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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
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With services the visitor has to understand what you do and who you do it for before anything else can work.
- A headline that names the service and the client it is for
- A subline that answers what the visitor gets out of it
- Images that support the message instead of decorating around it
- The main call to action reachable without scrolling
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Services are hard to compare, so the reasons to pick you have to be concrete and visible immediately.
- Short, checkable lines: no long contract, support in your own country, a named response time
- An icon per point so they can be scanned
- Placed near the headline or the button
- No adjectives anyone could claim, such as professional or innovative
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Book a call is a much smaller step than contact us, and the wording alone moves the number of enquiries.
- Name the action: book a free call, request a quote, see the availability
- High contrast, and repeated at every point where someone might be ready
- Microcopy that removes the risk: no obligation, answer within a day
- The same primary action everywhere, so there is one path and not five
Home page 0/3
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With services there is no product to inspect. Everything the visitor can check is worth more than everything you assert.
- Testimonials with a real name, a role and a company
- Numbers where you have them: a result, a duration, a volume
- Client logos, certifications and partnerships you genuinely hold
- A short case with a before and an after, which beats any adjective
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A site that has clearly not been touched in two years raises the question whether anyone will answer the form.
- Recent posts, a dated article or a visible project, only if it is genuinely current
- A social feed only when you actually post, otherwise leave it out
- Keep it on your own page: a feed that is not clickable does not send visitors away
- A date somewhere, so the visitor can see the site is maintained
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Every section should hand the visitor to the next one, and the last one should hand them to the form.
- Clear sections that break the page into readable blocks
- One dominant element per screen
- A logical run from the headline through the proof to the button
- The same layout logic on every page of the site
Service pages 0/5
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People scan service pages. A page that has to be read from the top loses everyone who is in a hurry.
- A logical order: what it is, who it is for, what it costs roughly, what happens next
- Headings and bullet points that can be scanned in ten seconds
- One page per service instead of one page that lists everything
- Formatting that survives on a phone
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The menu is not a table of contents. It is the shortest path from wherever someone landed to the enquiry.
- Group the services the way clients think about them, not the way you are organised
- Mobile first: a slide in or dropdown that is easy to tap
- The conversion page highlighted directly in the menu
- Fewer top level entries, so the important one is not one of nine
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Most service pages describe the work. Almost none make it easy to pick one, which is the actual job.
- A clear title plus one line on the benefit, per service
- Some price signal: packages, a starting from figure, or an hourly band
- Availability signals such as limited places or a stated onboarding time
- One call to action per service, not a single contact link at the very bottom
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An uneven grid reads as carelessness, and with services carelessness is the one thing you cannot afford to signal.
- The same tile size and image ratio everywhere
- Enough spacing to keep the page readable
- A grid that works on desktop, tablet and phone
- The same length of text per tile, so none of them looks unfinished
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With services the site is the only sample of your work the visitor sees before deciding.
- Real photography or custom icons, not the stock images every competitor uses too
- A consistent visual style across every service page
- Restrained hover effects that add interactivity without distracting
- Your own team in at least one picture, because people hire people
Where the lead happens 0/5
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Readiness arrives at an unpredictable point. Every screen has to offer a way to act on it.
- A button at the end of every section that could convince someone
- Booking directly in the page where you can, instead of a form that promises a reply
- A sticky bar on mobile for long pages
- Alternatives for the hesitant: a callback, a question by mail, a downloadable overview
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The doubt is at its largest exactly where the decision is made, and that is where the answer has to be.
- Directly under the button: no obligation, transparent pricing, a stated response time
- A star rating or a short quote next to the form
- A face and a name, so it is clear who will answer
- Say what happens after the click, step by step
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Every extra field costs completions. Qualification can happen in the first call instead of in the form.
- Ask for the minimum: name, a way to reach them, and the question
- No fields that only serve your internal reporting
- Errors shown on the field, in words, not as a red page after submitting
- A thank you page that says who answers and when, rather than a bare confirmation
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An authentic sentence from a client outweighs a paragraph of polished copy, because it cannot be self awarded.
- Testimonials with written text, not only a star count
- Sorted by service or industry, so a visitor finds their own case
- Client photos, screenshots or posts where you may use them
- Place them near the decision, not on a separate references page nobody opens
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With services cross selling means showing what usually follows, not pushing a second product.
- What other clients booked alongside this
- What pairs with it, such as a workshop before an implementation
- Other formats of the same service: a shorter package, a longer support period
- Only one suggestion per page, so the main action stays the main action
Every page 0/4
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Good SEO brings the right people in. Speed keeps them there long enough to enquire.
- One H1 per page, with a sensible H2 and H3 structure underneath
- Its own title and meta description per service page
- Images in WebP, correctly sized and lazily loaded
- Check the loading time on a phone connection, not on office wifi
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Your next client is probably reading this on a phone, in a gap between two appointments.
- Tap targets large enough for a thumb, with space between them
- No horizontal scrolling anywhere, tables included
- Forms with the right keyboard per field and autofill switched on
- Send yourself an enquiry from your own phone, once a quarter
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The footer is where someone checks whether there is a real company behind the site before they write.
- Address and a phone number, not only a form
- Imprint, privacy policy and terms
- Newsletter signup with a reason to sign up
- Social links in a new tab, plus quick navigation to the main pages
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For services the chat is often where the objection gets answered, and objections rarely wait for office hours.
- A chatbot captures enquiries around the clock and answers the standard questions
- WhatsApp makes following up easy and feels personal
- A human chat is the most persuasive where the decision needs a conversation
- The strongest setup combines them: bot first, handover when it matters, WhatsApp afterwards
What is different about selling a service
| Online shop | Service website | |
|---|---|---|
| What is being judged | The product | You |
| What replaces touching it | Photography and reviews | Proof, cases and faces |
| The conversion moment | The add to cart button | The call or the form |
| Price | Visible and comparable | Usually hidden, which costs enquiries |
| What kills it | Hidden shipping costs | A long form and a vague next step |
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
- 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.
- Then the proof. Testimonials with names, one real case, a face. Nothing else raises trust as fast.
- Then the three seconds. Headline, selling points, a visible main action.
- Then the service pages, so that choosing one is easy rather than exhaustive.
- 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.