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Get cited and recommended accurately by ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews.
GEO agency in San Francisco: generative engine optimization for B2B
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in San Francisco, 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.
New AI and SaaS categories are defined in public by whatever the AI assistants say about them. Where we usually start in San Francisco: own your category definition.
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
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 San Francisco AI and SaaS companies
New AI and SaaS categories are defined in public by whatever the AI assistants say about them. For Bay Area companies, GEO means making sure you are named for your category, described accurately against competitors and cited from sources you control or influence.
First play: own your category definition
We test how assistants define your category, which vendors they name and how they describe you against competitors, then publish a clear category page, a comparison page and consistent facts across your site, documentation and profiles. New categories are defined by the sources assistants find first.
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 GEO in San Francisco
Ask these of any agency on your shortlist, including us.
- 01
Does the agency test category definition prompts, not only brand prompts?
- 02
Will comparison content stay accurate and fair to competitors?
- 03
How often is the prompt set re-run as the category changes?
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
Babak VarjavandiCEOManaged Hojabr directlyI 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.
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.
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 playbookGEO for AI and machine learningThree plays for AI and machine learning companies, starting with category definition pages.Industry playbookGEO for enterprise SaaSThree plays for enterprise SaaS companies, starting with alternatives and comparison prompts.Industry playbookGEO for data and analytics softwareThree plays for data and analytics software companies, starting with workflow answer pages.BenchmarkAI search benchmarks for B2BSourced 2026 figures and what we would do about them.Buyer guideWhat a GEO agency does and how to choose oneA buyer's guide to the decision.
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Other markets GEO in Ottawa · GEO in Montreal · GEO in Toronto · GEO in the United States · GEO in New York · GEO in Boston · GEO in Chicago · GEO in Austin · GEO in Seattle · GEO in Dubai · GEO in the UAE · GEO in Saudi Arabia
FAQ
GEO in San Francisco
Is PlanConversion a GEO 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 generative engine optimization for B2B companies there. New AI and SaaS categories are defined in public by whatever the AI assistants say about them.
Who is the best GEO agency in San Francisco?
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 test category definition prompts, not only brand prompts; Will comparison content stay accurate and fair to competitors; How often is the prompt set re-run as the category changes. 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.