Chapter 1
Write down the funnel your store actually has
Draw your real funnel before you look at any numbers, because the standard four step diagram does not describe most stores. Where do people arrive, what do they see, what do they have to do, and in what order. Include the steps you did not design, such as the search box people use because the navigation is confusing, or the size guide they open before every purchase.
Most stores have several funnels running at once and averaging them hides everything. Someone arriving from a shopping advertisement lands on a product page and can buy in two steps. Someone arriving from a category search lands on a collection page and has to choose first. Someone arriving from an email about a restock is a returning customer with an account. These are three different journeys with three different failure points, and a single conversion rate describes none of them.
So map each significant entry point separately. For each one, list the steps between arrival and order, and note the decision the customer has to make at each step. The decisions are what matter. Choosing between similar products, working out size, deciding whether delivery will arrive in time, judging whether the store is trustworthy, and deciding whether to buy now or later.
Mark the steps that exist for your convenience rather than the customer's. An account requirement, a newsletter interruption, a survey, an upsell page between cart and checkout. Each one is a place where people leave, and each was added deliberately, which means it can be removed deliberately.
Do this on paper with whoever knows the store best, and expect disagreement about what actually happens. That disagreement is useful. Resolve it by walking the funnel yourself on a phone before you go any further, buying something the way a customer would.
- Map each significant entry point as its own funnel
- Note the decision the customer makes at every step, not just the page
- Mark the steps that exist for your convenience rather than theirs
- Settle disagreements by walking the funnel yourself on a phone
Chapter 2
Instrument every step so the numbers can be trusted
You cannot improve what you are measuring wrongly, and most stores are measuring something wrongly. Before any optimisation work, make the data trustworthy, because a month spent chasing a leak that turns out to be a tracking fault is a month gone.
Start with the basics. Confirm that every step in the funnel fires an event. Product viewed, added to cart, cart viewed, checkout begun, and purchase, at minimum. Confirm they fire once and not twice. Confirm they fire on mobile as well as desktop, since a script that fails on one device type creates a phantom leak exactly where you would most expect a real one.
Then reconcile the totals. Orders in your analytics should be close to orders in your store admin. If they are not, find out why before drawing any conclusions, because the gap will not be evenly distributed and it will distort every segment comparison you make. Consent handling, blocked scripts and redirects between domains are the usual causes.
Check what happens on a hosted or third party checkout, where tracking often breaks in ways nobody notices. Buy something and watch the events arrive in real time. It takes ten minutes and it is the most reliable check available.
Set a clear definition for the rate itself and write it down. Sessions or users, which conversions count, what window, and whether it includes internal traffic. Teams argue about conversion rate for months without realising they are computing it differently. Exclude your own staff, your developers and any monitoring tools from the numbers.
Finally, record the baseline. Conversion rate by device, by traffic source, by country and by new against returning, for a period long enough to include a full week cycle. Everything you do afterwards is measured against that.
- Confirm every funnel event fires once, on every device
- Reconcile analytics orders against your store admin before trusting anything
- Write down the exact definition of the rate you are reporting
- Record a baseline by device, source, country and customer type
Chapter 3
Find the leak by segment rather than by average
An overall conversion rate never tells you what to fix. Split it until something stands out, because leaks live in segments and averages hide them by design.
Start with device, since it is usually the biggest single split. If your phone conversion rate is far below desktop and most of your traffic is on a phone, you have found the project. That gap is not normal and not something to accept, even though phone conversion is often lower for genuine reasons like people browsing in spare moments.
Then split by traffic source. Paid, organic, email, social and direct behave differently, and a source that sends plenty of visits and almost no orders is either the wrong audience or landing in the wrong place. This is where advertising and conversion work meet, and it is often cheaper to change the landing page than the targeting.
Split by new against returning. A store where returning customers convert well and new visitors do not has a trust or clarity problem rather than a usability one, since the returning group has already got past whatever the barrier is.
