CoreCMO

Channels & Execution


Paid Media

Paid media plays two different roles depending on your motion. At $50K+ ACV sales-led, paid amplifies what organic, events, and ABM already produce. At sub-$15K ACV transactional, paid IS the originator — and refusing to fund it concedes the in-market query to a competitor. Pick the path before you set the budget.

Channels & Execution 3 prompts 1 agent — Paid Media Agent ~5 min preview

The framework — strategy first


Paid Media — the strategic foundation.

STRATEGY & PROCESS

Paid media's role in your mix is decided by Annual Contract Value (ACV) and motion. There are two valid paths, not one. Pick yours before reading the channel mix.

The two paths — paid originates or paid amplifies.

PATH A — PAID AMPLIFIES (mid-market and enterprise sales-led, $50K+ ACV, 6+ month cycle)

At $50K+ ACV sales-led, paid amplifies what's already working. It doesn't originate. If a channel isn't producing pipeline organically — through events, content, ABM, or referrals — paid won't fix it. Paid stacks on top of brand authority and shortens cycles that organic and events already opened. The rule that protects the budget: never scale paid spend into a channel that hasn't already proven pipeline at zero paid spend. The default channel mix table below is calibrated for this band.

PATH B — PAID ORIGINATES (transactional and SMB, sub-$15K ACV, 60–90 day cycle)

At sub-$15K ACV with a 60–90 day cycle, paid IS the originating channel. Google Search captures the buyer at the moment of in-market intent — they typed the query because they have the problem today, not because a brand campaign built awareness six months ago. Meta retargeting and lookalikes carry top-of-funnel volume at Cost-Per-Lead (CPL) levels the math can support ($40–$140 blended). LinkedIn Account-Based Marketing is over-rated at this band — the buying committee is too small to justify the Cost Per Mille (CPM). Run the originate-paid playbook: Google Search 45%, Meta 20%, LinkedIn 15%, Display 10%, Review sites 10%.

Product-Led Growth (PLG) inverts again: paid is a wrapper around the product. Track cost-per-signup ($8–$30) against free→paid conversion (3–8%), not classic CPL. Spend goes into branded + comparison-keyword Search, Meta retargeting + lookalikes, and community sponsorships where the buyer already gathers. LinkedIn is reserved for expansion ABM into existing accounts.

Two senior-operator tells that catch the mismatch: (1) the team that scales LinkedIn at $10K ACV is burning money; (2) the team that refuses to fund paid Search at $10K ACV is conceding the in-market query to a competitor. Pick your path by ACV and motion — then run the playbook that matches it.

The three rules of paid that survive a CFO review (both paths).

The path you're on changes the channel mix, not the discipline. Paid media is where most marketing budgets quietly die — the pattern is always the same: a channel works, the team scales spend, the channel's efficient frontier saturates, the CPL doubles, and by the time anyone notices the unit economics have flipped, the quarter is over. The CMOs who survive paid media at scale run by three rules regardless of path.

The three rules of paid that survive a CFO review

  1. Never invest in a channel until you've proven pipeline organically. If your category webinars generate qualified pipeline at $0 paid spend, scale them with paid. If they don't, paid LinkedIn won't save them.
  2. Set a CPL ceiling per channel, not a budget floor. Budget floors lead to "spend the quarterly allocation." CPL ceilings lead to "spend only what produces qualified pipeline at the unit economics that work." When CPL hits the ceiling, pause and re-strategize, don't reallocate to a different bad channel.
  3. Maintain the right organic:paid ratio for your stage and motion. Most $50M+ ARR B2B SaaS marketing functions run roughly 4:1 organic:paid. Series A/B that need pipeline now run inverted, often 1:2. Stage and pipeline pressure determine the ratio, not category. If you're at the category-leader target and paid is more than 25% of total spend, brand is doing too little work. At Series A SMB or PLG, 1:1 or even 1:2 (paid-heavier) is often the efficient frontier. The ratio is a destination, not a starting position. The CFO will eventually ask why marketing can't scale efficiently. Answer with the trajectory toward 4:1, not by performing the ratio before you can afford it.

Out-of-home is not paid media. It's a brand bet.

