Funnel and analytics diagnosis
This covers traffic source review, landing page intent, event tracking, funnel drop-offs, CRM progression, lead quality indicators, ecommerce checkout paths, and dashboard gaps. Activities include data access review, baseline mapping, KPI definition, and opportunity scoring. Inputs include analytics access, campaign context, website URLs, CRM fields, and business goals. Deliverables may include an audit, measurement plan, and prioritised backlog. Technology involvement may include GA4, tag managers, CRM systems, ecommerce platforms, dashboards, and heatmap tools. Value depends on data reliability, traffic volume, and stakeholder access.
Outputs: baseline map, KPI notes, tracking gaps.
Dependencies: analytics access, accurate goals, platform permissions.
Exclusions: statutory analytics compliance advice unless separately agreed with qualified advisors.
UX, content, and journey improvement
This covers page hierarchy, call-to-action clarity, form design, checkout steps, trust evidence, objection handling, mobile experience, accessibility barriers, and content alignment with customer intent. Activities include journey mapping, wireframe notes, copy recommendations, page section planning, and experience review. Inputs include product details, customer segments, brand guidelines, existing assets, sales objections, and support questions. Deliverables may include page recommendations, copy blocks, experience notes, and implementation-ready briefs. Business value depends on offer strength, audience fit, internal approvals, and design or development capacity.
Outputs: copy guidance, page structure, journey notes.
Dependencies: offer clarity, brand assets, user insight.
Exclusions: full rebrand, product redesign, and legal claim approval unless scoped.
Testing, implementation, and quality control
This covers experiment planning, prioritised hypotheses, implementation briefs, design handoff, front-end support, QA checks, tracking verification, and controlled rollout planning. Activities can include test backlog development, platform setup support, page change coordination, device checks, form testing, and stakeholder review. Inputs include development access, platform limitations, approval roles, risk tolerance, and test traffic requirements. Deliverables may include a test plan, implementation checklist, QA report, and release notes. Technology involvement depends on CMS, ecommerce platform, A/B testing tool, tag manager, CRM, and deployment workflow.
Outputs: test backlog, QA checklist, release notes.
Dependencies: technical access, traffic volume, approval cadence.
Exclusions: guaranteed statistical significance or revenue uplift.
Reporting and managed optimisation
This covers executive reporting, KPI dashboards, experiment review, insight summaries, monthly planning, and continuous backlog management. Activities include data review, meeting preparation, performance interpretation, stakeholder updates, and optimisation recommendations. Inputs include business objectives, historical data, reporting preferences, CRM results, customer feedback, and current campaign plans. Deliverables may include dashboards, scorecards, monthly reports, experiment summaries, and decision logs. Business value depends on ongoing data quality, traffic consistency, implementation discipline, and shared ownership between teams.
Outputs: dashboard, scorecard, insight summary.
Dependencies: reliable data, clear ownership, regular review.
Exclusions: attribution certainty where source data is incomplete.