See the full service
CRM, attribution, routing and dashboards your sales and finance teams trust.
RevOps agency in the United States for B2B pipeline attribution
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in the United States, and it sets up RevOps and marketing attribution for B2B teams there. We define lifecycle stages with sales, fix source and campaign tracking from first touch to closed deal, connect ad platforms and the CRM, and build pipeline reporting that leadership, finance and investors accept.
US teams often run several regions and sales teams in one CRM. Where we usually start in the United States: territory and segment model.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Why teams choose us
What you get
Stage definitions sales agrees with
Lead, qualified lead, meeting, opportunity and closed-won defined once and used in every report.
Tracking that survives the CRM
UTMs, click IDs and source fields carried from the first visit to the closed deal.
Offline conversions back to ad platforms
Qualified pipeline events sent to Google and LinkedIn so bidding learns from deals.
Board-ready reporting
Pipeline, revenue and payback by channel and segment, in a format leadership can present.
In practice
RevOps for US enterprise teams
US teams often run several regions and sales teams in one CRM. We set up territory, segment and source fields so each region sees its own pipeline and leadership sees the whole picture without manual reconciliation.
First play: territory and segment model
We add region, segment and territory fields tied to sales ownership, so every lead and opportunity lands in the right regional view. Each region sees its own pipeline, and leadership sees the national total from the same data.
The B2B market in the United States
US enterprise B2B teams sell into large territories with long account lists, many competitors and buyers who compare several vendors before talking to sales. Sectors we see most often: enterprise SaaS, fintech, cybersecurity, data and analytics software, industrial technology.
US programs run in English, priced in USD.
How we work with teams in the United States
We work with clients across the United States on Eastern Time, which overlaps every US time zone in the working day, and meet in person for kickoffs and quarterly 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 RevOps in the United States
Ask these of any agency on your shortlist, including us.
- 01
Can each region see its own pipeline without a separate report build?
- 02
Are territory rules documented and owned by sales operations?
- 03
Does reporting reconcile to the numbers finance uses?
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.
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.
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 playbookRevOps for enterprise SaaSThree plays for enterprise SaaS companies, starting with stage definitions.Industry playbookRevOps for financial technologyThree plays for financial technology companies, starting with procurement stage tracking.Industry playbookRevOps for cybersecurityThree plays for cybersecurity companies, starting with partner and MSSP sources.BenchmarkB2B buying journey benchmarksSourced 2026 figures and what we would do about them.
Also in this market
More services in United States
Overview: United States
B2B demand generation for US enterprise teams: ABM, Demandbase and 6sense, Google Ads, LinkedIn Ads, RevOps and GEO, priced in USD and reported as pipeline.
ABM in the United States
Why US enterprise teams use ABM: Enterprise SaaS, fintech, cybersecurity, data and analytics, and industrial technology companies in the US often sell to a few thousand accounts at most, through buying groups that span several roles.
Google Ads in the United States
What changes when you advertise to US buyers: Search volume in the US is large, and so is competition.
LinkedIn Ads in the United States
Why LinkedIn works for US enterprise selling: LinkedIn is often the best-fit paid channel when you sell to named accounts and specific roles, because you can target by company, function and seniority.
GEO in the United States
GEO for US B2B companies: US buyers increasingly ask AI assistants for vendor shortlists before they visit any website.
CRO in the United States
CRO for US B2B companies: US paid traffic is expensive, so every point of conversion on a landing page is worth real budget.
Other markets RevOps in Ottawa · RevOps in Montreal · RevOps in Toronto · RevOps in New York · RevOps in Boston · RevOps in Chicago · RevOps in San Francisco · RevOps in Austin · RevOps in Seattle · RevOps in Dubai · RevOps in the UAE · RevOps in Saudi Arabia
FAQ
RevOps in the United States
Is PlanConversion a RevOps agency in the United States?
Yes. PlanConversion works with B2B clients across the United States, on Eastern Time, with in-person sessions for kickoffs and quarterly planning. We set up RevOps and attribution for B2B teams there, in your existing CRM. US teams often run several regions and sales teams in one CRM.
Who is the best RevOps agency in the United States?
There is no independent ranking we can point to, and we do not rank ourselves. The best RevOps agency for your team is one that can answer yes to these checks: can each region see its own pipeline without a separate report build; Are territory rules documented and owned by sales operations; Does reporting reconcile to the numbers finance uses. PlanConversion is one option: PlanConversion works with B2B clients across the United States, on Eastern Time, with in-person sessions for kickoffs and quarterly planning.