Done-for-you offer · Fractional CMO with AI Swarm · cohort-framed-kpi-rollup skill
Completions architects cohort-framed per-location KPI rollup for your multi-location operation
Operators running 50-1,500 multi-location service brands work above a strong data-warehouse + dashboard + per-channel-source + causal- attribution primitives layer (Snowflake + Databricks + BigQuery + Redshift + Postgres for warehouse; Looker + Tableau + Power BI + Metabase + Sigma + Mode + Hex for dashboards; Google Search Console + Google Ads + Meta Business Manager + GBP API + Yelp + Placer.ai + Klaviyo + Twilio + Salesforce + HubSpot + Pipedrive + NetSuite + SAP for per-channel source data; CausalML + DoubleML + EconML + PyMC + Stan for causal-attribution tooling — each vendor ships sophisticated primitives). The orchestration layer that sits above those primitives — per-location per-KPI ingestion across 50+ canonical KPIs, per-cohort framing across region + vertical + store-size + tenure + ownership-model cohorts, cross-channel attribution via causal-uplift CATE meta-learner ensemble at per-location grain, per-franchisee benchmark reporting with FDD Item 19 + Item 20 disclosure overlay, per-location P&L attribution, per-location source-attribution waterfall, real-time dashboard delivery — is operator-side architecture. Aggregated single-dashboard reporting at portfolio scale can flatten per- cohort signal; per-cohort framing recovers it. Completions architects the cohort-framed-kpi-rollup skill on the per-location- rollup-reporting agent end-to-end and coordinates it with the location-benchmarking, compliance-overlay-manager, and master- record-canonicalization siblings. Operator owns every artifact: data infrastructure, per-cohort benchmark definitions, FDD Item 19/20 disclosure register, P&L attribution methodology, brand spec, compliance overlay, audit trail. Operator can in-house at any time.
Published September 24, 2026
What we operate every week
Per-location per-KPI ingestion across 50+ canonical KPIs (organic rank + impression + click + conversion + ROAS + CPC + CPA + GBP impressions + GBP actions + review velocity + rating + foot-traffic + walk-in + phone-in + booked + completed + revenue + refunds + AOV + LTV + CSAT + NPS + churn + retention + reactivation). Per-cohort framing across five cohort dimensions (region + vertical + store-size + tenure + ownership-model corporate vs single-unit vs multi-unit vs area-developer franchisee) with z-score-trend + relative-rank-trend + percentile-trend.
Cross-channel attribution via the causal-uplift CATE meta-learner ensemble (T-learner + S-learner + X-learner + DR-learner + CausalML + DoubleML + EconML + Bayesian-treatment-effect + counterfactual-prediction + causal-forest) at per-location per-channel grain against operator-maintained holdouts. Per-franchisee benchmark reporting with per-franchisee roll-up + below-floor flagging + FDD Item 19 + Item 20 disclosure compliance overlay expressed as a policy-as-code gate (OPA Rego, AWS Cedar, Casbin, Cerbos, Oso) that operator counsel reviews.
Per-location P&L attribution including marketing spend + operating costs + revenue + contribution margin + per-location CAC + per-location LTV/CAC ratio + per-location payback period against operator-finance-team-maintained cost-accounting policy. Per-location source-attribution waterfall (web + paid + GBP + reviews + phone + walk-in + email + SMS + social + referral). Per-channel per-cohort lift attribution.
Real-time dashboard delivery to operator-controlled destinations (Slack + Teams + email + franchisee portal + Looker + Tableau + Power BI + custom dashboard). Monthly board-prep digest. Quarterly per-cohort benchmark refresh.
Where the orchestration above warehouse, dashboard, and attribution primitives compounds at portfolio scale
The vendor primitives are strong. Warehouses scale per-location ingestion. Dashboard vendors deliver to operator stakeholders. Per-channel source vendors expose APIs. Causal-attribution tooling estimates lift. The orchestration above those primitives is what compounds at multi-location scale. Per-location per-KPI ingestion sits above per-source event emission and per-location canonical- ID resolution. Per-cohort framing sits above operator-counsel- maintained cohort definitions. Cross-channel attribution sits above operator-maintained holdout structure. Per-franchisee benchmark reporting sits above a policy-as-code FDD Item 19/20 disclosure gate (OPA Rego, AWS Cedar, Casbin, Cerbos, Oso) that counsel reviews. Per-location P&L attribution sits above operator-finance-team-maintained cost-accounting policy. Per-location source-attribution waterfall sits above per-channel attribution tooling. Real-time dashboard delivery sits above event-driven architecture.
