Instagram Ads agent for pipeline generation

A roster of 12 workflows covering 4 of the 8 core jobs, with the core Instagram 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.

View workflow

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.

View workflow

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.

View workflow

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

Signal-based Standard complexity Pipeline generation Brand protection

Added at Advanced · 6

Optimize lead forms for pipeline quality for Meta Ads

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

View workflow

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.

View workflow

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.

View workflow

Facebook Ads Instagram Ads

Scaling Advanced complexity Launches Pipeline generation

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

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

View workflow

Instagram Ads

Signal-based Advanced complexity Pipeline generation Lead generation

+1

Switch ads to closing content when accounts enter late-stage deals

When a target account reaches evaluation or negotiation in the CRM, swaps its ads to security, ROI and customer proof for the buying committee.

View workflow

Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads

Signal-based Advanced complexity Account-based marketing Pipeline generation

+4

Turn recurring objections and pains from sales calls into ads

Reads aggregated themes from sales calls and turns the top pains and objections into ad angles, search ad groups and landing page proof.

View workflow

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

Signal-based Advanced complexity Lead generation Pipeline generation

Added at Expert · 2

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.

View workflow

Facebook Ads Instagram Ads

Optimization Expert complexity Pipeline generation Lead generation

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.

View workflow

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.

View workflow

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

Signal-based Mad Max complexity Lead generation Pipeline generation