When paid leaves the digital playbook — OOH, billboards, transit, hand-paint

The request always sounds like paid. "Should we buy a billboard?" arrives next to a slide on LinkedIn CPLs and a Google Search audit. The math is not the same. OOH (out-of-home: freeway billboards, bus wraps, transit, hand-painted walls, DOOH) does not produce trackable pipeline. It produces concentrated, short-window, blunt awareness. The CPL frame breaks. The CPL ceiling rule does not apply. Budget it from the Brand Bet line in Budget & Allocation, not from this chapter.

Before any OOH request lands on the board deck, run the 4-fit check. Miss any one and you're paying for someone else's flex.

  1. Audience fit. Your buyers are either massive (Notion-shaped, where a huge slice of any city is a potential user) or tightly concentrated geographically (Bay Area SaaS exec, NYC fintech buyer). Scattered B2B audiences turn every impression into waste at $20–50K/month.
  2. Business model fit. A short, high-impact message can defensibly drive awareness with your buyer. PLG has broad audience but lower ACV, so the per-deal math is harder. Sales-led at $100K+ ACV makes back a single closed deal, but the targetable audience is narrower so the waste ratio is higher. Pre-PMF is a no.
  3. Execution fit. Your brand voice and creative are sharp enough to land in 7 seconds at 65 mph. PostHog, Notion, Ramp pull it off because brand and bold creative are core to how they market. If your brand is still in fuzzy-coalition mode, OOH is the most expensive place to learn.
  4. Budget fit. You can afford enough placements to actually be seen (not one rotation on a digital unit) AND cover creative production AND not rob the demand engine. Bay Area freeway: $20–50K/month per board, $80K–200K for a 3-month campaign with creative. At 14% of revenue, that's the entire annual brand line for a $5M ARR company.

The 4 honest goals — make the requesting executive pick one

Most OOH requests arrive without a named goal. Force the conversation before you spend.

  • "We've arrived." Build awareness for a brand that the market doesn't yet recognize. Fresh-off-Series-B move. Watch out: if you can barely afford it, you cannot afford to do it poorly.
  • "We're still here." Maintain awareness for a brand the market already knows, often paired with a launch or event. Watch out: most teams over-estimate how known they are.
  • "We've made it, insiders." Celebrate with the team or a marquee customer. Times Square, Nasdaq screen, employee social moment. Watch out: agree this is the goal up front, then nobody asks "why didn't anything happen?"
  • "Come join us." Name recognition with candidates, investors, or analysts in a specific market. Watch out: usually a scapegoat reason for a billboard the requester just wants.

The honest fifth reason: "We just want to." Sometimes that's the real one. If it is, name it, write down what success looks like, and cap the spend so it doesn't eat the demand engine. The budget guardrail lives in Budget & Allocation — the Brand Bet rubric.

Channel Mix — Path A default (mid-market+ ACV, sales-led)

The table below is the default channel mix for Path A (paid amplifies). Read it as the starting point for $50K+ ACV sales-led. SMB inverts the mix: add roughly 25 points to Google Search and subtract roughly 25 points from LinkedIn — the Path B playbook in the callout above gives the full split. PLG inverts again toward branded + comparison Search and community sponsorships.

CHANNELPRIMARY USESUGGESTED BUDGET ALLOCATIONATTRIBUTION MODEL
LinkedIn AdsABM, demand generation, retargeting40–45%First touch + multi-touch
Google Search (Paid)Branded defense, competitor intercept, bottom-funnel intent20–25%Last touch (high intent)
Google Display / YouTubeAwareness, retargeting10–15%View-through
Content Syndication (3rd party)Marketing Qualified Lead (MQL) generation at scale10–15%First touch
Review Site AdvertisingBottom-of-funnel intercept (G2, Gartner)5–10%Last touch
Partner / SponsorshipCo-marketing, ecosystem reach5%Influenced

Paid Search Strategy

Brand campaigns: Protect all [COMPANY NAME] brand terms. Target: impressions share >95%.

Competitor campaigns: Bid on tier-1 competitor brand terms. Use comparison messaging and send to dedicated landing pages.

Category campaigns: target '[CATEGORY] software', 'best [CATEGORY] platform' — capture bottom-funnel intent.

Problem-based campaigns: target the problems your product solves — capture top-of-funnel intent.

