This is an enterprise-grade revamp workflow that avoids the classic trap: “design first, strategy later.”
Step 1: Baseline your current performance (so you don’t guess)
Capture your starting point across:
- Traffic sources (paid / organic / referrals)
- Top landing pages
- Bounce/engagement + scroll depth
- Conversion rate by page (Home, Pricing, Product, Demo)
- Form completion rate + drop-offs
- Core Web Vitals / speed benchmarks
- Rankings for top keywords (brand + non-brand)
Output: a one-page baseline doc + a list of the top 5 pages that drive 80% of outcomes.
Step 2: Clarify the revamp goal (2–3 measurable outcomes)
Good revamp goals look like:
- Increase demo conversion from X% → Y% in 90 days
- Improve Pricing page CTA click-through by X%
- Reduce bounce rate on top landing pages by X%
- Increase organic sign-ups by X% while maintaining rankings
Avoid vague goals like “modern look” or “stronger brand.”
Output: a short “Revamp Success Definition” that stakeholders sign off on.
Step 3: Lock your core message (positioning snapshot)
At minimum, align on:
- ICP (who you serve)
- Primary pain (what’s broken today)
- Primary promise (what changes with you)
- Differentiation (why you vs alternatives)
- Proof (logos, metrics, case studies, security posture)
Output: a messaging one-pager the whole site is built on.
Step 4: Map the user journey (so pages have a job)
Most B2B sites need 2–3 primary journeys:
- Problem-aware (needs education + credibility)
- Solution-aware (needs differentiation + product clarity)
- Vendor-aware (needs proof + pricing clarity + fast path to demo)
Output: a journey map tied to page sequence and CTA logic.
Step 5: Fix information architecture (IA) before visual design
Your nav and structure should reflect decision-making, not internal org charts.
A clean B2B SaaS IA often looks like:
- Product
- Use Cases / Solutions
- Pricing
- Customers (case studies)
- Resources (blog, guides)
- Company (about, careers)
- CTA: Book a demo / Start free
Output: a sitemap + navigation model with page purpose and target CTA per page.
Step 6: Build a page strategy (what each page must prove)
For each key page, define:
- Primary audience stage
- Primary question to answer
- Primary objection to remove
- Proof to include
- Primary CTA + secondary CTA
Output: a page brief for Home, Product, Pricing, Demo, and 1–2 top landing pages.
Step 7: Write conversion-first copy (not “brand poetry”)
High-performing B2B pages follow a simple rhythm:
- Outcome headline (not features)
- Who it’s for
- How it works (3–5 steps)
- Proof (logos, stats, quotes, case studies)
- Objection handling (security, integrations, setup time, ROI)
- CTA with low friction
Output: approved copy doc before UI polish begins.
Step 8: Design the system, then the pages
Start with:
- Typography scale
- Button and form system
- Spacing rules
- Component library (cards, proof blocks, testimonial blocks, feature grids)
Then design pages using components—this protects speed and consistency.
Output: design system + key page wireframes → final UI.
Step 9: Build + QA like a product release
QA checklist must include:
- Mobile responsiveness (real devices)
- Forms + email notifications + CRM routing
- Tracking events (GA4, pixels, conversion events)
- Speed and image optimization
- Accessibility basics (contrast, focus states, labels, keyboard nav)
- Cross-browser testing
Output: launch-ready build with QA sign-off.
Step 10: Launch with a post-launch optimization loop
Most teams stop at launch. That’s where conversion gains are usually won.
Within the first 30 days:
- Monitor drop-offs and CTA click maps
- Run quick A/B tests (Pricing CTA placement, form steps, hero variants)
- Fix friction points fast
- Refresh proof blocks based on sales objections
Output: a 30/60/90-day optimization plan.