How to Create a Conversion Optimization Plan Everyone Understands

How to Create a Conversion Optimization Plan Everyone Understands

Process for conversion rate optimisation

What is a conversion optimization plan?

Conversion rate optimization (CRO) is the practice of modifying websites in order to increase their effectiveness at turning visitors into customers. CRO is just one of the many available strategies for improving website performance. Some include pay-per-click advertising (PPC), search engine optimization (SEO), social media marketing (SMM), and others. The main difference between these other methods and CRO is that the former aim to increase overall website traffic. Whereas the latter tries to leverage existing traffic more effectively.

In practical terms, CRO involves a whole range of activities. Such as: Setting performance goals, Identifying conversion-related website issues, Designing A/B tests, and more. Coordinating these activities is crucial for the successful implementation of CRO. You should always have a systematic CRO plan in place before you start tinkering with your website.

This can be challenging if you have no previous experience. We have covered each step of the process of formulating a CRO plan, so you can start writing one as soon as you’re done reading. 

1. Stress the Importance of Customers for CRO

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At its core, conversion rate optimization is all about understanding your target audience, and enacting website changes that reflect this knowledge. This is the first point you have to bring across with your CRO plan. However, this is easier said than done. From a layman’s perspective, it can be a little hard to tell how changing the hue of a button can determine whether a visitor will convert into a customer. To counteract this, your plan needs to contain a thorough explanation of how CRO works. 

Start by pointing out that CRO is essentially the process of creating a quality user experience (UX). The purpose of guiding potential customers through each step of the conversion funnel. In order to generate a satisfying UX, every element of your website should be carefully designed to match customer expectations and needs.

In addition to highlighting the customer-centric nature of CRO, your plan should also provide relevant customer data to illustrate your points. The measures you plan on implementing for CRO purposes will make much more sense to your team if they are on the same page.

2. Keep Everyone in the Company Involved

Companies trying to implement CRO often run into the problem of having different departments get in each others way. A measure that is beneficial from the perspective of a content marketing professionals, can create problems for in-house web designers, and vice versa. These kinds of conflicts can arise at any point during the CRO process. Having a plan that accounts for this can go a long way towards addressing them.


Make sure that your plan outlines your company’s vision and set a single CRO goal that closely relates to this vision. This ensures each department or team will be working towards influencing the same metrics. It helps avoid different teams making changes that are conflicting. By having a single measurable goal individual teams can more easily take ownership of CRO without the need for continuous oversight from any central CRO team.


Communicate your plan to stakeholders and throughout your organization to keep people informed and engaged in the CRO process.


Encourage every department to provide feedback. This will allow you to make adjustments on the fly, instead of waiting for things to go wrong first. It may also generate ideas for new changes or experiments. Each department will have a different perspective on CRO than your team.


Stress the importance of CRO at every junction of the process. CRO requires effort from your entire web division. It is up to you to keep the momentum going.

3. Specify Key Performance Indicators 

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Your CRO initiative could be a great success. If you have no means of quantifying the benefits, you will have nothing to show for your effort. For this reason, you should always agree beforehand how you will calculate the monetary benefit of your efforts. This will help you identify the key performance indicators (KPIs) which you will be using to measure the success rate of the CRO process. These should closely relate to your overall CRO goal.

Possible KPIs include:

The more of these you keep track, the better equipped you will be to determine the success of your CRO campaign. KPIs should always be in a prominent spot in your plan documentation, so everyone involved can see them at a glance. By clearly communicating project KPIs, you will ensure that both short-term and long-term goals are being met.

While we are on the topic of KPIs, the one thing you should always avoid is chasing vanity metrics. These are performance indicators that look meaningful on the surface, but are actually irrelevant to your bottom line. An example would be social media likes and upvotes. While having more likes is certainly not detrimental to your online operation, this metric means very little in the context of CRO. A like is not a conversion, and as such it offers very little real benefits.

4. Agree a Structured Approach to CRO

It is important to have a systematic framework to follow for CRO. This improves your chances of success by ensuring consistency and encourages an evidence based approach to optimization. Conversion Uplift use an 8 step approach to CRO which begins with setting up analytics to measure your performance. If you are unable to measure something it’s difficult to know whether you are improving or not.

