Managed funnel and UX experiments
Engagement & sources
Managed program best fit: at least 300 conversions/month or $100,000 monthly revenue; lower-volume audits and fractional options also offered.
Directory research: October 17, 2026 to October 20, 202652 guides13 specialties4 markets
Editor: Beatriz PargaCorrections: corrections@expertshortlist.com
United States · Specialist comparisons
Compare 20 researched providers, save up to three, then read the assessments.
20 researched providers37 sourcesResearched Editor: Beatriz PargaHow we choose
The earlier recommendations combine conversion-specific research with a clear route into design, implementation and experiments across several funnel surfaces. That makes them useful starting points when the cause of a conversion problem is still uncertain. The order then moves toward narrower customer-research, ecommerce, B2B, messaging and senior-advisory choices, where the buyer needs a more particular match or an existing delivery team. Stated traffic and revenue requirements, the scope actually sold and availability limits affect placement. Use the best-for column to move directly to the service that fits your problem; a later specialist may be the better choice for a defined assignment.
Managed funnel and UX experiments
Managed program best fit: at least 300 conversions/month or $100,000 monthly revenue; lower-volume audits and fractional options also offered.
High-traffic experimentation programs
CRO program: at least 100,000 monthly unique visitors, from $10,000/month for 12 months; research and projects scoped separately.
Multidisciplinary experimentation
WiderFunnel is part of this buying route, not a second option.
Sustained research and testing
Excludes businesses below $1 million revenue or 30,000 monthly visitors; its $1–6 million Foundation program is by application with limited capacity.
Research and persuasive page testing
Current strategy-session qualification is over $1 million online revenue or external funding.
Customer and emotional research
Confirm Talia Wolf’s role and whether the selected scope includes implementation.
UX research and focused audits
Choose explicitly between research, a sprint, wireframe review and ongoing delivery.
Research-led conversion programs
Confirm the named senior consultant and implementation allocation.
Cross-functional experimentation
Specify onsite experimentation separately from paid media and lifecycle services.
Managed page production and tests
Ask how evidence from its wider testing library will be validated on your audience.
Conversion and growth execution
Separate conversion deliverables from wider SEO and acquisition work.
Larger DTC conversion programs
Current positioning centers on eight- and nine-figure DTC brands; implementation ownership can vary by project.
Established ecommerce growth
Current positioning emphasizes established demand and scaling seven-figure businesses.
B2B page, form and lead quality
The current company page says B2B only; some form work requires Reform Pro.
Conversion messaging and copy
A messaging specialist; do not assume a bundled design, development or test-operation team.
Buyer-journey diagnosis and persuasion
Selected-client practice; establish Bryan’s personal involvement and production ownership.
Senior UX and conversion diagnosis
Confirm the amount of hands-on production versus coaching and review.
Product-led purchase decisions
No staffed agency or Shopify-specialist practice is established by the current portfolio.
Executive conversion advice
Senior advice and training; do not present his historical SiteTuners CEO role as a current delivery team.
Growth direction and activation
Highly selective post-product-market-fit work; interim roles are described as roughly once per 18 months.
Try a broader search or clear the filters.
Conversion consulting is useful when a site has meaningful traffic but loses too many people between interest and action. The strongest practitioners diagnose that problem through customer research, analytics, messaging, UX, and controlled experiments rather than jumping straight to a redesign. Some advise alone; others lead small specialist teams.
This list covers broad-funnel conversion work for US buyers and excludes sales-closing consultants and paid-media firms that do not own the on-site experience.
Every specialist in this guide was assessed from public sources, linked in each entry. Ownership and other material connections are disclosed alongside the relevant recommendations. Confirm current scope and availability directly with the specialist. How this guide was built · Disclosure policy
Read the complete assessments in recommended order. Save up to three to compare on your shortlist.
Conversion Sciences offers managed conversion optimization combining analytics, customer feedback and experiments. It describes the managed program’s best fit as at least 300 conversions a month or $100,000 in monthly revenue, with audits and fractional options for lower-volume needs. Brian Massey is identified as founder and CEO, but the buying route is the agency team rather than an independently advertised personal package. Its current service explicitly includes checkout and payment friction alongside other website issues, making it useful when the diagnosis may move across several steps. Conversion Sciences publishes its headquarters in Austin, Texas.
