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The	
  Conversion	
  Maturity	
  Model	
  
A	
  Roadmap	
  to	
  Profitability	
  	
  
Tim	
  Ash	
  
CEO	
  
SiteTuners	
  
@>m_ash	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
About	
  SiteTuners	
  
•  San Diego based conversion rate optimization agency
•  Large and small company clients worldwide
Practice areas:
–  Conversion-focused website blueprints (full redesigns & quick facelifts)
–  Landing page test plans & testing strategy development
–  Conversion management, team mentoring & training
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
M O R E T H A N
s i n c e 2 0 0 2
1200CLIENTS
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash
The	
  Conversion	
  Maturity	
  Model	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
The	
  Four	
  Dimensions	
  
Who	
  -­‐	
  People	
  &	
  Structure	
  
How	
  –	
  Tools	
  &	
  Technology	
  
What	
  –	
  Measurement	
  &	
  Accountability	
  
Why	
  –	
  Process	
  &	
  Culture	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
The	
  Four	
  Stages	
  
IV	
  –	
  Advanced	
  III	
  -­‐	
  Intermediate	
  II	
  -­‐	
  Basic	
  I	
  -­‐	
  Unop$mized	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash
Who	
  –	
  People	
  &	
  Structure	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
GeRng	
  a	
  seat	
  at	
  the	
  grown-­‐up	
  table	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
	
  	
  	
  	
  	
  	
  	
  	
  Unop$mized	
  
•  There	
  are	
  no	
  full-­‐$me	
  formal	
  posi$ons	
  devoted	
  to	
  CRO	
  
•  Employees	
  have	
  no	
  training	
  of	
  any	
  kind	
  in	
  CRO	
  
•  CRO	
  is	
  not	
  on	
  the	
  organiza>onal	
  chart	
  
•  Marke>ng	
  focus	
  is	
  on	
  traffic	
  acquisi$on	
  volumes	
  
•  Most	
  website	
  changes	
  need	
  assistance	
  &	
  approval	
  from	
  IT	
  
Who	
  -­‐	
  People	
  &	
  Structure	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
	
  	
  	
  	
  	
  	
  	
  	
  Basic	
  
•  Some	
  full-­‐$me	
  non-­‐management	
  posi$ons	
  are	
  devoted	
  to	
  CRO	
  within	
  certain	
  departments	
  
•  A	
  few	
  addi>onal	
  employees	
  have	
  some	
  informal	
  training	
  in	
  CRO	
  
•  Marke>ng	
  focus	
  is	
  on	
  profitable	
  traffic	
  acquisi$on	
  
•  Basic	
  website	
  content	
  changes	
  can	
  be	
  made	
  without	
  IT	
  involvement	
  
•  Some	
  landing	
  pages	
  and	
  microsites	
  are	
  under	
  control	
  of	
  online	
  marke$ng	
  
•  Main	
  site	
  design,	
  messaging,	
  and	
  structure	
  are	
  s>ll	
  largely	
  under	
  control	
  of	
  brand/marke>ng	
  
(with	
  support	
  from	
  IT)	
  
Who	
  -­‐	
  People	
  &	
  Structure	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
	
  	
  	
  	
  	
  	
  	
  	
  Intermediate	
  
•  There	
  is	
  a	
  formal	
  CRO	
  team	
  with	
  full-­‐$me	
  posi$ons	
  and	
  a	
  manager	
  within	
  a	
  specific	
  
department	
  (not	
  strategic)	
  
•  CRO	
  team	
  members	
  have	
  periodic	
  formal	
  training	
  in	
  CRO	
  and	
  are	
  given	
  the	
  opportunity	
  to	
  
get	
  addi>onal	
  informal	
  training	
  
•  CRO	
  team	
  periodically	
  conducts	
  informal	
  training	
  for	
  a	
  wider	
  internal	
  audience	
  
•  Marke>ng	
  focus	
  is	
  on	
  profitable	
  traffic	
  acquisi$on	
  and	
  conversion	
  
•  Website	
  content	
  and	
  many	
  structural	
  (page-­‐flow	
  and	
  func>onality)	
  changes	
  can	
  be	
  made	
  
without	
  IT	
  involvement	
  
•  All	
  landing	
  pages	
  and	
  microsites	
  are	
  under	
  control	
  of	
  online	
  marke>ng	
  
•  Some	
  parts	
  of	
  the	
  main	
  website	
  are	
  under	
  the	
  control	
  of	
  online	
  marke>ng	
  	
  
Who	
  -­‐	
  People	
  &	
  Structure	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
	
  	
  	
  	
  	
  	
  	
  	
  Advanced	
  
•  There	
  is	
  a	
  formal	
  stand-­‐alone	
  CRO	
  team	
  with	
  full-­‐>me	
  posi>ons	
  and	
  a	
  manager	
  which	
  
reports	
  to	
  the	
  CMO	
  (or	
  higher)	
  	
  
•  CRO	
  team	
  sets	
  strategic	
  priori$es	
  company-­‐wide	
  via	
  a	
  formal	
  intake	
  process	
  
