How to Keep Your Conversion Optimization Process Organized

conversion optimization process organized

conversion optimization process organized

I have a confession. I’m a control freak. I get extremely nervous when I don’t tick everything off my to-do list for more than a day. I also need to know what my team is doing at a given hour.

What I believe in James Cash Penney speak:

No business can succeed to any great extent without being properly organized.

However, there are areas of marketing that are extremely difficult to organize. Conversion optimization is one of them. There’s often a lot of people and third-party tools involved, and many tasks take weeks to complete.

I have a few tricks I’m using to make my conversion optimization more organized and efficient. Here you are:

1. Turn conversion optimization into a check-list that can be done with Serpstat.

Conversion optimization is an ongoing process that includes many steps and tactic . It includes a lot of analysis, design and testing. And you can never really think you’re done.

With that in mind, how can you organize the process to actually get the work done?

I am a huge fan of to-do lists and checklists.

When it comes to conversion optimization, your task management solution needs to include a solid collaboration component that allows different members of the experts to contribute their opinions. , supervise their own tasks and complete them.

Serpstat is a multi-featured marketing platform that, in addition to other useful features, also offers collaboration and task management features. I love using it to manage marketing-related to-do lists because I like to keep everything under one roof. With Serpstat, you can maintain SEO, PR and conversion optimization in one project.

Add your website as a project and from there proceed with all sorts of checklists — from analytics and more. You can create a separate conversion optimization checklist to keep your team informed and get the job done efficiently:

serptstat checklist

Your conversion optimization process may be slightly different from mine, but here are some tasks that you may want to include in your checklist, including:

  • Determine the visitor’s path: How and why do people get to your landing page, and how can you better serve them? Where does your user experience start?
  • Define user intent (especially when it comes to organic traffic)
  • User personality development ( This is a useful guide on how to do that)
  • Visualize your sales channel(s)
  • Optimize your landing page copy ( Here is a basic tutorial on how to create copy optimized for conversions)
  • Define primary (sales) and secondary (opt-in, survey completion, etc.) call to action
  • Set up your selected CTA plugins ( here is a good list of them )
  • Design lead generation forms
  • Cre ate several versions of your landing page based on user path and user personality
  • Set up your goals in Google Analytics
  • Conduct usability testing
  • Evaluate your competitors’ calls to action and take notes for future improvement of your site
  • Set up A/B testing procedures, etc.

2. Organize and nurture your leads with Salesmate.

In my task list above, you may have noticed that I included the types of incoming calls you might want to add to your landing page. The problem is, no matter what you’re selling, most of your website visitors won’t be ready to buy right away.

The majority of your website visitors will need some time to research all options, compare prices, or wait for a more suitable moment. Therefore, the sub-call to action is very important. You need to give your website visitors an option to leave some kind of contact details so that you remind them of your brand later and convince them to eventually go down your sales funnel.

There may be different types of actions you might want to trigger here:

  • Users may be prompted to opt-in to receive your newsletter or special offers
  • You may want them to follow your brand on social media
  • People may be asked to complete a quick survey, etc.

With that said, there can be many types of leads to nurture, including:

  • Social media followers
  • People mention your brand on social media or on the web in a positive or negative way
  • Email Subscribers
  • People who completed your survey and seemed satisfied with their initial experience
  • People who completed the survey and seemed unsatisfied with their initial experience, etc.

How can you effectively organize all the different types of leads to ensure that you are personalizing their experience? You need a solid customer relationship management solution. Fortunately, there are a good few of them available.

Salesmate is the lead nurturing solution I’m using to capture and curate my leads. It has a ton of integrations that allow you to import social media followers, email subscribers, survey participants, etc. From there, you can designate your team to address different types of leads difference.

salesmate task automation

I love how it makes the sales process look clean and uncluttered, allowing your team to take each customer one by one.

3. Combine everything with Cyfe.

Conversion optimization involves a lot of tracking and re-evaluation. You can set up a recurring task to check your stats on a monthly or weekly basis, but you should also create a dashboard to get an overview of your health and save time Access to-depth reports.

I use Cyfe to track all kinds of statistics including social media growth and brand mentions. It is also very useful for tracking all kinds of metrics and conversion optimization tasks. Here are some useful conversion optimization metrics you’ll find inside:

  • Google Analytics Goals
  • Hubspot
  • Sales force
  • PayPal
  • Shopify
  • Zoho CRM, etc

cyfe sales conversions

Cyfe also makes it easy to keep your team up to date on all kinds of important tasks and alerts because you can share the dashboard with your team.

How do you keep your conversion optimization process organized?

By Nguyen Manh Cuong

Nguyen Manh Cuong is the author and founder of the nguyendiep blog. With over 14 years of experience in Online Marketing, he now runs a number of successful websites, and occasionally shares his experience & knowledge on this blog.

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