Agents for B2B paid media that measure, recommend and act on governed metrics
More pipeline, less wasted spend. Agents that take the next action.
Built for B2B teams spending $30K+/month on paid media. Petavue’s AI agents watch every campaign across every channel, catch where spend is leaking or pipeline is stalling, and recommend exactly what to do next. You approve; they act.
Every channel, monitored for you.Spend connected to revenue.Your next move, decided.
Trusted by B2B GTM teams running millions in paid-media spend
Every segment & ICP · monitored Live
Enterprise ICP142 acctsOn track
Mid-market ICP380 acctsBudget leaking
Expansion · ABM64 acctsStalling pre-opp
SMB inbound1,240 acctsOn track
Recommendation · Mid-market ICP · paid social
Your highest-volume channel is filling the funnel and draining it
Mid-market Paid Social closes at $11K ACV with 41% churn; LinkedIn ABM closes Enterprise at $34K with 8%. On revenue retained per account, rebalance $16K/mo toward Enterprise ICP.
Recommendation Use Cases
The use cases agents measure and recommend on.
“I’m not breaking my head for answers anymore. I just trust the data and share the dashboard with my team and leadership. For me these insights are the final nail…after that there’s no argument, only action items.”
Prajwal Srinivas
Growth Marketing Manager at
Agent guidance
Push back in your own words. The agents adapt.
The agents propose. You interrogate, hold, or redirect right inside Sage. Every reply becomes something the next recommendation remembers.
Ask why
Start with the evidence, not the summary.
Every recommendation ships with the finding, the reasoning, and the numbers behind both. Ask what changed, why the account average matters, how the estimate was built. Sage answers with the same trail an analyst would have to reconstruct by hand.
Recommended: cap NB-Search_Competitors at $150/day.
Brand halo: 4 branded searches per $1K spend that CRM doesn’t credit to this campaign.
Learning reset: a full pause resets audience modeling on the ad platform. Three weeks of signal, gone.
If CPO stays above $2,800 after the cap, I’ll flag full pause on the next check-in.
Ask a question about your data…
Tell it to wait
Hold it, without losing the signal.
Not every recommendation needs action this week. Give Sage the window and the reason. It snoozes cleanly and reopens the moment the numbers move or the date arrives.
Landing page is losing 63% of high-intent paid traffic at form step 4.
Recommend routing paid to the stable form until the drop is fixed. About $48K pipeline at risk this week.
Hold this — Q3 launch is next Tuesday.
Holding until Tuesday. Still watching drop-off. I’ll re-flag if pipeline loss crosses $50K, and ping you Monday to reopen.
Ask a question about your data…
Change its mind
Teach it what it doesn’t know.
Give Sage the context it can’t see — a test running, a launch on the way, a definition to change. It updates the goal and re-evaluates when your window closes.
Move $10K from Meta prospecting to enterprise retargeting.
Retargeting shows 2.1× pipeline per dollar vs prospecting over the last 30 days.
No — Meta is testing our new positioning. Keep it for 2 more weeks.
Understood. Keeping Meta through Jul 22. Added to your goal: “positioning test: Jul 8 – Jul 22”. I’ll re-evaluate the reallocation on Jul 22.
Ask a question about your data…
See a recommendation, before you act.
Every recommendation ships with what changed, why it matters, the evidence behind it, and one clear next action. Approve, push back, or send it to Sage for more.
Off-baseline but still inside the −25% action line. On the watchlist; no action yet.
Promotes to Act today only if it crosses −25% and holds 7 of 14 days.
PacingGoogle · CRM
Pacing to underspend by ~24%
61% of the monthly budget spent at day 24 of 30 — projecting to 76% by month end.
An expansion recommendation fires if it’s still pacing below the 80% floor at month end.
Inferred decisionGoogle · CRM
You paused this yesterday — watching for recovery
Petavue inferred the pause from your Jun 23 config change — no button needed — and is monitoring the outcome.
Back to baseline archives it; flat or worse after the grace period escalates.
HoldMeta · CRM
Held — “we’re protecting share”
Set by you on Jun 23. Still fully tracked; budget frozen at today’s level.
Auto-releases on your check-back date, or whenever you lift the hold.
Self-resolvedGoogle · CRM
Recovered — CPL back inside band, no action needed
CPL drifted to $124 on Jun 18 — past the $120 band ceiling — then settled to $93 by Jun 22, with no intervention.
