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Landing page, form and demo-flow tests that produce more qualified conversations.
B2B CRO agency in New York: conversion rate optimization measured on pipeline
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in New York, 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.
New York buyers move quickly and compare several vendors in one sitting. Where we usually start in New York: pricing context on paid landing pages.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Market facts
The B2B tech market in New York, in numbers
CBRE's 2026 Scoring Tech Talent report counts 394,300 tech talent jobs in New York, making it North America's largest tech talent market by headcount for the first time.
Source: CBRE, Scoring Tech Talent 2026 press release (2026)New York Metro holds 67,949 AI-related tech jobs, second only to the San Francisco Bay Area, according to CBRE's 2026 report.
Source: CBRE, Scoring Tech Talent 2026 press release (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 New York B2B sites
New York buyers move quickly and compare several vendors in one sitting. We test clearer pricing context, proof near the call to action and shorter demo flows on the pages that carry paid traffic.
First play: pricing context on paid landing pages
Buyers comparing several vendors want to know whether you fit their budget before booking a call. We test adding pricing context, such as how pricing is structured and what drives cost, to paid landing pages, and measure whether qualified demos rise and unqualified requests fall.
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. Sectors we see most often: fintech and financial services technology, enterprise SaaS, martech and adtech, media and data companies.
New York programs run in English and are priced in USD.
How we work with teams in New York
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.
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 New York
Ask these of any agency on your shortlist, including us.
- 01
Does the agency test pricing and packaging clarity, not only button colours?
- 02
Are results measured on qualified demos, so fewer but better requests count as a win?
- 03
Can it build and change landing pages quickly without your engineering team?
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 financial technologyThree plays for financial technology companies, starting with trust content placement.Industry playbookCRO for marketing technology and analyticsThree plays for marketing technology and analytics companies, starting with message clarity tests.Industry playbookCRO for enterprise SaaSThree plays for enterprise SaaS companies, starting with pricing page tests.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 New York
Is PlanConversion a CRO agency 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. We run conversion rate optimization for B2B companies there, measured on qualified demos and pipeline. New York buyers move quickly and compare several vendors in one sitting.
Who is the best B2B CRO agency in New York?
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 test pricing and packaging clarity, not only button colours; Are results measured on qualified demos, so fewer but better requests count as a win; Can it build and change landing pages quickly without your engineering team. 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.
What does the B2B tech market in New York look like?
CBRE's 2026 Scoring Tech Talent report counts 394,300 tech talent jobs in New York, making it North America's largest tech talent market by headcount for the first time. New York Metro holds 67,949 AI-related tech jobs, second only to the San Francisco Bay Area, according to CBRE's 2026 report. New York concentrates financial services, enterprise software, martech and media companies, and many of their buyers sit in the same city.