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Assessment & Diagnostics/cro-audit

CRO Audit

You need to evaluate pages for conversion optimization opportunities.

You need to evaluate a website, landing page, or conversion funnel for optimization opportunities. Covers heuristic evaluation, friction point identification, trust signal assessment, CTA effectiveness, form optimization, page speed impact, and a prioritized test backlog.


How it works

  1. You provide pages to audit (URLs or descriptions), conversion goals, current conversion rates, and traffic volume
  2. The skill runs a structured heuristic evaluation across clarity, relevance, motivation, friction, and distraction, then identifies specific optimization opportunities with prioritized test recommendations
  3. It returns a scored audit with friction points, trust signal gaps, CTA improvements, form fixes, and a test backlog ranked by ICE and PIE scores

Prompt

You are conducting a conversion rate optimization audit for a Kate Makrigiannis consulting engagement. Kate helps clients find and fix the specific reasons visitors are not converting, using structured frameworks instead of guesswork. Before writing, read knowledge/voice-tone-guide.md -- use the client-facing voice.

Inputs I will provide:

  • Pages to audit: {{PAGES}} (URLs, screenshots, or detailed descriptions of the pages to evaluate)
  • Conversion goals: {{GOALS}} (what counts as a conversion -- e.g., "sign up for free trial," "submit demo request," "complete purchase," "download whitepaper")
  • Current conversion rate: {{CURRENT_RATE}} (baseline conversion rate if known -- e.g., "2.3% of visitors submit the form," or "unknown")
  • Traffic volume: {{TRAFFIC}} (monthly unique visitors or sessions -- needed for test duration calculations)
  • Context (optional): {{CONTEXT}} (industry, audience, known pain points, prior testing history, analytics access)

Step 1: Heuristic evaluation framework

Evaluate each page against five heuristic dimensions. Score each dimension 1-5 (1 = critical issues, 5 = optimized).

Evaluation Scorecard

DimensionDefinitionScore (1-5)Key Findings
ClarityCan a visitor understand what this page offers and what to do next within 5 seconds?[score][specific findings]
RelevanceDoes the page match the visitor's intent and the traffic source that brought them here?[score][specific findings]
MotivationDoes the page give visitors a compelling reason to take the desired action right now?[score][specific findings]
FrictionAre there unnecessary steps, confusing elements, or anxiety-inducing moments that slow or stop conversion?[score][specific findings]
DistractionAre there elements competing for attention that pull visitors away from the primary conversion goal?[score][specific findings]

Overall heuristic score: [sum / 25] -- [percentage]

Score RangeAssessment
80-100%Well-optimized; incremental improvements possible
60-79%Moderate issues; meaningful gains available
40-59%Significant friction; prioritize fixes before scaling traffic
Below 40%Fundamental problems; conversion improvements should precede growth investment

Step 2: Page-by-page friction point identification

For each page audited, identify specific friction points:

Page: [Page name / URL]

#Friction PointLocationTypeSeverityEvidence
1[specific issue][above fold, form, navigation, footer, etc.][clarity / relevance / motivation / friction / distraction][Critical / High / Medium / Low][what you observed or what data suggests]
2[specific issue][location][type][severity][evidence]

Friction types explained:

  • Clarity friction: Visitor does not understand the offer, value, or next step
  • Relevance friction: Page content does not match visitor intent or traffic source
  • Motivation friction: Insufficient reason to act now (weak value prop, no urgency, missing proof)
  • Process friction: Too many steps, confusing forms, broken flows, slow loads
  • Anxiety friction: Trust concerns, unclear pricing, hidden costs, privacy fears

Step 3: Trust signal assessment

Evaluate the presence and effectiveness of trust signals on each page.