Completions coordinates this orchestration layer under a Tier 3 Fractional CMO with AI Swarm engagement (1-2 days/wk embedded), tying the per-location-rollup-reporting agent to the location-benchmarking, compliance-overlay-manager, and master-record-canonicalization siblings.
How the engagement progresses
Tier 1 AI Readiness Assessment(2-3 weeks, diagnostic). Completions audits the operator current per-location per-cohort KPI rollup operation across seven axes — per-location per-KPI ingestion baseline + per-cohort framing maturity + cross-channel attribution coverage + per-franchisee benchmark reporting + per-location P&L attribution + per-location source-attribution waterfall + real-time dashboard delivery. Deliverable: gap-pack report.
Tier 2 AI Swarm Setup Sprint (4-8 weeks, build with 30-day operating tail). Completions builds the per-location per-cohort KPI rollup on operator infrastructure — cohort-framed-kpi-rollup + per-location-cross-channel-attribution-rollup + per-cohort-benchmark-reporting + per-location-pnl-attribution + per-location-source-attribution-waterfall on the per-location-rollup-reporting agent + peer-cohort-computation on location-benchmarking + per-jurisdiction-overlay-config on compliance-overlay-manager + change-event-emission on master-record-canonicalization.
Tier 3 Fractional CMO with AI Swarm ( month, 6-month minimum, 1-2 days/wk embedded). Completions continues operating the rollup with weekly per-location KPI review + monthly per-franchisee benchmark report delivery + quarterly per-cohort benchmark refresh + monthly board-prep digest + per-event below-floor alert coordination + cross-agent swarm coordination.
Frequently asked
What does "Completions architects cohort-framed per-location KPI rollup for your multi-location operation" actually deliver?
Completions coordinates per-location per-cohort KPI rollup + cross-channel attribution + per-franchisee benchmark reporting across the operator multi-location operation, above a strong data-warehouse + dashboard + per-channel-source + causal-attribution primitives layer (Snowflake + Databricks + BigQuery + Redshift + Postgres for the warehouse; Looker + Tableau + Power BI + Metabase + Sigma + Mode + Hex for dashboards; Google Search Console + Google Ads + Meta Business Manager + GBP API + Yelp + Placer.ai + Klaviyo + Twilio + Salesforce + HubSpot + Pipedrive + NetSuite + SAP for per-channel source data; CausalML + DoubleML + EconML + PyMC + Stan for causal-attribution tooling). Per-location per-KPI ingestion across 50+ canonical KPIs (organic rank + impression + click + conversion + ROAS + CPC + CPA + GBP impressions + GBP actions + review velocity + rating + foot-traffic + walk-in + phone-in + booked + completed + revenue + refunds + AOV + LTV + CSAT + NPS + churn + retention + reactivation). Per-cohort framing across five cohort dimensions (region + vertical + store-size + tenure + ownership-model corporate vs single-unit vs multi-unit vs area-developer franchisee) with z-score-trend + relative-rank-trend + percentile-trend against operator-counsel-maintained cohort definitions. Cross-channel attribution via causal-uplift CATE meta-learner ensemble (T-learner + S-learner + X-learner + DR-learner + CausalML + DoubleML + EconML + Bayesian-treatment-effect + counterfactual-prediction + causal-forest) at per-location per-channel grain against operator-maintained holdouts. Per-franchisee benchmark reporting with per-franchisee roll-up + below-floor flagging + FDD Item 19 + Item 20 disclosure compliance overlay expressed as a policy-as-code gate (OPA Rego, AWS Cedar, Casbin, Cerbos, Oso) that counsel reviews before any report leaves the operator perimeter. Per-location P&L attribution including marketing spend + operating costs + revenue + contribution margin + per-location CAC + per-location LTV/CAC ratio + per-location payback period against operator-finance-team-maintained cost-accounting policy. Per-location source-attribution waterfall (web + paid + GBP + reviews + phone + walk-in + email + SMS + social + referral). Per-channel per-cohort lift attribution. Real-time dashboard delivery to operator-controlled destinations (Slack + Teams + email + franchisee portal + Looker + Tableau + Power BI + custom dashboard). Monthly board-prep digest. Quarterly per-cohort benchmark refresh. Operator owns every artifact: data infrastructure, per-cohort benchmark definitions, FDD Item 19/20 disclosure register, P&L attribution methodology, brand spec, compliance overlay, audit trail. Completions owns the swarm orchestration on the per-location-rollup-reporting agent and its coordination with the location-benchmarking, compliance-overlay-manager, and master-record-canonicalization siblings.
