X Ads agent for pipeline generation

A roster of 11 workflows covering 5 of the 8 core jobs, with the core X Ads workflows at every level and overlapping versions removed. Start with the Basic essentials and add each level as you grow.

Basic essentials · 1

+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

Added at Standard · 3

Audit conversion signal quality for X Ads

Improves the quality of the conversion data X optimizes on: deduplication, match quality, primary vs secondary actions and values.

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X Ads

Maintenance Standard complexity Revenue growth

Grade campaigns on lead-to-pipeline quality for X Ads

Joins X leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

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X Ads

Reporting Standard complexity Pipeline generation Lead generation

+2

Suppress upsell ads for accounts with open support issues

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

Signal-based Standard complexity Pipeline generation Brand protection

Added at Advanced · 5

Optimize lookalike and follower look-alike audiences for X Ads

Keeps X lookalike-style audiences seeded with your best customers and retires the ones that drift.

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X Ads

Optimization Advanced complexity Pipeline generation

Expand winning campaigns to new geos for X Ads

Takes proven X campaigns into new countries or regions in a controlled way.

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X Ads

Scaling Advanced complexity Launches Pipeline generation

Promote the best social and news mentions of your brand on X Ads

Scans social and news mentions of your brand, picks the best, and promotes them on X Ads with audiences and budgets ready to approve.

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X Ads

Signal-based Advanced complexity Pipeline generation Lead 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.

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Google Search Ads Facebook Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Advanced complexity Account-based marketing 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

Added at Expert · 1

+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.

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

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

Added at Mad Max · 1

+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