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Refactor remaining skills for progressive disclosure

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Phase 2 refactoring of skills >500 lines and medium-sized skills:

- paid-ads: 553 → 297 lines
  - Extract ad-copy-templates.md, audience-targeting.md, platform-setup-checklists.md

- analytics-tracking: 541 → 292 lines
  - Extract ga4-implementation.md, gtm-implementation.md, event-library.md

- ab-test-setup: 510 → 264 lines
  - Extract test-templates.md, sample-size-guide.md

- copywriting: 458 → 248 lines
  - Extract copy-frameworks.md (headline formulas, section types)

- page-cro: 336 → 180 lines
  - Extract experiments.md (experiment ideas by page type)

- onboarding-cro: 435 → 218 lines
  - Extract experiments.md (onboarding experiment ideas)

All skills now use progressive disclosure with references/ folders,
keeping SKILL.md files focused on core workflow while detailed
content is available when needed.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Corey Haines
2026-01-26 16:59:23 -08:00
parent c29ee7e6db
commit 98e74b79d7
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374
skills/ab-test-setup/SKILL.md
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@@ -14,20 +14,9 @@ If `.claude/product-marketing-context.md` exists, read it before asking question
Before designing a test, understand:
1. **Test Context**
- What are you trying to improve?
- What change are you considering?
- What made you want to test this?
2. **Current State**
- Baseline conversion rate?
- Current traffic volume?
- Any historical test data?
3. **Constraints**
- Technical implementation complexity?
- Timeline requirements?
- Tools available?
1. **Test Context** - What are you trying to improve? What change are you considering?
2. **Current State** - Baseline conversion rate? Current traffic volume?
3. **Constraints** - Technical complexity? Timeline? Tools available?
---
@@ -41,7 +30,6 @@ Before designing a test, understand:
### 2. Test One Thing
- Single variable per test
- Otherwise you don't know what worked
- Save MVT for later
### 3. Statistical Rigor
- Pre-determine sample size
@@ -67,81 +55,41 @@ for [audience].
We'll know this is true when [metrics].
```
### Examples
### Example
**Weak hypothesis:**
"Changing the button color might increase clicks."
**Weak**: "Changing the button color might increase clicks."
**Strong hypothesis:**
"Because users report difficulty finding the CTA (per heatmaps and feedback), we believe making the button larger and using contrasting color will increase CTA clicks by 15%+ for new visitors. We'll measure click-through rate from page view to signup start."
### Good Hypotheses Include
- **Observation**: What prompted this idea
- **Change**: Specific modification
- **Effect**: Expected outcome and direction
- **Audience**: Who this applies to
- **Metric**: How you'll measure success
**Strong**: "Because users report difficulty finding the CTA (per heatmaps and feedback), we believe making the button larger and using contrasting color will increase CTA clicks by 15%+ for new visitors. We'll measure click-through rate from page view to signup start."
---
## Test Types
### A/B Test (Split Test)
- Two versions: Control (A) vs. Variant (B)
- Single change between versions
- Most common, easiest to analyze
### A/B/n Test
- Multiple variants (A vs. B vs. C...)
- Requires more traffic
- Good for testing several options
### Multivariate Test (MVT)
- Multiple changes in combinations
- Tests interactions between changes
- Requires significantly more traffic
- Complex analysis
### Split URL Test
- Different URLs for variants
- Good for major page changes
- Easier implementation sometimes
| Type | Description | Traffic Needed |
|------|-------------|----------------|
| A/B | Two versions, single change | Moderate |
| A/B/n | Multiple variants | Higher |
| MVT | Multiple changes in combinations | Very high |
| Split URL | Different URLs for variants | Moderate |
---
## Sample Size Calculation
### Inputs Needed
1. **Baseline conversion rate**: Your current rate
2. **Minimum detectable effect (MDE)**: Smallest change worth detecting
3. **Statistical significance level**: Usually 95%
4. **Statistical power**: Usually 80%
## Sample Size
### Quick Reference
| Baseline Rate | 10% Lift | 20% Lift | 50% Lift |
|---------------|----------|----------|----------|
| Baseline | 10% Lift | 20% Lift | 50% Lift |
|----------|----------|----------|----------|
| 1% | 150k/variant | 39k/variant | 6k/variant |
| 3% | 47k/variant | 12k/variant | 2k/variant |
| 5% | 27k/variant | 7k/variant | 1.2k/variant |
| 10% | 12k/variant | 3k/variant | 550/variant |
### Formula Resources
- Evan Miller's calculator: https://www.evanmiller.org/ab-testing/sample-size.html
- Optimizely's calculator: https://www.optimizely.com/sample-size-calculator/
**Calculators:**
- [Evan Miller's](https://www.evanmiller.org/ab-testing/sample-size.html)
- [Optimizely's](https://www.optimizely.com/sample-size-calculator/)
### Test Duration
```
Duration = Sample size needed per variant × Number of variants
───────────────────────────────────────────────────
Daily traffic to test page × Conversion rate
```
Minimum: 1-2 business cycles (usually 1-2 weeks)
Maximum: Avoid running too long (novelty effects, external factors)
**For detailed sample size tables and duration calculations**: See [references/sample-size-guide.md](references/sample-size-guide.md)
---
@@ -155,228 +103,106 @@ Maximum: Avoid running too long (novelty effects, external factors)
### Secondary Metrics
- Support primary metric interpretation
- Explain why/how the change worked
- Help understand user behavior
### Guardrail Metrics
- Things that shouldn't get worse
- Revenue, retention, satisfaction
- Stop test if significantly negative
### Metric Examples by Test Type
**Homepage CTA test:**
- Primary: CTA click-through rate
- Secondary: Time to click, scroll depth
- Guardrail: Bounce rate, downstream conversion
**Pricing page test:**
- Primary: Plan selection rate
- Secondary: Time on page, plan distribution
- Guardrail: Support tickets, refund rate
**Signup flow test:**
- Primary: Signup completion rate
- Secondary: Field-level completion, time to complete
- Guardrail: User activation rate (post-signup quality)
### Example: Pricing Page Test
- **Primary**: Plan selection rate
- **Secondary**: Time on page, plan distribution
- **Guardrail**: Support tickets, refund rate
---
## Designing Variants
### Control (A)
- Current experience, unchanged
- Don't modify during test
### What to Vary
### Variant (B+)
| Category | Examples |
|----------|----------|
| Headlines/Copy | Message angle, value prop, specificity, tone |
| Visual Design | Layout, color, images, hierarchy |
| CTA | Button copy, size, placement, number |
| Content | Information included, order, amount, social proof |
**Best practices:**
### Best Practices
- Single, meaningful change
- Bold enough to make a difference
- True to the hypothesis
**What to vary:**
Headlines/Copy:
- Message angle
- Value proposition
- Specificity level
- Tone/voice
Visual Design:
- Layout structure
- Color and contrast
- Image selection
- Visual hierarchy
CTA:
- Button copy
- Size/prominence
- Placement
- Number of CTAs
Content:
- Information included
- Order of information
- Amount of content
- Social proof type
### Documenting Variants
```
Control (A):
- Screenshot
- Description of current state
Variant (B):
- Screenshot or mockup
- Specific changes made
- Hypothesis for why this will win
```
---
## Traffic Allocation
### Standard Split
- 50/50 for A/B test
- Equal split for multiple variants
| Approach | Split | When to Use |
|----------|-------|-------------|
| Standard | 50/50 | Default for A/B |
| Conservative | 90/10, 80/20 | Limit risk of bad variant |
| Ramping | Start small, increase | Technical risk mitigation |
### Conservative Rollout
- 90/10 or 80/20 initially
- Limits risk of bad variant
- Longer to reach significance
### Ramping
- Start small, increase over time
- Good for technical risk mitigation
- Most tools support this
### Considerations
**Considerations:**
- Consistency: Users see same variant on return
- Segment sizes: Ensure segments are large enough
- Time of day/week: Balanced exposure
- Balanced exposure across time of day/week
---
## Implementation Approaches
## Implementation
### Client-Side Testing
**Tools**: PostHog, Optimizely, VWO, custom
**How it works**:
### Client-Side
- JavaScript modifies page after load
- Quick to implement
- Can cause flicker
- Quick to implement, can cause flicker
- Tools: PostHog, Optimizely, VWO
**Best for**:
- Marketing pages
- Copy/visual changes
- Quick iteration
### Server-Side Testing
**Tools**: PostHog, LaunchDarkly, Split, custom
**How it works**:
- Variant determined before page renders
- No flicker
- Requires development work
**Best for**:
- Product features
- Complex changes
- Performance-sensitive pages
### Feature Flags
- Binary on/off (not true A/B)
- Good for rollouts
- Can convert to A/B with percentage split
### Server-Side
- Variant determined before render
- No flicker, requires dev work
- Tools: PostHog, LaunchDarkly, Split
---
## Running the Test
### Pre-Launch Checklist
- [ ] Hypothesis documented
- [ ] Primary metric defined
- [ ] Sample size calculated
- [ ] Test duration estimated
- [ ] Variants implemented correctly
- [ ] Tracking verified
- [ ] QA completed on all variants
- [ ] Stakeholders informed
### During the Test
**DO:**
- Monitor for technical issues
- Check segment quality
- Document any external factors
- Document external factors
**DON'T:**
- Peek at results and stop early
- Make changes to variants
- Add traffic from new sources
- End early because you "know" the answer
### Peeking Problem
Looking at results before reaching sample size and stopping when you see significance leads to:
- False positives
- Inflated effect sizes
- Wrong decisions
**Solutions:**
- Pre-commit to sample size and stick to it
- Use sequential testing if you must peek
- Trust the process
### The Peeking Problem
Looking at results before reaching sample size and stopping early leads to false positives and wrong decisions. Pre-commit to sample size and trust the process.
---
## Analyzing Results
### Statistical Significance
- 95% confidence = p-value < 0.05
- Means: <5% chance result is random
- Means <5% chance result is random
- Not a guarantee—just a threshold
### Practical Significance
### Analysis Checklist
Statistical ≠ Practical
- Is the effect size meaningful for business?
- Is it worth the implementation cost?
- Is it sustainable over time?
### What to Look At
1. **Did you reach sample size?**
- If not, result is preliminary
2. **Is it statistically significant?**
- Check confidence intervals
- Check p-value
3. **Is the effect size meaningful?**
- Compare to your MDE
- Project business impact
4. **Are secondary metrics consistent?**
- Do they support the primary?
- Any unexpected effects?
5. **Any guardrail concerns?**
- Did anything get worse?
- Long-term risks?
6. **Segment differences?**
- Mobile vs. desktop?
- New vs. returning?
- Traffic source?
1. **Reach sample size?** If not, result is preliminary
2. **Statistically significant?** Check confidence intervals
3. **Effect size meaningful?** Compare to MDE, project impact
4. **Secondary metrics consistent?** Support the primary?
5. **Guardrail concerns?** Anything get worse?
6. **Segment differences?** Mobile vs. desktop? New vs. returning?
### Interpreting Results
@@ -389,84 +215,15 @@ Statistical ≠ Practical
---
## Documenting and Learning
## Documentation
### Test Documentation
Document every test with:
- Hypothesis
- Variants (with screenshots)
- Results (sample, metrics, significance)
- Decision and learnings
```
Test Name: [Name]
Test ID: [ID in testing tool]
Dates: [Start] - [End]
Owner: [Name]
Hypothesis:
[Full hypothesis statement]
Variants:
- Control: [Description + screenshot]
- Variant: [Description + screenshot]
Results:
- Sample size: [achieved vs. target]
- Primary metric: [control] vs. [variant] ([% change], [confidence])
- Secondary metrics: [summary]
- Segment insights: [notable differences]
Decision: [Winner/Loser/Inconclusive]
Action: [What we're doing]
Learnings:
[What we learned, what to test next]
```
### Building a Learning Repository
- Central location for all tests
- Searchable by page, element, outcome
- Prevents re-running failed tests
- Builds institutional knowledge
---
## Output Format
### Test Plan Document
```
# A/B Test: [Name]
## Hypothesis
[Full hypothesis using framework]
## Test Design
- Type: A/B / A/B/n / MVT
- Duration: X weeks
- Sample size: X per variant
- Traffic allocation: 50/50
## Variants
[Control and variant descriptions with visuals]
## Metrics
- Primary: [metric and definition]
- Secondary: [list]
- Guardrails: [list]
## Implementation
- Method: Client-side / Server-side
- Tool: [Tool name]
- Dev requirements: [If any]
## Analysis Plan
- Success criteria: [What constitutes a win]
- Segment analysis: [Planned segments]
```
### Results Summary
When test is complete
### Recommendations
Next steps based on results
**For templates**: See [references/test-templates.md](references/test-templates.md)
---
@@ -476,19 +233,16 @@ Next steps based on results
- Testing too small a change (undetectable)
- Testing too many things (can't isolate)
- No clear hypothesis
- Wrong audience
### Execution
- Stopping early
- Changing things mid-test
- Not checking implementation
- Uneven traffic allocation
### Analysis
- Ignoring confidence intervals
- Cherry-picking segments
- Over-interpreting inconclusive results
- Not considering practical significance
---

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@@ -0,0 +1,252 @@
# Sample Size Guide
Reference for calculating sample sizes and test duration.
## Sample Size Fundamentals
### Required Inputs
1. **Baseline conversion rate**: Your current rate
2. **Minimum detectable effect (MDE)**: Smallest change worth detecting
3. **Statistical significance level**: Usually 95% (α = 0.05)
4. **Statistical power**: Usually 80% (β = 0.20)
### What These Mean
**Baseline conversion rate**: If your page converts at 5%, that's your baseline.
**MDE (Minimum Detectable Effect)**: The smallest improvement you care about detecting. Set this based on:
- Business impact (is a 5% lift meaningful?)
- Implementation cost (worth the effort?)
- Realistic expectations (what have past tests shown?)
**Statistical significance (95%)**: Means there's less than 5% chance the observed difference is due to random chance.
**Statistical power (80%)**: Means if there's a real effect of size MDE, you have 80% chance of detecting it.
---
## Sample Size Quick Reference Tables
### Conversion Rate: 1%
| Lift to Detect | Sample per Variant | Total Sample |
|----------------|-------------------|--------------|
| 5% (1% → 1.05%) | 1,500,000 | 3,000,000 |
| 10% (1% → 1.1%) | 380,000 | 760,000 |
| 20% (1% → 1.2%) | 97,000 | 194,000 |
| 50% (1% → 1.5%) | 16,000 | 32,000 |
| 100% (1% → 2%) | 4,200 | 8,400 |
### Conversion Rate: 3%
| Lift to Detect | Sample per Variant | Total Sample |
|----------------|-------------------|--------------|
| 5% (3% → 3.15%) | 480,000 | 960,000 |
| 10% (3% → 3.3%) | 120,000 | 240,000 |
| 20% (3% → 3.6%) | 31,000 | 62,000 |
| 50% (3% → 4.5%) | 5,200 | 10,400 |
| 100% (3% → 6%) | 1,400 | 2,800 |
### Conversion Rate: 5%
| Lift to Detect | Sample per Variant | Total Sample |
|----------------|-------------------|--------------|
| 5% (5% → 5.25%) | 280,000 | 560,000 |
| 10% (5% → 5.5%) | 72,000 | 144,000 |
| 20% (5% → 6%) | 18,000 | 36,000 |
| 50% (5% → 7.5%) | 3,100 | 6,200 |
| 100% (5% → 10%) | 810 | 1,620 |
### Conversion Rate: 10%
| Lift to Detect | Sample per Variant | Total Sample |
|----------------|-------------------|--------------|
| 5% (10% → 10.5%) | 130,000 | 260,000 |
| 10% (10% → 11%) | 34,000 | 68,000 |
| 20% (10% → 12%) | 8,700 | 17,400 |
| 50% (10% → 15%) | 1,500 | 3,000 |
| 100% (10% → 20%) | 400 | 800 |
### Conversion Rate: 20%
| Lift to Detect | Sample per Variant | Total Sample |
|----------------|-------------------|--------------|
| 5% (20% → 21%) | 60,000 | 120,000 |
| 10% (20% → 22%) | 16,000 | 32,000 |
| 20% (20% → 24%) | 4,000 | 8,000 |
| 50% (20% → 30%) | 700 | 1,400 |
| 100% (20% → 40%) | 200 | 400 |
---
## Duration Calculator
### Formula
```
Duration (days) = (Sample per variant × Number of variants) / (Daily traffic × % exposed)
```
### Examples
**Scenario 1: High-traffic page**
- Need: 10,000 per variant (2 variants = 20,000 total)
- Daily traffic: 5,000 visitors
- 100% exposed to test
- Duration: 20,000 / 5,000 = **4 days**
**Scenario 2: Medium-traffic page**
- Need: 30,000 per variant (60,000 total)
- Daily traffic: 2,000 visitors
- 100% exposed
- Duration: 60,000 / 2,000 = **30 days**
**Scenario 3: Low-traffic with partial exposure**
- Need: 15,000 per variant (30,000 total)
- Daily traffic: 500 visitors
- 50% exposed to test
- Effective daily: 250
- Duration: 30,000 / 250 = **120 days** (too long!)
### Minimum Duration Rules
Even with sufficient sample size, run tests for at least:
- **1 full week**: To capture day-of-week variation
- **2 business cycles**: If B2B (weekday vs. weekend patterns)
- **Through paydays**: If e-commerce (beginning/end of month)
### Maximum Duration Guidelines
Avoid running tests longer than 4-8 weeks:
- Novelty effects wear off
- External factors intervene
- Opportunity cost of other tests
---
## Online Calculators
### Recommended Tools
**Evan Miller's Calculator**
https://www.evanmiller.org/ab-testing/sample-size.html
- Simple interface
- Bookmark-worthy
**Optimizely's Calculator**
https://www.optimizely.com/sample-size-calculator/
- Business-friendly language
- Duration estimates
**AB Test Guide Calculator**
https://www.abtestguide.com/calc/
- Includes Bayesian option
- Multiple test types
**VWO Duration Calculator**
https://vwo.com/tools/ab-test-duration-calculator/
- Duration-focused
- Good for planning
---
## Adjusting for Multiple Variants
With more than 2 variants (A/B/n tests), you need more sample:
| Variants | Multiplier |
|----------|------------|
| 2 (A/B) | 1x |
| 3 (A/B/C) | ~1.5x |
| 4 (A/B/C/D) | ~2x |
| 5+ | Consider reducing variants |
**Why?** More comparisons increase chance of false positives. You're comparing:
- A vs B
- A vs C
- B vs C (sometimes)
Apply Bonferroni correction or use tools that handle this automatically.
---
## Common Sample Size Mistakes
### 1. Underpowered tests
**Problem**: Not enough sample to detect realistic effects
**Fix**: Be realistic about MDE, get more traffic, or don't test
### 2. Overpowered tests
**Problem**: Waiting for sample size when you already have significance
**Fix**: This is actually fine—you committed to sample size, honor it
### 3. Wrong baseline rate
**Problem**: Using wrong conversion rate for calculation
**Fix**: Use the specific metric and page, not site-wide averages
### 4. Ignoring segments
**Problem**: Calculating for full traffic, then analyzing segments
**Fix**: If you plan segment analysis, calculate sample for smallest segment
### 5. Testing too many things
**Problem**: Dividing traffic too many ways
**Fix**: Prioritize ruthlessly, run fewer concurrent tests
---
## When Sample Size Requirements Are Too High
Options when you can't get enough traffic:
1. **Increase MDE**: Accept only detecting larger effects (20%+ lift)
2. **Lower confidence**: Use 90% instead of 95% (risky, document it)
3. **Reduce variants**: Test only the most promising variant
4. **Combine traffic**: Test across multiple similar pages
5. **Test upstream**: Test earlier in funnel where traffic is higher
6. **Don't test**: Make decision based on qualitative data instead
7. **Longer test**: Accept longer duration (weeks/months)
---
## Sequential Testing
If you must check results before reaching sample size:
### What is it?
Statistical method that adjusts for multiple looks at data.
### When to use
- High-risk changes
- Need to stop bad variants early
- Time-sensitive decisions
### Tools that support it
- Optimizely (Stats Accelerator)
- VWO (SmartStats)
- PostHog (Bayesian approach)
### Tradeoff
- More flexibility to stop early
- Slightly larger sample size requirement
- More complex analysis
---
## Quick Decision Framework
### Can I run this test?
```
Daily traffic to page: _____
Baseline conversion rate: _____
MDE I care about: _____
Sample needed per variant: _____ (from tables above)
Days to run: Sample / Daily traffic = _____
If days > 60: Consider alternatives
If days > 30: Acceptable for high-impact tests
If days < 14: Likely feasible
If days < 7: Easy to run, consider running longer anyway
```

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# A/B Test Templates Reference
Templates for planning, documenting, and analyzing experiments.
## Test Plan Template
```markdown
# A/B Test: [Name]
## Overview
- **Owner**: [Name]
- **Test ID**: [ID in testing tool]
- **Page/Feature**: [What's being tested]
- **Planned dates**: [Start] - [End]
## Hypothesis
Because [observation/data],
we believe [change]
will cause [expected outcome]
for [audience].
We'll know this is true when [metrics].
## Test Design
| Element | Details |
|---------|---------|
| Test type | A/B / A/B/n / MVT |
| Duration | X weeks |
| Sample size | X per variant |
| Traffic allocation | 50/50 |
| Tool | [Tool name] |
| Implementation | Client-side / Server-side |
## Variants
### Control (A)
[Screenshot]
- Current experience
- [Key details about current state]
### Variant (B)
[Screenshot or mockup]
- [Specific change #1]
- [Specific change #2]
- Rationale: [Why we think this will win]
## Metrics
### Primary
- **Metric**: [metric name]
- **Definition**: [how it's calculated]
- **Current baseline**: [X%]
- **Minimum detectable effect**: [X%]
### Secondary
- [Metric 1]: [what it tells us]
- [Metric 2]: [what it tells us]
- [Metric 3]: [what it tells us]
### Guardrails
- [Metric that shouldn't get worse]
- [Another safety metric]
## Segment Analysis Plan
- Mobile vs. desktop
- New vs. returning visitors
- Traffic source
- [Other relevant segments]
## Success Criteria
- Winner: [Primary metric improves by X% with 95% confidence]
- Loser: [Primary metric decreases significantly]
- Inconclusive: [What we'll do if no significant result]
## Pre-Launch Checklist
- [ ] Hypothesis documented and reviewed
- [ ] Primary metric defined and trackable
- [ ] Sample size calculated
- [ ] Test duration estimated
- [ ] Variants implemented correctly
- [ ] Tracking verified in all variants
- [ ] QA completed on all variants
- [ ] Stakeholders informed
- [ ] Calendar hold for analysis date
```
---
## Results Documentation Template
```markdown
# A/B Test Results: [Name]
## Summary
| Element | Value |
|---------|-------|
| Test ID | [ID] |
| Dates | [Start] - [End] |
| Duration | X days |
| Result | Winner / Loser / Inconclusive |
| Decision | [What we're doing] |
## Hypothesis (Reminder)
[Copy from test plan]
## Results
### Sample Size
| Variant | Target | Actual | % of target |
|---------|--------|--------|-------------|
| Control | X | Y | Z% |
| Variant | X | Y | Z% |
### Primary Metric: [Metric Name]
| Variant | Value | 95% CI | vs. Control |
|---------|-------|--------|-------------|
| Control | X% | [X%, Y%] | — |
| Variant | X% | [X%, Y%] | +X% |
**Statistical significance**: p = X.XX (95% = sig / not sig)
**Practical significance**: [Is this lift meaningful for the business?]
### Secondary Metrics
| Metric | Control | Variant | Change | Significant? |
|--------|---------|---------|--------|--------------|
| [Metric 1] | X | Y | +Z% | Yes/No |
| [Metric 2] | X | Y | +Z% | Yes/No |
### Guardrail Metrics
| Metric | Control | Variant | Change | Concern? |
|--------|---------|---------|--------|----------|
| [Metric 1] | X | Y | +Z% | Yes/No |
### Segment Analysis
**Mobile vs. Desktop**
| Segment | Control | Variant | Lift |
|---------|---------|---------|------|
| Mobile | X% | Y% | +Z% |
| Desktop | X% | Y% | +Z% |
**New vs. Returning**
| Segment | Control | Variant | Lift |
|---------|---------|---------|------|
| New | X% | Y% | +Z% |
| Returning | X% | Y% | +Z% |
## Interpretation
### What happened?
[Explanation of results in plain language]
### Why do we think this happened?
[Analysis and reasoning]
### Caveats
[Any limitations, external factors, or concerns]
## Decision
**Winner**: [Control / Variant]
**Action**: [Implement variant / Keep control / Re-test]
**Timeline**: [When changes will be implemented]
## Learnings
### What we learned
- [Key insight 1]
- [Key insight 2]
### What to test next
- [Follow-up test idea 1]
- [Follow-up test idea 2]
### Impact
- **Projected lift**: [X% improvement in Y metric]
- **Business impact**: [Revenue, conversions, etc.]
```
---
## Test Repository Entry Template
For tracking all tests in a central location:
```markdown
| Test ID | Name | Page | Dates | Primary Metric | Result | Lift | Link |
|---------|------|------|-------|----------------|--------|------|------|
| 001 | Hero headline test | Homepage | 1/1-1/15 | CTR | Winner | +12% | [Link] |
| 002 | Pricing table layout | Pricing | 1/10-1/31 | Plan selection | Loser | -5% | [Link] |
| 003 | Signup form fields | Signup | 2/1-2/14 | Completion | Inconclusive | +2% | [Link] |
```
---
## Quick Test Brief Template
For simple tests that don't need full documentation:
```markdown
## [Test Name]
**What**: [One sentence description]
**Why**: [One sentence hypothesis]
**Metric**: [Primary metric]
**Duration**: [X weeks]
**Result**: [TBD / Winner / Loser / Inconclusive]
**Learnings**: [Key takeaway]
```
---
## Stakeholder Update Template
```markdown
## A/B Test Update: [Name]
**Status**: Running / Complete
**Days remaining**: X (or complete)
**Current sample**: X% of target
### Preliminary observations
[What we're seeing - without making decisions yet]
### Next steps
[What happens next]
### Timeline
- [Date]: Analysis complete
- [Date]: Decision and recommendation
- [Date]: Implementation (if winner)
```
---
## Experiment Prioritization Scorecard
For deciding which tests to run:
| Factor | Weight | Test A | Test B | Test C |
|--------|--------|--------|--------|--------|
| Potential impact | 30% | | | |
| Confidence in hypothesis | 25% | | | |
| Ease of implementation | 20% | | | |
| Risk if wrong | 15% | | | |
| Strategic alignment | 10% | | | |
| **Total** | | | | |
Scoring: 1-5 (5 = best)
---
## Hypothesis Bank Template
For collecting test ideas:
```markdown
| ID | Page/Area | Observation | Hypothesis | Potential Impact | Status |
|----|-----------|-------------|------------|------------------|--------|
| H1 | Homepage | Low scroll depth | Shorter hero will increase scroll | High | Testing |
| H2 | Pricing | Users compare plans | Comparison table will help | Medium | Backlog |
| H3 | Signup | Drop-off at email | Social login will increase completion | Medium | Backlog |
```

413
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@@ -14,20 +14,9 @@ If `.claude/product-marketing-context.md` exists, read it before asking question
Before implementing tracking, understand:
1. **Business Context**
- What decisions will this data inform?
- What are the key conversion actions?
- What questions need answering?
2. **Current State**
- What tracking exists?
- What tools are in use (GA4, Mixpanel, Amplitude, etc.)?
- What's working/not working?
3. **Technical Context**
- What's the tech stack?
- Who will implement and maintain?
- Any privacy/compliance requirements?
1. **Business Context** - What decisions will this data inform? What are key conversions?
2. **Current State** - What tracking exists? What tools are in use?
3. **Technical Context** - What's the tech stack? Any privacy/compliance requirements?
---
@@ -60,63 +49,36 @@ Before implementing tracking, understand:
### Structure
```
Event Name | Event Category | Properties | Trigger | Notes
---------- | ------------- | ---------- | ------- | -----
Event Name | Category | Properties | Trigger | Notes
---------- | -------- | ---------- | ------- | -----
```
### Event Types
**Pageviews**
- Automatic in most tools
- Enhanced with page metadata
| Type | Examples |
|------|----------|
| Pageviews | Automatic, enhanced with metadata |
| User Actions | Button clicks, form submissions, feature usage |
| System Events | Signup completed, purchase, subscription changed |
| Custom Conversions | Goal completions, funnel stages |
**User Actions**
- Button clicks
- Form submissions
- Feature usage
- Content interactions
**System Events**
- Signup completed
- Purchase completed
- Subscription changed
- Errors occurred
**Custom Conversions**
- Goal completions
- Funnel stages
- Business-specific milestones
**For comprehensive event lists**: See [references/event-library.md](references/event-library.md)
---
## Event Naming Conventions
### Format Options
### Recommended Format: Object-Action
**Object-Action (Recommended)**
```
signup_completed
button_clicked
form_submitted
article_read
```
**Action-Object**
```
click_button
submit_form
complete_signup
```
**Category_Object_Action**
```
checkout_payment_completed
blog_article_viewed
onboarding_step_completed
```
### Best Practices
- Lowercase with underscores
- Be specific: `cta_hero_clicked` vs. `button_clicked`
- Include context in properties, not event name
@@ -125,235 +87,94 @@ onboarding_step_completed
---
## Essential Events to Track
## Essential Events
### Marketing Site
**Navigation**
- page_view (enhanced)
- outbound_link_clicked
- scroll_depth (25%, 50%, 75%, 100%)
**Engagement**
- cta_clicked (button_text, location)
- video_played (video_id, duration)
- form_started
- form_submitted (form_type)
- resource_downloaded (resource_name)
**Conversion**
- signup_started
- signup_completed
- demo_requested
- contact_submitted
| Event | Properties |
|-------|------------|
| cta_clicked | button_text, location |
| form_submitted | form_type |
| signup_completed | method, source |
| demo_requested | - |
### Product/App
**Onboarding**
- signup_completed
- onboarding_step_completed (step_number, step_name)
- onboarding_completed
- first_key_action_completed
| Event | Properties |
|-------|------------|
| onboarding_step_completed | step_number, step_name |
| feature_used | feature_name |
| purchase_completed | plan, value |
| subscription_cancelled | reason |
**Core Usage**
- feature_used (feature_name)
- action_completed (action_type)
- session_started
- session_ended
**Monetization**
- trial_started
- pricing_viewed
- checkout_started
- purchase_completed (plan, value)
- subscription_cancelled
### E-commerce
**Browsing**
- product_viewed (product_id, category, price)
- product_list_viewed (list_name, products)
- product_searched (query, results_count)
**Cart**
- product_added_to_cart
- product_removed_from_cart
- cart_viewed
**Checkout**
- checkout_started
- checkout_step_completed (step)
- payment_info_entered
- purchase_completed (order_id, value, products)
**For full event library by business type**: See [references/event-library.md](references/event-library.md)
---
## Event Properties (Parameters)
## Event Properties
### Standard Properties to Consider
### Standard Properties
**Page/Screen**
- page_title
- page_location (URL)
- page_referrer
- content_group
**User**
- user_id (if logged in)
- user_type (free, paid, admin)
- account_id (B2B)
- plan_type
**Campaign**
- source
- medium
- campaign
- content
- term
**Product** (e-commerce)
- product_id
- product_name
- category
- price
- quantity
- currency
**Timing**
- timestamp
- session_duration
- time_on_page
| Category | Properties |
|----------|------------|
| Page | page_title, page_location, page_referrer |
| User | user_id, user_type, account_id, plan_type |
| Campaign | source, medium, campaign, content, term |
| Product | product_id, product_name, category, price |
### Best Practices
- Use consistent property names
- Include relevant context
- Don't duplicate GA4 automatic properties
- Don't duplicate automatic properties
- Avoid PII in properties
- Document expected values
---
## GA4 Implementation
### Configuration
### Quick Setup
**Data Streams**
- One stream per platform (web, iOS, Android)
- Enable enhanced measurement
1. Create GA4 property and data stream
2. Install gtag.js or GTM
3. Enable enhanced measurement
4. Configure custom events
5. Mark conversions in Admin
**Enhanced Measurement Events**
- page_view (automatic)
- scroll (90% depth)
- outbound_click
- site_search
- video_engagement
- file_download
**Recommended Events**
- Use Google's predefined events when possible
- Correct naming for enhanced reporting
- See: https://support.google.com/analytics/answer/9267735
### Custom Events (GA4)
### Custom Event Example
```javascript
// gtag.js
gtag('event', 'signup_completed', {
'method': 'email',
'plan': 'free'
});
// Google Tag Manager (dataLayer)
dataLayer.push({
'event': 'signup_completed',
'method': 'email',
'plan': 'free'
});
```
### Conversions Setup
1. Collect event in GA4
2. Mark as conversion in Admin > Events
3. Set conversion counting (once per session or every time)
4. Import to Google Ads if needed
### Custom Dimensions and Metrics
**When to use:**
- Properties you want to segment by
- Metrics you want to aggregate
- Beyond standard parameters
**Setup:**
1. Create in Admin > Custom definitions
2. Scope: Event, User, or Item
3. Parameter name must match
**For detailed GA4 implementation**: See [references/ga4-implementation.md](references/ga4-implementation.md)
---
## Google Tag Manager Implementation
## Google Tag Manager
### Container Structure
**Tags**
- GA4 Configuration (base)
- GA4 Event tags (one per event or grouped)
- Conversion pixels (Facebook, LinkedIn, etc.)
**Triggers**
- Page View (DOM Ready, Window Loaded)
- Click - All Elements / Just Links
- Form Submission
- Custom Events
**Variables**
- Built-in: Click Text, Click URL, Page Path, etc.
- Data Layer variables
- JavaScript variables
- Lookup tables
### Best Practices
- Use folders to organize
- Consistent naming (Tag_Type_Description)
- Version notes on every publish
- Preview mode for testing
- Workspaces for team collaboration
| Component | Purpose |
|-----------|---------|
| Tags | Code that executes (GA4, pixels) |
| Triggers | When tags fire (page view, click) |
| Variables | Dynamic values (click text, data layer) |
### Data Layer Pattern
```javascript
// Push custom event
dataLayer.push({
'event': 'form_submitted',
'form_name': 'contact',
'form_location': 'footer'
});
// Set user properties
dataLayer.push({
'user_id': '12345',
'user_type': 'premium'
});
// E-commerce event
dataLayer.push({
'event': 'purchase',
'ecommerce': {
'transaction_id': 'T12345',
'value': 99.99,
'currency': 'USD',
'items': [{
'item_id': 'SKU123',
'item_name': 'Product Name',
'price': 99.99
}]
}
});
```
**For detailed GTM implementation**: See [references/gtm-implementation.md](references/gtm-implementation.md)
---
## UTM Parameter Strategy
@@ -362,40 +183,17 @@ dataLayer.push({
| Parameter | Purpose | Example |
|-----------|---------|---------|
| utm_source | Where traffic comes from | google, facebook, newsletter |
| utm_medium | Marketing medium | cpc, email, social, referral |
| utm_campaign | Campaign name | spring_sale, product_launch |
| utm_content | Differentiate versions | hero_cta, sidebar_link |
| utm_source | Traffic source | google, newsletter |
| utm_medium | Marketing medium | cpc, email, social |
| utm_campaign | Campaign name | spring_sale |
| utm_content | Differentiate versions | hero_cta |
| utm_term | Paid search keywords | running+shoes |
### Naming Conventions
**Lowercase everything**
- google, not Google
- email, not Email
**Use underscores or hyphens consistently**
- product_launch or product-launch
- Pick one, stick with it
**Be specific but concise**
- blog_footer_cta, not cta1
- 2024_q1_promo, not promo
### UTM Documentation
Track all UTMs in a spreadsheet or tool:
| Campaign | Source | Medium | Content | Full URL | Owner | Date |
|----------|--------|--------|---------|----------|-------|------|
| ... | ... | ... | ... | ... | ... | ... |
### UTM Builder
Provide a consistent UTM builder link to team:
- Google's URL builder
- Internal tool
- Spreadsheet formula
- Lowercase everything
- Use underscores or hyphens consistently
- Be specific but concise: `blog_footer_cta`, not `cta1`
- Document all UTMs in a spreadsheet
---
@@ -403,72 +201,44 @@ Provide a consistent UTM builder link to team:
### Testing Tools
**GA4 DebugView**
- Real-time event monitoring
- Enable with ?debug_mode=true
- Or via Chrome extension
**GTM Preview Mode**
- Test triggers and tags
- See data layer state
- Validate before publish
**Browser Extensions**
- GA Debugger
- Tag Assistant
- dataLayer Inspector
| Tool | Use For |
|------|---------|
| GA4 DebugView | Real-time event monitoring |
| GTM Preview Mode | Test triggers before publish |
| Browser Extensions | Tag Assistant, dataLayer Inspector |
### Validation Checklist
- [ ] Events firing on correct triggers
- [ ] Property values populating correctly
- [ ] No duplicate events
- [ ] Works across browsers
- [ ] Works on mobile
- [ ] Works across browsers and mobile
- [ ] Conversions recorded correctly
- [ ] User ID passing when logged in
- [ ] No PII leaking
### Common Issues
**Events not firing**
- Trigger misconfigured
- Tag paused
- GTM not loaded on page
**Wrong values**
- Variable not configured
- Data layer not pushing correctly
- Timing issues (fire before data ready)
**Duplicate events**
- Multiple GTM containers
- Multiple tag instances
- Trigger firing multiple times
| Issue | Check |
|-------|-------|
| Events not firing | Trigger config, GTM loaded |
| Wrong values | Variable path, data layer structure |
| Duplicate events | Multiple containers, trigger firing twice |
---
## Privacy and Compliance
### Considerations
- Cookie consent required in EU/UK/CA
- No PII in analytics properties
- Data retention settings
- User deletion capabilities
- Cross-device tracking consent
### Implementation
**Consent Mode (GA4)**
- Wait for consent before tracking
- Use consent mode for partial tracking
- Integrate with consent management platform
**Data Minimization**
- Only collect what you need
- Use consent mode (wait for consent)
- IP anonymization
- No PII in custom dimensions
- Only collect what you need
- Integrate with consent management platform
---
@@ -476,51 +246,32 @@ Provide a consistent UTM builder link to team:
### Tracking Plan Document
```
```markdown
# [Site/Product] Tracking Plan
## Overview
- Tools: GA4, GTM
- Last updated: [Date]
- Owner: [Name]
## Events
### Marketing Events
| Event Name | Description | Properties | Trigger |
|------------|-------------|------------|---------|
| signup_started | User initiates signup | source, page | Click signup CTA |
| signup_completed | User completes signup | method, plan | Signup success page |
### Product Events
[Similar table]
| signup_completed | User completes signup | method, plan | Success page |
## Custom Dimensions
| Name | Scope | Parameter | Description |
|------|-------|-----------|-------------|
| user_type | User | user_type | Free, trial, paid |
| Name | Scope | Parameter |
|------|-------|-----------|
| user_type | User | user_type |
## Conversions
| Conversion | Event | Counting | Google Ads |
|------------|-------|----------|------------|
| Signup | signup_completed | Once per session | Yes |
## UTM Convention
[Guidelines]
| Conversion | Event | Counting |
|------------|-------|----------|
| Signup | signup_completed | Once per session |
```
### Implementation Code
Provide ready-to-use code snippets
### Testing Checklist
Specific validation steps
---
## Task-Specific Questions

