| Conversion audit | Analytics, funnel, page, form, checkout and UX review with prioritised issues | Audit report and findings workshop | Discovery and baseline review | Analytics access, goals, page list and business context |
| Funnel map | Journey stages, traffic sources, conversion actions, drop-off points and dependencies | Visual funnel map and metric table | Requirements assessment | Current funnel goals, CRM stages and ecommerce or lead data |
| Landing page recommendations | Information architecture, CTA hierarchy, offer clarity, proof placement and copy improvements | Page brief, wireframe notes and content blocks | Strategy design | Brand assets, approved claims, audience insights and objections |
| Experiment backlog | Prioritised hypotheses, expected impact, effort, risk, measurement needs and implementation notes | Backlog spreadsheet or project board | Solution design | Baseline data, platform constraints and stakeholder priorities |
| A/B test brief | Hypothesis, variant plan, audience, success metric, QA checklist and decision rules | Experiment brief | Testing setup | Traffic volume, development support and testing-tool access |
| Tracking specification | Events, conversions, parameters, source definitions, dashboard requirements and validation checks | Measurement plan and tracking brief | Setup | Analytics ownership, tag access and consent requirements |
| Implementation support | Design, copy, development coordination, QA, launch checks and change documentation | Project board, implementation notes and QA log | Production and release | CMS access, design approval and technical owner |
| Performance report | Observed results, interpretation, limits, recommendations and next test priorities | Report, dashboard or review deck | Reporting and optimisation | Reliable data, sufficient observation period and commercial context |
| Training and handover | Optimisation workflow, KPI definitions, experiment documentation and internal adoption guidance | Training session and documentation | Handover | Team attendance, process owner and ongoing responsibilities |
| Managed optimisation cadence | Regular prioritisation, page reviews, experiment planning, reporting and roadmap updates | Monthly review and optimisation roadmap | Ongoing support | Timely approvals, platform access and implementation capacity |