Conversion rate optimization: 4 steps to fewer choices and easier decisions

SarpSarp · · 5 min read
A cluster of similar keys beside three separate keys, one with a blank orange tag.

Eight packages with similar names, followed by a long form. Visitors have to choose before they understand what they need. To improve conversion, start by making that decision easier.

More choice does not always mean more conversions. Similar packages and a succession of choices give visitors more details to weigh up. When scope and pricing are unclear, they may postpone the decision or abandon the enquiry. Difficulty reaching a decision because of excessive analysis is described as decision paralysis. [1]

Decision load is the mental effort needed to choose: understanding options, comparing their differences and answering questions. Similar packages, unexplained details and questions asked too early can add to that load. As the effort builds, the decision becomes harder; visitors may postpone it or give up.

How hard can one more form be? Easy decision“I know this one.”Hard decision“Which one fits?”Decision paralysis“I’ll come back…”Unicorn userCompleted everything. Age groupFull nameEmailPhone Pick one of5 product packages Answer 30product questions Define every detailof the project.Before you even start! Might just beyour test team. Every box adds to the decision load.

In a digital journey, the aim is to lighten that load by removing unnecessary choices and questions. Here are four steps to put that into practice.

1. Find where the decision burden builds up

Which choice makes visitors pause? After which question do they leave? Which options are rarely selected? Look at drop-off between package selection, form start and submission to find where the decision burden builds up.

  • Options: Can you explain the difference between two packages in one sentence?
  • Decision order: Are you asking for technical preferences before understanding the need?
  • Form: Is it clear why you need each answer and what happens next?

2. Reduce options and order the decisions

Combine options that serve the same need. Instead of asking visitors to select every feature, offer a few packages built around common needs. Use usage data, and explain who a recommended package suits and why.

Imagine a training service. Switch how the choice is presented below, then select an option.

Example training service

Choose your package

Try an option.

Move from easy decisions to harder ones. Ask “What are you trying to do?” first, then show only relevant follow-up questions. Someone seeking individual training does not need a question about team size. Offer “I’d like to decide during a conversation” for visitors who are not ready to choose a package.

Dynamic Question Ordering, developed for surveys, explores ordering questions using earlier answers. [2] We can borrow that idea for digital enquiry journeys: follow an answer with a relevant question instead of showing everyone every question.

3. Keep the first form short

Keep the first form to the information needed to understand the enquiry and make contact. Leave proposal details for the next step, so visitors do not face a long questionnaire before making an initial enquiry.

  • Now: Information needed to understand the enquiry and contact the person.
  • Next: Details needed to prepare a proposal, on the thank-you screen or during a conversation.
Start the conversation. Ask for details next. First form Thank-you page Full nameContact detailsA brief descriptionBudgetTimingProject details Form submitted If needed: one qualifying question E.g. “Where do you need the service?”

Ask about budget and timing on the thank-you screen or during a conversation. If too many enquiries are unsuitable, test one clear qualifying question before the form. Add that step only when needed.

4. Test the change and track enquiry quality

Test one change first. Start by combining similar options, explaining a recommended package or moving detailed questions after the form. Changing everything at once makes it hard to identify what helped.

Track qualified enquiries per visitor alongside form completion. Both journeys below have 1,000 visitors. Change the form count and qualification rate to see why more submissions do not always mean more qualified enquiries.

Example data1,000 visitors per journey

Journey A

30qualified enquiries3% visitor-to-qualified rate

Form completion rate: 10%

Journey B

42qualified enquiries4.2% visitor-to-qualified rate

Form completion rate: 7%

Qualified enquiries = forms submitted × qualification rate

Agree on the definition of a qualified enquiry with sales and apply it to both groups. Where possible, follow outcomes through to conversations and sales. Do not declare a winner from a small difference or just a few days of data.

Let’s find where visitors get stuck on your site. Our conversion rate optimization work examines your form, offer and decision steps, starting the first test with a specific question.

Sources

  1. Adriatico et al. (2022) · Choice overload and decision paralysis
  2. Early, Mankoff and Fienberg · Dynamic Question Ordering in Online Surveys (2016 preprint; journal publication 2017)
Sarp
Written by
Sarp Founder, Digital Peax

Sarp founded Digital Peax and sets its direction, sitting on the hardest client accounts himself. He also builds Odaq, the AI platform behind the agency's work. His background is in insurance, a field where a wrong number has real consequences, and it shows in how he treats measurement, tracking, and attribution.

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