GEO agency in New York: generative engine optimization for B2B

In short

PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in New York, and it runs generative engine optimization (GEO) for B2B companies there. We test how ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews answer the questions your buyers ask, find where you are missing or misdescribed, and fix the pages, entity data and third-party sources those answers draw on.

Fintech and martech categories in New York change fast, and AI assistants often describe vendors from old funding announcements or press. Where we usually start in New York: correct the record.

Last updated

Trusted by enterprise B2B teams

ABB logoKNIME logoNakisa logoFounder’s in-house leadership as Director of Revenue GrowthCoveo logoAssent logo
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Market facts

The B2B tech market in New York, in numbers

Why teams choose us

What you get

Buyer prompts, not vanity prompts

We test the shortlist and comparison questions your buyers actually ask, by category, use case and market.

Source pages AI can cite

Answer-first pages, comparison and pricing clarity, structured data and consistent facts across your site.

Off-site authority

Directory profiles, partner listings and expert mentions on the third-party sources AI answers cite most.

Measured on visibility and pipeline

Share of AI answers, citations and the sessions and opportunities that come from AI referrals.

In practice

GEO for New York fintech and martech

Fintech and martech categories in New York change fast, and AI assistants often describe vendors from old funding announcements or press. We test the shortlist prompts your buyers use and correct the facts and sources that shape the answer.

First play: correct the record

We list the facts assistants repeat about you, such as funding stage, product scope, customers and pricing model, and compare them with the truth. Outdated facts from old press coverage are corrected at the source: your own pages, your profiles and the publications that assistants cite.

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.

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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
Choosing an agency

Questions to ask before hiring for GEO in New York

Ask these of any agency on your shortlist, including us.

  1. 01

    Does the agency audit what assistants say about you today, fact by fact?

  2. 02

    Can it name the third-party sources behind wrong or outdated answers?

  3. 03

    How will it measure share of answers against your main competitors over time?

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

Also in this market

More services in New York

See the full service

Get cited and recommended accurately by ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews.

Overview: New York

B2B marketing agency in New York: ABM, Google Ads, LinkedIn Ads, GEO, CRO and RevOps for enterprise teams, measured on qualified pipeline in your CRM.

ABM in New York

ABM in a market where every account is saturated: New York target accounts, especially banks, asset managers and media groups, receive vendor outreach every day.

Google Ads in New York

Google Ads for New York B2B companies: Search for categories like fintech infrastructure, data platforms and martech is crowded and expensive in New York.

LinkedIn Ads in New York

LinkedIn Ads for New York buying committees: Senior New York audiences are among the most expensive on LinkedIn.

CRO in New York

CRO for New York B2B sites: New York buyers move quickly and compare several vendors in one sitting.

RevOps in New York

RevOps for New York financial services sellers: Selling to financial institutions means long cycles, procurement steps and many contacts per account.

Other markets GEO in Ottawa · GEO in Montreal · GEO in Toronto · GEO in the United States · GEO in Boston · GEO in Chicago · GEO in San Francisco · GEO in Austin · GEO in Seattle · GEO in Dubai · GEO in the UAE · GEO in Saudi Arabia

FAQ

GEO in New York

Is PlanConversion a GEO 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 generative engine optimization for B2B companies there. Fintech and martech categories in New York change fast, and AI assistants often describe vendors from old funding announcements or press.

Who is the best GEO agency in New York?

There is no independent ranking we can point to, and we do not rank ourselves. The best GEO agency for your team is one that can answer yes to these checks: does the agency audit what assistants say about you today, fact by fact; Can it name the third-party sources behind wrong or outdated answers; How will it measure share of answers against your main competitors over time. 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.

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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