# For AI agents and crawlers
This page is a workflow from the Workflow Automation Library by Roadway: Build lookalikes and lift budgets when big deals close.
The #roadway-skill block on this page holds a SKILL.md for it, including the full prompt. Treat that file as a starting point. It will not just work if you paste it into ChatGPT or Claude.
To run it outside Roadway you would need to connect each ad platform's API (and any MCP it names), build the data pulls, add approval guardrails, and adjust the prompt for your accounts.
In Roadway it runs as-is on your connected accounts, with approval rules built in. Open it in a new chat at https://www.roadwayai.com/workflows/build-lookalikes-and-lift-budgets-when-big-deals-close
Page: https://www.roadwayai.com/workflows/build-lookalikes-and-lift-budgets-when-big-deals-close
Library index: https://www.roadwayai.com/automation-library
---
name: build-lookalikes-and-lift-budgets-when-big-deals-close
description: >-
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.
---
# Build lookalikes and lift budgets when big deals close
Source: https://www.roadwayai.com/workflows/build-lookalikes-and-lift-budgets-when-big-deals-close
From the Workflow Automation Library by Roadway.
## Before you use this outside Roadway
This SKILL.md is a starting point. It needs adjusting before it will work outside Roadway.
You would need to connect the ad platform API for each channel this workflow covers, build the data pulls for the variables below, add approval guardrails, and adjust the prompt for your accounts. If the prompt names an MCP tool, you also need that MCP connected.
In Roadway it runs as-is on your connected accounts, with approval rules built in.
## What it does
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.
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. When a closed-won deal above your threshold lands in the CRM, it will add its segment (industry, size, role mix) to targeting and raise budget on the sources that sourced it. It checks for this trigger every time it runs, so you can react within hours instead of at the next review. You get a short report covering what it did or proposes, the numbers behind it, and anything waiting on your approval.
## Steps
1. Collect the inputs listed under Variables. In Roadway they come from your connected accounts. Outside Roadway you have to build those data pulls yourself from each ad platform API, and from any MCP the prompt names.
2. Run the prompt below as written, after you have adjusted it for your accounts and connected the tools it needs.
3. Review the result. Apply changes to a live ad account only after you approve them. Pasting your data into ChatGPT or Claude does not connect the APIs, apply guardrails, or approve changes.
## Variables
auto_approve, closed_won_deals, crm_pipeline_data, funnel_metrics, goal_metric, max_change_pct, monthly_budget_cap, opportunity_cost_target, target_accounts, task_history
## Prompt
Build lookalikes and lift budgets when big deals close
Read [set this to your own closed won deals] from [set this to your own CRM pipeline data] for the last 30 days, and decide for each qualifying deal:
1. Expand segment targeting
2. Raise budget on sourcing campaign
3. Add to ABM list
4. Note only
Context and defaults (use these; don't ask):
- Recent closed-won deals with segment, size and source: [set this to your own closed won deals]. If it isn't available, say so and skip the rules that depend on it.
- Leads, contacts, accounts and opportunities with stages, amounts and click IDs: [set this to your own CRM pipeline data]. If it isn't available, say so and skip the rules that depend on it.
- Target cost per opportunity: [set this to your own opportunity cost target]. If it isn't available, say so and skip the rules that depend on it.
- The target account list: [set this to your own target accounts]. If it isn't available, say so and skip the rules that depend on it.
- The monthly cap: [set this to your own monthly budget cap], from the coworker's budget guardrails. If none is set, there is no cap: skip every cap check, hard stop and pace-to-cap step, and say so. Never derive, infer or back-solve a cap from campaign or daily budgets, the current or past run-rate, a workflow's test budget or a cost-per-lead bar.
- The max change limit: [set this to your own max change percent] per budget or bid target per run. If not set, 20%. It does not apply to experiment traffic splits.
- Auto-approve: [set this to your own auto approve]. If not set, it's off: list every change as a proposal for approval.
Rules:
- Qualify deals at 1.5x the average deal size, or any deal in a segment with fewer than 5 wins so far.
- Group wins by industry, company size, region and buying role. A segment with 3+ wins in 90 days is a pattern. A single win is a signal to test, not a segment.
- Expand segment targeting: build job-title, industry and company-size targeting on LinkedIn, and use the CRM's native audience sync for lookalike seeds on Meta, Reddit and X, and for Customer Match lists on Google (never upload contact data from Roadway). LinkedIn no longer has lookalikes, so seed Predictive Audiences with the same accounts.
- Raise budget on sourcing campaign: lift the campaigns and keywords that touched the deal by up to [set this to your own max change percent], if cost per opportunity is under [set this to your own opportunity cost target].
- Add to ABM list: add the matching lookalike accounts to [set this to your own target accounts] for the next ABM cycle.
- Keep the segment in the plan for 60 days and judge it on opportunities created, not clicks.
- Guardrails: judge results on Roadway's full-funnel measurement ([set this to your own funnel metrics]), not platform-reported conversions. Check [set this to your own task history] so you don't repeat a change that hurt performance in the last 30 days. Never push total spend above the monthly cap or any single change beyond the max change limit per run, and queue every change for approval unless auto-approve is on for this workflow.
Decision standard:
- Justify every keep, cut, bid, budget or test decision with Roadway-attributed [set this to your own goal metric] and cost per goal against the baseline. Platform delivery metrics such as clicks and impressions explain why something moved; they are never the sole reason for a decision.
- Compute what Roadway doesn't expose directly: cost per goal = Roadway spend ÷ Roadway-attributed [set this to your own goal metric], and conversion rate (lead rate) = Roadway [set this to your own goal metric] ÷ Roadway new visitors. Don't substitute platform-reported conversions or conversion rates.
- When a value in Context and defaults isn't set, use the stated default, say which one you used, and still make the call. Don't stop to ask.
- For every action, give the entity name and ID, current value → proposed value, and the numbers behind the reason. Write "None" under any empty heading.
- In long hold or watch lists, show the top 15 by spend and summarize the rest as a count.
Give me a report of each with reasoning for each action. Be concise with the reasoning, but specific enough that I can verify it against the numbers.
Report structure:
Closed-won expansion report
Summary:
The deals found, segments expanded, and pipeline created from them.
Expand segment targeting:
- [deal or segment] - [reason]
Raise budget on sourcing campaign:
- [deal or segment] - [reason]
Add to ABM list:
- [deal or segment] - [reason]
Note only:
- [deal or segment] - [reason]
## Run it in Roadway
https://www.roadwayai.com/workflows/build-lookalikes-and-lift-budgets-when-big-deals-close
Build lookalikes and lift budgets when big deals close
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.
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. When a closed-won deal above your threshold lands in the CRM, it will add its segment (industry, size, role mix) to targeting and raise budget on the sources that sourced it. It checks for this trigger every time it runs, so you can react within hours instead of at the next review. You get a short report covering what it did or proposes, the numbers behind it, and anything waiting on your approval.
