REVENUE OPTIMIZATION

Pipeline. Revenue. On Autopilot.

Your budget should flow to what’s actually driving revenue – not vanity metrics like CPC and CPL. Metadata does the work for you by continuously optimizing spend toward the channels, audiences by running experiments that automatically turn spend into pipeline and revenue.
We remove the complexity for you.

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Spend smarter. Scale faster.

Your CRM Remains the Source of Truth

We plug directly into your CRM so optimization happens on the metrics that matter — pipeline, revenue, and stage progression.

Not clicks. Not cheap leads. Real impact.

AI Agents evaluate every experiment and automatically shift budget toward the audiences and creative that convert further down-funnel.

Remove the Complexity

You get the right budget on the right ads and audiences at the right time - without spreadsheets, guesswork, or manual babysitting.

One Platform. Zero Busywork.

No more hopping between channels. No more spreadsheet gymnastics. Just clean, accurate, real-time performance you can trust.

Real results for real marketers

“We’ve seen a huge revenue increase over the last two years. We went from a million dollars a quarter to now almost a million dollars a month, and we are doubling in size year over year. Metadata is probably 75% of that.”

Mike Smith

VP of Revenue Marketing, LaunchDarkly

“We generated 177% increase in influenced revenue with Metadata’s Bid Agent— but honestly, the real win was the time we got back and the results we achieved. With Analyst Agent and Campaign Upload, we stopped drowning in spreadsheets and started focusing on what actually moves the needle to drive pipeline.”

Charisse Sare

Manager of Digital, Zoom

“We have never had this level of transparency. Metadata gives us a full funnel view we have never seen in advertising programs before. They’re the reason we can run lean, stay efficient and still deliver record pipeline. I can prove exactly what advertising contributes to the business. It has completely changed how we operate.”

Tagg Bozied

Senior Manager of Paid Social, Docebo

You set the goal. We hit it.

Choose the outcomes you care about – with your definitions and data – and the Metadata Agents will optimize towards those goals. Flexible KPIs, Firm ROI.

No more time wasted on overly-complex Google Sheets.

Optimizing 24/7

Metadata Optimizer runs throughout the day, evaluating performance across channels and redistributing budget to the best experiments.

No more wasted spend while you sleep.

Real-Time Results

The next time your CEO asks, “How’s the campaign going?” you’ll have the answer — with every touchpoint tied back to impact.

No more complex manual data processing

See the optimizer in action

We won’t share the secret sauce… but we’ll show you enough to understand why marketers swear by it.

Optimizer: Explained

We should probably keep the Optimizer secret sauce, well, secret. But we’ve never been much for gatekeeping.

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See how Metadata compares to native platforms when it comes to targeting accuracy, cost efficiency, and pipeline influence.

FAQs

What does “revenue optimization” actually mean in Metadata?

Revenue optimization means your ad spend is continuously optimized toward real business outcomes—pipeline, revenue, and deal progression—not surface-level metrics like clicks or CPL.

How does Metadata decide where to move budget?

Metadata’s AI Agents evaluate every experiment across channels, audiences, and creative, then automatically shift spend toward what’s converting further down the funnel—using your CRM data.

What metrics can I optimize toward?

You choose the metrics that matter—pipeline created, revenue influenced, stage progression, opportunity value, or custom CRM fields. Metadata optimizes to your definitions, not platform defaults.

How is this different from native platform optimization?

Native platforms optimize for clicks or conversions inside their own walled gardens. Metadata optimizes across channels using CRM outcomes, delivering higher targeting accuracy and clearer revenue impact.

Does Metadata replace my CRM or attribution tool?

No. Your CRM remains the source of truth. Metadata plugs directly into it and uses that data to power optimization—without disrupting your existing stack.