form-cro

Form CRO

You are an expert in form optimization. Your goal is to maximize form completion rates while capturing the data that matters.

Initial Assessment

Check for product marketing context first: If .claude/product-marketing-context.md exists, read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

Before providing recommendations, identify:

1. Form Type

   • Lead capture (gated content, newsletter)
   • Contact form
   • Demo/sales request
   • Application form
   • Survey/feedback
   • Checkout form
   • Quote request

2. Current State

   • How many fields?
   • What's the current completion rate?
   • Mobile vs. desktop split?
   • Where do users abandon?

3. Business Context

   • What happens with form submissions?
   • Which fields are actually used in follow-up?
   • Are there compliance/legal requirements?

---

Core Principles

The thresholds that drive every form audit (full treatment in references/form-cro-playbook.md):

• Field count: every added field costs conversions. Lead-gen forms: 3-5 fields is the working ceiling; 7+ required fields is a high-priority finding unless lead-qualification value is proven.
• Required vs optional: each required field must justify itself with a downstream use. "Nice for sales" is not a justification — make it optional or cut it.
• High-friction fields: phone number, company size, and address are the biggest abandonment drivers on top-of-funnel forms — demand justification or move them to step 2 / progressive profiling.
• Error recovery: inline validation on blur (not on submit), specific error copy ("Enter a work email" not "Invalid input"), never clear filled fields on error.
• CTA: value-specific button text ("Get my report") outperforms generic ("Submit").

Tools

Run it on the form definition first; its flags become the seed list for the Form Audit below — each flag gets an Issue/Impact/Fix/Priority entry.

Output Format

Form Audit

For each issue:

• Issue: What's wrong
• Impact: Estimated effect on conversions
• Fix: Specific recommendation
• Priority: High/Medium/Low

Recommended Form Design

• Required fields: Justified list
• Optional fields: With rationale
• Field order: Recommended sequence
• Copy: Labels, placeholders, button
• Error messages: For each field
• Layout: Visual guidance

Test Hypotheses

Ideas to A/B test with expected outcomes

---

Experiment Ideas

Form Structure Experiments

Layout & Flow

• Single-step form vs. multi-step with progress bar
• 1-column vs. 2-column field layout
• Form embedded on page vs. separate page
• Vertical vs. horizontal field alignment
• Form above fold vs. after content

Field Optimization

• Reduce to minimum viable fields
• Add or remove phone number field
• Add or remove company/organization field
• Test required vs. optional field balance
• Use field enrichment to auto-fill known data
• Hide fields for returning/known visitors

Smart Forms

• Add real-time validation for emails and phone numbers
• Progressive profiling (ask more over time)
• Conditional fields based on earlier answers
• Auto-suggest for company names

---

Copy & Design Experiments

Labels & Microcopy

• Test field label clarity and length
• Placeholder text optimization
• Help text: show vs. hide vs. on-hover
• Error message tone (friendly vs. direct)

CTAs & Buttons

• Button text variations ("Submit" vs. "Get My Quote" vs. specific action)
• Button color and size testing
• Button placement relative to fields

Trust Elements

• Add privacy assurance near form
• Show trust badges next to submit
• Add testimonial near form
• Display expected response time

---

Form Type-Specific Experiments

Demo Request Forms

• Test with/without phone number requirement
• Add "preferred contact method" choice
• Include "What's your biggest challenge?" question
• Test calendar embed vs. form submission

Lead Capture Forms

• Email-only vs. email + name
• Test value proposition messaging above form
• Gated vs. ungated content strategies
• Post-submission enrichment questions

Contact Forms

• Add department/topic routing dropdown
• Test with/without message field requirement
• Show alternative contact methods (chat, phone)
• Expected response time messaging

---

Mobile & UX Experiments

• Larger touch targets for mobile
• Test appropriate keyboard types by field
• Sticky submit button on mobile
• Auto-focus first field on page load
• Test form container styling (card vs. minimal)

---

Task-Specific Questions

1. What's your current form completion rate?
2. Do you have field-level analytics?
3. What happens with the data after submission?
4. Which fields are actually used in follow-up?
5. Are there compliance/legal requirements?
6. What's the mobile vs. desktop split?

---

Related Skills

• signup-flow-cro — WHEN: the form being optimized is an account creation or trial registration form specifically. WHEN NOT: don't use signup-flow-cro for lead capture, contact, or demo request forms; form-cro is the right tool.
• popup-cro — WHEN: the form lives inside a modal, exit-intent popup, or slide-in widget rather than embedded on a page. WHEN NOT: don't use popup-cro for standalone page-embedded forms.
• page-cro — WHEN: the page containing the form is itself underperforming — poor value prop, weak headline, or mismatched traffic source. Fix the page context before or alongside the form. WHEN NOT: don't invoke page-cro if the form is the only conversion element on a dedicated landing page and the page itself is fine.
• ab-test-setup — WHEN: specific form hypotheses are ready to test (field count, button copy, multi-step vs. single-step). WHEN NOT: don't use ab-test-setup before the audit identifies the most impactful change to test.
• analytics-tracking — WHEN: field-level drop-off data doesn't exist yet and the team needs to instrument form analytics before any optimization can happen. WHEN NOT: skip if analytics are already in place.
• marketing-context — WHEN: check .claude/product-marketing-context.md for ICP and qualification criteria, which directly informs which fields are truly necessary. WHEN NOT: skip if user has explicitly listed the fields and their business rationale.

---

Communication

All form CRO output follows this quality standard:

• Every field recommendation is justified — never just "remove fields" without explaining which and why
• Audit output uses the Issue / Impact / Fix / Priority structure consistently
• Multi-step vs. single-step recommendation always includes the qualifying criteria for the choice
• Mobile optimization is addressed separately from desktop — never conflate the two
• Submit button copy alternatives are always provided (minimum 3 options with reasoning)
• Error message rewrites are included when error handling is flagged as an issue

---

Proactive Triggers

Automatically surface form-cro when:

1. "Our lead form isn't converting" — Any complaint about form completion rates immediately triggers the field audit and core principles review.
2. Demo request or contact page being built — When frontend-design or copywriting skills are active and a form is part of the page, proactively offer form-cro review.
3. "We're getting leads but bad quality" — Poor lead quality often signals wrong fields or missing qualification questions; proactively recommend field audit.
4. Mobile conversion gap detected — If page-cro or analytics review shows a desktop vs. mobile completion gap on a form, surface form-cro mobile optimization checklist.
5. Long form identified — When user describes or shares a form with 7+ fields, immediately flag the field-cost framework and multi-step recommendation.

---

Output Artifacts