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Landing page, form and demo-flow tests that produce more qualified conversations.
B2B CRO agency in San Francisco: conversion rate optimization measured on pipeline
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in San Francisco, 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.
SaaS sites often serve self-serve signups and enterprise demos on the same pages. Where we usually start in San Francisco: routing by company size.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
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)
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 Bay Area SaaS sites
SaaS sites often serve self-serve signups and enterprise demos on the same pages. We test routing by company size and intent, so enterprise buyers reach sales quickly and self-serve users are not slowed down.
First play: routing by company size
We test asking for company size or work email early and routing enterprise visitors to a sales path while self-serve users go straight to signup. Enterprise buyers reach sales faster, self-serve conversion is protected, and both are measured.
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. Sectors we see most often: AI and machine learning companies, enterprise SaaS and developer tools, data and analytics software, fintech.
San Francisco programs run in English and are priced in USD.
How we work with teams in San Francisco
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.
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 San Francisco
Ask these of any agency on your shortlist, including us.
- 01
Does the agency test routing between self-serve and sales paths?
- 02
Will self-serve signups be protected while enterprise demos are tested?
- 03
Are tests scored on qualified enterprise opportunities?
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
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 AI and machine learningThree plays for AI and machine learning companies, starting with enterprise routing.Industry playbookCRO for enterprise SaaSThree plays for enterprise SaaS companies, starting with pricing page tests.Industry playbookCRO for data and analytics softwareThree plays for data and analytics software companies, starting with enterprise routing.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 San Francisco
Is PlanConversion a CRO agency 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. We run conversion rate optimization for B2B companies there, measured on qualified demos and pipeline. SaaS sites often serve self-serve signups and enterprise demos on the same pages.
Who is the best B2B CRO agency in San Francisco?
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 routing between self-serve and sales paths; Will self-serve signups be protected while enterprise demos are tested; Are tests scored on qualified enterprise opportunities. 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.
What does the B2B tech market in San Francisco look like?
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. Salesforce's Dreamforce, one of the largest annual B2B software conferences, is scheduled in San Francisco for September 21 to 23, 2027. San Francisco and the Bay Area set the pace for AI, enterprise SaaS, data and developer tools.