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Landing page, form and demo-flow tests that produce more qualified conversations.
B2B CRO agency in Toronto: conversion rate optimization measured on pipeline
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in Toronto, 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.
Toronto buyers in financial services expect proof before they book a demo: security documentation, integrations and references. Where we usually start in Toronto: proof before the form.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Market facts
The B2B tech market in Toronto, in numbers
Toronto ranks third among North American tech talent markets in CBRE's 2026 Scoring Tech Talent report and counts 33,419 AI-related tech jobs, fifth on the continent.
Source: CBRE, Scoring Tech Talent 2026 press release (2026)
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 Toronto B2B sites
Toronto buyers in financial services expect proof before they book a demo: security documentation, integrations and references. Our CRO tests focus on where that proof appears in the journey, so risk-aware buyers find it before they leave, not after a sales call.
First play: proof before the form
We move security documentation, integration lists and reference logos to the point just before the demo request, then test that layout against the current page on qualified demos. Risk-aware buyers in banking and insurance often leave when the proof sits three clicks away.
The B2B market in Toronto
Toronto has Canada's largest concentration of financial institutions and a dense base of SaaS and fintech companies that sell to banks, insurers and large enterprises. Buyers are senior, risk-aware and well served by agencies, so a program has to prove pipeline, not activity. Sectors we see most often: fintech, banking and insurance technology, enterprise SaaS, healthtech, professional and business services.
Most Toronto programs run in English, with French assets added when the account list includes Quebec buyers.
How we work with teams in Toronto
We work with clients in Toronto on the same time zone, with weekly reviews by video 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 Toronto
Ask these of any agency on your shortlist, including us.
- 01
Does the agency know what security and compliance proof your buyers ask for before a demo?
- 02
Are tests judged on qualified opportunities, not form fills?
- 03
Can it work within your brand, legal and accessibility review process?
Proof
Results from comparable programs
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 →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 →
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 financial technologyThree plays for financial technology companies, starting with trust content placement.Industry playbookCRO for enterprise SaaSThree plays for enterprise SaaS companies, starting with pricing page tests.Industry playbookCRO for healthcare technologyThree plays for healthcare technology companies, starting with role-based paths.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.ShortlistB2B marketing agencies in TorontoWhat local agencies show on their own websites, checked November 7, 2026.
Also in this market
More services in Toronto
Overview: Toronto
B2B demand generation for Toronto enterprise teams: ABM, Demandbase and 6sense, Google Ads, LinkedIn Ads, RevOps and GEO, reported as pipeline from your CRM.
ABM in Toronto
Why ABM matters more in Toronto: Toronto is one of the most competitive B2B advertising markets in Canada.
Google Ads in Toronto
Why Toronto B2B search gets expensive: Toronto concentrates Canada’s financial services, fintech and enterprise software vendors, and many of them bid on the same category keywords.
LinkedIn Ads in Toronto
LinkedIn in a crowded market: Senior buyers at Toronto banks, insurers and large technology companies see a lot of B2B advertising.
GEO in Toronto
GEO for Toronto fintech and SaaS: Toronto fintech and SaaS buyers ask AI assistants regulated, comparison-style questions: which vendors meet a compliance standard, integrate with a core banking system or serve Canadian institutions.
RevOps in Toronto
RevOps for Toronto enterprise teams: Toronto teams selling to banks and insurers run long cycles with many stakeholders and partner-sourced deals.
Other markets CRO in Ottawa · CRO in Montreal · CRO in the United States · CRO in New York · CRO in Boston · CRO in Chicago · CRO in San Francisco · CRO in Austin · CRO in Seattle · CRO in Dubai · CRO in the UAE · CRO in Saudi Arabia
FAQ
CRO in Toronto
Is PlanConversion a CRO agency in Toronto?
Yes. PlanConversion works with B2B clients in Toronto, 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. Toronto buyers in financial services expect proof before they book a demo: security documentation, integrations and references.
Who is the best B2B CRO agency in Toronto?
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 know what security and compliance proof your buyers ask for before a demo; Are tests judged on qualified opportunities, not form fills; Can it work within your brand, legal and accessibility review process. PlanConversion is one option: PlanConversion works with B2B clients in Toronto, with weekly reviews by video and in-person sessions for kickoffs and planning.
What does the B2B tech market in Toronto look like?
Toronto ranks third among North American tech talent markets in CBRE's 2026 Scoring Tech Talent report and counts 33,419 AI-related tech jobs, fifth on the continent. Toronto has Canada's largest concentration of financial institutions and a dense base of SaaS and fintech companies that sell to banks, insurers and large enterprises.