# Conversion tool stack for B2B SaaS: what belongs after the click? - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/conversion-tool-stack-b2b-saas

## Decision to make

Choose the tools that continue a B2B buyer journey after the click

Owner: ____________________
Review date: ____________________
Canonical page or destination: ____________________

## Buyer questions

- [ ] Which tools belong in a B2B conversion stack?
- [ ] How should an AI-referred visitor be handled?
- [ ] When is website personalization useful?
- [ ] Which conversion evidence belongs in the CRM?

## Evidence-led work plan

### 1. Start with a page that continues the decision

Send category visitors to a category explanation, comparison visitors to balanced criteria and implementation visitors to setup and risk evidence.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 2. Confirm only what changes the answer

Ask one or two questions when they materially improve the proof or next action, such as company stage, use case or preferred outcome.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 3. Offer one primary action and one lower-risk alternative

Match the primary action to the decision: start free, inspect pricing, use a calculator, book a relevant call or review implementation.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 4. Instrument transitions, not decorative events

Track landing page, confirmed need, action started, action completed and identified lead where consent exists.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 5. Test personalization against a stable control

Use approved variants, eligibility rules and a holdout.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

## Source ledger

- [ ] Google Analytics: traffic-source dimensions: https://support.google.com/analytics/answer/11242870
- [ ] Eli: current plans and free tier: https://hireeli.io/pricing
- [ ] Eli: security and execution boundaries: https://hireeli.io/security
- [ ] Google Search Central: people-first content guidance: https://developers.google.com/search/docs/fundamentals/creating-helpful-content

## Measurement boundary

Baseline date and exact context: ____________________
7-day observation: ____________________
14-day observation: ____________________
30-day observation: ____________________
Known limitations: ____________________

Keep technical eligibility, citations, recommendations, visits, leads and revenue as separate evidence. This worksheet does not guarantee an external ranking or commercial result.