•  CRO	
  team	
  members	
  have	
  regular	
  formal	
  training	
  in	
  CRO	
  	
  
•  CRO	
  team	
  regularly	
  conducts	
  informal	
  training	
  for	
  a	
  wider	
  internal	
  audience	
  
•  Marke>ng	
  focus	
  is	
  on	
  increasing	
  profits	
  over	
  the	
  life$me	
  of	
  the	
  customer	
  
•  Almost	
  all	
  website	
  content	
  and	
  structural	
  changes	
  can	
  be	
  made	
  without	
  IT	
  involvement	
  
•  All	
  landing	
  pages	
  and	
  microsites	
  are	
  under	
  control	
  of	
  online	
  marke>ng	
  
•  Most	
  parts	
  of	
  the	
  main	
  website	
  are	
  under	
  the	
  control	
  of	
  online	
  marke>ng	
  	
  
Who	
  -­‐	
  People	
  &	
  Structure	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash
How	
  –	
  Tools	
  &	
  Technology	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
Having	
  the	
  right	
  tools	
  to	
  go	
  faster	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  Websites	
  are	
  mostly	
  sta$c	
  content	
  	
  
•  Proprietary	
  content	
  management	
  systems	
  (CMS)	
  are	
  difficult	
  to	
  maintain	
  
•  Different	
  technology	
  plaYorms	
  exist	
  across	
  divisions	
  
•  Few	
  qualita$ve	
  or	
  quan$ta$ve	
  diagnos$c	
  tools	
  are	
  used	
  anywhere	
  to	
  uncover	
  conversion	
  
issues	
  
•  When	
  diagnos>c	
  tools	
  are	
  available,	
  they	
  are	
  not	
  applied	
  consistently	
  
How	
  –	
  Tools	
  &	
  Technology	
  
	
  	
  	
  	
  	
  	
  	
  	
  Unop$mized	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  Websites	
  are	
  mostly	
  in	
  commercial	
  content	
  management	
  systems	
  
•  More	
  standardized	
  technology	
  plaYorms	
  across	
  divisions	
  
•  No	
  qualita>ve	
  or	
  quan>ta>ve	
  diagnos>c	
  tools	
  are	
  used	
  company-­‐wide	
  
•  Split	
  tes$ng	
  tools	
  are	
  used	
  opportunis$cally	
  by	
  small	
  teams	
  
•  Very	
  basic	
  segmenta>on	
  and	
  analysis	
  is	
  done	
  on	
  test	
  results	
  
•  No	
  easy	
  way	
  to	
  update	
  web	
  content	
  with	
  test	
  winning	
  content	
  
•  Websites	
  changes	
  are	
  frequently	
  made	
  without	
  measuring	
  their	
  impact	
  
•  Website	
  redesigns	
  are	
  led	
  by	
  branding	
  and	
  marke$ng	
  (without	
  a	
  deep	
  diagnos>c	
  phase	
  
focused	
  on	
  visitor	
  needs)	
  
How	
  –	
  Tools	
  &	
  Technology	
  
	
  	
  	
  	
  	
  	
  	
  	
  Basic	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  All	
  websites	
  are	
  in	
  commercial	
  content	
  management	
  systems	
  
•  Technology	
  plaYorms	
  are	
  standardized	
  across	
  divisions	
  
•  Some	
  qualita>ve	
  and	
  quan>ta>ve	
  diagnos>c	
  tools	
  are	
  used	
  company-­‐wide	
  
•  Split	
  and	
  mul>variate	
  tes$ng	
  tools	
  are	
  used	
  rou$nely	
  by	
  small	
  teams	
  
•  Some	
  split	
  tests	
  are	
  segmented	
  by	
  traffic	
  source	
  or	
  other	
  single	
  parameters	
  
•  Marke$ng	
  automa$on	
  systems	
  and	
  CRM	
  systems	
  are	
  in	
  place	
  but	
  are	
  not	
  integrated	
  into	
  
the	
  tes>ng	
  
•  Some	
  longer-­‐term	
  prospect	
  and	
  client	
  behaviors	
  (e.g.	
  trial	
  comple>on,	
  re-­‐subscrip>on	
  rates,	
  
client	
  surveys	
  and	
  research	
  studies,	
  and	
  life>me	
  value	
  es>mates)	
  are	
  provided	
  to	
  CRO	
  team	
  
upon	
  request	
  by	
  other	
  departments	
  
How	
  –	
  Tools	
  &	
  Technology	
  
	
  	
  	
  	
  	
  	
  	
  	
  Intermediate	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  All	
  websites	
  are	
  in	
  commercial	
  content	
  management	
  systems	
  and	
  integrated	
  with	
  CRM,	
  
marke$ng	
  automa$ng,	
  and	
  traffic	
  acquisi$on	
  
•  Technology	
  plaYorms	
  are	
  standardized	
  across	
  divisions	
  
•  Wide	
  variety	
  of	
  qualita>ve	
  and	
  quan>ta>ve	
  diagnos$c	
  tools	
  are	
  used	
  company-­‐wide	
  
