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Resources

Practical profitability guides for client-facing advisors.

Use these resources when a client needs a clear decision on margin, ROAS, promotions, inventory, hiring, or runway before money is committed.

Featured guide

Promo approvalMargin Thresholds Before Scaling a Promo

A practical approval checklist for deciding whether an ecommerce client can run a discount, increase ad spend, or do both without hurting margin or runway.

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Useful next steps

ExampleView a sample client report

See how Clear Margins packages a recommendation for a client call.

WorkflowPromo + Ad Scale Approval Report

Review the paid workflow behind promo and ad spend approvals.