Its breadth is valuable when the apparent checkout leak may originate in product understanding or earlier navigation. A good proposal should prioritize the funnel by evidence and commercial impact, with a defined handoff from the analyst to the person implementing the variation.
Speero offers research, analytics, design and experimentation as a team service. Its full CRO program targets at least 100,000 monthly unique visitors and starts at $10,000 a month for 12 months; conversion research and project work are separate routes. Its Peep Laja page directs buyers to the team, without promising personal delivery. This is a useful distinction for buyers comparing an agency program with a named independent consultant. The present offer supports both identifying conversion problems and building a more systematic testing practice. Its current founder page provides a USA contact route and directs buyers to the expert team.
Consider it when the buyer wants customer research and experimentation to become a repeatable practice. Ask how the initial research will shape the backlog, who runs the actual tests and how the team records learning from inconclusive or losing variations.
Conversion offers an experimentation team with research, design, development and program management. Its current company history connects the UK Conversion business with North America’s WiderFunnel; buyers should treat those names as one present buying route. The breadth is useful when a conversion problem crosses messaging, product UX and engineering rather than sitting on a single button. Conversion describes its work in the US market and a team spanning North America and Europe.
Shortlist it when the internal team needs a continuing experimentation partner across several surfaces. Request a staffing plan that distinguishes the strategic lead from research and production capacity, plus a decision rule for moving work between funnel stages.
Invesp is a managed conversion optimization agency with research, design, development and testing in its programs. Its current homepage excludes businesses below $1 million in revenue or 30,000 monthly visitors. Its Foundation program for $1–6 million businesses is by application with limited capacity. Khalid Saleh’s reputation is relevant to the firm’s approach, but the recommendation is for the current agency program. Invesp identifies Chicago, Illinois as its US headquarters.
It fits buyers looking for a sustained program rather than a single specialist opinion. Use the qualification limits early, then ask how the team would prioritize research and experiments for the specific traffic available instead of promising a fixed number of wins.
Conversion Rate Experts sells a structured consulting and experimentation service rather than a catalogue of isolated design tasks. Its method links customer understanding, persuasive pages and controlled tests. The current website qualifies strategy sessions for companies with more than $1 million in online revenue or funding, a useful early screen for smaller buyers. A case study should still be matched to the buyer’s business model rather than treated as a forecast. Its company page explicitly includes the USA among countries served.
It is a stronger match for a company able to act on research and run meaningful experiments than for a microbusiness seeking a few cosmetic fixes. Ask for the path from diagnosis to a live variation, including the buyer’s required technical contribution.
GetUplift is Talia Wolf’s conversion practice, centered on customer and emotional research. It offers consulting and optimization programs that connect what people need to hear with the page or experience they see. This is an expert-led boutique buying route rather than a separate recommendation for Talia plus another for her firm. Its current homepage documents work for US companies, including a Bitly acquisition leader’s account.
Consider it when analytics show where visitors hesitate but do not explain why. A useful engagement would make the customer evidence traceable into a message or experience hypothesis, with an agreed owner for turning the recommendation into a measured release.
The Good offers conversion and UX research alongside focused audit and optimization engagements. Its wireframe audit explicitly covers important acquisition and purchase pages before development, allowing a team to challenge an experience before paying to build it. Jon MacDonald’s expertise belongs to this firm buying route; it is not an additional independent option with assumed separate capacity. The Good states that it is headquartered in Portland, Oregon, USA.
Consider it when the team wants customer evidence before committing to a major experience change. Choose the engagement format around the decision: a wireframe review before build, a focused sprint for a defined issue, or a longer program for connected funnel work.
AWA digital combines customer research with a managed experimentation practice. Its current service distinguishes diagnosis from the work of designing and running improvements, which suits a buyer trying to explain several funnel leaks before commissioning a redesign. Johann van Tonder is part of the practice’s leadership; this recommendation is for the firm’s service, not a promise of his personal delivery. AWA lists an Austin contact location alongside its other international locations.
Choose AWA when the first decision is which customer obstacle deserves investment. Ask for a research-to-test example that shows how the initial explanation changed, and what the team built after learning that its first hypothesis was wrong.
