The Challenge
A seven-step quote flow bled mobile users, and generic headlines gave visitors no reason to persist through it.
Project Overview
Experimentation That Turned Clicks Into Clients.
A financial-services lead generator drove strong traffic but watched most of it abandon a long, intimidating quote form. We mapped every drop-off, then ran a disciplined test program across forms, social proof and page structure.
Step by step, the funnel transformed: shorter flows, sharper value messaging and proof placed exactly where hesitation peaked — delivering a step-change in qualified applications.
ManagementMarketing
The Approach
Session analysis plus a 12-test roadmap: progressive forms, rewritten offers, injected proof and speed fixes.
The Outcome
Application starts and completions rose substantially — the same media budget now produces far more customers.
Deliverables
What We Shipped.
- Funnel audit with quantified drop-off analysis.
- Progressive multi-step form redesign for mobile.
- Rewritten headlines, offers and objection handling.
- Quarterly experiment backlog with revenue reporting.
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