ContentContent · Ops

Budget Optimization

Use when reallocating spend across channels/ad sets or setting guardrails to stay on plan.

by GTM Agents·Apache-2.0·230 on GitHub·updated 2026-04-03
claude plugin marketplace add gtmagents/gtm-agents

What this skill does

  1. 1Tracks planned vs actual spend against CPA, CPL, pipeline, and ROAS targets in one view.
  2. 2Applies efficiency bands to flag ad sets for scale-up or pullback based on performance thresholds.
  3. 3Models reallocation scenarios showing ARR and pipeline impact before moving budget.
  4. 4Sets daily caps, platform auto-rules, and BI alerts to prevent overspend or underdelivery.
  5. 5Documents every reallocation decision with rationale for finance and leadership reporting.

When to use

  • Running a weekly or monthly budget review across paid channels.
  • Making mid-flight adjustments after a channel or ad set shifts significantly from target CPA.
  • Preparing reforecast scenarios for a finance review or planning cycle.
  • Scaling a high-performing ad set while keeping total spend on plan.

Best for

Marketing Manager

Format

FrameworkTemplateWorkflowTrackerPlaybook

Frequently asked questions

What is Budget Optimization?

Budget Optimization is a Claude Code skill for content by GTM Agents. Use when reallocating spend across channels/ad sets or setting guardrails to stay on plan.

When should I use Budget Optimization?

Running a weekly or monthly budget review across paid channels. Making mid-flight adjustments after a channel or ad set shifts significantly from target CPA.

How do I install Budget Optimization?

Run the install command (claude plugin marketplace add gtmagents/gtm-agents). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.

Is Budget Optimization free to use?

Yes. Budget Optimization is open source under the Apache-2.0 license, published in the gtmagents/gtm-agents repository on GitHub.

Source repository

More from gtmagents/gtm-agents

Other skills that might interest you