Archived from the active list — re-flags only if CPL crosses the $120 band again.
New · Day 1Engaged, No OppLinkedIn · Google · CRM
4 stakeholders engaged across channels, still no opportunity
Buying-committee-shaped engagement — multiple roles, repeat pricing visits — with nothing in the CRM. Matches your recent closed-won pattern.
Engagement4 stakeholders · 11 ad engagements · 2 pricing visits in 14 days
FitEnterprise · 520 emp · matches 3 of last 5 closed-won firmographics
Pipeline0 open opportunities · no AE assigned
Fires whenICP-fit account AND ≥3 stakeholders engaged AND pricing intent AND 0 opps, sustained ≥10 days.
Recommended action
Route Northwind Capital to [AE: Dana Cole] today as a named Salesforce account, tagged “buying-committee engaged, no opp.”
Brief the AE with the 4 engaged contacts and the 2 pricing visits — the intent trail, not a cold handoff.
Suppress Northwind from cold prospecting audiences so spend targets the open motion, not re-acquisition.
Re-flags to you if no opportunity is created within 7 days of routing.
Estimated impact Tier 3 · n=12mo
≈ $52K ACV at stake
Median closed-won ACV for this size/industry over the trailing 12 months — the value exposed if the account stalls unrouted, not a probability-weighted forecast.
Expansion engagement rising — conversion still inside band
14 existing-customer accounts showing expansion-intent ad engagement; segment conversion holding within its 90-day band.
Promotes to Act today if expansion-intent engagement converts below its band for 7 of 14 days.
CAC DriftGoogle · Meta · CRM
SMB CAC creeping up — still inside tolerance
Blended SMB CAC up 9% over 30 days, driven by Meta frequency. Inside the +15% action line.
Promotes to Act today at +15% CAC or if SMB frequency crosses 5.0.
Bid Shift · InferredLinkedIn · CRM
You raised bids on the CFO persona yesterday — watching conversion
Petavue saw the LinkedIn bid adjustment on the CFO-title segment on Jun 23 — inferred from the campaign config change.
Holds if persona conversion improves; flat or worse after the grace window re-flags.
HoldCRM
Held — “seasonal, revisit after Q3”
Set by you on Jun 23. The Retail efficiency dip is flagged as seasonal; segment recs paused, still tracked.
Auto-releases on your check-back date, or if the dip exceeds the seasonal band.
Self-resolvedLinkedIn · CRM
Golden-path conversion recovered on its own
Healthcare lead→opp conversion drifted to 9% on Jun 16 (band floor 12%), then returned to 14% by Jun 22 with no change.
Archived — re-flags only if conversion drops below the 12% band floor again.
Message
Agent guidance
Configure the agents around your goals — not brittle rules.
Set the outcomes your business runs on. Agents watch what’s moving them, investigate the patterns that matter, and surface the next move with evidence. Question a recommendation, add context, or approve — every input teaches the agents how your company operates.
Act todayAd Optimization · NB-Search_CompetitorsPPetavue · 6:02 AM
NB-Search_Competitors: spend up 37%, pipeline flat.
Over the last 30 days, NB-Search_Competitors raised spend 37% but pipeline didn’t move. The platform counts 12 conversions; only 2 became opportunities in the CRM.
Fires when a campaign’s cost per opportunity stays 30% above the account average for two weeks running. The average CPO is $2,300 per opp; NB-Search_Competitors is now $3,143.
Spend
$6.3K/mo
↑ 37% vs prior 30d
CPL
$58
↑ 32% vs $44 median
Pipeline
2 opps
flat at this spend
Platform vs CRM
12 vs 2
platform conv. vs CRM opps
Reallocate · 3 steps
Cap NB-Search_Competitors to $150/day, down from $210, last month’s level.
Add its competitor terms with no pipeline as exact-match negatives.
Move the freed $1.7K/mo to Brand-Search_Exact; review day 7, flag if CPO holds above the $2,300 average.
Estimated impact
≈$1.7K/mo
redirected to pipeline-producing spend · valued on this account’s own CRM ROAS
Act todayHidden pipeline · golden pathPPetavue · 6:02 AM
23 accounts match your golden path but have no opportunity.
Each has cleared 10 to 12 of the 12 steps on your golden path, the most recent 8 to 16 days ago, with no sales follow-up.
Fires when an account clears at least 10 of the 12 golden-path steps but goes 14 days with no opportunity. The path is built from the 34 deals you closed-won in the last 90 days.
