From a3f13c9dd730fd21564fee9d3f763b011030ed11 Mon Sep 17 00:00:00 2001 From: Corey Haines <34802794+coreyhaines31@users.noreply.github.com> Date: Thu, 15 Jan 2026 16:20:29 -0800 Subject: [PATCH] Add experiment ideas sections to all CRO skills Adds curated A/B test experiments from SaaS CRO playbook to: - page-cro: homepage, pricing, demo, resource page experiments - signup-flow-cro: form design, copy, trial, post-submit experiments - onboarding-cro: flow simplification, guided experience, personalization - form-cro: structure, copy, mobile, type-specific experiments - popup-cro: placement, triggers, messaging, personalization - paywall-upgrade-cro: triggers, design, pricing, trials, personalization Co-Authored-By: Claude Opus 4.5 --- skills/form-cro.md | 80 +++++++++++++++++ skills/onboarding-cro.md | 87 +++++++++++++++++++ skills/page-cro.md | 106 +++++++++++++++++++++++ skills/paywall-upgrade-cro.md | 156 ++++++++++++++++++++++++++++++++++ skills/popup-cro.md | 91 ++++++++++++++++++++ skills/signup-flow-cro.md | 79 +++++++++++++++++ 6 files changed, 599 insertions(+) diff --git a/skills/form-cro.md b/skills/form-cro.md index 3a61319..5cb2c10 100644 --- a/skills/form-cro.md +++ b/skills/form-cro.md @@ -325,6 +325,86 @@ Ideas to A/B test with expected outcomes --- +## Experiment Ideas + +### Form Structure Experiments + +**Layout & Flow** +- Single-step form vs. multi-step with progress bar +- 1-column vs. 2-column field layout +- Form embedded on page vs. separate page +- Vertical vs. horizontal field alignment +- Form above fold vs. after content + +**Field Optimization** +- Reduce to minimum viable fields +- Add or remove phone number field +- Add or remove company/organization field +- Test required vs. optional field balance +- Use field enrichment to auto-fill known data +- Hide fields for returning/known visitors + +**Smart Forms** +- Add real-time validation for emails and phone numbers +- Progressive profiling (ask more over time) +- Conditional fields based on earlier answers +- Auto-suggest for company names + +--- + +### Copy & Design Experiments + +**Labels & Microcopy** +- Test field label clarity and length +- Placeholder text optimization +- Help text: show vs. hide vs. on-hover +- Error message tone (friendly vs. direct) + +**CTAs & Buttons** +- Button text variations ("Submit" vs. "Get My Quote" vs. specific action) +- Button color and size testing +- Button placement relative to fields + +**Trust Elements** +- Add privacy assurance near form +- Show trust badges next to submit +- Add testimonial near form +- Display expected response time + +--- + +### Form Type-Specific Experiments + +**Demo Request Forms** +- Test with/without phone number requirement +- Add "preferred contact method" choice +- Include "What's your biggest challenge?" question +- Test calendar embed vs. form submission + +**Lead Capture Forms** +- Email-only vs. email + name +- Test value proposition messaging above form +- Gated vs. ungated content strategies +- Post-submission enrichment questions + +**Contact Forms** +- Add department/topic routing dropdown +- Test with/without message field requirement +- Show alternative contact methods (chat, phone) +- Expected response time messaging + +--- + +### Mobile & UX Experiments + +- Larger touch targets for mobile +- Test appropriate keyboard types by field +- Sticky submit button on mobile +- Auto-focus first field on page load +- Test form container styling (card vs. minimal) + +--- + ## Questions to Ask If you need more context: diff --git a/skills/onboarding-cro.md b/skills/onboarding-cro.md index 419c08e..97315d6 100644 --- a/skills/onboarding-cro.md +++ b/skills/onboarding-cro.md @@ -327,6 +327,93 @@ For each issue: --- +## Experiment Ideas + +### Flow Simplification Experiments + +**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 + +--- + ## Questions to Ask If you need more context: diff --git a/skills/page-cro.md b/skills/page-cro.md index 996da4f..23418e4 100644 --- a/skills/page-cro.md +++ b/skills/page-cro.md @@ -207,6 +207,112 @@ Content-to-conversion. Focus on: --- +## Experiment Ideas by Page Type + +### Homepage Experiments + +**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 + +--- + ## Questions to Ask the User If you need more context, ask: diff --git a/skills/paywall-upgrade-cro.md b/skills/paywall-upgrade-cro.md index 46d677e..6979118 100644 --- a/skills/paywall-upgrade-cro.md +++ b/skills/paywall-upgrade-cro.md @@ -394,6 +394,162 @@ What to measure and expected benchmarks --- +## Experiment Ideas + +### Trigger & Timing Experiments + +**When to Show** +- Test trigger timing: after aha moment vs. at feature attempt +- Early trial reminder (7 days) vs. late reminder (1 day before) +- Show after X actions completed vs. after X days +- Test soft prompts at different engagement thresholds +- Trigger based on usage patterns vs. time-based only + +**Trigger Type** +- Hard gate (can't proceed) vs. soft gate (preview + prompt) +- Feature lock vs. usage limit as primary trigger +- In-context modal vs. dedicated upgrade page +- Banner reminder vs. modal prompt +- Exit-intent on free plan pages + +--- + +### Paywall Design Experiments + +**Layout & Format** +- Full-screen paywall vs. modal overlay +- Minimal paywall (CTA-focused) vs. feature-rich paywall +- Single plan display vs. plan comparison +- Image/preview included vs. text-only +- Vertical layout vs. horizontal layout on desktop + +**Value Presentation** +- Feature list vs. benefit statements +- Show what they'll lose (loss aversion) vs. what they'll gain +- Personalized value summary based on usage +- Before/after demonstration +- ROI calculator or value quantification + +**Visual Elements** +- Add product screenshots or previews +- Include short demo video or GIF +- Test illustration vs. product imagery +- Animated vs. static paywall +- Progress visualization (what they've accomplished) + +--- + +### Pricing Presentation Experiments + +**Price Display** +- Show monthly vs. annual vs. both with toggle +- Highlight savings for annual ($ amount vs. % off) +- Price per day framing ("Less than a coffee") +- Show price after trial vs. emphasize "Start Free" +- Display price prominently vs. de-emphasize until click + +**Plan Options** +- Single recommended plan vs. multiple tiers +- Add "Most Popular" badge to target plan +- Test number of visible plans (2 vs. 3) +- Show enterprise/custom tier vs. hide it +- Include one-time purchase option alongside subscription + +**Discounts & Offers** +- First month/year discount for conversion +- Limited-time upgrade offer with countdown +- Loyalty discount based on free usage duration +- Bundle discount for annual commitment +- Referral discount for social proof + +--- + +### Copy & Messaging Experiments + +**Headlines** +- Benefit-focused ("Unlock unlimited projects") vs. feature-focused ("Get Pro features") +- Question format ("Ready to do more?") vs. statement format +- Urgency-based ("Don't lose your work") vs. value-based +- Personalized headline with user's name or usage data +- Social proof headline ("Join 10,000+ Pro users") + +**CTAs** +- "Start Free Trial" vs. "Upgrade Now" vs. "Continue with Pro" +- First person ("Start My Trial") vs. second person ("Start Your Trial") +- Value-specific ("Unlock Unlimited") vs. generic ("Upgrade") +- Add urgency ("Upgrade Today") vs. no pressure +- Include price in CTA vs. separate price display + +**Objection Handling** +- Add money-back guarantee messaging +- Show "Cancel anytime" prominently +- Include FAQ on paywall +- Address specific objections based on feature gated +- Add chat/support option on paywall + +--- + +### Trial & Conversion Experiments + +**Trial Structure** +- 7-day vs. 14-day vs. 30-day trial length +- Credit card required vs. not required for trial +- Full-access trial vs. limited feature trial +- Trial extension offer for engaged users +- Second trial offer for expired/churned users + +**Trial Expiration** +- Countdown timer visibility (always vs. near end) +- Email reminders: frequency and timing +- Grace period after expiration vs. immediate downgrade +- "Last chance" offer with discount +- Pause option vs. immediate cancellation + +**Upgrade Path** +- One-click upgrade from paywall vs. separate checkout +- Pre-filled payment info for returning users +- Multiple payment methods offered +- Quarterly plan option alongside monthly/annual +- Team invite flow for solo-to-team conversion + +--- + +### Personalization Experiments + +**Usage-Based** +- Personalize paywall copy based on features used +- Highlight most-used premium features +- Show usage stats ("You've created 50 projects") +- Recommend plan based on behavior patterns +- Dynamic feature emphasis based on user segment + +**Segment-Specific** +- Different paywall for power users vs. casual users +- B2B vs. B2C messaging variations +- Industry-specific value propositions +- Role-based feature highlighting +- Traffic source-based messaging + +--- + +### Frequency & UX Experiments + +**Frequency Capping** +- Test number of prompts per session +- Cool-down period after dismiss (hours vs. days) +- Escalating urgency over time vs. consistent messaging +- Once per feature vs. consolidated prompts +- Re-show rules after major engagement + +**Dismiss Behavior** +- "Maybe later" vs. "No thanks" vs. "Remind me tomorrow" +- Ask reason for declining +- Offer alternative (lower tier, annual discount) +- Exit survey on dismiss +- Friendly vs. neutral decline copy + +--- + ## Questions to Ask If you need more context: diff --git a/skills/popup-cro.md b/skills/popup-cro.md index 772c4a8..82f29b8 100644 --- a/skills/popup-cro.md +++ b/skills/popup-cro.md @@ -338,6 +338,97 @@ Ideas to A/B test with expected outcomes --- +## Experiment Ideas + +### Placement & Format Experiments + +**Banner Variations** +- Top bar vs. banner