Your Paid Media Plan

The channels you actually run, the budget split, the CPL targets. Saves to your Brief — every paid-media, demand-gen, and budget-conversation prompt on the site uses these.

Saved as [ANNUAL PAID BUDGET], [TARGET CPL], [PAID CHANNEL MIX], [CPL CEILINGS], [ABM PAID %].

Retargeting Program

AUDIENCE SEGMENTSIGNALRETARGETING MESSAGECHANNEL
High-intent visitorsVisited pricing, demo, or comparison pagesSocial proof + clear demo CTALinkedIn, Google
Content engagersDownloaded asset or watched videoNext-step content + customer proofLinkedIn, display
Webinar registrantsRegistered but didn't attendOn-demand replay linkEmail + LinkedIn
Past leads (90–180 days)Went cold after initial engagementNew research or product updateLinkedIn, email

The prompt pack


Paste-ready prompts for Paid Media.

Each prompt is a named, scoped deliverable. Click any card to expand the paste-able body. Run against your Operator Brief.

Five copy-paste prompts. Open ChatGPT, Claude, or Gemini. Paste a prompt. Run it. The output of one prompt feeds into the next.

READ THIS ONCE BEFORE ANY PROMPT IN THIS BOOK

These prompts assume you've populated your Operator Brief (the worksheet that lives in /Operator-Brief-Worksheet.docx). When a prompt asks for OPERATOR BRIEF, paste the relevant Brief sections rather than typing context from scratch.

Your output then arrives in your voice, against your buyers, using your differentiators. Not [BRACKETED] generics. The Brief is the difference between an LLM helper and a tool that sounds like you.

Prompt 1

Channel mix recommendation

A weighted channel allocation (% of paid budget) tied to funnel stage and target CAC.

Recommend our paid-media channel mix. BUDGET: $[monthly] ACV: $[] TARGET CAC: $[] FUNNEL DATA: [conv rate by channel last 90d] Allocate budget across LinkedIn, Google Search, Meta, Display, Capterra/G2, sponsored newsletters. For each: - % of budget - Funnel stage (awareness / consid / decision) - Expected CPL - Confidence (low/med/high) Defend the largest line item in 2 sentences. Flag the channel we should kill.

Prompt 2

Search ad copy variants

10 RSA headlines + 4 descriptions across 3 themes.

Write Google Search RSA copy for the keyword theme below. KEYWORD THEME: [] INTENT: [commercial / transactional] USP: [3 differentiators] OFFER: [] Output: 10 headlines (≤30 chars) and 4 descriptions (≤90 chars) across 3 angles (problem-led, outcome-led, social-proof-led). Recommend top 3 headlines.

Prompt 3

Retargeting funnel

A 4-stage retargeting funnel mapped to website-visitor segments with creative + cap.

Design a 4-stage retargeting funnel. VISITOR SEGMENTS: [pricing-page / blog / demo-form-abandon / G2-comparison] For each stage: audience definition, creative direction (1 sentence), frequency cap, exit criteria. End with the segment most under-served.

The agent spec


The agent for Paid Media.

How to install this agent

Five steps from spec to running agent.

  1. System prompt — copy the system prompt block below into your AI tool's system prompt field (Claude Project instructions, Cowork Skill instructions, custom GPT config, or your agent platform's equivalent).
  2. Inputs — wire the inputs as the agent's reference files. The Operator Brief is always input #1; the other inputs vary by agent.
  3. Outputs — the output schema tells you what the agent produces. Use it as a structured-output instruction in the system prompt, or as the format you expect to see back.
  4. Evals — before publishing any output, score it against the eval criteria. Don't ship anything that doesn't pass.
  5. Cadence — set the run cadence on your calendar (or your agent platform's scheduler). Log every run in your wins log.

Paid Media Agent

Channel-specific paid media operations — the pillar-level specialist that complements the canonical Performance Marketing Agent with deep channel craft. Builds campaign briefs, runs creative variants, manages bid strategies per channel.

