Pipeline plan
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CRM, attribution, routing and dashboards your sales and finance teams trust.
RevOps and attribution for Ottawa B2B technology companies
In short
PlanConversion fixes RevOps and B2B attribution for Ottawa technology companies, so marketing can show leadership, the board and investors which programs created pipeline and revenue. We connect forms, ad platforms and HubSpot or Salesforce, clean lifecycle stages and UTMs, send offline conversions back to Google and LinkedIn, and build reporting that sales and finance trust. We work from Montreal, about two hours away, alongside your marketing ops team.
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Trusted by enterprise and growth teams
Why teams choose us
What you get
Board-ready reporting
Venture-backed and publicly listed Ottawa companies need pipeline numbers that hold up in board and investor meetings. Reporting is built from the CRM, not ad platforms.
HubSpot and Salesforce
We work in HubSpot and Salesforce, with GA4, GTM, LinkedIn, Google Ads, Demandbase and 6sense integrations.
Works with your team
We work alongside marketing ops, document every rule and hand off so your team can run it.
Fast data foundation
The 90-day plan fixes the data foundation in month one, builds the system in month two and runs reporting in month three.
In practice
Why attribution breaks in Ottawa technology companies
Long, committee-led deals with telecom, defence or government buyers touch many people over many months. When forms, ad platforms and the CRM are not connected, the pipeline report credits the last form fill, and the programs that started the deal look worthless.
Acquisitions and system migrations, common in Ottawa’s technology sector, add duplicate accounts, inconsistent lifecycle stages and UTMs nobody governs. Leadership stops trusting the numbers, and budget decisions go back to opinion.
What we fix
We align lifecycle stages with sales, govern UTMs and forms, link contacts and opportunities to accounts, and send offline conversions back to Google and LinkedIn so the ad platforms learn from real outcomes. Then we build multi-touch reporting on meetings, opportunities and pipeline by campaign and account.
Clean data also makes every other program work better: bidding on value in Google Ads, account alerts in ABM and test readouts in conversion rate optimization in Ottawa. See the full RevOps and attribution service for deliverables.
Reporting in your language
Dashboards and documentation can be delivered in English or French for teams that work across Ottawa and Gatineau.
The full service
RevOps and marketing operations
ABM in Ottawa
ABM for Ottawa B2B technology companies: target accounts agreed with sales, buying-group campaigns, Demandbase and 6sense, and pipeline reporting from your CRM.
Google Ads in Ottawa
B2B Google Ads for Ottawa technology companies: high-intent search, in-market audiences, HubSpot and Salesforce integration, and bidding on qualified pipeline.
LinkedIn Ads in Ottawa
LinkedIn Ads for Ottawa B2B technology companies: account lists, job function and seniority targeting, native ABM, lead gen forms and pipeline from your CRM.
GEO in Ottawa
Generative engine optimization for Ottawa B2B technology companies: be described and cited accurately by ChatGPT, Gemini, Perplexity and Google AI Overviews.
CRO in Ottawa
B2B conversion rate optimization for Ottawa technology companies: A/B tests and personalization on pages, forms and demo flows, measured on qualified meetings.
FAQ
RevOps in Ottawa
Is PlanConversion a RevOps agency in Ottawa?
PlanConversion runs RevOps and B2B attribution for Ottawa companies from our Montreal office, about two hours away. We work with Ottawa teams by video every week and meet in person for kickoffs and workshops.
Which CRMs do you work with?
HubSpot and Salesforce, plus GA4, GTM, LinkedIn, Google Ads, Demandbase and 6sense integrations.
Do you replace our marketing ops team?
No. We work alongside them, document every rule and hand off so your team can run it.
What does B2B attribution need to work?
Consistent lifecycle stages, governed UTMs and forms, offline conversions sent back to the ad platforms, and a CRM that links contacts and opportunities to accounts.
How is RevOps priced?
RevOps and attribution programs are scoped to your systems and data after a free 30-minute pipeline plan. Focused programs start with a 6-month initial term, then run monthly; integrated programs run on a 12-month statement of work with a 90-day exit after month 6.
