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CRO Process

Use this SOP to move from an observed issue to a tested or shipped improvement.

1. Define The Question

Write the issue as a specific question:

Where are users dropping off, and what change would reduce that friction without weakening the offer or brand?

Capture:

  • Page or funnel step.
  • Primary metric.
  • Secondary guard-rail metrics.
  • Audience or traffic source affected.
  • Known constraints.

2. Gather Evidence

Use at least two evidence types before recommending a change.

Evidence Type What To Look For
Analytics CVR, ATC rate, checkout reach, revenue per session, device split, channel mix
Behavior Rage clicks, dead clicks, scroll depth, missed CTAs, navigation confusion
Customer language Reviews, support tickets, survey answers, ad comments
Technical LCP, INP, CLS, script weight, broken tracking, app conflicts
Merchandising Product hierarchy, stock status, offer clarity, bundle logic

3. Write The Hypothesis

Use this format:

Because [evidence], we believe [change] for [audience/page] will improve [primary metric]. We will know it worked if [success threshold] without harming [guard-rail].

Good hypotheses are specific enough to be wrong.

4. Choose Test Or Rollout

Path Use When
A/B test Enough traffic, clear control, reversible change, uncertain impact
Direct rollout Fix is required, traffic is too low, brand update is already approved, or the risk of keeping the current state is higher
Research only Evidence is weak, problem is unclear, or implementation cost is not justified yet

5. QA Before Launch

Minimum checks:

  • Mobile and desktop layouts.
  • Add-to-cart flow.
  • Cart and checkout path.
  • Product variant behavior.
  • Tracking events.
  • Load stability and image dimensions.
  • Accessibility basics: labels, focus, contrast, keyboard path.

6. Evaluate

Record:

  • Date range.
  • Sample size.
  • Primary metric result.
  • Guard-rail metrics.
  • Confidence or directional strength.
  • External noise: sale, traffic spike, outage, campaign change, stock issue.
  • Decision and next action.

Avoid declaring a winner from a short sale window, a campaign traffic shift, or a partial week unless the caveat is explicit.