•  Split	
  and	
  mul>variate	
  tes$ng	
  tools	
  are	
  used	
  rou$nely	
  companywide	
  
•  Real-­‐$me	
  content	
  changes	
  are	
  made	
  on	
  an	
  individual	
  visitor	
  basis	
  using	
  predic>ve	
  analy>cs,	
  
behavioral	
  targe>ng,	
  and	
  lead	
  scoring	
  	
  
•  Winning	
  versions	
  of	
  tests	
  are	
  automa$cally	
  deployed	
  (and	
  back-­‐tested	
  on	
  a	
  con>nual	
  basis	
  
to	
  ensure	
  sustainable	
  improvements)	
  
•  All	
  web-­‐facing	
  experiences	
  are	
  easily	
  reconfigurable	
  and	
  can	
  be	
  rapidly	
  tested	
  
How	
  –	
  Tools	
  &	
  Technology	
  
	
  	
  	
  	
  	
  	
  	
  	
  Advanced	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash
What	
  –	
  Measurement	
  &	
  Accountability	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
Tracking	
  the	
  right	
  metrics	
  &	
  reac$ng	
  quickly	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  Repor>ng	
  of	
  key	
  metrics	
  involves	
  manual	
  work	
  and	
  is	
  infrequent	
  
•  Web	
  analy>cs	
  does	
  not	
  cover	
  all	
  web	
  proper>es	
  &	
  campaigns	
  
•  Campaign-­‐level	
  or	
  more	
  granular	
  ROI	
  is	
  not	
  tracked	
  or	
  measured	
  
•  Marke$ng	
  budgets	
  are	
  fixed	
  (regardless	
  of	
  outcomes	
  or	
  profitability)	
  
•  There	
  is	
  no	
  culture	
  of	
  measurement	
  within	
  the	
  company	
  
•  Marke>ng	
  decisions	
  are	
  frequently	
  overruled	
  by	
  execu$ves	
  without	
  a	
  quan>ta>ve	
  basis	
  
	
  	
  	
  	
  	
  	
  	
  	
  Unop$mized	
  
What	
  –	
  Measurement	
  &	
  Accountability	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  Repor>ng	
  of	
  key	
  metrics	
  is	
  done	
  via	
  near-­‐real-­‐$me	
  dashboards	
  
•  Web	
  analy>cs	
  covers	
  all	
  web	
  proper>es	
  &	
  campaigns	
  
•  Campaign-­‐level	
  or	
  more	
  granular	
  ROI	
  is	
  o]en	
  measured	
  
•  Marke$ng	
  budgets	
  are	
  fixed	
  at	
  regular	
  intervals	
  (based	
  on	
  past	
  ROI	
  of	
  similar	
  ac>vi>es)	
  
•  There	
  is	
  a	
  culture	
  of	
  measurement	
  within	
  web	
  analy$cs	
  and	
  traffic	
  acquisi>on	
  teams	
  
•  There	
  is	
  li_le	
  culture	
  of	
  measurement	
  in	
  the	
  branding,	
  crea>ve,	
  opera>ng	
  divisions,	
  or	
  offline	
  
marke>ng	
  teams	
  
	
  	
  	
  	
  	
  	
  	
  	
  Basic	
  
What	
  –	
  Measurement	
  &	
  Accountability	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  Repor>ng	
  of	
  key	
  metrics	
  is	
  done	
  via	
  near-­‐real-­‐>me	
  dashboards	
  
•  Automa$c	
  alerts	
  are	
  triggered	
  if	
  key	
  metrics	
  are	
  out	
  of	
  line	
  
•  Web	
  analy$cs	
  covers	
  all	
  web	
  proper$es	
  &	
  campaigns	
  and	
  is	
  combined	
  with	
  a	
  strong	
  
business	
  intelligence	
  team	
  that	
  all	
  departments	
  and	
  opera>ng	
  divisions	
  have	
  access	
  to	
  
•  Campaign-­‐level	
  and	
  more	
  granular	
  ROI	
  is	
  always	
  measured	
  
•  Marke>ng	
  budgets	
  are	
  flexible	
  and	
  may	
  be	
  periodically	
  repriori$zed	
  depending	
  on	
  the	
  
current	
  mix	
  and	
  profitability	
  of	
  acquisi>on	
  ac>vi>es	
  
•  There	
  is	
  a	
  culture	
  of	
  measurement	
  within	
  web	
  analy>cs	
  and	
  traffic	
  acquisi>on	
  teams	
  and	
  the	
  
opera>ng	
  divisions	
  
•  There	
  is	
  some	
  culture	
  of	
  measurement	
  in	
  the	
  branding	
  and	
  crea$ve	
  departments	
  (and	
  
changes	
  oaen	
  require	
  a	
  quan>ta>ve	
  proof)	
  
	
  	
  	
  	
  	
  	
  	
  	
  Intermediate	
  
What	
  –	
  Measurement	
  &	
  Accountability	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  Repor>ng	
  of	
  key	
  metrics	
  is	
  done	
  via	
  near-­‐real-­‐>me	
  dashboards	
  
