Facebook Ads agent for pipeline generation

A roster of 12 workflows covering 4 of the 8 core jobs, with the core Facebook Ads workflows at every level and overlapping versions removed. Start with the Basic essentials and add each level as you grow.

Basic essentials · 1

+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

Added at Standard · 2

Grade campaigns on lead-to-pipeline quality for Meta Ads

Joins Meta (Facebook & Instagram) leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

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Facebook Ads Instagram Ads

Reporting Standard complexity Pipeline generation Lead generation

+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

Added at Advanced · 5

Optimize lead forms for pipeline quality for Meta Ads

Makes Meta (Facebook & Instagram) lead forms produce qualified leads instead of cheap, junk submissions.

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Facebook Ads Instagram Ads

Optimization Advanced complexity Pipeline generation Lead generation

Optimize lookalike audiences for Meta Ads

Keeps Meta (Facebook & Instagram) lookalike-style audiences seeded with your best customers and retires the ones that drift.

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Facebook Ads Instagram Ads

Optimization Advanced complexity Pipeline generation

Expand winning campaigns to new geos for Meta Ads

Takes proven Meta (Facebook & Instagram) campaigns into new countries or regions in a controlled way.

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Facebook Ads Instagram Ads

Scaling Advanced complexity Launches Pipeline generation

Promote the best social and news mentions of your brand on Facebook (Meta Ads)

Scans social and news mentions of your brand, picks the best, and promotes them on Facebook (Meta Ads) with audiences and budgets ready to approve.

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Facebook Ads

Signal-based Advanced complexity Pipeline generation Lead generation

+2

Surround conferences with ads aimed at target accounts

Reads the conference calendar and runs account-based campaigns around each event: before to book meetings, during to drive booth traffic, after to follow up.

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Google Search Ads Facebook Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Advanced complexity Account-based marketing Pipeline generation

Added at Expert · 3

Bid on pipeline value from CRM data for Meta Ads

Moves Meta (Facebook & Instagram) from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.

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Facebook Ads Instagram Ads

Optimization Expert complexity Pipeline generation Lead generation

+1

Add target accounts when they hire a new leader or raise funding

Asks Clay to check your target accounts for a new leader in your buyer's function or a fresh funding round, then adds the accounts that qualify to your LinkedIn company targeting with a message that fits. Needs the Clay MCP connected in Roadway.

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Google Search Ads Google Display Ads Facebook Ads LinkedIn Ads X Ads

Signal-based Expert complexity Account-based marketing Pipeline generation MCP

Boost high-intent accounts for Meta Ads

When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Meta (Facebook & Instagram) spend toward them with stage-appropriate ads.

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Facebook Ads Instagram Ads

Signal-based Expert complexity Account-based marketing Pipeline generation

Added at Mad Max · 1

+2

Pace event campaigns to fill capacity 7 days out

Tracks registrations against capacity for every event and scales campaigns so each one is 100% full a week out, then stops spending.

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Google Search Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Mad Max complexity Lead generation Pipeline generation