What is the Conversion Guide?

Documents your key audiences, messaging, and expected conversions and acts as our source of truth for ongoing project decisions.

A guide for decision-making based on your goals and audiences

Our conversion guide serves as a resource throughout your project. It helps align the scope with your project goals, prioritize ROI, and guide decision-making when new information comes to light.

  • Identifies high-level project and website goals
  • Summarizes stakeholder data
  • Confirms SEO, conversion, and website tracking goals
  • Defines and segments target audiences
  • Explores messaging, tone, voice, and positioning
  • Considers new data uncovered during the Discovery phase
  • Focuses on timing and budget to maximize ROI
A woman sits at a table working on a laptop. Three framed posters are on the wall behind her.

Insights and alignment

The Discovery phase often uncovers new data, information, or requirements. The conversion guide helps us prioritize and incorporate these findings into your project, ensuring that we stay aligned with your goals and audiences.

What do we need from you?

Confirm. Correct. Consider as we move forward. We’ll look for you to let us know if anything in the conversion guide needs clarification.

  • Confirm the strategy aligns to your vision
  • Correct any misunderstandings or inaccuracies
  • Discuss key findings or discrepancies that surfaced in the stakeholder interviews
  • Return to the conversion guide as new information is uncovered
  • Stay focused on our defined goals
Conversion Guide Slide 1
Conversion Guide Slide 2

How does the conversion guide impact next steps?

The conversion guide helps us with:

  • Conversion approach across the website
  • How conversion will be measured
  • Navigation and content hierarchy
  • Page structure and CMS requirements
  • On-page SEO strategy
  • Messaging to your target audiences

After the conversion guide presentation

We will:

  • Confirm alignment on the contents of the conversion guide
  • Present an approach for the navigation
  • Begin draft copywriting and layouts steps

 

A couple quick notes

It’s not uncommon to have a few corrections for the project team. Feel free to share feedback throughout the presentation.

As long as it’s nothing shocking, we’ll make those adjustments in the conversion guide and keep moving into our next steps.