Done-for-you offer · Fractional CMO with AI Swarm · walk-in-phone-attribution 4-skill bundle · walk-in- phone-attribution agent
Per-location multi-touch attribution model selection for DTC ecommerce, multi-location retail, multi-unit franchise, multi- location service brand, and PE-sponsored portfolio operators — Select + Fit + Reconcile + Attest 4-skill bundle on the walk-in-phone-attribution agent, under a 5-anchor compliance overlay anchored on MTA methodology + cross-model triangulation, FTC Pfizer 1972 reasonable-basis substantiation, SEC Reg G + SOX + ASC + Reg S-K Item 303 MD&A, privacy + per-platform data-use, and per-vertical + EU AI Act
iOS 14.5 App Tracking Transparency (April 2021), browser tracking-prevention (Apple WebKit ITP + Firefox ETP + Safari + Google Chrome Privacy Sandbox under the July 2024 user- choice approach), Apple Privacy Manifests + Required Reason API, and per-platform privacy-preserving APIs (Meta CAPI + Aggregated Event Measurement + Limited Data Use + Google Enhanced Conversions + Restricted Data Processing + Apple SKAdNetwork + AdAttributionKit + Google Privacy Sandbox Topics + Protected Audience + Attribution Reporting) have made person-level multi-touch attribution increasingly unreliable while raising the relative reliability of MMM and geo-experimentation. The right method depends on the decision — high-stakes per-channel budget reallocation needs causal incrementality validation (geo-experiment or MMM with sensitivity analysis); tactical optimization within a working channel may use MTA for directional signal; causal incrementality claims require geo-experiment; per-location performance assessment combines MMM + per-location attribution + per-location context. When attribution outputs flow into marketing claims (channel ROAS, payback, channel-credited-revenue claims), FTC Pfizer 1972 reasonable-basis substantiation + Lanham + state UDAP apply. When attribution outputs feed non-GAAP measures or MD&A variance discussion for public registrants, SEC Regulation G + Item 10(e) of Regulation S-K + Reg S-K Item 303 MD&A + SOX Section 302/404 + ASC 606 + ASC 280 + ASC 350 + COSO Internal Control attach. Per-platform data-use terms (Meta CAPI + AEM + Limited Data Use, Google Enhanced Conversions + RDP, Apple SKAdNetwork + AdAttributionKit + Privacy Manifests, LiveRamp DPAs, Snowflake Data Marketplace dataset licenses) govern how per-platform data may be combined. CCPA Section 1798.140(ae) cross-context-behavioral- advertising opt-out + GDPR Articles 6 + 22 + 26 + Article 35 DPIA + state-comprehensive-privacy patchwork + UK GDPR + UK PECR apply when attribution joins to subscriber data. EU AI Act Articles 9 + 13 + 14 + 26 apply when attribution informs high-stakes decisions. The MTA, MMM, incrementality, warehouse, BI, experimentation, per-platform data-source, and consent-management vendors below ship strong primitives. The orchestration above them — operator-data-science-team-and- counsel-approved decision-class methodology selection + cross-model triangulation + uncertainty quantification + sensitivity + FTC substantiation chain preservation + per- platform data-use enforcement + CCPA cross-context propagation + GDPR Article 22 + DPIA + SEC Reg G + SOX + ASC + Reg S-K Item 303 MD&A coordination + EU AI Act applicability evaluation + disclosure-committee coordination + audit trail — is operator-side architecture. You keep the attribution stack, the MMM toolchain, the incrementality + experimentation stack, the warehouse, the BI, the per-platform data-source integrations, the consent-management vendor, the methodology selection rules, the FTC substantiation library, the SEC reconciliation, the WORM audit trail, the policy-as-code policies. You keep the ability to in-house at any time.
Published September 24, 2026
The real ecosystem this sits above
Multi-touch attribution
Northbeam, Hyros, Polar Analytics, Triple Whale, Rockerbox, ChannelMix, Funnel.io, Adobe Analytics, Adobe Customer Journey Analytics, Salesforce Marketing Cloud Intelligence. Each ships strong attribution primitives. Decision-class method selection + cross-model triangulation + post-iOS-14.5 + post-cookie signal-loss accommodation above them is operator-side architecture.
