Request a callTen programs, one revenue engine
PlanConversion offers ten connected programs for enterprise B2B teams, and for owners and founders: audit, market research and competitor analysis, account-based marketing, Demandbase and 6sense programs, paid media, RevOps, conversion rate optimization, generative engine optimization, Claude implementation, AI adoption and process optimization, and website development. Most clients start with one and add others once the reporting shows what works.
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Clients
Three ways most enterprise teams begin
Pick the situation closest to yours. Each starting point is a bounded first engagement, and the rest of the programs connect to it later.
Account-based marketing
PlanConversion runs account-based marketing for enterprise B2B teams. We agree a target account list with sales, build campaigns for each tier and buying role, support rep follow-up, and report on meetings, opportunities and revenue by account. Programs run as 1:1, 1:few or pilot campaigns, on LinkedIn and programmatic or on Demandbase and 6sense, where PlanConversion is a Demandbase partner and has implemented 6sense for 5+ large enterprises.
Measured by: Meetings, opportunities and revenue per target account
- Target accounts. Tiers, buying roles, fit and intent signals, and a sales-approved list.
- Campaigns. LinkedIn and programmatic ads, account pages, role-based messages, retargeting and nurture.
- Sales follow-up. Rep talking points, CRM alerts, follow-up steps and deal support.
- Reporting. Account reporting, CRM source fields, meeting and pipeline tracking, weekly review.
Demandbase programs
PlanConversion is a Demandbase partner that operates the platform for enterprise B2B teams. We rebuild setup and integrations, re-tier accounts from closed-won and intent data, run campaigns by tier and stage, align sales on signal thresholds, and attribute engagement to opportunities and revenue. Programs start at $25K per month.
Measured by: Account engagement to opportunity conversion
- Platform rebuild. Setup, integrations, routing, data quality, tracking and reporting.
- Account strategy. Tiers built from ICP, closed-won data, intent, fit and sales priority.
- Campaign execution. Account-based advertising, LinkedIn, content syndication, retargeting and sales plays.
- Sales alignment. Signal thresholds, follow-up plays, ownership and weekly review.
- Attribution and reporting. Engagement, meetings, opportunities and revenue linked to campaigns.
Paid media
PlanConversion manages B2B paid media on LinkedIn, Google, Microsoft, YouTube, Demandbase, 6sense and programmatic. Every channel has a defined budget, audience, offer and CRM measure. We report on SQLs, meetings and pipeline rather than clicks, and move spend weekly. Retainers start at $2,550 per month.
Measured by: SQLs and pipeline by channel, from the CRM
- LinkedIn. Role, seniority and account targeting built around buying committees.
- Google and Microsoft Ads. Buying-intent queries separated from research and support traffic.
- Programmatic and intent. Account-level reach and intent-triggered display once the list is clean.
- Video and paid social. Explain the offer, retarget known accounts and distribute proof.
- Tracking. UTMs, forms, routing and offline conversions checked against the CRM.
RevOps and marketing operations
PlanConversion fixes RevOps for B2B teams on HubSpot and Salesforce. We define lifecycle stages, govern UTMs and forms, connect ad platforms and offline conversions, build routing and scoring, and deliver dashboards that tie campaigns to pipeline.
Measured by: Attribution coverage and speed to lead
- Tracking and attribution. GA4 and GTM review, UTM rules, offline conversions, campaign-to-pipeline reports.
- CRM and lifecycle. Stage definitions, required fields, deduplication, HubSpot or Salesforce structure.
- Automation and routing. Lead routing, fit and intent scoring, sales alerts and nurture logic.
- Reporting and forecasting. Dashboards by source, account, stage, channel and owner, with velocity and conversion rates.
Conversion rate optimization
PlanConversion runs conversion rate optimization for B2B and enterprise sites. We find where good buyers drop off, run one test at a time against a qualified-demo metric, and ship winners to production. First tests usually go live within three weeks, and full cycles take four to five weeks.
Measured by: Qualified demo rate, not form fills
- 90-day sprint. Funnel audit and leak map, two test cycles, winners shipped, handoff document.
- Ongoing program. Continuous test pipeline, quarterly priority resets with sales, monthly executive review.
- Focus areas. Paid landing pages, forms and demo flows, pricing pages, homepage hero, sales handoff.