251
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@@ -0,0 +1,251 @@
# Event Library Reference
Comprehensive list of events to track by business type and context.
## Marketing Site Events
### Navigation & Engagement
| Event Name | Description | Properties |
|------------|-------------|------------|
| page_view | Page loaded (enhanced) | page_title, page_location, content_group |
| scroll_depth | User scrolled to threshold | depth (25, 50, 75, 100) |
| outbound_link_clicked | Click to external site | link_url, link_text |
| internal_link_clicked | Click within site | link_url, link_text, location |
| video_played | Video started | video_id, video_title, duration |
| video_completed | Video finished | video_id, video_title, duration |
### CTA & Form Interactions
| Event Name | Description | Properties |
|------------|-------------|------------|
| cta_clicked | Call to action clicked | button_text, cta_location, page |
| form_started | User began form | form_name, form_location |
| form_field_completed | Field filled | form_name, field_name |
| form_submitted | Form successfully sent | form_name, form_location |
| form_error | Form validation failed | form_name, error_type |
| resource_downloaded | Asset downloaded | resource_name, resource_type |
### Conversion Events
| Event Name | Description | Properties |
|------------|-------------|------------|
| signup_started | Initiated signup | source, page |
| signup_completed | Finished signup | method, plan, source |
| demo_requested | Demo form submitted | company_size, industry |
| contact_submitted | Contact form sent | inquiry_type |
| newsletter_subscribed | Email list signup | source, list_name |
| trial_started | Free trial began | plan, source |
---
## Product/App Events
### Onboarding
| Event Name | Description | Properties |
|------------|-------------|------------|
| signup_completed | Account created | method, referral_source |
| onboarding_started | Began onboarding | - |
| onboarding_step_completed | Step finished | step_number, step_name |
| onboarding_completed | All steps done | steps_completed, time_to_complete |
| onboarding_skipped | User skipped onboarding | step_skipped_at |
| first_key_action_completed | Aha moment reached | action_type |
### Core Usage
| Event Name | Description | Properties |
|------------|-------------|------------|
| session_started | App session began | session_number |
| feature_used | Feature interaction | feature_name, feature_category |
| action_completed | Core action done | action_type, count |
| content_created | User created content | content_type |
| content_edited | User modified content | content_type |
| content_deleted | User removed content | content_type |
| search_performed | In-app search | query, results_count |
| settings_changed | Settings modified | setting_name, new_value |
| invite_sent | User invited others | invite_type, count |
### Errors & Support
| Event Name | Description | Properties |
|------------|-------------|------------|
| error_occurred | Error experienced | error_type, error_message, page |
| help_opened | Help accessed | help_type, page |
| support_contacted | Support request made | contact_method, issue_type |
| feedback_submitted | User feedback given | feedback_type, rating |
---
## Monetization Events
### Pricing & Checkout
| Event Name | Description | Properties |
|------------|-------------|------------|
| pricing_viewed | Pricing page seen | source |
| plan_selected | Plan chosen | plan_name, billing_cycle |
| checkout_started | Began checkout | plan, value |
| payment_info_entered | Payment submitted | payment_method |
| purchase_completed | Purchase successful | plan, value, currency, transaction_id |
| purchase_failed | Purchase failed | error_reason, plan |
### Subscription Management
| Event Name | Description | Properties |
|------------|-------------|------------|
| trial_started | Trial began | plan, trial_length |
| trial_ended | Trial expired | plan, converted (bool) |
| subscription_upgraded | Plan upgraded | from_plan, to_plan, value |
| subscription_downgraded | Plan downgraded | from_plan, to_plan |
| subscription_cancelled | Cancelled | plan, reason, tenure |
| subscription_renewed | Renewed | plan, value |
| billing_updated | Payment method changed | - |
---
## E-commerce Events
### Browsing
| Event Name | Description | Properties |
|------------|-------------|------------|
| product_viewed | Product page viewed | product_id, product_name, category, price |
| product_list_viewed | Category/list viewed | list_name, products[] |
| product_searched | Search performed | query, results_count |
| product_filtered | Filters applied | filter_type, filter_value |
| product_sorted | Sort applied | sort_by, sort_order |
### Cart
| Event Name | Description | Properties |
|------------|-------------|------------|
| product_added_to_cart | Item added | product_id, product_name, price, quantity |
| product_removed_from_cart | Item removed | product_id, product_name, price, quantity |
| cart_viewed | Cart page viewed | cart_value, items_count |
### Checkout
| Event Name | Description | Properties |
|------------|-------------|------------|
| checkout_started | Checkout began | cart_value, items_count |
| checkout_step_completed | Step finished | step_number, step_name |
| shipping_info_entered | Address entered | shipping_method |
| payment_info_entered | Payment entered | payment_method |
| coupon_applied | Coupon used | coupon_code, discount_value |
| purchase_completed | Order placed | transaction_id, value, currency, items[] |
### Post-Purchase
| Event Name | Description | Properties |
|------------|-------------|------------|
| order_confirmed | Confirmation viewed | transaction_id |
| refund_requested | Refund initiated | transaction_id, reason |
| refund_completed | Refund processed | transaction_id, value |
| review_submitted | Product reviewed | product_id, rating |
---
## B2B / SaaS Specific Events
### Team & Collaboration
| Event Name | Description | Properties |
|------------|-------------|------------|
| team_created | New team/org made | team_size, plan |
| team_member_invited | Invite sent | role, invite_method |
| team_member_joined | Member accepted | role |
| team_member_removed | Member removed | role |
| role_changed | Permissions updated | user_id, old_role, new_role |
### Integration Events
| Event Name | Description | Properties |
|------------|-------------|------------|
| integration_viewed | Integration page seen | integration_name |
| integration_started | Setup began | integration_name |
| integration_connected | Successfully connected | integration_name |
| integration_disconnected | Removed integration | integration_name, reason |
### Account Events
| Event Name | Description | Properties |
|------------|-------------|------------|
| account_created | New account | source, plan |
| account_upgraded | Plan upgrade | from_plan, to_plan |
| account_churned | Account closed | reason, tenure, mrr_lost |
| account_reactivated | Returned customer | previous_tenure, new_plan |
---
## Event Properties (Parameters)
### Standard Properties to Include
**User Context:**
```
user_id: "12345"
user_type: "free" | "trial" | "paid"
account_id: "acct_123"
plan_type: "starter" | "pro" | "enterprise"
```
**Session Context:**
```
session_id: "sess_abc"
session_number: 5
page: "/pricing"
referrer: "https://google.com"
```
**Campaign Context:**
```
source: "google"
medium: "cpc"
campaign: "spring_sale"
content: "hero_cta"
```
**Product Context (E-commerce):**
```
product_id: "SKU123"
product_name: "Product Name"
category: "Category"
price: 99.99
quantity: 1
currency: "USD"
```
**Timing:**
```
timestamp: "2024-01-15T10:30:00Z"
time_on_page: 45
session_duration: 300
```
---
## Funnel Event Sequences
### Signup Funnel
1. signup_started
2. signup_step_completed (email)
3. signup_step_completed (password)
4. signup_completed
5. onboarding_started
### Purchase Funnel
1. pricing_viewed
2. plan_selected
3. checkout_started
4. payment_info_entered
5. purchase_completed
### E-commerce Funnel
1. product_viewed
2. product_added_to_cart
3. cart_viewed
4. checkout_started
5. shipping_info_entered
6. payment_info_entered
7. purchase_completed

290
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@@ -0,0 +1,290 @@
# GA4 Implementation Reference
Detailed implementation guide for Google Analytics 4.
## Configuration
### Data Streams
- One stream per platform (web, iOS, Android)
- Enable enhanced measurement for automatic tracking
- Configure data retention (2 months default, 14 months max)
- Enable Google Signals (for cross-device, if consented)
### Enhanced Measurement Events (Automatic)
| Event | Description | Configuration |
|-------|-------------|---------------|
| page_view | Page loads | Automatic |
| scroll | 90% scroll depth | Toggle on/off |
| outbound_click | Click to external domain | Automatic |
| site_search | Search query used | Configure parameter |
| video_engagement | YouTube video plays | Toggle on/off |
| file_download | PDF, docs, etc. | Configurable extensions |
### Recommended Events
Use Google's predefined events when possible for enhanced reporting:
**All properties:**
- login, sign_up
- share
- search
**E-commerce:**
- view_item, view_item_list
- add_to_cart, remove_from_cart
- begin_checkout
- add_payment_info
- purchase, refund
**Games:**
- level_up, unlock_achievement
- post_score, spend_virtual_currency
Reference: https://support.google.com/analytics/answer/9267735
---
## Custom Events
### gtag.js Implementation
```javascript
// Basic event
gtag('event', 'signup_completed', {
'method': 'email',
'plan': 'free'
});
// Event with value
gtag('event', 'purchase', {
'transaction_id': 'T12345',
'value': 99.99,
'currency': 'USD',
'items': [{
'item_id': 'SKU123',
'item_name': 'Product Name',
'price': 99.99
}]
});
// User properties
gtag('set', 'user_properties', {
'user_type': 'premium',
'plan_name': 'pro'
});
// User ID (for logged-in users)
gtag('config', 'GA_MEASUREMENT_ID', {
'user_id': 'USER_ID'
});
```
### Google Tag Manager (dataLayer)
```javascript
// Custom event
dataLayer.push({
'event': 'signup_completed',
'method': 'email',
'plan': 'free'
});
// Set user properties
dataLayer.push({
'user_id': '12345',
'user_type': 'premium'
});
// E-commerce purchase
dataLayer.push({
'event': 'purchase',
'ecommerce': {
'transaction_id': 'T12345',
'value': 99.99,
'currency': 'USD',
'items': [{
'item_id': 'SKU123',
'item_name': 'Product Name',
'price': 99.99,
'quantity': 1
}]
}
});
// Clear ecommerce before sending (best practice)
dataLayer.push({ ecommerce: null });
dataLayer.push({
'event': 'view_item',
'ecommerce': {
// ...
}
});
```
---
## Conversions Setup
### Creating Conversions
1. **Collect the event** - Ensure event is firing in GA4
2. **Mark as conversion** - Admin > Events > Mark as conversion
3. **Set counting method**:
- Once per session (leads, signups)
- Every event (purchases)
4. **Import to Google Ads** - For conversion-optimized bidding
### Conversion Values
```javascript
// Event with conversion value
gtag('event', 'purchase', {
'value': 99.99,
'currency': 'USD'
});
```
Or set default value in GA4 Admin when marking conversion.
---
## Custom Dimensions and Metrics
### When to Use
**Custom dimensions:**
- Properties you want to segment/filter by
- User attributes (plan type, industry)
- Content attributes (author, category)
**Custom metrics:**
- Numeric values to aggregate
- Scores, counts, durations
### Setup Steps
1. Admin > Data display > Custom definitions
2. Create dimension or metric
3. Choose scope:
- **Event**: Per event (content_type)
- **User**: Per user (account_type)
- **Item**: Per product (product_category)
4. Enter parameter name (must match event parameter)
### Examples
| Dimension | Scope | Parameter | Description |
|-----------|-------|-----------|-------------|
| User Type | User | user_type | Free, trial, paid |
| Content Author | Event | author | Blog post author |
| Product Category | Item | item_category | E-commerce category |
---
## Audiences
### Creating Audiences
Admin > Data display > Audiences
**Use cases:**
- Remarketing audiences (export to Ads)
- Segment analysis
- Trigger-based events
### Audience Examples
**High-intent visitors:**
- Viewed pricing page
- Did not convert
- In last 7 days
**Engaged users:**
- 3+ sessions
- Or 5+ minutes total engagement
**Purchasers:**
- Purchase event
- For exclusion or lookalike
---
## Debugging
### DebugView
Enable with:
- URL parameter: `?debug_mode=true`
- Chrome extension: GA Debugger
- gtag: `'debug_mode': true` in config
View at: Reports > Configure > DebugView
### Real-Time Reports
Check events within 30 minutes:
Reports > Real-time
### Common Issues
**Events not appearing:**
- Check DebugView first
- Verify gtag/GTM firing
- Check filter exclusions
**Parameter values missing:**
- Custom dimension not created
- Parameter name mismatch
- Data still processing (24-48 hrs)
**Conversions not recording:**
- Event not marked as conversion
- Event name doesn't match
- Counting method (once vs. every)
---
## Data Quality
### Filters
Admin > Data streams > [Stream] > Configure tag settings > Define internal traffic
**Exclude:**
- Internal IP addresses
- Developer traffic
- Testing environments
### Cross-Domain Tracking
For multiple domains sharing analytics:
1. Admin > Data streams > [Stream] > Configure tag settings
2. Configure your domains
3. List all domains that should share sessions
### Session Settings
Admin > Data streams > [Stream] > Configure tag settings
- Session timeout (default 30 min)
- Engaged session duration (10 sec default)
---
## Integration with Google Ads
### Linking
1. Admin > Product links > Google Ads links
2. Enable auto-tagging in Google Ads
3. Import conversions in Google Ads
### Audience Export
Audiences created in GA4 can be used in Google Ads for:
- Remarketing campaigns
- Customer match
- Similar audiences

