Request a callAudit, market research and competitive strategy
Know your market better than your competitors do, then plan around it
Find your market, then win it with a lean plan
In short
For startup founders, PlanConversion maps your market and competitors, tests positioning, and runs lean paid, search and website programs with clear stop rules. We tie every test to qualified conversations and pipeline, and give you reporting you can use with your team and investors. You get senior experience without building a department.
Last updated
What you are dealing with
The pressures we hear from this role
Limited budget and runway
Every dollar has to teach you something or produce a lead, and there is no room for a six-month experiment.
Messaging that is not proven
You are still learning what buyers respond to, and funded competitors are louder.
No time to manage an agency
Founders already carry product, hiring and sales. Marketing needs a partner that brings its own direction.
Reporting that investors question
Vanity metrics do not help. You need cost per qualified conversation, pipeline created and learning you can show.
How we help
A senior team that works as part of yours
Market and competitor research
Size the opportunity, find the gaps competitors leave open and test positioning before you scale spend.
Lean tests with stop rules
Small, measured experiments in search, paid and landing pages, stopped or scaled on the data.
Tracking from day one
Forms, CRM and analytics connected so every lead and every dollar can be traced.
Reporting for the board
A weekly working view and a monthly readout built to explain traction and next steps.
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
- Cost per qualified conversation
- Meetings and pipeline created
- Payback on marketing spend
- Tests run and lessons learned
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
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
Services for this role
The programs we run for you
Paid media
Paid media managed against pipeline and revenue
Conversion rate optimization
Turn more of your traffic into qualified conversations
Generative engine optimization
Get AI assistants to understand, cite and recommend you
FAQ
Questions from this role
Do you work with early-stage startups?
Yes. The usual start is the audit, market research and competitor analysis, which gives you a plan sized to your budget before any larger commitment.
How do you handle a small budget?
We scope to the budget, test narrowly, stop what does not work and move spend to what does.
Can you help with investor updates?
Yes. Reporting is built so you can show progress to management and investors with numbers from your CRM.
