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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

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

1. Every Field Has a Cost

Each field reduces completion rate. Rule of thumb:

• 3 fields: Baseline
• 4-6 fields: 10-25% reduction
• 7+ fields: 25-50%+ reduction

For each field, ask:

• Is this absolutely necessary before we can help them?
• Can we get this information another way?
• Can we ask this later?

2. Value Must Exceed Effort

• Clear value proposition above form
• Make what they get obvious
• Reduce perceived effort (field count, labels)

3. Reduce Cognitive Load

• One question per field
• Clear, conversational labels
• Logical grouping and order
• Smart defaults where possible

Field-by-Field Optimization

Email Field

• Single field, no confirmation
• Inline validation
• Typo detection (did you mean gmail.com?)
• Proper mobile keyboard

Name Fields

• Single "Name" vs. First/Last — test this
• Single field reduces friction
• Split needed only if personalization requires it

Phone Number

• Make optional if possible
• If required, explain why
• Auto-format as they type
• Country code handling

Company/Organization

• Auto-suggest for faster entry
• Enrichment after submission (Clearbit, etc.)
• Consider inferring from email domain

Job Title/Role

• Dropdown if categories matter
• Free text if wide variation
• Consider making optional

Message/Comments (Free Text)

• Make optional
• Reasonable character guidance
• Expand on focus

Dropdown Selects

• "Select one..." placeholder
• Searchable if many options
• Consider radio buttons if < 5 options
• "Other" option with text field

Checkboxes (Multi-select)

• Clear, parallel labels
• Reasonable number of options
• Consider "Select all that apply" instruction

Multi-Step Forms

When to Use Multi-Step

• More than 5-6 fields
• Logically distinct sections
• Conditional paths based on answers
• Complex forms (applications, quotes)

Multi-Step Best Practices

• Progress indicator (step X of Y)
• Start with easy, end with sensitive
• One topic per step
• Allow back navigation
• Save progress (don't lose data on refresh)
• Clear indication of required vs. optional

Progressive Commitment Pattern

1. Low-friction start (just email)
2. More detail (name, company)
3. Qualifying questions
4. Contact preferences

Error Handling

Inline Validation

• Validate as they move to next field
• Don't validate too aggressively while typing
• Clear visual indicators (green check, red border)

Error Messages

• Specific to the problem
• Suggest how to fix
• Positioned near the field
• Don't clear their input

Good: "Please enter a valid email address (e.g., name@company.com)" Bad: "Invalid input"

On Submit

• Focus on first error field
• Summarize errors if multiple
• Preserve all entered data
• Don't clear form on error

Submit Button Optimization

Button Copy

Weak: "Submit" | "Send" Strong: "[Action] + [What they get]"

Examples:

• "Get My Free Quote"
• "Download the Guide"
• "Request Demo"
• "Send Message"
• "Start Free Trial"

Button Placement

• Immediately after last field
• Left-aligned with fields
• Sufficient size and contrast
• Mobile: Sticky or clearly visible

Post-Submit States

• Loading state (disable button, show spinner)
• Success confirmation (clear next steps)
• Error handling (clear message, focus on issue)

Trust and Friction Reduction

Near the Form

• Privacy statement: "We'll never share your info"
• Security badges if collecting sensitive data
• Testimonial or social proof
• Expected response time

Reducing Perceived Effort

• "Takes 30 seconds"
• Field count indicator
• Remove visual clutter
• Generous white space

Addressing Objections

• "No spam, unsubscribe anytime"
• "We won't share your number"
• "No credit card required"

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

Related Skills

• signup-flow-cro : For account creation forms
• lp-optimizer : For the page containing the form
• ab-test-setup : For testing form changes

Weekly Installs

59

Repository

kimny1143/claud…template

First Seen

Jan 24, 2026

Security Audits

Gen Agent Trust HubPassSocketPassSnykPass

Installed on

claude-code54

gemini-cli24

opencode23

codex23

antigravity22

github-copilot22