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@@ -0,0 +1,380 @@
# Google Tag Manager Implementation Reference
Detailed guide for implementing tracking via Google Tag Manager.
## Container Structure
### Tags
Tags are code snippets that execute when triggered.
**Common tag types:**
- GA4 Configuration (base setup)
- GA4 Event (custom events)
- Google Ads Conversion
- Facebook Pixel
- LinkedIn Insight Tag
- Custom HTML (for other pixels)
### Triggers
Triggers define when tags fire.
**Built-in triggers:**
- Page View: All Pages, DOM Ready, Window Loaded
- Click: All Elements, Just Links
- Form Submission
- Scroll Depth
- Timer
- Element Visibility
**Custom triggers:**
- Custom Event (from dataLayer)
- Trigger Groups (multiple conditions)
### Variables
Variables capture dynamic values.
**Built-in (enable as needed):**
- Click Text, Click URL, Click ID, Click Classes
- Page Path, Page URL, Page Hostname
- Referrer
- Form Element, Form ID
**User-defined:**
- Data Layer variables
- JavaScript variables
- Lookup tables
- RegEx tables
- Constants
---
## Naming Conventions
### Recommended Format
```
[Type] - [Description] - [Detail]
Tags:
GA4 - Event - Signup Completed
GA4 - Config - Base Configuration
FB - Pixel - Page View
HTML - LiveChat Widget
Triggers:
Click - CTA Button
Submit - Contact Form
View - Pricing Page
Custom - signup_completed
Variables:
DL - user_id
JS - Current Timestamp
LT - Campaign Source Map
```
---
## Data Layer Patterns
### Basic Structure
```javascript
// Initialize (in <head> before GTM)
window.dataLayer = window.dataLayer || [];
// Push event
dataLayer.push({
'event': 'event_name',
'property1': 'value1',
'property2': 'value2'
});
```
### Page Load Data
```javascript
// Set on page load (before GTM container)
window.dataLayer = window.dataLayer || [];
dataLayer.push({
'pageType': 'product',
'contentGroup': 'products',
'user': {
'loggedIn': true,
'userId': '12345',
'userType': 'premium'
}
});
```
### Form Submission
```javascript
document.querySelector('#contact-form').addEventListener('submit', function() {
dataLayer.push({
'event': 'form_submitted',
'formName': 'contact',
'formLocation': 'footer'
});
});
```
### Button Click
```javascript
document.querySelector('.cta-button').addEventListener('click', function() {
dataLayer.push({
'event': 'cta_clicked',
'ctaText': this.innerText,
'ctaLocation': 'hero'
});
});
```
### E-commerce Events
```javascript
// Product view
dataLayer.push({ ecommerce: null }); // Clear previous
dataLayer.push({
'event': 'view_item',
'ecommerce': {
'items': [{
'item_id': 'SKU123',
'item_name': 'Product Name',
'price': 99.99,
'item_category': 'Category',
'quantity': 1
}]
}
});
// Add to cart
dataLayer.push({ ecommerce: null });
dataLayer.push({
'event': 'add_to_cart',
'ecommerce': {
'items': [{
'item_id': 'SKU123',
'item_name': 'Product Name',
'price': 99.99,
'quantity': 1
}]
}
});
// Purchase
dataLayer.push({ ecommerce: null });
dataLayer.push({
'event': 'purchase',
'ecommerce': {
'transaction_id': 'T12345',
'value': 99.99,
'currency': 'USD',
'tax': 5.00,
'shipping': 10.00,
'items': [{
'item_id': 'SKU123',
'item_name': 'Product Name',
'price': 99.99,
'quantity': 1
}]
}
});
```
---
## Common Tag Configurations
### GA4 Configuration Tag
**Tag Type:** Google Analytics: GA4 Configuration
**Settings:**
- Measurement ID: G-XXXXXXXX
- Send page view: Checked (for pageviews)
- User Properties: Add any user-level dimensions
**Trigger:** All Pages
### GA4 Event Tag
**Tag Type:** Google Analytics: GA4 Event
**Settings:**
- Configuration Tag: Select your config tag
- Event Name: {{DL - event_name}} or hardcode
- Event Parameters: Add parameters from dataLayer
**Trigger:** Custom Event with event name match
### Facebook Pixel - Base
**Tag Type:** Custom HTML
```html
<script>
!function(f,b,e,v,n,t,s)
{if(f.fbq)return;n=f.fbq=function(){n.callMethod?
n.callMethod.apply(n,arguments):n.queue.push(arguments)};
if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';
n.queue=[];t=b.createElement(e);t.async=!0;
t.src=v;s=b.getElementsByTagName(e)[0];
s.parentNode.insertBefore(t,s)}(window, document,'script',
'https://connect.facebook.net/en_US/fbevents.js');
fbq('init', 'YOUR_PIXEL_ID');
fbq('track', 'PageView');
</script>
```
**Trigger:** All Pages
### Facebook Pixel - Event
**Tag Type:** Custom HTML
```html
<script>
fbq('track', 'Lead', {
content_name: '{{DL - form_name}}'
});
</script>
```
**Trigger:** Custom Event - form_submitted
---
## Preview and Debug
### Preview Mode
1. Click "Preview" in GTM
2. Enter site URL
3. GTM debug panel opens at bottom
**What to check:**
- Tags fired on this event
- Tags not fired (and why)
- Variables and their values
- Data layer contents
### Debug Tips
**Tag not firing:**
- Check trigger conditions
- Verify data layer push
- Check tag sequencing
**Wrong variable value:**
- Check data layer structure
- Verify variable path (nested objects)
- Check timing (data may not exist yet)
**Multiple firings:**
- Check trigger uniqueness
- Look for duplicate tags
- Check tag firing options
---
## Workspaces and Versioning
### Workspaces
Use workspaces for team collaboration:
- Default workspace for production
- Separate workspaces for large changes
- Merge when ready
### Version Management
**Best practices:**
- Name every version descriptively
- Add notes explaining changes
- Review changes before publish
- Keep production version noted
**Version notes example:**
```
v15: Added purchase conversion tracking
- New tag: GA4 - Event - Purchase
- New trigger: Custom Event - purchase
- New variables: DL - transaction_id, DL - value
- Tested: Chrome, Safari, Mobile
```
---
## Consent Management
### Consent Mode Integration
```javascript
// Default state (before consent)
gtag('consent', 'default', {
'analytics_storage': 'denied',
'ad_storage': 'denied'
});
// Update on consent
function grantConsent() {
gtag('consent', 'update', {
'analytics_storage': 'granted',
'ad_storage': 'granted'
});
}
```
### GTM Consent Overview
1. Enable Consent Overview in Admin
2. Configure consent for each tag
3. Tags respect consent state automatically
---
## Advanced Patterns
### Tag Sequencing
**Setup tags to fire in order:**
Tag Configuration > Advanced Settings > Tag Sequencing
**Use cases:**
- Config tag before event tags
- Pixel initialization before tracking
- Cleanup after conversion
### Exception Handling
**Trigger exceptions** - Prevent tag from firing:
- Exclude certain pages
- Exclude internal traffic
- Exclude during testing
### Custom JavaScript Variables
```javascript
// Get URL parameter
function() {
var params = new URLSearchParams(window.location.search);
return params.get('campaign') || '(not set)';
}
// Get cookie value
function() {
var match = document.cookie.match('(^|;) ?user_id=([^;]*)(;|$)');
return match ? match[2] : null;
}
// Get data from page
function() {
var el = document.querySelector('.product-price');
return el ? parseFloat(el.textContent.replace('$', '')) : 0;
}
```

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@@ -15,14 +15,12 @@ If `.claude/product-marketing-context.md` exists, read it before asking question
Gather this context (ask if not provided):
### 1. Page Purpose
- What type of page is this? (homepage, landing page, pricing, feature, about)
- What type of page? (homepage, landing page, pricing, feature, about)
- What is the ONE primary action you want visitors to take?
- What's the secondary action (if any)?
### 2. Audience
- Who is the ideal customer for this page?
- Who is the ideal customer?
- What problem are they trying to solve?
- What have they already tried?
- What objections or hesitations do they have?
- What language do they use to describe their problem?
@@ -35,66 +33,49 @@ Gather this context (ask if not provided):
### 4. Context
- Where is traffic coming from? (ads, organic, email)
- What do visitors already know before arriving?
- What messaging are they seeing before this page?
---
## Copywriting Principles
### Clarity Over Cleverness
- If you have to choose between clear and creative, choose clear
- Every sentence should have one job
- Remove words that don't add meaning
If you have to choose between clear and creative, choose clear.
### Benefits Over Features
- Features: What it does
- Benefits: What that means for the customer
- Always connect features to outcomes
Features: What it does. Benefits: What that means for the customer.
### Specificity Over Vagueness
- Vague: "Save time on your workflow"
- Specific: "Cut your weekly reporting from 4 hours to 15 minutes"
### Customer Language Over Company Language
- Use words your customers use
- Avoid jargon unless your audience uses it
- Mirror voice-of-customer from reviews, interviews, support tickets
Use words your customers use. Mirror voice-of-customer from reviews, interviews, support tickets.
### One Idea Per Section
- Don't try to say everything everywhere
- Each section should advance one argument
- Build a logical flow down the page
Each section should advance one argument. Build a logical flow down the page.
---
## Writing Style Rules
Follow these core principles. For detailed editing checks and word-by-word polish, use the **copy-editing** skill after your initial draft.
### Core Principles
### Core Style Principles
1. **Simple over complex** — Use everyday words. "Use" instead of "utilize," "help" instead of "facilitate."
2. **Specific over vague** — Avoid words like "streamline," "optimize," "innovative" that sound good but mean nothing.
3. **Active over passive** — "We generate reports" not "Reports are generated."
4. **Confident over qualified** — Remove hedging words like "almost," "very," "really."
5. **Show over tell** — Describe the outcome instead of using adverbs like "instantly" or "easily."
6. **Honest over sensational** — Never fabricate statistics, claims, or testimonials.
1. **Simple over complex** — "Use" not "utilize," "help" not "facilitate"
2. **Specific over vague** — Avoid "streamline," "optimize," "innovative"
3. **Active over passive** — "We generate reports" not "Reports are generated"
4. **Confident over qualified** — Remove "almost," "very," "really"
5. **Show over tell** — Describe the outcome instead of using adverbs
6. **Honest over sensational** — Never fabricate statistics or testimonials
### Quick Quality Check
Before finalizing, scan for:
- Jargon that could confuse outsiders
- Sentences trying to do too much (max 3 conjunctions)
- Passive voice constructions
- Exclamation points (remove them)
- Marketing buzzwords without substance
- Jargon that could confuse outsiders?
- Sentences trying to do too much?
- Passive voice constructions?
- Exclamation points? (remove them)
- Marketing buzzwords without substance?
For a thorough line-by-line review, run the copy through the **copy-editing** skill's Seven Sweeps framework.
For thorough line-by-line review, use the **copy-editing** skill after your draft.
---
@@ -109,252 +90,71 @@ Get to the point. Don't bury the value in qualifications.
### Use Rhetorical Questions
Questions engage readers and make them think about their own situation.
- "Hate returning stuff to Amazon?"
- "Tired of chasing approvals?"
✅ Hate returning stuff to Amazon?
✅ Need to share a screenshot?
✅ Tired of chasing approvals?
### Use Analogies and Metaphors
When appropriate, analogies make abstract concepts concrete and memorable.
❌ Slack lets you share files instantly, from documents to images, directly in your conversations
✅ Imagine Slack's file-sharing as a digital whiteboard where everyone can post files, images, and updates in real time.
### Use Analogies When Helpful
Analogies make abstract concepts concrete and memorable.
### Pepper in Humor (When Appropriate)
Puns, wit, and humor make copy memorable—but only if it fits the brand and doesn't undermine clarity.
Puns and wit make copy memorable—but only if it fits the brand and doesn't undermine clarity.
---
## Page Structure Framework
### Above the Fold (First Screen)
### Above the Fold
**Headline**
- Your single most important message
- Should communicate core value proposition
- Communicate core value proposition
- Specific > generic
**Headline Formulas:**
**Example formulas:**
- "{Achieve outcome} without {pain point}"
- "The {category} for {audience}"
- "Never {unpleasant event} again"
- "{Question highlighting main pain point}"
**{Achieve desirable outcome} without {pain point}**
*Example: Understand how users are really experiencing your site without drowning in numbers*
**The {opposite of usual process} way to {achieve desirable outcome}**
*Example: The easiest way to turn your passion into income*
**Never {unpleasant event} again**
*Example: Never miss a sales opportunity again*
**{Key feature/product type} for {target audience}**
*Example: Advanced analytics for Shopify e-commerce*
**{Key feature/product type} for {target audience} to {what it's used for}**
*Example: An online whiteboard for teams to ideate and brainstorm together*
**You don't have to {skills or resources} to {achieve desirable outcome}**
*Example: With Ahrefs, you don't have to be an SEO pro to rank higher and get more traffic*
**{Achieve desirable outcome} by {how product makes it possible}**
*Example: Generate more leads by seeing which companies visit your site*
**{Key benefit of your product}**
*Example: Sound clear in online meetings*
**{Question highlighting the main pain point}**
*Example: Hate returning stuff to Amazon?*
**Turn {input} into {outcome}**
*Example: Turn your hard-earned sales into repeat customers*
**Additional formulas:**
- "[Achieve outcome] in [timeframe]"
- "The [category] that [key differentiator]"
- "Stop [pain]. Start [pleasure]."
- "[Number] [people] use [product] to [outcome]"
**For comprehensive headline formulas**: See [references/copy-frameworks.md](references/copy-frameworks.md)
**Subheadline**
- Expands on the headline
- Adds specificity or addresses secondary concern
- Expands on headline
- Adds specificity
- 1-2 sentences max
**Primary CTA**
- Action-oriented button text
- Communicate what they get, not what they do
- "Start Free Trial" > "Sign Up"
- "Get Your Report" > "Submit"
- Communicate what they get: "Start Free Trial" > "Sign Up"
**Supporting Visual**
- Product screenshot, demo, or hero image
- Should reinforce the message, not distract
### Core Sections
### Social Proof Section
| Section | Purpose |
|---------|---------|
| Social Proof | Build credibility (logos, stats, testimonials) |
| Problem/Pain | Show you understand their situation |
| Solution/Benefits | Connect to outcomes (3-5 key benefits) |
| How It Works | Reduce perceived complexity (3-4 steps) |
| Objection Handling | FAQ, comparisons, guarantees |
| Final CTA | Recap value, repeat CTA, risk reversal |
Options (use 1-2):
- Customer logos (recognizable > many)
- Key metric ("10,000+ teams")
- Short testimonial with attribution
- Star rating with review count
### Problem/Pain Section
- Articulate the problem better than they can
- Show you understand their situation
- Create recognition ("that's exactly my problem")
Structure:
- "You know the feeling..." or "If you're like most [role]..."
- Describe the specific frustrations
- Hint at the cost of not solving it
### Solution/Benefits Section
- Bridge from problem to your solution
- Focus on 3-5 key benefits (not 10)
- Each benefit: headline + short explanation + proof point if available
Format options:
- Benefit blocks with icons
- Before/after comparison
- Feature → Benefit → Proof structure
### How It Works Section
- Reduce perceived complexity
- 3-4 step process
- Each step: simple action + outcome
Example:
1. "Connect your tools (2 minutes)"
2. "Set your preferences"
3. "Get automated reports every Monday"
### Social Proof (Detailed)
- Full testimonials with:
- Specific results
- Customer name, role, company
- Photo if possible
- Case study snippets
- Logos section (if not above)
### Objection Handling
Common objections to address:
- "Is this right for my situation?"
- "What if it doesn't work?"
- "Is it hard to set up?"
- "How is this different from X?"
Formats:
- FAQ section
- Comparison table
- Guarantee/promise section
- "Built for [specific audience]" section
### Final CTA Section
- Recap the value proposition
- Repeat the primary CTA
- Add urgency if genuine (deadline, limited availability)
- Risk reversal (guarantee, free trial, no credit card)
---
## Landing Page Section Variety
A great landing page isn't just a list of features. Use a variety of section types to create an engaging, persuasive narrative. Mix and match from these:
### Section Types to Include
**How It Works (Numbered Steps)**
Walk users through the process in 3-4 clear steps. Reduces perceived complexity and shows the path to value.
**Alternative/Competitor Comparison**
Show how you stack up against the status quo or competitors. Tables, side-by-side comparisons, or "Unlike X, we..." sections.
**Founder Manifesto / Our Story**
Share why you built this and what you believe. Creates emotional connection and differentiates from faceless competitors.
**Testimonials**
Customer quotes with names, photos, and specific results. Multiple formats: quote cards, video testimonials, tweet embeds.
**Case Studies**
Deeper stories of customer success. Problem → Solution → Results format with specific metrics.
**Use Cases**
Show different ways the product is used. Helps visitors self-identify: "This is for people like me."
**Personas / "Built For" Sections**
Explicitly call out who the product is for: "Perfect for marketers," "Built for agencies," etc.
**Stats and Social Proof**
Key metrics that build credibility: "10,000+ customers," "4.9/5 rating," "$2M saved for customers."
**Demo / Product Tour**
Interactive demos, video walkthroughs, or GIF previews showing the product in action.
**FAQ Section**
Address common objections and questions. Good for SEO and reducing support burden.
**Integrations / Partners**
Show what tools you connect with. Logos build credibility and answer "Will this work with my stack?"
**Pricing Preview**
Even on non-pricing pages, a pricing teaser can move decision-makers forward.
**Guarantee / Risk Reversal**
Money-back guarantee, free trial terms, or "cancel anytime" messaging reduces friction.
### Recommended Section Mix
For a landing page, aim for variety. Don't just stack features:
**Typical Feature-Heavy Page (Weak):**
1. Hero
2. Feature 1
3. Feature 2
4. Feature 3
5. Feature 4
6. CTA
**Varied, Engaging Page (Strong):**
1. Hero with clear value prop
2. Social proof bar (logos or stats)
3. Problem/pain section
4. How it works (3 steps)
5. Key benefits (2-3, not 10)
6. Testimonial
7. Use cases or personas
8. Comparison to alternatives
9. Case study snippet
10. FAQ
11. Final CTA with guarantee
**For detailed section types and page templates**: See [references/copy-frameworks.md](references/copy-frameworks.md)
---
## CTA Copy Guidelines
**Weak CTAs (avoid):**
- Submit
- Sign Up
- Learn More
- Click Here
- Get Started
- Submit, Sign Up, Learn More, Click Here, Get Started
**Strong CTAs (use):**
- Start Free Trial
- Get [Specific Thing]
- See [Product] in Action
- Create Your First [Thing]
- Book My Demo
- Download the Guide
- Try It Free
**CTA formula:**
[Action Verb] + [What They Get] + [Qualifier if needed]
**Formula:** [Action Verb] + [What They Get] + [Qualifier if needed]
Examples:
- "Start My Free Trial"
@@ -363,72 +163,36 @@ Examples:
---
## Output Format
When writing copy, provide:
### Page Copy
Organized by section with clear labels:
- Headline
- Subheadline
- CTA
- Section headers
- Body copy
- Secondary CTAs
### Annotations
For key elements, explain:
- Why you made this choice
- What principle it applies
- Alternatives considered
### Alternatives
For headlines and CTAs, provide 2-3 options:
- Option A: [copy] — [rationale]
- Option B: [copy] — [rationale]
- Option C: [copy] — [rationale]
### Meta Content (if relevant)
- Page title (for SEO)
- Meta description
---
## Page-Specific Guidance
### Homepage Copy
### Homepage
- Serve multiple audiences without being generic
- Lead with broadest value proposition
- Provide clear paths for different visitor intents
- Balance "ready to buy" and "still researching"
### Landing Page Copy
### Landing Page
- Single message, single CTA
- Match headline to ad/traffic source
- Complete argument on one page
- Remove distractions (often no nav)
### Pricing Page Copy
### Pricing Page
- Help visitors choose the right plan
- Clarify what's included at each level
- Address "which is right for me?" anxiety
- Make recommended plan obvious
### Feature Page Copy
- Connect feature to benefit to outcome
### Feature Page
- Connect feature → benefit → outcome
- Show use cases and examples
- Differentiate from competitors' versions
- Clear path to try or buy
### About Page Copy
### About Page
- Tell the story of why you exist
- Connect company mission to customer benefit
- Build trust through transparency
- Still include a CTA (it's still a marketing page)
- Connect mission to customer benefit
- Still include a CTA
---
## Voice and Tone Considerations
## Voice and Tone
Before writing, establish:
@@ -442,17 +206,43 @@ Before writing, establish:
- Bold or understated?
- Technical or accessible?
Maintain consistency throughout, but adjust intensity:
Maintain consistency, but adjust intensity:
- Headlines can be bolder
- Body copy should be clearer
- CTAs should be action-oriented
---
## Output Format
When writing copy, provide:
### Page Copy
Organized by section:
- Headline, Subheadline, CTA
- Section headers and body copy
- Secondary CTAs
### Annotations
For key elements, explain:
- Why you made this choice
- What principle it applies
### Alternatives
For headlines and CTAs, provide 2-3 options:
- Option A: [copy] — [rationale]
- Option B: [copy] — [rationale]
### Meta Content (if relevant)
- Page title (for SEO)
- Meta description
---
## Related Skills
- **copy-editing**: For polishing and improving existing copy (use after writing your first draft)
- **page-cro**: If the page structure/strategy needs work, not just copy
- **copy-editing**: For polishing existing copy (use after your draft)
- **page-cro**: If page structure/strategy needs work, not just copy
- **email-sequence**: For email copywriting
- **popup-cro**: For popup and modal copy
- **ab-test-setup**: To test copy variations properly
- **ab-test-setup**: To test copy variations

