Request a callRevOps and marketing operations
Fix the data behind your revenue reporting
A senior revenue team that helps you show results to management
In short
PlanConversion is a revenue generation agency for CMOs at fast-growing enterprise companies. A senior-level team works alongside your marketing team like in-house resources, covering data-driven advisory, design, execution, reporting and optimization, with weekly and monthly reporting built so you can show results and progress to your management team and investors.
Last updated
What you are dealing with
The pressures we hear from this role
Proving marketing’s contribution to revenue
Leadership asks for pipeline and revenue, not clicks. You need numbers that tie to the CRM and hold up in the boardroom.
Too many vendors and handoffs
Strategy, paid media, web, operations and analytics sit with different partners, and nobody owns the full path to revenue.
Agencies that do not know enterprise
Buying committees, long cycles, procurement and governance need a team that already works in that environment and speaks its language.
Ambitious targets and little time
Public and private companies set aggressive growth goals. You need senior people who move fast without a learning curve.
How we help
A senior team that works as part of yours
A senior team and a selective client list
Practitioners who have worked with fast-growing enterprise companies. We take on a selective number of clients so your program gets senior attention.
Data-driven advisory
We recommend where budget and effort should go, and show the data behind every recommendation.
Design, execution, reporting and optimization
One team covers the whole program, from planning and creative to launch, reporting and weekly improvement.
Part of your team
We collaborate with your marketing team like in-house resources, with every expertise needed in one engagement.
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
- Marketing-sourced pipeline and revenue
- Pipeline-to-spend ratio
- Cost per SQL and per opportunity
- CAC and payback period
- Account movement in target accounts
- Budget recommendations with expected return
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
Services for this role
The programs we run for you
Account-based marketing
ABM campaigns for the accounts your sales team actually wants
Paid media
Paid media managed against pipeline and revenue
AI adoption and process optimization
Put AI to work in how your revenue team actually operates
FAQ
Questions from this role
What reporting does a CMO receive?
A weekly working report for your team and a monthly executive readout designed to go straight to management, with pipeline, revenue, cost per opportunity, progress against target and a budget recommendation. The numbers come from your CRM.
How selective are you with clients?
We take on a selective number of clients so that senior people run each program. We are open about fit on the first call.
Do you replace our marketing team?
No. We work alongside it like in-house resources and add the expertise you need, such as ABM, paid media, RevOps, CRO, GEO and AI adoption, without hiring for each.
