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 <noreply@anthropic.com>
This commit is contained in:
Corey Haines
@@ -325,6 +325,86 @@ Ideas to A/B test with expected outcomes
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---
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---
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## Experiment Ideas
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### Form Structure Experiments
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**Layout & Flow**
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- Single-step form vs. multi-step with progress bar
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- 1-column vs. 2-column field layout
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- Form embedded on page vs. separate page
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- Vertical vs. horizontal field alignment
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- Form above fold vs. after content
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**Field Optimization**
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- Reduce to minimum viable fields
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- Add or remove phone number field
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- Add or remove company/organization field
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- Test required vs. optional field balance
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- Use field enrichment to auto-fill known data
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- Hide fields for returning/known visitors
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**Smart Forms**
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- Add real-time validation for emails and phone numbers
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- Progressive profiling (ask more over time)
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- Conditional fields based on earlier answers
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- Auto-suggest for company names
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---
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### Copy & Design Experiments
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**Labels & Microcopy**
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- Test field label clarity and length
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- Placeholder text optimization
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- Help text: show vs. hide vs. on-hover
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- Error message tone (friendly vs. direct)
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**CTAs & Buttons**
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- Button text variations ("Submit" vs. "Get My Quote" vs. specific action)
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- Button color and size testing
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- Button placement relative to fields
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**Trust Elements**
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- Add privacy assurance near form
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- Show trust badges next to submit
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- Add testimonial near form
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- Display expected response time
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---
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### Form Type-Specific Experiments
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**Demo Request Forms**
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- Test with/without phone number requirement
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- Add "preferred contact method" choice
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- Include "What's your biggest challenge?" question
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- Test calendar embed vs. form submission
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**Lead Capture Forms**
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- Email-only vs. email + name
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- Test value proposition messaging above form
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- Gated vs. ungated content strategies
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- Post-submission enrichment questions
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**Contact Forms**
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- Add department/topic routing dropdown
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- Test with/without message field requirement
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- Show alternative contact methods (chat, phone)
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- Expected response time messaging
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---
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### Mobile & UX Experiments
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- Larger touch targets for mobile
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- Test appropriate keyboard types by field
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- Sticky submit button on mobile
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- Auto-focus first field on page load
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- Test form container styling (card vs. minimal)
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---
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## Questions to Ask
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## Questions to Ask
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If you need more context:
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If you need more context:
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@@ -327,6 +327,93 @@ For each issue:
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---
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---
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## Experiment Ideas
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### Flow Simplification Experiments
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**Reduce Friction**
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- Add or remove email verification during onboarding
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- Test empty states vs. pre-populated dummy data
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- Provide pre-filled templates to accelerate setup
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- Add OAuth options for faster account linking
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- Reduce number of required onboarding steps
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**Step Sequencing**
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- Test different ordering of onboarding steps
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- Lead with highest-value features first
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- Move friction-heavy steps later in flow
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- Test required vs. optional step balance
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**Progress & Motivation**
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- Add progress bars or completion percentages
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- Test onboarding checklists (3-5 items vs. 5-7 items)
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- Gamify milestones with badges or rewards
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- Show "X% complete" messaging
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---
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### Guided Experience Experiments
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**Product Tours**
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- Add interactive product tours (Navattic, Storylane)
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- Test tooltip-based guidance vs. modal walkthroughs
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- Video tutorials for complex workflows
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- Self-paced vs. guided tour options
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**CTA Optimization**
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- Test CTA text variations during onboarding
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- Test CTA placement within onboarding screens
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- Add in-app tooltips for advanced features
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- Sticky CTAs that persist during onboarding
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---
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### Personalization Experiments
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**User Segmentation**
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- Segment users by role to show relevant features
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- Segment by goal to customize onboarding path
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- Create role-specific dashboards
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- Ask use-case question to personalize flow
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**Dynamic Content**
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- Personalized welcome messages
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- Industry-specific examples and templates
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- Dynamic feature recommendations based on answers
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---
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### Quick Wins & Engagement Experiments
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**Time-to-Value**
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- Highlight quick wins early ("Complete your first X")