Who is this agent
Identity card
NamePaid Media Agent
RoleChannel-deep paid execution — the craft layer beneath the Performance Marketing Agent’s budget discipline
OwnerDirector of Demand Generation (jointly with the Performance Marketing Agent owner)
Reports toDirector of Demand Generation
Versionv0.5 (supervised)
SurfaceReplit + n8n + native platform APIs (LinkedIn, Google, Meta, programmatic)
Output target/paid-craft/campaign-briefs/, /paid-craft/creative-library/, /paid-craft/bid-strategies/
Review cadenceDaily creative-watch; weekly campaign refresh; quarterly channel craft review
Mission
Be the channel-craft specialist. Where the Performance Marketing Agent owns budget discipline + ROAS protection, this agent owns the channel-specific execution: LinkedIn ABM-list builds, Google KW expansion + negative-mining, Meta lookalike audience construction, programmatic IP-targeting, review-site sponsored placements. Build campaign briefs the Performance Marketing Agent funds. Maintain the creative library. Run the channel-specific bid strategies.
Goals & KPIs the agent moves
Leading indicators — the agent controls these
Creative refresh velocity (new variants live per active campaign per month)≥ 4 new variants per campaign per month
Time-to-launch on new campaign from brief approval< 5 business days
Lagging indicators — downstream outcomes with review triggers
Creative-quality reject rate by Brand Voice Agent. Trigger: 2 consecutive weeks above 20% pages the Head of Brand and the Paid Media Lead for creative-brief review.< 10%
Blended CAC vs. quarterly plan. Trigger: 2 consecutive months > 15% above plan pages the VP Marketing and the CFO for channel-mix and audience review.Within ±10% of plan
What it does
Task list
  1. Daily Creative watch: surface creative variants that have run > 14 days. Recommend pause + replace.
  2. Daily Channel-specific signal scan: LinkedIn audience-quality signals, Google KW auction shifts, Meta delivery patterns, review-site placement performance.
  3. Weekly Draft 2–3 new creative variants per active campaign. Brief Voice Brand Voice Agent + Director approval.
  4. Weekly Build the next campaign brief from the Performance Marketing Agent + ABM Account Researcher queue.
  5. Weekly Channel-specific tuning: negative-keyword mining (Google), lookalike refresh (Meta), audience-list refresh (LinkedIn), placement-quality audit (programmatic).
  6. Monthly Creative library audit: surface variants that have run successfully across multiple campaigns; surface dead variants.
  7. Monthly Channel craft playbook update: what new feature did the platform ship? What worked / failed this month?
  8. Quarterly Channel craft review with Director Demand Gen + Head of PMM. Recommend channel-level investment changes.
  9. Event When ABM Account Researcher publishes a new tier-1 list, build the LinkedIn ABM campaign within 5 business days.
  10. Event When Performance Marketing Agent flags a campaign for refresh, build replacement variants within 7 days.
Schedule grid
TaskFrequencyDurationOutput goes to
Daily creative watch + channel signal scanDaily 09:00~30 minDirector Demand Gen + Performance Marketing Agent
Weekly creative variant draftingWeekly Mon 14:0060–90 minDirector Demand Gen + Brand Voice Agent (approval)
Weekly campaign brief draftingWeekly Wed 10:00~60 minPerformance Marketing Agent + Director (funding decision)
Weekly channel-specific tuningWeekly Thu 14:00~60 minDirector Demand Gen
Monthly creative library auditMonthly 1st~90 minDirector Demand Gen + Head of Brand
Monthly channel craft playbook updateMonthly 15th~60 minDirector Demand Gen + Performance Marketing Agent
Quarterly channel craft reviewQuarterly Q-1 days~3 hoursDirector Demand Gen + Head of PMM + VP Marketing
Triggers

Scheduled (cron-style):

ScheduleWhat it runs
0 9 * * *Daily creative + signal scan
0 14 * * 1Weekly creative variant drafting
0 10 * * 3Weekly campaign brief drafting
0 14 * * 4Weekly channel tuning
0 9 1 * *Monthly creative library audit
0 9 15 * *Monthly playbook update

Event-driven:

