Image of 8 step process for conversion rate optimization

8 Steps Guaranteed To Boost Your Conversion Rate.

How To Optimize Your Website:

The biggest mistake that people make when they begin website optimization is not having a well-defined process to ensure a robust and systematic approach to improving revenues or other key metrics for their website.

Without such a process you are almost certainly going to fail to fully utilise you’re A/B testing tool and achieve consistent and sustainable gains in your conversion rate. Follow this eight
step approach below and you are much more likely to see measurable and significant benefits from website optimization.

Step 1. Start Measuring Visitor Behaviour.



Image of Webtrends Analytics homepage


You can’t improve what you don’t measure. It’s critical that
you have web analytics on your site to monitor unique visitor numbers on all your pages and begin measuring conversion goals such as downloads, registrations, add to basket and other relevant transactions.

If you don’t have any budget get Google Analytics as there is a free version that will meet most of your needs. It only takes a few minutes to insert a line of JavaScript into your HTML. You can also check out my post on the importance of web analytics for a list of other solutions.

Once you have your web analytics integrated and goals set up
you can start to see what visitor numbers you have on different pages and how your conversion rate varies from one page to another.  This will help guide you to focus on those pages that matter and where you can conduct A/B tests to measure the impact of
your optimization activity.

Step 2. Heuristic Analysis:


Image of lift model


I use the Widerfunnel Lift Model to undertake an experience-based evaluation of the potential shortfalls of a website.  This is best
carried out in a group of 3 or more people to benefit from the different experience and skills in your organisation. Involve people from key areas of the business that assist you in the process of making changes or developing new designs.

Bringing in people from other areas will help get their buy-in to the changes proposed and they are also likely pass on their enthusiasm for optimization to some of their colleagues. This may make the
whole testing process run more smoothly as people generally respond positively to a collaborative approach.

Beginning with pages that have most visitors and potential for improving conversion go through a heuristic analysis as follows:

1. Value proposition –  What is your value proposition  communicating to visitors, both in terms of points of difference from your competitors and from a psychological perspective to motivate them.

2. Relevance – how relevant is the content to the user, does it meet their expectations, how does it relate to the source of traffic?

3. Clarity – how clear are your messages, what the next steps are, the visual hierarchy and CTAs?

4. Friction – what about the page could create anxiety, doubts or concerns among visitors

5. Distraction – what content is not assisting conversion and may be distracting visitors?

6. Urgency – does the page create a sense of urgency to take
action now rather than later?

Step 3: Technical Analysis:


Image of bug deer


Ok, so your site is slow to load, you have a few bugs on your website and intermittent downtime. Poor load speed, bugs and outage time
create anxiety and frustrations which will destroy trust and credibility in your site. Unless you fix these problems first you will not fully benefit from improvements to your site.  It is imperative that you give priority to resolving these issues before trying to optimise your site via A/B testing and improvements in functionality.

There are some great tools like BugMuncher that can
help you identify issues with your customer experience. BugMuncher automatically allows your visitors to capture and send you a screen shot of the offending page. It also provides full technical details, such as the browser and plugins that the visitor is using, together with how they arrived at that page.



Loadspeed is important because we all have limited patience
and many visitors will exit your site if it takes more than a second or two to load. Google rankings also take into account site speed and so your SEO may suffer if you have a slow loading site.

Go into your Google Analytics account and select Behaviour
> Site speed > Page timings. Choose the Document interactive time as your key metric as this measures the time it takes for the site to be usable. This is more relevant than the content load time as that measures the number of seconds until every element on the page has been loaded.

As a rule of thumb if your site loads within 3 seconds that is pretty good performance. More normal is between 4 to 7 seconds, but don’t be satisfied with that, look to reduce it. Anything more than 7 seconds and you definitely should be looking to take action to reduce the time your visitors have to wait to interact with your website.  Begin by looking at those pages with the highest amount of visitors so that you focus on where you can have most impact.

Google Analytics load speed report

Use Google Developers PageSpeed Insights or alternative
 to investigate how to improve page load times. Put your score into context create a league table by getting your competitors’ speeds for a comparative page.  This will also identify which competitors have the fastest loadspeed and so you can explore how they achieve such quick interaction times.

Cross-Browser and Device Testing:

Despite our best intentions it is unlikely that your website user experience and functionality will work perfectly for all browsers and devices. Use your web analytics to see how your conversion rate varies for each type of device by all browsers you support. This will help identify where your customer experience and functionality is not what it needs to be for each device. Running reports across device is not sufficient as averages will hide the real performance of your site.

Use one of the many cross-browser testing tools on the market to evaluate how your site behaves in each of the browsers you support.  These tools will save you a lot of time and money be allowing you to quickly see images of your website across multiple devices and browsers. homepage

Step 4: Web Analytics:

Web analytics provide indicative data on visitor numbers and
behaviour. Don’t assume your web analytics are measuring everything perfectly and where possible use multiple analytics tools to validate your findings. You are bound to find some issues with how your analytics are set up, and get your developers to investigate and rectify these problems when you can.