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@@ -0,0 +1,338 @@
# Copy Frameworks Reference
Headline formulas, page section types, and structural templates.
## Headline Formulas
### Outcome-Focused
**{Achieve desirable outcome} without {pain point}**
> Understand how users are really experiencing your site without drowning in numbers
**{Achieve desirable outcome} by {how product makes it possible}**
> Generate more leads by seeing which companies visit your site
**Turn {input} into {outcome}**
> Turn your hard-earned sales into repeat customers
**[Achieve outcome] in [timeframe]**
> Get your tax refund in 10 days
---
### Problem-Focused
**Never {unpleasant event} again**
> Never miss a sales opportunity again
**{Question highlighting the main pain point}**
> Hate returning stuff to Amazon?
**Stop [pain]. Start [pleasure].**
> Stop chasing invoices. Start getting paid on time.
---
### Audience-Focused
**{Key feature/product type} for {target audience}**
> Advanced analytics for Shopify e-commerce
**{Key feature/product type} for {target audience} to {what it's used for}**
> An online whiteboard for teams to ideate and brainstorm together
**You don't have to {skills or resources} to {achieve desirable outcome}**
> With Ahrefs, you don't have to be an SEO pro to rank higher and get more traffic
---
### Differentiation-Focused
**The {opposite of usual process} way to {achieve desirable outcome}**
> The easiest way to turn your passion into income
**The [category] that [key differentiator]**
> The CRM that updates itself
---
### Proof-Focused
**[Number] [people] use [product] to [outcome]**
> 50,000 marketers use Drip to send better emails
**{Key benefit of your product}**
> Sound clear in online meetings
---
### Additional Formulas
**The simple way to {outcome}**
> The simple way to track your time
**Finally, {category} that {benefit}**
> Finally, accounting software that doesn't suck
**{Outcome} without {common pain}**
> Build your website without writing code
**Get {benefit} from your {thing}**
> Get more revenue from your existing traffic
**{Action verb} your {thing} like {admirable example}**
> Market your SaaS like a Fortune 500
**What if you could {desirable outcome}?**
> What if you could close deals 30% faster?
**Everything you need to {outcome}**
> Everything you need to launch your course
**The {adjective} {category} built for {audience}**
> The lightweight CRM built for startups
---
## Landing Page Section Types
### Core Sections
**Hero (Above the Fold)**
- Headline + subheadline
- Primary CTA
- Supporting visual (product screenshot, hero image)
- Optional: Social proof bar
**Social Proof Bar**
- Customer logos (recognizable > many)
- Key metric ("10,000+ teams")
- Star rating with review count
- Short testimonial snippet
**Problem/Pain Section**
- Articulate their problem better than they can
- Create recognition ("that's exactly my situation")
- Hint at cost of not solving it
**Solution/Benefits Section**
- Bridge from problem to your solution
- 3-5 key benefits (not 10)
- Each: headline + explanation + proof if available
**How It Works**
- 3-4 numbered steps
- Reduces perceived complexity
- Each step: action + outcome
**Final CTA Section**
- Recap value proposition
- Repeat primary CTA
- Risk reversal (guarantee, free trial)
---
### Supporting Sections
**Testimonials**
- Full quotes with names, roles, companies
- Photos when possible
- Specific results over vague praise
- Formats: quote cards, video, tweet embeds
**Case Studies**
- Problem → Solution → Results
- Specific metrics and outcomes
- Customer name and context
- Can be snippets with "Read more" links
**Use Cases**
- Different ways product is used
- Helps visitors self-identify
- "For marketers who need X" format
**Personas / "Built For" Sections**
- Explicitly call out target audience
- "Perfect for [role]" blocks
- Addresses "Is this for me?" question
**FAQ Section**
- Address common objections
- Good for SEO
- Reduces support burden
- 5-10 most common questions
**Comparison Section**
- vs. competitors (name them or don't)
- vs. status quo (spreadsheets, manual processes)
- Tables or side-by-side format
**Integrations / Partners**
- Logos of tools you connect with
- "Works with your stack" messaging
- Builds credibility
**Founder Story / Manifesto**
- Why you built this
- What you believe
- Emotional connection
- Differentiates from faceless competitors
**Demo / Product Tour**
- Interactive demos
- Video walkthroughs
- GIF previews
- Shows product in action
**Pricing Preview**
- Teaser even on non-pricing pages
- Starting price or "from $X/mo"
- Moves decision-makers forward
**Guarantee / Risk Reversal**
- Money-back guarantee
- Free trial terms
- "Cancel anytime"
- Reduces friction
**Stats Section**
- Key metrics that build credibility
- "10,000+ customers"
- "4.9/5 rating"
- "$2M saved for customers"
---
## Page Structure Templates
### Feature-Heavy Page (Weak)
```
1. Hero
2. Feature 1
3. Feature 2
4. Feature 3
5. Feature 4
6. CTA
```
This is a list, not a persuasive narrative.
---
### Varied, Engaging Page (Strong)
```
1. Hero with clear value prop
2. Social proof bar (logos or stats)
3. Problem/pain section
4. How it works (3 steps)
5. Key benefits (2-3, not 10)
6. Testimonial
7. Use cases or personas
8. Comparison to alternatives
9. Case study snippet
10. FAQ
11. Final CTA with guarantee
```
This tells a story and addresses objections.
---
### Compact Landing Page
```
1. Hero (headline, subhead, CTA, image)
2. Social proof bar
3. 3 key benefits with icons
4. Testimonial
5. How it works (3 steps)
6. Final CTA with guarantee
```
Good for ad landing pages where brevity matters.
---
### Enterprise/B2B Landing Page
```
1. Hero (outcome-focused headline)
2. Logo bar (recognizable companies)
3. Problem section (business pain)
4. Solution overview
5. Use cases by role/department
6. Security/compliance section
7. Integration logos
8. Case study with metrics
9. ROI/value section
10. Contact/demo CTA
```
Addresses enterprise buyer concerns.
---
### Product Launch Page
```
1. Hero with launch announcement
2. Video demo or walkthrough
3. Feature highlights (3-5)
4. Before/after comparison
5. Early testimonials
6. Launch pricing or early access offer
7. CTA with urgency
```
Good for ProductHunt, launches, or announcements.
---
## Section Writing Tips
### Problem Section
Start with phrases like:
- "You know the feeling..."
- "If you're like most [role]..."
- "Every day, [audience] struggles with..."
- "We've all been there..."
Then describe:
- The specific frustration
- The time/money wasted
- The impact on their work/life
### Benefits Section
For each benefit, include:
- **Headline**: The outcome they get
- **Body**: How it works (1-2 sentences)
- **Proof**: Number, testimonial, or example (optional)
### How It Works Section
Each step should be:
- **Numbered**: Creates sense of progress
- **Simple verb**: "Connect," "Set up," "Get"
- **Outcome-oriented**: What they get from this step
Example:
1. Connect your tools (takes 2 minutes)
2. Set your preferences
3. Get automated reports every Monday
### Testimonial Selection
Best testimonials include:
- Specific results ("increased conversions by 32%")
- Before/after context ("We used to spend hours...")
- Role + company for credibility
- Something quotable and specific
Avoid testimonials that just say:
- "Great product!"
- "Love it!"
- "Easy to use!"

