Frameworks, playbooks, tactics, anti-patterns, worked numbers. Loads only when page structure or templates come up.
CRO knowledge base (distilled)
Conversion tactics extracted from practitioner YouTube sources. Apply these to any product, geography, or business model. Project-specific baselines and currencies are loaded from the active CLAUDE.md.
Core philosophy: the website as a 24/7 sales rep
The website is not a brochure. It is a sales rep that runs continuously and never sleeps. Rank without conversion design is wasted traffic. Every page earning organic visits must do three jobs at once: tell the visitor what the product does, show proof that it works, and give a next step matched to where they sit in the buying journey.
Two baseline rules flow from this:
- SEO and CRO are one workflow, not two. When traffic is flat or falling, conversion rate is the only growth lever left. Audit every page with organic traffic for friction at the same cadence as content updates.
- Channel does not matter: ad, email, podcast, LinkedIn, organic search. The experience from click to conversion is where modern winners differentiate. Campaign settings, audiences, and bid strategies are table stakes.
Named frameworks
1. The grunt test (Donald Miller, StoryBrand)
Show the homepage hero to a stranger for 3-4 seconds. Ask them to summarise three things:
- What the product does
- How it helps them
- What to do next
If they cannot grunt out all three, the hero is hemorrhaging traffic. Rewrite until it passes.
Good hero example: a keyword research tool using "Everything you need to rank higher and get more traffic." Plain English, result-led, one sentence.
Bad hero example: "360-degree all-in-one AI-powered supercharging your revenues today." Fails because employees cannot say what the product does from reading it.
Source: Sam Dunning, The Ultimate B2B SaaS Website Guide, https://youtu.be/sNpQTVgTKvo?t=872
2. PAS (Problem, Agitation, Solution) landing page framework
The recurring structure for commercial landing pages and bottom-of-funnel articles:
- Problem: state the pain the prospect faces, in their language, pulled from sales call transcripts or customer interviews. Never paraphrase.
- Agitation: describe the cost of not fixing it. Lost revenue, time, churn, competitive disadvantage. Reinforce the workaround's failure.
- Solution: introduce the product as the painkiller. Show it under the hood with screenshots and animations of the aha moment.
Full PAS landing page anatomy:
- Hero with problem call-out, money keyword in H1, primary CTA above the fold
- Comparison table showing "life without" vs "life with" the solution
- Product visuals and screenshots that demonstrate the aha moment
- Customer quotes weaved through the body (not bunched in one block)
- Embedded video (product walkthrough or testimonial)
- FAQ section sourced from real sales objections
- Risk reversal: money-back guarantee, free trial, no credit card
- Final CTA
Source: Sam Dunning, The Ultimate SaaS SEO Guide For 2025, https://youtu.be/ObU0tQMQD_c?t=1500
3. Ultimate B2B SaaS website structure (7-section template)
The full homepage anatomy, top to bottom:
- Hero: grunt-test headline, primary CTA, product animation or video, soft alternative CTA, proof line (e.g. "1,471 users joined in the last 7 days"), brand logos
- Product in action: one or two animations or screenshots demonstrating the aha moment below the fold
- Social proof cluster: customer logos + rating badges + review site scores
- Problem pillars: 3-4 main pain points the ideal client faces, each followed by how the product solves them
- Deeper social proof: video testimonials, customer quotes with roles and company names
- Secondary structure: dedicated feature pages, industry/persona pages, transparent pricing (3-4 tiers), customer story pages
- Close: FAQ handling objections + results page + clear demo or signup CTA + sticky top nav
Stickiness rules: top nav fixed with branded CTA in the top-right. Table of contents sticky on long pages. Secondary CTA always within one scroll.
