budget-optimization
Use when reallocating spend across channels/ad sets or setting guardrails to stay on plan.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/gtmagents/gtm-agents --skill budget-optimization- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads budget-optimization automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Budget Optimization & Pacing Skill
When to Use
- Weekly/monthly budget reviews.
- Mid-flight adjustments after performance shifts.
- Preparing reforecast scenarios for finance.
Framework
- Reference Plan – planned vs actual spend, CPA/CPL, pipeline, ROAS.
- Efficiency Bands – thresholds for pulling back or scaling (e.g., ±20% vs target CPA).
- Scenario Modeling – reallocate budget to best-performing ad sets while respecting learning phase minimums.
- Guardrails – set daily caps, alerts, and auto rules for overspend or underdelivery.
Checklist
- Align reporting windows with attribution (24h, 7d click, 28d view if available).
- Confirm finance approvals before large shifts.
- Document rationale for every reallocation.
- Update forecast + capacity plans (e.g., SDR follow-up) when pipeline mix changes.
Templates
- Budget tracker spreadsheet (plan vs actual vs forecast).
- Scenario calculator (impact of shifting X% spend).
- Alert configuration guide (platform and BI tools).
Tips
- Reserve 5–10% of spend for rapid experiments.
- Keep retargeting budgets proportional to audience size to avoid fatigue.
- Sync with lifecycle team so automation throughput can handle new volume.
FAQ
What does the budget-optimization skill do?
Use when reallocating spend across channels/ad sets or setting guardrails to stay on plan.
How do I install budget-optimization?
Run npx skills add https://github.com/gtmagents/gtm-agents --skill budget-optimization in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/budget-optimization/ (personal) or .claude/skills/budget-optimization/ (project).
Which AI agents can use budget-optimization?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is budget-optimization safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains budget-optimization?
It is published by gtmagents in gtmagents/gtm-agents. It has 71 recorded installs.
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