•  Automa$c	
  alerts	
  and	
  correc$ve	
  ac$ons	
  are	
  automa>cally	
  triggered	
  if	
  key	
  metrics	
  are	
  out	
  of	
  
line	
  
•  There	
  is	
  an	
  understanding	
  and	
  a	
  tolerance	
  for	
  nega$ve	
  test	
  outcomes	
  
•  Web	
  analy>cs	
  team	
  main	
  focus	
  is	
  developing	
  predic>ve	
  analy>cs	
  models	
  and	
  deploying	
  them	
  
in	
  the	
  form	
  of	
  website	
  business	
  rules	
  and	
  triggers	
  to	
  change	
  the	
  site	
  experience	
  on	
  an	
  
individual	
  basis	
  
•  There	
  are	
  no	
  fixed	
  marke$ng	
  budgets	
  and	
  spending	
  is	
  quickly	
  repriori>zed	
  depending	
  on	
  the	
  
current	
  mix	
  and	
  profitability	
  of	
  acquisi>on	
  ac>vi>es	
  
•  There	
  is	
  a	
  culture	
  of	
  measurement	
  within	
  all	
  departments	
  and	
  opera>ng	
  divisions	
  of	
  the	
  
company	
  
	
  	
  	
  	
  	
  	
  	
  	
  Advanced	
  
What	
  –	
  Measurement	
  &	
  Accountability	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash
Why	
  –	
  Process	
  &	
  Culture	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
Who	
  controls	
  your	
  company’s	
  des$ny?	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  There	
  are	
  no	
  formal	
  processes	
  for	
  CRO	
  
•  Marke$ng	
  is	
  driven	
  by	
  branding	
  and	
  crea>ve	
  campaigns	
  
•  Financial	
  rewards	
  are	
  not	
  >ed	
  to	
  improvements	
  in	
  online	
  efficiencies	
  
•  There	
  is	
  no	
  execu$ve	
  management	
  awareness	
  of	
  CRO	
  
•  Posi>oning,	
  messaging,	
  product	
  offerings	
  are	
  largely	
  defined	
  by	
  brand/marke>ng	
  
•  Offline	
  and	
  broadcast	
  content	
  and	
  messaging	
  is	
  reused	
  without	
  changes	
  for	
  the	
  web	
  
	
  	
  	
  	
  	
  	
  	
  	
  Unop$mized	
  
Why	
  –	
  Process	
  &	
  Culture	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  There	
  are	
  formal	
  processes	
  for	
  tac$cal	
  split	
  tes$ng	
  
•  Marke>ng	
  is	
  driven	
  by	
  a	
  mix	
  of	
  crea>ve	
  campaigns	
  and	
  high-­‐impact	
  CRO	
  ac>vi>es	
  
•  Some	
  teams	
  or	
  opera>ng	
  divisions	
  have	
  compensa$on	
  $ed	
  par$ally	
  to	
  improvements	
  in	
  
online	
  efficiencies	
  
•  There	
  is	
  some	
  execu$ve	
  management	
  awareness	
  of	
  CRO,	
  but	
  not	
  much	
  ac>ve	
  support	
  
(championing	
  of	
  projects	
  or	
  ini>a>ves)	
  
•  There	
  are	
  turf	
  issues	
  between	
  accountability-­‐driven	
  teams	
  and	
  brand/marke>ng	
  
	
  	
  	
  	
  	
  	
  	
  	
  Basic	
  
Why	
  –	
  Process	
  &	
  Culture	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  There	
  are	
  formal	
  processes	
  for	
  tac$cal	
  split	
  tes$ng	
  and	
  implemen>ng	
  permanent	
  changes	
  
based	
  on	
  winning	
  test	
  versions	
  
•  Marke$ng	
  is	
  driven	
  mostly	
  by	
  high-­‐impact	
  CRO	
  ac$vi$es	
  
•  All	
  opera>ng	
  divisions	
  have	
  compensa>on	
  >ed	
  to	
  improvements	
  in	
  online	
  efficiencies	
  
•  There	
  is	
  broad	
  execu$ve	
  management	
  awareness	
  of	
  CRO,	
  and	
  some	
  ac>ve	
  support	
  for	
  
projects	
  or	
  ini>a>ves	
  that	
  are	
  on	
  a	
  long-­‐term	
  roadmap	
  created	
  by	
  execu>ve	
  management	
  
•  Web	
  visitor	
  behavior	
  and	
  the	
  results	
  of	
  CRO	
  ac>vi>es	
  are	
  informally	
  fed	
  back	
  to	
  marke>ng	
  to	
  
revise	
  value	
  proposi>ons	
  and	
  product	
  offerings	
  
	
  	
  	
  	
  	
  	
  	
  	
  Intermediate	
  
Why	
  –	
  Process	
  &	
  Culture	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
•  There	
  are	
  ongoing	
  and	
  largely	
  automated	
  processes	
  for	
  tac$cal	
  split	
  tes$ng	
  and	
  
implemen>ng	
  permanent	
  changes	
  based	
  on	
  winning	
  test	
  versions	
  