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- Show success messages after key actions
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- Display progress celebrations at milestones
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- Suggest next steps after each completion
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**Support & Help**
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- Offer free onboarding calls for complex products
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- Add contextual help throughout onboarding
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- Test chat support availability during onboarding
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- Proactive outreach for stuck users
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---
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### Email & Multi-Channel Experiments
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**Onboarding Emails**
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- Personalized welcome email from founder
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- Behavior-based emails (triggered by actions/inactions)
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- Test email timing and frequency
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- Include quick tips and video content
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**Feedback Loops**
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- Add NPS survey during onboarding
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- Ask "What's blocking you?" for incomplete users
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- Follow-up based on NPS score
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---
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## Questions to Ask
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## Questions to Ask
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If you need more context:
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If you need more context:
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@@ -207,6 +207,112 @@ Content-to-conversion. Focus on:
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---
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## Experiment Ideas by Page Type
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### Homepage Experiments
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**Hero Section**
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- Test headline variations (specific vs. abstract, benefit vs. feature)
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- Add or refine subheadline for clarity
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- Include or exclude prominent CTA above the fold
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- Test hero visual: screenshot vs. GIF vs. illustration vs. video
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- A/B test CTA button colors for contrast
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- Test different CTA button text ("Start Free Trial" vs. "Get Started" vs. "See Demo")
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- Add interactive demo to engage visitors immediately
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**Trust & Social Proof**
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- Test placement of customer logos (hero vs. below fold)
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- Showcase case studies or testimonials in hero section
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- Add trust badges (security, compliance, awards)
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- Test customer count or social proof in headline
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**Features & Content**
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- Highlight key features with icons and brief descriptions
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- Test feature section order and prominence
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- Add or remove secondary CTAs throughout page
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**Navigation & UX**
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- Add sticky navigation bar with persistent CTA
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- Test navigation menu order (high-priority items at edges)
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- Add prominent CTA button in nav bar
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- Live chat widget vs. AI chatbot for instant support
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- Optimize footer for clarity and secondary conversions
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---
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### Pricing Page Experiments
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**Price Presentation**
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- Highlight annual billing discounts vs. show monthly only vs. show both
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- Test different pricing points ($99 vs. $100 vs. $97)
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- Add "Most Popular" or "Recommended" badge to target plan
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- Experiment with number of visible tiers (3 vs. 4 vs. 2)
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- Use price anchoring strategically
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**Pricing UX**
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- Add pricing calculator for complex/usage-based pricing
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- Turn complex pricing table into guided multistep form
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- Test feature comparison table formats
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- Add toggle for monthly/annual with savings highlighted
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- Test "Contact Sales" vs. showing enterprise pricing
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**Objection Handling**
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- Add FAQ section addressing common pricing objections
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- Include ROI calculator or value demonstration
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- Add money-back guarantee prominently
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- Show price-per-user breakdowns for team plans
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- Include "What's included" clarity for each tier
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**Trust Signals**
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- Add testimonials specific to pricing/value
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- Show customer logos near pricing
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- Display review scores from G2/Capterra
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---
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### Demo Request Page Experiments
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**Form Optimization**
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- Simplify demo request form (fewer fields)
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- Test multi-step form with progress bar vs. single-step
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- Test form placement: above fold vs. after content
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- Add or remove phone number field
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- Use field enrichment to hide known fields
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**Page Content**
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- Optimize demo page content with benefits above form
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- Add product video or GIF showing demo experience
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- Include "What You'll Learn" section
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- Add customer testimonials near form
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- Address common objections in FAQ
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**CTA & Routing**
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- Test demo button CTAs ("Book Your Demo" vs. "Schedule 15-Min Call")
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- Offer on-demand demo alongside live option
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- Personalize demo page messaging based on visitor data
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- Remove navigation to reduce distractions
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- Optimize routing: calendar link for qualified, self-serve for others
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---
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### Resource/Blog Page Experiments
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**Content CTAs**
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- Add floating or sticky CTAs on blog posts
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- Test inline CTAs within content vs. end-of-post only
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- Show estimated reading time
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- Add related resources at end of article
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- Test gated vs. free content strategies
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**Resource Section**
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- Optimize resource section navigation and filtering
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- Add search functionality
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- Highlight featured or popular resources
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- Test grid vs. list view layouts
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- Create resource bundles by topic
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---
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## Questions to Ask the User
