License the Planning Framework Behind $300M+ in Client Revenue

A commercial planning system for agencies that need defensible client recommendations.

Budget allocation. Forecast plausibility. Client-facing decision clarity.
Built as one planning system.

Your agency license includes:

  • Deployment across multiple client planning and strategy engagements

  • Fully editable Google-based tools

  • Executive-ready outputs

  • Spherical Intelligence Layer (AI-guided decision support)

  • Commercial agency license

$7,500 Standard License
Founding Agency License: $5,999

Founding pricing available for early agency partners

Secure Commercial License 
Instant delivery • Fully editable Google-based assets • No software subscription required

“Jessica has a rare ability to connect high-level strategy with the underlying math and execution. She translates complex marketing decisions into something clear, structured, and actionable — which fundamentally changes how you plan.”

— Krystal P., Founder, Marketing Agency

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Where Agency Planning Breaks Down — Before Clients Feel It

COMMON AGENCY PLANNING CHALLENGE

The Client Goal That Doesn’t Match Reality

Your client wants aggressive growth on a fixed media budget.

The plan looks reasonable.
The assumptions seem fine.
No one sees an obvious issue.

But once the full plan is modeled, the math tells a different story.

Projected outcomes rely on conversion assumptions, volume availability, or allocation logic that won’t actually support the target.

Before budget is locked, your team can:

  • Pressure-test the assumptions behind the ask

  • Surface hidden performance constraints

  • Rework allocations where impact actually exists

  • Walk into client conversations with defensible numbers

Without this process, unrealistic expectations often survive planning—and become your problem after launch.

COMMON AGENCY PLANNING CHALLENGE

When Everyone Has Data — But No One Agrees

Search wants more budget.

Paid social wants more budget.

Leadership wants confidence before approving the plan.

Everyone has a perspective.
No one has a shared planning framework.

The issue isn’t lack of data.

It’s lack of defensible planning logic.

Using this system, your team can:

  • Pressure-test competing assumptions

  • Separate opinion from modeled outcomes

  • Show where allocation changes actually matter

  • Present clear decision paths leadership can evaluate

Without a consistent planning process, budget decisions often default to whoever argues best.

What Your Agency License Includes

Budget Control Map

Understand where budget shifts actually change outcomes.

  • Separate fixed vs. flexible spend

  • Identify where reallocations matter

  • Clarify movable budget before planning decisions

Campaign Forecasting
& Reality Check

Pressure-test projections before approval.

  • Translate assumptions into modeled outcomes

  • Evaluate targets against demand constraints

  • Surface unrealistic expectations early

Executive Alignment Brief

Turn planning math into leadership-ready decisions.

  • Present defensible recommendations

  • Create clearer approval conversations

  • Replace opinion-driven planning discussions

Spherical Intelligence Layer

AI-guided onboarding + decision support

  • Accelerate team onboarding

  • Interpret outputs and scenario logic

  • Apply the framework correctly across client use cases

Who This Toolkit Is For

This toolkit is built for agencies that need to:

  • validate client goals before budget approval

  • defend budget recommendations with math

  • challenge unrealistic assumptions without guesswork

  • create leadership-ready planning conversations

  • show clients why a recommendation changes—not just what changes

What This Toolkit Is Not

This is not:

  • a media buying platform

  • an attribution tool

  • a campaign optimization engine

  • a performance guarantee

It’s a strategic planning and decision-support framework.

Agency Commercial Licensing Included

Built for agency deployment—not one-off planning downloads.

Included

  • Internal team use across planning workflows

  • Commercial deployment across client planning and strategy engagements

  • Reuse across campaigns, accounts, and planning cycles

  • Client-facing use of modeled outputs, screenshots, and completed planning materials

  • Executive Alignment Brief adaptation for agency presentations

  • Spherical Intelligence Layer access for guidance, interpretation, and implementation support

Usage Boundaries

  • No redistribution of raw toolkit files

  • No direct client access to editable source tools

  • No resale as a standalone product

  • No white-label resale or representation of the toolkit IP as proprietary agency software

Need enterprise or multi-team licensing? Contact us.

Turn Agency Planning Into
Defensible Client Decisions

Your team doesn’t need more spreadsheets.
It needs a defensible planning system.

Pressure-test assumptions, challenge unrealistic targets, and walk into client conversations with decision-ready clarity.

The included Spherical Intelligence Layer helps your team onboard faster, interpret outputs correctly, and apply the framework with confidence—without lengthy implementation drag.

Built from real 7-figure agency deployment—not theory. · Reusable across campaigns, clients, and planning cycles.

A single preventable planning mistake can cost more than this license.

Agency Commercial License: $7,500 Standard License

Founding Agency License: $5,999

Introductory pricing for early agency partners.

Your License Includes:

  • Agency commercial deployment rights

  • Reusable internal team licensing

  • Client-facing commercial use

  • Spherical Intelligence Layer onboarding + decision support

GET AGENCY COMMERCIAL ACCESS 
Instant access after purchase • Fully editable Google-based tools • No subscriptions

Agency Buyer FAQs

  • A single preventable planning mistake can cost more than this license.

    If a client budget is off by even 2–3%, the financial impact can exceed the cost of this system immediately.

    This isn’t priced like a spreadsheet download because it isn’t one.

    Your agency license includes:

    • reusable commercial deployment across client engagements

    • internal team licensing

    • the full planning framework (Budget Control Map, Campaign Forecasting & Reality Check, Executive Alignment Brief)

    • the Spherical Intelligence Layer for onboarding, interpretation, and implementation support

    This Founding Agency License pricing is reserved for early agency partners and will increase as commercial deployment expands.

    For agencies managing meaningful budgets, the ROI comes from preventing flawed assumptions before they become expensive client problems.

  • Your agency license allows:

    • internal team use across planning workflows

    • commercial deployment in client strategy and planning engagements

    • reuse across campaigns, accounts, and planning cycles

    • use of outputs, screenshots, modeled scenarios, and executive presentation materials in client-facing work

    Your license does not allow:

    • redistribution of raw editable toolkit files

    • direct client access to source tools

    • resale as a standalone product

    • white-label resale or representation as proprietary agency software

  • The Spherical Intelligence Layer is an AI-guided implementation and decision-support assistant built specifically around this framework.

    It helps your team:

    • onboard faster

    • understand how the planning logic works

    • interpret outputs correctly

    • pressure-test scenarios

    • troubleshoot implementation questions

    • apply the framework consistently across client use cases

    It does not generate campaign optimization recommendations or replace agency strategy.

    Its role is to reduce implementation friction and improve adoption.

  • No.

    This is a planning and decision-support framework—not an execution platform.

    It helps agencies validate assumptions, model realistic scenarios, and structure defensible planning decisions before execution.

    It does not replace:

    • channel expertise

    • media buying strategy

    • creative judgment

    • optimization decision-making

    It strengthens those functions by improving planning clarity upstream.

  • Immediately.

    Access is delivered instantly after purchase.

    Because the Spherical Intelligence Layer is included, teams can onboard significantly faster without long implementation cycles or formal training requirements.

    Most agencies can begin applying the framework to active planning conversations right away.

  • Reusable.

    This is an agency commercial deployment license—not a single-use engagement purchase.

    Your team can apply the framework across multiple:

    • clients

    • campaigns

    • budget cycles

    • planning scenarios

    The value compounds as adoption expands.

Still Have Questions?

If you’re evaluating fit, licensing scope, procurement requirements, or implementation questions, we’re happy to help clarify.

For enterprise licensing, procurement workflows, or pre-purchase questions.