RedPandasfor Ordermentum

Your CRO kick-off, in two parts.

Thanks for having us. This page shows what we'll cover across two sessions, and what we need from you to get moving quickly. If we don't get through everything tomorrow, that's fine. Whatever we miss rolls into session two.

The agenda

Session one is about understanding your business and your goals. Session two turns that into a plan.

Thursday 29 October

Session 1: Understand

  1. WelcomeHow the two sessions work.
  2. Your businessWhat you do, how you make money, and the "light-bulb moment" for your ideal customers.
  3. Who we're optimising forYour ICP or personas, if you have them.
  4. What success looks likeAt 3 months and 12 months, plus your immediate priorities.
  5. Tracking and testing in HubSpotWhat's tracked today, MQL and SQL definitions, past tests, and how we QA changes safely.
  6. The first 30 daysResearch, Hotjar, and our first test on the Book a Demo page.
  7. Ways of workingApprovals, Slack, weekly WIP, and next steps.

If time permits

  1. Our approach to the Book a Demo pageHow we'll research, test and improve it, what happens after someone books, and an open discussion.
Next week, time to be confirmed

Session 2: Plan

  1. RecapAnything that's come up since session one.
  2. CompetitorsThree to five names, and what you like about each.
  3. Your baseline dataTraffic, the demo funnel, and where people drop off.
  4. Sales insightThe top questions prospects ask, and their biggest barriers to booking.

What we need from you

Tick things off as you go, and add a note if something's tricky or you don't have it. Everything saves automatically, and everyone with this link sees the same list.

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