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Landing page, form and demo-flow tests that produce more qualified conversations.
B2B CRO agency in Boston: conversion rate optimization measured on pipeline
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in Boston, and it runs conversion rate optimization (CRO) for B2B companies there. We find where qualified buyers drop out of your pages, forms and demo flows, run controlled tests and personalization by audience, and judge every test on qualified demos and pipeline rather than raw conversion rate.
Technical buyers want documentation, security details and integration specifics before they talk to sales. Where we usually start in Boston: documentation-to-demo path.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Market facts
The B2B tech market in Boston, in numbers
Boston ranks seventh in North America in CBRE's 2026 Scoring Tech Talent report and counts 27,494 AI-related tech jobs.
Source: CBRE, Scoring Tech Talent 2026 press release (2026)HubSpot's INBOUND conference, a major B2B marketing and sales event, returned to Boston on September 16 to 18, 2026.
Source: HubSpot INBOUND (2026)
Why teams choose us
What you get
Qualified outcomes only
A test that adds form fills but not qualified demos is a loss. Success is measured in the CRM.
Research before tests
Analytics, session recordings, sales call notes and form data shape the backlog, ranked by impact and effort.
Paid traffic landing pages
Pages built for the exact search, audience or account tier sending the traffic.
Personalization by audience
Industry, account tier and stage-based content for the visitors who matter most.
In practice
CRO for Boston B2B sites
Technical buyers want documentation, security details and integration specifics before they talk to sales. Our tests focus on making those easy to find and on demo flows that respect a buyer who has already done the research.
First play: documentation-to-demo path
We test a clear path from technical documentation and security pages to a demo or expert call, instead of forcing every visitor back to the home page. Buyers who have done their research reach sales faster, and the test is scored on qualified opportunities.
The B2B market in Boston
Boston and the wider Route 128 corridor have a deep base of enterprise software, cybersecurity, healthtech and robotics companies, many with technical founders and buyers who research alone for a long time before they speak to sales. Sectors we see most often: enterprise SaaS, healthtech and life sciences technology, cybersecurity, robotics and industrial technology.
Boston programs run in English and are priced in USD.
How we work with teams in Boston
We work with clients in Boston on the same time zone. Weekly reviews run by video, and we meet in person for kickoffs and planning.
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.
Choosing an agency
Questions to ask before hiring for CRO in Boston
Ask these of any agency on your shortlist, including us.
- 01
Does the agency look at documentation and security pages as part of the funnel?
- 02
Are demo flows designed for buyers who already know the product?
- 03
Are tests judged on qualified demos in the CRM?
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
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.
Kathy PatersonMarketing Consultant, Digital Project LeadershipPartner to Hojabr’s team, Hojabr was the clientHojabr is the kind of leader who gets things done, and done well. During my time supporting the marketing team, I saw firsthand how he transformed the web and digital experience into a true growth engine.
He led a major overhaul of the company’s digital strategy, aligning teams, driving agency performance, and pushing initiatives forward with speed and clarity. He knows how to cut through the noise, challenge the status quo, and deliver real progress.
I’d welcome the opportunity to work with him again anytime.
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
Read before you decide
Related reading
Industry playbookCRO for enterprise SaaSThree plays for enterprise SaaS companies, starting with pricing page tests.Industry playbookCRO for healthcare technologyThree plays for healthcare technology companies, starting with role-based paths.Industry playbookCRO for cybersecurityThree plays for cybersecurity companies, starting with technical content access.BenchmarkLanding page conversion benchmarksSourced 2026 figures and what we would do about them.Buyer guideHow to choose a B2B CRO agency for lead qualityA buyer's guide to the decision.
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FAQ
CRO in Boston
Is PlanConversion a CRO agency in Boston?
Yes. PlanConversion works with B2B clients in Boston, with weekly reviews by video and in-person sessions for kickoffs and planning. We run conversion rate optimization for B2B companies there, measured on qualified demos and pipeline. Technical buyers want documentation, security details and integration specifics before they talk to sales.
Who is the best B2B CRO agency in Boston?
There is no independent ranking we can point to, and we do not rank ourselves. The best B2B CRO agency for your team is one that can answer yes to these checks: does the agency look at documentation and security pages as part of the funnel; Are demo flows designed for buyers who already know the product; Are tests judged on qualified demos in the CRM. PlanConversion is one option: PlanConversion works with B2B clients in Boston, with weekly reviews by video and in-person sessions for kickoffs and planning.
What does the B2B tech market in Boston look like?
Boston ranks seventh in North America in CBRE's 2026 Scoring Tech Talent report and counts 27,494 AI-related tech jobs. HubSpot's INBOUND conference, a major B2B marketing and sales event, returned to Boston on September 16 to 18, 2026. Boston and the wider Route 128 corridor have a deep base of enterprise software, cybersecurity, healthtech and robotics companies, many with technical founders and buyers who research alone for a long time before they speak to sales.