conversion-flow-cro

Conversion Flow CRO

Purpose

Audit and optimize any multi-step conversion flow — signup, onboarding, trial-to-paid, checkout, upgrade. Map every step, find where people drop off, and fix each screen with specific copy and UX changes.

Reads

• brand/audience.md — Personas, pain points, motivation levels at each stage
• brand/positioning.md — Value props for reinforcement copy at each step
• brand/voice-profile.md — Brand voice for all copy suggestions

Brand Integration

• audience.md — Persona determines friction tolerance. A developer persona accepts more setup steps; a non-technical buyer needs fewer. Pain points inform which value reminders to show at each step.
• positioning.md — Value proposition reinforcement copy at each step should echo the positioning angle. If the brand positions on "saves time," every motivation booster references time savings.
• voice-profile.md — All redesigned copy (headlines, CTAs, supporting text) must match brand voice. A casual brand writes "Almost there!" while a professional brand writes "One final step."

Workflow

Step 1: Map the Current Flow

Get the flow information. Try these in order:

1. User provides screenshots or screen recordings — Best source, map directly
2. Read the codebase — If accessible, find route files, page components, and form definitions
3. User walks through the flow verbally — Accept but flag that recommendations will be more accurate with actual screens
4. Use browser tool on live URL — Walk through the flow step by step

If the flow is partially provided (only some screens), audit what's available and note which steps need investigation.

Document every screen/step in the flow:

Flow: [Signup / Onboarding / Upgrade / Checkout]

Step 1: [Page/Screen name]
- URL/Route: [path]
- Fields/Actions: [what user must do]
- Copy: [headline, body, CTA]
- Friction points: [identified issues]

Step 2: [Next screen]
...

Total steps: [N]
Total required fields: [N]
Total decisions: [N]
Estimated completion time: [X minutes]