Google Analytics homepage

Averages lie so always segment your reports using appropriate metrics such as user type, source of traffic, demographics etc.  One you have set up goals, segments and events in your web analytics you should also establish conversion funnels to identify drop-off points.

Always have a clear question or hypothesis to challenge before you start generating reports using your web analytics. This will help avoid you producing interesting but not actionable data.  With your web analytics you should be seeking to answer questions like:

  • Where do most visitors arrive on my site?
  • What are the most popular user flows on my site?
  • What are the conversion rates for the most frequently
    visited pages by new and returning visitors?
  • Where are the biggest drop-off points in user journeys?
  • What is the impact and performance of every widget and
    feature on a page?
  • What are the demographics of your visitors and how do their
    conversion rates compare for your pages with the highest amount of traffic?

Step 5: Visual Analytics.

To get a more visual perspective of how your visitors interact with your pages get access to heatmaps, session recordings and form
analytics for your site.  The main providers such as Click Tale, Decibel Insight SessionCam and new start-up Hotjar are summarised in my post on visual analytics solutions.

Hotjar Analytics homepage

Many offer free plans that allow you to check out their service without any obligation. These tools can provide invaluable insights into user behaviour and engagement on your website. The main services that are worth getting access to are:

Mouse movement and click heatmaps:

These heatmaps provide an indication of where specifically on a page users focus their attention, what they hover over and what they click on. You can usually include the average fold height and scroll reach on the heatmap to see how this impacts upon user behaviour.  If visitors are not clicking on a CTA or widget on the page this will show you what they are engaging with.  Use these heatmaps to challenge or support your heuristic evaluation of a page. But make sure you have a sufficiently robust sample size, usually around 2,000, but ideally more like 5,000 visitors, to provide a reliable measure of user behaviour. heatmap

Scroll and attention heatmaps:

Scroll heatmaps show a visual representation of the proportion and time visitors spend scrolling down the page before they navigate
away. They confirm if your page is encouraging users to go below the fold and what proportion of visitors see each section of the page.

Attention heatmaps are similar except they are configured to show a visual representation of how long visitors spend on each part of the page.  Knowing the drop-off rate of visitors as they go down the page helps you understand how much visibility different elements of
your page are receiving and whether you need to move or change content on the page.

Session recordings:

Watch video recordings of individual user sessions to gain a
better understanding of how visitors interact, scroll, click and navigate on your site. Examine real visitor behaviour that is not inhibited by test conditions and will allow you to identify areas where sign-posting, information architecture and navigation are sub-optimal. session recordings

Most tools offer advanced search filtering to allow you to find videos of customers who complete or drop out of pre-defined or post-defined business process, scenario or funnel.  This can include registration form or check-out abandonment.

Form analytics:

This is a must for any website that has any type of registration or information collection process. Form analytics provides metrics
of how effective and easy to complete your form is and gives you a breakdown of each field within it.

Typically form analytics allow you to measure the overall completion rate of your form, abandonment rate, engagement rate, time from start to form completion, time spent in each field, which fields are most often abandoned, which fields are most frequently left blank when the form is submitted and what order are fields filled out. You should also be able view session recordings of visitors completing or abandoning your form.

Step 6: Voice Of The Customer Feedback.

Your most important source of feedback on the performance of
your site is your visitors. Your site is designed for them and so their
expectations and understanding of your site are paramount.  Whatever you do though, don’t use focus groups as this is an online experience and it is important that you retain that context.

The best time to ask people questions about your website is
when they are navigating their way around it and can provide an immediate and accurate view of what they think about it. The human brain is notoriously poor at recalling details after an event, so concentrate on people who are browsing to understand the issues they face when trying to complete a task.

Onsite Surveys:

There are many online voice of the customer tools such as
Surveymonkey,  Feedbackify and also visual analytics supplier HotJar.  These tools enable you to place a widget on your site to ask visitors to participate in surveys.

People come to a website with a task in mind and so you should aim to use these tools to discover more about what they are trying to achieve, whether they completed their objective in full and what barriers they hit during their user journey.  This should help you generate ideas for improvements and may support your earlier heuristic analysis.

Exit and abandonment surveys:

Carrying on with the theme of capturing feedback in the moment of the experience, exit and abandonment surveys are also powerful ways of gathering insights about a specific event. Whether they are about close their browser or have abandoned their basket invaluable insights may be gleaned from engaging them with a feedback form at this critical moment in the user journey.

Live Chat:

If you have a live chat facility on your website this can also be used to gather voice of the customer feedback. This could be as simple
as asking your chat hosts about what visitors have most problems with or use it to specifically engage in qualitative research.

Virgin Atlantic Live Chat Window

Give your chat hosts a few simple open ended questions to ask visitors on certain pages or processes and see what they come back with. You will be surprised how keen visitors can be to give feedback to someone who is keen to listen.

Email Surveys:

For recent customers where you have their email address you
have the advantage of being able to send them links to a survey. As they are relatively new customers focus more on understanding their perception of your value proposition. What attracted them to your website, what do they see as its strengths, and which competitor’s sites do they also visit or buy from? This can improve your understanding of what areas of your value proposition may
attract new customers to your site.

