Conversion & funnel optimisation
A conversion rate optimisation consultant who runs the whole engagement herself.
A conversion rate optimisation consultant is one person running your funnel work end to end: the audit, the roadmap, the test build and the report, without an account team sitting between you and the person who actually understands your numbers. This page sets out who that suits, what is included, how an engagement with me runs, and how it differs from hiring an agency.
If you have not yet decided between a fuller service offer and working with me one to one, the conversion rate optimisation services page lays out the full scope of work either way. This page is specifically about the consultant model: who delivers it, and what that changes.
Who works with a conversion rate optimisation consultant.
Founders and operators come to me as a consultant rather than an agency for a specific reason: they want one accountable person, not a rotating cast. Often they have already been through an agency relationship where a senior person pitched the work and a junior team delivered it, and the gap between the two showed up in the results. Others are earlier-stage and the budget for a full agency retainer simply does not exist yet, but the funnel problem is real and worth fixing properly rather than with a checklist from a blog post.
It also suits businesses that want decisions made quickly. With one consultant, there is no internal sign-off chain inside an agency before a test can ship; I see the data, form the hypothesis and tell you directly what I think we should test next.
It is a poor fit if what you actually need is a large team running many simultaneous workstreams across a big site, where the volume of work genuinely needs more than one person's hours in a week. That is agency territory, and I will say so rather than take on more than I can run properly.
Most consultant engagements I run sit with companies between seed and Series B, or established SaaS and B2B businesses running a lean marketing function rather than a large in-house growth team. The common thread is not company size on paper; it is wanting one experienced person owning the funnel rather than splitting that ownership across an internal hire, an agency and a freelance developer who never quite talk to each other.
Consultant or agency: what actually changes.
| Aspect | Typical agency | Independent consultant |
|---|---|---|
| Who does the work | Senior strategist scopes it, a junior team executes | The same person from audit to report |
| Pricing model | Retainer, often 5,000 to 35,000 US dollars a month (Invesp, 2025) | Scoped fee or a smaller monthly arrangement, sized to the work |
| Decision speed | Internal sign-off before a test ships | Direct call, usually within days |
| Continuity | Account staff can change mid-engagement | One person throughout, with the full history in their head |
| Capacity | Can run several large workstreams at once | Deliberately limited to keep attention high |
Neither model is universally right. An agency makes sense when the scale of work genuinely needs more hands. A consultant makes sense when what you need most is judgement applied consistently by the same person who has actually seen your funnel.
What is included.
Working with me as your consultant gets you the full path from diagnosis to proof, run by one person: a funnel audit built from analytics, session recordings and form data; a prioritised list of fixes and test ideas, ranked by likely revenue impact; hands-on involvement in building and checking each test before it ships; and a monthly report, written by me, in enquiries, cost per enquiry and revenue. Between scheduled calls, you have a direct line for quick questions rather than a support ticket queue.
Where the funnel problem reaches past the form, into a CRM that loses leads or a sales process that does not follow up fast enough, I will say so plainly even though it sits closer to revenue operations than to the page itself. A consultant who only ever talks about the page in front of them misses where some of the largest, cheapest fixes actually live.
How the engagement works.
We start with a scoping call to look at your funnel and traffic together and agree what a useful first result looks like. Most engagements then run one of two ways: a fixed-fee audit and roadmap as a contained piece of work, or an ongoing arrangement, typically the equivalent of one or two days a week, for businesses that want a consultant continuing to run tests and report month after month. Either way you get a weekly or fortnightly call plus async access for anything urgent, so nothing waits a week for an answer because an account manager has to check with someone else first.
Outcomes and proof.
The accountability is the point. The same person who diagnosed the leak in your funnel is the one whose name is on the test result, so there is nowhere for a disappointing outcome to hide inside a larger team. First Page Sage's 2026 benchmarking puts true B2B SaaS conversion, counting only contact-form, demo and appointment actions, at around 1.1% on average. Moving meaningfully above your own current number, not a generic industry figure, is what a consultant engagement is judged against, reported honestly each month including the tests that did not work.
That same continuity also makes review easy. Because one person holds the history of every hypothesis tried, agreed and ruled out, a client can ask at any point why we are testing what we are testing and get a straight answer tied to evidence, not a slide deck written by someone who joined the account last month. If you want a second opinion at any stage, every test brief, result and the reasoning behind it is yours to keep and show to anyone you choose.
If the scale of your funnel work has grown past what one person should run alone, the fuller conversion rate optimisation services page covers the same work with more implementation capacity behind it. If you are a UK business and want a consultant who already works UK hours and UK buyer norms, see conversion rate optimisation UK.
Common questions.
What is the difference between hiring a CRO consultant and a CRO agency?
An agency typically sells a senior strategist on the pitch call and delivers through a junior account team. A consultant is one person doing the diagnosis, the build and the reporting, so there is no handover between the person who understands your funnel and the person fixing it.
Will I be working directly with Lauren, or handed to a team?
Directly with Lauren. There is no account manager layer and no junior bench. Every call, audit finding and test result comes from the same person, which is the point of hiring a consultant rather than an agency.
How does a consultant's pricing compare with an agency retainer?
Agency CRO retainers run from roughly 5,000 to 35,000 US dollars a month, according to Invesp's 2025 pricing breakdown. A consultant engagement is typically priced below the lower end of that range, because there is no account management layer or bench of juniors to cover.
Can one consultant cover both strategy and hands-on implementation?
Yes, that is the model. The same person who finds the leak in your funnel also writes the test brief, checks the build before it ships, and reads the result. Strategy and execution staying with one person is what keeps the diagnosis and the fix consistent.
How many clients do you work with as a consultant at any one time?
A small, fixed number, by design. Taking on too many clients at once is exactly what turns a consultant into an account manager passing work down to someone junior, which defeats the reason to hire a consultant in the first place.
Is hiring a consultant the right choice for an early-stage startup?
Often yes, provided you already have steady traffic to optimise. Early-stage businesses usually cannot justify a full agency retainer, and a project-based consultant engagement, sized to a specific funnel problem, fits that budget and timeline better.
Talk to the person who will actually do the work.
Bring your funnel and traffic numbers to a short call. You will be speaking with the consultant who runs the audit, not someone who will hand you off afterwards.
Book a call with Lauren ↗