Map the action beyond the button
Document the visitor promise, destination, required fields, validation, acknowledgment, and responsible follow-up for each conversion. Remove dead ends and competing primary actions.
- ✓ Page-level CTA and intent map
- ✓ Form validation and spam controls
- ✓ Confirmation and error-state design
Verify the downstream event
A successful browser message is not enough. Check that a lead record exists, that a payment has server-side confirmation, and that any promised access or follow-up is triggered once.
- ✓ Document the evidence and owner behind each decision.
- ✓ Agree acceptance criteria before implementation begins.
Scope and delivery decisions
Checkout, CRM, and email integrations require access and an agreed data-handling policy. Conversion-rate gains require measurement rather than assumptions.
- ✓ Confirm system access, dependencies, and data handling during discovery.
- ✓ Receive a scoped recommendation with responsibilities and verification steps.