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Workflow library

Financial decision workflows for client-facing advisors.

Clear Margins turns margin, ROAS, discount, inventory, hiring, and runway checks into versioned proposals, client approvals, guardrails, and monitored baselines.

View sample client reportRead methodology
Recommendation firstPolicy checkedApproval trackedBaseline monitored

High-intent workflows

Pages built around the decisions agencies and CFOs already explain.

Each workflow starts with a specific client ask, then shows the recommendation, assumptions, cases, guardrails, and approval path.

Flagship workflowPromo + Ad Scale Approval Report

Decide whether a client can scale ad spend, run a discount, or hold both without eroding margin, inventory, or runway.

Open workflowPaid mediaAd Spend Approval Workflow

Turn a budget increase into a recommendation, ROAS floor, rollback rule, and client approval record.

Open workflowPromotionsPromo Margin Guardrails Workflow

Translate discount depth, volume lift, return risk, and margin cushion into approve, reject, or needs-better-data guidance.

Open workflowInventoryInventory Reorder Risk Workflow

Check whether a reorder supports the campaign plan without trapping cash or leaving the client exposed to stockouts.

Open workflowCash planningRunway Before Hiring Workflow

Model whether a new hire, contractor, or fixed-cost move preserves runway and has enough revenue coverage.

Open workflowTemplateClient Decision Report Template

Use a repeatable memo structure for recommendation, assumptions, cases, risk, guardrails, approval, and monitoring.

Open workflow

Built for recommendations clients can review and approve.

Each workflow turns calculator output into a documented decision: the question, the assumptions, the cases considered, the recommendation, and the follow-up rules stay visible.

Before approvalAssumptions stay visible

Show the inputs and context behind a recommendation before a client commits budget.

During reviewGuardrails are stated

Separate what is approved, what needs constraints, and what needs better data.

After launchFollow-up is monitored

Compare actuals against the approved baseline and flag when the decision starts drifting.

Each workflow keeps the decision trail clear.

  • QuestionThe specific client decision the advisor needs to answer.
  • CasesBase, upside, stress, and constraint checks where they matter.
  • ReviewApproval status, comments, requested changes, and advisor notes.
  • BaselineThe approved target used for monitoring actual performance later.

See the client-ready report before choosing a plan.

View sample client reportCompare Agency tiers