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Performance marketing workflows for pipeline generation at PLG companies

Performance marketing workflows for pipeline generation at PLG companies

Browse 60 performance marketing workflows for pipeline generation at PLG 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.

All matching workflows

Audit conversion signal quality for LinkedIn Ads
Improves the quality of the conversion data LinkedIn optimizes on: deduplication, match quality, primary vs secondary actions and values.
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Maintenance
Standard
4 business types
Bid on pipeline value from CRM data for Google Display Ads
Moves Google Display from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Google Search Ads
Moves Google Search from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for LinkedIn Ads
Sends CRM pipeline and revenue values back to LinkedIn so results are measured on value, and recommends the switch to value-based bidding for a person to make in Campaign Manager once there is enough valued data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Meta Ads
Moves Meta (Facebook & Instagram) from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Microsoft (Bing) Ads
Moves Microsoft (Bing) from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Snapchat Ads
Moves Snapchat from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for TikTok Ads
Moves TikTok from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for YouTube Ads
Moves YouTube from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
+2
Bid on predicted long-term value for PLG signups
Sends a simple, rule-based value for each signup (an activated signup is worth the historical activation-to-paid value) so bidding chases people who activate. Uses a predicted value only if you supply a model that has a track record.
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Optimization
Advanced
SaaS · PLG
+5
Cap spend by how fast it pays back
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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Budget cap
Expert
3 business types
+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
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
Detect conversion tracking breakage for LinkedIn Ads
Detects when LinkedIn conversion tracking breaks or double counts, and protects automated bidding from bad data.
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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
+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
+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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Optimization
Mad Max
All business types
Expand winning campaigns to new geos for ChatGPT Ads
Takes proven ChatGPT campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Expand winning campaigns to new geos for Google Display Ads
Takes proven Google Display campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Expand winning campaigns to new geos for Google Search Ads
Takes proven Google Search campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Expand winning campaigns to new geos for LinkedIn Ads
Takes proven LinkedIn campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
4 business types
Expand winning campaigns to new geos for Meta Ads
Takes proven Meta (Facebook & Instagram) campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Expand winning campaigns to new geos for Microsoft (Bing) Ads
Takes proven Microsoft (Bing) campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Expand winning campaigns to new geos for Reddit Ads
Takes proven Reddit campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Expand winning campaigns to new geos for Snapchat Ads
Takes proven Snapchat campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Expand winning campaigns to new geos for TikTok Ads
Takes proven TikTok campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
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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Scaling
Advanced
All business types
Expand winning campaigns to new geos for YouTube Ads
Takes proven YouTube campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
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 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
Optimize conversation ads for LinkedIn Ads
Tunes LinkedIn Conversation Ads (the branching message flows sent to the inbox) so more recipients click through to a qualified action.
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Optimization
Standard
4 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
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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Optimization
Advanced
All business types
Optimize lookalike audiences for Google Display Ads
Keeps Google Display lookalike-style audiences seeded with your best customers and retires the ones that drift.
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Optimization
Advanced
All business types
Optimize lookalike audiences for Meta Ads
Keeps Meta (Facebook & Instagram) lookalike-style audiences seeded with your best customers and retires the ones that drift.
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Optimization
Advanced
All business types
Optimize lookalike audiences for Reddit Ads
Keeps Reddit lookalike-style audiences seeded with your best customers and retires the ones that drift.
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Optimization
Advanced
All business types
Optimize lookalike audiences for Snapchat Ads
Keeps Snapchat lookalike-style audiences seeded with your best customers and retires the ones that drift.
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Optimization
Advanced
All business types
Optimize lookalike audiences for TikTok Ads
Keeps TikTok lookalike-style audiences seeded with your best customers and retires the ones that drift.
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Optimization
Advanced
All business types
+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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Signal-based
Mad Max
All business types
Promote the best social and news mentions of your brand on Facebook Ads
Scans social and news mentions of your brand, picks the best, and promotes them on Facebook Ads with audiences and budgets ready to approve.
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Signal-based
Advanced
All business types
Promote the best social and news mentions of your brand on Instagram Ads
Scans social and news mentions of your brand, picks the best, and promotes them on Instagram Ads with audiences and budgets ready to approve.
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Signal-based
Advanced
All business types
Promote the best social and news mentions of your brand on LinkedIn Ads
Scans social and news mentions of your brand, picks the best, and promotes them on LinkedIn Ads with audiences and budgets ready to approve.
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Signal-based
Advanced
All business types
Promote the best social and news mentions of your brand on Reddit Ads
Scans social and news mentions of your brand, picks the best, and promotes them on Reddit Ads with audiences and budgets ready to approve.
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Signal-based
Advanced
All business types
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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Signal-based
Advanced
All business types
+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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Cross-channel
Expert
All business types
+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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Reporting
Advanced
All business types
Report signup-to-activation quality by campaign for LinkedIn Ads
Grades LinkedIn campaigns on activated and paying users from product data, not raw signups.
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Reporting
Advanced
SaaS · PLG
+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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Reporting
Basic
All business types
Run a whole-account optimization check for LinkedIn Ads
An onboarding audit of the whole LinkedIn account: structure, tracking, bidding, targeting and creative, ranked by impact, with the workflow that fixes each issue.
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Optimization
Standard
4 business types
Scale winning keywords for Google Search Ads
Finds the keywords on Google Search Ads that win on pipeline and cost per goal, then raises their budgets or bid targets a little each run.
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Scaling
Basic
All business types
Scale winning keywords for Microsoft (Bing) Ads
Finds the keywords on Microsoft (Bing) Ads that win on pipeline and cost per goal, then raises their budgets or bid targets a little each run.
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Scaling
Basic
All business types
+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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Reporting
Standard
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
+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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Budget cap
Mad Max
All business types
Ship winning Google Search campaigns, targets and copy to LinkedIn Ads
Takes proven Google Search keywords, themes and ad copy and rebuilds them as LinkedIn Ads campaigns, targets and creative.
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Cross-channel
Advanced
3 business types
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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Cross-channel
Advanced
4 business types
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
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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Signal-based
Standard
3 business types
Test document ad gating for LinkedIn Ads
Tests ungated vs gated (Lead Gen Form after preview pages) LinkedIn document ads to balance lead volume against quality.
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Experimentation
Standard
4 business types

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