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CRO audit: a 6-step conversion audit with checklist

How to run a conversion rate optimization audit: verify tracking, map paths, size each leak in money, diagnose, separate fixes from tests and prioritize. Checklist and B2B example.

Chloe Morgan Published Nov 6, 2026 6 min read Growth & Marketing
CRO audit: a 6-step conversion audit with checklistSample data

A CRO audit reviews how well a website turns visitors into customers and why it loses the rest, with every finding tied to a conversion goal and a value. This guide gives a checklist, six steps that start with verifying tracking, and a B2B demo funnel where fixing a Safari form bug and an unnecessary required field lifted form completion from 15% to 22%.

What you will learn

  • Verify conversion tracking before analysis
  • Audit conversion paths, not single pages
  • Size every leak in money terms
  • Ship fixes; test hypotheses
  • Prioritize with impact, confidence and ease

What is a CRO audit?

A conversion rate optimization (CRO) audit is a structured review of how well a website turns visitors into customers, and why it loses the rest. It checks the conversion data itself, the paths visitors take to convert, the pages and forms on those paths, and the technical problems that block them, then produces a ranked list of changes to test or fix.

It differs from a UX audit in focus: a UX audit looks at usability across tasks, a CRO audit follows the money. Every finding is tied to a conversion goal and an estimate of what it is worth.

When you need a CRO audit

  • Conversion rate fell and the cause is not obvious.
  • Traffic grew but sign-ups or sales did not.
  • A redesign, new checkout or pricing change shipped recently.
  • You are about to increase ad spend and want to stop the leaks first.
  • You have never checked whether conversion tracking is accurate.

The CRO audit checklist

AreaWhat to checkRed flags
TrackingGoals fire once, revenue matches backend, bots and internal traffic excludedConversions above backend count; sudden drops after releases
FunnelStep-by-step drop-off from landing page to conversion, by device and channelOne step losing most users; mobile far below desktop
Landing pagesMessage matches the ad or query; clear value and next step above the foldHigh bounce on paid landing pages; headline unrelated to the ad
FormsNumber of fields, error rate per field, autofill supportFields with high abandonment; validation errors on common inputs
Pricing and offerPrices, plans, delivery cost and guarantees visible before the decisionSurprise costs late in checkout
TrustReviews, security, returns and contact options near the CTANo contact or support option on high-intent pages
Speed and errorsCore Web Vitals and JavaScript errors on conversion pagesLCP above 2.5 s on mobile; errors on form submit
Support signalsChat and ticket questions from conversion pagesRepeated "how much / when / does it work with" questions
Item typeWhat to do
FixBugs, broken fields, missing info: ship directly and verify
HypothesisCopy, layout, offer changes: A/B test or measure carefully
InvestigateUnclear cause: more replays, support review, interviews

Fixes usually deliver the fastest gains.

How to run a CRO audit in six steps

1. Verify tracking

Compare one week of goal conversions and revenue in analytics with your backend. Fix gaps before analyzing anything else.

2. Map the conversion paths

List the main entry pages and the steps to each conversion. Build a funnel for each path and split it by device, channel and new vs returning visitors.

3. Size each leak

For every step, estimate value lost = users who drop × the conversion rate after that step × value per conversion. This turns percentages into money and ranks the audit.

4. Diagnose the biggest leaks

Use heatmaps, scroll depth, form analytics, session replays of abandoners and support conversations from those pages. Write the likely cause for each leak.

5. Write hypotheses and fixes

Separate fixes (bugs, broken fields, missing information: ship them) from hypotheses (copy, layout, offer: test them). Each item gets an owner and an expected impact.

6. Prioritize and plan

Score items with a simple model such as ICE (impact, confidence, ease) and plan the first month: fixes first, then the highest-scoring tests.

Worked example: a B2B demo request funnel

A B2B site (sample data) gets 30,000 sessions a month and 210 demo requests (0.7%). Each request is worth about €400 in pipeline value.

StepSessionsDrop-offMain finding
Landing pages30,00068% leave without a second pagePaid search ads promise "pricing", page has none
Product / pricing pages9,60085% do not reach the formPricing hidden behind "contact us"
Demo form1,44085% do not submit11 fields; "phone" required; 14% submit errors on Safari
Demo requested210——

Fixes first: Safari submit bug and making phone optional. Then tests: adding price ranges to the pricing page, and landing pages that match ad copy. After the fixes alone, form completion went from 15% to 22% (about 100 more requests a month, roughly €40,000 in pipeline).

app.tapcub.com

Demo request funnel · monthly

Sessions

Landing pages

30,000

Product / pricing

9,600

Demo form

1,440

Demo requested

210

11 fields, required phone, Safari submit errors. Sample data.
Sample data

Common mistakes

  • Skipping the tracking check. Many "conversion drops" are tracking changes.
  • Auditing pages instead of paths. Visitors convert across several pages.
  • Treating every finding as a test. Bugs and missing information should simply be fixed.
  • Ignoring segments. Average conversion hides device and channel problems.
  • No estimate of value. Without it, the loudest opinion sets priorities.

Running a CRO audit with TapCub

  • Tracking check: goals, realtime view and bot filtering; compare with your backend.
  • Funnels: build a funnel per conversion path and split it by device and channel; read funnel drop-off.
  • Pages: entry and exit pages, bounce and time on page in Web analytics › Pages.
  • Diagnosis: click and scroll heatmaps, form analytics, rage clicks, JavaScript errors and session replay (off by default).
  • Support signals: chat conversations show which page visitors were on, and chat vs no-chat conversion is reported.
  • Speed: real-user Core Web Vitals per page.

TapCub does not run A/B tests. Related: conversion rate optimization, what is a good conversion rate, UX audit.

FAQ

What is the difference between a CRO audit and a UX audit? A UX audit reviews usability across tasks. A CRO audit focuses on conversion goals, sizes each leak in money terms and produces fixes and tests ranked by value.

How long does a CRO audit take? For a typical site with two or three conversion paths, one to two weeks including data checks, analysis and the report.

What should a CRO audit deliver? Verified tracking, funnels per path with drop-off, a list of fixes and hypotheses with evidence, estimated value, and a prioritized plan.

How often should I do a CRO audit? Once or twice a year, and after major redesigns, pricing changes or a sudden drop in conversion.

Sources

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Chloe Morgan

Growth Strategist

Explores acquisition channels, activation, and conversion experiments, turning data insights into actionable growth hypotheses and evaluation methods.

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