Overview

When your sale closes off the website—by phone, WhatsApp, email, or in person—traditional on‑site CRO misses the moment that matters. Off‑Platform CRO aligns your pages, CTAs, and tracking to drive high‑intent hand‑offs into external channels and measure what happens next.

Value in one line: More qualified calls, chats, and bookings—with clear attribution to what actually drove them.

Why It Matters

Most teams optimize for button clicks that don’t equal revenue. If purchase happens elsewhere, you need proxy conversions that predict it. Without this, you’ll see: unclear performance, wasted ad spend, and pages that look busy but don’t move people to act. Off‑Platform CRO focuses on the bridge between browsing and real‑world action—so marketing and sales meet in the same place.

What You’ll Get

• Proxy Conversion Map – A ranked list of high‑intent actions (e.g., click‑to‑call, WhatsApp chat, consult form) with rationale and measurement plan.
• Bridge CTA System – Copy, design, and placement patterns for 2–4 primary channels (phone, WhatsApp, email, RSVP). Includes microcopy for trust and urgency.
• Tracking & Attribution Setup – Event instrumentation (GA4/GTM), call tracking numbers, messaging/chat event hooks, UTM/source schema, and offline conversion import plan.
• Channel‑Specific Entry Links – Distinct phone numbers, chat links/QRs, and prefilled messages to preserve source data across platforms.
• Analytics & Reporting Pack – Dashboards for proxy volume, quality indicators (e.g., call duration), and channel ROI.
• Experiment Playbook – A prioritized backlog of A/B tests for copy, placement, incentives, and option menus.
• Implementation Support – Developer‑ready specs, QA checklist, and handover notes to internal teams or partners.

How It Works

1. Discovery (2–3 days) – Stakeholder workshop to map the real buying path, channel prefs, and constraints. Access setup for analytics/CRM/ad accounts.
2. Proxy Definition & Prioritization (2–3 days) – Score actions by intent and trackability; confirm measurement methods and success thresholds.
3. Bridge CTA Design (3–5 days) – Draft multi‑option CTA patterns with trust microcopy, incentives, and mobile‑first variants; review and select.
4. Implementation & QA (3–7 days) – Configure events in GA4/GTM, provision call tracking, set up unique chat entry points, add sticky/mobile placements, run cross‑device QA.
5. Measurement & Learn (ongoing, 2 weeks post‑launch) – Validate data quality, monitor early signals, and run a first round of experiments.

Collaboration rhythm: two working sessions (kickoff + review), async design/analytics reviews in between, and weekly check‑ins during launch. What we need from you: decision‑makers in the room, access to analytics/CRM/ad accounts, approved phone numbers/chat IDs, and any incentives you’re willing to offer.