compliance footnote.
WHAT WE DO
Five Core Advisory Engagements
Each engagement has defined scope, defined deliverables, and a fixed fee. No open-ended time-and-materials retainers.
01
Loyalty Program Audit
Structured assessment against the five-stage maturity spectrum across platform gaps, commercial inefficiencies, audience coverage (B2C, B2B, B2E), and earn-burn economics.
Delivers: Maturity score, gap analysis, prioritized roadmap.
02
Platform Architecture Advisory
Functional requirement mapping, dependency and exit-cost analysis, architecture recommendation, and commercial comparison with What-If scenario modeling.
Delivers: Requirements brief, vendor matrix, architecture recommendation, financial model.
03
Program Economics Analysis
CFO-grade model of liability, incremental revenue attribution, paid-media comparison, and a five-year scenario view under base, medium, and high assumptions.
Delivers: Liability model, revenue attribution, 5-year scenarios, CFO briefing.
04
AI Governance Advisory
Regulated-environment AI assessment across HIPAA, GDPR, CCPA, and emerging policy, with guidance for I/O Sovereign AI™ architecture versus shared model alternatives.
Delivers: Risk assessment, governance framework, architecture recommendation.
05
Marketing Supply Chain Assessment
Maps vendor ecosystem and integration points to expose what unified I/O Procurement Intelligence™ can reveal about current supply chain performance.
Delivers: Vendor ecosystem map, integration opportunity assessment, I/O Procurement Intelligence™ recommendation.
TRICYCLE IS ITS OWN CLIENT
The Advisory Credential No Consulting Firm Can Claim
Every recommendation our team makes is one we have tested or are currently living with in our own operating environment.
The most dangerous strategy consultant is the one who has never had to implement their own recommendation. At Tricycle, the Advisory team and the operations team are the same people.
Platform Recommendations
InsightsOutward configuration recommendations are grounded in live program evidence, not theoretical modeling.
Creative Strategy
Studios has already solved the compliance and production implications of the strategies Advisory recommends.
Commercial Advice
Program economics are modeled using the same financial framework Tricycle uses to manage its own liability and redemption structure.
AI Governance
I/O Sovereign AI™ recommendations come from architecture Tricycle has built, governed, and operated itself.
THE ADVISORY ENGAGEMENT MODEL
Fixed Scope. Defined Deliverables. No Surprises.
Every engagement follows the same five-phase structure with clear handoffs and fixed-fee commercial terms.
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01
Discovery Call
60-minute practitioner conversation focused on the specific challenge and whether a structured engagement is the right next step.
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02
Scope Definition
One-page scope including the question to answer, deliverables, timeline, and fixed fee approved before work begins.
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03
Engagement Execution
Assessment and modeling led by the same practitioner team, not handed off to junior execution staff.
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04
Deliverable Review
Working session review to ensure outputs are usable by internal stakeholders, not shelfware.
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05
Strategic Handoff
Clear next step with accountable owner and commercial structure where platform, creative, or operational follow-through is needed.
THE THREE DOORS
Advisory as the Strategic Entry Point Into the Tricycle Model
Advisory often starts the relationship before platform deployment or creative execution decisions are made.
Advisory to Studios
When the engagement surfaces creative architecture or compliance-production gaps, the path moves directly to Studios without re-brief.
Advisory to Platform
When architecture advisory recommends InsightsOutward, the implementation handoff starts with a complete requirements brief.
Advisory to Both
For full loyalty rebuilds, Advisory defines architecture, Studios executes the creative system, and InsightsOutward governs performance.
Advisory That Does Not Lead Anywhere
Not every engagement leads to a Tricycle execution contract. Some clients implement independently. That outcome is expected and welcome because the objective is a better decision for your organization.
WHERE WE HAVE OPERATED
Industry Experience That Makes Advisory Relevant
Tricycle Advisory value is not generic strategy consulting. It is industry-specific operating experience.
Healthcare / Pharma / MedTech
HCP engagement architecture, HIPAA-compliant loyalty design, adherence economics, and regulatory review for promotional programs.
Financial Services
Cardholder loyalty architecture, tier restructuring, co-brand partner advisory, and CCPA/GDPR governance review.
Retail / E-Commerce
Omnichannel architecture, franchise governance, B2C+B2B+B2E consolidation, and redemption ecosystem design.
Restaurant / QSR
Franchise governance across 40,000+ locations, maturity assessment, earn-rate economics, and B2C+B2B+B2E consolidation.
Travel / Hospitality
Coalition architecture across airline, hotel, and car rental with partner currency mechanics and multiplexer attribution.
Entertainment / Media
Fan program architecture, B2E recognition tied to CX metrics, and subscription loyalty integration strategy.
Telecom
Subscriber retention strategy, churn integration advisory, pulse-enabled win-back, and long-term renewal economics.
Fuel, Fleet & Convenience
Fuel loyalty architecture, fleet management rewards, and convenience store program design with integrated payment strategy.
Franchise & Multi-Brand
Multi-brand architecture, franchise governance, and loyalty program consolidation across portfolio companies.
START WITH A CONVERSATION
Every Advisory Engagement Starts the Same Way
There is no RFP process. No capability presentation. No vendor demo. The first step is a 60-minute conversation with a Tricycle practitioner who has operated in your industry and at your program scale.
If the conversation identifies an engagement, Tricycle produces a one-page scope with a fixed fee. If it does not, you still leave with a clearer and more honest view of your challenge.
Book a Practitioner Conversation
Tell us your industry, your current challenge, and your role. A practitioner with relevant experience will reach out directly.
Book the Conversation