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Effective CRO Plan | Optimize Your Conversion Strategy

Aug 27

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Image credits: https://www.hubspot.com


A 3-step CRO Plan for Conversion Success

Running a website may seem very different from managing a retail store, but they share more similarities than expected. In both cases, the goal is to close a sale. To achieve this, understanding customer behavior is crucial, whether online or in person.


Therefore, it is essential to assess your website in the broader context, particularly in terms of layout. Just as a store owner arranges products strategically, you need to design your website with user experience in mind. Here's how this approach works:


What is a CRO Plan?

A Conversion Rate Optimization (CRO) plan is a strategic approach to enhancing a business's website or app performance. It aims to get more visitors to buy products or sign up.


The CRO process involves two key steps:

  1. Analyzing the entire website to find things that might stop visitors from taking action.

  2. Changing web pages to make it easier for visitors to do what the business wants.


In simple terms, the goal is to turn more visitors into customers, so that the business can grow and earn more money online.


Cro Agency's CRO Plan

At Cro Agency, we've identified three key elements for a comprehensive website assessment for effective optimization:

  1. Traffic Sources: Understanding what brings visitors to your site

  2. Obstacles: Identifying factors that may discourage or cause visitors to leave

  3. Conversion Factors: Recognizing elements that encourage visitors to take action


Our approach focuses on specific, targeted actions to understand from a wider perspective and to determine effective next steps. 


This includes analyzing elements in depth, identifying high-potential areas for improvement, and developing tailored optimization strategies. In doing so, it allows us to create a roadmap that enhances your website's performance and boosts potential sales. 







Step 1: Understanding what brings visitors to your site

Understanding why visitors come to your website is crucial for converting them into customers. People find you through various channels:

  • Google searches for your product

  • General research

  • Social media

  • Personal recommendations


Treating all visitors identically is ineffective. This is because each visitor is unique, so tailoring your website to cater to different types, and focusing on those most valuable to your business, would be more beneficial.


So instead of guessing, it is better to ask visitors directly:

  • What they're looking for and,

  • Why do they want it?


Allow open-ended responses to gain genuine insights into their motivations. This approach helps you identify and understand your Traffic Sources, which allows you to come up with more targeted and effective conversion strategies.




 Image Credits: Slide geeks


Identifying Your Key User Personas and Their Goals

It is important to identify your key user personas because it can help you understand your audience better and what they need. To do so, you can add a quick survey on your most popular page to engage your visitors and determine:

Purpose

Survey Question Examples

Their demographic

What is your age group?

To understand what draws them to your website 

What specific information or feature were you looking for?

To identify the obstacles they face

Was there anything that frustrated you while using our website?

Update your CRO Plan

Continue to gather responses until you have a sufficient number for your traffic volume. With all the information on hand, you'll be able to identify the top user personas and compile a list of their objectives along with their traffic sources for your website. 


Step 2: Identifying Factors that May Deter or Cause Visitors to Leave

To boost user experience and conversion rates, it's crucial to pinpoint where and why visitors leave your site. Instead of relying on random guessing or generic methods, it is far more effective to focus on analyzing actual user behavior. 


When you use a more data-driven approach, it can reveal the key obstacles on your website that are hindering conversions. Once you narrow down what they are, you can make improvements to address your user's frustrations.


Determine Where visitors exit your website

To understand and define these OBSTACLES, you must first assess where you're losing the most visitors. This process involves two key steps:


1. Identify your high-bounce pages

Knowing this is important because you need to pinpoint where most visitors leave your site, so you can focus on improving those areas. To track how users move from one page to the next and to see where you lose them, you can use a tool like Google Analytics to build a conversion funnel. To set up your funnel:

  • Start with your most important page (e.g., the one bringing in the most traffic).

  • Work backward to find the main pages that lead to it.

  • Include all these pages in your funnel.




