TL;DR for CRO agency owners
- Built for 5-30 person CRO agencies running A/B testing programs, user research, and funnel optimization retainers.
- Track hours per discipline (research, design, build, QA, analysis) to see which services actually clear margin.
- One branded portal replaces Asana + Hotjar feedback + HoneyBook + ad-hoc test report decks.
- Flat $39-$79/month pricing — not per-seat — so a 15-person CRO team costs the same as a 5-person one.
- Pair with VWO, Optimizely, Convert, Hotjar, and FullStory — AgencyPro is the agency ops layer, not your testing tool.
Built for How CRO Agencies Actually Work
Hypothesis writing, user research, test design and build, QA, and analysis each require different tracking and billing. AgencyPro maps to your real CRO workflow.
Clients submit hypotheses, user research questions, funnel issues, and test ideas through structured forms. Each request captures the funnel stage (acquisition, activation, retention, revenue), target page or flow, expected lift, and priority — so strategists start with full context instead of a vague "our checkout is broken" email.
Separate time entries for hypothesis writing, user research and session reviews, A/B test design, test build (HTML/CSS/JS), QA and statistical sanity checks, analysis and reporting, and strategy sessions. Compare actual effort against retainer estimates per service.
Charge monthly retainers ($4K-$25K for test velocity guarantees), per-test fees ($2K-$8K depending on complexity), or performance fees tied to validated revenue lift. Pass through VWO, Optimizely, or Hotjar costs as itemized lines with margin.
Upload test result exports from VWO, Optimizely, or Convert, session recording highlights from Hotjar or FullStory, funnel analytics from GA4 or Mixpanel, and validated revenue lift to the client portal. Clients see test velocity, win rate, and dollar impact on their schedule.
Test build may earn $230/hour while user research bleeds margin at $110/hour due to longer interview cycles. Break down revenue and hours per CRO service so you can reprice retainers and quote new programs with margin data behind them.
Each test cycle involves strategist, designer, dev, QA, and the client's growth lead. Threaded discussions tied to specific hypotheses, designs, and live tests keep the experimentation conversation next to the work instead of scattered across Slack and Notion.
Clients log into a portal at your domain. They see active tests, the current quarter's test roadmap, last month's win rate, validated lift summary, invoices, and an intake form for new hypotheses, funnel issues, and research requests.
Store hypothesis docs (ICE/PXL scored), wireframes, A/B variant designs, test code snippets, brand guidelines, and historical win/loss documentation per client. No more digging through Drive to find last quarter's checkout test plan.
How a CRO Agency Uses AgencyPro Across a Typical Engagement
An 8-step lifecycle from funnel audit through quarterly strategy review, mapped to how CRO teams scope, research, build, and bill long-cycle experimentation retainers.
Discovery and Funnel Audit
Run a heuristic audit, baseline conversion data from GA4 or Mixpanel, review session recordings in Hotjar or FullStory, audit the existing testing program (if any), and produce a 90/180-day experimentation roadmap the client approves in the portal.
Engagement Setup in AgencyPro
Create the client workspace, configure a monthly retainer with test velocity targets (e.g., 6 tests/month) and hour allocations per discipline (research, design, build, analysis), invite stakeholders, and load brand and design system docs into the asset library.
Research and Hypothesis Sprint
Run user interviews, session replay analysis, and heuristic walkthroughs. Score hypotheses using ICE or PXL. Each scored hypothesis is a tracked ticket. Clients approve the next sprint's test roadmap in the portal before designs begin.
Test Design and Build
Design variants, write build specs, code the test in VWO/Optimizely/Convert (or natively in your testing platform of choice). Log hours per role: designer 5 hours, dev 8 hours, QA 2 hours. Retainer burndown updates live so you know mid-month if scope is exceeding budget.
QA and Launch
Cross-browser QA, device matrix checks, statistical sanity (sample size, MDE), tracking validation. Push to production. Each test launch is a tracked event. Monitor performance against the pre-registered hypothesis to avoid p-hacking.
Analysis and Lift Documentation
Pull statistical results, segment analysis (mobile vs. desktop, new vs. returning), and revenue impact. Document the win, loss, or inconclusive outcome with reasoning. Upload to the portal with a narrative explaining why the result happened and what to test next.
Deliver Win Rate and Velocity Reports
Upload quarterly test summaries: velocity (tests shipped), win rate (significant winners), validated revenue lift, learnings library. Add narrative: which test categories produced the most lift, where the program is heading.
