Agent for hire · All agents
Per-Location Rollup + Executive Reporting Agent
CFO / board / PE-sponsor / franchisee-council reporting surface — cohort-framed rollups, drivers analysis, forward-looking recommendations.
Hire the agent that drafts your board decks, PE-sponsor letters, and franchisee-council memos. Consumes streams from location-benchmarking + attribution + anomaly-detection + master-record + audit-trail; produces quarterly board decks, monthly executive summaries, cohort-framed per-location rollups, drivers analysis, and forward-looking invest/divest recommendations. Replaces the $90-150k FP&A analyst + $5-15k/quarter BI consultant + the 20-40 hours of CFO deck-assembly time per board cycle.
- Minimum term
- 6 months
- Context tuning
- 10 days · included
How pricing works
Pricing is scoped to your operation in a 30-minute consultation — how many locations, which integrations, what context tuning we do at onboarding. After the call you receive a private checkout link with a fixed monthly number.
Two paths to running this agent
Self-host with the free deployment guide and run your own instance, or rent the hosted agent and skip the build entirely. The skill library is the same either way — the rental ships with hosting, maintenance, and context-tuning included.
DIY
Self-host with the deployment guide
Free walkthrough of how to deploy rollup-reporting agent on your own infrastructure. You bring the engineering time and the integrations. You own every artifact end-to-end.
- Effort
- Yours
- Time
- Self-paced
- Cost
- Free
DFY — rental
Rent the hosted agent
We host the runtime, maintain the skill library, and tune the agent to your context at onboarding. You pay a monthly fee. No bespoke customization — new skills go through the shared backlog.
- Effort
- Ours
- Onboarding
- 10 days
- Cost
- Scoped on call
What this agent owns
The CFO / board / PE-sponsor / franchisee-council reporting surface at multi-location operators. Consumes location-benchmarking cohort streams, attribution data, anomaly events, master-record canonical entity rollups, and audit-trail history; produces quarterly board deck assembly (PowerPoint + Google Slides export), monthly executive-summary email/Slack drafting, drivers analysis with variance explanation, forward-looking invest/divest recommendations, and PE-sponsor LP letter drafting. Premium decisioning-surface — the report IS the output, no execution. Composes with brand-spec corporate-voice gate and audit-trail for regulator-defensible reports.
Install it where your team already works
The agent listens for inbound requests from any of these surfaces and acts inside its skill boundary.
- Slack
- Microsoft Teams
- Webhooks
- REST API
- Google Sheets
- Notion
Example asks
- "@rollup draft the Q3 board deck — cohort framing on the bottom-quartile locations" (Slack)
- Scheduled monthly + quarterly board-cycle dates trigger report-assembly workflow
- Anomaly fires above threshold → draft ad-hoc crisis-comm memo for next board cycle
- "@rollup PE-sponsor LP letter for the multi-brand parent — Q4 numbers" (Teams)
Skill library
Every skill in the rental package. Status reflects current development state — early-adopter subscribers influence which backlog skills move into development next.
In development
- In development
Quarterly board deck generation
Assembles PowerPoint + Google Slides board decks from cohort-framed KPI rollups, drivers analysis, and forward-looking recommendations.
- In development
Monthly executive-summary drafting
Drafts monthly executive summaries delivered via Slack/Teams/email with anomaly highlights and variance explanation.
- In development
Cohort-framed per-location KPI rollup
Consumes the location-benchmarking cohort streams and frames per-location performance against peer-cohort percentiles.
- In development
Identifies which segments, locations, and campaigns drove variance vs forecast and quantifies contribution.
- In development
Per-channel + per-region attribution rollup
Composes the attribution stream into per-channel and per-region ROAS rollups for executive reporting.
- In development
Forward-looking invest / divest recommendations
Produces market-level invest / divest / hold recommendations grounded in cohort, attribution, and anomaly evidence.
- In development
Scores every draft output against the brand spec; auto-publishes at 0.88+, routes lower scores to editorial queue.
DIY walkthrough: /howto/how-to-set-up-a-brand-voice-gate-for-50-locations
Backlog — subscribers prioritize one at a time
These skills are mapped from the 248-loop SKU research backlog. We build one at a time, in sequence, with active subscribers voting on which goes next. One skill per quarter is included in the base rental; subscribers can request more through a separate skill-accelerator add-on.
- Backlog · subscriber-prioritized
Drafts PE-sponsor LP letters in multi-brand parent rollup format, composing hierarchical brand-spec sub-specs through nested inheritance.
Suggest a skill
The backlog is open-ended. If the skill you need is not on this list, propose it during onboarding or anytime through your subscriber Slack — every active subscriber gets a vote on what moves into development next.
What is and is not in the rental
Included
- Hosted agent runtime + integrations
- 10-day context tuning at onboarding (brand spec, master record, integration credentials, autonomy profile)
- Maintained skill library — every skill listed above
- 2 new skill from the shared backlog per quarter
- Weekly + monthly usage reporting
- Subscriber Slack for priority + escalation
- Every artifact the agent produces is yours to keep
Not included
- Bespoke skill development outside the shared backlog
- Custom integrations beyond the listed surfaces
- Strategy / executive layer — handled by the Fractional CMO engagement
- Whole-stack orchestration of multiple agents — handled by the Setup Sprint or Fractional CMO
- Initial build of the productized capability — see /implementations for the one-time setup engagement
Adjacent agents in the swarm
Rollup-reporting agent works cleanly alongside these agents. Subscribe to multiple to operate the full swarm; subscribe to one to start with the tightest pain point.
Territory Analysis + Market Scoring Agent
Franchise-developer decisioning surface — per-market buy/skip/probe scoring with demographics, foot-traffic, real-estate, and FDD territorial-protection gating.
Min 6-month term · context tuning included at onboarding
Per-Location Performance Benchmarking Agent
Compares every location to its peer cohort on the metrics that move budget — at 2σ thresholds with root-cause attribution.
Min 6-month term · context tuning included at onboarding
Offline Attribution Intelligence Agent
Surface-as-foundation hybrid — answers which marketing dollar generated which revenue dollar at which store.
Min 6-month term · context tuning included at onboarding
Book a consultation to hire rollup-reporting agent.
Thirty minutes. We scope your operation — locations, integrations, compliance shape, where the agent runs first — and follow up with a fixed monthly number and a private checkout link. Skill library is still in development; first subscribers shape the backlog.