Source: Sam Dunning, The BEST SaaS Marketing Strategies For 2025, https://youtu.be/pETgYVEoi1c?t=247
4. Funnel-matched CTA framework
Match the conversion ask to where the prospect is in the journey. Pushing a demo CTA on top-of-funnel content burns trust and kills conversion. Pairings:
- Top-of-funnel article (educational, "how to", "what is"): CTA = newsletter signup, YouTube subscribe, or podcast follow
- Mid-funnel article (template, checklist, framework): CTA = lead magnet download, cheat sheet, ultimate guide
- Bottom-of-funnel article (alternatives, comparison, pricing): CTA = book a demo, start free trial, talk to sales
Implement as a fixed sidebar CTA that travels with the reader. Each blog post's template pulls the matching CTA based on the tag or funnel assignment.
Source: Sam Dunning, How to Write Blog Posts That Get You Clients, https://youtu.be/8OzkEY-gt7g?t=708
5. Listicle page structure (for "best X" and alternative pages)
When the SERP is dominated by listicles, build a listicle with this structure:
- "Why trust us" intro paragraph at the top (gets picked up by AI overviews)
- Short category context (1-2 sentences)
- Position your product as number one, backed by specific customer-research-led differentiators
- Real customer quotes, testimonial videos, brand logos
- Product screenshots and animations of the aha moment
- Honest pros and cons of your product
- Fair summary of each competitor (no slating, no false claims, legal-safe)
- Sticky table of contents on the left
- Sticky CTA on the right
- FAQ section at the bottom handling objections
- Final CTA
This page type does three jobs: ranks on search, gets cited in AI overviews and LLM answers, and converts in-market buyers.
Source: Sam Dunning, The Ultimate SaaS SEO Guide For 2025, https://youtu.be/ObU0tQMQD_c?t=1370
6. Transparent pricing page structure
Hidden pricing creates friction and signals that the prospect is about to be sold. Default to transparency. Structure:
- Actual numbers above the fold, 3 core plans plus an Enterprise option
- User-count slider for instant calculation where usage-based
- Video use cases and video testimonials near the tiers
- FAQ section handling real pricing objections: "Why so expensive?", "What's minimum commitment?", "How does onboarding work?", "What happens after the guarantee period?", "vs [main competitor]?"
- Social proof row: client quotes, video testimonials, industry review badges
- Consistent CTA: schedule demo or start trial, repeated at intervals
If contract structure forces hidden pricing, publish at least a starting range or a cost calculator. Default of "contact sales" slows cycles, wastes demos, and filters out qualified buyers who wanted to self-serve.
Source: Sam Dunning, The Ultimate B2B SaaS Website Guide, https://youtu.be/sNpQTVgTKvo?t=1626
7. Features page structure (do not list everything)
Do not build a page per feature. Identify the 5-6 features that actually come up in sales calls. For each, build a dedicated page:
- Feature-specific headline (not generic)
- Animation of the feature in action next to the headline
- Above-fold CTA (book demo or trial)
- Social proof logo row
- "How it works" breakdown with annotated screenshots
- Use cases tied to real customer scenarios
- FAQ addressing objections specific to the feature
Skip the long tail of minor features. They dilute the site and waste the buyer's time.
Source: Sam Dunning, The Ultimate B2B SaaS Website Guide, https://youtu.be/sNpQTVgTKvo?t=1352
8. Where humans vs AI in the funnel
Not every touchpoint should be automated. Allocation rule:
- Top of funnel (high ambiguity, varied questions): humans. Click-to-call to a real rep beats a chatbot for first-touch quality.
- Mid funnel (no-show recovery, signup follow-ups, lower-segment outbound): AI voice and email agents scale here.
- Outbound to high-value key accounts: humans, with full customisation.
- Discovery and demo calls: humans, always. Qualification is where close rate is won.
- Churn re-engagement: AI agents for volume, humans for retention-critical accounts.
Apply this as a cost-and-quality tradeoff map, not a policy.
Source: Sam Dunning, This Cold Email Strategy Makes $3M/yr, https://youtu.be/aCbYQe9FR4A?t=435
Playbooks
Playbook: complete website build (7-step)
Goal: produce a homepage and supporting pages that function as a 24/7 sales rep.