Cro Metrics combines experimentation with a broader growth practice. The current team page identifies Chris Neumann as CEO, and the service is delivered through the firm rather than a separate founder consulting offer. This can suit an organization that needs research, design and development coordinated with acquisition or lifecycle decisions. The proposal should make the actual onsite experiment team and its priorities visible. Its current team page identifies US-based leadership, including CEO Chris Neumann in Colorado.
Choose it when experimentation needs an operating rhythm across departments. Require a clear boundary between conversion hypotheses, media changes and lifecycle work so results remain interpretable and the onsite backlog is not displaced by unrelated channel tasks.
Spiralyze offers a managed landing-page optimization service spanning research, design, development and testing. It is useful for a buyer who wants the same provider to take a hypothesis through a working variation rather than handing over a wireframe. Its proposition draws on patterns observed across many tests; those patterns should be treated as inputs to a test on the buyer’s own traffic, not guaranteed outcomes. Spiralyze publishes an Atlanta, Georgia business address.
The match is a business that can support a managed production-and-testing cadence. Ask which observed pattern applies to your product, what competing explanations will be tested, and how qualified demand or completed purchases will be protected as the headline conversion metric changes.
Northpeak offers conversion and landing-page optimization within a wider growth service. Its breadth can help when acquisition, message and page performance need to be examined together. It also makes scope discipline important: the budget should identify what will actually change on the conversion experience. Northpeak publishes a Columbus, Ohio business location.
It is a practical comparison for a buyer wanting research and production within one broader growth relationship. Ask how the team will distinguish a messaging problem from a traffic-quality problem, and which changes it will be responsible for shipping. A narrow first engagement should produce a page hypothesis, an agreed commercial baseline and a clear implementation owner.
SplitBase concentrates on established ecommerce businesses, with its current positioning centered on eight- and nine-figure DTC brands. Its Mackage case documents customer and staff research in New York City, checkout recommendations and testing. The case also credits partner agencies for implementation of the final redesign, so buyers should not assume every engagement includes all production work. Raphael Paulin-Daigle’s practice is represented here through the firm, not counted twice. Its Mackage case describes research with the brand’s New York City store team and customers.
It is strongest for a mature merchant whose questions warrant customer research and repeated experiments. Ask which checkout or purchase-path decisions the firm will investigate, what your existing agency must implement and how the work will be prioritized across the store.
GrowthHit connects conversion optimization with acquisition and ecommerce execution. Its current positioning emphasizes businesses with established demand, including the transition toward or beyond seven figures. This matters when screening a founder pilot: an operating store testing a new product or channel is a clearer match than an unvalidated startup expecting an agency to create initial demand. Its homepage documents service for US brands, including Mestiza New York.
An operating ecommerce business can use it to connect a new acquisition or product initiative with conversion work. Require a separate onsite plan and commercial baseline, so a change in spend or audience is not mistaken for a website improvement.
FunnelEnvy now positions its work specifically around B2B revenue rather than consumer ecommerce. Its current form offer includes design, development, quality assurance and deployment, with related landing-page experimentation. The ExactBuyer case describes a request-demo page and multistep qualification flow connected to HubSpot. That is useful evidence for a buyer whose apparent page-conversion problem may actually be an issue with qualification or routing. Its professional-services terms explicitly cover customer business operations in the United States.
The strongest match is a B2B team that needs to preserve lead quality while improving conversion. Discuss the full route from a page visit to a qualified opportunity, including routing, CRM data and the sales team’s acceptance criteria.
Joanna Wiebe’s current page describes a selective consultancy around messaging and performance copy, with consulting and workshop routes. The client material includes AWS work and a Glowforge founder’s account of an extended messaging engagement. Those examples support a US client relationship; they do not establish a US office. Her value is strongest when the buyer’s uncertainty concerns the argument, offer or language rather than a purely technical bottleneck. Her current page describes work with US businesses including AWS and Glowforge.
Start with the commercial decision the message needs to change, such as explaining a complex product or resolving a purchase objection. Agree the deliverable and implementation partner before signing; strong copy alone cannot repair broken tracking, payment failures or an unsuitable acquisition audience.
