Market, buyer and competitor research
Fixed fee
Buyer interviews, competitor teardown and a positioning plan that is hard to copy.
We work with B2B companies that sell to buying committees and measure marketing in pipeline and revenue. Paid media fees are published. Programs are scoped to your accounts, regions and goals, and the first step is a free 30-minute pipeline plan.
PlanConversion works with enterprise and upper mid-market B2B companies. Paid media management is 15% of monthly ad spend up to $50K, 12% from $50K to $200K and 10% above, with no media markup. ABM, Demandbase, advisory and integrated programs are scoped to your accounts, regions and goals after a free 30-minute pipeline plan. Fees are in USD.
A senior strategist replies within one business day.Official Demandbase partner
Trusted by enterprise and growth B2B teams
Founder’s in-house leadership. Before PlanConversion, the founder led enterprise marketing in-house at these companies as Director of Revenue Growth. They are not clients.
We take a small number of clients so senior people can stay on every account. These are the companies we do our best work for.
We set up Claude and a governed team of AI agents across paid media, ABM, SEO and AI search, CRO, RevOps and reporting. Agents draft, check and follow through; your people approve every step that spends, sends or publishes.
Which option fits
| Your situation | Best starting point |
|---|---|
| You are not sure where pipeline leaks or what to fix first | Pipeline diagnostic → |
| Your team executes in-house and wants senior direction | Executive advisory → |
| One motion needs fixing: paid media, ABM, GEO or marketing ops | Focused program → |
| You want ABM, paid, CRO and ops run as one engine | Integrated demand engine → |
| Several regions, business units or languages | Global program → |
Each option includes senior strategy, CRM-based reporting and a leadership review. You can move up a level at any month end. Not sure which fits? Start with a free 30-minute pipeline plan.
Fixed fee, 3 weeks
Three weeks to find where pipeline is leaking and what to fix first, with a business case your leadership can approve.
Term: Fixed fee. 100% credited to your first month if a program starts within 30 days
Monthly retainer
Senior strategy for a marketing team that executes in-house and wants a second set of enterprise eyes.
Term: 6-month initial term, then monthly
Request a proposalMonthly retainer
One revenue motion run end to end: paid media, ABM, GEO or marketing operations.
Term: 6-month initial term, then monthly
Request a proposalStatement of work
ABM, paid media, CRO and marketing operations run as one program, by one team, against one pipeline number.
Term: 12-month statement of work, with a 90-day exit right after month 6
Request a proposalStatement of work
Several business units, regions or languages, with a shared measurement model and governance.
Term: 12-month statement of work
Request a proposalSenior people do the work. The founder leads strategy and quarterly reviews on every account.
| Commercial terms | How it works |
|---|---|
| Media spend | Paid by you directly to the platforms, never marked up |
| Paid media management | 15% of monthly ad spend up to $50K, 12% from $50K to $200K, 10% above. Monthly minimum and setup confirmed in your proposal |
| Initial term | 6 months for advisory and focused programs; 12-month statement of work for integrated and global programs |
| Exit | A 90-day exit right after month 6 on 12-month agreements |
| Annual prepay | 5% off the monthly fee when paid annually |
| Currency and taxes | Fees in USD, plus applicable taxes. Canadian companies pay the same amounts in CAD |
Platform licenses (Demandbase, 6sense, CRM, testing tools) are never included. Your statement of work confirms the final scope, channels and fees.
B2B agencies price in five common ways: a percentage of ad spend, a monthly retainer, a statement of work for an integrated program, a fixed fee for a defined project, or an hourly rate. Most enterprise engagements mix two of them, for example a percentage fee on paid media plus a scoped program fee for ABM or operations work.
We publish our paid media fees and scope everything else after a free 30-minute pipeline plan, because ABM, GEO and RevOps costs depend on accounts, regions, platforms and the state of your data.
Media spend and platform licenses (Demandbase, 6sense, CRM, testing tools) are paid by you directly. That keeps the agency fee comparable across proposals and keeps ownership of accounts and data with you. If a proposal bundles media into one number, ask for the split. For a scoping view of platform cost, see Demandbase pricing: how to scope the cost.
An agency fee buys several specialists at once: strategy, paid media, ABM operations, analytics and design. Hiring the same coverage in-house means several salaries plus tools and management time, with months of ramp-up. For a full comparison, read why an embedded agency team instead of one in-house hire, or the ABM-specific view in how much an ABM agency costs in Canada.
The questions, red flags and contract terms to compare proposals side by side. Free with a work email. See all guides and checklists
Prove the platform on a focused account list, then scale it into your revenue engine. Licenses and media are separate. How the program works
Fixed fee, 90 days
A controlled pilot on a focused account list, with a go or no-go readout.
Part of the integrated demand engine
Demandbase or 6sense run as a multi-channel revenue engine.
Part of a global program
Multiple business units, regions or very large account lists.
Run alone or added to any program. Each starts with a written scope and a fixed fee.
Fixed fee
Buyer interviews, competitor teardown and a positioning plan that is hard to copy.
