Senior Web Developer and AI Solutions Architect
Builds the sites, tracking and AI workflows behind client programs, from headless architecture to Claude implementations.
HubSpot consulting: HubSpot that sales trusts and leadership can report from
In short
PlanConversion provides independent HubSpot consulting for B2B marketing and revenue teams. We are not a HubSpot partner.
We are experienced practitioners who have run HubSpot in-house and for clients: we set up or clean up the portal, define lifecycle stages and routing, connect forms, ads and Salesforce, and build the reports leadership uses to make budget decisions.
Measured by: Lead-to-opportunity speed and reporting accuracy
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
- Official Demandbase partner
- 6sense implemented for 5+ large enterprises
- Enterprise clients include ABB, KNIME and Nakisa
- A senior strategist replies within one business day
The problem
What usually goes wrong
Nobody trusts the data
Duplicate contacts, empty fields and inconsistent sources make every report a debate.
Leads stall between teams
Lifecycle stages and routing rules do not match how sales actually works, so good leads wait.
Ads cannot see outcomes
Google and LinkedIn never receive qualified lead or revenue signals, so they keep buying cheap form fills.
Our approach
How we run it
Every step is reviewed with your team, and every result is reported from your CRM.
Audit the portal
Properties, lifecycle stages, workflows, forms, integrations, permissions and data quality.
Agree the rules
Definitions for lead, MQL, SQL and opportunity, routing and SLAs, agreed with sales.
Build and connect
Workflows, scoring, forms with source capture, Salesforce sync and offline conversions to ad platforms.
Report and train
Funnel, source and campaign reports, plus training so the team keeps the portal clean.
Deliverables
What you get
Implementation or cleanup
A portal set up from scratch, or an existing one fixed without losing history.
Lifecycle and routing
Stages, scoring, owner assignment and alerts that match the sales process.
Integrations
Salesforce sync, Google Ads and LinkedIn conversions, website forms and enrichment tools.
Attribution and reporting
Source capture, campaign reporting and dashboards from first touch to closed revenue.
Documentation and training
Plain-language rules and a short training for marketing, sales and ops users.
A good fit when you have
- B2B teams on HubSpot Marketing, Sales or Operations Hub
- Companies running HubSpot alongside Salesforce
- Growth-stage teams outgrowing a basic setup
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
Your team
Who runs your HubSpot consulting program
Senior Manager, Digital Performance
Twenty years of paid search and SEO growth for major Canadian brands in finance, retail and telecom, including value-based bidding at enterprise scale.
Founder and Director of Revenue Growth Strategy
Leads strategy on every engagement. Former enterprise marketing leader at Coveo, Assent and Nakisa with 20+ years in B2B demand generation.
LinkedInFAQ
HubSpot consulting: common questions
Related services
Is PlanConversion a HubSpot partner?
No. We are independent consultants with hands-on HubSpot experience in-house and for clients. That means our recommendations are not tied to selling licences or upgrades.
Can you fix our HubSpot without starting over?
Usually, yes. We audit first, then fix properties, stages and workflows in place so you keep your history and reports.
Do you connect HubSpot to Google Ads and LinkedIn Ads?
Yes. We capture click IDs and source data on forms and send qualified lead, opportunity and revenue events back to the ad platforms, so bidding learns from real outcomes.
Do you work with HubSpot and Salesforce together?
Yes. We design the sync rules, field ownership and lifecycle handoff so both systems tell the same story.
Which HubSpot tier do we need?
It depends on what you need to automate and report. We tell you what your current tier can do before suggesting any upgrade.
Before you commit
See how we think before any contract.
Book the pipeline plan, run the numbers yourself, or read how we worked with a named enterprise client. No contract, no sales script.
30 minutes
Get your pipeline plan
A working session with a senior strategist on the gap between your pipeline target and today, and the programs that close it first. No account access needed.
Get the plan Self-serveRun your numbers first
Free calculators for the pipeline gap, CAC payback and Google Ads budget. The headline answer needs no form.
Open the tools ProofRead the KNIME case study
How a named enterprise software client moved paid media from lead volume to CRM-verified lead quality, and the method behind it.
Read the case