MMM + incrementality + experimentation
MMM: Meta Robyn, Google Meridian (open-sourced January 2024), Uber Orbit, Google LightweightMMM, PyMC-Marketing, Recast, LiftLab, Mass Effect, Nielsen MMM. Incrementality + experimentation: GeoLift (Meta), Recast geo-experiment, Optimizely, LaunchDarkly, Statsig, Eppo, GrowthBook, Split, Amplitude Experiment, Google Search Ads 360 incrementality. Each ships strong primitives. Operator- data-science-team-and-counsel-approved methodology specification + cross-model triangulation above them is operator-side architecture.
Warehouse + BI + per-platform data sources
Warehouse: Snowflake, Databricks, BigQuery, Redshift, ClickHouse, dbt. BI: Looker, Tableau, Power BI, Sigma, Hex, Mode, ThoughtSpot. Per-platform sources: Meta CAPI + AEM + Limited Data Use, Google Enhanced Conversions + RDP + Floodlight + Search Ads 360, Apple SKAdNetwork + AdAttributionKit + Privacy Manifests, LiveRamp DPAs, Snowflake Data Marketplace. Each ships strong primitives. Per-platform data-use enforcement + CCPA cross-context propagation above them is operator-side architecture.
Consent management
OneTrust, TrustArc, Ketch, Securiti, BigID. Each ships strong consent + opt-out + DSAR primitives. Per-recipient per-channel consent class verification + CCPA cross-context propagation above them is operator-side architecture.
Policy-as-code + WORM + legal research
Policy-as-code: OPA Rego, AWS Cedar, Casbin, Cerbos, Oso. WORM: AWS S3 Object Lock, GCS retention, Azure Blob immutable, Snowflake Time Travel. Legal research: Westlaw, Lexis+, Bloomberg Law, Practical Law, Compliance.ai. Each ships strong primitives. The 5-anchor compliance gate that maps MTA methodology + FTC Pfizer + SEC Reg G/SOX/ MD&A/ASC + privacy/per-platform + per-vertical/EU AI Act onto an operator-counsel-approved policy bundle is operator-side architecture.
Frequently asked
What does per-location multi-touch attribution model selection actually deliver, and how does the 4-skill bundle decompose?
An orchestration layer that sits above the operator multi-touch attribution + MMM + incrementality + warehouse + BI + experimentation + per-platform data-source + consent-management + policy-as-code + WORM-storage stack and produces per-location per-decision-class attribution outputs that are defensible against FTC Pfizer 1972 reasonable-basis substantiation, SEC Reg G + Item 10(e) non-GAAP reconciliation, Reg S-K Item 303 MD&A variance substantiation, and per-platform data-use enforcement — without quietly quoting last-click point estimates as "channel X drove $Y revenue" claims that are not defensible. The skill is a four-skill bundle on the walk-in-phone-attribution agent. Skill 1 — Select: choose the appropriate attribution method for each per-location per-decision-class question. Different methods suit different questions. Multi-touch attribution (MTA) — last-click + first-click + linear + time-decay + position-based + W-shaped + U-shaped + algorithmic Shapley + Markov-chain + Google Data-Driven Attribution DDA + Meta Attribution + Northbeam + Hyros + Triple Whale + Polar Analytics + Rockerbox + Adobe Customer Journey Analytics + Adobe Analytics — produces channel-credit estimates from observed user-level click + impression paths. MTA models have known identifiability limits: they cannot recover incrementality without an incremental experiment because they observe correlation not causation; they degrade severely when person-level tracking is unavailable (iOS 14.5 App Tracking Transparency April 2021, browser tracking-prevention, cookie deprecation reduce person-level signal); they are subject to the operator-counsel-approved cookie-consent and CCPA cross-context-behavioral-advertising opt-out boundary. MMM (Marketing Mix Modeling) — Meta Robyn + Google Meridian (open-sourced January 2024) + Uber Orbit + Google LightweightMMM + PyMC-Marketing + Recast + LiftLab + Mass Effect + Nielsen MMM — produces channel response curves from aggregate spend + outcome + context data without person-level tracking. MMM identifiability constraints (no unmeasured confounders, exchangeability, positivity, SUTVA) require operator-data-science-team-approved methodology specification; uncertainty quantification + sensitivity analysis required. Geo-experiment + incrementality testing — GeoLift (Meta) + Recast geo-experiment + Optimizely + LaunchDarkly + Statsig + Eppo + GrowthBook + Split + Amplitude Experiment — produces causal incrementality estimates from randomized or quasi-randomized intervention. Geo-experiments are the gold-standard causal validation. The Select skill applies operator-data-science-team-and-counsel-approved selection rules: high-stakes