Comprehensive Website Planning Outline
Description The following outline may be used internally, or with clients to determine preferences and design/content direction for primary web page elements. It covers most major details for top level pages that are present in nearly all websites. Homepage Goals
CRM/Marketing Automation
Includes: Planning and programming of automated marketing workflow 3 stage conditional auto-response email campaign Addition or modification of data fields and/or menu items State-based internal notifications as required Conditional or state-based field updates as required Conditional entity creation (e.g. Project
A/B Split Test
Includes: Establish testing parameters Preferred single variable as the basis for the test Establish hypothesis/null hypothesis if statistically verifiable test Define results that make up successful outcome Establish the timeline, duration and/or sample size for the testing period Create objects
Conversion Rate Optimization
Includes: Establish quantifiable goals for 2 conversion points (typically begins with homepage and footer forms) Develop online forms If possible/available, forms feed lead cycle directly in client’s CRM Include one “long form” where some specific detail is requested to aid