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Performance marketing workflows for competitor conquesting at SaaS companies

Performance marketing workflows for competitor conquest at SaaS companies

Browse 46 performance marketing workflows for competitor conquest at SaaS companies 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.

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Check spend on competitor keywords
A simple weekly view of how much you spend on competitor keywords and what it returns.
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Reporting
Basic
All business types
+3
Conquest competitor audiences on social and video
Targets people who follow, engage with or research competitors on social and video platforms, with switch-focused creative.
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Optimization
Standard
All business types
Conquest competitor customers after acquisitions, shutdowns and sunsets
Watches competitor news for acquisitions, shutdowns and product sunsets, and launches switch campaigns on Search, Bing and LinkedIn for customers who suddenly have a reason to look.
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Signal-based
Expert
4 business types
Detect auction pressure anomalies
Detects sudden auction pressure (CPC jumps, new competitors, overlap spikes) on search, and separates it from internal causes.
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Anomaly detection
Expert
All business types
Detect lead quality and spam surges for Google Search Ads
Catches sudden drops in Google Search lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
Detect lead quality and spam surges for LinkedIn Ads
Catches sudden drops in LinkedIn lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
Detect lead quality and spam surges for Meta Ads
Catches sudden drops in Meta (Facebook & Instagram) lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
Detect lead quality and spam surges for Microsoft (Bing) Ads
Catches sudden drops in Microsoft (Bing) lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
Detect lead quality and spam surges for Reddit Ads
Catches sudden drops in Reddit lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
Detect lead quality and spam surges for Snapchat Ads
Catches sudden drops in Snapchat lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
Detect lead quality and spam surges for TikTok Ads
Catches sudden drops in TikTok lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
Detect lead quality and spam surges for X Ads
Catches sudden drops in X lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
+5
Fund signal-based surges within the budget cap
When signal-based workflows surge spend (competitor outages, trends, launches), funds the surge by cutting the least efficient spend elsewhere so the cap holds.
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Budget cap
Mad Max
All business types
Mine search terms for new keywords and negatives for Google Search Ads
Mines the Google Search search terms report to add winners as keywords and block wasted spend with negatives.
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Optimization
Standard
All business types
Mine search terms for new keywords and negatives for Microsoft (Bing) Ads
Mines the Microsoft (Bing) search terms report to add winners as keywords and block wasted spend with negatives.
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Optimization
Standard
All business types
Monitor AI answers for your brand and respond with ChatGPT Ads
Reads how AI answers describe your brand against competitors from the Peec AI MCP, and uses ChatGPT ads and search ads to cover the questions where you are missing or misrepresented. Needs the Peec AI MCP connected in Roadway.
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Signal-based
Mad Max
All business types
Optimize audience segments for Google Display Ads
Builds and prunes Google Display audience segments (custom, in-market, your data) so budget follows the highest-intent people.
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Optimization
Standard
All business types
Optimize audience segments for Google Search Ads
Builds and prunes Google Search audience segments (custom, in-market, your data) so budget follows the highest-intent people.
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Optimization
Standard
All business types
Optimize audience segments for Microsoft (Bing) Ads
Builds and prunes Microsoft (Bing) audience segments (custom, in-market, your data) so budget follows the highest-intent people.
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Optimization
Standard
All business types
Optimize audience segments for YouTube Ads
Builds and prunes YouTube audience segments (custom, in-market, your data) so budget follows the highest-intent people.
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Optimization
Standard
All business types
Optimize audience targeting for YouTube Ads
Decides which YouTube audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
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Optimization
Standard
All business types
Optimize competitor conquest campaigns on search
Runs competitor-term search campaigns efficiently: which competitor terms to bid on, at what price, with what copy and comparison pages.
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Optimization
Standard
All business types
Report brand search impression share
Weekly brand search report: impression share, top-of-page rate, CPC trend and competitor overlap on brand terms on Google and Microsoft.
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Reporting
Standard
All business types
Report competitor auction pressure for Google Search Ads
Reads Google Search auction insights for brand and non-brand campaigns to show which competitors are gaining overlap and outranking you.
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Reporting
Advanced
All business types
Report competitor auction pressure for Microsoft (Bing) Ads
Reads Microsoft (Bing) auction insights for brand and non-brand campaigns to show which competitors are gaining overlap and outranking you.
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Reporting
Advanced
All business types
Report search intent shifts and new opportunities for Google Search Ads
Turns the Google Search search terms report into intent themes that show where money goes and which new keywords or negatives you need.
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Reporting
Standard
All business types