Account
Steps completed
Last activity
Northbeam Logistics
12 of 12
16 days ago, no follow-up
Orbital Foods
11 of 12
13 days ago, no follow-up
Cassis Retail Group
10 of 12
9 days ago, no follow-up
Verge Analytics
10 of 12
8 days ago, no follow-up
9 of the 23 completed all 12 steps. The 4 shown are representative.
Route + nurture · 3 steps
Route the 9 accounts that completed all 12 steps to their AEs, flagged “no follow-up since last touch.”
Enroll the other 14 accounts in the won-path nurture, firing the step they’re missing.
Watch all 23 accounts; if any rise in engagement, pull them from nurture.
Estimated impact n=12
≈$96K
in new pipeline if the 9 convert at your usual rate for accounts like these, 31%.
MethodologyAttribution · first impression to closed-wonPPetavue receipt
Your CRM credits LinkedIn for $90K. Multi-touch puts its real share at $410K.
Your CRM assigns each deal to its form fill, so LinkedIn earns credit only when the form click came straight from it. Multi-touch credits its share across every deal it touched — 47 of last quarter’s 90 wins, not the 18 it closed directly.
$48K closed-won, split by U-shaped modelLast-touch (as per CRM)Multi-touch
Mar 3LinkedIn · impression, matched-audience$0$19K
Mar 9LinkedIn · thought-leader ad, video view$0$3K
Mar 14Form · demo request$48K$4K
Mar 28SDR · discovery call$0$3K
Apr 9Solutions call · technical eval$0$19K
Total credited$48K$48K
LinkedIn, CRM-sourced
$90K
form-source deals only
LinkedIn, multi-touch
$410K
share across 47 wins
Undercredited
$320K
credit your CRM can’t see
The full path, first ad impression to revenue, is stitched on your own definitions. Every touch traces back to the record behind it.
⚡ NB-Search_Competitors: spend up 37%, pipeline flat.
What I found
Over the last 30 days, NB-Search_Competitors raised spend 37% but pipeline didn’t move. The platform counts 12 conversions; only 2 became opportunities in the CRM.
Why it matters
Fires when a campaign’s cost per opportunity stays 30% above the account average for two weeks running. The average CPO is $2,300 per opp; NB-Search_Competitors is now $3,143.
Spend
$6.3K/mo
↑ 37% vs prior 30d
CPL
$58
↑ 32% vs $44 average
Pipeline
2 opps
flat at this spend
Platform vs CRM
12 vs 2
platform conv. vs CRM opps
Recommendation
Cap NB-Search_Competitors to $150/day, down from $210, last month’s level.
Add its competitor terms with no pipeline as exact-match negatives.
Move the freed $1.7K/mo to Brand-Search_Exact; review day 7, flag if CPO holds above the $2,300 average.
💰 Estimated outcomes: +$33K /quarter
Freed $1.7K/mo moves to Brand-Search_Exact at $1,700 per opportunity, against NB-Search’s $3,143.
About 1.4 more opportunities a quarter at your $24K average deal.
How the 261 engaged: 168 on LinkedIn ads (55 clicked), 52 organic, 23 Google Ads, 12 Meta, 6 direct. 20 of them cleared the hand-off threshold.
Why it matters
Clears when an account’s engagement score reaches 85, built from touch count, recency, and channel mix. 20 of the 261 are there now.
Account ready for hand-off
Engagement
Channels
Last touch
Northwind Systems
96
LinkedIn, Organic
1 day ago
Orbital Foods
93
LinkedIn, Google
2 days ago
Cassis Retail Group
91
LinkedIn, Organic, Meta
2 days ago
Verge Analytics
89
LinkedIn, Google
3 days ago
Katalyst Partners
87
Organic, LinkedIn
4 days ago
Top 5 of the 20 ready for hand-off.
Recommendation
Push the 20 accounts to the AE queue in Salesforce, routed to each account’s owner.
Attach each account’s engagement timeline so the rep opens with the channels and last touch.
Suppress all 20 accounts from retargeting so paid stops spending on accounts now with sales.
💰 Estimated impact: $140K closed-won
The 20 total $480K in pipeline value.
At your 29% hand-off win rate of ABM accounts, about $140K closed-won revenue expected.
PetavueAPP6:02 AM
🔎 23 accounts match your golden path but have no opportunity.
What I found
Each has cleared 10 to 12 of the 12 steps on your golden path, the most recent 8 to 16 days ago, with no sales follow-up.
