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Build an optimization roadmap

Build an optimization roadmap

Turn optimization ideas into a prioritized plan.

Build an optimization roadmap

Turn optimization ideas into a prioritized plan.

Why you need an optimization roadmap

Once you start looking for optimization opportunities, you’ll probably find more ideas than you can run at once. A roadmap helps you decide:

  • What should we work on first?
  • What can wait?
  • Why is one opportunity more important than another?

It can live in a spreadsheet, project board, or shared doc. What matters is having one place where your team can compare ideas and keep priorities current.

Rank by impact, effort, and evidence

Start by weighing two things:

Impact

How much could this opportunity affect an outcome that matters?

Effort

How much work will it take to design, build, QA, launch, and maintain?


Then use evidence to pressure-test your judgment. Look for signals like:

  • Traffic to the page
  • How visible the change will be
  • Whether it affects a key conversion step
  • Current conversion or engagement performance
  • How closely it connects to a site goal or company KPI

You don’t need a perfect scoring system. The goal is to give your highest-priority ideas a clear reason to be there.

What to include in a roadmap entry

A good roadmap entry should capture enough context for someone to understand the idea, why it matters, and what to do next.

Example

Here’s what that could look like for the homepage CTA opportunity example we looked at earlier:

Opportunity

Mobile visitors aren’t engaging with the homepage CTA

Hypothesis

If we move the primary CTA above the fold, then more mobile visitors will start a trial, because more visitors will see and click the CTA before they stop scrolling.

Goal

  • Target goal: Trial starts
  • Supporting signal: CTA clicks

Impact + effort

  • Impact: High
  • Effort: Low

Evidence

  • High homepage traffic
  • Low mobile CTA engagement
  • Key conversion step
  • Above-the-fold change

Status

Up next

Once an idea is in your roadmap, it becomes part of a living plan. As new evidence comes in and priorities shift, revisit the entry so the roadmap stays useful and current.

Keep it current

Your roadmap should change as you learn.

Add new opportunities, update the evidence behind existing ideas, and reorder priorities when the data changes.

A roadmap isn’t a fixed backlog. It’s a working view of what seems most valuable to explore next.

Ready to continue?

Next, you’ll explore common things you can test and personalize.

1

Intro

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1

Welcome & overview
2:00
Welcome & overview
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1

Intro to Optimize
2:00
Intro to Optimize
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1

Optimization types
6:22
Optimization types
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2

Setup & configuration

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2

Tracking & consent
2:30
Tracking & consent
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2

Connect your data
3:00
Connect your data
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2

Set up goals
4:00
Set up goals
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2

Set up audiences
4:30
Set up audiences
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3

Deciding what to optimize

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3

Finding high-impact opportunities
3:00
Finding high-impact opportunities
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3

Build an optimization roadmap
2:00
Build an optimization roadmap
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3

Common things to test and personalize
3:00
Common things to test and personalize
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4

Building and launching optimizations

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4

Traditional tests
3:30
Traditional tests
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4

Manual personalizations
3:30
Manual personalizations
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4

AI Optimize for tests and personalization
3:30
AI Optimize for tests and personalization
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5

Reviewing results and monitoring performance

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5

Traditional test reports
5:00
Traditional test reports
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5

Manual personalization reports
4:30
Manual personalization reports
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5

AI Optimize reports
4:30
AI Optimize reports
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5

Monitoring site performance
3:30
Monitoring site performance
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6

Wrap up

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6

Optimization best practices
4:30
Optimization best practices
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6

Next steps & additional resources
2:00
Next steps & additional resources
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Assessment

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Common things to test and personalize

A starting menu of proven, high-value optimizations.
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