The first 30 days
We review trial and demo flows, check routing by company size and start testing governance content placement and enterprise routing.
Conversion rate optimization (CRO) for AI and machine learning companies
In short
PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs conversion rate optimization (CRO) for AI and machine learning companies. AI product sites often mix self-serve trials and enterprise sales.
We test routing, pricing clarity and governance content so enterprise buyers reach sales quickly. Programs are measured on qualified demos and pipeline, not raw conversion rate.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Our point of view
What works in AI and machine learning
AI product sites often mix self-serve trials and enterprise sales. We test routing, pricing clarity and governance content so enterprise buyers reach sales quickly.
Avoid this
The most common mistake
Treating trials and enterprise buyers the same, so enterprise visitors wait in a self-serve queue.
Plays
What we run for AI and machine learning teams
Enterprise routing
Size and intent decide the path.
Governance content placement
Security and data handling near decisions.
Trial-to-sales handoff
Measured on qualified opportunities.
The first month
How we start
Leading indicator to watch
Enterprise visitors reaching sales, measured on qualified opportunities.
How the program runs
The first two weeks cover tracking checks, funnel analysis and a ranked test backlog. First tests usually go live within three weeks, and each month closes with a decision log of what won on qualified outcomes and what ships permanently. The full CRO service page lists every deliverable.
Who we reach
The buying committee
- Heads of data, AI and engineering
- CTO and CIO
- Line-of-business sponsors
- Procurement, security and legal
A category that changes monthly
Positioning goes stale fast, and buyers struggle to tell vendors apart.
Buyers research in AI assistants
Shortlists form in AI answers before any website visit.
Proof is hard to show
Outcomes depend on the customer data and use case, so evidence needs care.
Official Demandbase partner
Demandbase programsWe implement and run Demandbase for enterprise ABM
As an official Demandbase partner we operate the platform end to end, connect it to your CRM and report on pipeline, not impressions.
Proof
Results from comparable programs
Anonymized / Enterprise software42% more qualified pipeline in six months for an enterprise software company42%lift in qualified pipeline within 6 months$40M+pipeline influenced by the engagement3xSQL volume from paid channelsRead the case study →KNIME / Data analytics softwareKNIME case study: 51% lower cost per lead with paid media accountable to pipeline51%lower cost per lead, with lead volume holding steady9 in 10leads meeting the client quality standard, verified in the CRM77%of qualified search leads from purpose-built landing pagesRead the case study →Worked example / Enterprise B2B technologyFrom paid spend to revenue: $600K of media, $7.2M of attributed pipeline12:1pipeline-to-spend$7.2Mmarketing-sourced pipeline attributed through to the CRM$1.9Mclosed-won revenue in period, fully attributedRead the case study →
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.
Recommendations
What senior leaders say about our founder, Hojabr Sattari
Recommendations for our founder, written by executives, peers and team members on LinkedIn. Read all 14 recommendations
Babak VarjavandiCEOManaged Hojabr directlyI am delighted to recommend Hojabr, who I worked with when he was our Sr. Manager of Marketing. Because of him we had a remarkable increase in our web presence, thanks to his expertise in digital marketing. As the CEO, I’ve closely observed Hojabr’s positive impact on our team. He encourages creativity and innovation, making him not only a great leader but also a catalyst for our success.
Amanda MillerGlobal Revenue Marketing Executive and Growth StrategistManaged Hojabr directlyWorking with Hojabr has been nothing short of inspiring. As Director of Digital Strategy & Experience, he has revolutionized our digital presence, transforming our website into a customer-centric, high-performing platform that delivers measurable business impact. Hojabr’s no-nonsense approach, combined with his relentless drive to achieve results, sets him apart as a true leader who gets things done, fast and effectively. His ability to tackle complex challenges, like integrating SEO in-house and resolving large-scale technical issues, reflects his strategic mindset and unwavering commitment to excellence.
What truly makes Hojabr exceptional is his leadership. He has not only elevated his own team, unlocking potential and delivering performance I’ve never seen before, but has also mentored across the marketing organization, raising the bar for everyone he works with. His sharp focus on delivering value, both from internal teams and external agencies, ensures that every dollar spent drives meaningful outcomes. Hojabr’s cross-functional collaboration and experimental, data-driven approach are driving results that impact the entire company, and his work is a cornerstone of our digital and revenue success.
If you’re looking for someone who combines vision, execution, and the ability to lead others to greatness, Hojabr is the person you want on your team. I’m proud to work alongside him and excited to see the incredible impact he will continue to make.
Recommendations written on LinkedIn about our founder, Hojabr Sattari, mostly from his previous in-house leadership roles. Lightly edited for punctuation and to remove company names. Titles are each person’s current LinkedIn headline. They describe Hojabr’s work, not specific PlanConversion client engagements. View on LinkedIn
Keep exploring
Related pages
ServiceThe full CRO serviceScope, deliverables, pricing and how the program runs.IndustryOverview: AI and machine learningBuyers, channels and compliance notes for this industry.BenchmarkLanding page conversion benchmarksSourced 2026 figures and what we would do about them.By cityCRO in San FranciscoB2B CRO agency in San Francisco: landing page, form and demo-flow tests measured on qualified demos and pipeline in your CRM, not raw conversion rate.By cityCRO in SeattleB2B CRO agency in Seattle: landing page, form and demo-flow tests measured on qualified demos and pipeline in your CRM, not raw conversion rate.By cityCRO in MontrealB2B CRO agency in Montreal: landing page, form and demo-flow tests measured on qualified demos and pipeline in your CRM, not raw conversion rate.Same industryABM for AI and machine learningABM for AI and machine learning companies: AI initiative signals and technical and business sponsors, the mistake to avoid and how results are measured.Same industryGoogle Ads for AI and machine learningGoogle Ads for AI and machine learning companies: enterprise use case terms and learning and free exclusions, the mistake to avoid and how results are measured.Same industryLinkedIn Ads for AI and machine learningLinkedIn Ads for AI and machine learning companies: AI leadership targeting and concrete use cases, measured on engaged accounts, meetings and pipeline.
Other industries industrial technology and manufacturing · data and analytics software · enterprise SaaS · financial technology · healthcare technology · logistics and distribution · educational technology · cybersecurity · marketing technology and analytics
FAQ
CRO for AI and machine learning
What does CRO for AI and machine learning companies involve?
AI product sites often mix self-serve trials and enterprise sales. We test routing, pricing clarity and governance content so enterprise buyers reach sales quickly. The core plays are enterprise routing, governance content placement, trial-to-sales handoff.
Who do you reach with CRO in AI and machine learning?
The roles that shape the decision: heads of data, AI and engineering, CTO and CIO, line-of-business sponsors, procurement, security and legal.
What is the most common CRO mistake in AI and machine learning?
Treating trials and enterprise buyers the same, so enterprise visitors wait in a self-serve queue.
How is CRO for AI and machine learning measured?
On qualified demos and pipeline, not raw conversion rate, reported from your CRM. The leading indicator we watch first: enterprise visitors reaching sales, measured on qualified opportunities.
How much does CRO for AI and machine learning companies cost?
At PlanConversion, CRO programs are scoped to your accounts, goals and budget after a free 30-minute pipeline plan, and confirmed in your proposal. When a program includes paid media, management is 15% of monthly ad spend up to $50K, 12% from $50K to $200K and 10% above $200K, with no media markup.