Image credits: https://www.designil.com/



Common funnel examples:

  • E-commerce: Homepage > Product Pages > Cart > Checkout > Thank You Page

  • Blog: Homepage > Article Pages > Subscribe Page > Success Page

  • SaaS: Homepage > Trial Signup > Interface > Upgrade Page > Thank You Page

  • Lead Generation: Category Pages > Landing Page with Form > Thank You Page


After setting up your funnel, allow some time for data collection. The waiting period depends on factors like your site's traffic and any fluctuations in user behavior. You'll be able to identify where your largest drop-offs are once you have sufficient data.


Should you have more than one exit point, you should first address the issues closest to the end goal to keep the most conversions.


2. Identify the most problematic areas on your exit pages




Image credits: https://watchthem.live

Understanding user behavior on pages where visitors frequently leave can provide valuable insights into improving your website's performance and user experience.

Once you have collected enough data, here's how you can start analyzing them:

  1. Start by identifying high-exit pages using your conversion funnel data.

  2. Set up heat maps on these pages to record user interactions.

  3. This includes collecting data on user behavior like clicking, tapping, swiping, and scrolling.

  4. You can also analyze the collected data using different heat maps, including scroll maps, click maps, and move maps.


Understanding Scroll Maps



Image credits: https://watchthem.live/scroll-maps/


Scroll maps visually show how far users explore your page. By analyzing color patterns and comparing across devices, you can pinpoint where you're losing visitor interest and where to focus your optimization efforts.

Color Intensity

Device Comparison

Color Transitions

  • Red areas show popular sections

  • These parts are viewed by most visitors

  • Cooler colors (blue, green) show less-viewed areas


  • Compare desktop and mobile heat maps

  • Look for differences in viewing patterns

  • This helps identify device-specific issues


  • Sharp color changes are important

  • They show where users often stop scrolling

  • These points may be where visitors decide to leave



Click Maps and Move Maps

Analyzing click and move maps reveals user behavior patterns and highlights interaction challenges and overlooked elements. 



 Image Credits: CRM.org

With this data-driven approach, you can narrow down the potential causes of page abandonment and create a solid foundation for targeted website improvements and increased user engagement.

Step

Action

Details

1. Review Click Maps

  • Identify popular clicks

  • Spot low-click areas

Focus on:

  • Buttons

  • Links

  • Call To Action (CTAs)

2. Examine Move Maps

  • Observe cursor movements

  • Note hover areas

Look for:

  • Patterns in movement

  • Areas of interest without clicks

3. Identify Problem Areas

  • Find overlooked elements

  • Spot ignored interactive features

Consider:

  • Design issues

  • Unclear functionality

4. Gather Insights

  • Form hypotheses

  • Analyze user behavior

Ask:

  • Why are users missing key elements?

  • What's causing avoidance?

5. Prepare for Investigation

  • Use insights to guide research

  • Plan improvements

Focus on:

  • Design enhancements

  • Content adjustments

  • Functionality upgrades


Discover Why People Leave Your Website

Understanding why visitors leave your website is crucial for improving the user experience and increasing conversions. By observing user behavior across devices, you can gain valuable insights into their journey through your site. Here are three effective methods to help you achieve this:

Method

Steps

Focus

Analyze User Interactions Through Session Recordings

  1. Set up session recording tools to capture user interactions (mouse movements, clicks, scrolling).

  2. Review recordings to identify common user paths, friction points, and abandonment areas.

  3. Compare sessions where visitors leave with successful sessions that reach the goal page.

  4. Look for signs of hesitation, loading issues, content visibility, interactivity problems, and bugs.


User paths, friction points, abandonment reasons, loading issues, interactivity problems.

Leverage On-Demand User Feedback

  1. Implement an on-demand feedback widget on your site.

  2. Filter feedback, focusing on "hate" and "dislike" responses for high-exit and high-bounce pages.

  3. Identify recurring issues causing user frustration.

  4. Review positive feedback to avoid removing features users enjoy.


User frustration, feedback on high-exit/bounce pages, maintaining features users like.

Ask Users Directly Why They're Leaving

  1. Create a short, 1-question on-page survey targeting drop-off pages.

  2. Ask questions such as:

  • "What prevented you from [action] today?"

  • "Is there anything missing or unclear on this page that affected your decision?"

  • "What could be improved on this page to help you complete [action]?"

