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Advisor Template Gallery

Reusable decision playbooks for agencies, CFOs, and ecommerce advisors.

Clear Margins templates package the structure behind repeatable client decisions: inputs, formula chain, policy checks, guardrails, sandbox bounds, advisor note, and approval workflow. The public gallery is a pilot for co-branded playbooks from advisors with a clear point of view.

Have a framework your audience already uses? Package it into a Clear Margins decision template and turn it into a partner growth channel.

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Template anatomy

Each template is a reusable decision workflow, not a static worksheet.

A good Clear Margins template packages the question, formulas, policy checks, client-facing language, and clone rules an advisor already repeats by hand.

1Client question

The specific decision the advisor needs to answer.

2Formula chain

The calculators and model nodes that must stay connected.

3Policy checks

Margin, ROAS, inventory, runway, and data-confidence gates.

4Client view

Plain-English recommendation, assumptions, guardrails, and next action.

5Reuse rule

What can be cloned into the next client workspace without copying history.

Pilot templates

Pilot template
Q4 DTC Scaling Blueprint

Approve or reject BFCM promo and ad scale plans with ROAS floors, discount lift hurdles, inventory checks, and rollback guardrails.

Use case
Promo + ad scale
Guardrails
ROAS floor, discount lift, inventory runway
Output
Client approval report
Use this structurePreview report
Partner-ready
Monthly Margin and Runway Teardown

Turn month-end COGS, cash balance, return rate, and inventory data into a forward-looking advisory review.

Use case
Bookkeeping advisory
Guardrails
Margin leak, cash runway, return drag
Output
Monthly advisory memo
Use this structurePreview report
Pilot template
Inventory Cash Guardrail Review

Evaluate a cash-heavy reorder before a planned campaign using lead time, safety stock, contribution profit, and runway impact.

Use case
Inventory approval
Guardrails
Reorder point, cash lockup, stockout risk
Output
Reorder approval brief
Use this structurePreview report
Draft candidate
Lifecycle Promo Recovery Memo

Check whether a winback offer protects margin after discount depth, refund drag, repeat purchase assumptions, and ad spend.

Use case
Retention promo
Guardrails
Offer depth, refund rate, payback window
Output
Offer safety memo
Use this structurePreview report

Why partners publish templates

1

Publish a named decision template with your framework and attribution

2

Give your audience a concrete financial workflow instead of a generic calculator

3

Route qualified firms into a teardown, demo workspace, or Agency plan

4

Create a partner channel around the way you already explain client decisions

Partner model

Co-branded templates should create useful proof before they create pitch pressure.

The right partner template starts with a specific client question, not a feature list. It should help a firm answer whether to approve, approve with guardrails, reject, or ask for better data. Affiliate or revenue-share terms can be discussed after the first useful template is scoped.