The key thing to remember about surveys though is to ensure
you get a larger enough sample size to provide reliable data. Unless you get at least a minimum of 100 responses you may be in danger of putting too much weight on the views of a small section of your customer base.  Try and collect some demographic data in your
questionnaire so that you can compare the profile of respondents with your overall target audience. This will help you understand how representative your respondents are of your overall visitor base.

Step 7: Usability Testing:

As Steve Krug mentions in his classic book about usability Don’t make me think, one user testing your site is better than no users.  However, try not to rely on people in the office to test your site as there are likely to be too close to your website and probably won’t be representative of your average user.

If you decide to recruit people to do usability testing in a lab or meeting room make sure you observe and listen to what people say, rather than asking direct questions. People are very good at post-rationalising decisions they make, but this won’t necessarily reflect how they behave in reality.

There are many online usability testing tools that allow you
to recruit people remotely, whether to evaluate a new design or your existing website. It’s important here to give respondents a suitable task to complete so that you have a clear understanding of the context of their feedback.

You can use a tool such as Hotjar to recruit visitors yourself and then arrange to share screens via Skype. Alternatively you may prefer to employ an online usability provider such as  to recruit and conduct the research for you. There are also companies such as who will provide a comprehensive suite of usability services from card sorting to help with website architecture to full site usability testing. See my post on how to do usability research to improve conversions for more details.


Usability Hub

If you prefer to watch videos of your real users talking about your website or evaluating new designs you may want to consider Whatusersdo or UserBob. Video can be very powerful with your stakeholders to bring issues to life from the user’s perspective.

Step 8: Evaluate & Prioritise.

Now list all your ideas, issues and opportunities and place
each of them in one of five categories.

1. Test: Where there is a clear opportunity to test an idea
to improve conversion. You may have some strong hypothesis, but if it’s not a no brainer for everyone you may require evidence to get resource to implement or to convince colleagues that it will increase conversion significantly enough. Where the idea affects a business critical process (e.g. check out) you should test it to manage the risk that it could reduce rather than improve conversion.

2. Measurement:  Where
you find problems in your analytics and reporting that mean you can’t track everything you need for evaluating the performance of your website.

3. Create a hypothesis: You’ve identified an issue with a
page or a journey but there is no clear solution to the problem.  This will benefit from gathering more data and collaborating with other people in the organisation to generate hypothesis that can form the basis for a test plan.

4. Implement: This may be a no-brainer or a small opportunity
to improve conversion. Where there is little, if any, risk to conversion and it requires little effort to fix then you are best implement it rather than waste valuable resource testing it.

5. Investigate: Where you are not sure what the nature of the
problem is or you need to do more testing to better understand the journey. This will often also require more data collection, whether it is web analytics or Voice Of the Customer.

Next we undertake a process of prioritisation to ensure we
use our time and resource on those items that will have most impact on revenues or whatever your key performance indicator is.  This should help your ROI as you begin with the issues that can have a big impact and leave the less salient ideas to another day.

To rate individual ideas I use the Widerfunnel approach of  evaluating issues on the basis of PIE (Performance, Impact and Ease). See my post on how to prioritise A/B testing ideas for details, but you can use these criteria for quickly rating each item on a scale of 1 to 5.

Performance is about how bad the page is now, is there potential for a big improvement. Your heuristic analysis should have identified
these pages as having fundamental problems.

Importance is measured by the number of visitors going to
this page and the cost of traffic that you send their.

Ease is about how much time and effort it will take to fix it or develop a test variant.  If it’s going to take a number of months to get the resource and it could be difficult to implement then you need to give this item a lower rating so that you can get on with some of the important but easy things to fix.


Once you have completed this process you should have many
potential items to fix, test or investigate and this will allow you to increase your test run-rate and focus on the things that really have an impact.  Repeat this process every few months depending upon how quickly you get through your list of actions.

I would also consider presenting a summary of your findings
and the items that you plan to test or fix to your senior stakeholders. This will help-ensure you have buy-in from them which may be important if you are going to test anything that challenges existing brand values or other politically sensitive aspects of the site.

Thank you for reading my post. I hope you found this post useful and if you did please share using the social media links at top and bottom of this page.

You can view my full Digital Marketing and Optimization Toolbox here.

To browse links to all my posts on one page please click here.

Further reading:

You Should Test That: Conversion Optimization for More Leads, Sales and Profit or The Art and Science of Optimized Marketing


Peep Laja outlines a comprehensive process for website optimization in his post ‘How to come up with more winning tests using data’.

  • About the author:  Neal provides digital optimisation consultancy services and has worked for  brands such as, and  He identifies areas for improvement using a combination of approaches including web analytics, heuristic analysis, customer journey mapping, usability testing, and Voice of Customer feedback.  By  aligning each stage of the customer journey  with the organisation’s business goals this helps to improve conversion rates and revenues significantly as almost all websites benefit from a review of customer touch points and user journeys.
  • Neal has had articles published on website optimisation on  and as an ex-research and insight manager on the GreenBook Blog research website.  If you wish to contact Neal please send an email to You can follow Neal on Twitter @northresearch and view his LinkedIn profile.

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