- Customer research first. Pull language from 10-20 sales calls, customer success calls, and win/loss interviews. Document verbatim phrases describing the problem, the cost of inaction, and the decision trigger.
- Draft a grunt-test-passing hero. Use customer-language directly. Cap around six words for the headline.
- Map page set: homepage, feature pages (top 5-6 only), industry pages per main ICP segment, use-case pages, integration pages, pricing page, customer story pages, FAQ page.
- Build each page against the relevant structural template (hero-first PAS, listicle, comparison, features page).
- Weave product-in-action screenshots and animations across every page. Text alone does not convert.
- Build FAQ sections from real sales objections, not generic "what is X?" questions. Ranks on search, handles objections before the demo.
- Add sticky nav, sticky CTA, and a footer CTA. Test that a visitor can convert at any scroll position.
Time estimate: 2-6 weeks depending on content volume. Success metric: every page has a specific problem, proof, and matched CTA. No page is a dead end.
Source: Sam Dunning, SaaS homepage anatomy playbook, https://youtu.be/pETgYVEoi1c?t=247
Playbook: CRO audit workflow
Run this on any page with meaningful traffic:
- Open the page in an incognito window. Time 3-4 seconds. Can you grunt the three things? If not, the hero is broken. Fix that first.
- Scroll through on desktop. Log: visible CTA above fold? Social proof inside first screen? Product visible inside first two screens? Friction elements (full nav menu on a landing page, multiple competing CTAs)?
- Scroll through on mobile. Hero CTA still visible? Sticky CTA works? Any horizontal scrolling?
- Inspect the form or conversion step. Field count? Required fields only? Error states clear? Visible progress if multi-step?
- Check page speed. Each second of load reduces conversion roughly 7%. Flag anything over 3 seconds.
- Watch 10-20 session recordings. Rage clicks, dead clicks, scroll-exit patterns. Session recordings beat heatmaps for qualitative insight.
- Pull the top 3 sales objections from recent calls. Are they handled on the page? If not, add FAQ entries.
- Deliverable: prioritised list split into "ship now" (errors, friction removals, no test needed) and "hypotheses to test" (with sample size calculation).
Time estimate: 90-120 minutes per page.
Source: Sam Dunning, FAQ section as sales enablement, https://youtu.be/ObU0tQMQD_c?t=1620
Playbook: A/B test prioritisation
Order of what to test when you have limited traffic and can only run one test at a time:
- Headline (biggest lever, highest volatility)
- CTA copy and placement (second biggest for most pages)
- Hero image or video (especially if swapping static for product animation or a short video)
- Offer structure: pricing tier copy, trial length, guarantee wording
- Social proof placement and type (logos vs quotes vs video)
- Form length and fields (remove, do not add)
- Page layout and visual hierarchy (bigger test, requires more traffic)
Rules:
- Minimum detectable effect decided before the test, not after
- Sample size calculator used before starting, not mid-flight
- 95% statistical significance before calling a winner
- One variable per test
- Do not test on pages with fewer than 1000 visitors per month. Run qualitative research instead.
- Segment the results after a test. Overall result can hide a strong win inside one traffic source.
Source: Leveling Up, Claude Agents Will 100x Your Marketing, https://youtu.be/RviV6igjqDA?t=94
Tactics
Tactic: screenshots and animations for product-in-action
Text does not convert. The page must show the product doing the thing. Place:
- An animation or short video next to the hero headline
- Annotated screenshots below the fold demonstrating the aha moment
- Animations inside each feature section showing the specific feature firing
Keep animation files lightweight (under 2MB each) to avoid hitting page speed.
Tactic: weaving customer quotes throughout the body
Do not cluster testimonials in one block. Weave them between sections where they reinforce the surrounding copy. A quote about onboarding sits next to the onboarding feature section. A quote about ROI sits next to the pricing page.
Specificity beats polish. Prefer "We went from 5 demos a week to 18 in 60 days" over "great product, highly recommend."
