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
You have 50-1,500 locations and a reporting operation that rolls everything up to a single aggregated dashboard that hides which locations underperform their peer cohort. Your Austin store ranks 47th out of 300 on revenue but is 2nd in its region/vertical/store-size/tenure cohort and crushing it relative to peers. The aggregated dashboard treats them like mid-tier underperformers. Your franchisee council demands per-franchisee per-cohort breakouts and FDD Item 19/20 compliance overlay on every report. Completions architects the cohort-framed-kpi-rollup skill on the per-location-rollup -reporting agent end-to-end with 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. You keep every artifact. You keep the data infrastructure. You keep the ability to 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 5 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 causal-uplift CATE meta -learner ensemble (T-learner + S-learner + X-learner + DR -learner + CausalML + DoubleML + EconML + Bayesian -treatment-effect + counterfactual-prediction + causal -forest) per-location per-channel attribution coverage. Per -franchisee benchmark reporting with per-franchisee roll-up + below-floor alerting + FDD Item 19 + Item 20 disclosure compliance overlay.
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. 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 via Slack + Teams + email + franchisee portal + Looker + Tableau + Power BI + custom dashboard. Monthly board-prep digest. Quarterly per-cohort benchmark refresh.
Why in-house breaks at multi-location operator scale
Per-location per-KPI ingestion across 300 locations × 50+ KPIs × 5 cohort dimensions × monthly = 75,000 cohort -location-KPI cells per refresh requires production data infrastructure unstaffable by internal teams. Cross-channel attribution via causal-uplift CATE meta-learner ensemble requires data-science capacity. Per-franchisee benchmark reporting with FDD Item 19/20 requires legal-engineering capacity. Per-location P&L attribution requires per -location cost-accounting + revenue-attribution. Per -location source-attribution waterfall across 10 channels requires per-channel attribution infrastructure. Real-time dashboard delivery requires event-driven architecture. Per -cohort benchmark refresh requires production ML infrastructure.
Completions absorbs all seven axes under one Tier 3 Fractional CMO with AI Swarm engagement. The embedded executive (1-2 days/wk) coordinates the rollup across the per-location-rollup-reporting agent + location-benchmarking + compliance-overlay-manager + master-record-canonicalization siblings.
How the engagement progresses
Tier 1 AI Readiness Assessment($10k, 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 ($25-50k, 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 ($15-25k/ 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 runs per-location per-cohort KPI rollup + cross-channel attribution + per-franchisee benchmark reporting across the operator multi-location operation. 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 5 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 causal-uplift CATE meta-learner ensemble (T/S/X/DR-learner + CausalML + DoubleML + EconML + Bayesian-treatment-effect + counterfactual-prediction + causal-forest) per-location per-channel attribution coverage. Per-franchisee benchmark reporting with per-franchisee roll-up + below-floor alerting + FDD Item 19 + Item 20 disclosure compliance overlay. 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. 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 via Slack + Teams + email + franchisee portal + Looker + Tableau + Power BI + custom dashboard. Monthly board-prep digest. Quarterly per-cohort benchmark refresh. Operator team owns the data infrastructure + brand spec + compliance overlay. Completions owns the swarm orchestration on the per-location-rollup-reporting agent.
Why does in-house per-location per-cohort KPI rollup break at multi-location operator scale?
In-house operation at multi-location portfolio scale fails on seven axes: (1) per-location per-KPI ingestion across 300 locations × 50+ KPIs × 5 cohort dimensions × monthly cadence = 75,000 cohort-location-KPI cells per refresh requires production data infrastructure unstaffable by internal teams; (2) cross-channel attribution via causal-uplift CATE meta-learner ensemble at per-location grain requires data-science capacity with holdout-control infrastructure; (3) per-franchisee benchmark reporting with FDD Item 19 + Item 20 disclosure compliance requires legal-engineering capacity; (4) per-location P&L attribution requires per-location cost-accounting + per-location revenue-attribution + per-location CAC + LTV/CAC ratio + payback period computation; (5) per-location source-attribution waterfall across 10 source channels requires per-channel attribution infrastructure; (6) real-time dashboard delivery across Slack + Teams + email + franchisee portal + Looker + Tableau + Power BI requires event-driven architecture; (7) per-cohort benchmark refresh requires production ML infrastructure. Completions absorbs all seven axes under one 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 ($10k, 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 ($25-50k, 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 ($15-25k/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.
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 KPIs will Completions commit to on Tier 3 engagement?
Typical Tier 3 commitments: (1) per-location per-KPI ingestion coverage at 99-percent target across 50+ canonical KPIs; (2) per-cohort framing accuracy at 99-percent target across 5 cohort dimensions; (3) cross-channel attribution confidence at 90-percent target via causal-uplift CATE meta-learner ensemble; (4) per-franchisee benchmark reporting cadence adherence at 100-percent target (monthly delivery); (5) per-location P&L attribution accuracy at 95-percent target measured against operator finance team validation; (6) per-location source-attribution waterfall accuracy at 95-percent target across 10 source channels; (7) real-time dashboard delivery latency under 4-hour target from data-update to dashboard-refresh; (8) per-cohort benchmark refresh cadence adherence at 100-percent target (quarterly delivery); (9) FDD Item 19 + Item 20 disclosure compliance at 100-percent target when reports shared with franchisee council or prospective franchisees; (10) cross-agent swarm coordination latency under 2-second end-to-end. Each KPI measured against pre-engagement baseline.
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, $10k). If your operation is ready to absorb the rollup, the assessment hands off to the AI Swarm Setup Sprint (Tier 2, 4-8 weeks, $25-50k). If your 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, $15-25k/month, 1-2 days/wk embedded). Operator owns every artifact at every tier. Operator can in-house at any time.