307
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@@ -14,60 +14,40 @@ If `.claude/product-marketing-context.md` exists, read it before asking question
Before providing recommendations, understand:
1. **Product Context**
- What type of product? (SaaS tool, marketplace, app, etc.)
- B2B or B2C?
- What's the core value proposition?
2. **Activation Definition**
- What's the "aha moment" for your product?
- What action indicates a user "gets it"?
- What's your current activation rate?
3. **Current State**
- What happens immediately after signup?
- Is there an existing onboarding flow?
- Where do users currently drop off?
1. **Product Context** - What type of product? B2B or B2C? Core value proposition?
2. **Activation Definition** - What's the "aha moment"? What action indicates a user "gets it"?
3. **Current State** - What happens after signup? Where do users drop off?
---
## Core Principles
### 1. Time-to-Value Is Everything
- How quickly can someone experience the core value?
- Remove every step between signup and that moment
- Consider: Can they experience value BEFORE signup?
Remove every step between signup and experiencing core value.
### 2. One Goal Per Session
- Don't try to teach everything at once
- Focus first session on one successful outcome
- Save advanced features for later
Focus first session on one successful outcome. Save advanced features for later.
### 3. Do, Don't Show
- Interactive > Tutorial
- Doing the thing > Learning about the thing
- Show UI in context of real tasks
Interactive > Tutorial. Doing the thing > Learning about the thing.
### 4. Progress Creates Motivation
- Show advancement
- Celebrate completions
- Make the path visible
Show advancement. Celebrate completions. Make the path visible.
---
## Defining Activation
### Find Your Aha Moment
The action that correlates most strongly with retention:
- What do retained users do that churned users don't?
- What's the earliest indicator of future engagement?
- What action demonstrates they "got it"?
**Examples by product type:**
- Project management: Create first project + add team member
- Analytics: Install tracking + see first report
- Design tool: Create first design + export/share
- Collaboration: Invite first teammate
- Marketplace: Complete first transaction
### Activation Metrics
@@ -82,18 +62,11 @@ The action that correlates most strongly with retention:
### Immediate Post-Signup (First 30 Seconds)
**Options:**
1. **Product-first**: Drop directly into product
- Best for: Simple products, B2C, mobile apps
- Risk: Blank slate overwhelm
2. **Guided setup**: Short wizard to configure
- Best for: Products needing personalization
- Risk: Adds friction before value
3. **Value-first**: Show outcome immediately
- Best for: Products with demo data or samples
- Risk: May not feel "real"
| Approach | Best For | Risk |
|----------|----------|------|
| Product-first | Simple products, B2C, mobile | Blank slate overwhelm |
| Guided setup | Products needing personalization | Adds friction before value |
| Value-first | Products with demo data | May not feel "real" |
**Whatever you choose:**
- Clear single next action
@@ -115,19 +88,6 @@ The action that correlates most strongly with retention:
- Celebration on completion
- Dismiss option (don't trap users)
**Checklist item structure:**
- Clear action verb
- Benefit hint
- Estimated time
- Quick-start capability
Example:
```
☐ Connect your first data source (2 min)
Get real-time insights from your existing tools
[Connect Now]
```
### Empty States
Empty states are onboarding opportunities, not dead ends.
@@ -138,44 +98,14 @@ Empty states are onboarding opportunities, not dead ends.
- Clear primary action to add first item
- Optional: Pre-populate with example data
**Structure:**
1. Illustration or preview
2. Brief explanation of value
3. Primary CTA to add first item
4. Optional: Secondary action (import, template)
### Tooltips and Guided Tours
**When to use:**
- Complex UI that benefits from orientation
- Features that aren't self-evident
- Power features users might miss
**When to avoid:**
- Simple, intuitive interfaces
- Mobile apps (limited screen space)
- When they interrupt important flows
**When to use:** Complex UI, features that aren't self-evident, power features users might miss
**Best practices:**
- Max 3-5 steps per tour
- Point to actual UI elements
- Dismissable at any time
- Don't repeat for returning users
- Consider user-initiated tours
### Progress Indicators
**Types:**
- Checklist (discrete tasks)
- Progress bar (% complete)
- Level/stage indicator
- Profile completeness
**Best practices:**
- Show early progress (start at 20%, not 0%)
- Quick early wins (first items easy to complete)
- Clear benefit of completing
- Don't block features behind completion
---
@@ -188,83 +118,40 @@ Empty states are onboarding opportunities, not dead ends.
- Incomplete onboarding (24h, 72h)
- Activation achieved (celebration + next step)
- Feature discovery (days 3, 7, 14)
- Stalled user re-engagement
**Email should:**
- Reinforce in-app actions
- Not duplicate in-app messaging
- Reinforce in-app actions, not duplicate them
- Drive back to product with specific CTA
- Be personalized based on actions taken
### Push Notifications (Mobile)
- Permission timing is critical (not immediately)
- Clear value proposition for enabling
- Reserve for genuine value moments
- Re-engagement for stalled users
---
## Engagement Loops
### Building Habits
- What regular action should users take?
- What trigger can prompt return?
- What reward reinforces the behavior?
**Loop structure:**
Trigger → Action → Variable Reward → Investment
**Examples:**
- Trigger: Email digest of activity
- Action: Log in to respond
- Reward: Social engagement, progress, achievement
- Investment: Add more data, connections, content
### Milestone Celebrations
- Acknowledge meaningful achievements
- Show progress relative to journey
- Suggest next milestone
- Shareable moments (social proof generation)
---
## Handling Stalled Users
### Detection
- Define "stalled" criteria (X days inactive, incomplete setup)
- Monitor at cohort level
- Track recovery rate
Define "stalled" criteria (X days inactive, incomplete setup)
### Re-engagement Tactics
1. **Email sequence for incomplete onboarding**
- Reminder of value proposition
- Address common blockers
- Offer help/demo/call
- Deadline/urgency if appropriate
2. **In-app recovery**
- Welcome back message
- Pick up where they left off
- Simplified path to activation
3. **Human touch**
- For high-value accounts: personal outreach
- Offer live walkthrough
- Ask what's blocking them
1. **Email sequence** - Reminder of value, address blockers, offer help
2. **In-app recovery** - Welcome back, pick up where left off
3. **Human touch** - For high-value accounts, personal outreach
---
## Measurement
### Key Metrics
- **Activation rate**: % reaching activation event
- **Time to activation**: How long to first value
- **Onboarding completion**: % completing setup
- **Day 1/7/30 retention**: Return rate by timeframe
- **Feature adoption**: Which features get used
| Metric | Description |
|--------|-------------|
| Activation rate | % reaching activation event |
| Time to activation | How long to first value |
| Onboarding completion | % completing setup |
| Day 1/7/30 retention | Return rate by timeframe |
### Funnel Analysis
Track drop-off at each step:
```
Signup → Step 1 → Step 2 → Activation → Retention
@@ -278,142 +165,38 @@ Identify biggest drops and focus there.
## Output Format
### Onboarding Audit
For each issue:
- **Finding**: What's happening
- **Impact**: Why it matters
- **Recommendation**: Specific fix
- **Priority**: High/Medium/Low
For each issue: Finding → Impact → Recommendation → Priority
### Onboarding Flow Design
- **Activation goal**: What they should achieve
- **Step-by-step flow**: Each screen/state
- **Checklist items**: If applicable
- **Empty states**: Copy and CTA
- **Email sequence**: Triggers and content
- **Metrics plan**: What to measure
### Copy Deliverables
- Welcome screen copy
- Checklist items with microcopy
- Activation goal
- Step-by-step flow
- Checklist items (if applicable)
- Empty state copy
- Tooltip content
- Email sequence copy
- Milestone celebration copy
- Email sequence triggers
- Metrics plan
---
## Common Patterns by Product Type
### B2B SaaS Tool
1. Short setup wizard (use case selection)
2. First value-generating action
3. Team invitation prompt
4. Checklist for deeper setup
### Marketplace/Platform
1. Complete profile
2. First search/browse
3. First transaction
4. Repeat engagement loop
### Mobile App
1. Permission requests (strategic timing)
2. Quick win in first session
3. Push notification setup
4. Habit loop establishment
### Content/Social Platform
1. Follow/customize feed
2. First content consumption
3. First content creation
4. Social connection/engagement
| Product Type | Key Steps |
|--------------|-----------|
| B2B SaaS | Setup wizard → First value action → Team invite → Deep setup |
| Marketplace | Complete profile → Browse → First transaction → Repeat loop |
| Mobile App | Permissions → Quick win → Push setup → Habit loop |
| Content Platform | Follow/customize → Consume → Create → Engage |
---
## Experiment Ideas
### Flow Simplification Experiments
When recommending experiments, consider tests for:
- Flow simplification (step count, ordering)
- Progress and motivation mechanics
- Personalization by role or goal
- Support and help availability
**Reduce Friction**
- Add or remove email verification during onboarding
- Test empty states vs. pre-populated dummy data
- Provide pre-filled templates to accelerate setup
- Add OAuth options for faster account linking
- Reduce number of required onboarding steps
**Step Sequencing**
- Test different ordering of onboarding steps
- Lead with highest-value features first
- Move friction-heavy steps later in flow
- Test required vs. optional step balance
**Progress & Motivation**
- Add progress bars or completion percentages
- Test onboarding checklists (3-5 items vs. 5-7 items)
- Gamify milestones with badges or rewards
- Show "X% complete" messaging
---
### Guided Experience Experiments
**Product Tours**
- Add interactive product tours (Navattic, Storylane)
- Test tooltip-based guidance vs. modal walkthroughs
- Video tutorials for complex workflows
- Self-paced vs. guided tour options
**CTA Optimization**
- Test CTA text variations during onboarding
- Test CTA placement within onboarding screens
- Add in-app tooltips for advanced features
- Sticky CTAs that persist during onboarding
---
### Personalization Experiments
**User Segmentation**
- Segment users by role to show relevant features
- Segment by goal to customize onboarding path
- Create role-specific dashboards
- Ask use-case question to personalize flow
**Dynamic Content**
- Personalized welcome messages
- Industry-specific examples and templates
- Dynamic feature recommendations based on answers
---
### Quick Wins & Engagement Experiments
**Time-to-Value**
- Highlight quick wins early ("Complete your first X")
- Show success messages after key actions
- Display progress celebrations at milestones
- Suggest next steps after each completion
**Support & Help**
- Offer free onboarding calls for complex products
- Add contextual help throughout onboarding
- Test chat support availability during onboarding
- Proactive outreach for stuck users
---
### Email & Multi-Channel Experiments
**Onboarding Emails**
- Personalized welcome email from founder
- Behavior-based emails (triggered by actions/inactions)
- Test email timing and frequency
- Include quick tips and video content
**Feedback Loops**
- Add NPS survey during onboarding
- Ask "What's blocking you?" for incomplete users
- Follow-up based on NPS score
**For comprehensive experiment ideas**: See [references/experiments.md](references/experiments.md)
---

248
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@@ -0,0 +1,248 @@
# Onboarding Experiment Ideas
Comprehensive list of A/B tests and experiments for user onboarding and activation.
## Flow Simplification Experiments
### Reduce Friction
| Test | Hypothesis |
|------|------------|
| Email verification timing | During vs. after onboarding |
| Empty states vs. dummy data | Pre-populated examples |
| Pre-filled templates | Accelerate setup with templates |
| OAuth options | Faster account linking |
| Required step count | Fewer required steps |
| Optional vs. required fields | Minimize requirements |
| Skip options | Allow bypassing non-critical steps |
### Step Sequencing
| Test | Hypothesis |
|------|------------|
| Step ordering | Test different sequences |
| Value-first ordering | Highest-value features first |
| Friction placement | Move hard steps later |
| Required vs. optional balance | Ratio of required steps |
| Single vs. branching paths | One path vs. personalized |
| Quick start vs. full setup | Minimal path to value |
### Progress & Motivation
| Test | Hypothesis |
|------|------------|
| Progress bars | Show completion percentage |
| Checklist length | 3-5 items vs. 5-7 items |
| Gamification | Badges, rewards, achievements |
| Completion messaging | "X% complete" visibility |
| Starting point | Begin at 20% vs. 0% |
| Celebration moments | Acknowledge completions |
---
## Guided Experience Experiments
### Product Tours
| Test | Hypothesis |
|------|------------|
| Interactive tours | Tools like Navattic, Storylane |
| Tooltip vs. modal guidance | Subtle vs. attention-grabbing |
| Video tutorials | For complex workflows |
| Self-paced vs. guided | User control vs. structured |
| Tour length | Shorter vs. comprehensive |
| Tour triggering | Automatic vs. user-initiated |
### CTA Optimization
| Test | Hypothesis |
|------|------------|
| CTA text variations | Action-oriented copy testing |
| CTA placement | Position within screens |
| In-app tooltips | Feature discovery prompts |
| Sticky CTAs | Persist during onboarding |
| CTA contrast | Visual prominence |
| Secondary CTAs | "Learn more" vs. primary only |
### UI Guidance
| Test | Hypothesis |
|------|------------|
| Hotspot highlights | Draw attention to key features |
| Coachmarks | Contextual tips |
| Feature announcements | New feature discovery |
| Contextual help | Help where users need it |
| Search vs. guided | Self-service vs. directed |
---
## Personalization Experiments
### User Segmentation
| Test | Hypothesis |
|------|------------|
| Role-based onboarding | Different paths by role |
| Goal-based paths | Customize by stated goal |
| Role-specific dashboards | Relevant default views |
| Use-case question | Personalize based on answer |
| Industry-specific paths | Vertical customization |
| Experience-based | Beginner vs. expert paths |
### Dynamic Content
| Test | Hypothesis |
|------|------------|
| Personalized welcome | Name, company, role |
| Industry examples | Relevant use cases |
| Dynamic recommendations | Based on user answers |
| Template suggestions | Pre-filled for segment |
| Feature highlighting | Relevant to stated goals |
| Benchmark data | Industry-specific metrics |
---
## Quick Wins & Engagement Experiments
### Time-to-Value
| Test | Hypothesis |
|------|------------|
| First quick win | "Complete your first X" |
| Success messages | After key actions |
| Progress celebrations | Milestone moments |
| Next step suggestions | After each completion |
| Value demonstration | Show what they achieved |
| Outcome preview | What success looks like |
### Motivation Mechanics
| Test | Hypothesis |
|------|------------|
| Achievement badges | Gamification elements |
| Streaks | Consecutive day engagement |
| Leaderboards | Social comparison (if appropriate) |
| Rewards | Incentives for completion |
| Unlock mechanics | Features revealed progressively |
### Support & Help
| Test | Hypothesis |
|------|------------|
| Free onboarding calls | For complex products |
| Contextual help | Throughout onboarding |
| Chat support | Availability during onboarding |
| Proactive outreach | For stuck users |
| Self-service resources | Help docs, videos |
| Community access | Peer support early |
---
## Email & Multi-Channel Experiments
### Onboarding Emails
| Test | Hypothesis |
|------|------------|
| Founder welcome email | Personal vs. generic |
| Behavior-based triggers | Action/inaction based |
| Email timing | Immediate vs. delayed |
| Email frequency | More vs. fewer touches |
| Quick tips format | Short actionable content |
| Video in email | More engaging format |
### Email Content
| Test | Hypothesis |
|------|------------|
| Subject lines | Open rate optimization |
| Personalization depth | Name vs. behavior-based |
| CTA prominence | Single clear action |
| Social proof inclusion | Testimonials in email |
| Urgency messaging | Trial reminders |
| Plain text vs. designed | Format testing |
### Feedback Loops
| Test | Hypothesis |
|------|------------|
| NPS during onboarding | When to ask |
| Blocking question | "What's stopping you?" |
| NPS follow-up | Actions based on score |
| In-app feedback | Thumbs up/down on features |
| Survey timing | When to request feedback |
| Feedback incentives | Reward for completing |
---
## Re-engagement Experiments
### Stalled User Recovery
| Test | Hypothesis |
|------|------------|
| Re-engagement email timing | When to send |
| Personal outreach | Human vs. automated |
| Simplified path | Reduced steps for returners |
| Incentive offers | Discount or extended trial |
| Problem identification | Ask what's blocking |
| Demo offer | Live walkthrough |
### Return Experience
| Test | Hypothesis |
|------|------------|
| Welcome back message | Acknowledge return |
| Progress resume | Pick up where left off |
| Changed state | What happened while away |
| Re-onboarding | Fresh start option |
| Urgency messaging | Trial time remaining |
---
## Technical & UX Experiments
### Performance
| Test | Hypothesis |
|------|------------|
| Load time optimization | Faster = higher completion |
| Progressive loading | Perceived performance |
| Offline capability | Mobile experience |
| Error handling | Graceful failure recovery |
### Mobile Onboarding
| Test | Hypothesis |
|------|------------|
| Touch targets | Size and spacing |
| Swipe navigation | Mobile-native patterns |
| Screen count | Fewer screens needed |
| Input optimization | Mobile-friendly forms |
| Permission timing | When to ask |
### Accessibility
| Test | Hypothesis |
|------|------------|
| Screen reader support | Accessibility impact |
| Keyboard navigation | Non-mouse users |
| Color contrast | Visibility |
| Font sizing | Readability |
---
## Metrics to Track
For all experiments, measure:
| Metric | Description |
|--------|-------------|
| Activation rate | % reaching activation event |
| Time to activation | Hours/days to first value |
| Step completion rate | % completing each step |
| Drop-off points | Where users abandon |
| Return rate | Users who come back |
| Day 1/7/30 retention | Engagement over time |
| Feature adoption | Which features get used |
| Support requests | Volume during onboarding |

234
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@@ -14,31 +14,11 @@ If `.claude/product-marketing-context.md` exists, read it before asking question
Before providing recommendations, identify:
1. **Page Type**: What kind of page is this?
- Homepage
- Landing page (paid traffic, specific campaign)
- Pricing page
- Feature/product page
- Blog post with CTA
- About page
- Other
1. **Page Type**: Homepage, landing page, pricing, feature, blog, about, other
2. **Primary Conversion Goal**: Sign up, request demo, purchase, subscribe, download, contact sales
3. **Traffic Context**: Where are visitors coming from? (organic, paid, email, social)
2. **Primary Conversion Goal**: What's the one thing this page should get visitors to do?
- Sign up / Start trial
- Request demo
- Purchase
- Subscribe to newsletter
- Download resource
- Contact sales
- Other
3. **Traffic Context**: If known, where are visitors coming from?
- Organic search (what intent?)
- Paid ads (what messaging?)
- Social media
- Email
- Referral
- Direct
---
## CRO Analysis Framework
@@ -49,59 +29,46 @@ Analyze the page across these dimensions, in order of impact:
**Check for:**
- Can a visitor understand what this is and why they should care within 5 seconds?
- Is the primary benefit clear, specific, and differentiated?
- Does it address a real pain point or desire?
- Is it written in the customer's language (not company jargon)?
**Common issues:**
- Feature-focused instead of benefit-focused
- Too vague ("The best solution for your needs")
- Too clever (sacrificing clarity for creativity)
- Trying to say everything instead of the one most important thing
- Too vague or too clever (sacrificing clarity)
- Trying to say everything instead of the most important thing
### 2. Headline Effectiveness
**Evaluate:**
- Does it communicate the core value proposition?
- Is it specific enough to be meaningful?
- Does it create curiosity or urgency without being clickbait?
- Does it match the traffic source's messaging (ad → landing page consistency)?
- Does it match the traffic source's messaging?
**Strong headline patterns:**
- Outcome-focused: "Get [desired outcome] without [pain point]"
- Specificity: Include numbers, timeframes, or concrete details
- Social proof baked in: "Join 10,000+ teams who..."
- Direct address of pain: "Tired of [specific problem]?"
- Social proof: "Join 10,000+ teams who..."
### 3. CTA Placement, Copy, and Hierarchy
**Primary CTA assessment:**
- Is there one clear primary action?
- Is it visible without scrolling (above the fold)?
- Is it visible without scrolling?
- Does the button copy communicate value, not just action?
- Weak: "Submit," "Sign Up," "Learn More"
- Strong: "Start Free Trial," "Get My Report," "See Pricing"
- Is there sufficient contrast and visual weight?
**CTA hierarchy:**
- Is there a logical primary vs. secondary CTA structure?
- Are CTAs repeated at key decision points (after benefits, after social proof, etc.)?
- Is the commitment level appropriate for the page stage?
- Are CTAs repeated at key decision points?
### 4. Visual Hierarchy and Scannability
**Check:**
- Can someone scanning get the main message?
- Are the most important elements visually prominent?
- Is there clear information hierarchy (H1 → H2 → body)?
- Is there enough white space to let elements breathe?
- Is there enough white space?
- Do images support or distract from the message?
**Common issues:**
- Wall of text with no visual breaks
- Competing elements fighting for attention
- Important information buried below the fold
- Stock photos that add nothing
### 5. Trust Signals and Social Proof
**Types to look for:**
@@ -110,49 +77,37 @@ Analyze the page across these dimensions, in order of impact:
- Case study snippets with real numbers
- Review scores and counts
- Security badges (where relevant)
- "As seen in" media mentions
- Team/founder credibility
**Placement:**
- Near CTAs (to reduce friction at decision point)
- After benefit claims (to validate them)
- Throughout the page at natural break points
**Placement:** Near CTAs and after benefit claims
### 6. Objection Handling
**Identify likely objections for this page type:**
**Common objections to address:**
- Price/value concerns
- "Will this work for my situation?"
- Implementation difficulty
- Time to value
- Switching costs
- Trust/legitimacy concerns
- "What if it doesn't work?"
**Check if the page addresses these through:**
- FAQ sections
- Guarantee/refund policies
- Comparison content
- Feature explanations
- Process transparency
**Address through:** FAQ sections, guarantees, comparison content, process transparency
### 7. Friction Points
**Look for unnecessary friction:**
**Look for:**
- Too many form fields
- Unclear next steps
- Confusing navigation
- Required information that shouldn't be required
- Broken or slow elements
- Mobile experience issues
- Long load times
---
## Output Format
Structure your recommendations as:
### Quick Wins (Implement Now)
Changes that are easy to make and likely to have immediate impact.
Easy changes with likely immediate impact.
### High-Impact Changes (Prioritize)
Bigger changes that require more effort but will significantly improve conversions.
@@ -161,176 +116,65 @@ Bigger changes that require more effort but will significantly improve conversio
Hypotheses worth A/B testing rather than assuming.
### Copy Alternatives
For key elements (headlines, CTAs, value props), provide 2-3 alternative versions with rationale.
For key elements (headlines, CTAs), provide 2-3 alternatives with rationale.
---
## Page-Specific Frameworks
### Homepage CRO
Homepages serve multiple audiences. Focus on:
- Clear positioning statement that works for cold visitors
- Quick path to most common conversion action
- Navigation that helps visitors self-select
- Handling both "ready to buy" and "still researching" visitors
- Clear positioning for cold visitors
- Quick path to most common conversion
- Handle both "ready to buy" and "still researching"
### Landing Page CRO
Single-purpose pages. Focus on:
- Message match with traffic source
- Single CTA (remove navigation if possible)
- Complete argument on one page (minimize clicks to convert)
- Urgency/scarcity if genuine
- Complete argument on one page
### Pricing Page CRO
High-intent visitors. Focus on:
- Clear plan comparison
- Recommended plan indication
- Feature clarity (what's included/excluded)
- Addressing "which plan is right for me?" anxiety
- Easy path from pricing to checkout
- Address "which plan is right for me?" anxiety
### Feature Page CRO
Visitors researching specifics. Focus on:
- Connecting feature to benefit
- Connect feature to benefit
- Use cases and examples
- Comparison to alternatives
- Clear CTA to try/buy
- Clear path to try/buy
### Blog Post CRO
Content-to-conversion. Focus on:
- Contextual CTAs that match content topic
- Lead magnets related to article subject
- Contextual CTAs matching content topic
- Inline CTAs at natural stopping points
- Exit-intent as backup
---
## Experiment Ideas by Page Type
## Experiment Ideas
### Homepage Experiments
When recommending experiments, consider tests for:
- Hero section (headline, visual, CTA)
- Trust signals and social proof placement
- Pricing presentation
- Form optimization
- Navigation and UX
**Hero Section**
- Test headline variations (specific vs. abstract, benefit vs. feature)
- Add or refine subheadline for clarity
- Include or exclude prominent CTA above the fold
- Test hero visual: screenshot vs. GIF vs. illustration vs. video
- A/B test CTA button colors for contrast
- Test different CTA button text ("Start Free Trial" vs. "Get Started" vs. "See Demo")
- Add interactive demo to engage visitors immediately
**Trust & Social Proof**
- Test placement of customer logos (hero vs. below fold)
- Showcase case studies or testimonials in hero section
- Add trust badges (security, compliance, awards)