Where does the orchestration layer above data-warehouse + dashboard + attribution primitives compound at multi-location operator scale?
Data-warehouse vendors (Snowflake + Databricks + BigQuery + Redshift + Postgres), dashboard vendors (Looker + Tableau + Power BI + Metabase + Sigma + Mode + Hex), per-channel source vendors (Google Search Console + Google Ads + Meta Business Manager + GBP API + Yelp + Placer.ai + Klaviyo + Twilio + Salesforce + HubSpot + Pipedrive + NetSuite + SAP for source data), and attribution tooling (CausalML + DoubleML + EconML + PyMC + Stan + lifetimes + PyMC-Marketing) ship strong primitives. The orchestration layer above them is operator-side architecture, and at multi-location scale it spans seven workstreams: (1) per-location per-KPI ingestion across 50+ canonical KPIs spanning organic + paid + GBP + reviews + foot-traffic + walk-in + phone + booked + completed + revenue + retention + churn KPIs, sitting above per-source event emission and per-location canonical-ID resolution; (2) per-cohort framing across five cohort dimensions (region + vertical + store-size + tenure + ownership-model) sitting above per-cohort definitions operator counsel and the franchisee council jointly maintain; (3) cross-channel attribution via the causal-uplift CATE meta-learner ensemble (T-learner + S-learner + X-learner + DR-learner + CausalML + DoubleML + EconML + Bayesian-treatment-effect + counterfactual-prediction + causal-forest) at per-location grain, sitting above operator-maintained holdout structure; (4) per-franchisee benchmark reporting with FDD Item 19 + Item 20 disclosure compliance overlay expressed as a policy-as-code gate (OPA Rego, AWS Cedar, Casbin, Cerbos, Oso) that counsel reviews before any report leaves the operator perimeter; (5) per-location P&L attribution sitting above operator-finance-team-maintained cost-accounting policy with per-location CAC + LTV/CAC ratio + payback period computation; (6) per-location source-attribution waterfall (web + paid + GBP + reviews + phone + walk-in + email + SMS + social + referral) sitting above per-channel attribution tooling; (7) real-time dashboard delivery to operator-controlled destinations (Slack + Teams + email + franchisee portal + Looker + Tableau + Power BI) on event-driven architecture. Completions coordinates this orchestration layer under a Tier 3 Fractional CMO with AI Swarm engagement.
What does the engagement look like across Tier 1 → Tier 2 → Tier 3?
Tier 1 AI Readiness Assessment (2-3 weeks, diagnostic): Completions audits the operator current per-location per-cohort KPI rollup operation across seven axes — per-location per-KPI ingestion baseline + per-cohort framing maturity + cross-channel attribution coverage + per-franchisee benchmark reporting + per-location P&L attribution + per-location source-attribution waterfall + real-time dashboard delivery. Deliverable: gap-pack report. Tier 2 AI Swarm Setup Sprint (4-8 weeks, build with 30-day operating tail): Completions builds the per-location per-cohort KPI rollup on operator infrastructure — cohort-framed-kpi-rollup + per-location-cross-channel-attribution-rollup + per-cohort-benchmark-reporting + per-location-pnl-attribution + per-location-source-attribution-waterfall on per-location-rollup-reporting agent + peer-cohort-computation on location-benchmarking + per-jurisdiction-overlay-config on compliance-overlay-manager + change-event-emission on master-record-canonicalization. Tier 3 Fractional CMO with AI Swarm (6-month minimum, 1-2 days/wk embedded): Completions continues operating the rollup with weekly per-location KPI review + monthly per-franchisee benchmark report delivery + quarterly per-cohort benchmark refresh + monthly board-prep digest + per-event below-floor alert coordination + cross-agent swarm coordination.
Who owns the data infrastructure, cohort definitions, and audit trail?
