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Performance marketing workflows for account-based marketing

Performance marketing workflows for account-based marketing

Browse 25 workflows for account-based marketing in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

+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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Signal-based
Expert
SaaS · Sales-led
Boost high-intent accounts for Google Display Ads
When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Google Display spend toward them with stage-appropriate ads.
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Signal-based
Expert
SaaS · Sales-led
Boost high-intent accounts for Google Search Ads
When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Google Search spend toward them with stage-appropriate ads.
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Signal-based
Expert
SaaS · Sales-led
Boost high-intent accounts for LinkedIn Ads
When target accounts show buying intent (site visits, pricing views, third-party intent), shifts LinkedIn spend toward them with stage-appropriate ads.
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Signal-based
Expert
SaaS · Sales-led
Boost high-intent accounts for Meta Ads
When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Meta (Facebook & Instagram) spend toward them with stage-appropriate ads.
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Signal-based
Expert
SaaS · Sales-led
+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.
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Signal-based
Expert
SaaS · Sales-led
+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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Maintenance
Basic
4 business types
+1
Check target account list match rates
A simple check of how much of the target account and contact lists each platform actually matched.
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Maintenance
Basic
SaaS · Sales-led
+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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Signal-based
Mad Max
All business types
Optimize account expansion audiences for LinkedIn Ads
Keeps your LinkedIn Predictive Audiences and company list expansion seeded with your best customers, and retires the ones that drift.
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Optimization
Advanced
3 business types
Optimize job title and seniority targeting for LinkedIn Ads
Uses LinkedIn demographic reporting to keep spend on the job titles, functions and seniorities that create pipeline.
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Optimization
Standard
4 business types
Optimize LinkedIn profile targeting for Microsoft (Bing) Ads
Uses Microsoft Advertising's LinkedIn profile targeting (company, industry, job function) as bid signals on search to favor ICP searchers.
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Optimization
Standard
3 business types
+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.
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Cross-channel
Expert
SaaS · Sales-led
Prune LinkedIn Ads targeting facets from pipeline feedback autonomously
Continuously prunes and expands LinkedIn targeting facets based on which titles, companies and skills produce opportunities in the CRM.
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Optimization
Mad Max
SaaS · Sales-led
+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.
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Cross-channel
Advanced
SaaS · Sales-led
Refresh stale retargeting and exclusion audiences for Google Display Ads
Checks Google Ads audience segments (your data segments, Customer Match and custom segments) for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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Maintenance
Standard
All business types
Refresh stale retargeting and exclusion audiences for Google Search Ads
Checks Google Ads audience segments and Customer Match lists for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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Maintenance
Standard
All business types
Refresh stale retargeting and exclusion audiences for LinkedIn Ads
Checks LinkedIn Matched Audiences (contact lists, company lists, website retargeting and lead gen form audiences) for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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Maintenance
Standard
4 business types
Refresh stale retargeting and exclusion audiences for Microsoft (Bing) Ads
Checks Microsoft Advertising remarketing and Customer Match lists for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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Maintenance
Standard
All business types
Report ABM pipeline influence
Measures how paid ABM touches move target accounts: engagement before opportunity creation, stage velocity and win rate vs unreached accounts.
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Reporting
Advanced
SaaS · Sales-led
Report buying committee engagement on LinkedIn Ads
Shows which roles inside target accounts are engaging with LinkedIn ads, so you know whether you are reaching the whole buying committee.
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Reporting
Standard
SaaS · Sales-led
Report target account reach and engagement
Shows how much of the target account list paid campaigns are reaching and engaging, by account tier.
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Reporting
Basic
SaaS · Sales-led
Spin up TLA skeletons in LinkedIn Ads from LinkedIn mentions
Watches LinkedIn for posts by employees, customers and creators that mention you, and drafts Thought Leader Ad campaigns around the best ones, ready to approve.
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Signal-based
Expert
3 business types
+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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Signal-based
Advanced
SaaS · Sales-led
+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.
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Signal-based
Advanced
SaaS · Sales-led

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