Full-Funnel CRO Workflow

Systematically optimize every conversion point in the user journey.

Pre-Flight

Check for .agents/product-marketing-context.md. If missing, invoke product-marketing-context first.

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Stage 1: Acquisition (Landing Pages)

Step 1A — Page CRO Audit

Invoke page-cro on the primary landing page(s):

• Conversion blockers, messaging clarity, CTA effectiveness
• Quick wins vs. high-impact changes

Step 1B — Copy & Design Review

Invoke copy-editing on existing page copy:

• Seven-sweep edit (Clarity, Voice, So What, Prove It, Specificity, Emotion, Zero Risk)
• If copy needs full rewrite, invoke copywriting instead Invoke ui-ux-pro-max to review visual design:
• Layout, visual hierarchy, typography, spacing, CTA prominence
• Use frontend-design:frontend-design to implement design changes

Step 1C — Popup/Lead Capture

Invoke popup-cro to audit or design:

• Exit-intent, scroll-trigger, or timed popups
• Email capture strategy

Step 1D — Form Optimization

Invoke form-cro on any non-signup forms:

• Demo request, contact, lead capture forms
• Field reduction, progressive profiling

Output: Prioritized list of acquisition-stage changes.

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Stage 2: Activation (Signup & Onboarding)

Step 2A — Signup Flow

Invoke signup-flow-cro:

• Registration friction audit
• Field-by-field analysis, social proof, progress indicators
• Use ui-ux-pro-max for signup form visual design and frontend-design:frontend-design to implement

Step 2B — Onboarding Flow

Invoke onboarding-cro:

• Activation metric definition (aha moment)
• Step-by-step flow design, empty states, email triggers
• Time-to-value optimization

Output: Redesigned signup → onboarding flow with metrics plan.

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Stage 3: Monetization (Upgrade & Pricing)

Step 3A — Paywall/Upgrade Screens

Invoke paywall-upgrade-cro:

• In-app upgrade moments, feature gates, trial expiration
• Use ui-ux-pro-max for upgrade modal/screen visual design
• UI patterns, trigger points, urgency/proof elements

Step 3B — Pricing Psychology

Invoke marketing-psychology focused on:

• Anchoring, decoy effect, loss aversion for pricing
• Apply findings to upgrade screens from 3A

Output: Optimized upgrade experience with psychology-backed design.

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Stage 4: Retention

Step 4A — Churn Prevention

Invoke churn-prevention:

• Cancel flow design with save offers
• Dunning sequence for failed payments
• Win-back campaign structure

Step 4B — Retention Email Sequences

Invoke email-sequence for:

• Re-engagement sequence (inactive users)
• Win-back sequence (post-cancel)
• Feature adoption drips

Output: Complete retention system (cancel flow + dunning + email sequences).

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Stage 5: Measurement

Step 5A — Analytics Setup

Invoke analytics-tracking:

• Funnel-wide event tracking plan
• Per-stage conversion metrics and dashboards

Step 5B — Testing Plan

Invoke ab-test-setup:

• Prioritized test backlog from all stages above
• Statistical requirements, duration estimates
• Testing roadmap (which tests to run first)

Output: Measurement infrastructure + prioritized test queue.

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Skill Chain Summary

Acquisition:  page-cro → copy-editing → popup-cro → form-cro
Activation:   signup-flow-cro → onboarding-cro
Monetization: paywall-upgrade-cro + marketing-psychology
Retention:    churn-prevention → email-sequence
Measurement:  analytics-tracking → ab-test-setup

Rules

• Work through stages in order (acquisition → retention), but within each stage steps can be parallelized.
• Present findings per stage and get user approval before moving to the next stage.
• If the user only cares about one stage, run just that stage — don't force the full funnel.
• Always end with Stage 5 (measurement) regardless of which stages were run.