The CRO retainer template for agencies turning a 1% conversion lift into $1M+ revenue impact.
CRO is the channel where math beats opinion. This template scopes the work in research → hypothesis → test → iterate cycles, with pricing tied to test velocity and analyst depth. Designed for sites with 50K+ monthly visitors where statistical significance is achievable.
Setup fee + monthly retainer. Round numbers. Each tier includes everything below it plus specific upgrades. The middle tier is recommended — most clients pick it.
Sites with 50K+ monthly visitors ready for data-driven optimization
Funded SaaS and DTC brands with stable traffic looking for double-digit lift
Enterprise sites where a 1% conversion lift = $1M+ revenue impact
Cover, Executive Summary, Understanding Your Business, Proposed CRO Services, Our CRO Process (Research → Hypothesis → Test → Iterate), Timeline, Investment (3 tiers), Why Us, Case Study, Next Steps. Tiers scale by test velocity + research depth.
Foundation: $3,000/mo + $5,000 setup, 1 test/month + heatmap setup. Growth: $7,500/mo + $10,000 setup, 2-3 tests/mo + user research + personalization. Scale: $18,000/mo + $25,000 setup, 5+ tests/mo + dedicated team + ML-driven targeting. Below 50K monthly visitors, results aren't statistically significant — turn those leads down or position as a redesign engagement instead.
1) Promising % lift in the contract — you can't predict experiment outcomes. Frame around test velocity + insights. 2) No traffic threshold — running CRO on 5K visitors is theatre. 3) Treating CRO as design-only (it's research-led). 4) Missing experimentation infrastructure setup (event tracking, hypothesis backlog, write-up cadence).
SaaS or DTC site with 50K+ monthly visitors, stable traffic, and clear conversion goals (signup, purchase, demo). Buyer is sophisticated — they'll ask about statistical significance, MDE calculations, and segmentation. Don't pitch this to anyone who hasn't run an A/B test before.
Adjust test velocity per tier. Add server-side testing scope. Swap experimentation platform (Optimizely, LaunchDarkly, VWO). AI rewrites in your voice. Trackable share link with experiment cadence calendar.
14-day free trial. No credit card. AI rewrites in your agency's voice.