below header +- Sticky banner vs. static banner +- Full-width vs. contained banner +- Banner with countdown timer vs. without + +**Popup Formats** +- Center modal vs. slide-in from corner +- Full-screen overlay vs. smaller modal +- Bottom bar vs. corner popup +- Top announcements vs. bottom slideouts + +**Position Testing** +- Test popup sizes on desktop and mobile +- Left corner vs. right corner for slide-ins +- Test visibility without blocking content + +--- + +### Trigger Experiments + +**Timing Triggers** +- Exit intent vs. 30-second delay vs. 50% scroll depth +- Test optimal time delay (10s vs. 30s vs. 60s) +- Test scroll depth percentage (25% vs. 50% vs. 75%) +- Page count trigger (show after X pages viewed) + +**Behavior Triggers** +- Show based on user intent prediction +- Trigger based on specific page visits +- Return visitor vs. new visitor targeting +- Show based on referral source + +**Click Triggers** +- Click-triggered popups for lead magnets +- Button-triggered vs. link-triggered modals +- Test in-content triggers vs. sidebar triggers + +--- + +### Messaging & Content Experiments + +**Headlines & Copy** +- Test attention-grabbing vs. informational headlines +- "Limited-time offer" vs. "New feature alert" messaging +- Urgency-focused copy vs. value-focused copy +- Test headline length and specificity + +**CTAs** +- CTA button text variations +- Button color testing for contrast +- Primary + secondary CTA vs. single CTA +- Test decline text (friendly vs. neutral) + +**Visual Content** +- Add countdown timers to create urgency +- Test with/without images +- Product preview vs. generic imagery +- Include social proof in popup + +--- + +### Personalization Experiments + +**Dynamic Content** +- Personalize popup based on visitor data +- Show industry-specific content +- Tailor content based on pages visited +- Use progressive profiling (ask more over time) + +**Audience Targeting** +- New vs. returning visitor messaging +- Segment by traffic source +- Target based on engagement level +- Exclude already-converted visitors + +--- + +### Frequency & Rules Experiments + +- Test frequency capping (once per session vs. once per week) +- Cool-down period after dismissal +- Test different dismiss behaviors +- Show escalating offers over multiple visits + +--- + ## Questions to Ask If you need more context: diff --git a/skills/signup-flow-cro.md b/skills/signup-flow-cro.md index fa7a253..26615e0 100644 --- a/skills/signup-flow-cro.md +++ b/skills/signup-flow-cro.md @@ -257,6 +257,85 @@ Organized by: --- +## Experiment Ideas + +### Form Design Experiments + +**Layout & Structure** +- Single-step vs. multi-step signup flow +- Multi-step with progress bar vs. without +- 1-column vs. 2-column field layout +- Form embedded on page vs. separate signup page +- Horizontal vs. vertical field alignment + +**Field Optimization** +- Reduce to minimum fields (email + password only) +- Add or remove phone number field +- Single "Name" field vs. "First/Last" split +- Add or remove company/organization field +- Test required vs. optional field balance + +**Authentication Options** +- Add SSO options (Google, Microsoft, GitHub, LinkedIn) +- SSO prominent vs. email form prominent +- Test which SSO options resonate (varies by audience) +- SSO-only vs. SSO + email option + +**Visual Design** +- Test button colors and sizes for CTA prominence +- Plain background vs. product-related visuals +- Test form container styling (card vs. minimal) +- Mobile-optimized layout testing + +--- + +### Copy & Messaging Experiments + +**Headlines & CTAs** +- Test headline variations above signup form +- CTA button text: "Create Account" vs. "Start Free Trial" vs. "Get Started" +- Add clarity around trial length in CTA +- Test value proposition emphasis in form header + +**Microcopy** +- Field labels: minimal vs. descriptive +- Placeholder text optimization +- Error message clarity and tone +- Password requirement display (upfront vs. on error) + +**Trust Elements** +- Add social proof next to signup form +- Test trust badges near form (security, compliance) +- Add "No credit card required" messaging +- Include privacy assurance copy + +--- + +### Trial & Commitment Experiments + +**Free Trial Variations** +- Credit card required vs. not required for trial +- Test trial length impact (7 vs. 14 vs. 30 days) +- Freemium vs. free trial model +- Trial with limited features vs. full access + +**Friction Points** +- Email verification required vs. delayed vs. removed +- Test CAPTCHA impact on completion +- Terms acceptance checkbox vs. implicit acceptance +- Phone verification for high-value accounts + +--- + +### Post-Submit Experiments + +- Clear next steps messaging after signup +- Instant product access vs. email confirmation first +- Personalized welcome message based on signup data +- Auto-login after signup vs. require login + +--- + ## Questions to Ask If you need more context: