RevOps and marketing attribution for healthtech companies

In short

PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs RevOps and marketing attribution for healthtech companies. Long healthcare cycles with pilots and multi-site rollouts break simple funnel reporting.

We define pilot, contract and rollout stages so pipeline and expansion are reported accurately. Programs are measured on pipeline and revenue reporting leadership and finance accept.

Last updated

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
Our point of view

What works in healthcare technology

Long healthcare cycles with pilots and multi-site rollouts break simple funnel reporting. We define pilot, contract and rollout stages so pipeline and expansion are reported accurately.

Avoid this

The most common mistake

Reporting a pilot as a closed deal, so multi-site rollouts and expansion revenue are invisible in pipeline reports.

Plays

What we run for healthcare technology teams

Pilot and rollout stages

Tracked separately from new deals.

Multi-site account structure

Parent and site relationships in the CRM.

Cycle-aware reporting

Pipeline aged and forecast realistically.

The first month

How we start

Days 1 to 30

The first 30 days

We define pilot, contract and rollout stages with sales and finance, add site and expansion fields, and rebuild pipeline reporting to show each stage.

Signal

Leading indicator to watch

Pilots converting to contracts and multi-site rollouts.

Operations

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

  • Clinical and operational leaders
  • CIO and IT
  • Privacy, compliance and security
  • Procurement and finance

Long, committee-led cycles

Clinical champions need IT, privacy and finance to agree before anything is signed.

Privacy and security scrutiny

Buyers expect clear answers on data handling before they take a meeting.

Slow budget cycles

Timing follows fiscal calendars, so programs must hold attention across quarters.

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We 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.

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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

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FAQ

RevOps for healthcare technology

What does RevOps for healthtech companies involve?

Long healthcare cycles with pilots and multi-site rollouts break simple funnel reporting. We define pilot, contract and rollout stages so pipeline and expansion are reported accurately. The core plays are pilot and rollout stages, multi-site account structure, cycle-aware reporting.

Who do you reach with RevOps in healthtech?

The roles that shape the decision: clinical and operational leaders, CIO and IT, privacy, compliance and security, procurement and finance.

What is the most common RevOps mistake in healthtech?

Reporting a pilot as a closed deal, so multi-site rollouts and expansion revenue are invisible in pipeline reports.

How is RevOps for healthtech measured?

On pipeline and revenue reporting leadership and finance accept, reported from your CRM. The leading indicator we watch first: pilots converting to contracts and multi-site rollouts.

How much does RevOps for healthtech 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.

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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