Tactic: embedded video above the fold (VSL)
Only about 1% of visitors watch the video, but those who watch convert at roughly 10x the non-watcher rate. The lift more than pays for the production effort on any page with meaningful traffic.
Rules:
- Video above the fold, CTA also above the fold (never push the CTA below by adding video)
- Under 90 seconds for most pages, 3-5 minutes for high-consideration decisions
- Autoplay muted, with clear play and unmute controls
- Only worth producing if the page gets enough traffic for the watcher cohort to matter
Source: Build in Public channel, Jacky Chou interview, https://youtu.be/f9o_ch6Iiaw?t=3625
Tactic: TL;DR above the fold
A one-line summary at the very top giving the answer immediately lifts conversions by roughly 33% per a Reddit case study. Give the answer first, then expand below for readers who want depth.
Works on both blog posts and product pages. On product pages, the TL;DR is the promise in one sentence, above the hero subhead.
Source: Build in Public channel, https://youtu.be/9eK5-TpaiPw?t=8730
Tactic: transparent pricing with real numbers
B2B buyers want to see prices early. Hidden pricing:
- Slows sales cycles
- Burns demo slots on unqualified prospects
- Signals that the price is negotiable (so the buyer tries to negotiate)
- Reduces trust
Display actual tiers. If contractual structure forces hidden pricing, publish a starting range, a calculator, or example deal sizes. Always address pricing FAQs head-on on the same page.
Tactic: FAQ built from real sales objections
The FAQ is not an info section. It is sales-enablement content sitting on the public page. Build it from actual objections, not imagined ones.
Pull the top objections from the last 20 sales calls. Write each as the prospect said it: "Why are you so expensive?", "What if my account manager leaves?", "How is this different from [main competitor]?", "Will I be locked into a contract?", "What happens after my trial ends?"
Benefits compound:
- Ranks on long-tail questions (including LLM answers)
- Handles objections before the demo, shortening sales cycles
- Qualifies out poor-fit buyers (who self-disqualify on pricing or commitment)
- Shows experience, expertise, authority, trust signals to search engines
Source: Sam Dunning, Use FAQs to handle sales objections, https://youtu.be/pETgYVEoi1c?t=341
Tactic: "where we're not a fit" section
Include an explicit statement of who the product is not for. "We are not a fit for teams under 5 seats." "This will not help if you do not yet have product-market fit." The tactic:
- Qualifies out bad-fit buyers before they book a demo
- Builds trust (honesty is scarce)
- Frees the sales team's calendar for qualified leads
Place it near the bottom of the page, above the final CTA, so only readers who genuinely engaged see it.
Tactic: social proof clusters
Three levels of proof, all of which should appear on the page somewhere:
- Logo row: brand logos of well-known customers (7-12 logos, single row)
- Numeric proof: specific results from named customers ("doubled demos in 3 months")
- Narrative proof: a short case study or embedded video testimonial
Place the logo row near the hero. Numeric proof near features. Narrative proof before the final CTA.
Third-party proof beats first-party claims. When the same claim is made by the brand itself vs a listicle or third-party site, the third-party framing converts better. Source: Build in Public channel, https://youtu.be/-LV-XISwW6g?t=350
Tactic: CTA button copy patterns
Rules:
- Action-led, outcome-led, under six words
- First person from the buyer's perspective ("Start my free trial") tends to beat third person ("Start your free trial")
- The button label and the page promise match. If the hero says "Get pricing in 30 seconds", the button says "See pricing", not "Book a demo"
- On programmatic pages, rewrite the CTA per page context. Replacing a generic "Work with us" with context-matched copy (e.g. "Optimise my conversions" on a CRO services page) has delivered roughly 50% click lift and 20% conversion lift.
Source: Leveling Up, AI Marketing Blueprint, https://youtu.be/eHvXtwGTxLQ?t=820
Tactic: sticky CTA + sticky TOC on long pages
On any page over 2000 words:
- Left: sticky table of contents so readers can jump to the section they care about
- Right: sticky CTA box with a clear conversion ask
- Top: sticky primary nav
Readers should be able to convert at any scroll position, not just at the top and bottom. Information density benefits from navigation; without it, readers scroll, get lost, and bounce.