Split by country and by browser if you sell internationally. A currency that does not switch, a delivery option that does not appear, or a payment method that is missing in one market can hide inside a healthy overall figure for a long time.
Then work down the funnel by step rather than across it. Which step loses the most people, and is that step worse for one segment than another. A store with a good add to cart rate and a poor checkout completion rate has a completely different problem from one where nobody adds anything to a cart, and treating both with the same advice is why generic tips disappoint.
Write the leaks down with the number of people involved, because that is what turns a list of issues into a priority order.
- Split by device first; a large phone gap is usually the biggest project
- Compare traffic sources to find visitors landing in the wrong place
- New against returning separates trust problems from usability problems
- Note how many people each leak affects, not just that it exists
Chapter 4
Use four kinds of research to explain what the numbers show
Analytics tell you where people leave. They never tell you why, and guessing at why is where most conversion work goes wrong. Four research methods answer it, and together they take about a week.
The first is watching real sessions. Session recordings for people who reached a step and abandoned it show hesitation directly: the repeated scrolling, the field entered three times, the tap that did nothing, the return to a previous page looking for information. Watch fifteen or twenty and stop when you start seeing the same thing repeatedly, which happens sooner than you would think.
The second is asking people who did not buy. A single question at exit or in a follow up message gets useful answers, especially when it is open ended rather than a list of options. What stopped you today is enough. Read the raw answers rather than a summary, and count the themes yourself.
The third is asking people who did buy. Recent customers can tell you what nearly stopped them, what they had to go and check, and what they expected to find and could not. They are easier to reach than non buyers and they remember the friction clearly.
The fourth is your support inbox and reviews. Every question asked before purchase is a question your pages failed to answer, and the volume of each one tells you how many silent people had the same question and left instead of writing.
Watch someone use the store too, if you can. Give a person a task, ask them to talk while they do it, and stay quiet. Five people finding the same obstacle is enough evidence to act on, and it is far more persuasive to a team than a chart.
Turn all of it into a written list of specific problems with evidence attached. That list, not a set of best practices, is what the rest of the work runs on.
- Watch fifteen to twenty abandoned sessions at the step that leaks
- Ask non buyers one open question and read the raw answers
- Ask recent customers what nearly stopped them
- Treat every pre-purchase support question as a page that failed
Chapter 5
Rank fixes by the size of the leak and the cost of the fix
Fix in the order of money at stake divided by effort, not in the order things were noticed. Most conversion programmes stall because somebody starts with a homepage redesign that takes three months and cannot be measured.
For each item on your list, estimate three things. How many people hit this step in a month, what share of them are being lost to this specific problem, and what an order is worth. That gives you a rough value, and rough is enough to rank things. You are not forecasting, you are sorting.
Then estimate the cost honestly, including who has to do it and what has to be tested afterwards. A change to a theme template is cheap. A change to your checkout may be limited by what your platform allows. A change that needs a developer you do not have is expensive regardless of how simple it looks.
Start with the top of that ranked list, and expect the first few items to be unglamorous. Missing delivery information, a broken filter, a form that rejects valid postcodes, an out of stock message that reads like an error. These are the changes that move numbers, and they rarely appear in articles about conversion.
Separate the certain from the uncertain. A fix for a broken thing does not need a test, it needs shipping. A change that is a matter of judgement, such as new copy or a different layout, needs either a test or a careful before and after. Mixing the two categories wastes testing capacity on things that were simply faults.
Keep the list visible and revisit it monthly. New evidence arrives constantly from support and from analytics, and the ranking changes when your traffic mix changes. A living backlog is what turns this from a project into a practice.
- Rank by people affected times order value, divided by effort
- Estimate cost honestly, including who does the work
- Ship fixes for faults; test only genuine judgement calls
- Revisit the ranking monthly as evidence and traffic change
Chapter 6
Fix the landing experience for the traffic you already pay for
Look at where your paid and organic visitors actually arrive, because that page is doing the work your advertising paid for. In most stores nobody has looked at the top landing pages in months, and some of them are not designed to receive visitors at all.
