Skip to main content

​
Performance Marketer Playbook

This playbook shows you how to use Boa to diagnose creative performance, monitor competitors, and make faster, more confident testing decisions.
Performance Marketers use Boa to understand what drives engagement and conversion, spot breakout creatives before they saturate, and optimize campaigns with data-backed insights.

​
Your top 3 goals with Boa

​
1. Diagnose what drives performance

Move beyond surface metrics. Understand which creative elements — tone, pacing, hooks, CTAs — correlate with engagement and conversion.

​
2. Monitor competitors and breakouts in real time

Get alerted when competitors launch new creatives or when patterns suddenly surge. Respond quickly to threats and opportunities.

​
3. Test smarter, not harder

Use emerging trend signals to prioritize tests. Avoid saturated patterns and focus on high-potential opportunities.

​
Weekly workflow rhythm

1

Monday: Monitor alerts and competitive intelligence

Time investment: 10-15 minutesGoal: Review what happened over the weekend and start the week informed.Recommended Chips:
  • Competitor Watch (set up once, review weekly)
  • Breakout Detector (set up once, review weekly)
What to do:
  1. Review alerts from Monitor workflows
  2. Check if competitors launched new creatives
  3. Note any breakout performers in your genre
  4. Flag high-priority items for deeper analysis
Deliverable: Weekly competitive intelligence summary
Monitor workflow example

Monday Monitor review

2

Tuesday-Wednesday: Diagnose performance

Time investment: 20-30 minutesGoal: Understand why creatives perform (or don’t).Recommended Chips:
  • Creative Breakdown — Deep analysis of your campaigns or competitor breakouts
  • A/B Comparison — Understand what drove performance differences
  • Performance Diagnosis — Identify why underperformers failed
What to do:
  1. Pick your top and bottom performers from last week
  2. Run Creative Breakdown to understand drivers
  3. Compare to genre benchmarks
  4. Document learnings for optimization
Deliverable: Performance diagnosis with improvement recommendations
3

Thursday: Plan tests and optimizations

Time investment: 20-30 minutesGoal: Turn insights into actionable test plans.Recommended Workflows:
  • Use Diagnose insights to plan iterations
  • Run Trend Spotter (monthly) to prioritize emerging patterns
  • Create test hypotheses backed by data
What to do:
  1. Review diagnosis findings from Tuesday-Wednesday
  2. Identify 2-3 high-impact optimizations to test
  3. Check trend velocity (is this pattern rising or declining?)
  4. Prioritize tests: proven patterns first, emerging trends second
Deliverable: Test plan with hypotheses and success metrics
4

Friday: Forecast and prepare for next week

Time investment: 15-20 minutesGoal: Stay ahead of trends and prepare for next week’s opportunities.Recommended Chips:
  • Trend Spotter (monthly) — Identify rising vs declining patterns
  • What’s Next (quarterly) — Predict future trends
What to do:
  1. Review test results from this week
  2. Run Trend Spotter once per month to check velocity
  3. Update test roadmap based on trends
  4. Set up or adjust Monitor alerts for next week
Deliverable: Updated test roadmap + trend insights (monthly)

​
Favorite Chips for Performance Marketers

Creative Breakdown

Understand performance drivers

A/B Comparison

Diagnose test results

Performance Diagnosis

Fix underperformers

Competitor Watch

Track competitive moves

Breakout Detector

Spot surging creatives

Trend Spotter

Prioritize tests (monthly)

​
Fast wins: your first 2 weeks with Boa

​
Week 1: Set up monitoring and diagnosis

Day 1-2: Set up monitoring
  • Set up Competitor Watch for your top 3-5 competitors
  • Set up Breakout Detector for your genre
  • Configure alert thresholds (top 10-20% performers)
Day 3-4: Diagnose current campaigns
  • Run Creative Breakdown on your best performer
  • Run Performance Diagnosis on your worst performer
  • Document key learnings
Day 5: Create test plan
  • Identify 2-3 patterns to test from diagnosis
  • Prioritize based on impact and effort
  • Set success metrics
Outcome: Automated monitoring + diagnosed performance drivers + test plan.

​
Week 2: Test and iterate

Day 1-2: Launch tests
  • Create test variants incorporating Week 1 insights
  • Launch small-scale tests
Day 3-4: Monitor early signals
  • Check early performance (first 24-48 hours)
  • Run quick A/B Comparison if results are mixed
  • Adjust or kill tests based on signals
Day 5: Review and plan next tests
  • Run Trend Spotter to identify rising patterns
  • Prioritize next week’s tests
  • Share learnings with creative team
Outcome: Active testing rhythm + early trend signals + team alignment.