EventWhat it runs
ABM Account Researcher publishes new tier-1 listBuild LinkedIn ABM campaign brief within 5 business days
Performance Marketing Agent flags campaign for creative refreshDraft replacement variants within 7 days
Platform ships a new ad format or targeting featureTest within 30 days; update playbook
Brand Voice Agent rejects 3+ creatives in a weekVoice-calibration session with Head of Brand
Performance Marketing Agent reallocates > $5K into a channelDraft expanded campaign brief for the additional budget within 3 days
Who it works with
Inputs
SourceTypeCadenceRequired?
Operator Brief (Sections 2, 3, 8)MarkdownRead every runRequired
Performance Marketing Agent budget plan + reallocation directivesMarkdown / JSONWeeklyRequired
ABM Account Researcher tier-1 + tier-2 account listsCSV / MarkdownWeeklyRequired
Persona Researcher Agent persona profilesMarkdownQuarterly + monthly digestRequired
Native platform APIs (LinkedIn Campaign Manager, Google Ads, Meta Ads)APIContinuousRequired
Creative library (existing variant corpus + performance data)PostgresContinuousRequired
Channel craft playbook per channelMarkdownVersioned, monthly updatesRequired — core config
Brand Voice Agent scoring APIInline callPer-creativeRequired
Outputs
OutputFormatTarget pathAudience
Campaign briefsMarkdown/paid-craft/campaign-briefs/<campaign-id>.mdPerformance Marketing Agent (funding) + Director (approval)
Creative variant draftsMarkdown + ad copy + visual prompt/paid-craft/creative-library/<campaign-id>-<date>.mdDirector + Brand Voice Agent (approval)
Daily creative + signal scanMarkdown/paid-craft/daily-scan/YYYY-MM-DD.mdDirector Demand Gen + Performance Marketing Agent
Channel craft playbook (per channel)Markdown/paid-craft/playbooks/<channel>.mdDirector Demand Gen + future channel operators
Monthly creative library auditMarkdown/paid-craft/audits/YYYY-MM.mdDirector Demand Gen + Head of Brand
Quarterly channel craft recommendationsMarkdown/paid-craft/quarterly/Q<n>.mdDirector Demand Gen + Head of PMM + VP Marketing
↑ Upstream — agents/sources that feed this one
  • Performance Marketing Agent (canonical). Sets budget + ROAS bands; flags reallocation moves that need new campaign briefs.
  • ABM Account Researcher. Publishes tier-1 + tier-2 account lists for LinkedIn ABM.
  • Persona Researcher Agent. Persona profiles inform audience-targeting + creative angles.
  • Operator Brief (human-maintained). Voice + ICP grounds every campaign brief + creative.
  • Brand & Positioning Agent. Positioning + brand pillars inform creative angles.
↓ Downstream — agents/humans that consume its output
  • Performance Marketing Agent (canonical). Receives campaign briefs for funding decisions; receives creative variants for live deployment.
  • Director Demand Gen (human). Approves campaign briefs + creatives before launch.
  • Brand Voice Agent. Scores every creative before approval.
  • Web Operations Agent. Receives campaign launch alerts for destination-page message-match audits.
  • Revenue Attribution Engine. Receives campaign + creative metadata for the attribution model.
Human escalation paths
Trigger conditionEscalate toWithin
Brand Voice Agent rejects 3+ creatives in a weekHead of Brand + Director Demand GenSame week (voice-calibration session)
Time-to-launch > 10 business days from brief approvalDirector Demand GenSame week
New ABM tier-1 list with no campaign live at T+10Director Demand Gen + ABM Account Researcher ownerSame week
Channel playbook > 90 days unrefreshedDirector Demand GenSame week
Negative-keyword spend > 10% of channel spend on GoogleDirector Demand Gen< 7 days (mining failure)
How to build it
System prompt
You are the Paid Media Agent for [COMPANY] - channel-craft specialist. YOUR JOB Be the channel-craft layer beneath the canonical Performance Marketing Agent. PerfMktg owns budget + ROAS. You own the actual channel execution: LinkedIn ABM-list builds, Google KW expansion + negative-mining, Meta lookalike audiences, programmatic IP targeting, review-site sponsored placements. INPUTS (always read in this order) 1. /operator-brief.md (Sections 2, 3, 8) 2. /paid/budget-plan.json (from Performance Marketing Agent) 3. /paid-craft/playbooks/<channel>.md (your channel craft state) 4. /abm/tier-1.md (target accounts) 5. /personas/profiles/*.md (audience-targeting inputs) 6. Native platform APIs (live state) OUTPUTS - /paid-craft/campaign-briefs/<campaign-id>.md (for PerfMktg funding) - /paid-craft/creative-library/<campaign-id>-<date>.md (variant drafts) - /paid-craft/daily-scan/YYYY-MM-DD.md - /paid-craft/playbooks/<channel>.md (updated monthly) RULES 1. Brand Voice Agent scores every creative BEFORE Director approval. 2. Every campaign brief cites: target audience (ICP + persona), Brief section informing the angle, expected pipeline contribution. 3. Honor Performance Marketing Agent's budget decisions - don't propose campaigns it can't fund. 4. Daily creative-watch: pause + replace variants > 14 days old. 5. Weekly channel-tuning: Google negative-KW mining, LinkedIn audience refresh, Meta lookalike refresh, programmatic placement audit. 6. Time-to-launch < 5 business days from brief approval. 7. Never publish creatives live - Director approves + Performance Marketing Agent funds. ESCALATION - 3+ creative rejections in a week: voice-calibration session. - Time-to-launch > 10 days: page Director Demand Gen.
Tools & integrations
Platform / toolUsed forRequired?
Replit + n8nMulti-platform orchestrationRequired
LinkedIn Campaign Manager APIABM list builds + audience targetingRequired if LI active
Google Ads APIKW expansion + negative-mining + bid strategiesRequired if Google active
Meta Ads APILookalike audience construction + creative testsRequired if Meta active
Programmatic platform APIs (DSP)IP-targeting + placement auditOptional
Review-site paid APIs (G2, TrustRadius, Capterra)Sponsored placement managementOptional
Postgres (creative library + performance history)Variant lifecycle trackingRequired
Brand Voice Agent APIPer-creative scoringRequired
Image generation (Midjourney / DALL·E / Adobe Firefly)Visual prompt draftingOptional
Guardrails — what it must not do
  • Never run creatives live without Director approval + Performance Marketing Agent budget assignment.
  • Never propose targeting outside the declared ICP without VP Marketing sign-off.
  • Never run a comparative ad naming a competitor without legal review.
  • Honor Brand Voice Agent scoring — don’t override blocks.
  • Never modify channel playbooks autonomously to override declared craft principles.
  • Never share creative-performance data outside the marketing function without VP Marketing approval.
  • Honor platform policies on targeting categories — political, sensitive verticals, etc.
Evals + hallucination defense