per-channel budget reallocation decisions require MMM + geo-experiment validation; tactical optimizations within a known-working channel may use MTA; causal incrementality claims for marketing communications require geo-experiment or randomized testing. Skill 2 — Fit: fit the selected method per operator-data-science-team-approved methodology specification with credible/confidence intervals + sensitivity analysis + replication checks. Skill 3 — Reconcile: cross-model triangulate when multiple methods address the same question (MTA + MMM + geo-experiment) and surface agreement vs disagreement. When agreement is strong, confidence is high; when disagreement is large, the operator data science team investigates (methodology drift, identification failure, data quality issue). Reconcile never silently picks the model with the largest channel attribution; the orchestration surfaces the disagreement to operator data science + counsel + marketing for review. Skill 4 — Attest: emit per-output per-recipient attestation (method used, identification strategy, uncertainty interval, sensitivity result, replication status, evidence-class taxonomy, FTC Pfizer substantiation chain when output may flow to marketing claims, SEC Reg G reconciliation when output feeds non-GAAP, counsel-policy-version) to the operator WORM audit trail. The attribution + MMM + incrementality + warehouse + BI + experimentation + per-platform data-source + consent vendors below ship strong primitives. The orchestration above them — operator-data-science-team-and-counsel-approved methodology selection + uncertainty quantification + cross-model triangulation + FTC substantiation chain preservation + SEC Reg G + SOX + ASC coordination + per-platform data-use enforcement + privacy posture + EU AI Act applicability evaluation + audit trail — is operator-side architecture.
Where does single-vendor attribution stop compounding for DTC + multi-location operators in the post-iOS-14.5 post-cookie privacy-friendly era?
Single-vendor attribution is solved at the vendor level. Northbeam, Hyros, Triple Whale, Polar Analytics, Rockerbox, Adobe Customer Journey Analytics ship strong attribution platforms. Meta Robyn + Google Meridian + Uber Orbit ship strong open-source MMM. Recast + LiftLab + Mass Effect ship strong commercial MMM. GeoLift + Optimizely + Statsig + Eppo + GrowthBook + Split + Amplitude Experiment ship strong experimentation. The compound case the walk-in-phone-attribution agent has to handle is the one where (a) iOS 14.5 App Tracking Transparency (April 2021) reduced person-level signal across iOS users; person-level MTA models that worked pre-iOS-14.5 increasingly under-represent the true incremental contribution of paid media channels, (b) browser tracking-prevention — Apple WebKit Intelligent Tracking Prevention has progressively limited third-party cookies and storage since 2017 with continued tightening, Firefox Enhanced Tracking Protection similarly, Google’s long-promised Chrome third-party-cookie deprecation went through multiple delays and in July 2024 Google announced a user-choice approach rather than unilateral deprecation but the broader signal-loss trajectory continues, (c) Apple Privacy Manifests + Required Reason API + Apple’s ongoing tightening of SDK requirements add friction to person-level identifier use, (d) Google Privacy Sandbox APIs (Topics + Protected Audience formerly FLEDGE + Attribution Reporting + Related Website Sets) provide privacy-preserving alternatives but with limited compatibility coverage and ongoing implementation evolution, (e) Meta CAPI + Aggregated Event Measurement + Limited Data Use, Google Enhanced Conversions + Restricted Data Processing, Apple SKAdNetwork + AdAttributionKit are the per-platform privacy-preserving alternatives that replace person-level tracking with aggregated and modeled signal — but each has its own terms of use restricting downstream-data-use scope, (f) state privacy laws (CCPA + 19+ state-comprehensive-privacy laws) and EU GDPR + ePrivacy continue to limit person-level tracking, (g) the cumulative effect is that MTA models have lost reliability in absolute attribution while MMM + geo-experimentation have gained relative reliability; operator data science teams need to combine multiple methods rather than rely on any single method, (h) when attribution outputs flow into marketing claims (CMO quotes "channel X drove $Y in revenue" in pitch deck or case study), FTC Pfizer 1972 reasonable-basis substantiation + Lanham + state UDAP apply — point-estimate single-method attribution claims are not defensible when methods disagree materially, (i) for public registrants, when attribution