Approach
After digging into the funnel, it became clear that while Guider had good top-of-funnel traffic, the conversion path wasn’t optimised for intent or quality. Most leads were coming through a ‘Book a call’ CTA, but many weren’t sales-ready and bounced after asking about pricing or specific features.
I started by analysing closed-lost reasons, and a pattern emerged: a lack of understanding of Guider’s value. The combination of limited pricing transparency and unclear feature differentiation was leading to friction early in the buyer journey. Additionally, speaking to the Customer Success team brought up insights from existing clients that in their initial purchase experience, the value of the platform in financial benefits for the business could have been communicated better.
Finally, for ‘softer’ leads from eBooks and whitepapers, there was a low conversion rate, despite solid traffic and interest in the content.
My approach to fix this was two-fold:
- Diversify lead entry points based on user intent
- Surface value early to improve qualification and conversion for higher-intent leads
Output and deliverables
ROI calculator
I created an ROI calculator to quantify Guider’s impact, helping leads understand the potential return and benefit before booking a call. This was focused on staff retention costs, as the product’s value was two-fold in upskilling and retaining employees.
Rather than commit an actual financial result, I allowed users to try inputs with ranges including their investment in the product, their employee retention rate, and their average employee salary. After selecting their inputs, prospects could enter their email to get their result, some brief advice and subsequently book a consultation.
- This was built from scratch, initially as an MVP by myself using Javascript and basic styling, and eventually transforming into something much more reliable with an API to Hubspot for creating leads and an email nurture flow.
- For the experiment, I initially tested it on retargeted and highly-engaged LinkedIn Ad audiences to ensure a steady flow of qualified traffic.
Pricing + features page
Pricing pages in SaaS are always a bone of contention. While we weren’t able to display our pricing at the time, I still felt we should give prospects an idea of what to expect if their company joined Guider. Even a reference to price point can help users create value. Showing tiers and plans of the platform paired with messaging that aligns with common feature objections can really illustrate this to prospects.
- Initially, I built the ‘pricing’ tables with the company’s existing tiers and features - with ‘Request pricing’ CTAs, leading to our discovery call page.
- This then evolved to a custom ‘Request pricing’ meeting booking page, where we further addressed objections, with customer quotes focused on the value to boost motivation.
- After an initial period, I reviewed the heatmap and session recordings of the page, and we brainstormed new ways to position the tiers and features based on this real user activity.
- Eventually, we settled on a Lite, Pro and Enterprise structure, with pricing anchored by a real figure for the Lite plan, and a clear upgrade in features for each plan.
- This then led to an overall restructure of packages across commercial units, further benefiting the business.
Resource hub overhaul
Guider’s resource section had strong SEO presence, due to a solid informational content strategy, but the experience was inconsistent and not conversion-focused. Pages were individually built with no standard format, making the user journey fragmented and difficult to optimise. The benefits of overhauling website sections like this are as much a benefit for conversion rate as user experience and brand trust.
- I partnered with a WordPress developer to create new post types, rebuild the section using a flexible template and create consistency across download experiences for whitepapers, guides, and toolkits.
- Each page was structured with a clear intro, a breakdown of what’s inside, and visual previews to boost clarity and perceived value
- The new template also allowed us to integrate dynamic CTAs, which we deployed based on new vs. returning visitor status, from low-friction template downloads to value-focused content types like webinars or product feature videos. We also rolled this out to the blog after seeing early success.
- We prioritised mobile usability and used scroll tracking and session data to fine-tune the layout post-launch
- This overhaul helped improve download conversion rates, and the increase allowed us to understand with real precision what kind of long-form content our audience valued, what to focus on in nurture and from there, which topics generated pipeline.