Conversion Goals & CTA Planning
Send it to clients and let them fill it out — no back-and-forth.
Business & Audience
Help us understand your business model and target audience so CTAs and funnels are tailored to your customers.
Primary business objective
Select the primary outcome you want the site or landing page to achieve. (Required)
Summarize what you sell or offer so we can align messages and CTAs. (Required)
Primary target audience
Who are we optimizing conversions for? (Required)
List primary customer motivations or objections we should address in headlines, copy, and CTAs.
Current Performance & Benchmarks
Share existing metrics and benchmarks so we can set realistic conversion targets and measure improvements.
An approximate average helps us model conversion improvements.
Enter current percent of visitors who complete your main conversion (leave blank if unknown).
How many leads, signups, or orders do you currently receive per month?
Describe the steps a visitor typically takes to become a customer.
Desired Conversions & CTAs
Define the exact actions you want users to take, and the CTAs we should prioritize on each page or template.
Primary CTAs you want on the site (select all that apply)
Select all conversion actions you want prioritized across pages. (Required)
Suggest short CTA text you prefer. We'll refine for A/B testing.
Priority pages for conversions
Which page types should we optimize first for CTAs? (Required)
Use this to clarify where to place primary vs secondary CTAs. (Optional)
Creative & Messaging
Provide brand direction so CTAs, button text, and microcopy match your voice and design.
We’ll review current pages to identify conversion friction.
How should headlines and CTAs sound to your audience?
Brand assets (logo, brand guide, hero images)
Please upload logos, style guides, and any imagery we should use. Helpful for CTA/button styling.
Examples of CTAs or competitor landing pages
Upload screenshots or PDFs of CTA examples and competitor pages you like (or link above).
Tracking, Integrations & Implementation
Tell us what analytics, CRM, or marketing tools we should connect to capture conversions and follow up.
Tools you currently use (select all that apply)
Select existing analytics, ad platforms, or CRMs we should integrate for conversion tracking.
Tell us who manages accounts or how to request access. (If credentials are required, do not paste passwords here.)
Goals, Timeline & Budget
Set expectations for target improvements, timing, and budget so we can recommend the right scope and testing plan.
Specify measurable goals and timelines if possible. (Required)
Ideal launch or campaign date
When do you hope to have the new page or CTA live? (Optional)
Useful for recommending testing, paid acquisition, or design resources. (Optional)
List any legal, brand, or technical constraints we should respect during implementation.
Final notes & Approval
Any last details and permissions for our team to proceed with planning and testing.
Share anything not covered above that will help us design effective CTAs and funnels.
Client approval / sign-off
Sign here to confirm you approve use of provided materials and agree to proceed with planning and testing.
Draw a signature in the box above
Optional: Supporting documents
Attach spreadsheets, reports, or research that inform your conversion goals (optional).
