Productized engagements, by problem
Each one solves a single measurable problem in a fixed timeline, and each names what your existing tooling already covers so the overlap is obvious before a call rather than after one.
Grouped by who they are for. If none of them is your problem, the assessment names which one is.
Multi-unit franchise systems
8-week engagement
Walk-In + Phone Offline-to-Marketing Attribution
Attribute walk-in and phone customers back to marketing source across every location. Identity stitching across phone tracking, POS, and ad platforms unlocks the channel mix data your CFO has been asking for. Productized swarm — not enterprise MMM vendor lock-in.
What you likely run today: CallRail and Invoca cover phone attribution only — no POS stitching, no walk-in attribution. LeadsRx and Tealium handle online attribution but stop at the door. Marketing-mix-modeling vendors (Marketing Evolution, Nielsen) charge $50k+ for enterprise scope at aggregate granularity — never per-location. No vendor productizes per-location multi-channel offline attribution at multi-loc franchise SMB price points. Genuine whitespace.
8-week engagement
Event-Record-to-Multi-Surface Deployment
Ship one event record across landing page + GBP event post + social posts + email + paid ads for every location in your network, with publish-T-N and retire-T+M timing windows. Recurring events, one-off promotions, and seasonal campaigns all run through the same orchestration swarm.
What you likely run today: No vendor productizes event-record-to-multi-surface deployment with per-location branding + timing-window logic at multi-loc scale. Generic marketing automation (Marketo, HubSpot) handles email but not GBP event posts or per-location creative variants. Per-location franchise marketing platforms (Hyperlocology, SOCi, Tiger Pistol) handle some surfaces but lack the event-record schema + timing-window orchestration.
6-week engagement
Per-Location Marketing Performance Benchmarking
Per-location marketing performance scoring across rank, traffic, conversion, CAC, and retention dimensions. Peer-cohort comparison (vs same-vertical and same-size locations) + AI narrative generation + drillthrough explanation when a location under-performs. Replaces quarterly analyst-driven reviews with continuous benchmarking.
What you likely run today: BI tools (Looker, Tableau, Domo) build custom dashboards but require expensive analyst headcount and lack out-of-the-box franchise marketing scoring. Vendor reports (Reputation.com, Birdeye) cover narrow surface slices only. No tool delivers integrated multi-dimension marketing benchmarking + AI narrative + peer-cohort analysis natively for franchise operations.
6-week engagement
Post-Crisis SEO Repair + Reputation Rebuild
Multi-week rebuild of search and reputation surface after a brand crisis. SERP analysis + reputation rebuild content plan + negative-result suppression + review-velocity recovery + schema for positive citations. For brands that survived a crisis and now need active rebuild.
What you likely run today: PR agencies handle messaging but rarely productize SEO repair + content production + review velocity recovery as a coordinated swarm. Reputation management vendors (Reputation.com, Birdeye) handle review monitoring but not active rebuild content. SEO agencies do generic SEO without crisis-recovery context. No vendor productizes the full post-crisis repair engagement.
8-week engagement
Cross-Location Loyalty Member Journey Orchestration
Orchestrate loyalty member journeys across all your locations. Multi-location attribution, tier counting, network-wide vs location-specific offers, re-engagement flows. Whitespace position no loyalty platform vendor occupies — Punchh, Thanx, and Belly track transactions per member but lack multi-location orchestration.
What you likely run today: Loyalty platforms (Punchh, Thanx, Belly, Loyalty Cloud) provide per-member transaction tracking and basic offer generation. None productize cross-location orchestration. Marketing automation platforms can be wired up manually but the per-location logic typically becomes spaghetti at scale. No vendor productizes the multi-location-vantage-point loyalty layer.
3-week engagement
Lost-Call Recovery Workflow
Detect hung-up + missed + no-booking calls across all locations; trigger cross-channel recovery (auto-callback within 5 minutes, SMS, email, retargeting). Sits on top of CallRail or Invoca. ROI math: 50% recovery rate × $100 avg call value × thousands of monthly calls = payback inside one month.
What you likely run today: CallRail offers basic missed-call alerts but no recovery workflow. Invoca has conversation analytics but no recovery automation. No vendor productizes the lost-opportunity recovery loop at multi-loc scale with cross-channel sequencing. Whitespace position.
