Expert performance marketing agent for pipeline generation

A roster of 20 workflows at Expert complexity, covering 6 of the 8 core jobs. It includes the core workflows at Basic, Standard, Advanced and Expert, with overlapping versions removed.

Account health and maintenance · 1

+5

Check customer and open-opportunity exclusions

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

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All channels

Maintenance Basic complexity Account-based marketing Pipeline generation

Reporting · 6

+3

Check daily lead volume and quality

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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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Reporting Basic complexity Pipeline generation Lead generation

+5

Report weekly performance across channels

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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All channels

Reporting Basic complexity Pipeline generation Revenue growth

+5

Send a weekly opportunity report

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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All channels

Reporting Standard complexity Pipeline generation Revenue growth

Report ABM pipeline influence

Measures how paid ABM touches move target accounts: engagement before opportunity creation, stage velocity and win rate vs unreached accounts.

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Google Search Ads Google Display Ads YouTube Ads LinkedIn Ads

Reporting Advanced complexity Account-based marketing Pipeline generation

+5

Report blended customer cost and how fast it pays back

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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All channels

Reporting Advanced complexity Pipeline generation Revenue growth

+5

Report pipeline velocity by channel

Shows how fast paid-sourced opportunities move and close by channel: win rate, deal size and cycle length, not just pipeline created.

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All channels

Reporting Expert complexity Pipeline generation

Pacing and budget caps · 1

+5

Cap spend by how fast it pays back

For SaaS, sets channel spend limits from how fast each channel pays back its cost rather than a flat budget: channels that pay back fast earn more room.

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All channels

Budget cap Expert complexity Pipeline generation Revenue growth

Optimization · 1

+2

Bid toward signups that become customers

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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Google Search Ads Microsoft (Bing) Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads

Optimization Advanced complexity Trial & signup growth Pipeline generation

Scaling · 1

+3

Scale lead volume while holding lead quality

Raises lead volume on the campaigns where extra spend keeps lead quality intact, and stops scaling where volume growth comes from junk leads.

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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Scaling Expert complexity Pipeline generation Lead generation

Signal-based reactions · 4

+2

Suppress upsell ads for accounts with open support issues

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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Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads

Signal-based Standard complexity Pipeline generation Brand protection

+3

Cut spend on campaigns whose opportunities stall in the pipeline

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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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Advanced complexity Pipeline generation Lead generation

+3

Pace lead generation to open sales capacity

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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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Advanced complexity Lead generation Pipeline generation

+3

Scale spend when pipeline coverage falls behind the quarter

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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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Advanced complexity Pipeline generation Lead generation

Cross-channel · 6

+1

Reach target accounts on X, Reddit and ChatGPT Ads

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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LinkedIn Ads X Ads Reddit Ads ChatGPT Ads

Cross-channel Advanced complexity Account-based marketing Pipeline generation

+1

Sequence search visitors into social retargeting

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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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads

Cross-channel Advanced complexity Competitor conquesting Pipeline generation

Ship winning Google Search campaigns, targets and copy to LinkedIn Ads

Takes proven Google Search keywords, themes and ad copy and rebuilds them as LinkedIn Ads campaigns, targets and creative.

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Google Search Ads LinkedIn Ads

Cross-channel Advanced complexity Launches Pipeline generation

Ship winning LinkedIn Ads and TLAs to X Ads and Reddit Ads

Takes proven LinkedIn messaging and thought leadership and rebuilds it for cheaper reach on X and Reddit.

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LinkedIn Ads X Ads Reddit Ads

Cross-channel Advanced complexity Pipeline generation Lead generation

+1

Orchestrate ABM plays across channels

Moves target accounts through awareness, engagement and opportunity stages, with LinkedIn as the account-level channel and CRM-synced audiences on the other channels, and budgets that adapt to each account's signals.

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Google Search Ads Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads

Cross-channel Expert complexity Account-based marketing Pipeline generation

+5

Reallocate budget across channels

The performance marketing agent's weekly budget rebalance across every connected channel, based on where the next dollar works hardest and pipeline quality.

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All channels

Cross-channel Expert complexity Pipeline generation Revenue growth