outputs feed non-GAAP measures (adjusted attribution-credited revenue, adjusted contribution margin), SEC Regulation G + Item 10(e) of Regulation S-K require reconciliation to closest GAAP measure with equal-or-greater prominence + prohibits liquidity-measure non-GAAP in some contexts. When attribution outputs explain MD&A variance, SEC Reg S-K Item 303 requires defensible discussion. When attribution affects revenue allocation across performance obligations, ASC 606 applies. When attribution informs marketing expense capitalization, ASC 350 may apply. SOX 302/404 internal control over financial reporting applies. Without an orchestration layer above the attribution + MMM + incrementality + warehouse + BI + experimentation + per-platform data-source + consent vendors, attribution methodology gets picked by which vendor a data team owns rather than by which method suits the question, FTC Pfizer substantiation chains break when outputs flow to marketing claims, SEC Reg G reconciliation gets missed when outputs feed non-GAAP, ASC 606 + 280 + 350 implications get missed when attribution affects financial reporting, per-platform data-use restrictions (Meta CAPI + AEM + Limited Data Use, Google Enhanced Conversions + RDP, LiveRamp DPA) get violated when data crosses scope, CCPA cross-context opt-out propagation breaks when attribution joins behavioral data, EU AI Act applicability gets unevaluated when attribution informs high-stakes decisions, and the audit trail of "which output + which method + which identification strategy + which uncertainty + which sensitivity result + which counsel-policy-version drove which decision" fragments. The orchestration above the vendors is what holds the cross-method + cross-recipient + cross-regulatory invariants.
How does Skill 1 Select choose among multi-touch attribution + MMM + incrementality testing for each decision class without defaulting to the most familiar method?
Selection is operator-data-science-team-and-counsel-approved per decision class. Step 1 — decision-class characterization. Different decisions need different methods. (a) High-stakes per-channel budget reallocation — moving meaningful budget from one channel to another based on attribution claim — requires causal incrementality evidence; MMM provides aggregate-data privacy-friendly response curves with identifiability constraints; geo-experiment provides causal validation; MTA alone is generally insufficient absent geo-experiment validation because MTA observes correlation not causation. (b) Tactical optimization within a working channel — adjusting bid weights or audience definitions within a channel already validated through experimentation — may use MTA for fine-grained directional signal with operator-counsel-approved caveats. (c) Causal incrementality claim — "running this campaign generated $X incremental revenue" — requires geo-experiment or randomized testing; MTA cannot recover incrementality without experimental data. (d) Per-location performance assessment — "this location is over/under-performing on marketing efficiency" — combines MMM for aggregate-data measurement + per-location attribution + per-location context variables. (e) Variance explanation for MD&A — "Q3 revenue grew Y% — what drove the growth" — requires the same defensibility that any MD&A claim requires; attribution + MMM + geo-experiment + macro context together. Step 2 — method selection. The Select skill applies operator-data-science-team-approved selection rules from the decision class to a candidate method. Step 3 — data availability assessment. Some methods require specific data conditions. MTA needs reliable person-level click + impression paths (severely degraded post-iOS-14.5 + post-cookie-deprecation). MMM needs aggregate spend + outcome + context data with sufficient temporal variation. Geo-experiment needs treatment-control geographic structure + sufficient power. The Select skill verifies data conditions before fitting. Step 4 — methodology spec. Once method selected, the Select skill applies operator-data-science-team-and-counsel-approved methodology specification (priors, identifying restrictions, saturation curves for MMM, parallel-trends for difference-in-differences, common-support for propensity score, instrument validity for IV, randomization quality check for randomized inference). Step 5 — audit. Per-decision-class method selection + data-availability + methodology-spec writes to WORM audit trail with rule-citation evidence + counsel-policy-version. The Select skill does not autonomously promote MTA-only outputs for high-stakes causal claims; operator-counsel-approved policy specifies the substitution rules.