Trust Signal Checklist

Trust SignalPresent?Effective?Notes
Social proof (testimonials, reviews, logos)[Yes/No][Strong/Weak/Missing][specifics]
Authority markers (certifications, press mentions, awards)[Yes/No][Strong/Weak/Missing][specifics]
Security indicators (SSL, privacy badges, payment security)[Yes/No][Strong/Weak/Missing][specifics]
Risk reducers (money-back guarantee, free trial, no credit card required)[Yes/No][Strong/Weak/Missing][specifics]
Specificity (real numbers, named customers, concrete outcomes)[Yes/No][Strong/Weak/Missing][specifics]
Recency (dates on testimonials, recent case studies)[Yes/No][Strong/Weak/Missing][specifics]

Trust gap summary: [1-2 sentences on the biggest trust signal gaps and their likely impact on conversion]

Step 4: CTA effectiveness scoring

Evaluate each call-to-action on the audited pages.

CTA Audit

CTALocationTextScore (1-5)IssuesRecommendation
[Primary CTA][above fold, mid-page, bottom][exact button text][score][visibility, clarity, motivation, placement][specific improvement]
[Secondary CTA][location][text][score][issues][recommendation]

CTA scoring criteria:

  • Visibility (1-5): Can you find it immediately? Contrast, size, whitespace
  • Clarity (1-5): Does the text clearly state what happens when you click?
  • Value (1-5): Does the CTA communicate the benefit, not just the action? ("Get my free report" vs. "Submit")
  • Urgency (1-5): Is there a reason to click now vs. later?
  • Placement (1-5): Is it positioned where the visitor is ready to act?

Step 5: Form optimization checklist

If the conversion goal involves a form, audit it specifically.

Form Audit

FactorCurrent StateIssueRecommendation
Number of fields[count][too many / appropriate / too few][specific recommendation]
Required vs. optional[ratio][are required fields clearly marked?][recommendation]
Field labels[above, inline, placeholder-only][clarity of labels][recommendation]
Error handling[inline, post-submit, unclear][how errors are communicated][recommendation]
Mobile experience[responsive / broken / untested][mobile-specific issues][recommendation]
Progress indication[present / absent][does the user know where they are in multi-step forms?][recommendation]
Social login / autofill[available / absent][friction reduction opportunity][recommendation]
Privacy / data use[explained / hidden / absent][trust impact][recommendation]

Form friction score: [fields x cognitive load] -- general rule: every unnecessary field costs 5-10% of form completions.

Step 6: Page speed impact analysis

Speed Assessment

MetricCurrent ValueTargetImpact on Conversion
Largest Contentful Paint (LCP)[seconds]< 2.5sEach additional second above 2.5s reduces conversion by approximately 7%
First Input Delay (FID)[ms]< 100msSlow interactivity increases bounce, especially on mobile
Cumulative Layout Shift (CLS)[score]< 0.1Visual instability erodes trust and causes misclicks
Time to First Byte (TTFB)[ms]< 200msServer response time bottleneck
Total page weight[MB]< 2MB idealHeavy pages lose mobile visitors on slower connections

Conversion impact estimate:

  • If current LCP is [X]s and target is 2.5s, estimated conversion improvement from speed alone: [X]%
  • Formula: (current LCP - target LCP) x 7% = estimated conversion lift from speed optimization

Show the math: Current LCP [X]s - Target 2.5s = [Y]s gap x 7% per second = [Z]% estimated improvement

Step 7: Prioritized test backlog

Compile all findings into a prioritized test backlog using both ICE and PIE scoring.

Scoring Frameworks

ICE Score (Impact x Confidence x Ease, each 1-10):

#Test IdeaImpact (1-10)Confidence (1-10)Ease (1-10)ICE ScorePriority
1[test description][score][score][score][I x C x E][rank]
2[test description][score][score][score][score][rank]

PIE Score (Potential x Importance x Ease, each 1-10):

#Test IdeaPotential (1-10)Importance (1-10)Ease (1-10)PIE ScorePriority
1[test description][score][score][score][P x I x E][rank]
2[test description][score][score][score][score][rank]

Scoring definitions:

  • Impact / Potential: How much improvement could this test drive? (Based on friction severity and traffic to the element)
  • Confidence: How confident are we this will work? (Based on evidence, best practices, or prior test results)
  • Importance: How important is this page to the business? (Based on traffic volume and revenue contribution)
  • Ease: How easy is this to implement and test? (Dev effort, design complexity, stakeholder buy-in)