- Tooling. VWO, Optimizely, GA4, GTM and your existing stack.
Generative engine optimization
Generative engine optimization (GEO) is the practice of making a company accurately understood, cited and recommended by AI assistants such as ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews. PlanConversion runs GEO for enterprise B2B: we test buyer questions across engines, rebuild pages with direct answers and proof, align third-party sources, and track share of answer.
Measured by: Share of answer and citation accuracy by engine
- GEO diagnostic. Fixed-scope audit: buyer-query set, engine-by-engine results and a competitor map.
- Always-on GEO program. Ongoing content updates, source cleanup and a monthly answer review.
- Category capture. A focused push on one query cluster, with a content plan and citation targets.
- New to GEO. Baseline report, priority gaps and a program roadmap.
Claude implementation
PlanConversion implements Claude for marketing teams. We connect Claude to product knowledge, approved proof, brand rules and market research, then build shared agents and skills for decks, content, research and quality control so the whole team works from the same facts instead of one-off prompts.
Measured by: Hours saved and output passing review first time
- Knowledge setup. Company-wide or function-wide product facts, buyer notes and proof points.
- Agents. Presentation, content, market research and quality control agents.
- Shared standards. Prompts, skills, workflows and brand standards.
- Training. User training and ongoing quality control.
AI adoption and process optimization
PlanConversion helps enterprise marketing and revenue teams adopt AI where it pays off. We map the processes behind campaigns, content, reporting and lead handling, find the steps AI and automation should own, build governed Claude agents and workflows connected to your systems, train the team, and measure cycle time, hours returned and adoption.
Measured by: Cycle time, hours returned and adoption by team
- Process and readiness assessment. Current-state process maps, data and tool audit, risk review and a prioritized AI roadmap.
- Agents and automations. Claude agents and workflows for briefs, research, content QA, reporting narratives and lead follow-up.
- Governance. Approved data sources, human review points, usage policies and claim controls.
- Enablement. Role-based training, playbooks, office hours and an adoption dashboard.
Website development
PlanConversion builds B2B websites and landing pages that support pipeline. We map pages to audiences, offers and proof, write plain-language copy, build fast pages with structured data, connect forms to your CRM, and review conversion data after launch. Builds include headless and modern framework options.
Measured by: Qualified conversions and page speed
- Service and campaign pages. Reusable sections built for proof, offers and conversion.
- Structured data. Organization, Service, FAQ and Article schema plus llms.txt.
- Tracking and CRM. GA4, GTM, forms and HubSpot or Salesforce handoff.
- Headless options. Next.js and headless CMS builds for speed and flexibility.
Programs
Audit, market research and competitive strategy
PlanConversion audits your current marketing, researches your market and buyers, analyzes the competitors and alternatives buyers compare you with, and turns the findings into a prioritized plan. We study your space the way an in-house strategist would: who the other players are, how they position and spend, where buyers are underserved and where you can win. The plan comes from your own data and your buyers’ language, so it is specific to your business and hard for a competitor to copy. It works for enterprise teams and for owners and founders who want to start getting the visibility they deserve.
Measured by: Gaps ranked by revenue impact and a 90-day plan you can fund
- Marketing and funnel audit. Findings ranked by impact and effort, with the evidence behind each one.
- Market and buyer brief. Segments, search demand, buyer questions, objections and the moments where decisions are made.
- Competitor teardown. A side-by-side view of positioning, offers, channels and gaps, plus where you can credibly be different.
- Positioning and 90-day plan. Messaging direction, channel and budget priorities, first experiments and the measures that show progress.
Services: common questions
What services does PlanConversion offer?
ABM, Demandbase and 6sense programs, paid media, RevOps and attribution, CRO and A/B testing, generative engine optimization, Claude implementation, AI adoption and website development, plus an integrated demand engine that combines them.
Can we start with one service?
Yes. Most clients start with one program, often paid media, CRO or attribution, and 92% expand scope after the first 90 days.
How is pricing structured?
Published monthly retainers with no media markup and month-to-month terms, plus fixed-scope sprints. See the pricing page for current figures.
How fast can a program start?
Audits start within days. First tests and campaigns usually go live within two to three weeks of kickoff.
