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Basic performance marketing agent for pipeline generation

Basic performance marketing agent for pipeline generation

A Basic performance marketing agent for pipeline generation: simple, quick-win workflows that tie ad spend to sales pipeline.

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Workflows by category

A curated roster of 5 workflows covering 3 of the 8 core jobs: the best fit for each job, with overlapping versions removed. Start with the Basic essentials and add each level as you grow.

Basic essentials · 4

+5
A simple check that current customers and open opportunities are excluded from acquisition campaigns on every channel.
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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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+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
A weekly snapshot of pipeline created by paid channels: qualified leads, opportunities and pipeline value by channel.
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Added at Standard · 1

+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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