THE PLAYBOOKS / CONVERSION

Traffic-to-sale diagnostic

Find the first meaningful obstacle between an appropriate visit and a sale. Work from your own evidence; fictional examples are optional. Do not enter confidential records.

01Customer segment and reason for visiting

Record what you know. Identify assumptions and missing evidence.

02One landing page and one intended next action

Record what you know. Identify assumptions and missing evidence.

03Observation period and data source

Record what you know. Identify assumptions and missing evidence.

04Relevant sessions Inquiry starts Submissions

Record what you know. Identify assumptions and missing evidence.

05Qualified inquiries Sales from this inquiry cohort

Record what you know. Identify assumptions and missing evidence.

06Known tracking gaps or sales-cycle delay

Record what you know. Identify assumptions and missing evidence.

07Test submission/purchase completed? What actually happened?

Record what you know. Identify assumptions and missing evidence.

08Exact point of confusion observed, and evidence source

Record what you know. Identify assumptions and missing evidence.

09Alternative explanation we still need to check

Record what you know. Identify assumptions and missing evidence.

10Proposed change and why it addresses the evidence

Record what you know. Identify assumptions and missing evidence.

11Primary outcome + denominator + review window

Record what you know. Identify assumptions and missing evidence.

12Guardrail, owner, and next review date

Record what you know. Identify assumptions and missing evidence.

Notes are yours; example answers are hypothetical. Field completion does not validate a plan.

PUT YOUR NOTES TO WORK

Test the earliest break in the journey.

Choose one traffic source and one landing page. Keep the audience and time window explicit.
Check the first point where progress stops: relevant visit, useful action, inquiry, or sale. Verify that the event is actually recorded.
Choose one change, an owner, and a review date. Compare qualified actions and downstream sales, not clicks alone.

WORK THROUGH IT WITH ASHLEY

Want a second pair of eyes?

Unsure whether the constraint is traffic quality, the page promise, or the inquiry flow? Bring one public page and your priority question to a free 15-minute fit call.

Book a free 15-minute fit call

Prefer to prepare an inquiry? →

The call checks fit. Any paid review or implementation is scoped and priced before you commit. Your worksheet notes are not sent when you follow these links.