CRO Methodology
Scientific, customer-centric approach to conversion rate optimization based on the CRE Methodology™.
Core Philosophy
Don't guess—discover. The methodology rejects "best practices" and "magic buttons" in favor of evidence-based optimization. Extraordinary improvements come from understanding WHY visitors don't convert, not from copying competitors or applying generic tips.
Scoring
Goal: 10/10. When reviewing or creating landing pages, funnels, or conversion flows, rate them 0-10 based on adherence to the principles below. A 10/10 means full alignment with all guidelines; lower scores indicate gaps to address. Always provide the current score and specific improvements needed to reach 10/10.
The 9-Step CRE Process
- Define Success Metrics
Align goals with business KPIs. Don't jump to testing—first understand what success looks like. Identify which metrics actually matter (revenue, not just clicks).
- Map the Conversion Funnel
Visualize every step from first impression to thank-you page. Identify:
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Blocked arteries: High-traffic paths with underperformance
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Missing links: Gaps in the funnel (no referral program, no email sequence, no upsells)
- Understand Visitors (The Critical Step)
Answer: "Why aren't visitors converting?" Research in three areas:
a) Visitor types & intentions
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New vs. repeat visitors
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Traffic source behavior
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Buyer journey stage
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Intent signals
b) UX problems (willing but unable)
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Browser compatibility
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Page speed
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Navigation clarity
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Form usability
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Error messages
c) Objections (able but unwilling) Use surveys, chat logs, support tickets to capture the "voice of the customer." See OBJECTIONS.md for O/CO framework.
- Gather Market Intelligence
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Analyze competitors
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Monitor social media, reviews
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Transfer winning strategies from other industries
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Identify positioning opportunities
- Find Hidden Persuasion Assets
Every company has overlooked proof elements:
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Testimonials not displayed
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Awards not mentioned
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Statistics not highlighted
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Guarantees not prominent
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Team credentials hidden
Create a "wish list" of assets to acquire.
- Create Experimental Strategy
Prioritize ideas using the ICE framework:
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Impact: Could this double conversion rate? (1-10)
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Confidence: How sure are we this will work? (1-10)
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Ease: How easy to implement? (1-10)
Critical: Make BOLD changes, not "meek tweaks." Small changes rarely reach statistical significance and waste resources.
See testing-methodology.md for detailed ICE scoring and prioritization.
- Design Challengers
Create wireframes based on research insights (not guesswork). Focus on:
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Headlines
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Introductory paragraphs
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Calls-to-action
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Objection handling
See COPYWRITING.md for persuasion techniques.
- Run Experiments
Use A/B testing platforms (Optimizely, VWO, etc.). For each test:
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Document hypothesis: "If we [change X], then [metric Y] will improve because [reason]"
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Define primary and guardrail metrics
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Calculate required sample size BEFORE starting
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Wait for statistical significance (95% confidence minimum)
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Run for at least one full business cycle (1-2 weeks)
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Promote winners to new control
See testing-methodology.md for statistical rigor and A/B vs. multivariate guidance.
- Scale Wins
Apply insights across:
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Other landing pages
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Ad copy
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Email sequences
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Offline materials
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Affiliate programs
Quick-Start Checklist
When optimizing any page:
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What is the ONE action visitors should take?
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Who are the visitors? What stage of buying journey?
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What are their top 3-5 objections? (Don't guess—research)
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What proof/counter-objections address each?
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Is the value proposition crystal clear in 5 seconds?
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Are there UX blockers? (speed, mobile, forms)
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What persuasion assets are missing or hidden?
Key Frameworks
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O/CO Table: Objection/Counter-Objection mapping. See OBJECTIONS.md
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Persuasion Assets: Proof elements inventory. See PERSUASION.md
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Funnel Analysis: Blocked arteries & missing links. See funnel-analysis.md
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Bold vs. Meek: Test big changes, not button colors. See testing-methodology.md
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ICE Prioritization: Score ideas by Impact, Confidence, Ease
Anti-Patterns (What NOT to Do)
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Copy competitors blindly
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Test button colors before understanding objections
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Assume you know why visitors leave
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Use "best practices" without validation
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Make changes based on HiPPO (Highest Paid Person's Opinion)
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Optimize individual pages without funnel context
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Give up after one failed test
Reference Files
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OBJECTIONS.md: O/CO framework, research methods, counter-objection techniques
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COPYWRITING.md: Headlines, proof elements, persuasive writing
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PERSUASION.md: Persuasion assets checklist, psychological triggers
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RESEARCH.md: Tools, survey questions, data analysis
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testing-methodology.md: A/B testing, statistical significance, ICE prioritization, multivariate testing
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funnel-analysis.md: Blocked arteries, missing links, industry funnels, cross-sell mapping
Further Reading
This skill is based on the CRE Methodology™ developed by Conversion Rate Experts. For the complete methodology, detailed case studies, and advanced techniques, read the original book:
- "Making Websites Win: Apply the Customer-Centric Methodology That Has Doubled the Sales of Many Leading Websites" by Dr. Karl Blanks and Ben Jesson