Before we kick off a Conversion Management engagement, we need a clear picture of who you are, what you're trying to accomplish, and where your traffic comes from. The answers below feed directly into your audit and strategy.
This takes about 10 minutes. You don't have to fill in every field — answer what you know. If you're unsure of a number, give us your best estimate.
1
Section 1 of 4
The Basics
Who you are and how to reach you.
2
Section 2 of 4
Your Business
The fundamentals — what you sell, who you compete with, and how you make money.
Time in business, focus, major changes, growth.
Why a customer should choose you over the alternative.
The single thing that sets you apart in the market.
What you sell and approximately what percent of revenue each line contributes.
Any government or industry regulations that affect your marketing or site? (Type "N/A" if none.)
Financial, web design, development, internal time, etc.
3
Section 3 of 4
Goals & Success
What "winning" looks like to you — so we know what we're optimizing toward.
Cost per lead, cost per sale, ROAS, MQLs, anything else you track closely.
Drop in leads, rising CPCs, a redesign coming, a new launch — what brought you here.
Primary and any secondary conversions — form fills, calls, demos, purchases, walk-ins.
Approximate dollar value of a customer over the life of the relationship.
4
Section 4 of 4
Traffic
Where visitors come from, how they behave, and what they do when they get there.