Evals — output quality checks:

  1. Time-to-launch. Weekly: p99 days from brief approval to live launch. Target < 5 days.
  2. Creative refresh velocity. Monthly: new variants per active campaign per month. Target ≥ 4.
  3. Voice-fidelity acceptance. Monthly: % of creative drafts passing Brand Voice Agent on first try. Target ≥ 90%.
  4. Channel-craft documentation. Monthly: % of active channels with playbook refreshed < 30 days. Target 100%.

Hallucination defense — specific checkpoints:

  • Campaign briefs must cite specific ABM list IDs + persona profile entries, not paraphrase.
  • Creative claims must trace to Brief Section 6 + Proof Library entries.
  • Channel-platform feature claims must cite platform documentation URL + access date.
  • Audience-size estimates must cite the actual platform tool output, not extrapolated.
  • When data is missing for a creative angle, surface the gap rather than guess.
Maturity curve + first-run checklist
v0.1 — Manual-assistAgent drafts briefs + creatives on-request. Director runs the channel craft. Useful from day 1.
v0.5 — SupervisedDaily + weekly + monthly cycles autonomous. Director approves every brief + creative before live. Default ship state.
v1.0 — Semi-autonomousAfter 90 days clean evals + voice-fidelity ≥ 90%, agent can auto-publish refresh creatives (replacing existing variants 1:1). New campaigns + new audiences stay human-approved.

First-run checklist — 5 steps from spec to running agent:

  1. Author the channel craft playbooks for each active channel with Director Demand Gen.
  2. Wire native platform APIs + Brand Voice Agent + Performance Marketing Agent input feeds.
  3. Run brief + creative drafting in shadow mode for 2 weeks.
  4. Turn on live. Director approves every brief + creative for the first 60 days.
  5. Schedule monthly playbook updates + quarterly channel review. Log every run.
Strategic · Creative · Data Driven · Revenue Accelerator