Conversion & funnel optimisation

Conversion rate optimisation: turn the traffic you already have into more enquiries.

Conversion rate optimisation is the practice of increasing the share of visitors who take a wanted action, such as booking a call or starting a trial. It finds where your website and sales funnel lose ready-to-buy people, fixes the friction, and proves each change with testing, so the same traffic produces more enquiries.

Most founders I work with do not have a traffic problem. They have a leak. Ads and content are already bringing the right people to the site, and then those people quietly leave: a slow page, a form that asks for too much, a pricing question with no answer, a call-to-action that hides below three scrolls. Conversion rate optimisation is the work of finding those leaks, fixing them, and proving the fix moved the number. It is how you increase your conversion rate without spending another pound on acquisition.

This page sets out what conversion optimisation is, why it usually pays back faster than buying more clicks, how I approach it for B2B and SaaS businesses, and what an engagement with me actually involves. If you would rather just talk it through, book a call and bring your funnel numbers.

What conversion rate optimisation actually means.

Your conversion rate is the share of visitors who do the thing you want: request a demo, start a trial, submit an enquiry, buy. If 1,000 people land on a page and 20 book a call, that is a 2% conversion rate. Lift it to 3% and you get 50% more calls from the same traffic and the same ad spend. Nothing else in the budget changed.

CRO is not a redesign and it is not a list of best-practice tips applied on faith. It is a loop: measure where people drop out, form a clear hypothesis about why, change one thing, and check whether the number moved. The discipline is in the proof. Plenty of "improvements" do nothing, and a few make things worse, so you test rather than guess. Done properly, conversion optimisation is one of the few growth levers that compounds, because every validated win stays banked while you go and find the next one.

The difference between a quick fix and a tested change

Some problems do not need a test. A checkout that breaks on mobile, a contact form that silently fails, a hero section that never says what you sell: these are bugs, and you just fix them. Tested changes are for the judgement calls, where reasonable people would disagree about which version converts better. That is where an A/B test earns its keep, by replacing opinion with evidence.

Why this matters commercially.

Buying more traffic is a recurring cost. You pay for it again every month, and the moment you stop, the visitors stop. Fixing your conversion rate is closer to an asset: the lift stays in place and applies to every visitor who arrives afterwards, including the ones you have not paid for yet. That is why, for most scaling businesses, sales funnel optimisation returns faster than turning the ad budget up.

The compounding effect is what founders tend to miss. A higher conversion rate makes paid acquisition cheaper per customer, which means channels that were marginal become profitable, which means you can scale spend that previously lost money. It also raises the value of every other thing your marketing team does, because the same effort now ends in more enquiries. One careful fix near the bottom of the funnel can be worth more than a quarter of content sitting at the top.

There is a defensive case too. If you are about to increase your acquisition budget, fixing the funnel first means you are not pouring more money into a leaking bucket. I would almost always rather find and seal the leak before we spend more filling it.

The arithmetic, with real numbers

Say you spend 10,000 a month on ads and it brings 5,000 visitors to your landing page. At a 2% conversion rate that is 100 enquiries, so each enquiry costs you 100. Now lift the page to 3%. Same spend, same visitors, but 150 enquiries, and your cost per enquiry drops to roughly 67. You have not touched the ad account. To get those extra 50 enquiries by buying traffic instead, you would have spent another 5,000 a month, every month, forever. That is the whole case for increasing your conversion rate before you increase the budget, in one sum.

How I approach conversion optimisation for B2B and SaaS.

B2B and SaaS funnels are not e-commerce. The buying group is several people, the sales cycle is weeks or months, traffic is lower, and the conversion that matters is often a qualified enquiry rather than a card payment. That changes the method. You cannot run a fresh A/B test on every idea when a page sees a few hundred visitors a month, so the work leans harder on evidence and judgement and reserves formal testing for the pages that can actually support it.

1. Find the leak with data, not opinion

I start by mapping the funnel and finding where people fall out. Analytics shows the where: which step loses the most people relative to how many reached it. Then the why, which numbers alone never explain. Session recordings, scroll and click maps, form analytics and a handful of user interviews tell you what people were trying to do and where they gave up. The biggest, cheapest wins almost always sit at the step with the steepest drop, not the one that annoys you most.

2. Fix friction, clarity and trust

Most B2B conversion problems fall into three buckets. Friction: forms that ask for too much, pages that load slowly, steps that should not exist. Clarity: a visitor who cannot tell within seconds what you do, who it is for, and what happens when they click. Trust: a serious buyer who needs proof, pricing signals and a sense that real people stand behind the product. Work through those three and you have addressed the reasons most ready-to-buy visitors leave.

In B2B and SaaS funnels the same leaks turn up again and again. These are the ones I check for first:

  • Forms that overreach. Asking for phone number, company size and budget before anyone has decided they want to talk. Cut the fields to what sales genuinely need at this stage and ask for the rest later.
  • A vague hero. A headline about a mission or a feeling rather than what the product does and who it is for. A ready-to-buy visitor decides whether to stay in seconds, and abstraction loses them.
  • No pricing signal. B2B buyers self-disqualify when they cannot tell whether you are in their range. Even a starting figure or a clear "from" keeps the right people moving and the wrong people from wasting a sales call.
  • Slow mobile pages. A meaningful share of paid clicks arrive on a phone, and a few extra seconds of load time costs conversions before anyone reads a word.
  • One call to action doing every job. A reader ready to buy and a reader still learning need different next steps. A single "contact us" serves neither well.
  • Dead ends after submit. A thank-you page that says nothing about what happens next, or a form that fires no notification, so a hot lead cools while it waits.

