Generative engine optimization (GEO) for data and analytics software companies

In short

PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs generative engine optimization (GEO) for data and analytics software companies. Practitioners ask AI assistants which tools to use for a workflow and how they compare.

Open-source and community content often shapes those answers more than your own site. Programs are measured on share of AI answers, citations and AI-referred pipeline. Client work in this industry includes KNIME.

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Our point of view

What works in data and analytics software

Practitioners ask AI assistants which tools to use for a workflow and how they compare. Open-source and community content often shapes those answers more than your own site. GEO here covers documentation, comparison pages and community sources together.

Avoid this

The most common mistake

Ignoring community and open-source content. Assistants often build tool recommendations from forums, documentation and comparison posts rather than vendor homepages.

Plays

What we run for data and analytics software teams

Workflow answer pages

Clear pages for the use cases buyers ask about.

Documentation clarity

Facts and capabilities stated plainly for AI to cite.

Community source review

Forums, repositories and listings that feed AI answers.

The first month

How we start

Days 1 to 30

The first 30 days

We run workflow and comparison prompts, record the community, documentation and review sources cited, and plan updates to your documentation and third-party profiles.

Signal

Leading indicator to watch

Share of answers for workflow and comparison prompts, and citations of your documentation.

Operations

How the program runs

A GEO program starts with a fixed prompt set and a baseline across ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews, then fixes pages, entity data and third-party sources in order of buyer importance. The prompt set is re-run monthly to track change. The full GEO service page lists every deliverable. For proof in this industry, see the KNIME case study.

Who we reach

The buying committee

  • Data scientists and analysts
  • Heads of data and analytics
  • IT and platform owners
  • Business sponsors

Users are not buyers

Practitioners adopt the product, but budget sits with data leaders and IT.

Usage signals are disconnected

Product and community data rarely reach the CRM at account level.

AI shortlists decide early

Data teams ask AI assistants for tool comparisons before visiting vendor sites.

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We implement and run Demandbase for enterprise ABM

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Demandbase programs
PlanConversion went beyond flagging a misfiring tracking tag. They brought the fix and a forward-looking testing plan to keep our tracking reliable.
Gareth McWilliams, KNIMEConversion tracking
Pipeline quality and win rates improved within a quarter. We finally had one connected demand engine with shared metrics.
VP Demand GenerationEnterprise B2B SaaS company
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 VarjavandiBabak VarjavandiCEOManaged Hojabr directly

I 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.

Recommendation on LinkedIn

Amanda MillerAmanda MillerGlobal Revenue Marketing Executive and Growth StrategistManaged Hojabr directly

Working 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.

Recommendation on LinkedIn

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

Other industries industrial technology and manufacturing · enterprise SaaS · financial technology · healthcare technology · logistics and distribution · educational technology · cybersecurity · AI and machine learning · marketing technology and analytics

FAQ

GEO for data and analytics software

What does GEO for data and analytics software companies involve?

Practitioners ask AI assistants which tools to use for a workflow and how they compare. Open-source and community content often shapes those answers more than your own site. The core plays are workflow answer pages, documentation clarity, community source review.

Who do you reach with GEO in data and analytics software?

The roles that shape the decision: data scientists and analysts, heads of data and analytics, IT and platform owners, business sponsors.

What is the most common GEO mistake in data and analytics software?

Ignoring community and open-source content. Assistants often build tool recommendations from forums, documentation and comparison posts rather than vendor homepages.

How is GEO for data and analytics software measured?

On share of AI answers, citations and AI-referred pipeline, reported from your CRM. The leading indicator we watch first: share of answers for workflow and comparison prompts, and citations of your documentation.

How much does GEO for data and analytics software companies cost?

At PlanConversion, GEO 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.

Free 30-minute pipeline plan

Tell us what needs to change.

Two short steps. A senior strategist reads every request and replies within one business day with a practical scope, priorities and next step.

  • Founder-led first call, no junior handoff
  • Your top three fixes, whether or not we work together
  • NDA on request, transparent paid media fees
$120M+pipeline influenced
18,000+qualified leads
92%clients expand scope
Hojabr Sattari
Hojabr SattariFounder and Director of Revenue Growth Strategy. Reads every request.

Trusted by enterprise B2B teams

ABB logoKNIME logoNakisa logoFounder’s in-house leadership as Director of Revenue GrowthCoveo logoAssent logo
ABB logoKNIME logoNakisa logoCoveo logoAssent logo
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