Free Conversion Optimization Resources
Templates, checklists, and frameworks to optimize every stage of your conversion funnel. All resources are free and immediately actionable.
Need help implementing these? Check out our full-funnel optimization services or free CRO tools.
Awareness Stage (Impressions → Clicks)
Optimize your ad campaigns to attract qualified prospects
Ad Copy Testing Framework
Systematic framework for A/B testing ad headlines, descriptions, and CTAs. Includes statistical significance calculator.
Audience Segmentation Template
Template for creating and testing audience segments based on demographics, behaviors, and intent signals.
CTR Optimization Checklist
30-point checklist for improving click-through rates across all ad platforms (Google, LinkedIn, Meta).
Quality Score Improvement Guide
Step-by-step guide to improving Google Ads Quality Score to reduce CPC by 30-50%.
Ad Platform Comparison Matrix
Compare Google Ads, LinkedIn Ads, Meta Ads, and more. Find the best platform for your audience.
Attribution Modeling Setup Guide
Set up multi-touch attribution to understand which channels drive real revenue, not just clicks.
Consideration Stage (Clicks → Demos/Trials)
Convert website visitors into qualified prospects
Landing Page Conversion Checklist
47-point checklist covering headlines, CTAs, forms, social proof, and mobile optimization.
Form Optimization Playbook
Reduce form friction and increase completion rates by 40-60%. Includes field prioritization matrix.
Heatmap Analysis Guide
How to analyze heatmaps, scroll maps, and session recordings to identify friction points.
Value Proposition Template
Craft compelling value propositions that differentiate you from competitors. Includes examples.
Page Speed Optimization Checklist
Reduce bounce rates by optimizing page load times. Every 100ms improvement = 1% conversion lift.
Social Proof Integration Guide
Add testimonials, reviews, case studies, and trust badges that actually increase conversions.
Conversion Stage (Demos/Trials → Buyers)
Turn qualified prospects into paying customers
Trial Activation Playbook
Get users to their 'aha moment' faster. Includes email sequences and in-app messaging templates.
Demo Structure Template
Optimize your demo process to align with buyer needs. Includes objection handling framework.
Pricing Page Optimization Guide
Psychology-based pricing presentation strategies. Includes anchor pricing and plan positioning.
Onboarding Email Sequences
5 proven email sequences that guide trial users to paid conversion. Includes A/B test results.
Sales-Marketing Alignment Guide
Ensure marketing promises match sales delivery. Reduce disconnects that kill conversions.
Checkout Optimization Checklist
Reduce cart abandonment by 25-40% with these proven checkout flow optimizations.
Retention Stage (Buyers → Advocates)
Reduce churn and increase customer lifetime value
Churn Prediction Framework
Identify at-risk customers before they cancel. Includes health score calculation template.
Product Adoption Playbook
Drive feature adoption that increases stickiness. Includes user segmentation and messaging.
Expansion Revenue Framework
Identify and execute upsell/cross-sell opportunities based on usage patterns.
Customer Success Email Templates
Proactive outreach templates to drive engagement, prevent churn, and identify expansion.
Referral Program Design Guide
Build referral programs that turn customers into advocates. Includes incentive structures.
Review Generation Playbook
Get more 5-star reviews on G2, Capterra, and Trustpilot. Includes automated request sequences.
Full-Funnel Optimization
Resources for optimizing the entire customer journey
Full-Funnel Audit Template
Comprehensive audit framework to identify revenue leaks across all funnel stages.
Conversion Tracking Setup Guide
Proper event tracking across the entire funnel. Includes Google Analytics 4 and GTM setup.
A/B Testing Prioritization Framework
Decide which tests to run first based on potential impact, confidence, and effort (ICE scoring).
Optimization Roadmap Template
90-day optimization roadmap template with prioritized initiatives and success metrics.
Cohort Analysis Guide
Analyze customer cohorts to understand retention trends and optimize for lifetime value.
CRO Metrics Dashboard Template
Track the metrics that matter across all funnel stages. Includes Looker Studio template.
B2B Experiment Vault
50+ proven CRO hypotheses across all funnel stages. Tested experiments with expected impact and implementation guides.
The Anti-Best Practice Playbook
Counter-intuitive B2B CRO strategies that break conventional wisdom. When to ignore best practices and why.
Full-Funnel Handoff Friction Audit
Diagnose bottlenecks costing you 15% of your pipeline. Get your Friction Score, Heatmap, and Mitigation Playbook.
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