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## Questions to Ask the User
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If you need more context, ask:
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If you need more context, ask:
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@@ -394,6 +394,162 @@ What to measure and expected benchmarks
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---
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## Experiment Ideas
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### Trigger & Timing Experiments
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**When to Show**
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- Test trigger timing: after aha moment vs. at feature attempt
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- Early trial reminder (7 days) vs. late reminder (1 day before)
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- Show after X actions completed vs. after X days
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- Test soft prompts at different engagement thresholds
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- Trigger based on usage patterns vs. time-based only
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**Trigger Type**
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- Hard gate (can't proceed) vs. soft gate (preview + prompt)
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- Feature lock vs. usage limit as primary trigger
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- In-context modal vs. dedicated upgrade page
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- Banner reminder vs. modal prompt
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- Exit-intent on free plan pages
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---
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### Paywall Design Experiments
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**Layout & Format**
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- Full-screen paywall vs. modal overlay
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- Minimal paywall (CTA-focused) vs. feature-rich paywall
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- Single plan display vs. plan comparison
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- Image/preview included vs. text-only
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- Vertical layout vs. horizontal layout on desktop
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**Value Presentation**
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- Feature list vs. benefit statements
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- Show what they'll lose (loss aversion) vs. what they'll gain
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- Personalized value summary based on usage
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- Before/after demonstration
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- ROI calculator or value quantification
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**Visual Elements**
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- Add product screenshots or previews
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- Include short demo video or GIF
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- Test illustration vs. product imagery
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- Animated vs. static paywall
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- Progress visualization (what they've accomplished)
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---
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### Pricing Presentation Experiments
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**Price Display**
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- Show monthly vs. annual vs. both with toggle
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- Highlight savings for annual ($ amount vs. % off)
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- Price per day framing ("Less than a coffee")
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- Show price after trial vs. emphasize "Start Free"
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- Display price prominently vs. de-emphasize until click
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**Plan Options**
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- Single recommended plan vs. multiple tiers
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- Add "Most Popular" badge to target plan
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- Test number of visible plans (2 vs. 3)
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- Show enterprise/custom tier vs. hide it
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- Include one-time purchase option alongside subscription
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**Discounts & Offers**
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- First month/year discount for conversion
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- Limited-time upgrade offer with countdown
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- Loyalty discount based on free usage duration
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- Bundle discount for annual commitment
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- Referral discount for social proof
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---
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### Copy & Messaging Experiments
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**Headlines**
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- Benefit-focused ("Unlock unlimited projects") vs. feature-focused ("Get Pro features")
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- Question format ("Ready to do more?") vs. statement format
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- Urgency-based ("Don't lose your work") vs. value-based
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- Personalized headline with user's name or usage data
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- Social proof headline ("Join 10,000+ Pro users")
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**CTAs**
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- "Start Free Trial" vs. "Upgrade Now" vs. "Continue with Pro"
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- First person ("Start My Trial") vs. second person ("Start Your Trial")
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- Value-specific ("Unlock Unlimited") vs. generic ("Upgrade")
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- Add urgency ("Upgrade Today") vs. no pressure
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- Include price in CTA vs. separate price display
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**Objection Handling**
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- Add money-back guarantee messaging
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- Show "Cancel anytime" prominently
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- Include FAQ on paywall
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- Address specific objections based on feature gated
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- Add chat/support option on paywall
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---
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### Trial & Conversion Experiments
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**Trial Structure**
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- 7-day vs. 14-day vs. 30-day trial length
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- Credit card required vs. not required for trial
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- Full-access trial vs. limited feature trial
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- Trial extension offer for engaged users
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- Second trial offer for expired/churned users
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**Trial Expiration**
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- Countdown timer visibility (always vs. near end)
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- Email reminders: frequency and timing
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- Grace period after expiration vs. immediate downgrade
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- "Last chance" offer with discount
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- Pause option vs. immediate cancellation
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**Upgrade Path**
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- One-click upgrade from paywall vs. separate checkout
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- Pre-filled payment info for returning users
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- Multiple payment methods offered
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- Quarterly plan option alongside monthly/annual
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- Team invite flow for solo-to-team conversion
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---
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### Personalization Experiments
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**Usage-Based**
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- Personalize paywall copy based on features used
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- Highlight most-used premium features
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||||||
|
- 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
|
## Questions to Ask
|
||||||
|
|
||||||
If you need more context:
|
If you need more context:
|
||||||
|
|||||||
@@ -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
|
## Questions to Ask
|
||||||
|
|
||||||
If you need more context:
|
If you need more context:
|
||||||
|
|||||||
@@ -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
|
## Questions to Ask
|
||||||
|
|
||||||
If you need more context:
|
If you need more context:
|
||||||
|
|||||||
Reference in New Issue
Block a user