•  Marke>ng	
  is	
  driven	
  exclusively	
  by	
  high-­‐impact	
  CRO	
  ac$vi$es	
  which	
  are	
  priori>zed	
  via	
  a	
  
structured	
  submission	
  and	
  evalua>on	
  process	
  
•  All	
  opera$ng	
  divisions	
  have	
  compensa$on	
  $ed	
  to	
  improvements	
  in	
  online	
  efficiencies	
  
•  There	
  is	
  universal	
  execu>ve	
  management	
  awareness	
  of	
  CRO,	
  and	
  ac$ve	
  support	
  for	
  all	
  
projects	
  ini$ated	
  by	
  the	
  CRO	
  group	
  
•  There	
  is	
  solid	
  coopera$on	
  among	
  all	
  departments	
  
•  Web	
  visitor	
  behavior	
  and	
  the	
  results	
  of	
  CRO	
  ac>vi>es	
  are	
  ac/vely	
  and	
  systema/cally	
  fed	
  back	
  
to	
  marke>ng	
  to	
  create	
  new	
  value	
  proposi>ons	
  and	
  product	
  offerings	
  
	
  	
  	
  	
  	
  	
  	
  	
  Advanced	
  
Why	
  –	
  Process	
  &	
  Culture	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash
Final	
  Thoughts	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
Not	
  all	
  dimensions	
  will	
  be	
  at	
  the	
  same	
  stage	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
The	
  Keys	
  to	
  Success	
  
•  Dedica$on	
  –	
  Some	
  people	
  in	
  your	
  organiza>on	
  must	
  
have	
  CRO	
  as	
  their	
  only	
  job,	
  and	
  have	
  higher-­‐level	
  
support	
  
•  Honesty	
  –	
  Problems	
  and	
  shortcomings	
  should	
  be	
  
addressed	
  directly	
  &	
  openly	
  
•  Focus	
  –	
  Well-­‐defined	
  business	
  goals	
  should	
  be	
  set,	
  
executed,	
  tracked,	
  and	
  incen>vized	
  	
  
•  Flexibility	
  –	
  Everything	
  should	
  be	
  quickly	
  changed	
  when	
  
necessary:	
  business	
  models,	
  branding,	
  allocated	
  
resources,	
  and	
  tools	
  
SPECIAL	
  PRICING	
  	
  
THROUGH	
  APRIL	
  22!	
  
	
  	
  	
  	
  	
  	
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  FOR	
  	
  
JUST	
  $697	
  	
  
• increase your revenue and profit"
• generate more leads"
• land more customers"
• boost sales and paid memberships"
• maximize your marketing ROI"
"
CHICAGO	
  |	
  June	
  17-­‐19,	
  2014	
  –	
  Last	
  U.S.	
  show	
  of	
  the	
  year	
  
Register	
  
Now!	
  USE	
  CODE:	
  OPTICON2014	
  	
  
Join	
  us	
  in	
  Chicago!	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
Express	
  Review	
  -­‐	
  Special	
  Offer	
  
•  45	
  or	
  90-­‐min	
  interac>ve	
  review	
  of	
  your	
  landing	
  page	
  or	
  website	
  
•  Video	
  transcript	
  recorded	
  via	
  GoToMee>ng	
  
•  Includes	
  A_en>onWizard	
  “a_en>on	
  heatmap”	
  of	
  page	
  
	
  
	
  
	
  
	
  
	
  
	
  
h_p://ExpressReviewOffer.com	
  –	
  $699	
  single	
  page,	
  $1099	
  full	
  website	
  
	
  
	
  “Op$Con2014”	
  promo-­‐code	
  to	
  get	
  $150	
  off	
  (must	
  order	
  by	
  4/22/2014)	
  
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
Contact	
  Info	
  and	
  Q&A	
  
tim@sitetuners.com
(619) 990-9062 mobile
(619) 223-8020 work PST
twitter @tim_ash
www.linkedin.com/in/timash
facebook.com/tim.ash1
skype tim_ash1
Copyright	
  ©	
  2014,	
  SiteTuners	
  –	
  All	
  Rights	
  Reserved. #Op$Con2014	
  	
  @$m_ash	
  
The	
  Conversion	
  Maturity	
  Model	
  
A	
  Roadmap	
  to	
  Profitability 	
  	
  Tim	
  Ash	
  
CEO	
  
SiteTuners	
  
@>m_ash	
  

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The Conversion Maturity Model: A Roadmap to Profitability