Before moving onto different stages of optimization. It is essential to ensure your site is working well and is not full of bugs or takes too long to load. Such problems can destroy your credibility with potential customers. That’s why a technical analysis of your site is essential and will often identify major reasons why your conversion rate is sub-optimal.

Another important step:

Conducting an heuristic evaluation of your website pages or app screens. This is an expert led assessment of the user experience and helps identify potential areas of concern. Other steps in the framework include voice of customer research, web analytics and usability testing. Each of these steps allows you to see a different piece of the user experience jigsaw. By employing this framework you will get a comprehensive view of the user experience and identify many areas for improvement.

5. Create a Testing Calendar

If your site has sufficient traffic and conversions you can use split testing to further improve your site’s performance. To run a split test or an A/B test, you first need to create two variants of a particular page on your website. Each experience should contain a different version of a particular element, such as heading or a button.

When a visitor follows a link to the original page (known as the default), they will be randomly allocated to be served either the default or the new variant. This process happens so quickly that users won’t be aware that they may have been redirected to a new page. This means that if your new variant performs significantly better than the default you can be confident that the difference is due to the new design rather than any other factors.

Based on the results of these tests, you will be able to glean insights about what design elements improve conversions, reduce conversions or have no influence on conversions. There are six types of tests that you can run to inform your optimization program.

These include:

Innovation tests where you create a completely new experience

Location tests where you move assets around on a page to find where they are most influential to conversions.

In order to keep track of when and how each test will be performed, you will need to include a split testing calendar in your CRO plan.

First put all the tests you plan on performing in a list or spreadsheet.

Then, prioritize tests according to a logical framework, such as PIE (Priority Importance Ease).Schedule the tests across a calendar, giving each at least two weeks of running time. To allow for different behaviour at the weekend you should always allow tests to run for a minimum of two weekends.

6. Develop Training Materials

How should you go about accomplishing this? This is where training materials come into play. These include manuals, brochures, guides, and even dedicated training environments which are used for educational, training, and onboarding purposes.

The best way to make training materials is to write down everything you do as part of your CRO efforts. By ensuring that all CRO-related activities are documented, you will create a means of bringing new team members up to speed on your CRO plan. Conversely, without training resources, a business attempting to do CRO will find itself struggling when employees leave.

In general, providing free training has been associated with improved employee retention rates. People are always keen on improving their workplace-related skills. Making training materials and courses to help employees improve themselves is almost always a worthy investment. Training materials will also help reduce employee anxiety when there are routine changes.

Finally, sharing the same set of training materials with your CRO team will ensure that they all have a solid foundation in CRO and related fields. It will pay off down the line as they engage in different CRO campaigns.

7. Hold Regular Meetings

Meetings sometimes get a bad reputation in corporate culture, but they can be invaluable for CRO. Such meetings allow everyone in CRO to voice their opinions, report their progress, and discuss issues that might come up. Meetings are crucial for helping the members of a CRO team maintain their motivation. Especially those working remotely.

In addition to formal meetings, you should encourage team members to communicate through other channels as well. 

Such as:
  • Email
  • Instant messaging
  • Workshops
  • Lunch
  • Learn sessions or by means of collaboration software (e.g. Slack)

Bear in mind that not every meeting will be a success. Sometimes people will simply not be motivated enough to actively engage in a meeting, and this is usually fine. On the upside, some meetings might generate so much interest that you’ll find yourself discussing issues until late in the evening.

In addition to the core CRO team, you should also invite people from other departments. Employees working on search engine optimization, social media marketing, content marketing, web design, etc. should all be present at meetings. Also, be sure to send the meeting agenda to everyone ahead of time, so they know what to expect. 


While CRO may be only a small subset of digital marketing as a whole. Running a dedicated CRO strategy can impact your entire company. In order to handle the process, you will need to develop a CRO plan as your first priority. Each company will have a slightly different CRO plan. As long as you stick to the guidelines which we have outlined above, you will be able to create one that your entire team will have no problem understanding

More reading

What You Need To Know About Consumer Behaviour

Digital Marketing Strategy: How to Structure A Plan?


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