How does Skill 3 Reconcile handle cross-model disagreement when MTA + MMM + geo-experiment produce different effect estimates for the same question?
Cross-model disagreement is operator-data-science-team-and-counsel-approved investigation, not silent model selection. Step 1 — model disagreement metric. Reconcile computes per-method point estimates + uncertainty intervals + identifies where intervals overlap (agreement) versus do not overlap (disagreement). Step 2 — agreement zones — high-confidence findings. When MTA + MMM + geo-experiment intervals overlap meaningfully for the same channel effect estimate, confidence is high; the finding earns a higher evidence-class tier (confirmed-causal when geo-experiment confirms; likely-causal when MMM + MTA agree without geo-experiment). Step 3 — disagreement zones — investigation triggers. When intervals do not overlap, the operator data science team investigates root causes. Common causes include (a) MTA over-attribution to bottom-funnel channels because last-click-style models over-credit the last touchpoint; (b) MMM under-attribution to last-touchpoint channels when MMM specification does not properly capture last-touch effects; (c) MMM mis-specification — priors are wrong, saturation curves are wrong, adstock decay is wrong, identifiability is violated; (d) geo-experiment quality issues — treatment-control contamination, insufficient power, treatment-effect heterogeneity ignored; (e) data quality issues — Meta CAPI deduplication, Google Enhanced Conversions matching, attribution-window mismatches across systems. Step 4 — operator-counsel-approved disclosure of disagreement. When the data science team cannot resolve disagreement through methodology refinement, the disagreement itself is the finding — operator-counsel-approved framing reports the range of estimates with caveats rather than silently picking one. Step 5 — escalation for material decisions. Material per-channel budget reallocation decisions where models disagree route to operator-CMO + operator-CFO + operator data-science leadership for decision under uncertainty with operator-counsel-approved caveats. Step 6 — audit. Per-question per-model agreement/disagreement + investigation status + counsel-policy-version writes to WORM audit trail.
What compliance does the orchestration enforce, and how does it map to MTA methodology + FTC Pfizer + SEC Reg G/SOX/MD&A/ASC + privacy/per-platform/iOS 14.5 + per-vertical/EU AI Act?
Five anchors. Anchor 1 — Multi-touch attribution methodology defensibility + cross-model triangulation + uncertainty + sensitivity. MTA models (last-click + first-click + linear + time-decay + position-based + W-shaped + U-shaped + algorithmic Shapley + Markov-chain + Google Data-Driven Attribution DDA + Meta Attribution) with operator-data-science-team-approved identification limitations + post-iOS-14.5 + post-cookie signal-loss accommodation. MMM (Meta Robyn + Google Meridian open-sourced January 2024 + Uber Orbit + Google LightweightMMM + PyMC-Marketing + Recast + LiftLab + Mass Effect + Nielsen MMM) with operator-data-science-team-approved methodology specification + uncertainty quantification + sensitivity analysis. Geo-experiment + incrementality testing (GeoLift Meta + Recast geo-experiment + Optimizely + Statsig + Eppo + GrowthBook + Split + Amplitude Experiment) for causal validation. Cross-model triangulation pattern. Anchor 2 — FTC Section 5 + FTC Pfizer (1972) reasonable-basis substantiation doctrine + Lanham Act 15 USC 1125(a) + state UDAP + FTC Endorsement Guides 2024 + FTC Fake Review Rule 16 CFR Part 465 (effective October 2024) when attribution outputs drive marketing claims (channel ROAS + payback period + incrementality + per-channel-credited revenue claims in pitch decks + case studies + public statements + paid media + franchise sales). Substantiation chain preserved through FTC limitations period (5-year typical) plus operator-counsel-set tail. Anchor 3 — SEC Regulation G + Item 10(e) of Regulation S-K non-GAAP measures + SEC Reg S-K Item 303 MD&A + SOX Section 302/404 internal control + ASC 606 revenue recognition + ASC 280 Operating Segments + ASC 350 