AI agents for paid media
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AI agents for RevOps and reporting: AI agents that keep the CRM clean and the pipeline report ready
In short
PlanConversion builds Claude agents for RevOps and marketing leadership. They find and propose fixes for CRM errors, draft a reply to every new lead within the business day, alert when tracking or conversions stop flowing, reconcile channel data with CRM opportunities and send the CMO a Monday pipeline brief.
RevOps owns the definitions and approves every write.
Built for: RevOps, marketing operations and CMOs who spend too much of each week fixing data and assembling reports.
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
Reports start with clean-up
Every month begins with duplicates, missing fields and arguments about which number is right.
Leads wait for a reply
Inbound leads sit for a day or more because nobody owns the first response.
Broken tracking goes unnoticed
A form or conversion import stops working and nobody knows until the numbers drop.
Process
How it works
Agree the definitions
Lifecycle stages, sourced and influenced pipeline and the metric dictionary every agent uses.
Connect the systems
CRM, forms, analytics and ad platforms, read-only by default.
Run the checks
Daily hygiene and tracking checks, lead reply drafts and a weekly attribution reconcile.
Brief leadership
A Monday pipeline brief and the monthly management pack, reviewed before circulation.
Deliverables
What you get
- CRM hygiene agent
- Lead response agent
- Tracking and conversion QA agent
- Pipeline attribution agent
- Weekly pipeline brief for the CMO
Measurement
How success is measured
Records fixed per weekTime to first reply on inbound leadsTracking failures caught within a dayReports produced without manual work
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.
Next step
Where to go from here
Related services
- Claude implementationClaude connected to your product knowledge, brand rules and approved proof.
- Generative engine optimizationGet cited and recommended accurately by ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews.
- Website developmentService, campaign and lead-gen pages built for conversion, tracking and AI search.
- RevOps and marketing operationsCRM, attribution, routing and dashboards your sales and finance teams trust.
FAQ
AI agents for RevOps and reporting: common questions
More Claude implementation programs
Will the agents write to our CRM?
Only in approved batches. They propose fixes, RevOps reviews them, and changes are written after approval.
Does this work with HubSpot and Salesforce?
Yes. We connect HubSpot or Salesforce, or both, and keep one set of definitions across them.
Do lead replies go out automatically?
No. The agent drafts the reply in your format with the right proof, and a person sends it.
What does leadership get?
A short Monday brief: pipeline created, spend, what changed and what needs a decision, from one agreed definition.
Enterprise needs
Often solved together
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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.