Source: Sam Dunning, A Complete Guide to AI SEO in 2026, https://youtu.be/e9ccLnRmeo0?t=986
Tactic: countdown timer for time-sensitive offers
On offers with a real time bound (cohort start date, webinar date, sale end), add a countdown timer to the hero or sidebar. Combined with social proof, urgency lifts conversion without burning trust.
Rules:
- Only use for genuinely time-bound offers. Fake countdowns that reset kill trust when spotted.
- Pair with social proof to balance urgency and credibility.
Tactic: interactive tool above the fold
On a competitive commercial keyword (e.g. "resume builder", "AI writing detector"), embed a working version of the tool above the fold. Let visitors use it without signing up. Once they hit a usage limit, prompt for signup.
Benefits:
- Strong engagement signal to search (time on page, low pogo-sticking)
- Visitor experiences value before being asked for anything
- Works for freemium tools where the product is fast to demonstrate
Source: Build in Public, Teal case study, https://youtu.be/8wImHWoQ7C4?t=1755
Tactic: comparison table landing page
Single page, entire content is a price and feature comparison of your product vs top 1-2 competitors. Gate the detailed table behind an email form; preview enough to get indexed.
Works well when competitors hide their own pricing. Captures in-market buyers doing competitor research. Use a minimal form (email only) to maximise fill rate.
Source: Build in Public, PageRank & Topical Authority, https://youtu.be/9eK5-TpaiPw?t=8775
Tactic: programmatic CRO on programmatic pages
If the site has hundreds of programmatic pages built from a template, do not ship them with one global CTA. Use AI to customise per-page elements:
- CTA copy rewritten per page topic (under six words)
- Logo row swapped for the industry or use case the page targets
- Social proof rotated to match
Implementation: a script scans page context at render time and hits an AI API for a templated CTA. Generic "Get a free consultation" swapped for context-specific "Optimise my conversions" on a CRO services page delivered roughly 50% conversion lift in one documented case.
Source: Leveling Up, AI Marketing Blueprint, https://youtu.be/eHvXtwGTxLQ?t=820
Tactic: two-CTA structure inside long-form video
For YouTube or embedded video content:
- Soft CTA at the 33% mark: short, low-friction, aimed at viewers who already trust you
- Hard CTA at the end: longer, more direct, after value has been delivered
Two CTAs consistently test as the highest-converting structure. One CTA misses early warm viewers. Three or more dilutes each ask.
Source: Sam Dunning, BEST YouTube Marketing Strategy for SaaS, https://youtu.be/wo8FZBCi-ZY?t=775
Examples with numbers
- A B2B training course landing page built with the PAS framework (comparison table, embedded video, sales-sourced FAQ, money-back guarantee) outranked a DR 90+ incumbent for the head money keyword in 50 days. Generated leads and revenue by day 67.
- A payroll software vertical page ranked position 1 organic AND position 1 in AI overviews AND was cited as the top answer in an LLM's response for "best HR software for nonprofits". Keyword difficulty 2/100, roughly 400 searches per month. Source: Sam Dunning, https://youtu.be/nxwUDVewfzI?t=237
- A Salesforce assignment SaaS doubled qualified demo requests in three months after switching from paid-search dependency to bottom-of-funnel SEO content. Lead mix shifted from majority paid to 60% organic. Source: Sam Dunning, https://youtu.be/b358esP7dm8?t=0
- A consultation-modal A/B test: baseline 0.35% conversion (248 conversions from 71,000 opens in 30 days). Target 0.49% (40% lift). Sample size calculated at 89,000 opens per variant over 14 days. Source: Leveling Up, https://youtu.be/RviV6igjqDA?t=125
Anti-patterns
Anti-pattern: generic corporate-speak hero
Lines like "360-degree all-in-one AI-powered platform supercharging your revenues today" fail the grunt test. Even the company's own employees cannot explain what it does. Fix: plain language, result-first, under six words.
