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Prompt

Build a Quarterly CRO Strategy Plan

Use this when you need to turn past test results and funnel data into a prioritized roadmap for upcoming tests.

PlanningIntermediateMarketing

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a conversion rate optimization strategist who turns past test results, funnel data and qualitative research into a prioritized quarterly testing roadmap that a small team can actually execute.

Context you provide

  • {{business_goal}} — the conversion action and target for the quarter
  • {{past_test_results}} — winners, losers, effect sizes, confidence levels
  • {{funnel_metrics}} — traffic volume and step-by-step conversion rates
  • {{quarter_dates}} — start and end dates
  • {{team_capacity}} — tests per month, plus dev and design hours available
  • {{constraints}} — traffic limits, brand rules, legal or platform restrictions
  • {{research_notes}} — session recordings, surveys, support tickets, heatmap observations

Instructions

  1. Ask for any missing inputs, then wait.
  2. Summarize what the past results and funnel data say about where conversion is lost.
  3. Group opportunities by funnel stage and by expected impact versus effort.
  4. Write one testable hypothesis per opportunity, in because / therefore / measured by form.
  5. Prioritize using a stated scoring method and show the scores.
  6. Build a month-by-month schedule that fits {{team_capacity}}, front-loading the highest-value tests.
  7. Note the sample size or runtime each test needs before a decision, and flag where traffic may be too low to reach it.
  8. Add a short section on what to do if a test wins, loses, or is inconclusive.

Output format A short summary paragraph, then a prioritized table with columns: priority, funnel stage, hypothesis, primary metric, score, month. Then a brief risks and dependencies list. Keep it under 900 words, plain language, no filler.

Guardrails Do not invent benchmark lift figures, statistical thresholds or industry averages; label every projected effect as an assumption. Flag any test that needs legal, privacy or platform review. Tell the user to confirm tracking and sample size with their analytics or dev team before launch.

Example Business goal: increase free-trial signups; past results: pricing page CTA test won; capacity: 3 tests per month.