  • 1. The  Conversion  Maturity  Model   A  Roadmap  to  Profitability     Tim  Ash   CEO   SiteTuners   @>m_ash  
  • 2. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   About  SiteTuners   •  San Diego based conversion rate optimization agency •  Large and small company clients worldwide Practice areas: –  Conversion-focused website blueprints (full redesigns & quick facelifts) –  Landing page test plans & testing strategy development –  Conversion management, team mentoring & training
  • 3. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   M O R E T H A N s i n c e 2 0 0 2 1200CLIENTS
  • 4. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash The  Conversion  Maturity  Model  
  • 5. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   The  Four  Dimensions   Who  -­‐  People  &  Structure   How  –  Tools  &  Technology   What  –  Measurement  &  Accountability   Why  –  Process  &  Culture  
  • 6. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   The  Four  Stages   IV  –  Advanced  III  -­‐  Intermediate  II  -­‐  Basic  I  -­‐  Unop$mized  
  • 7. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash Who  –  People  &  Structure  
  • 8. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   GeRng  a  seat  at  the  grown-­‐up  table  
  • 9. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash                  Unop$mized   •  There  are  no  full-­‐$me  formal  posi$ons  devoted  to  CRO   •  Employees  have  no  training  of  any  kind  in  CRO   •  CRO  is  not  on  the  organiza>onal  chart   •  Marke>ng  focus  is  on  traffic  acquisi$on  volumes   •  Most  website  changes  need  assistance  &  approval  from  IT   Who  -­‐  People  &  Structure  
  • 10. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash                  Basic   •  Some  full-­‐$me  non-­‐management  posi$ons  are  devoted  to  CRO  within  certain  departments   •  A  few  addi>onal  employees  have  some  informal  training  in  CRO   •  Marke>ng  focus  is  on  profitable  traffic  acquisi$on   •  Basic  website  content  changes  can  be  made  without  IT  involvement   •  Some  landing  pages  and  microsites  are  under  control  of  online  marke$ng   •  Main  site  design,  messaging,  and  structure  are  s>ll  largely  under  control  of  brand/marke>ng   (with  support  from  IT)   Who  -­‐  People  &  Structure  
  • 11. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash                  Intermediate   •  There  is  a  formal  CRO  team  with  full-­‐$me  posi$ons  and  a  manager  within  a  specific   department  (not  strategic)   •  CRO  team  members  have  periodic  formal  training  in  CRO  and  are  given  the  opportunity  to   get  addi>onal  informal  training   •  CRO  team  periodically  conducts  informal  training  for  a  wider  internal  audience   •  Marke>ng  focus  is  on  profitable  traffic  acquisi$on  and  conversion   •  Website  content  and  many  structural  (page-­‐flow  and  func>onality)  changes  can  be  made   without  IT  involvement   •  All  landing  pages  and  microsites  are  under  control  of  online  marke>ng   •  Some  parts  of  the  main  website  are  under  the  control  of  online  marke>ng     Who  -­‐  People  &  Structure  
  • 12. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash                  Advanced   •  There  is  a  formal  stand-­‐alone  CRO  team  with  full-­‐>me  posi>ons  and  a  manager  which   reports  to  the  CMO  (or  higher)     •  CRO  team  sets  strategic  priori$es  company-­‐wide  via  a  formal  intake  process   •  CRO  team  members  have  regular  formal  training  in  CRO     •  CRO  team  regularly  conducts  informal  training  for  a  wider  internal  audience   •  Marke>ng  focus  is  on  increasing  profits  over  the  life$me  of  the  customer   •  Almost  all  website  content  and  structural  changes  can  be  made  without  IT  involvement   •  All  landing  pages  and  microsites  are  under  control  of  online  marke>ng   •  Most  parts  of  the  main  website  are  under  the  control  of  online  marke>ng     Who  -­‐  People  &  Structure  
  • 13. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash How  –  Tools  &  Technology  
  • 14. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   Having  the  right  tools  to  go  faster  
  • 15. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  Websites  are  mostly  sta$c  content     •  Proprietary  content  management  systems  (CMS)  are  difficult  to  maintain   •  Different  technology  plaYorms  exist  across  divisions   •  Few  qualita$ve  or  quan$ta$ve  diagnos$c  tools  are  used  anywhere  to  uncover  conversion   issues   •  When  diagnos>c  tools  are  available,  they  are  not  applied  consistently   How  –  Tools  &  Technology                  Unop$mized  
  • 16. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  Websites  are  mostly  in  commercial  content  management  systems   •  More  standardized  technology  plaYorms  across  divisions   •  No  qualita>ve  or  quan>ta>ve  diagnos>c  tools  are  used  company-­‐wide   •  Split  tes$ng  tools  are  used  opportunis$cally  by  small  teams   •  Very  basic  segmenta>on  and  analysis  is  done  on  test  results   •  No  easy  way  to  update  web  content  with  test  winning  content   •  Websites  changes  are  frequently  made  without  measuring  their  impact   •  Website  redesigns  are  led  by  branding  and  marke$ng  (without  a  deep  diagnos>c  phase   focused  on  visitor  needs)   How  –  Tools  &  Technology                  Basic  