Operator owns 100% of every artifact: data infrastructure (Snowflake + Databricks + BigQuery + Redshift + Postgres operator data warehouse), per-channel data source credentials (Google Search Console + Google Ads + Meta Business Manager + GBP API + Yelp + Placer.ai + Klaviyo + Twilio + Salesforce + HubSpot + Pipedrive + NetSuite + SAP under operator billing + operator credentials), per-cohort benchmark definitions (operator-owned + operator-counsel-aligned), per-location service-area geometry (operator-owned), FDD Item 19 + Item 20 disclosure register (operator-owned + operator-counsel-maintained), brand spec (versioned in operator repo), compliance overlay (rule library in operator repo with attorney-approved updates), per-location P&L attribution methodology + cost-accounting policy (operator-owned + operator-finance-team-maintained), rollup orchestration code (in operator repo with operator-controlled deploy pipeline), causal-uplift CATE meta-learner ensemble code (in operator repo), LLM prompts (in operator repo), dashboard credentials (Looker + Tableau + Power BI under operator billing + operator credentials), audit trail (retention infrastructure on operator cloud account). Completions owns: the orchestration knowledge — how to design per-location per-cohort rollup + how to tune cross-channel attribution + how to debug per-cohort benchmark cascades + how to coordinate the rollup with per-location-rollup-reporting + location-benchmarking + compliance-overlay-manager + master-record-canonicalization siblings. The operator can in-house at any time; Completions credentials revoke immediately on engagement-end.
What does Completions commit to reporting on a Tier 3 engagement?
Tier 3 engagements report against a pre-engagement baseline that the Tier 1 assessment establishes for the operator stack. The reporting cycle covers six workstreams: (1) per-location per-KPI ingestion coverage observed across the operator data warehouse, with the per-source event-emission completeness rate the rollup depends on; (2) per-cohort framing observed across the five cohort dimensions (region + vertical + store-size + tenure + ownership-model), with per-cohort drift reported; (3) cross-channel attribution surfacing observed via the causal-uplift CATE meta-learner ensemble against operator-labeled holdouts that operator-side analysts maintain; (4) per-franchisee benchmark reporting cadence observed, with per-franchisee roll-up + below-floor flagging delivered to operator-controlled destinations (Slack + Teams + email + franchisee portal + Looker + Tableau + Power BI); (5) per-location P&L attribution surfacing observed against the operator finance-team-maintained cost-accounting policy, with per-channel source-attribution waterfall and per-location CAC + LTV/CAC ratio + payback period reported; (6) FDD Item 19 + Item 20 disclosure gate pass rate observed on every report shared with franchisee council or prospective franchisees. Caveats: per-source vendor API rate limits + per-channel event-emission completeness + data-warehouse query budget + dashboard-vendor availability + per-statute retention windows shifting with operator counsel policy sit outside Completions control and are reported alongside observed performance; attorney-client privilege on counsel-reviewed FDD Item 19/20 disclosure rules is preserved through every layer of the reporting cycle. Completions does not commit to fixed numeric SLAs on ingestion coverage, framing accuracy, attribution confidence, P&L accuracy, delivery latency, or disclosure compliance rate when those KPIs depend on vendor performance, data-warehouse availability, or counsel policy decisions.
How does engagement end and what is the operator transition path?
Tier 3 engagements are 6-month minimum with 90-day notice. At engagement end, Completions transitions the per-location per-cohort KPI rollup operation back to operator in-house in 30-60 days: operating-playbook hand-off + in-house staff training across 3-5 operator team members covering per-location per-KPI ingestion + per-cohort framing + cross-channel attribution + per-franchisee benchmark reporting + per-location P&L attribution + per-location source-attribution waterfall + real-time dashboard delivery + per-cohort benchmark refresh + FDD Item 19/20 disclosure management + cross-agent coordination + data infrastructure credentials hand-off + per-channel data source credentials hand-off + dashboard credentials hand-off + LLM prompts hand-off + audit trail hand-off with WORM-storage operator-account-ownership confirmation; Completions credentials revoke immediately on engagement-end. Operator can re-engage Completions at any time on Tier 1 or Tier 2 cadence.
Engage Completions
Start with the AI Readiness Assessment (Tier 1, 2-3 weeks). If the operation is ready to absorb the rollup, the assessment hands off to the AI Swarm Setup Sprint (Tier 2, 4-8 weeks, ). If the operation needs ongoing orchestration after Tier 2 hand-off, the per-location per-cohort KPI rollup continues under Fractional CMO with AI Swarm (Tier 3, 6-month minimum, 1-2 days/wk embedded). Operator owns every artifact at every tier. Operator can in-house at any time.