​
Daily monitoring routine (5 minutes)

Every morning:
  1. Check Monitor alerts (2 min)
  2. Note any competitor launches or breakouts (1 min)
  3. Flag high-priority items for deeper analysis (1 min)
  4. Share critical alerts with team (1 min)
When to go deeper:
  • Competitor launches high-performing creative → Run Creative Breakdown
  • Your campaign underperforms → Run Performance Diagnosis
  • Breakout creative in your genre → Run Creative Breakdown + assess test opportunity
Set up Slack or email notifications for high-priority Monitor alerts. Stay informed without constantly checking Boa.

​
Monthly testing cadence

Week 1: Competitive intelligence
  • Run Competitor Landscape to see what’s working for competitors
  • Run Genre Deep Dive to understand current top patterns
  • Identify 3-5 patterns worth testing
Week 2: Diagnosis and validation
  • Run Diagnose on top patterns from Week 1
  • Understand why they work (tone, pacing, hooks, etc.)
  • Validate that patterns are replicable for your brand
Week 3: Test execution
  • Launch tests incorporating validated patterns
  • Monitor early signals (first 48 hours)
  • Run quick A/B Comparison to diagnose differences
Week 4: Review and forecast
  • Run Trend Spotter to check trend velocity
  • Document test results and learnings
  • Plan next month’s tests based on trends

​
Common scenarios and how to handle them

What to do:
  1. Run Performance Diagnosis within 24 hours
  2. Compare to genre top performers
  3. Identify specific gaps (hook timing? tone mismatch? weak CTA?)
  4. Create optimized variant addressing gaps
  5. Launch quick test (48-hour turnaround)
Timeline: Diagnose within 24 hours, optimized variant live within 48 hours
What to do:
  1. Run Creative Breakdown on the breakout creative
  2. Understand performance drivers (tone, theme, pacing, hook)
  3. Assess: Is this a one-off or part of a trend?
  4. If trend: Run Trend Spotter to check velocity and saturation
  5. If low saturation + rising: Create test variant within 48 hours
Timeline: Diagnose within 12 hours, fast-follow test within 48-72 hours
What to do:
  1. Run A/B Comparison to understand differences
  2. Check if variables were too similar (not distinct enough)
  3. Look for performance differences by segment or time
  4. Extend test duration or increase sample size
  5. If still inconclusive: Test more distinct variants
Timeline: Immediate diagnosis, decision within 24 hours
What to do:
  1. Run Trend Spotter to identify rising vs declining patterns
  2. Filter by:
    • High velocity + low saturation = test now
    • Medium velocity + medium saturation = test cautiously
    • Declining or high saturation = skip
  3. Cross-check with brand fit and execution capability
  4. Prioritize: proven patterns first, emerging trends second
Timeline: Monthly planning session (2-3 hours)
What to do:
  1. Run Creative Breakdown on your top 3 campaigns
  2. Run Competitor Landscape for competitive context
  3. Create summary showing:
    • Performance drivers (what’s working)
    • Competitive positioning (how we compare)
    • Test roadmap (what we’re optimizing next)
  4. Include visual examples and data
Timeline: 1-2 hours to create summary

​
Pro tips for Performance Marketers

​
Tip 1: Monitor + Diagnose = rapid response

Set up Monitor alerts, then run Diagnose on anything high-priority. This combo gives you competitive intelligence + actionable insights in minutes. Use Trend Spotter monthly to identify rising patterns. Test them before they saturate — early movers win.

​
Tip 3: Always compare

Never diagnose in isolation. Always compare your creative to genre benchmarks or competitor top performers. Context is everything.

​
Tip 4: Document learnings

Create a shared doc of “what works” and “what doesn’t” based on Diagnose insights. Build institutional knowledge.

​
Tip 5: Pair with creative team

Share Diagnose findings with your Creative Director or Creative Producer. The best performance comes from tight creative-performance collaboration.
The fastest teams use Boa to close the learning loop: Launch → Monitor → Diagnose → Optimize → Repeat. Aim for 48-72 hour iteration cycles.

​
Metrics to track with Boa insights

​
Creative performance metrics

Track these for each creative:
  • Engagement rate — Does it hook viewers?
  • Watch time / completion rate — Does it hold attention?
  • Click-through rate (CTR) — Does it drive action?
  • Conversion rate — Does it convert?

​
Pattern performance metrics

Track these for patterns you test:
  • Pattern adoption — How common is this pattern in top performers?
  • Pattern velocity — Is this pattern rising or declining?
  • Pattern saturation — How crowded is this pattern?
  • Pattern lift — Does testing this pattern improve performance?

​
Competitive metrics

Track these for competitors:
  • Launch frequency — How often do they ship new creatives?
  • Creative direction shifts — Are they changing strategy?
  • Performance vs yours — How do they compare to your campaigns?
Use Boa to understand creative drivers, then connect them to your performance metrics. This closes the loop between creative intelligence and business outcomes.

Diagnose Workflow

Understand performance drivers

Monitor Workflow

Track competitors and breakouts

Forecast Workflow

Prioritize tests with trends

Insight Patterns

What to look for in results