Pull the list of pages that receive the most entries and sort by conversion rate. Then open each one as a stranger. Does it deliver what the click promised, immediately and above the fold on a phone. If somebody clicked an advertisement for a specific product in a specific colour, and lands on a general collection, they have to start their search again and a share of them will not.
Match the message. The words in the advertisement or the search result should appear on the page, not because of any keyword mechanic but because the visitor is checking they are in the right place. That check takes a second and it is the single most common reason a paid click bounces.
Check what happens to visitors who arrive at a page that is no longer right. A discontinued product, an out of stock variant, an expired campaign page. Each should route the person somewhere useful rather than showing an error or an empty grid, and each is a paid click you already bought.
Look at the homepage separately. It is rarely the main entry point for paid traffic, and it is often where returning customers and people searching your brand name arrive. Its job is orientation rather than persuasion: what you sell, where to go next, and any information a returning customer needs quickly.
Finally, do not send every advertisement to the home page or every organic visitor to a category root. The specific page that answers the specific query converts better, and building those pages is cheaper than raising the bid.
- Sort top landing pages by conversion rate and open each one as a stranger
- Repeat the words from the advertisement or search result on the page
- Route discontinued and out of stock landings somewhere useful
- Send specific traffic to specific pages rather than to the home page
Chapter 7
Make finding the right product the easy part
Between arrival and the product page sits the part of the store that gets the least attention and loses a large share of visitors. If someone cannot find the thing they want, nothing on the product page matters.
Start with your own site search, because people who use it are declaring exactly what they want. Look at the top queries and run them yourself. Check the ones that return nothing, since each is either a product you should stock, a word you should map to something you sell, or a spelling your search cannot handle. Make sure search handles plurals, common misspellings and the words customers use rather than your internal names.
Then look at the filters. In a catalogue of any size, filters are how people narrow down, and the ones you offer should be the attributes buyers actually use to decide. Size, price, colour, material, compatibility, availability. Check that filtering is fast, that it works on a phone without hiding the results, and that combining two filters does not produce an empty page with no way back.
Sort order matters more than it looks. The default sort on a collection page decides what most visitors see, and if it is arbitrary you are showing your worst sellers first to everyone. Sort by something meaningful and let people change it.
Handle out of stock deliberately. Items that cannot be bought sitting at the top of a grid waste attention. Push them down, mark them clearly, and offer a notification rather than an apology.
And give collection pages enough information to choose from. A grid of near identical thumbnails with no differentiating detail forces every visitor to open products one at a time and come back, which is where a lot of them stop coming back. The key attribute in the product name or under it saves them the trip.
- Run your top site search queries yourself and fix the empty results
- Offer filters for the attributes buyers actually decide on
- Set a meaningful default sort and push unavailable items down
- Show the differentiating attribute in the grid so people need fewer clicks
Chapter 8
Set a performance standard and hold the whole site to it
Speed is a conversion feature, and the way to keep it is to set a standard for the whole site and refuse changes that break it. Most stores fix speed once, then add six applications over the following year and end up back where they started.
Define the standard in terms a person would recognise. How long until the main content is visible, how long until the page can be interacted with, and how much the layout moves while loading. Set target numbers, measure on a mid range phone on a normal mobile connection rather than on office equipment, and record where each key page type sits today.
Then apply it as a rule. Any new application, tag, font, chat widget, review script or tracking pixel has to fit inside the standard, and anything that does not either goes or replaces something. This is the part that requires discipline rather than skill, and it is what separates stores that stay fast from stores that were fast once.
Audit what is already loading. Most stores are running scripts from applications they uninstalled, tags for campaigns that ended, and two tools doing the same job. Removing those is usually the fastest available improvement and it costs nothing.