Anti-pattern: hidden pricing
"Contact sales for pricing" slows cycles, burns demo slots, filters out self-serve buyers who would have converted. Fix: publish real tiers, or at minimum a starting range with example deal sizes.
Anti-pattern: ego-first copy
Hero and about copy that leads with the brand's history, awards, or team size instead of the prospect's problem. Fix: rewrite every section to lead with the buyer's outcome. Awards go later in the page, never first.
Anti-pattern: unclear CTAs
Buttons labelled "Learn more", "Get started", or "Submit" with no context. Fix: each CTA must say what happens next in the buyer's language. "See pricing", "Start my 14-day trial", "Book a 20-minute demo".
Anti-pattern: no product-in-action visuals
Wall-of-text pages with no screenshots, no animations, no video. Readers cannot imagine using the product. Fix: every page has at least one product-in-action visual (animation preferred) near the hero, with more below the fold.
Anti-pattern: paid traffic to the homepage
Running paid ads to the homepage (with full nav, footer, multiple CTAs) tanks conversion vs a dedicated landing page. A no-nav landing page with only a privacy link in the footer can deliver 2-3x the conversion rate of homepage traffic.
Fix: build noindex landing pages per campaign. Remove nav and footer links. Only two possible actions: convert or leave. Source: Build in Public, https://youtu.be/f9o_ch6Iiaw?t=3760
Anti-pattern: designer landing pages
Minimalist, award-show-friendly designs often convert worse than dense, information-heavy pages. Designers design for other designers, not buyers. Fix: steal structure from long-form info-marketer pages and dense comparison sites. Optimise for buyer comprehension, not aesthetic purity.
Anti-pattern: wall-of-text articles with no conversion elements
An article ranks on search but is a raw block of text with no product screenshots, no social proof, no FAQ, no CTA. Wastes the traffic. Fix: every ranked page gets the 24/7 sales rep treatment: visuals, proof, fixed CTA, FAQ from sales objections.
Anti-pattern: sophisticated headline language
Complex vocabulary in headlines kills conversion. The classic example: "A thousand songs in your pocket" beat "5GB of storage" by orders of magnitude. Fix: headlines at roughly six words, plain everyday language, result not feature.
Anti-pattern: testing the customer after product-market fit
Before PMF, experimentation is survival. After PMF, locking the target customer and testing only messaging. Teams that keep redefining the ICP after PMF dilute their positioning and slow growth. Fix: constrain experiments post-PMF to messaging, creative, and channel.
Sources cited
- Sam Dunning, Breaking B2B channel (website and SaaS CRO):
- The BEST SaaS Marketing Strategies For 2025, https://youtu.be/pETgYVEoi1c
- The Ultimate B2B SaaS Website Guide, https://youtu.be/sNpQTVgTKvo
- The Ultimate SaaS SEO Guide For 2025, https://youtu.be/ObU0tQMQD_c
- How to Write Blog Posts That Get You Clients, https://youtu.be/8OzkEY-gt7g
- A $1.5M SaaS SEO Strategy, https://youtu.be/fFyYnjJC_xQ
- A $6.3M SaaS SEO Strategy, https://youtu.be/yvFPKLB7_80
- How to Rank #1 on Google 2025, https://youtu.be/Yg-mIZ1c3fU
- How This SaaS 2x'd Demos With SEO & AEO, https://youtu.be/b358esP7dm8
- Best SaaS SEO Strategy to Scale MRR, https://youtu.be/nxwUDVewfzI
- BEST YouTube Marketing Strategy for SaaS, https://youtu.be/wo8FZBCi-ZY
- A Complete Guide to AI SEO in 2026, https://youtu.be/e9ccLnRmeo0
- Build in Public Marketing channel (CRO tactics, programmatic, comparison tables):
- Leveling Up channel (AI-assisted CRO, agent workflows):