- Test customer count or social proof in headline
**Features & Content**
- Highlight key features with icons and brief descriptions
- Test feature section order and prominence
- Add or remove secondary CTAs throughout page
**Navigation & UX**
- Add sticky navigation bar with persistent CTA
- Test navigation menu order (high-priority items at edges)
- Add prominent CTA button in nav bar
- Live chat widget vs. AI chatbot for instant support
- Optimize footer for clarity and secondary conversions
---
### Pricing Page Experiments
**Price Presentation**
- Highlight annual billing discounts vs. show monthly only vs. show both
- Test different pricing points ($99 vs. $100 vs. $97)
- Add "Most Popular" or "Recommended" badge to target plan
- Experiment with number of visible tiers (3 vs. 4 vs. 2)
- Use price anchoring strategically
**Pricing UX**
- Add pricing calculator for complex/usage-based pricing
- Turn complex pricing table into guided multistep form
- Test feature comparison table formats
- Add toggle for monthly/annual with savings highlighted
- Test "Contact Sales" vs. showing enterprise pricing
**Objection Handling**
- Add FAQ section addressing common pricing objections
- Include ROI calculator or value demonstration
- Add money-back guarantee prominently
- Show price-per-user breakdowns for team plans
- Include "What's included" clarity for each tier
**Trust Signals**
- Add testimonials specific to pricing/value
- Show customer logos near pricing
- Display review scores from G2/Capterra
---
### Demo Request Page Experiments
**Form Optimization**
- Simplify demo request form (fewer fields)
- Test multi-step form with progress bar vs. single-step
- Test form placement: above fold vs. after content
- Add or remove phone number field
- Use field enrichment to hide known fields
**Page Content**
- Optimize demo page content with benefits above form
- Add product video or GIF showing demo experience
- Include "What You'll Learn" section
- Add customer testimonials near form
- Address common objections in FAQ
**CTA & Routing**
- Test demo button CTAs ("Book Your Demo" vs. "Schedule 15-Min Call")
- Offer on-demand demo alongside live option
- Personalize demo page messaging based on visitor data
- Remove navigation to reduce distractions
- Optimize routing: calendar link for qualified, self-serve for others
---
### Resource/Blog Page Experiments
**Content CTAs**
- Add floating or sticky CTAs on blog posts
- Test inline CTAs within content vs. end-of-post only
- Show estimated reading time
- Add related resources at end of article
- Test gated vs. free content strategies
**Resource Section**
- Optimize resource section navigation and filtering
- Add search functionality
- Highlight featured or popular resources
- Test grid vs. list view layouts
- Create resource bundles by topic
**For comprehensive experiment ideas by page type**: See [references/experiments.md](references/experiments.md)
---
## Task-Specific Questions
1. What's your current conversion rate and goal?
2. Where is traffic coming from?
3. What does your signup/purchase flow look like after this page?
4. Do you have any user research, heatmaps, or session recordings?
4. Do you have user research, heatmaps, or session recordings?
5. What have you already tried?
---
## Related Skills
- **signup-flow-cro**: If the issue is in the signup process itself, not the page leading to it
- **signup-flow-cro**: If the issue is in the signup process itself
- **form-cro**: If forms on the page need optimization
- **popup-cro**: If considering popups as part of the conversion strategy
- **copywriting**: If the page needs a complete copy rewrite rather than CRO tweaks
- **popup-cro**: If considering popups as part of the strategy
- **copywriting**: If the page needs a complete copy rewrite
- **ab-test-setup**: To properly test recommended changes

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@@ -0,0 +1,239 @@
# Page CRO Experiment Ideas
Comprehensive list of A/B tests and experiments organized by page type.
## Homepage Experiments
### Hero Section
| Test | Hypothesis |
|------|------------|
| Headline variations | Specific vs. abstract messaging |
| Subheadline clarity | Add/refine to support headline |
| CTA above fold | Include or exclude prominent CTA |
| Hero visual format | Screenshot vs. GIF vs. illustration vs. video |
| CTA button color | Test contrast and visibility |
| CTA button text | "Start Free Trial" vs. "Get Started" vs. "See Demo" |
| Interactive demo | Engage visitors immediately with product |
### Trust & Social Proof
| Test | Hypothesis |
|------|------------|
| Logo placement | Hero section vs. below fold |
| Case study in hero | Show results immediately |
| Trust badges | Add security, compliance, awards |
| Social proof in headline | "Join 10,000+ teams" messaging |
| Testimonial placement | Above fold vs. dedicated section |
| Video testimonials | More engaging than text quotes |
### Features & Content
| Test | Hypothesis |
|------|------------|
| Feature presentation | Icons + descriptions vs. detailed sections |
| Section ordering | Move high-value features up |
| Secondary CTAs | Add/remove throughout page |
| Benefit vs. feature focus | Lead with outcomes |
| Comparison section | Show vs. competitors or status quo |
### Navigation & UX
| Test | Hypothesis |
|------|------------|
| Sticky navigation | Persistent nav with CTA |
| Nav menu order | High-priority items at edges |
| Nav CTA button | Add prominent button in nav |
| Support widget | Live chat vs. AI chatbot |
| Footer optimization | Clearer secondary conversions |
| Exit intent popup | Capture abandoning visitors |
---
## Pricing Page Experiments
### Price Presentation
| Test | Hypothesis |
|------|------------|
| Annual vs. monthly display | Highlight savings or simplify |
| Price points | $99 vs. $100 vs. $97 psychology |
| "Most Popular" badge | Highlight target plan |
| Number of tiers | 3 vs. 4 vs. 2 visible options |
| Price anchoring | Order plans to anchor expectations |
| Custom enterprise tier | Show vs. "Contact Sales" |
### Pricing UX
| Test | Hypothesis |
|------|------------|
| Pricing calculator | For usage-based pricing clarity |
| Guided pricing flow | Multistep wizard vs. comparison table |
| Feature comparison format | Table vs. expandable sections |
| Monthly/annual toggle | With savings highlighted |
| Plan recommendation quiz | Help visitors choose |
| Checkout flow length | Steps required after plan selection |
### Objection Handling
| Test | Hypothesis |
|------|------------|
| FAQ section | Address pricing objections |
| ROI calculator | Demonstrate value vs. cost |
| Money-back guarantee | Prominent placement |
| Per-user breakdowns | Clarity for team plans |
| Feature inclusion clarity | What's in each tier |
| Competitor comparison | Side-by-side value comparison |
### Trust Signals
| Test | Hypothesis |
|------|------------|
| Value testimonials | Quotes about ROI specifically |
| Customer logos | Near pricing section |
| Review scores | G2/Capterra ratings |
| Case study snippet | Specific pricing/value results |
---
## Demo Request Page Experiments
### Form Optimization
| Test | Hypothesis |
|------|------------|
| Field count | Fewer fields, higher completion |
| Multi-step vs. single | Progress bar encouragement |
| Form placement | Above fold vs. after content |
| Phone field | Include vs. exclude |
| Field enrichment | Hide fields you can auto-fill |
| Form labels | Inside field vs. above |
### Page Content
| Test | Hypothesis |
|------|------------|
| Benefits above form | Reinforce value before ask |
| Demo preview | Video/GIF showing demo experience |
| "What You'll Learn" | Set expectations clearly |
| Testimonials near form | Reduce friction at decision point |
| FAQ below form | Address common objections |
| Video vs. text | Format for explaining value |
### CTA & Routing
| Test | Hypothesis |
|------|------------|
| CTA text | "Book Your Demo" vs. "Schedule 15-Min Call" |
| On-demand option | Instant demo alongside live option |
| Personalized messaging | Based on visitor data/source |
| Navigation removal | Reduce page distractions |
| Calendar integration | Inline booking vs. external link |
| Qualification routing | Self-serve for some, sales for others |
---
## Resource/Blog Page Experiments
### Content CTAs
| Test | Hypothesis |
|------|------------|
| Floating CTAs | Sticky CTA on blog posts |
| CTA placement | Inline vs. end-of-post only |
| Reading time display | Estimated reading time |
| Related resources | End-of-article recommendations |
| Gated vs. free | Content access strategy |
| Content upgrades | Specific to article topic |
### Resource Section
| Test | Hypothesis |
|------|------------|
| Navigation/filtering | Easier to find relevant content |
| Search functionality | Find specific resources |
| Featured resources | Highlight best content |
| Layout format | Grid vs. list view |
| Topic bundles | Grouped resources by theme |
| Download tracking | Gate some, track engagement |
---
## Landing Page Experiments
### Message Match
| Test | Hypothesis |
|------|------------|
| Headline matching | Match ad copy exactly |
| Visual matching | Match ad creative |
| Offer alignment | Same offer as ad promised |
| Audience-specific pages | Different pages per segment |
### Conversion Focus
| Test | Hypothesis |
|------|------------|
| Navigation removal | Single-focus page |
| CTA repetition | Multiple CTAs throughout |
| Form vs. button | Direct capture vs. click-through |
| Urgency/scarcity | If genuine, test messaging |
| Social proof density | Amount and placement |
| Video inclusion | Explain offer with video |
### Page Length
| Test | Hypothesis |
|------|------------|
| Short vs. long | Quick conversion vs. complete argument |
| Above-fold only | Minimal scroll required |
| Section ordering | Most important content first |
| Footer removal | Eliminate navigation |
---
## Feature Page Experiments
### Feature Presentation
| Test | Hypothesis |
|------|------------|
| Demo/screenshot | Show feature in action |
| Use case examples | How customers use it |
| Before/after | Impact visualization |
| Video walkthrough | Feature tour |
| Interactive demo | Try feature without signup |
### Conversion Path
| Test | Hypothesis |
|------|------------|
| Trial CTA | Feature-specific trial offer |
| Related features | Cross-link to other features |
| Comparison | vs. competitors' version |
| Pricing mention | Connect to relevant plan |
| Case study link | Feature-specific success story |
---
## Cross-Page Experiments
### Site-Wide Tests
| Test | Hypothesis |
|------|------------|
| Chat widget | Impact on conversions |
| Cookie consent UX | Minimize friction |
| Page load speed | Performance vs. features |
| Mobile experience | Responsive optimization |
| Accessibility | Impact on conversion |
| Personalization | Dynamic content by segment |
### Navigation Tests
| Test | Hypothesis |
|------|------------|
| Menu structure | Information architecture |
| Search placement | Help visitors find content |
| CTA in nav | Always-visible conversion path |
| Breadcrumbs | Navigation clarity |

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@@ -24,7 +24,6 @@ Gather this context (ask if not provided):
- What are you promoting? (Product, free trial, lead magnet, demo)
- What's the landing page URL?
- What makes this offer compelling?
- Any promotions or urgency elements?
### 3. Audience
- Who is the ideal customer?
@@ -36,71 +35,18 @@ Gather this context (ask if not provided):
- Have you run ads before? What worked/didn't?
- Do you have existing pixel/conversion data?
- What's your current funnel conversion rate?
- Any existing creative assets?
---
## Platform Selection Guide
### Google Ads
**Best for:** High-intent search traffic, capturing existing demand
**Use when:**
- People actively search for your solution
- You have clear keywords with commercial intent
- You want bottom-of-funnel conversions
**Campaign types:**
- Search: Keyword-targeted text ads
- Performance Max: AI-driven cross-channel
- Display: Banner ads across Google network
- YouTube: Video ads
- Demand Gen: Discovery and Gmail placements
### Meta (Facebook/Instagram)
**Best for:** Demand generation, visual products, broad targeting
**Use when:**
- Your product has visual appeal
- You're creating demand (not just capturing it)
- You have strong creative assets
- You want to build audiences for retargeting
**Campaign types:**
- Advantage+ Shopping: E-commerce automation
- Lead Gen: In-platform lead forms
- Conversions: Website conversion optimization
- Traffic: Link clicks to site
- Engagement: Social proof building
### LinkedIn Ads
**Best for:** B2B targeting, reaching decision-makers
**Use when:**
- You're selling to businesses
- Job title/company targeting matters
- Higher price points justify higher CPCs
- You need to reach specific industries
**Campaign types:**
- Sponsored Content: Feed posts
- Message Ads: Direct InMail
- Lead Gen Forms: In-platform capture
- Document Ads: Gated content
- Conversation Ads: Interactive messaging
### Twitter/X Ads
**Best for:** Tech audiences, real-time relevance, thought leadership
**Use when:**
- Your audience is active on X
- You have timely/trending content
- You want to amplify organic content
- Lower CPMs matter more than precision targeting
### TikTok Ads
**Best for:** Younger demographics, viral creative, brand awareness
**Use when:**
- Your audience skews younger (18-34)
- You can create native-feeling video content
- Brand awareness is a goal
- You have creative capacity for video
| Platform | Best For | Use When |
|----------|----------|----------|
| **Google Ads** | High-intent search traffic | People actively search for your solution |
| **Meta** | Demand generation, visual products | Creating demand, strong creative assets |
| **LinkedIn** | B2B, decision-makers | Job title/company targeting matters, higher price points |
| **Twitter/X** | Tech audiences, thought leadership | Audience is active on X, timely content |
| **TikTok** | Younger demographics, viral creative | Audience skews 18-34, video capacity |
---
@@ -116,14 +62,11 @@ Account
│ │ ├── Ad 2: [Creative variation B]
│ │ └── Ad 3: [Creative variation C]
│ └── Ad Set 2: [Targeting variation]
│ └── Ads...
└── Campaign 2...
```
### Naming Conventions
Use consistent naming for easy analysis:
```
[Platform]_[Objective]_[Audience]_[Offer]_[Date]
@@ -133,7 +76,7 @@ GOOG_Search_Brand_Demo_Ongoing
LI_LeadGen_CMOs-SaaS_Whitepaper_Mar24
```
### Budget Allocation Framework
### Budget Allocation
**Testing phase (first 2-4 weeks):**
- 70% to proven/safe campaigns
@@ -148,213 +91,80 @@ LI_LeadGen_CMOs-SaaS_Whitepaper_Mar24
## Ad Copy Frameworks
### Primary Text Formulas
### Key Formulas
**Problem-Agitate-Solve (PAS):**
```
[Problem statement]
[Agitate the pain]
[Introduce solution]
[CTA]
```
Example:
> Spending hours on manual reporting every week?
> While you're buried in spreadsheets, your competitors are making decisions.
> [Product] automates your reports in minutes.
> Start your free trial →
> [Problem] → [Agitate the pain] → [Introduce solution] → [CTA]
**Before-After-Bridge (BAB):**
```
[Current painful state]
[Desired future state]
[Your product as the bridge]
```
Example:
> Before: Chasing down approvals across email, Slack, and spreadsheets.
> After: Every approval tracked, automated, and on time.
> [Product] connects your tools and keeps projects moving.
> [Current painful state] → [Desired future state] → [Your product as bridge]
**Social Proof Lead:**
```
[Impressive stat or testimonial]
[What you do]
[CTA]
```
> [Impressive stat or testimonial] → [What you do] → [CTA]
Example:
> "We cut our reporting time by 75%." — Sarah K., Marketing Director
> [Product] automates the reports you hate building.
> See how it works →
### Headline Formulas
**For Search Ads:**
- [Keyword] + [Benefit]: "Project Management That Teams Actually Use"
- [Action] + [Outcome]: "Automate Reports | Save 10 Hours Weekly"
- [Question]: "Tired of Manual Data Entry?"
- [Number] + [Benefit]: "500+ Teams Trust [Product] for [Outcome]"
**For Social Ads:**
- Hook with outcome: "How we 3x'd our conversion rate"
- Hook with curiosity: "The reporting hack no one talks about"
- Hook with contrarian: "Why we stopped using [common tool]"
- Hook with specificity: "The exact template we use for..."
### CTA Variations
**Soft CTAs (awareness/consideration):**
- Learn More
- See How It Works
- Watch Demo
- Get the Guide
**Hard CTAs (conversion):**
- Start Free Trial
- Get Started Free
- Book a Demo
- Claim Your Discount
- Buy Now
**Urgency CTAs (when genuine):**
- Limited Time: 30% Off
- Offer Ends [Date]
- Only X Spots Left
**For detailed templates and headline formulas**: See [references/ad-copy-templates.md](references/ad-copy-templates.md)
---
## Audience Targeting Strategies
## Audience Targeting Overview
### Google Ads Audiences
### Platform Strengths
**Search campaigns:**
- Keywords (exact, phrase, broad match)
- Audience layering (observation mode first)
- Remarketing lists for search ads (RLSA)
| Platform | Key Targeting | Best Signals |
|----------|---------------|--------------|
| Google | Keywords, search intent | What they're searching |
| Meta | Interests, behaviors, lookalikes | Engagement patterns |
| LinkedIn | Job titles, companies, industries | Professional identity |
**Display/YouTube:**
- Custom intent (based on search behavior)
- In-market audiences
- Affinity audiences
- Customer match (upload email lists)
- Similar/lookalike audiences
### Key Concepts
### Meta Audiences
- **Lookalikes**: Base on best customers (by LTV), not all customers
- **Retargeting**: Segment by funnel stage (visitors vs. cart abandoners)
- **Exclusions**: Always exclude existing customers and recent converters
**Core audiences (interest/demographic):**
- Layer interests with AND logic for precision
- Exclude existing customers
- Start broad, let algorithm optimize
**Custom audiences:**
- Website visitors (by page, time on site, frequency)
- Customer list uploads
- Engagement (video viewers, page engagers)
- App activity
**Lookalike audiences:**
- Source: Best customers (by LTV, not just all customers)
- Size: Start 1%, expand to 1-3% as you scale
- Layer: Lookalike + interest for early testing
### LinkedIn Audiences
**Job-based targeting:**
- Job titles (be specific, avoid broad)
- Job functions + seniority
- Skills (self-reported)
**Company-based targeting:**
- Company size
- Industry
- Company names (ABM)
- Company growth rate
**Combinations that work:**
- Job function + seniority + company size
- Industry + job title
- Company list + decision-maker titles
**For detailed targeting strategies by platform**: See [references/audience-targeting.md](references/audience-targeting.md)
---
## Creative Best Practices
### Image Ads
**What works:**
- Clear product screenshots showing UI
- Before/after comparisons
- Stats and numbers as focal point
- Human faces (real, not stock)
- Bold, readable text overlay (keep under 20%)
**What doesn't:**
- Generic stock photos
- Too much text
- Cluttered visuals
- Low contrast/hard to read
### Video Ads
**Structure for short-form (15-30 sec):**
### Video Ads Structure (15-30 sec)
1. Hook (0-3 sec): Pattern interrupt, question, or bold statement
2. Problem (3-8 sec): Relatable pain point
3. Solution (8-20 sec): Show product/benefit
4. CTA (20-30 sec): Clear next step
**Structure for longer-form (60+ sec):**
1. Hook (0-5 sec)
2. Problem deep-dive (5-20 sec)
3. Solution introduction (20-35 sec)
4. Social proof (35-45 sec)
5. How it works (45-55 sec)
6. CTA with offer (55-60 sec)
**Production tips:**
- Captions always (85% watch without sound)
- Vertical for Stories/Reels, square for feed
- Native feel outperforms polished
- First 3 seconds determine if they watch
### Ad Creative Testing
**Testing hierarchy:**
### Creative Testing Hierarchy
1. Concept/angle (biggest impact)
2. Hook/headline
3. Visual style
4. Body copy
5. CTA
**Testing approach:**
- Test one variable at a time for clean data
- Need 100+ conversions per variant for significance
- Kill losers fast (3-5 days with sufficient spend)
- Iterate on winners
---
## Campaign Optimization
### Key Metrics by Objective
**Awareness:**
- CPM (cost per 1,000 impressions)
- Reach and frequency
- Video view rate / watch time
- Brand lift (if available)
**Consideration:**
- CTR (click-through rate)
- CPC (cost per click)
- Landing page views
- Time on site from ads
**Conversion:**
- CPA (cost per acquisition)
- ROAS (return on ad spend)
- Conversion rate
- Cost per lead / cost per sale
| Objective | Primary Metrics |
|-----------|-----------------|
| Awareness | CPM, Reach, Video view rate |
| Consideration | CTR, CPC, Time on site |
| Conversion | CPA, ROAS, Conversion rate |
### Optimization Levers
@@ -369,25 +179,13 @@ Example:
- Creative isn't resonating → test new hooks/angles
- Audience mismatch → refine targeting
- Ad fatigue → refresh creative
- Weak offer → improve value proposition
**If CPM is high:**
- Audience too narrow → expand targeting
- High competition → try different placements
- Low relevance score → improve creative fit
- Bidding too aggressively → adjust bid caps
### Bid Strategies
**Manual/controlled:**
- Use when: Learning phase, small budgets, need control
- Manual CPC, bid caps, cost caps
**Automated/smart:**
- Use when: Sufficient conversion data (50+ per month), scaling
- Target CPA, target ROAS, maximize conversions
**Progression:**
### Bid Strategy Progression
1. Start with manual or cost caps
2. Gather conversion data (50+ conversions)
3. Switch to automated with targets based on historical data
@@ -397,22 +195,13 @@ Example:
## Retargeting Strategies
### Funnel-Based Retargeting
### Funnel-Based Approach
**Top of funnel (awareness):**
- Audience: Blog readers, video viewers, social engagers
- Message: Educational content, social proof
- Goal: Move to consideration
**Middle of funnel (consideration):**
- Audience: Pricing page visitors, feature page visitors
- Message: Case studies, demos, comparisons
- Goal: Move to decision
**Bottom of funnel (decision):**
- Audience: Cart abandoners, trial users, demo no-shows
- Message: Urgency, objection handling, offers
- Goal: Convert
| Funnel Stage | Audience | Message | Goal |
|--------------|----------|---------|------|
| Top | Blog readers, video viewers | Educational, social proof | Move to consideration |
| Middle | Pricing/feature page visitors | Case studies, demos | Move to decision |
| Bottom | Cart abandoners, trial users | Urgency, objection handling | Convert |
### Retargeting Windows
@@ -423,114 +212,69 @@ Example:
| Cold (any visit) | 30-90 days | 1-2x/week |
### Exclusions to Set Up
Always exclude:
- Existing customers (unless upsell campaign)
- Existing customers (unless upsell)
- Recent converters (7-14 day window)
- Bounced visitors (<10 sec on site)
- Bounced visitors (<10 sec)
- Irrelevant pages (careers, support)
---
## Reporting & Analysis
### Weekly Review Checklist
- [ ] Spend vs. budget pacing
- [ ] CPA/ROAS vs. targets
- [ ] Top and bottom performing ads
- [ ] Audience performance breakdown
- [ ] Frequency check (fatigue risk)
- [ ] Landing page conversion rate
- [ ] Any disapproved ads or policy issues
### Monthly Analysis
- [ ] Overall channel performance vs. goals
- [ ] Creative performance trends
- [ ] Audience insights and learnings
- [ ] Budget reallocation recommendations
- [ ] Test results and next tests
- [ ] Competitive landscape changes
### Weekly Review
- Spend vs. budget pacing
- CPA/ROAS vs. targets
- Top and bottom performing ads
- Audience performance breakdown
- Frequency check (fatigue risk)
- Landing page conversion rate
### Attribution Considerations
- Platform attribution is inflated (they want credit)
- Platform attribution is inflated
- Use UTM parameters consistently
- Compare platform data to GA4/analytics
- Consider incrementality testing for mature accounts
- Compare platform data to GA4
- Look at blended CAC, not just platform CPA
---
## Platform-Specific Setup Guides
## Platform Setup
### Google Ads Setup Checklist
Before launching campaigns, ensure proper tracking and account setup.
- [ ] Conversion tracking installed and tested
- [ ] Google Analytics 4 linked
- [ ] Audience lists created (remarketing, customer match)
- [ ] Negative keyword lists built
- [ ] Ad extensions set up (sitelinks, callouts, structured snippets)
- [ ] Brand campaign running (protect branded terms)
- [ ] Competitor campaign considered
- [ ] Location and language targeting set
- [ ] Ad schedule aligned with business hours (if B2B)
**For complete setup checklists by platform**: See [references/platform-setup-checklists.md](references/platform-setup-checklists.md)
### Meta Ads Setup Checklist
- [ ] Pixel installed and events firing
- [ ] Conversions API set up (server-side tracking)
- [ ] Custom audiences created
- [ ] Product catalog connected (if e-commerce)
- [ ] Domain verified
- [ ] Business Manager properly configured
- [ ] Aggregated event measurement prioritized
- [ ] Creative assets in correct sizes
- [ ] UTM parameters in all URLs
### LinkedIn Ads Setup Checklist
- [ ] Insight Tag installed
- [ ] Conversion tracking configured
- [ ] Matched audiences created
- [ ] Company page connected
- [ ] Lead gen form templates created
- [ ] Document assets uploaded (for Document Ads)
- [ ] Audience size validated (not too narrow)
- [ ] Budget realistic for LinkedIn CPCs ($8-15+)
### Universal Pre-Launch Checklist
- [ ] Conversion tracking tested with real conversion
- [ ] Landing page loads fast (<3 sec)
- [ ] Landing page mobile-friendly
- [ ] UTM parameters working
- [ ] Budget set correctly
- [ ] Targeting matches intended audience
---
## Common Mistakes to Avoid
### Strategy Mistakes
### Strategy
- Launching without conversion tracking
- Too many campaigns/ad sets (fragmenting budget)
- Too many campaigns (fragmenting budget)
- Not giving algorithms enough learning time
- Optimizing for wrong metric (clicks vs. conversions)
- Ignoring landing page experience
- Optimizing for wrong metric
### Targeting Mistakes
- Audiences too narrow (can't exit learning phase)
- Audiences too broad (wasting spend)
### Targeting
- Audiences too narrow or too broad
- Not excluding existing customers
- Overlapping audiences competing with each other
- Ignoring negative keywords (Search)
- Overlapping audiences competing
### Creative Mistakes
- Only running one ad per ad set
- Not refreshing creative (ad fatigue)
### Creative
- Only one ad per ad set
- Not refreshing creative (fatigue)
- Mismatch between ad and landing page
- Ignoring mobile experience
- Too much text in images (Meta)
### Budget Mistakes
- Spreading budget too thin across campaigns
### Budget
- Spreading too thin across campaigns
- Making big budget changes (disrupts learning)
- Not accounting for platform minimums
- Stopping campaigns during learning phase
- Weekend/off-hours spend without adjustment
---

