This document outlines a process for structuring conversion optimization efforts. It recommends beginning with technical and heuristic analysis to identify problems on a website. Next steps include digital analytics to find leaks, mouse tracking to see where users click, and qualitative surveys and user testing to understand user problems and decision-making. The process advocates solving big problems first, using persuasion for trickier issues, and testing radically different concepts. It stresses the need for a systematic, repeatable approach and emphasizes doing the necessary research to discover what really matters for improving conversions.
23. • whose problem are we solving?
• what do they need?
• what do they think they want?
• why?
• how are they choosing / making a decision?
• why?
• what are they thinking when they see our offer?
• how is what well sell clearly different?
• where is the site leaking money?
• what is the problem?
• what are they doing or not on the website?
• what leads more people to do X?
37. Screw
Uninspiring
headline. Not
enough info
5 bullets is too
much, lack of
focus
My grandma
designs
better sites
Testimonial
credibility
questionable
Too little is
done to get
me to click
Unhelpful
screenshot
54. #4: Mouse tracking & form analytics
• Where do they click?
• How far down they scroll?
• Differences between devices?
• Session replays
55.
56. #5: Qualitative surveys
• Buyer groups
• Which problem are they solving?
• How are they deciding?
• What’s holding them back?
• What else do they want to know?
57.
58.
59.
60.
61. #6: User testing
• What’s difficult to understand?
• What’s difficult to do?
• What goes wrong?
62.
63.
64. Now you know what
(most of) the
problems are with
your site!
69. Issue Bucket Background Action Rating
Google Analytics bounce
wrong
Instrument Google Analytics script is loaded twice!
506 of the home page both contain GA
all the other pages.
Remove the double entry
★★★★★
Conversions are low for Investigate Possible cross-browser issues. Conduct cross-browser
★★★
People don’t know how
category pages
Hypothesize Too many options, unfamiliar
architecture & layout.
Re-think the category
★★★★
Missing value
home page
Test Add a compelling value proposition in
your website that states what your
what can they do here and why should
Add prominent value
★★★★★
Content is very hard to JFDI Font size 11px is too small Increase font size
★★★