3-week engagement
Cross-Location Photo De-Duplication Audit + Remediation
Detect the same photo deployed across 23 of your 47 GBP profiles + location pages + Yelp listings — a Google Business Profile quality signal you are likely failing. Perceptual hashing across all deployed surfaces + per-location duplicate clustering + remediation work orders. DAM vendors do not occupy this surface.
What you likely run today: DAM systems (Bynder, Brandfolder, Frontify) handle brand-side governance — which photos are approved + on-brand. They do not handle deployment-side de-duplication — which photos are actually live where, across which surfaces, at which locations. This is genuinely whitespace; no competitor productizes the multi-location-deployment-side view.
3-week engagement
Per-Prospect Territory Analysis Engine
AI engine that generates per-prospect Discovery Day collateral in minutes instead of 4-8 hours per prospect. Multi-source territory analysis (demographics + competition + traffic + comparable performance) + scoring across 8-12 dimensions + per-prospect personalization.
What you likely run today: Esri Tapestry / Claritas / SiteZeus deliver demographics + market scoring but are not packaged for franchise-development-collateral use. STR / Placer.ai handle traffic data but not multi-source synthesis. No vendor productizes per-prospect-per-territory analysis as a franchise-development engine.
Multi-location retail
6-week engagement
Per-Channel Product Description Adaptation Engine
Adapt your canonical product descriptions across Amazon, Shopify, Faire, Walmart, and Target Plus — each channel-specific constraints + brand-voice gate. Closes the per-channel optimization gap at 5,000+ SKU scale that no PIM or listing-tool vendor productizes.
What you likely run today: PIM systems (Akeneo, Plytix, Productsup) handle structured attribute syndication but produce generic description adaptation. Listing tools (ChannelAdvisor, Sellbrite) handle publishing workflow but lack AI-adapted copy. Channel-specific tools (Helium 10 for Amazon, etc.) lack brand-voice gating and cross-channel consistency. No vendor productizes brand-voice-gated channel-adapted descriptions at multi-channel retail scale.
3-week engagement
Per-SKU Compliance Gate for Regulated Retail Categories
AI compliance scanner for SKU descriptions in FDA + FTC + USDA + TTB regulated categories. Pre-publish gating + audit trail + suggested compliant alternatives. Insurance-math pricing — FDA warning letters and FTC enforcement actions are existential risk.
What you likely run today: PIM/listing systems handle attribute structure but not claim compliance. Regulatory-tech vendors (TraceLink for pharma, Coupa for procurement-compliance) handle SOPs but not AI-powered per-SKU description compliance. No vendor productizes per-SKU compliance scanning at retail-scale velocity.
3-week engagement
Per-Store CS Agent Assist with Brand-Voice Gate
Multi-source context injection for CS agents — when an agent gets a question about Store X, they get inventory + promotions + ticket history + complaint patterns auto-injected. Brand-voice-gated suggested replies. Sits on top of Zendesk / Intercom / Gorgias.
What you likely run today: Helpdesk vendors (Zendesk, Intercom, Gorgias) handle ticket workflow but lack per-store context injection at multi-store retail scale. CRM vendors handle customer history but lack store-context layer. No vendor productizes the brand-voice-gated multi-store CS assist.
Any multi-location operator
8-week engagement
Cross-Domain Data Integration Engine
Unify marketing + operations + financial data into one queryable joined dataset per location. Multi-source ingestion + schema reconciliation + identity stitching + cross-domain query interface. The foundation layer for measurement, attribution, churn forecasting, and ROI defensibility.
What you likely run today: Enterprise CDPs (Segment, mParticle) handle customer-side identity but rarely extend into ops/financial systems. Snowflake/BigQuery require analyst headcount to build joins. Reverse-ETL vendors (Hightouch, Census) handle output activation but not the joining layer. No vendor productizes the cross-domain joining infrastructure at multi-loc franchise SMB price points.
Not sure which one
The assessment is diagnostic. It names the highest-leverage problem to solve first and what solving it would take, and it ends in a document you own whether or not anything follows.
Ready to talk instead? Book the 30-minute consultation, or take the three-question diagnostic first.