Performance marketing agent for account-based marketing

A roster of 10 workflows covering 3 of the 8 core jobs, with the core workflows at every level and overlapping versions removed. Start with the Basic essentials and add each level as you grow.

Basic essentials · 2

+5

Check customer and open-opportunity exclusions

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

View workflow

All channels

Maintenance Basic complexity Account-based marketing Pipeline generation

+1

Check target account list match rates

A simple check of how much of the target account and contact lists each platform actually matched.

View workflow

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

Maintenance Basic complexity Account-based marketing

Added at Advanced · 4

Report ABM pipeline influence

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

View workflow

Google Search Ads Google Display Ads YouTube Ads LinkedIn Ads

Reporting Advanced complexity Account-based marketing Pipeline 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.

View workflow

Google Search Ads Facebook Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Advanced complexity Account-based marketing Pipeline 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

+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.

View workflow

LinkedIn Ads X Ads Reddit Ads ChatGPT Ads

Cross-channel Advanced complexity Account-based marketing Pipeline generation

Added at Expert · 3

+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.

View workflow

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

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

+2

Build lookalikes and lift budgets when big deals close

When a deal closes above your size bar, finds the segment it belongs to and builds lookalike audiences, matching ads and extra budget for that segment.

View workflow

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

Signal-based Expert complexity Pipeline generation Account-based marketing

+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.

View workflow

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

Cross-channel Expert complexity Account-based marketing Pipeline generation

Added at Mad Max · 1

+5

Discover new ICP segments from CRM wins with an LLM

Uses an LLM to cluster recent wins in the CRM into new ICP segments, and turns each one into targeting for every channel.

View workflow

All channels

Signal-based Mad Max complexity Pipeline generation Account-based marketing