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# Ad Copy Templates Reference
Detailed formulas and templates for writing high-converting ad copy.
## Primary Text Formulas
### Problem-Agitate-Solve (PAS)
```
[Problem statement]
[Agitate the pain]
[Introduce solution]
[CTA]
```
**Example:**
> Spending hours on manual reporting every week?
> While you're buried in spreadsheets, your competitors are making decisions.
> [Product] automates your reports in minutes.
> Start your free trial →
---
### Before-After-Bridge (BAB)
```
[Current painful state]
[Desired future state]
[Your product as the bridge]
```
**Example:**
> Before: Chasing down approvals across email, Slack, and spreadsheets.
> After: Every approval tracked, automated, and on time.
> [Product] connects your tools and keeps projects moving.
---
### Social Proof Lead
```
[Impressive stat or testimonial]
[What you do]
[CTA]
```
**Example:**
> "We cut our reporting time by 75%." — Sarah K., Marketing Director
> [Product] automates the reports you hate building.
> See how it works →
---
### Feature-Benefit Bridge
```
[Feature]
[So that...]
[Which means...]
```
**Example:**
> Real-time collaboration on documents
> So your team always works from the latest version
> Which means no more version confusion or lost work
---
### Direct Response
```
[Bold claim/outcome]
[Proof point]
[CTA with urgency if genuine]
```
**Example:**
> Cut your reporting time by 80%
> Join 5,000+ marketing teams already using [Product]
> Start free → First month 50% off
---
## Headline Formulas
### For Search Ads
| Formula | Example |
|---------|---------|
| [Keyword] + [Benefit] | "Project Management That Teams Actually Use" |
| [Action] + [Outcome] | "Automate Reports \| Save 10 Hours Weekly" |
| [Question] | "Tired of Manual Data Entry?" |
| [Number] + [Benefit] | "500+ Teams Trust [Product] for [Outcome]" |
| [Keyword] + [Differentiator] | "CRM Built for Small Teams" |
| [Price/Offer] + [Keyword] | "Free Project Management \| No Credit Card" |
### For Social Ads
| Type | Example |
|------|---------|
| Outcome hook | "How we 3x'd our conversion rate" |
| Curiosity hook | "The reporting hack no one talks about" |
| Contrarian hook | "Why we stopped using [common tool]" |
| Specificity hook | "The exact template we use for..." |
| Question hook | "What if you could cut your admin time in half?" |
| Number hook | "7 ways to improve your workflow today" |
| Story hook | "We almost gave up. Then we found..." |
---
## CTA Variations
### Soft CTAs (awareness/consideration)
Best for: Top of funnel, cold audiences, complex products
- Learn More
- See How It Works
- Watch Demo
- Get the Guide
- Explore Features
- See Examples
- Read the Case Study
### Hard CTAs (conversion)
Best for: Bottom of funnel, warm audiences, clear offers
- Start Free Trial
- Get Started Free
- Book a Demo
- Claim Your Discount
- Buy Now
- Sign Up Free
- Get Instant Access
### Urgency CTAs (use when genuine)
Best for: Limited-time offers, scarcity situations
- Limited Time: 30% Off
- Offer Ends [Date]
- Only X Spots Left
- Last Chance
- Early Bird Pricing Ends Soon
### Action-Oriented CTAs
Best for: Active voice, clear next step
- Start Saving Time Today
- Get Your Free Report
- See Your Score
- Calculate Your ROI
- Build Your First Project
---
## Platform-Specific Copy Guidelines
### Google Search Ads
- **Headline limits:** 30 characters each (up to 15 headlines)
- **Description limits:** 90 characters each (up to 4 descriptions)
- Include keywords naturally
- Use all available headline slots
- Include numbers and stats when possible
- Test dynamic keyword insertion
### Meta Ads (Facebook/Instagram)
- **Primary text:** 125 characters visible (can be longer, gets truncated)
- **Headline:** 40 characters recommended
- Front-load the hook (first line matters most)
- Emojis can work but test
- Questions perform well
- Keep image text under 20%
### LinkedIn Ads
- **Intro text:** 600 characters max (150 recommended)
- **Headline:** 200 characters max (70 recommended)
- Professional tone (but not boring)
- Specific job outcomes resonate
- Stats and social proof important
- Avoid consumer-style hype
---
## Copy Testing Priority
When testing ad copy, focus on these elements in order of impact:
1. **Hook/angle** (biggest impact on performance)
2. **Headline**
3. **Primary benefit**
4. **CTA**
5. **Supporting proof points**
Test one element at a time for clean data.