Bryan Eisenberg’s Buyer Legends practice offers consulting, training and mentoring for selected clients. The work centers on understanding the buyer’s journey and making persuasive experiences easier to act on. He works with Jeffrey Eisenberg through the same practice, so the two names should not be treated as separate interchangeable delivery teams. This is a senior diagnostic and organizational option rather than an assumed pool of developers. Buyer Legends publishes a Round Rock, Texas business address.
A useful brief would identify the decisions and objections across a journey, then ask how the resulting buyer narrative changes priorities. Establish who will translate that diagnosis into copy, UX and experiments before comparing the fee with a staffed optimization program.
Paul Boag offers UX and conversion consulting with an emphasis on making digital experiences work better for the people using them. That supports a remote US buying route without implying an American office. He is particularly relevant when a team needs a senior outside diagnosis, help setting priorities, or clearer reasoning for changes across content and interface design. His client page includes US organizations such as the University of Florida.
Shortlist him for an outside review that helps a team choose what to change and explain why. Agree whether the work ends at a prioritized diagnosis or continues through design review and measurement, especially when the internal team owns delivery.
David Spiegel is an independent product and growth consultant whose current portfolio connects customer decisions with implementation. His public CV describes work on intake, checkout, subscriptions and pricing at 5 Axis Health, while his Chargerless consulting includes a homepage redesign and tracking changes. These are provider-reported project descriptions rather than independently audited results. He studied psychology at NYU, with a focus on human cognition. His buying route is direct consulting; a staffed agency team should not be inferred. David Spiegel’s current public homepage places him in San Francisco.
The fit is a founder or product team that wants direct judgment about the offer, interface and delivery sequence. Ask for a concrete first project and measurement plan; the portfolio supports connected product work but does not establish specialist payment infrastructure or a large testing pod.
Tim Ash currently offers selective senior advisory and training informed by his conversion and behavioral-science background. Buyers should distinguish that history from the present personal offer. He is a more appropriate choice for executive decisions, a conversion strategy review or team education than an assumed day-to-day testing and engineering team. His personal site describes him as a longtime San Diego resident.
Use him when leadership needs an outside view of how the buying experience influences decisions. Define the decision and the audience for the advice, then identify the internal or external team that will implement it; advisory time is not equivalent to a managed experimentation program.
Sean Ellis offers growth coaching, workshops and selected advisory engagements, with onboarding and conversion considered within a wider growth system. His current contact page describes highly selective post-product-market-fit work and occasional interim leadership, roughly once every 18 months. He is therefore a senior growth-direction option rather than a regularly available implementation pod. His current contact page places him in Newport Beach, California and describes worldwide engagements.
The match is a company whose conversion problem may reflect activation, product-market fit or team priorities. Ask which decisions he will own and what the existing team must execute. His selective advisory availability should be established before treating an interim leadership role as a realistic procurement path.
Start by deciding whether you need diagnosis, delivery, or both. A consultant may own diagnosis, a test plan, and focused implementation; a boutique adds researchers, designers, and analysts when the program needs more parallel capacity.
Ask each candidate what research happens before ideation, who writes and builds variants, how test validity is judged at your traffic level, and what happens when a test loses. Request a complete example that includes the baseline, sample size, test duration, and what changed afterward. A persuasive percentage without that context is marketing, not a forecast.
Low-traffic companies should not force an A/B-testing program that cannot reach useful sample sizes. Customer interviews, usability sessions, message tests, and sequential releases may produce better decisions until traffic grows.
Most begin with analytics, customer research, usability review, and a funnel audit. The useful output is a prioritized set of problems and testable hypotheses, not a list of generic best practices.
A solo consultant can be a good fit for diagnosis, coaching, or a focused project that includes implementation. A boutique is usually easier when you need research, design, copy, development, and analysis delivered continuously across several workstreams.
There is no honest universal threshold. It depends on the baseline conversion rate, expected effect, allocation, and how long you can run a test without major traffic changes. Ask the consultant to calculate this from your own numbers before agreeing to a testing cadence.
No. A case result can show how a provider thinks, but your audience, offer, baseline, and implementation determine what happens next.
Make ownership explicit for research, copy, design, development, instrumentation, analysis, and documentation. The proposal should also say how priorities change when the first hypothesis is wrong.
External sources linked in this guide, in first-citation order.