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CRO checklist for lead generation

Twenty points that decide whether a visitor gets in touch, ordered by where on the site the work happens. Tick them off as you go, your progress stays in this browser.

This is the checklist for websites that sell services rather than products. The mechanics are different from a shop: there is no cart, no price to compare and nothing to inspect, so almost everything comes down to whether the visitor believes you can do the job and knows what the next step is.

Work it through in order. The first three seconds decide whether the rest gets read, and the enquiry itself is where most sites quietly lose the visitors they already convinced.

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The first three seconds 0/3

Home page 0/3

Service pages 0/5

Where the lead happens 0/5

Every page 0/4

What is different about selling a service

Online shopService website
What is being judgedThe productYou
What replaces touching itPhotography and reviewsProof, cases and faces
The conversion momentThe add to cart buttonThe call or the form
PriceVisible and comparableUsually hidden, which costs enquiries
What kills itHidden shipping costsA long form and a vague next step
Where a service site behaves unlike a shop

The row about price is the one most agencies and consultancies argue with. You do not have to publish a rate card, but a starting from figure or a package range filters out the enquiries that were never going to close and reassures the ones that were.

The order to work in

  1. Fix the enquiry path first. The button, the form and the thank you page. It is the cheapest work on the list and it affects every visitor who was already convinced.
  2. Then the proof. Testimonials with names, one real case, a face. Nothing else raises trust as fast.
  3. Then the three seconds. Headline, selling points, a visible main action.
  4. Then the service pages, so that choosing one is easy rather than exhaustive.
  5. Then the technical layer. Speed, mobile, SEO, so that the work you just did gets seen.

Measuring it properly

So you can tell whether it worked

  • Count enquiries, not traffic, and count qualified ones separately
  • Note where each enquiry came from, so you know which page is working
  • Change one thing at a time and give it at least two weeks
  • Track how many people start the form against how many finish it, since that gap is the form's fault and nobody else's
  • Keep a dated log of what you changed

For the longer argument on why enquiry forms underperform, read why your contact form is not generating business leads.