Recommended Test Sequence

Group tests into three waves:

Wave 1: Quick wins (launch within 1-2 weeks)

  • [test 1] -- [one sentence rationale]
  • [test 2] -- [rationale]

Wave 2: Medium-effort improvements (2-4 weeks)

  • [test 3] -- [rationale]
  • [test 4] -- [rationale]

Wave 3: Strategic redesigns (4-8 weeks)

  • [test 5] -- [rationale]

Test Duration Estimates

For each recommended test, estimate required duration:

TestMinimum Detectable EffectCurrent RateTraffic / WeekRequired SampleEstimated Duration
[test name][MDE %][current conversion %][weekly visitors to page][calculated sample size][weeks]

Show the math for sample size: Sample per variant = 16 x (current rate x (1 - current rate)) / (MDE)^2

Example: Current rate 3%, MDE 10% relative (0.3% absolute): 16 x (0.03 x 0.97) / (0.003)^2 = 51,733 per variant

Related skills: Feeds into /ab-test-planner for detailed test design on top-priority items. Pairs with /landing-page-brief for redesigning underperforming pages. Uses /funnel-analysis for understanding where in the funnel the audited pages sit.


Example Output

Input

  • Pages to audit: (1) Homepage at verdanthr.com — hero section with "HR software for growing teams," single above-fold CTA, navigation with 7 links; (2) Pricing page — three-tier plan comparison table, no CTA above fold, FAQ section at bottom; (3) Free trial signup form — 9-field form on a standalone page with no navigation
  • Conversion goals: Complete free trial signup (primary); request a live demo (secondary)
  • Current conversion rate: 2.1% of all homepage visitors complete free trial signup; pricing page → signup conversion is 4.8%
  • Traffic volume: 38,000 monthly unique visitors (homepage receives ~22,000; pricing page ~7,500; signup form ~4,200 direct entries)
  • Context: B2B SaaS, HR software targeting companies with 50–500 employees; primary buyer is HR Manager or VP of People; known friction point is IT approval process (visitors drop off when asked for work email domain); no prior A/B testing history; Google Analytics and Hotjar available; average deal value $480/year

Output

CRO Audit: Verdant HR

Prepared by Kate Makrigiannis Consulting Pages audited: Homepage · Pricing · Free Trial Signup Form Conversion goal: Free trial signup (primary) · Demo request (secondary) Baseline: 2.1% homepage → signup · 4.8% pricing → signup


Step 1: Heuristic Evaluation Scorecard

DimensionScore (1–5)Key Findings
Clarity2"HR software for growing teams" tells visitors the category but not the differentiated value. The hero does not answer "why Verdant over the 40 other HR tools I've seen." Pricing page has no headline above fold — visitors land on a plan table with no orienting context.
Relevance3Homepage broadly matches intent for branded and category searches. However, paid traffic landing on the homepage (confirmed via GA) likely arrives with specific pain-point intent (onboarding, compliance, payroll) that the generic hero does not address.
Motivation2No social proof above the fold on any audited page. The free trial CTA has no urgency or value framing — "Start Free Trial" communicates an action, not a benefit. Pricing page lacks outcome-oriented copy near the plan CTAs.
Friction29-field signup form is the single largest conversion killer identified. Work email domain validation creates a hard stop for IT-constrained buyers. Pricing page CTA is below the fold and requires 3 clicks from homepage to reach the form.
Distraction3Homepage navigation exposes 7 top-level links including Blog and Careers — both pull visitors away from the conversion path. Pricing page is relatively focused but the footer adds 14 additional links.

Overall heuristic score: 12 / 25 — 48%

Assessment: Significant friction. These pages have meaningful structural issues that are suppressing conversion. Fixing the highest-priority items before scaling paid traffic spend is strongly recommended — additional traffic into this funnel will convert at the same low rate without these changes.


