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.
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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Trusted by enterprise B2B teams
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.
Ignoring community and open-source content. Assistants often build tool recommendations from forums, documentation and comparison posts rather than vendor homepages.
Clear pages for the use cases buyers ask about.
Facts and capabilities stated plainly for AI to cite.
Forums, repositories and listings that feed AI answers.
We run workflow and comparison prompts, record the community, documentation and review sources cited, and plan updates to your documentation and third-party profiles.
Share of answers for workflow and comparison prompts, and citations of your documentation.
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.
Practitioners adopt the product, but budget sits with data leaders and IT.
Product and community data rarely reach the CRM at account level.
Data teams ask AI assistants for tool comparisons before visiting vendor sites.

As an official Demandbase partner we operate the platform end to end, connect it to your CRM and report on pipeline, not impressions.
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 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
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
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.
The roles that shape the decision: data scientists and analysts, heads of data and analytics, IT and platform owners, business sponsors.
Ignoring community and open-source content. Assistants often build tool recommendations from forums, documentation and comparison posts rather than vendor homepages.
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.
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.
Two short steps. A senior strategist reads every request and replies within one business day with a practical scope, priorities and next step.
Trusted by enterprise B2B teams