Conversions Matter / DEAL v1.0

Better decisions.
Before more tests.

Define. Evaluate. Act. Learn.
A practical process for deciding whether to investigate, test, fix or do nothing and monitor.

An A/B test is one possible action. DEAL helps you work out whether it is the right one.

Freely available. No email, registration or download required.

The DEAL decision loopDefine leads to Evaluate, then Act and Learn. Learning feeds the next decision. Every stage has a gate; unmet criteria lead back to the relevant earlier step.01 / CLARIFYDefine02 / ASSESSEvaluate03 / CHOOSEAct04 / ADAPTLearnTHE PURPOSEA betterdecision
Gate the process. Share the thinking.Advance when the criteria are met. Otherwise, return to the step that needs work.

Four stages. Explicit gates.

Make the reasoning visible.

Record the evidence, uncertainty and rationale at each stage. New information can reopen an earlier decision at any time.

01 / DEFINE

What decision are we making?

Describe the problem before proposing a solution. Name the audience, journey and context. Separate what you observed from what you think caused it.

Agree the decision owner, deadline, primary outcome, baseline, meaningful improvement and guardrails. Specify what could change, the cost of delay and the consequences of being wrong.

Gate → EvaluateA specific, actionable decision with an accountable owner, measurable outcome, scope and constraints.
↶ Missing clarity? Stay in Define.
02 / EVALUATE

Is the evidence good enough?

Trust: Validate events, missing data, duplicates, consent coverage, instrumentation changes and reconciliation with operational records.

Evidence: Combine analytics, research, support feedback and technical checks. Challenge competing explanations, seasonality and traffic mix.

Feasibility, risk and value: Compare expected benefit, effort, opportunity cost and the value of reducing uncertainty. Check privacy, security, accessibility and compliance with responsible owners.

Gate → ActMeasurement is adequate for the action, evidence limitations are understood, value and feasibility are credible, and risks have owners and required approvals.
↶ Unclear problem → Define. Weak evidence → investigate and reassess. Unacceptable risk → stop or redesign.
03 / ACT

Choose the right response.

Investigate, Test, Fix or Do Nothing / Monitor. Select the action that fits the evidence and the decision, rather than treating every idea as a test candidate.

For testing, agree the hypothesis, meaningful effect, eligible traffic, sample requirements, duration, allocation, analysis and stopping rules. A test must be capable of informing the decision in time.

Gate → LearnAn owner, rationale, safeguards and review criterion are recorded. Investigations have a bounded question; tests have a plan; fixes have validation; monitoring has triggers.
↶ No credible action plan? Return to Evaluate or Define before execution.
04 / LEARN

What changed our understanding?

Check implementation and data quality before interpreting results. Separate the observation, uncertainty, explanation and next decision.

Capture negative, unexpected and inconclusive findings. An inconclusive experiment does not establish equivalence. A before-and-after improvement alone does not establish causality.

Gate → Next cycleLearning is recorded, shared and translated into a next action or an explicit monitoring commitment.
↶ Execution failed → Act. Evidence uncertain → Evaluate. Problem changed → Define.

The four choices under Act

A useful outcome is a decision.

These scenarios illustrate the routes. They are examples, not client results.

Investigate

Resolve uncertainty about the problem, cause or measurement. Set a question, owner and time limit.

Example: A conversion drop follows a tagging release. Validate tracking and reconcile orders before changing checkout.

Test

Resolve meaningful uncertainty through a safe, feasible experiment whose result will change an action.

Example: Research suggests delivery uncertainty deters purchases. Test clearer information with trusted metrics and sufficient traffic.

Fix

Address a verified defect or established requirement. Validate the change and monitor for regressions.

Example: A broken payment button blocks customers. Repair it; retaining avoidable harm adds no useful learning. The size of the benefit still requires evidence.

Do Nothing / Monitor

Choose this when change is not justified or value is too low. Assign an owner, review date and reopening trigger.

Example: A small segment fluctuation is within expected variation. Monitor a material threshold rather than launching a low-value test.

Interactive decision guide

Should we
test this?

Five questions to identify your next step. Start with the decision and the evidence.

A guide to judgement, not a substitute for the accountable owner or specialist review. Every route returns to Learn.

Question 1 of 5

Is the decision clear and actionable?

You know the problem, owner, outcome and deadline.

Read the full decision guide

1. Is the decision clear and actionable? If no, return to Define.
2. Can you trust the evidence needed? If no, Investigate and return to Evaluate.
3. Is there a verified defect or requirement? If yes, consider Fix with validation.
4. Would resolving meaningful uncertainty change your action? If no, Do Nothing / Monitor.
5. Is a safe, compliant, useful test feasible within the decision window? If yes, Test. If no, investigate alternative evidence, redesign or monitor.

Close the loop

Learning belongs in the next decision.

A result is useful when it changes what you understand or do. Record the limits of the evidence alongside the result, then return to the relevant stage.

For monitoring, set a review date and a trigger. For a fix, check recovery and regressions. For an investigation, update the explanation. For a test, apply the agreed decision rule and guardrails.

Your decision record

01   Context, decision, owner and deadline

02   Evidence, assumptions and limitations

03   Options, chosen action and rationale

04   Expected outcome and guardrails

05   Actual outcome and uncertainty

06   Learning, next action and review trigger

Part of the toolkit

Use the right framework at the right moment.

DEAL structures the decision process. These complementary frameworks support the work within it.