Quarterly Strategy Review
Pull 90-day velocity, win rate, and validated lift data. Surface which hypothesis themes drove the most revenue. Present pricing or scope changes for the next quarter using real margin data from AgencyPro.
Three Common Scenarios for CRO Agencies
The work at most CRO agencies cycles through three recurring patterns. Here is how AgencyPro handles each with concrete steps.
1. Onboarding a $12K/month enterprise CRO retainer
A mid-market DTC brand signs a 12-month CRO retainer covering 6 tests/month, monthly user research, full funnel analysis, and quarterly strategy sessions.
In AgencyPro:
- Spin up the workspace from your "Full-Stack CRO Retainer" template. Five sub-projects: Research, Design, Build, Analysis, Strategy.
- Configure the retainer: 70 hours/month split as 10 Research / 15 Design / 28 Build / 12 Analysis / 5 Strategy. $200/hour blended rate, overage at $230.
- Send the intake form: traffic level, current conversion rate, AOV, GA4/Mixpanel access, testing platform access, brand voice guidelines.
- Schedule the funnel audit (lead strategist + UX researcher, 22-hour estimate, due in 14 days).
- Invite the client's VP Growth, ecommerce manager, and dev lead to the portal.
Time-to-launch: typically 4-6 hours vs. 1-2 weeks of email coordination.
2. Delivering the monthly test result and velocity report
Same client, end of month 4. The VP Growth has a board update Friday and wants the CRO numbers.
In AgencyPro:
- Export from VWO (test results, lift %, significance), Hotjar (session counts), GA4 (funnel changes), and your internal lift validator.
- Upload to the portal under "Month 4 Report".
- Write the narrative: "6 tests shipped, 3 wins (cart-page urgency: +6.2% AOV, PDP gallery: +4.1% conv, checkout: +2.8% RPV), 1 loss, 2 inconclusive. Validated MoM lift: $42K incremental revenue."
- Pin the hours breakdown: 9/10 Research, 14/15 Design, 27/28 Build, 12/12 Analysis, 5/5 Strategy.
- Publish. The VP gets a portal link, reviews on his schedule, comments inline.
Time-to-report: typically 35-50 minutes vs. 3-4 hours building a CRO results deck.
3. Running a quarterly research sprint for a SaaS client
A SaaS client has hit a conversion plateau on their pricing page. You agree to a one-quarter research sprint to identify why before resuming the test cycle.
In AgencyPro:
- Configure a 12-week research sprint: 8 user interviews, 20 session replays, competitive teardown, hypothesis library build, design system for testing.
- Hours per role: UX researcher 60 hours, strategist 30 hours, designer 25 hours, analyst 20 hours.
- Each interview is a tracked ticket with notes, recordings, and insights uploaded to the asset library.
- Mid-sprint check-in surfaces 4 high-confidence hypotheses ready for testing in Q2.
- End-of-sprint deliverable: full research synthesis report uploaded to portal with prioritized Q2 test roadmap.
Result: research sprints stay scoped and billable instead of expanding into never-ending discovery work.
The CRO Agency Stack AgencyPro Replaces
Most CRO agencies run 5-7 SaaS tools to coordinate a single client. Here is how that stack maps to AgencyPro — and what you keep for the actual CRO work.
| What you use today | Typical monthly cost (10 seats) | AgencyPro feature that replaces it |
|---|---|---|
| Asana / ClickUp / Monday | $110-$240 | Tests, sprints, templates, approvals |
| Harvest / Toggl Premium | $70-$200 | Time tracking with discipline tags |
| Hotjar feedback widget seats | $40-$80 | Threaded portal comments on tests |
| HoneyBook / FreshBooks | $40-$90 | SOWs, e-signature, recurring retainers |
| SuperOkay / ClientPortal.io | $40-$80 | Branded client portal and intake forms |
| Google Drive / Notion for research notes | Included in Workspace | Per-client asset library with hypothesis history |
| Estimated total replaced | $300-$690/month | AgencyPro Basic at $39/month (flat) |
You typically keep: VWO, Optimizely, or Convert for testing; Hotjar or FullStory for session recordings; GA4 or Mixpanel for funnel analytics; Figma for design; and QuickBooks or Xero for accounting.
The Pricing Math for an 8-Person CRO Agency
A worked example for the typical CRO ops stack vs. AgencyPro's flat pricing. Excludes VWO, Hotjar, and analytics tools which stay the same on both sides.
