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Performance marketing agent for pipeline generation at SaaS companies

Performance marketing agent for pipeline generation at SaaS companies

An agent focused on pipeline generation across your connected ad channels.

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Workflows by category

A roster of 24 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
A simple check that current customers and open opportunities are excluded from acquisition campaigns on every channel.
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+3
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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+5
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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Added at Standard · 2

+5
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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+2
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.
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Added at Advanced · 10

Measures how paid ABM touches move target accounts: engagement before opportunity creation, stage velocity and win rate vs unreached accounts.
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+5
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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+2
Sends a value for each signup to the ad platforms, based on your own product and revenue data, so bidding favors people who go on to become customers. If you have a value model you trust it uses that; otherwise it uses a simple rule from your history of what similar signups have gone on to pay.
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+3
Ages every opportunity by the campaign that sourced it, and cuts or reroutes spend where deals sit in one stage far longer than the rest of your pipeline.
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+3
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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+3
Compares pipeline coverage with the quarter's target every week, and raises spend on the most efficient sources when coverage trails, inside the cap.
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+1
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.
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+1
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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Takes proven Google Search keywords, themes and ad copy and rebuilds them as LinkedIn Ads campaigns, targets and creative.
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Takes proven LinkedIn messaging and thought leadership and rebuilds it for cheaper reach on X and Reddit.
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Added at Expert · 5

+5
Shows how fast paid-sourced opportunities move and close by channel: win rate, deal size and cycle length, not just pipeline created.
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+5
For SaaS, sets channel spend limits from how fast each channel pays back its cost rather than a flat budget: channels that pay back fast earn more room.
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+3
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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+1
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.
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+5
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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Added at Mad Max · 4

+5
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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+2
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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+5
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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+2
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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