Why it matters
Fires when an account clears at least 10 of the 12 golden-path steps but goes 14 days with no opportunity. The path is built from the 34 deals you closed-won in the last 90 days.
Account
Steps completed
Last activity
Northbeam Logistics
12 of 12
16 days ago, no follow-up
Orbital Foods
11 of 12
13 days ago, no follow-up
Cassis Retail Group
10 of 12
9 days ago, no follow-up
Verge Analytics
10 of 12
8 days ago, no follow-up
9 of the 23 completed all 12 steps. The 4 shown are representative.
Recommendation
Route the 9 accounts that completed all 12 steps to their AEs, flagged “no follow-up since last touch.”
Enroll the other 14 accounts in the won-path nurture, firing the step they’re missing.
Watch all 23 accounts; if any rise in engagement, pull them from nurture.
💰 Estimated impact: $552K hidden
$552K in target-account value across the 23, no opportunity open.
The 9 ready now convert at 31%, about $67K near-term.
PetavueAPP6:02 AM
📊 Your CRM credits LinkedIn for $90K. Multi-touch puts its real share at $410K.
What I found
Your CRM assigns each deal to its form fill, so LinkedIn earns credit only when the form click came straight from it. Multi-touch credits its share across every deal it touched — 47 of last quarter’s 90 wins, not the 18 it closed directly.
Why it matters
The full path, first ad impression to revenue, is stitched on your own definitions. Every touch traces back to the record behind it.
Date
$48K closed-won, split by U-shaped model
Last-touch (per CRM)
Multi-touch
Mar 3
LinkedIn · impression, matched-audience
$0
$19K
Mar 9
LinkedIn · thought-leader ad, video view
$0
$3K
Mar 14
Form · demo request
$48K
$4K
Mar 28
SDR · discovery call
$0
$3K
Apr 9
Solutions call · technical eval
$0
$19K
Total credited
$48K
$48K
LinkedIn, CRM-sourced
$90K
form-source deals only
LinkedIn, multi-touch
$410K
share across 47 wins
Undercredited
$320K
credit your CRM can’t see
Message
Slack-native approval loop
You guide. The agent adapts. You approve.
Reply to any agent in Slack to ask why, tell it to wait, or change its mind. It records your instruction and changes what it does tomorrow.
Ask why
PetavueAPP8:22 AM
Eight named accounts crossed your hand-off threshold this morning and are ready for sales. Recommend routing them to the account owners today.
Paul9:14 AM
@Petavue why these eight? Show me what they actually did.
PetavueAPP9:14 AM
All eight cleared your hand-off score of 85 within the last 14 days, with no opportunity open. Northwind Systems, for one: 3 LinkedIn ad views, 2 pricing-page visits, 2 nurture-email opens. That signal mix preceded 17 of your 34 closed-won deals last quarter.
Tell it to wait
PetavueAPP6:05 AM
Recommend pausing Meta_Prospecting_MidMarket today. It has spent $4,600 in its first two weeks and produced just 1 opportunity, so its cost per opportunity is $4,600, twice your $2,300 median.
Paul8:40 AM
It’s only two weeks old. Give it another week to ramp before we pause it.
PetavueAPP8:40 AM
Understood. Holding the pause and moved Meta_Prospecting_MidMarket to the watchlist. I’ll recheck in seven days and raise it again only if cost per opportunity is still above $2,300.
Watching · check back in 7 days
Action line: cost per opportunity $2,300 · next review Jul 1
Change its mind
Paul9:02 AM
@Petavue we’re not going after fintech for the next three months. Don’t surface any fintech accounts in discovery until then, even if they fit the profile.
PetavueAPP9:02 AM
Saved. From tomorrow’s run, discovery will skip the fintech vertical through September 25. Of the accounts I queued this week, 9 are fintech and will drop off. I’ll start surfacing them again after that.
Recorded · applies tomorrow
Discovery: fintech paused until Sep 25
Monitoring, recommendations, the moves you approve. All of it is built on one foundation.
Custom outcomes on verified metrics
Your outcomes. Your definitions. Verified every run.
Qualified pipeline, target accounts, CAC, payback, revenue — every metric measured your company’s way. Petavue turns your definitions into an approved calculation, validates it every run, and traces every number back to source before agents recommend anything.
