The Scorecard finds your gaps. The Planner builds the fix. The Tracker proves it's working. Three tools. One connected system.
Apart, each one replaces tools that cost thousands. Together, they create a closed-loop marketing operating system.
Built from the same framework I've used with $25M+ marketing budgets, now packaged as three self-service power tools.
Save $147 vs. buying separately ($894 → $747)
These aren't templates you fill in — they're planning and performance engines that auto-configure, flag what needs attention, and tell you where to double down, where to reallocate, and where to cut.
WHAT'S INCLUDED
80-question diagnostic across 5 scored sections
Channel ROI Audit with Scale / Maintain / Optimize / Pause recommendations
Financial Impact Calculator — see your waste in dollars
10 Quick Wins + personalized 90-Day Action Plan
Auto-configured for your business model
WHAT'S INCLUDED
Express Mode auto-builds your acquisition budget in 5 minutes — channels, benchmarks, monthly projections, and seasonality configured to your industry
60+ marketing channels across 10 industries with sourced CPA benchmarks
Historical Data integration — override benchmarks with your actual numbers and the entire plan recalculates
Full Marketing P&L with Fully-Loaded CAC, LTV:CAC, and contribution margin
Executive Dashboard with Plan Health Score (0–100), auto-generated insights, and conversation starters for budget meetings
What-If Optimizer for scenario testing before you commit budget
WHAT'S INCLUDED
Transfer your plan from the Planner — copy, paste, and your budget becomes your performance benchmark
Enter monthly actuals and everything calculates — real CPAs by channel, variances against plan, YTD pacing, and trend lines
Every channel gets a dynamic recommendation — Scale, Maintain, Optimize, or Pause — that updates as your numbers change
Conditional formatting and status flags highlight what's off-track: overspending, underperforming channels, pacing gaps, CPA spikes
Formula-driven insights on the Executive Dashboard interpret your data into conversation starters for leadership
"Prove It" section for executive justification
Step 1: Diagnose (Scorecard) Take the 80-question assessment. In 45 minutes you'll know your score, your gaps, and your estimated waste. The Channel Audit shows you which channels to scale and which to cut.
Step 2: Plan (Planner) Build a defensible budget using what you learned. Express Mode auto-configures based on your industry and goals. Import historical data and benchmarks get replaced with your real numbers. Leadership-ready in 30 minutes.
Step 3: Track (Tracker) Transfer your plan into the Tracker and enter monthly actuals. It auto-calculates real CPAs, compares to plan, and recommends what to scale, maintain, optimize, or pause. Built-in alerts flag problems before they become expensive.
Step 4: Optimize (Repeat) Use the Tracker's insights to adjust the Planner. Test scenarios in the Optimizer. The Executive Dashboard gives you what to bring into budget meetings — what's working, what's not, and where to reallocate.
WHO IT'S FOR
Marketing leaders managing $100K–$150M+ in annual paid marketing spend
Teams that need to justify every dollar to leadership
CMOs tired of rebuilding budget spreadsheets from scratch every year
Fractional CMOs who need a repeatable system for every client
Anyone spending on marketing without a real plan to measure it against
Marketers who want proof points for leadership