Request a callAI adoption and process optimization
Put AI to work in how your revenue team actually operates
Make AI adoption stick across marketing and revenue teams
In short
For VPs and leaders of AI adoption at enterprise companies, PlanConversion maps where marketing and revenue work can be automated, implements Claude and agent workflows on governed knowledge and approved processes, and trains teams so adoption becomes daily practice.
Last updated
What you are dealing with
The pressures we hear from this role
Pilots that never reach production
Demos impress, then usage fades because the workflow, data and owners were never defined.
Governance and brand risk
Legal, security and brand teams need approved sources, review steps and clear rules.
Tool sprawl
Teams adopt different assistants with different data, and nobody sees the combined value.
Proving value
Leadership expects measured time saved and revenue impact, not demos.
How we help
A senior team that works as part of yours
Process mapping
We map marketing and revenue workflows to find where AI removes work and where people stay in the loop.
Claude implementation
Claude connected to your product knowledge, brand rules and approved proof, with review steps built in.
Training and playbooks
Hands-on enablement for each team and role, with playbooks they keep using.
Measurement
Adoption, time saved and pipeline impact tracked from the start.
Reporting rhythm
Built so you can show progress to management
We know which numbers matter to executive teams and investors, so the reporting is designed to be taken straight into the room.
Weekly
What moved, what we changed and what we test next. A working report for your team, 30 minutes.
Monthly
An executive readout: pipeline, revenue, cost per opportunity, progress against target and a budget recommendation.
Quarterly
Reset priorities with leadership from what the CRM shows, with the story ready for the board and investors.
What we report
The metrics your management team and investors care about
- Active users and weekly usage by team
- Time saved on mapped workflows
- Output quality and review pass rate
- Content and campaign cycle time
- Pipeline and revenue impact where applicable
- Governance checks completed
Your stack
We work in the tools your team already runs
Browse the platforms we operate by job. Logos name the tools we work in. They belong to their owners and do not imply endorsement.
The system of record every program is measured in.
- Salesforce
- HubSpot
- Marketo
- Pardot
- Eloqua
- Dynamics 365
Tracking, attribution and reporting you can defend to management.
- GA4
- Tag Manager
- Looker
- Tableau
- Power BI
- Snowflake
- BigQuery
- Segment
Claude, AI search visibility and the tools that measure it.
- Claude
- ChatGPT
- Gemini
- Perplexity
- Copilot
- Search Console
- Semrush
- Ahrefs
Services for this role
The programs we run for you
Claude implementation
One shared brain for your marketing team
Generative engine optimization
Get AI assistants to understand, cite and recommend you
RevOps and marketing operations
Fix the data behind your revenue reporting
FAQ
Questions from this role
Which AI tools do you work with?
We implement Claude and work with the assistants your teams already use, connected to your CRM, knowledge base and approved content.
How do you handle governance?
Approved sources, review steps and clear rules for what AI can and cannot do are agreed with legal, security and brand before launch.
Is this only for marketing?
We focus on marketing and revenue teams, where the work, data and measurement are closest to our expertise.