  1. Analyze responses to identify the top reasons for abandonment.

Reasons for abandonment, missing elements, barriers to completing actions.

Step 3: Discover What Persuades Visitors to Act



Image credits: Linkedin-Chris-Haycock


Understanding what persuaded your existing users and customers to act will give you crucial insights into what you need to focus on converting even more future visitors. Here's how you can uncover these insights:


Ask Your Customers What Persuaded Them to Convert

Ask customers who have just converted what persuaded them to act to discover insights that can boost conversions for other customers. From there, you'll also learn which parts of your website led to purchase abandonment and address those issues for future visitors.


A great way to do this is to implement a post-purchase survey that appears immediately on the 'Thank You' page and include these three questions to gather feedback:

  • How would you rate your overall experience? 

  • If the answer is positive, ask: What did you love the most about the experience? 

  • If the answer is negative, ask: What can we do to improve the experience? 

  • What almost stopped you from completing your purchase?


Ask Customers to Elaborate on Their Top Fears or Concerns 

It is also beneficial to ask customers if they have any concerns or fears about the purchasing process. This helps you identify and address potential barriers that might prevent others from converting. 


By understanding their worries, you can make improvements to lessen these concerns, build trust, and enhance the overall customer experience. To ask about their recent experience, you can send out a follow-up survey via email a few days after purchase:

  • What was your biggest concern or fear before buying our product?

  • What should we have done to improve your experience?

  • On a scale from 0 to 10, how likely are you to recommend us to a family member or friend?


From the first two questions, you'll be able to look out for trends and actionable insights. The third question (a Net Promoter Score (NPS) question) will give you a rough idea about customers' loyalty.


Use these two methods to understand what grabs your customers' attention, their concerns, and whatever objections they might have. This will help you improve your website and customize marketing strategies to boost future conversions.


Key Motivators and Potential Obstacles in Your CRO Plan

A successful CRO plan depends on understanding the driving forces and barriers to sales. Key motivators, such as cost savings, exclusive offers, and personalized experiences, can significantly boost user engagement and purchases. 

However, potential obstacles such as price concerns, trust issues, and complex purchasing processes, can hinder progress. By using motivators and addressing these obstacles, you can enhance user experience, build trust, and increase the likelihood of making sales.


CRO Plan Done? What's next?

Once you have finalized your CRO plan, you should be able to see your conversion challenges and opportunities. While some areas may require deeper analysis, you should now have a general idea of your conversion optimization strategy's direction and rationale.


Present and share your insights

  1. Share the completed CRO Plan with your team and stakeholders.

  2. A concise CRO Plan summary makes it easy for them to understand the situation and see things from the customer's perspective.

  3. To reinforce your findings, remember to include visual evidence like heat maps, user recordings, and survey results in your presentation.


Build your case

When building your case, focus on proposing solutions that are easy to implement yet highly impactful. Emphasize how these changes can address customer needs and still align with business goals.


Implement and measure

If you have sufficient traffic, consider conducting A/B tests for each change. This scientific approach will allow you to:

1. Measure the impact on conversions

2. Determine short-term and long-term effects

3. Make data-driven decisions for future optimizations


As a business owner, you need to remember that your goal is to grow by getting more customers to buy. Be sure to show your team a clear CRO plan based on facts and focus on changes that will make the biggest difference quickly. Once everyone is on board with the same focus, they can work towards real improvements in your business.


How to Know Your CRO Plan Worked

After making changes to your website, look for these signs: 


1. Visitors find things easily

  • People quickly get what they came for


2. Your site speaks to customers

  • It answers their questions

  • Uses words they understand

  • Shows why your product is great


3. Fewer problems for customers

  • Less confusion

  • Easier to use

  • More people buy or sign up


4. Happier customers overall

  • Better feedback in surveys (Higher CSAT or NPS scores)

  • People come back more often

  • Customers tell friends about you


Take Home



Image credits: https://seoguarantee.com/

Always remember that improving your website is an ongoing process. Keep looking for the next thing to improve. By consistently listening to your customers and simplifying their experience, you'll ensure that your website remains effective and user-friendly. After all, happy customers will always stick around, so make every experience count.


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