intangible asset accounting + Statement on Auditing Standards 99 (AU-C 240). When attribution outputs feed non-GAAP measures (adjusted attribution-credited revenue, adjusted contribution margin) Reg G reconciliation applies. When attribution explains MD&A variance, Reg S-K Item 303 applies. When attribution affects revenue allocation across performance obligations, ASC 606 applies. When attribution informs marketing expense capitalization (rare but possible for customer-acquisition-cost capitalization in some accounting policies), ASC 350 may apply. SOX internal control applies throughout. Anchor 4 — Privacy + per-platform data-use + iOS 14.5 + cookie deprecation + Apple/Google privacy frameworks. iOS 14.5 App Tracking Transparency (April 2021). Apple WebKit ITP + Apple Privacy Manifests + Required Reason API + Apple SKAdNetwork + Apple AdAttributionKit. Firefox ETP. Google Chrome Privacy Sandbox (Topics + Protected Audience + Attribution Reporting + Related Website Sets) + Google Enhanced Conversions + Restricted Data Processing + Floodlight. Meta Conversions API + Aggregated Event Measurement + Limited Data Use. LiveRamp Data Processing Agreements + Snowflake Data Marketplace dataset licenses + per-platform Terms of Service. CCPA Section 1798.120 + Section 1798.121 sensitive PI + Section 1798.140(ae) cross-context-behavioral-advertising opt-out propagation through operator consent-management vendor + state-comprehensive-privacy patchwork. GDPR Articles 6 + 9 + 22 + 26 + Article 35 DPIA + ePrivacy. UK GDPR + UK PECR. Anchor 5 — Per-vertical regulator + EU AI Act. FDA Office of Prescription Drug Promotion DTC pharma + DEA controlled substances + DISCUS + TTB + per-state liquor + per--regulator + FDA CTP tobacco + state insurance + state real-estate when attribution outputs feed vertical marketing claims. EU AI Act (Regulation 2024/1689) Articles 9 risk management + 13 transparency + 14 human oversight + 26 deployer obligations when attribution informs high-stakes decisions affecting individuals (employment-adjacent + credit-adjacent + housing-adjacent + healthcare-adjacent marketing); Annex III high-risk framework when attribution operates as part of consequential decision system. Broader gate also enforced: COPPA + California AADC + DSA Article 28 when minor audiences + HIPAA when healthcare-vertical PHI + Washington MHMDA when health-context data + ADA Title III + WCAG 2.2 AA for output dashboards via policy-as-code (OPA Rego + AWS Cedar + Casbin + Cerbos + Oso). WORM audit trail (AWS S3 Object Lock + GCS retention + Azure Blob immutable + Snowflake Time Travel) with per-statute retention (FTC 7yr + state-AG variable + GDPR 6yr + CCPA 3yr + SOX 7yr + SEC Reg G/S-K 5yr + IRS 7yr + EU AI Act 10yr + HIPAA 6yr) per operator counsel policy.
What does the engagement look like across Tier 1 → Tier 2 → Tier 3, and what does the Tier 3 reporting cycle commit to?
Tier 1 AI Readiness Assessment (2-3 weeks, diagnostic): audits the operator current per-location attribution posture against the 4-skill bundle + 5-anchor compliance overlay + per-vendor MTA + MMM + incrementality + warehouse + BI + experimentation + per-platform data-source + consent state; deliverable is a gap-pack report identifying which decision classes use mismatched methods (MTA-only for high-stakes causal claims), which outputs flow into marketing claims without FTC Pfizer substantiation chain, which non-GAAP measures lack SEC Reg G reconciliation, which MD&A variance explanations lack Reg S-K Item 303 substantiation, whether ASC 606 + 280 + 350 + SOX coordination is wired when attribution affects financial reporting, whether per-platform data-use restrictions (Meta CAPI + AEM + Limited Data Use, Google Enhanced Conversions + RDP + Apple SKAdNetwork + Apple Privacy Manifests, LiveRamp DPAs) are enforced, whether CCPA cross-context propagates from CDP through attribution, whether GDPR Article 22 + Article 35 DPIA workflow is wired, whether EU AI Act applies when attribution informs high-stakes decisions, and a recommended remediation sequence for Tier 2. Tier 2 AI Swarm Setup Sprint (4-8 weeks): builds the 4-skill bundle on the