Fixed fee
Get ChatGPT, Perplexity, Gemini and Google AI Overviews to cite and recommend you.
Fixed fee
Lifecycle stages, routing, scoring, offline conversions and dashboards sales trusts.
Fixed fee
Landing pages, forms and offers tested against lead quality, not form fills.
Fixed fee
Agents, automation and governance for marketing and revenue teams.
Fixed fee
Service, industry and campaign pages built to convert enterprise buyers.
Where the money goes, and who does the work.
| Criteria | PlanConversion | Typical agency retainer |
|---|---|---|
| Pricing | Published paid media fees; programs scoped to your goals | Fixed packages that rarely fit |
| Who does the work | Founder-led strategy, senior specialists execute | Senior pitch, junior delivery |
| Terms | 6 or 12 months, with a 90-day exit after month 6 | 12 months with no exit |
| Media markup | None. You pay platforms directly | Sometimes billed through the agency |
| Reporting | Meetings, opportunities and pipeline from your CRM | Clicks, CPL and platform conversions |
| Testing cadence | Two-week test cycles, weekly review | Monthly or quarterly |
| Account ownership | You own every account and all data | Varies |
The right model depends on how much work there is, how fast you need it and how many skills it takes. Many enterprise teams combine them: an in-house owner who sets priorities, and an agency team that runs the program.
| Criterion | Specialist agency (PlanConversion) | In-house hire | Freelancer |
|---|---|---|---|
| Time to start | Weeks. The team has run the playbook before and starts on your accounts | Months, once recruiting, onboarding and ramp-up are done | Days to weeks, for one skill |
| Skills covered | Strategy, channels, operations, analytics and design in one team | Usually one or two skills per hire | One skill, rarely strategy and execution together |
| What the fee covers | Several specialists, tools and reporting in one fee | One person’s salary; tools and management extra | Hours on one skill |
| Cost structure | Monthly retainer or statement of work; paid media fees published on our pricing page | Salary, benefits, tools and management time | Hourly or project rate |
| Continuity | A team covers vacations, turnover and peaks | Knowledge leaves when the person leaves | Depends on one person’s availability |
| Knowledge of your business | Built in the first month and kept in shared documentation | Deepest over time | Limited to the brief |
| Best when | You need a full program running against a pipeline target this quarter | The work is core, steady and large enough for a full-time role | A defined, short task with a clear brief |
Comparison of operating models, not of specific providers. Read our embedded agency team vs in-house hire analysis for the cost side.
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.
Tell us what you are working on. A senior strategist replies within one business day with what we would do first.
Talk to our teamNeed a number for your budget plan? Ask our team directly
Paid media management is 15% of monthly ad spend up to $50K, 12% from $50K to $200K and 10% above, with no media markup. ABM, Demandbase, advisory and integrated programs are scoped to your accounts, regions and goals. The first step is a free 30-minute pipeline plan, and fees are in USD.
Enterprise and upper mid-market B2B companies, usually $20M+ in annual revenue, with sales cycles of 3 to 18 months, buying committees of five or more people and marketing programs of $15K a month or more including media. We are not the right partner for smaller budgets, B2C, local services or one-off campaigns.
Start with the free 30-minute pipeline plan. When the funnel needs deeper work (CRM data, attribution, account coverage, media and AI search), the three-week diagnostic gives your leadership a business case they can approve, and its fixed fee is credited in full to your first month if a program starts within 30 days.
Advisory and focused programs start with a 6-month term, then run month to month. Integrated and global programs run on a 12-month statement of work with a 90-day exit right after month 6, so you are never locked in if results are not there. Annual prepay saves 5%.
As a percentage of the ad spend we manage: 15% up to $50K a month, 12% from $50K to $200K and 10% above. The monthly minimum and setup are confirmed in your proposal. Media is always paid directly to the platforms with no markup.
Media spend, platform licenses (Demandbase, 6sense, CRM, testing tools), paid research panels and third-party content production. Your statement of work lists every cost before you sign.
Yes. Many clients start with the diagnostic or a focused program and move to the integrated demand engine once pipeline reporting proves the model. You can move up a level at any month end.
Yes. We complete vendor onboarding, security questionnaires, NDAs and master service agreements, and we can invoice in USD or CAD.
A senior strategist leads strategy and quarterly business reviews on every account. Senior specialists in paid media, ABM, operations and analytics run execution. There is no hand-off to junior staff after the contract is signed.
Direct to platforms. You own the ad accounts and data, pay platforms on your own billing, and we never mark up media.
Waste reduction and lead quality changes usually show in the first month. First opportunities typically appear within 60 to 90 days. Revenue follows your sales cycle, often 6 to 12 months for enterprise deals.
No pitch and no commitment. We would genuinely love to hear what you are working on, what needs to change, and share what we would bring to the table. Two short steps, and a senior strategist replies within one business day.
Trusted by enterprise and growth B2B teams
Founder’s in-house leadership. Before PlanConversion, the founder led enterprise marketing in-house at these companies as Director of Revenue Growth. They are not clients.