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Advanced performance marketing agent for pipeline generation

Advanced performance marketing agent for pipeline generation

A Advanced agent focused on pipeline generation across your connected ad channels.

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Workflows by category

A roster of 15 workflows at Advanced complexity, covering 4 of the 8 core jobs. It includes the core workflows at Basic, Standard and Advanced, with overlapping versions removed.

Account health and maintenance · 1

+5
A simple check that current customers and open opportunities are excluded from acquisition campaigns on every channel.
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Reporting · 5

+3
A simple weekly check of lead count, cost per lead and the share of leads sales accepted, by channel and campaign.
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+5
The performance marketing agent's general report: one view of spend, results and cost per goal across every connected channel, with what changed and why. Affiliate and SEO numbers are optional extras that need a data source you connect.
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+5
Ranks the biggest dollar opportunities across every channel this week (budget-limited winners, wasted spend, expansion and tests to run) so Monday's approval queue starts with what matters.
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Measures how paid ABM touches move target accounts: engagement before opportunity creation, stage velocity and win rate vs unreached accounts.
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+5
Reports what a new customer costs overall and on paid channels, how fast that cost pays back and how it compares with customer value, using CRM and billing data rather than platform conversions.
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Optimization · 1

+2
Sends a value for each signup to the ad platforms, based on your own product and revenue data, so bidding favors people who go on to become customers. If you have a value model you trust it uses that; otherwise it uses a simple rule from your history of what similar signups have gone on to pay.
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Signal-based reactions · 4

+2
Reads support and churn-risk signals by segment and pulls upsell and renewal ads from customers who are having a bad time, then restores them when it clears.
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+3
Ages every opportunity by the campaign that sourced it, and cuts or reroutes spend where deals sit in one stage far longer than the rest of your pipeline.
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+3
Reads open demo slots and lead backlog, then scales lead campaigns up when reps have room and throttles them when leads would sit untouched.
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+3
Compares pipeline coverage with the quarter's target every week, and raises spend on the most efficient sources when coverage trails, inside the cap.
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Cross-channel · 4

+1
Extends ABM beyond LinkedIn: finds where your target accounts' buyers actually show up on X, Reddit and ChatGPT, and funds the channels that move those accounts toward pipeline.
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+1
Builds a cross-channel sequence: high-intent search clickers who did not convert get follow-up proof on Meta and LinkedIn.
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Takes proven Google Search keywords, themes and ad copy and rebuilds them as LinkedIn Ads campaigns, targets and creative.
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Takes proven LinkedIn messaging and thought leadership and rebuilds it for cheaper reach on X and Reddit.
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