A copy-paste Claude prompt that pulls 90-day pipeline contribution per channel × audience × creative from MCP and produces an executable reallocation memo — current → recommended dollar deltas, projected pipeline impact per move, 30-60-90 day sequencing. The strategic companion to Cross-Platform Pipeline Health Check.
A B2B SaaS marketing leader reads "Series B should allocate 30% Google, 35% LinkedIn, 15% Meta, 20% other" in an industry framework. They follow it. Their account ends up with 30% Google, 35% LinkedIn, 15% Meta, 20% other. Six months later, they're underperforming pipeline targets. They re-read the framework, conclude they're executing it correctly, and hire a new agency. The actual problem: their account's pipeline-per-dollar by channel diverged from the stage average by 40-60%. Their LinkedIn audience converts 2.3x better than the stage benchmark; their Google search converts 0.6x of stage benchmark. Stage frameworks tell category leaders' average allocation. Your account isn't average — it has its own deal economics, ICP fit, and channel-to-pipeline relationships. Optimizing toward the average actively harms accounts whose performance diverges.
The deeper problem is that most B2B SaaS budget conversations happen at the channel level when the leverage is at the audience and creative level. Channel-level reallocation ("shift $5K from Google to LinkedIn") moves the largest dollar amounts but addresses the lowest-resolution decisions. The actual pipeline-per-dollar gaps live deeper — within Google, "Search · Brand Defense" might be 4x more efficient than "PMax · Top of Funnel"; within LinkedIn, "T1-DM cold" might be 3x more efficient than "T1-Researcher cold." Without addressing audience-level and creative-level allocation, channel-level reallocation moves money to the wrong sub-segments inside the better-performing channel.
This workflow runs the full reallocation pass. Claude pulls 90-day pipeline contribution data per channel × audience × creative from MCP, computes pipeline-per-dollar by cluster, identifies underfunded high-ROI cells and overfunded low-ROI cells, and produces a sequenced 30-60-90 day reallocation memo. Run quarterly. Pairs with Cross-Platform Pipeline Health Check (monthly measurement) — health check measures trajectory; allocator translates trajectory into resource decisions.
The gold variables — your brand, total monthly budget, ACV, target pipeline contribution per dollar — are the parts you edit. Run quarterly with the same methodology so cycle-over-cycle deltas are comparable.
Sample output for a hypothetical mid-market B2B SaaS brand spending $45K/mo across Google + LinkedIn + Meta. Allocator surfaces a 22% reallocation moving budget from Google PMax to LinkedIn T1-DM, projecting $52K incremental quarterly pipeline.
Pulling 90-day pipeline contribution per channel × audience × creative across all platforms.
$45K/mo × 3 months = $135K total budget reviewed. Current allocation: Google 47% / LinkedIn 33% / Meta 15% / Other 5%. Total proposed reallocation: $9,800/mo (22% of budget). Highest-leverage shift: $4,500/mo from Google PMax to LinkedIn T1-DM cold. Projected 90-day pipeline impact: +$52K incremental ($156K → $208K quarterly pipeline). Recommended sequencing: Tier 1 ships this week (channel-level), Tier 2 ships 30-60 days (audience-level), Tier 3 deferred to Creative Fatigue Tracker output.
linkedin: +$4,500 / google_pmax: -$4,500.T1-DM cold +$3.0K / T1-Influencer cold +$1.0K / T2 retargeting +$0.5K. Audience setup + Smart Bidding re-learning takes 21-30 days.PMax broad -$3,500 / PMax goes from broad to top-funnel-restricted. Configure CRM-guarded audience signals.Run quarterly. Pair with Cross-Platform Pipeline Health Check (monthly measurement). Re-run after major operational changes — new product launch, ICP shift, market entry, or significant ad spend changes.
Verify Google offline conversions and LinkedIn CAPI are both firing pipeline outcomes back to ad platforms. Without offline conversions, the analysis runs on form-fill data — and reallocation against form fills produces wrong decisions. Verify pipeline data exists in HubSpot for at least 90 days (60 days minimum for new accounts, with directional caveat).
Set up Google offline conversions →Edit the gold variables — your brand, total monthly paid budget, average ACV, average sales cycle, target pipeline-per-dollar. The most important variables are total budget and ACV. Total budget anchors reallocation magnitude (typical 15-25% shift). ACV determines which channels economically justify themselves (LinkedIn requires $5K+/mo minimum effective spend).
For an account with 3-4 paid channels, the workflow takes 8-12 minutes. Claude pulls 90-day pipeline contribution data per channel × audience × creative, computes pipeline-per-dollar by cluster, identifies under/over-allocated cells, and produces the 30-60-90 day sequenced memo. Output is the channel reallocation table + audience reallocation table + sequenced memo — these are the action artifacts.
Execute Tier 1 (channel-level shifts) this week — budget changes are immediate but algorithm re-stabilization takes 14-21 days. Re-pull MCP data at Day 30 to verify directional movement. Execute Tier 2 (audience-level) at Day 30-60 once channel-level shifts have stabilized. Defer Tier 3 (creative-level) until Creative Fatigue Tracker runs. Re-run the allocator at Day 90 to begin the next quarterly cycle and identify the next 8-15% reallocation.
Same 3-cluster framework, different scope. Pick the variant that matches your account stage and budget level.
New accounts can't run the standard allocator — they don't have enough pipeline data for stable analysis. Pre-launch variant uses ICP fit + channel-to-ICP correlation as proxies for pipeline contribution. Output is an initial allocation plan with explicit pipeline targets to validate at Day 60 and Day 90.
When the goal is reducing total spend (not reallocating it), the math changes. Budget-cut variant identifies the lowest pipeline-per-dollar cells and removes them sequentially while protecting high-ROI cells. Output is a "what to cut first" memo rather than a "what to reallocate" memo.
When the goal is deploying additional budget (not reallocating existing spend), the math is different again. Scale-up variant identifies the high pipeline-per-dollar cells with capacity for additional spend (not impression-share-bound) and routes new budget there. Avoids over-investing in cells that have hit ceiling.
Stage frameworks tell you what category leaders allocate. Your account isn't a category leader average — it has its own deal economics, ICP fit, channel-to-pipeline relationships. Run the allocator quarterly. Execute Tier 1 channel shifts this week. Audience shifts at Day 30-60. Creative shifts at Day 60-90 with Creative Fatigue Tracker input. Or have senior GrowthSpree operators run the quarterly allocator across MCP data and coordinate execution across Google + LinkedIn + Meta operators — the same operating motion run across 300+ B2B SaaS accounts.