Tricycle Advisory
We help enterprise teams evaluate loyalty performance, platform architecture, program economics, AI governance, and marketing supply chains—with defined deliverables and fixed fees.
Strategy grounded in operating reality
Our recommendations reflect experience building and operating enterprise loyalty platforms, creative production systems, commercial models, and governance structures.
CHOOSE BY THE QUESTION YOU NEED ANSWERED
Start with the unresolved business question—not a generic consulting framework or an executive title.
Is our loyalty program creating incremental value?
Assess maturity, platform gaps, audience coverage, commercial inefficiencies, and earn-burn economics.
Delivers: Maturity score, gap analysis, and prioritized roadmap.
What platform architecture should we adopt?
Map requirements, dependencies, exit costs, architecture options, and commercial scenarios.
Delivers: Requirements brief, vendor matrix, architecture recommendation, and financial model.
What does the program cost—and what does it return?
Model liability, incremental revenue attribution, paid-media comparison, and multi-year scenarios.
Delivers: Liability model, revenue attribution, scenarios, and CFO briefing.
How should we govern AI and customer data?
Assess AI use, data boundaries, policy requirements, model risk, and architecture alternatives.
Delivers: Risk assessment, governance framework, and architecture recommendation.
Where is our marketing supply chain inefficient?
Map vendors, handoffs, systems, integration points, and the operational data available for improvement.
Delivers: Vendor ecosystem map, integration assessment, and prioritized opportunities.
WHY TRICYCLE ADVISORY
A recommendation is only useful if the operating model, economics, technology, and governance can support it. Tricycle brings those constraints into the work from the beginning.
Practitioners bring enterprise loyalty, platform, creative-production, and regulated-marketing experience into the engagement.
Recommendations account for the production and platform realities Tricycle encounters through Studios and InsightsOutward.
Deliverables are structured for the marketing, finance, technology, risk, and operating stakeholders who must act on them.
THE ENGAGEMENT MODEL
Scope, deliverables, timing, and commercial terms are agreed before work begins.
Clarify the decision, stakeholders, constraints, and evidence already available.
Agree on the question, deliverables, timeline, working team, and fixed fee.
Assess the current state, model alternatives, and test the important assumptions.
Work through findings with the stakeholders responsible for the decision.
Leave with a recommendation, accountable next steps, and an implementation path.
WHERE WE HAVE OPERATED
Business models, data boundaries, partner structures, and review requirements differ. The advisory approach should reflect that.
AFTER THE RECOMMENDATION
Advisory defines the decision. The right implementation path depends on what the evidence supports.
BEFORE YOU ENGAGE
A useful first conversation should clarify fit, independence, scope, and what happens after the recommendation.
Start with the business decision you cannot make confidently today. Discovery determines whether one defined engagement fits or whether the question should be reframed before work begins.
No. The recommendation may lead to independent implementation, an existing partner, Tricycle Studios, InsightsOutward, or a combination. The engagement deliverable should remain useful regardless of who implements it.
The scope identifies the Tricycle practitioners and client stakeholders required to answer the question. Participation is based on the operating, financial, technical, and governance issues involved.
Before work begins, both teams agree to a written scope covering the question, inputs, deliverables, timeline, working team, and fixed fee.
Bring the decision you need to make, the consequence of delaying it, the stakeholders involved, and the evidence or constraints you already know. A complete brief is not required.
START WITH THE DECISION
Tell us what decision is blocked, who it affects, and what evidence you already have. We will determine whether a focused Advisory engagement is the right next step.