A good Conversion Plan is critical. Want to get the most from your work with a CRO expert? Here’s how to set the stage for success.
Know Your Customer, Not Just Your Perfect Prospect Persona
- Problem: Many teams hand over personas, but not buyer emotions.
- Recommendation: Gather real objections, voice-of-customer insights, and conversion hesitations.
- Action: Run a few win/loss interviews before we begin.
Bring Clear Metrics and Goals
- Problem: Vague goals like “improve our demo flow” stall progress.
- Recommendation: Define KPIs like form submission rate, drop-off points, or CAC.
- Action: Share baseline funnel data so we can benchmark and track lifts.
Be Open to Offer Feedback
- Problem: Some teams assume the funnel is broken, not the offer.
- Recommendation: Be ready to adjust the offer, not just the user experience.
- Action: Invite an external expert to audit the offer stack and customer promise, not just design.
