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Senior Web Developer and AI Solutions Architect
Builds the sites, tracking and AI workflows behind client programs, from headless architecture to Claude implementations.
One shared brain for your marketing team
In short
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
Last updated
Clients
The problem
What usually goes wrong
Every prompt starts from zero
Each person feeds AI different facts, so output quality and accuracy vary.
Claims drift
AI drafts invent or overstate proof that legal and brand never approved.
Work does not compound
Good prompts live in personal chats instead of shared, reusable workflows.
Our approach
How we run it
Every step is reviewed with your team, and every result is reported from your CRM.
Connect knowledge
Documents, templates, campaign history and research Claude needs to work from.
Encode the rules
Turn business rules, writing standards and approval steps into instructions.
Build agents and skills
Decks, content, research and review agents your team shares.
Automate and train
Automate recurring work, train users, review output and keep knowledge current.
Deliverables
What you get
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.
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.
Account selection, intent, advertising and sales alerts, run weekly.
- DemandbaseOfficial partner
- 6sense
- ZoomInfo
- Bombora
- G2
The system of record every program is measured in.
- Salesforce
- HubSpot
- Marketo
- Pardot
- Eloqua
- Dynamics 365
One paid plan across channels, optimized against pipeline.
- Google Ads
- Microsoft Advertising
- Meta Ads
- YouTube
- Reddit Ads
Tracking, attribution and reporting you can defend to management.
- GA4
- Tag Manager
- Looker
- Tableau
- Power BI
- Snowflake
- BigQuery
- Segment
Testing, behavior analytics and web builds for conversion.
- Optimizely
- VWO
- Hotjar
- Clarity
- Webflow
- WordPress
- Contentful
- Figma
Claude, AI search visibility and the tools that measure it.
- Claude
- ChatGPT
- Gemini
- Perplexity
- Copilot
- Search Console
- Semrush
- Ahrefs
PlanConversion went beyond flagging a misfiring tracking tag. They brought the fix and a forward-looking testing plan to keep our tracking reliable.
Pipeline quality and win rates improved within a quarter. We finally had one connected demand engine with shared metrics.
Your team
Who runs your claude implementation program
Founder and Director of Revenue Growth Strategy
Leads strategy on every engagement. Former enterprise marketing leader at Coveo, Assent and Nakisa with 20+ years in B2B demand generation.
LinkedIn
GEO, SEO and Inbound Marketing Manager
Leads GEO and SEO: answer engine audits, answer-ready content, structured data and share-of-answer tracking.
Insights
Read before you decide
How B2B marketing teams use Claude: 7 workflows that save hours every week
Seven practical Claude workflows for enterprise B2B marketing teams, from account research and campaign briefs to content QA and weekly reporting summaries.
Building a shared knowledge base for Claude: product facts, proof and brand rules
How to structure the knowledge a marketing team gives Claude: product facts, approved proof, buyer insights, brand rules and templates, and how to keep it current.
Claude for sales enablement: account briefs in minutes, not hours
How enterprise teams use Claude to produce consistent account briefs for reps: what to include, which sources to connect and how to keep briefs accurate.
FAQ
Claude implementation: common questions
Related services
What can Claude do for a B2B marketing team?
Draft consistent decks, campaign copy, landing pages and emails from approved facts, research competitors and accounts, and check output for claims, tone and brand compliance.
Does our data stay private?
Implementations use Claude business plans and connectors you control. We scope data access with your IT and legal teams before connecting anything.