Qualified pipeline, ICP, attribution windows, CAC, payback, revenue — every metric defined the way your company actually operates. Your own formulas, your own thresholds, applied consistently across every dashboard and recommendation.
Approved once, run the same way every day
Approve the definition once. The same SQL/Python artifact runs every refresh — deterministic execution keeps last week’s number and this one perfectly aligned.
Traceable to source
Every number carries its lineage — source data, calculation, validation, run history. Inspectable before the agents use it. Defensible when the CFO asks how you got there.
Skills
50+ skills. One foundation.
Every skill — attribution, pipeline, ROAS, re-targeting, custom — reads from the same graph, with your definitions applied consistently. Turn one on and it inherits the whole foundation.
“My CMO said he’s never seen multi-touch attribution stood up so quickly and accurately. Between that and the agent taking over most of the Q&A and ad hoc report requests, I never want to go back to the old way of reporting. Petavue is like magic.”
Camela Thompson
Head of RevOps at
Seattle Chapter Head at RevOps Co-op
Integrations
Connects natively to your stack.
Ad platforms, CRM, warehouses and event streams — connected in your first day, refreshed on schedule, reconciled against source totals before the agents use anything.
Ad platforms
LinkedIn Ads
Google Ads
Meta Ads
CRM & marketing automation
Salesforce
HubSpot
Marketo
Web & first-party data
GA4
Segment
Mixpanel
+ 300 more via Fivetran
The four-week pilot
From connection to value, starting day one.
Connected in a day. First recommendations within the week. Custom outcomes and the full agent coverage by week four.
Day 0–3
Connect
Integrations live
Day 3–7
Verified metrics live
Definitions locked in
Day 8–12
Agents enabled
Recommendations delivered
Day 12+
Adoption & impact
Compounding
Stand up integrations across your ad platforms, CRM and warehouse. Map your data model and confirm identity stitching so every impression, touch and account is accounted for.
Validate data end to end. QA attribution against known campaigns. Your outcome definitions locked in — qualified pipeline, CAC, payback, attribution windows — and computed the same approved way every day.
Daily and weekly recommendations turned on across the four fronts: move money, cut waste, improve performance, protect budget. Delivery is live where your team already works; you review, question and approve each move.
Agents tuned to your stages, custom fields and business definitions. Recommendations compound as the system learns what your team approves, rejects and questions — every input sharpens the next move.
Ad platforms connect the same day. First recommendations arrive within the week, once the agents have a baseline to compare against. Wiring in your CRM, attribution windows, qualified pipeline and CAC targets usually finishes inside week one. Custom scoring or attribution models take 3–5 days. Delivery to your team is on from day one.
No. Petavue proposes; a person on your team approves before anything reaches an ad platform. Every recommendation ships with its evidence: source data, the calculation, the expected impact. Approving, rejecting or pushing back teaches the system how your company operates.
Every number carries its lineage: source data, your definition, the calculation, the expected impact. Once you approve a definition, the same SQL or Python artifact runs on every refresh, so this week’s number reconciles with last week’s. Schemas, nulls, duplicates and source totals are checked before any number reaches a recommendation. The numbers hold up in a CFO review.
Yes. Qualified pipeline, attribution windows, target accounts, CAC, payback, margin — you define each one the way your business measures it. Change a definition once and it propagates across every dashboard, recommendation and agent that depends on it. We help set the first custom definitions during onboarding; you add more as the business evolves.
Ad platforms only see their own conversions, and each one claims credit for the same deal. Petavue joins every ad platform with your CRM and warehouse into one attribution graph, so you can see which impressions actually drove pipeline weeks later, and which platform-reported conversions never turned into revenue.
Salesforce, HubSpot, Google Ads, Meta, LinkedIn, Marketo, Outreach, Gong, ZoomInfo, GA4, Stripe, NetSuite and 20+ others natively; 300+ more via Fivetran. The agents can also work directly from Snowflake, BigQuery or Databricks. For non-standard sources, we build a custom connector in two weeks.
A working session on your paid-media surface. We walk through how the agents monitor, investigate and propose, using real recommendations against realistic campaigns and the evidence behind each one. We cover setup for your data sources, custom outcomes for your business, and how approvals flow into your existing execution stack.
Get early access to Petavue. See what the agents surface on your data.
We’re onboarding a limited number of B2B teams spending $30K+/month on paid media into the early Beta. Connect your ad platforms and see the recommendations, the evidence behind each one, and the pipeline the ad platforms miss — from first impression to closed-won.