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# Audience Targeting Reference
Detailed targeting strategies for each major ad platform.
## Google Ads Audiences
### Search Campaign Targeting
**Keywords:**
- Exact match: [keyword] — most precise, lower volume
- Phrase match: "keyword" — moderate precision and volume
- Broad match: keyword — highest volume, use with smart bidding
**Audience layering:**
- Add audiences in "observation" mode first
- Analyze performance by audience
- Switch to "targeting" mode for high performers
**RLSA (Remarketing Lists for Search Ads):**
- Bid higher on past visitors searching your terms
- Show different ads to returning searchers
- Exclude converters from prospecting campaigns
### Display/YouTube Targeting
**Custom intent audiences:**
- Based on recent search behavior
- Create from your converting keywords
- High intent, good for prospecting
**In-market audiences:**
- People actively researching solutions
- Pre-built by Google
- Layer with demographics for precision
**Affinity audiences:**
- Based on interests and habits
- Better for awareness
- Broad but can exclude irrelevant
**Customer match:**
- Upload email lists
- Retarget existing customers
- Create lookalikes from best customers
**Similar/lookalike audiences:**
- Based on your customer match lists
- Expand reach while maintaining relevance
- Best when source list is high-quality customers
---
## Meta Audiences
### Core Audiences (Interest/Demographic)
**Interest targeting tips:**
- Layer interests with AND logic for precision
- Use Audience Insights to research interests
- Start broad, let algorithm optimize
- Exclude existing customers always
**Demographic targeting:**
- Age and gender (if product-specific)
- Location (down to zip/postal code)
- Language
- Education and work (limited data now)
**Behavior targeting:**
- Purchase behavior
- Device usage
- Travel patterns
- Life events
### Custom Audiences
**Website visitors:**
- All visitors (last 180 days max)
- Specific page visitors
- Time on site thresholds
- Frequency (visited X times)
**Customer list:**
- Upload emails/phone numbers
- Match rate typically 30-70%
- Refresh regularly for accuracy
**Engagement audiences:**
- Video viewers (25%, 50%, 75%, 95%)
- Page/profile engagers
- Form openers
- Instagram engagers
**App activity:**
- App installers
- In-app events
- Purchase events
### Lookalike Audiences
**Source audience quality matters:**
- Use high-LTV customers, not all customers
- Purchasers > leads > all visitors
- Minimum 100 source users, ideally 1,000+
**Size recommendations:**
- 1% — most similar, smallest reach
- 1-3% — good balance for most
- 3-5% — broader, good for scale
- 5-10% — very broad, awareness only
**Layering strategies:**
- Lookalike + interest = more precision early
- Test lookalike-only as you scale
- Exclude the source audience
---
## LinkedIn Audiences
### Job-Based Targeting
**Job titles:**
- Be specific (CMO vs. "Marketing")
- LinkedIn normalizes titles, but verify
- Stack related titles
- Exclude irrelevant titles
**Job functions:**
- Broader than titles
- Combine with seniority level
- Good for awareness campaigns
**Seniority levels:**
- Entry, Senior, Manager, Director, VP, CXO, Partner
- Layer with function for precision
**Skills:**
- Self-reported, less reliable
- Good for technical roles
- Use as expansion layer
### Company-Based Targeting
**Company size:**
- 1-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000, 5000+
- Key filter for B2B
**Industry:**
- Based on company classification
- Can be broad, layer with other criteria
**Company names (ABM):**
- Upload target account list
- Minimum 300 companies recommended
- Match rate varies
**Company growth rate:**
- Hiring rapidly = budget available
- Good signal for timing
### High-Performing Combinations
| Use Case | Targeting Combination |
|----------|----------------------|
| Enterprise sales | Company size 1000+ + VP/CXO + Industry |
| SMB sales | Company size 11-200 + Manager/Director + Function |
| Developer tools | Skills + Job function + Company type |
| ABM campaigns | Company list + Decision-maker titles |
| Broad awareness | Industry + Seniority + Geography |
---
## Twitter/X Audiences
### Targeting options:
- Follower lookalikes (accounts similar to followers of X)
- Interest categories
- Keywords (in tweets)
- Conversation topics
- Events
- Tailored audiences (your lists)
### Best practices:
- Follower lookalikes of relevant accounts work well
- Keyword targeting catches active conversations
- Lower CPMs than LinkedIn/Meta
- Less precise, better for awareness
---
## TikTok Audiences
### Targeting options:
- Demographics (age, gender, location)
- Interests (TikTok's categories)
- Behaviors (video interactions)
- Device (iOS/Android, connection type)
- Custom audiences (pixel, customer file)
- Lookalike audiences
### Best practices:
- Younger skew (18-34 primarily)
- Interest targeting is broad
- Creative matters more than targeting
- Let algorithm optimize with broad targeting
---
## Audience Size Guidelines
| Platform | Minimum Recommended | Ideal Range |
|----------|-------------------|-------------|
| Google Search | 1,000+ searches/mo | 5,000-50,000 |
| Google Display | 100,000+ | 500K-5M |
| Meta | 100,000+ | 500K-10M |
| LinkedIn | 50,000+ | 100K-500K |
| Twitter/X | 50,000+ | 100K-1M |
| TikTok | 100,000+ | 1M+ |
Too narrow = expensive, slow learning
Too broad = wasted spend, poor relevance
---
## Exclusion Strategy
Always exclude:
- Existing customers (unless upsell)
- Recent converters (7-14 days)
- Bounced visitors (<10 sec)
- Employees (by company or email list)
- Irrelevant page visitors (careers, support)
- Competitors (if identifiable)

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# Platform Setup Checklists
Complete setup checklists for major ad platforms.
## Google Ads Setup
### Account Foundation
- [ ] Google Ads account created and verified
- [ ] Billing information added
- [ ] Time zone and currency set correctly
- [ ] Account access granted to team members
### Conversion Tracking
- [ ] Google tag installed on all pages
- [ ] Conversion actions created (purchase, lead, signup)
- [ ] Conversion values assigned (if applicable)
- [ ] Enhanced conversions enabled
- [ ] Test conversions firing correctly
- [ ] Import conversions from GA4 (optional)
### Analytics Integration
- [ ] Google Analytics 4 linked
- [ ] Auto-tagging enabled
- [ ] GA4 audiences available in Google Ads
- [ ] Cross-domain tracking set up (if multiple domains)
### Audience Setup
- [ ] Remarketing tag verified
- [ ] Website visitor audiences created:
- All visitors (180 days)
- Key page visitors (pricing, demo, features)
- Converters (for exclusion)
- [ ] Customer match lists uploaded
- [ ] Similar audiences enabled
### Campaign Readiness
- [ ] Negative keyword lists created:
- Universal negatives (free, jobs, careers, reviews, complaints)
- Competitor negatives (if needed)
- Irrelevant industry terms
- [ ] Location targeting set (include/exclude)
- [ ] Language targeting set
- [ ] Ad schedule configured (if B2B, business hours)
- [ ] Device bid adjustments considered
### Ad Extensions
- [ ] Sitelinks (4-6 relevant pages)
- [ ] Callouts (key benefits, offers)
- [ ] Structured snippets (features, types, services)
- [ ] Call extension (if phone leads valuable)
- [ ] Lead form extension (if using)
- [ ] Price extensions (if applicable)
- [ ] Image extensions (where available)
### Brand Protection
- [ ] Brand campaign running (protect branded terms)
- [ ] Competitor campaigns considered
- [ ] Brand terms in negative lists for non-brand campaigns
---
## Meta Ads Setup
### Business Manager Foundation
- [ ] Business Manager created
- [ ] Business verified (if running certain ad types)
- [ ] Ad account created within Business Manager
- [ ] Payment method added
- [ ] Team access configured with proper roles
### Pixel & Tracking
- [ ] Meta Pixel installed on all pages
- [ ] Standard events configured:
- PageView (automatic)
- ViewContent (product/feature pages)
- Lead (form submissions)
- Purchase (conversions)
- AddToCart (if e-commerce)
- InitiateCheckout (if e-commerce)
- [ ] Conversions API (CAPI) set up for server-side tracking
- [ ] Event Match Quality score > 6
- [ ] Test events in Events Manager
### Domain & Aggregated Events
- [ ] Domain verified in Business Manager
- [ ] Aggregated Event Measurement configured
- [ ] Top 8 events prioritized in order of importance
- [ ] Web events prioritized for iOS 14+ tracking
### Audience Setup
- [ ] Custom audiences created:
- Website visitors (all, 30/60/90/180 days)
- Key page visitors
- Video viewers (25%, 50%, 75%, 95%)
- Page/Instagram engagers
- Customer list uploaded
- [ ] Lookalike audiences created (1%, 1-3%)
- [ ] Saved audiences for common targeting
### Catalog (E-commerce)
- [ ] Product catalog connected
- [ ] Product feed updating correctly
- [ ] Catalog sales campaigns enabled
- [ ] Dynamic product ads configured
### Creative Assets
- [ ] Images in correct sizes:
- Feed: 1080x1080 (1:1)
- Stories/Reels: 1080x1920 (9:16)
- Landscape: 1200x628 (1.91:1)
- [ ] Videos in correct formats
- [ ] Ad copy variations ready
- [ ] UTM parameters in all destination URLs
### Compliance
- [ ] Special Ad Categories declared (if housing, credit, employment, politics)
- [ ] Landing page complies with Meta policies
- [ ] No prohibited content in ads
---
## LinkedIn Ads Setup
### Campaign Manager Foundation
- [ ] Campaign Manager account created
- [ ] Company Page connected
- [ ] Billing information added
- [ ] Team access configured
### Insight Tag & Tracking
- [ ] LinkedIn Insight Tag installed on all pages
- [ ] Tag verified and firing
- [ ] Conversion tracking configured:
- URL-based conversions
- Event-specific conversions
- [ ] Conversion values set (if applicable)
### Audience Setup
- [ ] Matched Audiences created:
- Website retargeting audiences
- Company list uploaded (for ABM)
- Contact list uploaded
- [ ] Lookalike audiences created
- [ ] Saved audiences for common targeting
### Lead Gen Forms (if using)
- [ ] Lead gen form templates created
- [ ] Form fields selected (minimize for conversion)
- [ ] Privacy policy URL added
- [ ] Thank you message configured
- [ ] CRM integration set up (or CSV export process)
### Document Ads (if using)
- [ ] Documents uploaded (PDF, PowerPoint)
- [ ] Gating configured (full gate or preview)
- [ ] Lead gen form connected
### Creative Assets
- [ ] Single image ads: 1200x627 (1.91:1) or 1080x1080 (1:1)
- [ ] Carousel images ready
- [ ] Video specs met (if using)
- [ ] Ad copy within character limits:
- Intro text: 600 max, 150 recommended
- Headline: 200 max, 70 recommended
### Budget Considerations
- [ ] Budget realistic for LinkedIn CPCs ($8-15+ typical)
- [ ] Audience size validated (50K+ recommended)
- [ ] Daily vs. lifetime budget decided
- [ ] Bid strategy selected
---
## Twitter/X Ads Setup
### Account Foundation
- [ ] Ads account created
- [ ] Payment method added
- [ ] Account verified (if required)
### Tracking
- [ ] Twitter Pixel installed
- [ ] Conversion events created
- [ ] Website tag verified
### Audience Setup
- [ ] Tailored audiences created:
- Website visitors
- Customer lists
- [ ] Follower lookalikes identified
- [ ] Interest and keyword targets researched
### Creative
- [ ] Tweet copy within 280 characters
- [ ] Images: 1200x675 (1.91:1) or 1200x1200 (1:1)
- [ ] Video specs met (if using)
- [ ] Cards configured (website, app, etc.)
---
## TikTok Ads Setup
### Account Foundation
- [ ] TikTok Ads Manager account created
- [ ] Business verification completed
- [ ] Payment method added
### Pixel & Tracking
- [ ] TikTok Pixel installed
- [ ] Events configured (ViewContent, Purchase, etc.)
- [ ] Events API set up (recommended)
### Audience Setup
- [ ] Custom audiences created
- [ ] Lookalike audiences created
- [ ] Interest categories identified
### Creative
- [ ] Vertical video (9:16) ready
- [ ] Native-feeling content (not too polished)
- [ ] First 3 seconds are compelling hooks
- [ ] Captions added (most watch without sound)
- [ ] Music/sounds selected (licensed if needed)
---
## Universal Pre-Launch Checklist
Before launching any campaign:
- [ ] Conversion tracking tested with real conversion
- [ ] Landing page loads fast (<3 sec)
- [ ] Landing page mobile-friendly
- [ ] UTM parameters working
- [ ] Budget set correctly (daily vs. lifetime)
- [ ] Start/end dates correct
- [ ] Targeting matches intended audience
- [ ] Ad creative approved
- [ ] Team notified of launch
- [ ] Reporting dashboard ready