Performance marketing agent for pipeline generation at marketplaces

A roster of 15 workflows covering 6 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 · 3

+5

Check customer and open-opportunity exclusions

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

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All channels

Maintenance Basic complexity Account-based marketing Pipeline generation

+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

+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 · 5

+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

+3

Pace lead generation to open sales capacity

Reads open demo slots and lead backlog, then scales lead campaigns up when reps have room and throttles them when leads would sit untouched.

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

Signal-based Advanced complexity Lead generation 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.

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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

+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

Ship winning LinkedIn Ads and TLAs to X Ads and Reddit Ads

Takes proven LinkedIn messaging and thought leadership and rebuilds it for cheaper reach on X and Reddit.

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LinkedIn Ads X Ads Reddit Ads

Cross-channel Advanced complexity Pipeline generation Lead generation

Added at Expert · 2

+3

Scale lead volume while holding lead quality

Raises lead volume on the campaigns where extra spend keeps lead quality intact, and stops scaling where volume growth comes from junk leads.

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

Scaling Expert complexity Pipeline generation Lead generation

+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