Decision Guardrails Sprint
Turn next week's client calls into approval-ready decisions.
A one-week, $1,500 setup sprint for agencies and fractional CFOs. We turn 1-3 messy client decisions into Clear Margins reports, guardrails, and a reusable agency template your team can use after the sprint.
Best when you already have client reviews coming up and want the workflow built around real decisions, not a blank software setup.
Request the sprintView sample reportThe offer
$1,500 includes the reports, guardrails, template, walkthrough, and 90 days of Agency Pro.
This is for teams that do not want to spend their first week configuring software. Bring the rough client decisions. We package the recommendation, assumptions, policy checks, guardrails, and client-call language so your team can deliver the first reports quickly and repeat the workflow internally.
What you get
We turn rough assumptions into approval-ready recommendations with best/base/worst cases, margin impact, runway impact, advisor notes, and guardrails.
Each decision gets practical thresholds and recovery language your team can use if actual performance drifts after approval.
Your strongest decision pattern becomes a repeatable Clear Margins template for future client reviews.
Use the workspace after the sprint to keep creating branded reports, approval links, and monitored client decision history.
One-week sprint plan
| Timing | What happens |
|---|---|
| Day 1 | Choose clients and gather rough assumptions |
| Days 2-3 | Build decision reports, policy checks, and guardrail language |
| Days 4-5 | Review, polish, and turn one workflow into a reusable template |
| Final session | 60-minute walkthrough so your team can run the next report |
Best-fit decisions
- Can this client scale ad spend safely?
- Can this promo run without destroying contribution profit?
- Should we reorder inventory before the campaign?
- Can we commit cash without shortening runway too much?
- Full bookkeeping cleanup
- Tax, legal, or accounting advice
- Investor-ready financial models
- Automated ad-platform spend changes
Client-call output
The sprint is judged by whether the recommendation is usable in a real meeting.
Example: approve the ad spend increase only while 7-day ROAS stays above the guardrail, reject the deeper discount because the required unit-volume lift is unrealistic, and review actuals after the first campaign week.
Why not just buy Agency Pro?
You can. The sprint is for teams that want the first reports and reusable template built around real client work before they operationalize the software.
Does this replace the free teardown?
No. The free teardown is the low-friction first step. The sprint is the paid implementation path when you want multiple reports and a repeatable team workflow.
Can client names be anonymized?
Yes. We only need the decision context and assumptions required to produce the report. Avoid sending credentials, customer data, bank details, or tax documents.
Have client reviews coming up? Bring 1-3 decisions and we will turn them into approval-ready reports and a reusable Agency workflow.
Request the sprintStart with a free teardown