Watch the layout stability specifically, because it causes a particular kind of loss that does not show up in speed scores. A page where a banner loads late and pushes the add to cart button down produces mis taps, and mis taps produce people who leave.
Measure the effect on your own store rather than trusting a general claim. Compare conversion rate against load time across your own sessions, or measure before and after a genuine improvement. The relationship holds in most stores, and knowing your own numbers is what justifies the work when somebody wants to add another script.
- Set targets in visible terms and measure on a mid range phone
- Make every new script fit the standard or replace something
- Audit for scripts left behind by uninstalled applications and ended campaigns
- Watch layout shift, which causes mis taps that speed scores do not show
Chapter 9
Choose between a controlled test and an honest before and after
Most stores do not have enough traffic to split test everything, and pretending otherwise produces confident decisions based on noise. Decide honestly which method your traffic supports.
A split test needs enough conversions in each variant to distinguish a real difference from a normal fluctuation. Work out roughly how many orders you get on the page in question per week, and how large a change you would need to see to care. If reaching a readable result would take four months, a test is not the right tool for that change. Run it as a before and after instead, with a stated period, and accept the uncertainty.
Where you do test, keep the discipline. Decide the metric and the duration before starting, run for whole weeks so you capture every day of the cycle, and do not stop the moment one variant looks ahead. Early leads reverse constantly. Test one meaningful change at a time, since a variant with six differences tells you nothing about which one mattered.
Where you cannot test, make the before and after as honest as you can. Same length of period, same season, same major campaigns, and check whether traffic mix changed, because a shift towards paid or towards mobile moves conversion rate on its own. Write down what else changed that month, since something always did.
Track the whole outcome, not just the step you changed. A change that raises add to cart rate and lowers checkout completion has moved people, not helped them. Revenue per visitor is the number that catches this, which is why it belongs alongside conversion rate on every report.
And keep a record of everything you tried, including the failures. Half of conversion knowledge in a store is knowing what has already been ruled out, and that knowledge leaves with whoever remembers it unless it is written down.
- Estimate whether your order volume can produce a readable test result
- Decide metric and duration first, run whole weeks, stop at the end
- For before and after, match the period and check the traffic mix
- Report revenue per visitor alongside conversion rate to catch false wins
Chapter 10
Run conversion work as a standing practice, not a project
A store is never finished, so treat this as something that runs continuously at a modest pace rather than as a quarter of intense effort followed by two years of nothing. The stores that compound are the ones doing a few small things every month.
Set a rhythm. A monthly cycle works for most teams: review the numbers, watch a handful of sessions, read the month's support questions, update the backlog, ship two or three changes, and record what happened. That is a day of work a month and it will outperform an annual redesign.
Give it an owner. Conversion work spans marketing, development and customer service, which means it belongs to nobody by default and quietly stops. One named person who runs the cycle and keeps the backlog is enough, and it does not have to be a specialist.
Keep a decision log. Date, what changed, why, what you expected, what happened. Without it, every debate repeats annually and nobody can tell whether last spring's improvement came from the work or from the season.
Watch for the things that break what you fixed. New applications, theme updates, a supplier changing image sizes, a payment provider changing its flow, a campaign adding a banner. Put a short check in the monthly cycle: buy something on a phone, and confirm the funnel events still fire. That check catches problems that would otherwise run for months.
Finally, keep the goal in proportion. Conversion rate is one of four numbers that make your revenue, and there is a point where the next improvement costs more than it returns. When the easy leaks are closed and the remaining ideas are marginal, the attention is better spent on the visitors, order value or repeat purchase side, and returning to conversion when the store or the traffic mix changes again.
- A monthly cycle of review, research, backlog and two or three changes
- Name one owner, since the work spans several teams
- Keep a dated decision log of what changed and what happened
- Recheck the funnel after theme updates and new applications