Report search intent shifts and new opportunities for Microsoft (Bing) Ads
Turns the Microsoft (Bing) search terms report into intent themes that show where money goes and which new keywords or negatives you need.
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Reporting
Standard
All business types
Respond to competitor pricing changes and launches for Google Search Ads
When a competitor raises prices, removes a plan or changes packaging, updates Google Search conquesting campaigns and copy to capture switchers.
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Signal-based
Expert
All business types
Respond to competitor pricing changes and launches for LinkedIn Ads
When a competitor raises prices, removes a plan or changes packaging, updates LinkedIn conquesting campaigns and copy to capture switchers.
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Signal-based
Expert
4 business types
Respond to competitor pricing changes and launches for Meta Ads
When a competitor raises prices, removes a plan or changes packaging, updates Meta (Facebook & Instagram) conquesting campaigns and copy to capture switchers.
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Signal-based
Expert
All business types
Respond to competitor pricing changes and launches for Microsoft (Bing) Ads
When a competitor raises prices, removes a plan or changes packaging, updates Microsoft (Bing) conquesting campaigns and copy to capture switchers.
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Signal-based
Expert
All business types
+5
Run a competitor-move war room across channels
When a competitor launches a product or changes prices, coordinates the response across channels in phases, starting where the overlap is highest.
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Cross-channel
Mad Max
All business types
+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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Cross-channel
Advanced
All business types
Ship winning Google Search campaigns, targets and copy to YouTube Ads
Takes proven Google Search keywords, themes and ad copy and rebuilds them as YouTube Ads campaigns and targets, with a video brief written from the winning angle and proof, and an optional still-image Demand Gen test. Needs an image MCP such as Figma, Canva or Runway connected in Roadway to draft the still-image test.
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Cross-channel
Advanced
All business types
Snapshot competitor ads from ad libraries
A simple weekly snapshot of what competitors are currently running in the public ad libraries.
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Reporting
Basic
All business types
Take over competitor terms when a rival goes dark in auction insights
Reads auction insights daily, and when a competitor drops out, raises bids and budgets on the terms they leave open while the gap lasts.
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Signal-based
Advanced
All business types
Target competitor-alternative context hints for ChatGPT Ads
Builds ChatGPT ad groups for conversations where people compare or look for alternatives to competitors.
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Optimization
Standard
All business types
Target competitor URL custom segments on Display and YouTube
Builds Google custom segments from competitor brand searches and website URLs, to reach people evaluating competitors on Display and YouTube.
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Optimization
Standard
All business types
Target switchers when competitors get negative reviews
Watches review sites for waves of negative competitor reviews, then turns the themes into 'alternative' search ads written only from your own approved claims.
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Signal-based
Advanced
All business types
Test whether brand search ads add results before defending the results page
Decides how much to spend on brand search by testing whether brand ads are incremental when you already rank first organically and competitors are absent.
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Optimization
Expert
All business types
+1
Test competitor comparison landing pages
Drafts "us vs competitor" and "alternative to" landing pages for competitor-targeted campaigns, then tests them against the generic page. Needs a page builder MCP such as Webflow, Framer, Lovable or Ploy connected in Roadway.
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Experimentation
Advanced
All business types
Up brand defense budget on social and ChatGPT when brand impression share dips
When brand search impression share on Google or Microsoft dips below target (usually a competitor bidding on your name), the Meta, LinkedIn and ChatGPT coworkers raise brand-defense spend on the people being targeted: recent site visitors, high-intent accounts and branded ChatGPT contexts.
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Signal-based
Advanced
All business types
Up budgets when competitor status pages go down for ChatGPT Ads
An opt-in workflow that watches competitor status pages and, during a major outage, proposes a surge of ChatGPT spend on switch-intent audiences with pre-approved copy. Every surge waits for your approval, even if auto-approve is on.
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Signal-based
Expert
4 business types
Up budgets when competitor status pages go down for Google Search Ads
An opt-in workflow that watches competitor status pages and, during a major outage, proposes a surge of Google Search spend on switch-intent audiences with pre-approved copy. Every surge waits for your approval, even if auto-approve is on.
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Signal-based
Expert
4 business types
Up budgets when competitor status pages go down for Microsoft (Bing) Ads
An opt-in workflow that watches competitor status pages and, during a major outage, proposes a surge of Microsoft (Bing) spend on switch-intent audiences with pre-approved copy. Every surge waits for your approval, even if auto-approve is on.
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Signal-based
Expert
4 business types
+5
Watch competitor ad libraries and spin up counter-positioning copy
Monitors competitors in the ad libraries (Google Ads Transparency Center, Meta, LinkedIn, X) and through web search, and drafts counter-positioning copy for every channel when their messaging shifts.
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Signal-based
Expert
All business types

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