form-cro

name	form-cro
version	1.0.0
brand	AgentKits Marketing by AityTech
category	cro
difficulty	intermediate
description	When the user wants to optimize any form that is NOT signup/registration — including lead capture forms, contact forms, demo request forms, application forms, survey forms, or checkout forms. Also use when the user mentions "form optimization," "lead form conversions," "form friction," "form fields," "form completion rate," or "contact form." For signup/registration forms, see signup-flow-cro. For popups containing forms, see popup-cro.
triggers	["form optimization","lead form","contact form","demo request","form fields","form completion rate","form friction","form conversions"]
prerequisites	["page-cro"]
related_skills	["page-cro","signup-flow-cro","popup-cro"]
agents	["conversion-optimizer"]
mcp_integrations	{"optional":["google-analytics","hubspot"]}
success_metrics	["form_completion_rate","field_drop_off"]
output_schema	cro-analysis

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?

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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

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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