  • 17. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  All  websites  are  in  commercial  content  management  systems   •  Technology  plaYorms  are  standardized  across  divisions   •  Some  qualita>ve  and  quan>ta>ve  diagnos>c  tools  are  used  company-­‐wide   •  Split  and  mul>variate  tes$ng  tools  are  used  rou$nely  by  small  teams   •  Some  split  tests  are  segmented  by  traffic  source  or  other  single  parameters   •  Marke$ng  automa$on  systems  and  CRM  systems  are  in  place  but  are  not  integrated  into   the  tes>ng   •  Some  longer-­‐term  prospect  and  client  behaviors  (e.g.  trial  comple>on,  re-­‐subscrip>on  rates,   client  surveys  and  research  studies,  and  life>me  value  es>mates)  are  provided  to  CRO  team   upon  request  by  other  departments   How  –  Tools  &  Technology                  Intermediate  
  • 18. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  All  websites  are  in  commercial  content  management  systems  and  integrated  with  CRM,   marke$ng  automa$ng,  and  traffic  acquisi$on   •  Technology  plaYorms  are  standardized  across  divisions   •  Wide  variety  of  qualita>ve  and  quan>ta>ve  diagnos$c  tools  are  used  company-­‐wide   •  Split  and  mul>variate  tes$ng  tools  are  used  rou$nely  companywide   •  Real-­‐$me  content  changes  are  made  on  an  individual  visitor  basis  using  predic>ve  analy>cs,   behavioral  targe>ng,  and  lead  scoring     •  Winning  versions  of  tests  are  automa$cally  deployed  (and  back-­‐tested  on  a  con>nual  basis   to  ensure  sustainable  improvements)   •  All  web-­‐facing  experiences  are  easily  reconfigurable  and  can  be  rapidly  tested   How  –  Tools  &  Technology                  Advanced  
  • 19. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash What  –  Measurement  &  Accountability  
  • 20. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   Tracking  the  right  metrics  &  reac$ng  quickly  
  • 21. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  Repor>ng  of  key  metrics  involves  manual  work  and  is  infrequent   •  Web  analy>cs  does  not  cover  all  web  proper>es  &  campaigns   •  Campaign-­‐level  or  more  granular  ROI  is  not  tracked  or  measured   •  Marke$ng  budgets  are  fixed  (regardless  of  outcomes  or  profitability)   •  There  is  no  culture  of  measurement  within  the  company   •  Marke>ng  decisions  are  frequently  overruled  by  execu$ves  without  a  quan>ta>ve  basis                  Unop$mized   What  –  Measurement  &  Accountability  
  • 22. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  Repor>ng  of  key  metrics  is  done  via  near-­‐real-­‐$me  dashboards   •  Web  analy>cs  covers  all  web  proper>es  &  campaigns   •  Campaign-­‐level  or  more  granular  ROI  is  o]en  measured   •  Marke$ng  budgets  are  fixed  at  regular  intervals  (based  on  past  ROI  of  similar  ac>vi>es)   •  There  is  a  culture  of  measurement  within  web  analy$cs  and  traffic  acquisi>on  teams   •  There  is  li_le  culture  of  measurement  in  the  branding,  crea>ve,  opera>ng  divisions,  or  offline   marke>ng  teams                  Basic   What  –  Measurement  &  Accountability  
  • 23. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  Repor>ng  of  key  metrics  is  done  via  near-­‐real-­‐>me  dashboards   •  Automa$c  alerts  are  triggered  if  key  metrics  are  out  of  line   •  Web  analy$cs  covers  all  web  proper$es  &  campaigns  and  is  combined  with  a  strong   business  intelligence  team  that  all  departments  and  opera>ng  divisions  have  access  to   •  Campaign-­‐level  and  more  granular  ROI  is  always  measured   •  Marke>ng  budgets  are  flexible  and  may  be  periodically  repriori$zed  depending  on  the   current  mix  and  profitability  of  acquisi>on  ac>vi>es   •  There  is  a  culture  of  measurement  within  web  analy>cs  and  traffic  acquisi>on  teams  and  the   opera>ng  divisions   •  There  is  some  culture  of  measurement  in  the  branding  and  crea$ve  departments  (and   changes  oaen  require  a  quan>ta>ve  proof)                  Intermediate   What  –  Measurement  &  Accountability  
  • 24. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  Repor>ng  of  key  metrics  is  done  via  near-­‐real-­‐>me  dashboards   •  Automa$c  alerts  and  correc$ve  ac$ons  are  automa>cally  triggered  if  key  metrics  are  out  of   line   •  There  is  an  understanding  and  a  tolerance  for  nega$ve  test  outcomes   •  Web  analy>cs  team  main  focus  is  developing  predic>ve  analy>cs  models  and  deploying  them   in  the  form  of  website  business  rules  and  triggers  to  change  the  site  experience  on  an   individual  basis   •  There  are  no  fixed  marke$ng  budgets  and  spending  is  quickly  repriori>zed  depending  on  the   current  mix  and  profitability  of  acquisi>on  ac>vi>es   •  There  is  a  culture  of  measurement  within  all  departments  and  opera>ng  divisions  of  the   company                  Advanced   What  –  Measurement  &  Accountability  
