ABM in San Francisco
Bay Area companies often expand from product-led adoption into enterprise deals.
B2B marketing and demand generation agency for enterprise teams in San Francisco
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with enterprise teams in San Francisco. 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 San Francisco we usually start with generative engine optimization and comparison search, because categories form quickly and buyers ask AI assistants for shortlists. For product-led companies, ABM and LinkedIn then turn existing users inside large accounts into enterprise buying groups.
Last updated
Market facts
The B2B tech market in San Francisco, in numbers
The San Francisco Bay Area ranks first in CBRE's 2026 Scoring Tech Talent report and leads North America with 98,699 AI-related tech jobs.
Source: CBRE, Scoring Tech Talent 2026 press release (Bay Area) (2026)Salesforce's Dreamforce, one of the largest annual B2B software conferences, is scheduled in San Francisco for September 21 to 23, 2027.
Source: Salesforce Dreamforce (2027)
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Why teams choose us
What you get
Ready for AI-assisted shortlists
Bay Area buyers increasingly ask ChatGPT, Perplexity, Gemini and Claude for vendor shortlists. We test those questions, fix how your company is described and track share of answer by engine.
Efficient against bigger budgets
Well-funded competitors overbid on generic terms. We put search and LinkedIn spend on named accounts, high-intent queries and roles where a smaller budget still wins pipeline.
Positioning that keeps up with the category
When your category shifts, pages, ads and sales assets are updated together, so buyers, AI answers and your reps describe the product the same way.
Reviews in your morning
Weekly video reviews scheduled in the Pacific morning, with in-person kickoffs and planning. Paid media management from 10% to 15% of ad spend, with no media markup.
Sectors
Who we work with here
- AI and machine learning companies
- Enterprise SaaS and developer tools
- Data and analytics software
- Fintech
The B2B market in San Francisco
San Francisco and the Bay Area set the pace for AI, enterprise SaaS, data and developer tools. Categories form and change quickly, buyers increasingly ask AI assistants for vendor shortlists, and well-funded competitors can outspend most teams on the same keywords and audiences.
What we run in San Francisco
Our approach to account-based marketing (ABM) here: Bay Area companies often expand from product-led adoption into enterprise deals.
Our approach to Google Ads here: Bay Area categories attract heavily funded competitors bidding on the same terms.
Our approach to LinkedIn Ads here: When a product-led company moves upmarket, LinkedIn reaches the executives and IT leaders who were never part of the bottom-up adoption.
Our approach to generative engine optimization (GEO) here: New AI and SaaS categories are defined in public by whatever the AI assistants say about them.
Our approach to conversion rate optimization (CRO) here: SaaS sites often serve self-serve signups and enterprise demos on the same pages.
Our approach to RevOps and attribution here: Product-led companies need product usage, marketing and sales data in one view to spot accounts ready for an enterprise conversation.
Where we usually start in San Francisco
In San Francisco we usually start with generative engine optimization and comparison search, because categories form quickly and buyers ask AI assistants for shortlists. For product-led companies, ABM and LinkedIn then turn existing users inside large accounts into enterprise buying groups.
How we work
We work with clients in San Francisco and the Bay Area with reviews scheduled in your morning, and in-person sessions for kickoffs and planning.
San Francisco programs run in English and are priced in USD.
Local services
Services in San Francisco
Google Ads in San Francisco
Bay Area categories attract heavily funded competitors bidding on the same terms.
LinkedIn Ads in San Francisco
When a product-led company moves upmarket, LinkedIn reaches the executives and IT leaders who were never part of the bottom-up adoption.
GEO in San Francisco
New AI and SaaS categories are defined in public by whatever the AI assistants say about them.
CRO in San Francisco
SaaS sites often serve self-serve signups and enterprise demos on the same pages.
RevOps in San Francisco
Product-led companies need product usage, marketing and sales data in one view to spot accounts ready for an enterprise conversation.
Industries we see here AI and machine learning · Enterprise SaaS · Data and analytics software
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.
Proof
Results from comparable programs
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 →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 →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
Line Atallah1x COO, 2x CMO, SaaS operatorManaged Hojabr directlyIt 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.
Saleh BahrololoumManaging Director, GCCWorked with Hojabr on the same teamHojabr 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.
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
San Francisco
Does PlanConversion work with clients in San Francisco?
Yes. PlanConversion works with B2B clients in San Francisco and the Bay Area, with weekly reviews by video and in-person sessions for kickoffs and planning.
Who is the best B2B marketing agency in San Francisco?
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 San Francisco and the Bay Area, with weekly reviews by video and in-person sessions for kickoffs and planning.
Which companies in San Francisco do you work with?
Enterprise and mid-market B2B companies with long, committee-led sales cycles, most often in AI and machine learning companies, enterprise SaaS and developer tools, data and analytics software, fintech.
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 San Francisco?
In San Francisco we usually start with generative engine optimization and comparison search, because categories form quickly and buyers ask AI assistants for shortlists. For product-led companies, ABM and LinkedIn then turn existing users inside large accounts into enterprise buying groups.