Performance marketing agent for pipeline generation at ecommerce brands

A roster of 9 workflows covering 4 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 · 1

+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

Added at Standard · 1

+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

Added at Advanced · 2

+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

+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

Added at Expert · 1

+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

Added at Mad Max · 4

+5

Set the monthly cap from pipeline and cash forecasts

Recomputes next month's cap from forecast pipeline coverage, revenue targets and how fast spend pays back, instead of a static number set once a quarter.

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All channels

Budget cap Mad Max complexity Pipeline generation Revenue growth

+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

+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.

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All channels

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

+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