Request a callA 90-day model built for long sales cycles
Every PlanConversion engagement follows the same model: a two-week audit, a two-week experiment roadmap, launch in month two and scaling from month three. Programs run on two-week test cycles with a weekly review, and results are reported from your CRM as meetings, opportunities and pipeline.
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From audit to scale
Days 1 to 14
Audit the demand engine
Map funnel, channels, MarTech stack and attribution. Interview sales. Find where pipeline leaks.
Days 15 to 28
Design the experiment roadmap
Prioritized tests with hypotheses, owners and kill or scale criteria agreed with sales.
Month 2
Launch and run
Campaigns live with tracking checked end to end. Weekly reporting. First opportunities typically within 60 to 90 days.
Month 3 on
Scale what wins
Move budget to programs that create pipeline, cut the rest and plan the next quarter from CRM data.
One report, every week
You see pipeline created, cost per meeting, account movement by tier and a clear scale, hold or cut decision for every program. No vanity metrics, and no waiting for the quarterly review.
The operating rhythm
Weekly review
What moved, what we changed, what we test next. 30 minutes with your team.
Two-week test cycles
Hypothesis to first read in about two weeks, so learning compounds.
Monthly executive readout
Pipeline, cost per opportunity, account movement and budget recommendations.
Quarterly plan
Reset priorities with sales leadership based on what the CRM shows.
Working with us
What do you need from us to start?
Admin or analyst access to ad platforms, analytics and the CRM, a sales leader for the kickoff and account review, and a marketing owner for weekly decisions.
Do you work with our existing agencies?
Yes. We often take one program, such as ABM or RevOps, and coordinate with incumbent creative, PR or media agencies through shared reporting.
Who owns the ad accounts and data?
You do. We work in your accounts and your CRM, and everything we build stays with you.
Is there a long contract?
No. Engagements are month to month after any initial pilot minimum, with discounts for prepaying 3 or 6 months.