walk-in-phone-attribution agent, wires MTA + MMM + incrementality + warehouse + BI + experimentation + per-platform data-source + consent + policy-as-code + WORM-storage vendors (operator-chosen subset), configures the operator-data-science-team-and-counsel-approved decision-class methodology selection rules + cross-model triangulation protocol + uncertainty quantification + sensitivity + FTC Pfizer substantiation chain + SEC Reg G + Item 10(e) + Reg S-K Item 303 MD&A + ASC 606 + 280 + 350 + SOX coordination + per-platform data-use enforcement + privacy posture + EU AI Act applicability evaluation, runs 30-day shadow + canary period before flipping to enforce-mode. Tier 3 Fractional CMO with AI Swarm (6-month minimum, 1-2 days/wk embedded): continues operating with weekly/monthly per-decision-class Select + Fit + Reconcile + Attest + monthly cross-model triangulation review + quarterly per-platform data-use policy review against platform terms updates (Meta CAPI + AEM + Limited Data Use + Google Enhanced Conversions + RDP + Apple SKAdNetwork + Apple AdAttributionKit + Google Privacy Sandbox + LiveRamp DPA + Snowflake Data Marketplace) + quarterly compliance evidence packages. Tier 3 reporting is a 6-workstream pre-engagement-baseline reporting cycle (per-decision-class methodology-fit + cross-model triangulation coverage + FTC substantiation chain preservation + SEC Reg G + Reg S-K Item 303 substantiation + per-platform data-use compliance + WORM audit-trail completeness) measured against the operator’s pre-engagement baseline. Each workstream surfaces trend direction and the gap to operator-defined targets. Reporting carries explicit caveats: vendor SLA + Meta CAPI + AEM + Limited Data Use term updates + Google Enhanced Conversions + RDP term updates + Apple SKAdNetwork + Apple AdAttributionKit + Apple Privacy Manifests + Required Reason API updates + Google Privacy Sandbox roadmap + LiveRamp DPA updates + Snowflake Data Marketplace license updates + iOS App Tracking Transparency evolution + browser third-party-cookie roadmap + FTC Endorsement Guides + Fake Review Rule + Pfizer doctrine interpretive guidance + SEC interpretive guidance + GDPR + ePrivacy + CCPA + state-comprehensive-privacy implementing rules + EU AI Act implementing acts sit outside Completions control. Attorney-client privilege preservation across operator-data-science-team-and-counsel-approved methodology + FTC substantiation chain library + per-platform data-use policy + CCPA cross-context opt-out records + GDPR DPIA records + SEC Reg G reconciliation records + EU AI Act records is maintained per operator counsel policy.
Who owns the attribution stack, the methodology specification, the FTC substantiation library, the SEC reconciliation, and the audit trail?
Operator owns every artifact. The multi-touch attribution subscriptions (Northbeam, Hyros, Polar Analytics, Triple Whale, Rockerbox, ChannelMix, Funnel.io, Adobe Analytics, Adobe Customer Journey Analytics, Salesforce Marketing Cloud Intelligence — operator chooses) run under operator billing on operator-controlled accounts. The MMM toolchain (Meta Robyn, Google Meridian open-sourced January 2024, Uber Orbit, Google LightweightMMM, PyMC-Marketing, Recast, LiftLab, Mass Effect, Nielsen MMM — operator chooses) runs on operator-controlled compute or under operator billing. The incrementality + experimentation subscriptions (GeoLift, Recast geo-experiment, Optimizely, LaunchDarkly, Statsig, Eppo, GrowthBook, Split, Amplitude Experiment, Google Search Ads 360 incrementality — operator chooses) run under operator billing. The data warehouse (Snowflake, Databricks, BigQuery, Redshift, ClickHouse, dbt — operator chooses) runs under operator cloud account. The BI tools (Looker, Tableau, Power BI, Sigma, Hex, Mode, ThoughtSpot — operator chooses) run under operator billing. The per-platform data-source integrations (Meta CAPI/AEM/Limited Data Use, Google Enhanced Conversions/RDP/Floodlight/Search Ads 360, Apple SKAdNetwork/AdAttributionKit/Privacy Manifests, LiveRamp DPAs, Snowflake Data Marketplace — operator chooses) run under operator credentials. The consent-management vendor (OneTrust, TrustArc, Ketch, Securiti, BigID — operator chooses) runs under operator account. The operator-data-science-team-and-counsel-approved decision-class methodology selection rules + DAG + identification-strategy library + uncertainty-quantification protocol + sensitivity-analysis protocol + replication protocol + cross-model triangulation protocol + evidence-class taxonomy + FTC Pfizer substantiation chain library + per-platform data-use policy + CCPA Section 1798.140(ae) cross-context propagation records + GDPR Article 22 + Article 35 DPIA records + SEC Reg G + Item 10(e) non-GAAP reconciliation library + SOX 302/404 + ASC 606 + 280 + 350 + Reg S-K Item 303 MD&A coordination workflow + EU AI Act compliance records all live in operator data-science + counsel + finance repo. The Select + Fit + Reconcile + Attest skill code lives in operator code repo. The policy-as-code policies (OPA Rego + AWS Cedar + Casbin + Cerbos + Oso) live in operator code repo, counsel-aligned. The WORM audit trail lives on operator-controlled cloud storage (AWS S3 Object Lock + GCS retention + Azure Blob immutable + Snowflake Time Travel) with per-statute retention enforcement. The FTC + SEC + SOX + ASC + GDPR + CCPA + state-comprehensive-privacy + per-platform data-use + EU AI Act compliance evidence records are operator-counsel-and-CFO-maintained. Completions owns the orchestration knowledge — how to design the per-decision-class methodology selection rules against the operator’s actual decision mix, how to wire cross-model triangulation between MTA + MMM + geo-experiment, how to wire uncertainty quantification + sensitivity analysis + replication without losing actionability, how to preserve FTC Pfizer substantiation chains when outputs flow into marketing claims, how to enforce per-platform data-use restrictions across the Apple + Google + Meta + LiveRamp + Snowflake ecosystem, how to propagate CCPA cross-context opt-out, how to wire GDPR Article 22 + DPIA, how to wire SEC Reg G + Item 10(e) + Reg S-K Item 303 MD&A + ASC 606 + 280 + 350 + SOX coordination with operator finance + disclosure committee, how to evaluate EU AI Act applicability — and that knowledge transfers under the Tier 3 transition path (30-60 days at engagement end with full hand-off of the methodology selection playbook, cross-model triangulation runbook, uncertainty + sensitivity runbook, FTC substantiation chain library, per-platform data-use enforcement playbook, CCPA cross-context propagation playbook, GDPR Article 22 + DPIA playbook, SEC Reg G + SOX + ASC coordination playbook, EU AI Act applicability playbook, and the compliance evidence-package generation playbook). Completions credentials revoke on engagement-end.
Engage Completions
Start with the AI Readiness Assessment (Tier 1, 2-3 weeks): audit of operator current per-location attribution posture against the 4-skill bundle + 5-anchor compliance overlay + per-vendor MTA + MMM + incrementality + warehouse + BI + experimentation + per-platform data-source + consent state. Hand off to Tier 2 AI Swarm Setup Sprint (4-8 weeks): build the 4-skill bundle on the walk-in-phone- attribution agent, wire MTA + MMM + incrementality + warehouse + BI + experimentation + per-platform data-source + consent + policy-as-code + WORM-storage, configure decision-class methodology selection rules + cross-model triangulation + uncertainty + sensitivity + FTC Pfizer substantiation chain + SEC Reg G + Item 10(e) + Reg S-K Item 303 MD&A + SOX + ASC 606 + 280 + 350 coordination + CCPA cross-context propagation + GDPR Article 22 + DPIA + per-platform data-use + EU AI Act applicability evaluation, run 30-day shadow + canary before flipping to enforce-mode. Continue under Tier 3 Fractional CMO with AI Swarm ($15- 25k/mo, 6-month minimum, 1-2 days/wk embedded).
Related reading
- Done-for-you per-market Marketing Mix Modeling (the MMM method sibling that pairs with multi-touch attribution model selection)
- Done-for-you root-cause attribution diagnostics (the diagnostic sibling that explains why KPIs moved)
- Fractional CMO with AI Swarm (Tier 3 engagement that operates the per-location attribution model selection cycle)