Request a callAudit, market research and competitive strategy
Know your market better than your competitors do, then plan around it
Add senior expertise to your team without hiring a department
In short
For marketing managers who run many channels with a small team, PlanConversion works like in-house resources: an audit and competitor analysis to set priorities, specialists for paid media, ABM, web, operations and AI search, and reporting you can take straight to leadership.
Last updated
What you are dealing with
The pressures we hear from this role
One person, too many channels
Paid, web, email, events and reporting all land on a small team.
Hard to know what to prioritize
Everything looks urgent and there is no clear view of where effort pays off.
Leadership wants proof
You need reporting that connects work to pipeline and revenue, not activity.
Vendor overload
Several partners, several reports and nobody owning the whole path.
How we help
A senior team that works as part of yours
Audit and prioritization
A ranked list of gaps and a 90-day plan so the team works on what matters first.
Specialists on demand
Paid media, ABM, web, operations and AI search from one senior team.
Part of your team
We work with you like in-house resources, in your tools and on your cadence.
Reporting for leadership
Weekly and monthly reporting designed to be shown to management.
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
- Pipeline and revenue from marketing
- Cost per opportunity
- Hours returned to the team
- Progress against the 90-day plan
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
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
Services for this role
The programs we run for you
Paid media
Paid media managed against pipeline and revenue
RevOps and marketing operations
Fix the data behind your revenue reporting
Conversion rate optimization
Turn more of your traffic into qualified conversations
FAQ
Questions from this role
Do you replace our team?
No. We extend it and add the expertise that is missing.
Where should we start?
With the audit and competitor analysis, so priorities are agreed before work begins.
Which tools do you use?
The ones your team already runs, from your CRM and ad accounts to analytics and collaboration tools.
