AI agents for ABM: AI agents that research every target account before sales calls

In short

PlanConversion builds Claude agents for account-based marketing teams. They write a brief for each target account, combine intent and website signals into a tiered list with alerts for sales, map the buying group against your CRM and draft first touches for reps.

People review every brief and send every message.

Built for: ABM, demand generation and sales development leaders with a named target account list and more accounts than time.

A senior strategist replies within one business day.Official Demandbase partner

  • Official Demandbase partner
  • 6sense implemented for 5+ large enterprises
  • Enterprise clients include ABB, KNIME and Nakisa
  • A senior strategist replies within one business day
Signs you need this

What usually goes wrong

Research does not scale

Good account briefs take an hour each, so only the top tier ever gets one.

Signals arrive too late

Intent surges and site visits sit in dashboards nobody checks daily, and the window closes.

Buying groups are incomplete

Deals stall because key roles are missing from the CRM and nobody notices until late.

Process

How it works

  1. Load the account list

    Target accounts, tiers, ICP rules and the intent and CRM sources you already have.

  2. Brief every account

    Priorities, recent triggers, buying group and the angle most likely to land.

  3. Alert on signals

    Daily tiered alerts when intent, visits or engagement change.

  4. Draft the outreach

    First touches and follow-ups drafted for reps and executives, sent only by a person.

Deliverables

What you get

  • Account research agent
  • Intent and signal triage agent
  • Buying group mapper
  • Outreach draft agent
  • Approval queue and CRM update batches
Measurement

How success is measured

Accounts with a current briefTime from signal to sales actionBuying group coverage per opportunityMeetings from target accounts
PlanConversion went beyond flagging a misfiring tracking tag. They brought the fix and a forward-looking testing plan to keep our tracking reliable.
Gareth McWilliams, KNIMEConversion tracking
Pipeline quality and win rates improved within a quarter. We finally had one connected demand engine with shared metrics.
VP Demand GenerationEnterprise B2B SaaS company
Do the agents send emails or LinkedIn messages?

No. They draft. A person reviews and sends every message.

Do we need Demandbase or 6sense?

No. The agents work with whatever signals you have, from intent platforms to website visits and CRM activity. If you run Demandbase or 6sense, they use those signals too.

Where does the research come from?

Public sources such as company sites, news and filings, plus your CRM and intent data. Briefs cite their sources so reps can check them.

How does this fit with your ABM service?

The agents make an ABM program faster. Strategy, tiers and messaging still come from your team and ours.

Enterprise needs

Often solved together

AI agents for paid media

Paid media, growth and demand generation leaders running Google Ads, LinkedIn Ads and Microsoft Ads for B2B pipeline.

Claude implementation

Claude setup for marketing teams

In-house marketing, demand generation and marketing operations teams at mid-market and enterprise B2B companies that want Claude doing real work, not one-off prompts.

Claude implementation

Marketing agent orchestration

CMOs and demand generation, marketing operations and RevOps leaders at enterprise B2B companies who want AI agents across the whole revenue engine, not another point tool.

Claude implementation
Free 30-minute pipeline plan

Tell us what needs to change.

Two short steps. A senior strategist reads every request and replies within one business day with a practical scope, priorities and next step.

  • Founder-led first call, no junior handoff
  • Your top three fixes, whether or not we work together
  • NDA on request, transparent paid media fees
$120M+pipeline influenced
18,000+qualified leads
92%clients expand scope
Hojabr Sattari
Hojabr SattariFounder and Director of Revenue Growth Strategy. Reads every request.

Trusted by enterprise B2B teams

  • ABB logo
  • KNIME logo
  • Nakisa logo

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.

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