AgencyOS

Built on ArtMetrics

Paid Ads / Attribution

RetargetingMax

Retargeting orchestration, audience recovery, and abandonment flows.

requires-dependency
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

Service package scaffold

This plugin can be added to proposal only or installed as a draft tenant service package.

Problem / Outcome Summary

Business problem

Warm audiences leak when retargeting, lifecycle, and sales follow-up are not coordinated.

Business impact

better audience recoveryhigher conversion from warm traffic

Operational symptoms

  • abandoned leads
  • no audience recovery
  • retargeting is not tied to lifecycle

Recommended user

Marketing opsRevOps

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

RetargetingMax Workspace

workflow

Operational workspace for RetargetingMax tasks, owners, and outcomes.

RetargetingMax Dashboard

dashboard

Manager visibility and KPI reporting for RetargetingMax.

RetargetingMax Implementation Checklist

checklist

Step-by-step install and operationalization checklist for RetargetingMax.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for RetargetingMax.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for RetargetingMax.

Templates

RetargetingMax SOP

sop

Standard operating procedure for installing and running RetargetingMax.

RetargetingMax Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

RetargetingMax Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

RetargetingMax Executive Dashboard

scorecard, trend, exception table

Executive rollup for RetargetingMax outcomes, risk, and implementation progress.

RetargetingMax Operator Queue

table, kanban

Daily action queue and blocked-work visibility for RetargetingMax.

AI Actions

Diagnose RetargetingMax gap

system recommendation

Which RetargetingMax workflow should we install first for this client?

Write RetargetingMax proposal insert

RevMax proposal section

Explain RetargetingMax to an executive buyer.

Automations

RetargetingMax task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

RetargetingMax exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

RetargetingMax

available

manual import and demo-local workflow

KPIs

Retargeting Roas

leading

Improve 20% in 60 days

Abandonment Recovery

operational

Tracked weekly

Warm Lead Conversion

lagging

Tracked weekly

Interactive Preview

Operational workspace for RetargetingMax tasks, owners, and outcomes.

RetargetingMax Workspace

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsMarketing ops1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationMarketing ops3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingMarketing ops2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationMarketing ops1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingMarketing ops1-2 weeks
Install RetargetingMax

This will add

RetargetingMax Workspace
RetargetingMax Dashboard
RetargetingMax Implementation Checklist
RetargetingMax Executive Dashboard
RetargetingMax Operator Queue
RetargetingMax SOP
RetargetingMax Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

pixelguard

Commonly paired

lifecycleosadsops

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: pixelguard

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

RetargetingMax Proposal Section

RetargetingMax addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Retargeting RoasAbandonment RecoveryWarm Lead Conversion