Status quo: 8-person CRO agency ops stack
- Asana Premium (8 seats): $88/mo
- Harvest (8 seats): $88/mo
- Hotjar feedback (extra seats): $60/mo
- HoneyBook Premium: $59/mo
- SuperOkay or ClientPortal.io: $59/mo
- PandaDoc for SOWs: $35/mo
Total: ~$389/month • $4,668/year
On AgencyPro
- AgencyPro Pro: $79/mo (flat, unlimited seats)
- Includes: projects, tests, time tracking, invoicing, retainers, client portal, intake forms, SOWs, asset library
- Grow from 8 to 25 people with no pricing change
Total: $39/month • $468/year
Savings: ~$310/month, ~$3,720/year
The bigger lift is admin time recovered — typically 10-15 hours/week across the team consolidating into one ops tool. At a $85-$150 internal cost-per-hour that is often a larger savings than the tool spend itself.
Migrating From Asana, Notion, or a Mixed Setup
Most CRO agencies come to AgencyPro from one of three patterns. Here is what each move looks like.
Coming from Asana or ClickUp
Export projects and tests as CSV. Rebuild your top 3 templates: Full-Stack CRO Retainer, Research Sprint, and Per-Test Project. Clone per client as you migrate. Most agencies move client-by-client over 3-4 weeks.
Coming from Notion plus Harvest plus HoneyBook
Export time logs and active invoices. Recreate retainers in AgencyPro and log new entries there. Migrate hypothesis libraries, research notes, and test plans into the per-client asset library. Most teams are off Harvest within 30 days.
Coming from a Google Sheet plus Slack setup
Easiest migration. Use AgencyPro's CRO retainer templates as your starting point. Recreate each active client (typically 30-45 minutes per client). Send portal invites. By week 2 most teams stop opening the spreadsheet entirely.
What Changes When You Track Every Test Hour
CRO agencies using AgencyPro report shorter report cycles, fewer retainer disputes, and clearer visibility into which test types and clients drive the best margins.
Bill User Research Separately From Test Builds
Track interviews, session reviews, and persona work as distinct line items so clients see the true effort behind every hypothesis
Surface Test Velocity Overages Before Cycle Close
Automatic alerts when test build hours approach retainer cap so you can pause or get approval for expansion
Cut Report Assembly From Hours to Minutes
Upload VWO and Hotjar exports directly to the portal instead of rebuilding test result decks every cycle
Protect Margins on Complex Test Builds
Track multivariate, multi-page, and JS-heavy tests separately from simple text-swap tests to spot which complexity tiers eat margin
Justify Higher Retainers With Validated Lift Data
Show clients the dollars produced per hour billed — data that supports moving from $6K retainers to $12K+ or revenue-share deals
Eliminate Duplicate Status Update Requests
Clients check test status, win rate, and quarterly velocity through the portal instead of weekly status emails
Saved weekly on report prep
Retainer renewal rates
Average invoice creation time
Based on average results reported by agencies using AgencyPro
A Real Scenario: 8-Person CRO Agency in London
An 8-person CRO agency focused on DTC ecommerce and B2B SaaS, running 9 retainer clients between $5K and $14K/month with a velocity-based promise model. They came to AgencyPro from a ClickUp + Toggl + HoneyBook + Notion setup.
The challenge
Test build hours were eating margin on complex multivariate tests but simple text-swap tests cleared 70% margin. They couldn't prove which mix was profitable. Toggl tracked hours but not by test phase or complexity. The principal spent ~9 hours per month reconciling Toggl exports against client retainers.
What changed in AgencyPro
- Time entries tagged by CRO discipline (research, design, build, QA, analysis) and test complexity (simple, complex, multivariate) per client.
- Retainers configured with velocity targets and hour allocations per discipline with overage alerts at 80% consumed.
- Test result reports built from a template; reporting time per client dropped from ~75 minutes to ~25 minutes.
- Service-level margin analysis showed multivariate tests cleared 31% margin vs. 68% for simple tests. They added a complexity premium and reduced multivariate work for two clients.
Measurable outcome (first 90 days)
- ~8 hours/week of leadership time freed from reconciliation.
- Tool spend reduced from ~$380/month to $39/month.
- Three retainer repricings (complexity premium) added ~$3,400 MRR.
- Two complex test overages worth ~$1,800 each got invoiced instead of written off.
Scenario based on patterns reported by AgencyPro customers; specific numbers will vary by agency.
Is AgencyPro Right for Your CRO Agency?
AgencyPro is built for CRO agencies running multiple retainer clients with structured testing programs. It is not the right tool for every team. Here is an honest read.