3. Test what is worth testing

Where a page has enough traffic, we run a proper A/B test: one clear hypothesis, a meaningful change, and enough visitors and conversions to trust the outcome. Where it does not, we use before-and-after measurement against a stable baseline, and we are honest that it is directional rather than statistically clean. Calling a test early because the first numbers look good is one of the most common and expensive mistakes, so we let tests run their course.

4. Follow the lead past the form

A submitted form is not a won deal. If leads land in a spreadsheet, sit unworked for two days, or hit a sales team that defines "qualified" differently from marketing, you lose conversions you already paid to create. This is where conversion work meets the back office. Cleaning up that handover is closely tied to revenue operations and to disciplined sales pipeline management, and it is often where the largest recoverable revenue hides. Seeing the whole path, ad to closed deal, usually starts with customer journey mapping so we are optimising the real journey rather than the one on the wireframe.

What an engagement includes.

Every engagement is scoped to your funnel and your traffic, but the shape is consistent.

  • Conversion audit. A structured review of your funnel from first click to enquiry, with the drop-off points ranked by likely revenue impact, not by how easy they are to fix.
  • Prioritised plan. A short, ordered list of changes: the quick fixes to ship now and the hypotheses worth testing, each with the expected effect and the effort to deliver it.
  • Implementation support. Working with your team to ship the changes, set up clean measurement, and build or configure tests properly so the results mean something.
  • Testing and reporting. Running the tests, reading them honestly, and reporting in money and enquiries rather than vanity metrics, so you can see what the work returned.
  • Funnel handover. Where the leak sits past the form, fixing the route into your CRM and pipeline so won attention becomes worked leads. For businesses that need this built from scratch, lead management setup covers the full routing and scoring configuration.

The deliverable you keep is a clear view of what moves your conversion rate and a tested backlog you can keep working long after the engagement ends. If a wider growth question sits behind this, conversion work folds neatly into broader growth consulting.

Who this is for

This is for founders and operators of B2B and SaaS businesses who already have steady traffic and want more from it. If you are spending on ads or content and the enquiry count is not keeping pace, or you are about to scale acquisition and want the funnel ready first, this is the right work. If you have almost no traffic yet, conversion optimisation is premature, and your money is better spent earlier in the funnel until there are enough visitors to optimise.

How we measure success.

One rule keeps CRO honest: measure the outcome that pays the bills, not the one that is easy to move. Clicks, time on page and bounce rate are diagnostics, not goals. The numbers that matter are conversion rate at each funnel step, qualified enquiries, cost per acquired customer, and revenue. We agree a baseline before we touch anything, so every claimed lift is measured against where you actually started rather than a flattering comparison. And we report losses as plainly as wins, because a test that disproves a confident assumption has saved you from shipping something worse.

Common questions.

What is conversion rate optimisation?

Conversion rate optimisation is the practice of increasing the share of visitors who take a wanted action, such as booking a call or starting a trial. It studies where people drop out of your website and sales funnel, fixes the points of friction, and uses testing to confirm each change actually lifted results.

How is CRO different from getting more traffic?

More traffic costs more money every month and does nothing about the visitors you already lose. Conversion optimisation works on the people who are already on your site, so the same ad and search budget produces more enquiries. The two work together, but CRO usually pays back faster.

How long before I see results from conversion optimisation?

Quick fixes to broken forms, slow pages and unclear calls to action can move numbers within the first few weeks. Tested changes take longer because a fair A/B test needs enough visitors and conversions to trust the result. For most B2B and SaaS sites that means two to six weeks per meaningful test.

Do I need a lot of traffic to run A/B tests?

Lower-traffic B2B and SaaS sites often cannot reach statistical significance quickly, so testing every change is the wrong tool. There we lean on evidence-led fixes, session recordings, form analytics and qualitative research, and reserve A/B tests for high-traffic pages where the maths works.

What does conversion rate optimisation cost?

It depends on scope: a one-off conversion audit, a fixed programme of work, or ongoing testing. The useful comparison is not the fee but the cost of doing nothing, since every week of a leaking funnel wastes the ad and content spend that brought those visitors in.

Is CRO only about the website, or the whole funnel?

The whole funnel. A page can convert well and still lose the deal if the form feeds a slow CRM, leads sit unworked for days, or sales and marketing disagree on what a qualified lead is. Sales funnel optimisation looks at the handover into your CRM and pipeline, not just the landing page. For SaaS products, SaaS conversion rate optimisation covers the additional conversion events inside the product: trial activation, pricing page conversion and in-app upgrades.

Find out where your funnel is leaking.

Bring your traffic and enquiry numbers and we will spend the call pinpointing where ready-to-buy visitors drop out, and the fastest fixes worth shipping first. No retainer required to start.

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