Step 2: Friction Point Identification

Page 1: Homepage (verdanthr.com)

#Friction PointLocationTypeSeverityEvidence
1Hero headline "HR software for growing teams" is category-level, not value-level — no differentiated benefit statedAbove foldClarityCriticalHotjar scroll maps show 61% of visitors never scroll past the hero; no headline variant has been tested
27-item navigation includes Blog and Careers alongside product linksHeaderDistractionHighStandard CRO heuristic: exit links in navigation reduce conversion by directing attention away from primary goal
3Single CTA "Start Free Trial" appears with no supporting copy — no trial length stated, no "no credit card" reassuranceAbove foldAnxietyHighAbsence of risk-reducer language near CTA is a documented trust gap; visitors cannot evaluate the commitment being asked
4No customer logos, testimonials, or usage stats visible above fold or in first scrollAbove fold / HeroMotivationHighB2B SaaS industry benchmark: social proof in hero section improves trial signup rates 15–25% (Unbounce 2023 SaaS conversion study)
5Hero subhead restates the headline concept rather than elaborating the value propositionAbove foldClarityMediumTwo consecutive clarity-free messages waste the highest-attention real estate on the page

Page 2: Pricing Page

#Friction PointLocationTypeSeverityEvidence
1No headline or orienting copy above the plan comparison table — visitors land in the middle of a decision without contextAbove foldClarityCriticalHotjar entry data shows pricing page receives direct traffic from Google Ads; these visitors need context, not just numbers
2Plan CTAs ("Choose Starter," "Choose Pro," "Choose Enterprise") appear below the fold on 1080p screensPlan tableProcessHighBelow-fold CTAs consistently underperform above-fold placement; buyers who want to act have to scroll to find the mechanism
3No outcome-oriented copy adjacent to plan benefits — features listed as checkboxes without translating to business resultsPlan tableMotivationHighHR Managers buying for 50–500 person orgs need to justify purchase internally; feature lists don't support that job
4Enterprise plan CTA is "Contact Sales" with no indication of response time or processEnterprise columnAnxietyMediumBuyers uncertain about Enterprise suitability have no bridge between "talk to sales" and "start a trial"
5FAQ section addresses technical questions but not the most common buyer objection: IT approval and SSO compatibilityBottom of pageRelevanceMediumContext note identifies IT approval as a known drop-off trigger; the FAQ does not address it

Page 3: Free Trial Signup Form

#Friction PointLocationTypeSeverityEvidence
1Work email domain validation fails without a clear error message — visitors don't know why their entry is rejectedEmail fieldProcessCriticalIdentified as known pain point in context; hard stops with unclear errors cause immediate abandonment
29 fields collected upfront: first name, last name, work email, phone, company name, company size, industry, country, passwordFull formProcessCriticalIndustry benchmark: each unnecessary field above 4 reduces form completion by 5–10%; a 9-field form has an estimated 25–45% completion suppression vs. a 4-field version
3Phone number is required — no indication of why it is needed or how it will be usedPhone fieldAnxietyHighRequired phone number on a free trial form signals "we will call you to sell," which deters self-serve buyers — Verdant's target segment
4No progress indicator — the form appears as a single large block with no sense of steps or completion proximityForm containerProcessMediumSingle-page forms without progress context feel longer than multi-step forms with completion bars
5No privacy statement or data use note adjacent to the formBelow formAnxietyMediumGDPR-adjacent reassurance and "we don't spam" micro-copy are low-effort trust additions with measurable impact

Step 3: Trust Signal Assessment

Trust Signal Checklist — Composite Across All Audited Pages

Trust SignalPresent?Effective?Notes
Social proof (testimonials, reviews, logos)YesWeakCustomer logos appear mid-page on homepage (below fold); testimonials are generic ("Great product! — Sarah M., HR Manager") with no company name, size, or specific outcome
Authority markers (certifications, press mentions)NoMissingNo G2 or Capterra rating badges; no press mentions; no HR compliance certifications displayed (e.g., SOC 2, GDPR)
Security indicators (SSL, privacy, data security)PartialWeakSSL present but no visible security badge on signup form; no mention of data encryption or access controls
Risk reducers (free trial terms, no credit card)NoMissingTrial length is not stated anywhere in the aud