The first 30 days
We define pilot, production and expansion stages, connect usage signals to accounts and build board metrics on conversion and payback.
RevOps and marketing attribution for AI and machine learning companies
In short
PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs RevOps and marketing attribution for AI and machine learning companies. Usage-based and pilot-heavy AI deals need clear stages for pilots, production and expansion.
We set those up in the CRM so pipeline and revenue reporting reflect how AI is actually bought. Programs are measured on pipeline and revenue reporting leadership and finance accept.
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
Usage-based and pilot-heavy AI deals need clear stages for pilots, production and expansion. We set those up in the CRM so pipeline and revenue reporting reflect how AI is actually bought.
Avoid this
The most common mistake
Reporting pilots as revenue and losing sight of which pilots reach production.
Plays
What we run for AI and machine learning teams
Pilot to production stages
Tracked separately.
Usage and expansion signals
Connected to the CRM.
Board metrics
Pipeline, conversion and payback.
The first month
How we start
Leading indicator to watch
Pilots reaching production, and expansion pipeline.
How the program runs
An engagement starts with an audit of the CRM, forms, tracking and reports, then stage definitions agreed with sales and finance. Fixes are made in your own systems, documented and handed to your team. The full RevOps 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
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FAQ
RevOps for AI and machine learning
What does RevOps for AI and machine learning companies involve?
Usage-based and pilot-heavy AI deals need clear stages for pilots, production and expansion. We set those up in the CRM so pipeline and revenue reporting reflect how AI is actually bought. The core plays are pilot to production stages, usage and expansion signals, board metrics.
Who do you reach with RevOps 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 RevOps mistake in AI and machine learning?
Reporting pilots as revenue and losing sight of which pilots reach production.
How is RevOps for AI and machine learning measured?
On pipeline and revenue reporting leadership and finance accept, reported from your CRM. The leading indicator we watch first: pilots reaching production, and expansion pipeline.
How much does RevOps for AI and machine learning companies cost?
At PlanConversion, RevOps 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.