AgencyPro might NOT be the right fit if:
- •You're a solo CRO consultant with 1-3 clients. A lighter tool like HoneyBook or Bonsai will cover you without platform overhead.
- •You're a 100+ person enterprise experimentation team. Statsig, Eppo, or Amplitude Experiment for the testing layer plus Workamajig for ops will fit better.
- •You only need an A/B testing platform. VWO, Optimizely, Convert, and Statsig are purpose-built for experiment management.
- •You only do one-off CRO audits. A simple invoicing tool plus Notion will cover audit-only work.
- •You need deep statistics or Bayesian analysis tooling. AgencyPro is for ops; pair with Statsig, Eppo, or in-house statistical infrastructure.
AgencyPro is a great fit if:
- •You run a CRO agency with 5-25 retainer clients. Test velocity, research sprints, and per-test billing in one place.
- •Your retainers are bleeding margin on complex builds. Track hours by complexity tier and reprice tests with margin data.
- •You spend hours each cycle assembling test result decks. Upload VWO and Hotjar exports directly to the portal with narrative.
- •You handle research, design, build, and analysis on the same retainer. Separate discipline categories let you measure margin per phase.
- •You want clients to self-serve on test status and velocity. A branded portal cuts "what's running this week?" emails.
Frequently Asked Questions
Get answers to common questions about our platform.
How does AgencyPro support test velocity-based retainers?
Each retainer can specify a target velocity (e.g., 6 tests/month). Time entries tag the test, and you see live counts of tests in research, build, QA, and live phases. When velocity is at risk mid-month, the platform flags it so you can either pull a test forward or have an honest conversation with the client before end-of-month.
Can I track win rate, lift, and learning across all clients?
Yes. Each test logs hypothesis, result (win/loss/inconclusive), and validated revenue lift. Quarterly and annual rollups show win rate per client and per hypothesis category (PDP, cart, checkout, signup flow). This data informs which test themes to prioritize per industry vertical.
How does the client portal handle test reporting?
Upload statistical results from VWO, Optimizely, or Convert with a written narrative explaining what won, what lost, and why. Pair with segment analysis (mobile vs. desktop, new vs. returning) and revenue impact. Clients log in 24/7 to see live test results without you assembling a slide deck.
What happens when a client wants a complex multivariate test or a custom JS build?
Track complex tests as separate tickets with higher hour estimates and overage rules. A multivariate test or custom JS build may need 18-24 hours vs. 6 hours for a simple variant. Approved overage hours auto-roll into the next invoice with line-item detail tied to specific approved tickets.
Can I run this for both research-heavy and build-heavy CRO programs?
Yes. Research-heavy programs (heavy user interview cadence, persona work, journey mapping) use higher research hour allocations. Build-heavy programs (faster test velocity, fewer interviews) use higher dev hour allocations. Same workspace structure, different hour bucket configurations.
Does AgencyPro replace VWO, Optimizely, Hotjar, or my testing platform?
No — and intentionally. AgencyPro is for agency ops: time tracking, retainers, client portal, invoicing, approvals. You keep your CRO stack (VWO, Optimizely, Convert for testing; Hotjar, FullStory for session analytics; GA4 or Mixpanel for funnel data). AgencyPro is the agency-side ops layer.
How do I demonstrate ROI from CRO to justify rate increases?
Track validated revenue lift per test (only counting tests that hit significance). Quarterly reviews surface total dollars produced per hour billed. After three quarters you have defensible data showing that a $10K/month retainer produced $180K in incremental revenue — that justifies moving to $15K/month or to revenue-share structures.
Can I manage CRO programs for both ecommerce and SaaS clients in the same workspace?
Yes. Ecommerce CRO programs typically focus on PDP, cart, and checkout. SaaS CRO programs focus on signup flow, activation, and pricing page. Each client gets templates appropriate to their industry. Time tracking by funnel stage works across both — you just configure different test types.
Resources for CRO Agencies
Guides, templates, and tools to help you run a more profitable CRO agency.
Agency Metrics Dashboard
Track the KPIs that matter most for CRO agency success.
How to Prevent Scope Creep
Keep CRO retainers profitable by managing test complexity.
Retainer Pricing Calculator
Price your CRO retainers profitably.
Profit Margin Calculator
See which test types drive the best margins.
Ecommerce Agencies
For multi-platform ecommerce agencies pairing CRO with email.
UX/UI Agencies
For design-first agencies pairing UX research with CRO.
Data Analytics Agencies
For analytics-first agencies pairing data with experimentation.