Optimization performance marketing agent for SaaS companies

A curated roster of 5 workflows covering 1 of the 8 core jobs: the best fit for each job, with overlapping versions removed. Start with the Standard essentials and add each level as you grow.

Standard essentials · 3

+4

Optimize the trial signup flow for paid traffic

Finds where paid visitors drop out of the signup flow, by channel, and fixes the friction that only paid traffic hits.

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

Optimization Standard complexity Trial & signup growth

+3

Conquest competitor audiences on social and video

Targets people who follow, engage with or research competitors on social and video platforms, with switch-focused creative.

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

Optimization Standard complexity Competitor conquesting

+4

Optimize campaigns for activated signups, not raw signups

Re-ranks campaigns, ad sets and keywords by how many signups become active users instead of by raw signups, and shifts bids and budget toward the sources that produce real users.

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

Optimization Standard complexity Trial & signup growth

Added at Advanced · 1

+2

Bid on predicted long-term value for PLG signups

Sends a simple, rule-based value for each signup (an activated signup is worth the historical activation-to-paid value) so bidding chases people who activate. Uses a predicted value only if you supply a model that has a track record.

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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

Added at Mad Max · 1

+2

Evolve lookalike seeds from pipeline value autonomously

Keeps testing new seed definitions (by value, recency, product and segment) for lookalike and predictive audiences, and promotes the seeds that produce the best customers.

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Google Display Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Optimization Mad Max complexity Pipeline generation Lead generation