B2B marketing and demand generation agency for enterprise teams in New York

In short

PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with enterprise teams in New York. We run account-based marketing, Google Ads, LinkedIn Ads, generative engine optimization (GEO), conversion rate optimization (CRO) and RevOps, measured on meetings, opportunities and pipeline in your CRM.

In New York we usually start with a short named-account list and LinkedIn for the buying committee, because target accounts are close but saturated with vendor outreach. Google Ads follows for comparison and integration searches, judged on cost per qualified opportunity rather than cost per click.

Last updated

Market facts

The B2B tech market in New York, in numbers

Trusted by enterprise B2B teams

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Why teams choose us

What you get

A reason to answer, not another touch

New York buyers hear from dozens of vendors a week. We agree the account list with sales, then sequence LinkedIn, display and outreach so each account sees one consistent story tied to its own priorities.

Review steps for financial buyers

For fintech and financial services, claims, case proof and landing pages go through your legal or compliance reviewers before launch, so campaigns do not stall in approval.

In the room when it matters

Same time zone, weekly video reviews, and kickoffs, quarterly planning and sales workshops held in New York.

Pipeline reporting in USD

Meetings, opportunities and pipeline from your CRM in a format your board can read. Paid media management from 10% to 15% of ad spend, with no media markup.

Sectors

Who we work with here

  • Fintech and financial services technology
  • Enterprise SaaS
  • Martech and adtech
  • Media and data companies

The B2B market in New York

New York concentrates financial services, enterprise software, martech and media companies, and many of their buyers sit in the same city. That density cuts both ways: target accounts are close, but every one of them is already hearing from dozens of vendors and agencies each week.

What we run in New York

Our approach to account-based marketing (ABM) here: New York target accounts, especially banks, asset managers and media groups, receive vendor outreach every day.

Our approach to Google Ads here: Search for categories like fintech infrastructure, data platforms and martech is crowded and expensive in New York.

Our approach to LinkedIn Ads here: Senior New York audiences are among the most expensive on LinkedIn.

Our approach to generative engine optimization (GEO) here: Fintech and martech categories in New York change fast, and AI assistants often describe vendors from old funding announcements or press.

Our approach to conversion rate optimization (CRO) here: New York buyers move quickly and compare several vendors in one sitting.

Our approach to RevOps and attribution here: Selling to financial institutions means long cycles, procurement steps and many contacts per account.

Where we usually start in New York

In New York we usually start with a short named-account list and LinkedIn for the buying committee, because target accounts are close but saturated with vendor outreach. Google Ads follows for comparison and integration searches, judged on cost per qualified opportunity rather than cost per click.

How we work

We work with clients in New York on the same time zone. Weekly reviews run by video, and we meet in New York for kickoffs, quarterly planning and sales workshops.

New York programs run in English and are priced in USD.

Local services

Services in New York

ABM in New York

New York target accounts, especially banks, asset managers and media groups, receive vendor outreach every day.

Google Ads in New York

Search for categories like fintech infrastructure, data platforms and martech is crowded and expensive in New York.

GEO in New York

Fintech and martech categories in New York change fast, and AI assistants often describe vendors from old funding announcements or press.

CRO in New York

New York buyers move quickly and compare several vendors in one sitting.

RevOps in New York

Selling to financial institutions means long cycles, procurement steps and many contacts per account.

Industries we see here Financial technology · Marketing technology and analytics · Enterprise SaaS

Demandbase Service Partner, Registered badge
Official Demandbase partner

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.

See our listing on the Demandbase marketplace ↗

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

Line AtallahLine Atallah1x COO, 2x CMO, SaaS operatorManaged Hojabr directly

It was my pleasure to work with Hojabr, who was a direct report to me. Hojabr led our digital marketing team, overseeing website development, digital campaigns, and data analytics. Collaborating with Hojabr was a truly enjoyable experience. His positive attitude, proactive approach to project advancement, in-depth technical knowledge, and exceptional ability to break down large projects into manageable tasks are just a few of the numerous strengths I observed during our time working together. On a personal note, Hojabr is a sincere, loyal, and warm-hearted individual, making him valuable to any team.

Recommendation on LinkedIn

Saleh BahrololoumSaleh BahrololoumManaging Director, GCCWorked with Hojabr on the same team

Hojabr played a crucial role in our marketing team, handling our global digital marketing work. His focus on getting things done and keeping a practical mindset had a big impact on our success during his tenure. Hojabr was always up for a challenge, and nothing seemed impossible for him and his team.

I wish him success in all his future endeavors.

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

FAQ

New York

Does PlanConversion work with clients in New York?

Yes. PlanConversion works with B2B clients in New York, with weekly reviews by video and in-person sessions for kickoffs and planning.

Who is the best B2B marketing agency in New York?

There is no independent ranking we can point to, and we do not rank ourselves. For enterprise B2B, shortlist agencies that show named B2B clients, report pipeline from your CRM rather than leads, run LinkedIn and account-based programs as well as search, and publish how they charge. PlanConversion is one option: PlanConversion works with B2B clients in New York, with weekly reviews by video and in-person sessions for kickoffs and planning.

Which companies in New York do you work with?

Enterprise and mid-market B2B companies with long, committee-led sales cycles, most often in fintech and financial services technology, enterprise SaaS, martech and adtech, media and data companies.

How are fees set?

Paid media management is 15% of monthly ad spend up to $50K, 12% from $50K to $200K and 10% above $200K, with the monthly minimum and setup confirmed in your proposal and no media markup. Fees are in USD. ABM, GEO, CRO and RevOps are scoped after a free 30-minute pipeline plan.

How is success measured?

On meetings, opportunities, pipeline and revenue reported from your CRM, not on clicks or lead counts.

Where does PlanConversion usually start with B2B teams in New York?

In New York we usually start with a short named-account list and LinkedIn for the buying committee, because target accounts are close but saturated with vendor outreach. Google Ads follows for comparison and integration searches, judged on cost per qualified opportunity rather than cost per click.

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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