  • 25. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash Why  –  Process  &  Culture  
  • 26. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   Who  controls  your  company’s  des$ny?  
  • 27. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  There  are  no  formal  processes  for  CRO   •  Marke$ng  is  driven  by  branding  and  crea>ve  campaigns   •  Financial  rewards  are  not  >ed  to  improvements  in  online  efficiencies   •  There  is  no  execu$ve  management  awareness  of  CRO   •  Posi>oning,  messaging,  product  offerings  are  largely  defined  by  brand/marke>ng   •  Offline  and  broadcast  content  and  messaging  is  reused  without  changes  for  the  web                  Unop$mized   Why  –  Process  &  Culture  
  • 28. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  There  are  formal  processes  for  tac$cal  split  tes$ng   •  Marke>ng  is  driven  by  a  mix  of  crea>ve  campaigns  and  high-­‐impact  CRO  ac>vi>es   •  Some  teams  or  opera>ng  divisions  have  compensa$on  $ed  par$ally  to  improvements  in   online  efficiencies   •  There  is  some  execu$ve  management  awareness  of  CRO,  but  not  much  ac>ve  support   (championing  of  projects  or  ini>a>ves)   •  There  are  turf  issues  between  accountability-­‐driven  teams  and  brand/marke>ng                  Basic   Why  –  Process  &  Culture  
  • 29. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  There  are  formal  processes  for  tac$cal  split  tes$ng  and  implemen>ng  permanent  changes   based  on  winning  test  versions   •  Marke$ng  is  driven  mostly  by  high-­‐impact  CRO  ac$vi$es   •  All  opera>ng  divisions  have  compensa>on  >ed  to  improvements  in  online  efficiencies   •  There  is  broad  execu$ve  management  awareness  of  CRO,  and  some  ac>ve  support  for   projects  or  ini>a>ves  that  are  on  a  long-­‐term  roadmap  created  by  execu>ve  management   •  Web  visitor  behavior  and  the  results  of  CRO  ac>vi>es  are  informally  fed  back  to  marke>ng  to   revise  value  proposi>ons  and  product  offerings                  Intermediate   Why  –  Process  &  Culture  
  • 30. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   •  There  are  ongoing  and  largely  automated  processes  for  tac$cal  split  tes$ng  and   implemen>ng  permanent  changes  based  on  winning  test  versions   •  Marke>ng  is  driven  exclusively  by  high-­‐impact  CRO  ac$vi$es  which  are  priori>zed  via  a   structured  submission  and  evalua>on  process   •  All  opera$ng  divisions  have  compensa$on  $ed  to  improvements  in  online  efficiencies   •  There  is  universal  execu>ve  management  awareness  of  CRO,  and  ac$ve  support  for  all   projects  ini$ated  by  the  CRO  group   •  There  is  solid  coopera$on  among  all  departments   •  Web  visitor  behavior  and  the  results  of  CRO  ac>vi>es  are  ac/vely  and  systema/cally  fed  back   to  marke>ng  to  create  new  value  proposi>ons  and  product  offerings                  Advanced   Why  –  Process  &  Culture  
  • 31. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash  Copyright © 2013, SiteTuners - All Rights Reserved. @tim_ash Final  Thoughts  
  • 32. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   Not  all  dimensions  will  be  at  the  same  stage  
  • 33. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   The  Keys  to  Success   •  Dedica$on  –  Some  people  in  your  organiza>on  must   have  CRO  as  their  only  job,  and  have  higher-­‐level   support   •  Honesty  –  Problems  and  shortcomings  should  be   addressed  directly  &  openly   •  Focus  –  Well-­‐defined  business  goals  should  be  set,   executed,  tracked,  and  incen>vized     •  Flexibility  –  Everything  should  be  quickly  changed  when   necessary:  business  models,  branding,  allocated   resources,  and  tools  
  • 34. SPECIAL  PRICING     THROUGH  APRIL  22!              REGISTER  FOR     JUST  $697     • increase your revenue and profit" • generate more leads" • land more customers" • boost sales and paid memberships" • maximize your marketing ROI" " CHICAGO  |  June  17-­‐19,  2014  –  Last  U.S.  show  of  the  year   Register   Now!  USE  CODE:  OPTICON2014     Join  us  in  Chicago!  
  • 35. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   Express  Review  -­‐  Special  Offer   •  45  or  90-­‐min  interac>ve  review  of  your  landing  page  or  website   •  Video  transcript  recorded  via  GoToMee>ng   •  Includes  A_en>onWizard  “a_en>on  heatmap”  of  page               h_p://ExpressReviewOffer.com  –  $699  single  page,  $1099  full  website      “Op$Con2014”  promo-­‐code  to  get  $150  off  (must  order  by  4/22/2014)  
  • 36. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   Contact  Info  and  Q&A   tim@sitetuners.com (619) 990-9062 mobile (619) 223-8020 work PST twitter @tim_ash www.linkedin.com/in/timash facebook.com/tim.ash1 skype tim_ash1
  • 37. Copyright  ©  2014,  SiteTuners  –  All  Rights  Reserved. #Op$Con2014    @$m_ash   The  Conversion  Maturity  Model   A  Roadmap  to  Profitability    Tim  Ash   CEO   SiteTuners   @>m_ash