The first 30 days
We audit source tracking and stages, fix gaps, connect product usage to the CRM and build channel pipeline and payback reporting.
PlanConversion, a Montreal-based B2B demand and revenue generation agency, runs RevOps and marketing attribution for martech companies. Martech buyers expect their vendor's own attribution to be clean.
We set up source tracking, stages and reporting so your pipeline numbers stand up to scrutiny from marketing-savvy buyers and investors. Programs are measured on pipeline and revenue reporting leadership and finance accept.
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Trusted by enterprise B2B teams
Martech buyers expect their vendor's own attribution to be clean. We set up source tracking, stages and reporting so your pipeline numbers stand up to scrutiny from marketing-savvy buyers and investors.
Reporting attribution that marketing-savvy buyers and investors can pick apart, which undermines trust in the product.
Clean data from first touch to deal.
Pipeline and payback by channel.
Usage signals in the CRM.
We audit source tracking and stages, fix gaps, connect product usage to the CRM and build channel pipeline and payback reporting.
Pipeline and payback by channel, from clean CRM data.
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.
Marketers spot generic outreach and weak claims right away.
Tool overlap and constant launches make differentiation hard.
Buyers want evidence, integrations and references before they trust a tool.

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 · data and analytics software · enterprise SaaS · financial technology · healthcare technology · logistics and distribution · educational technology · cybersecurity · AI and machine learning
Martech buyers expect their vendor's own attribution to be clean. We set up source tracking, stages and reporting so your pipeline numbers stand up to scrutiny from marketing-savvy buyers and investors. The core plays are source and stage hygiene, channel reporting, product and marketing data.
The roles that shape the decision: CMO and marketing leaders, marketing operations and analytics, revenue operations, procurement and finance.
Reporting attribution that marketing-savvy buyers and investors can pick apart, which undermines trust in the product.
On pipeline and revenue reporting leadership and finance accept, reported from your CRM. The leading indicator we watch first: pipeline and payback by channel, from clean CRM data.
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.
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