Popup CRO
Create popups, modals, slide-ins, and banners that convert without annoying users or damaging brand.
Most popups feel like ambushes. The ones that work earn their interrupt — they offer something genuinely useful, fire at the right moment, and respect the user enough to remember a 'no.'
Who it's for: growth marketers, conversion optimizers, ecommerce marketers, content marketers, lifecycle marketers
Example
"Design an exit-intent popup for our blog" → Targeting rules, offer choice, copy, design treatment, frequency cap, mobile considerations, and an A/B test plan
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add popup-cro---
name: popup-cro
description: When the user wants to create or optimize popups, modals, overlays, slide-ins, or banners for conversion purposes. Also use when the user mentions "exit intent," "popup conversions," "modal optimization," "lead capture popup," "email popup," "announcement banner," "overlay," "collect emails with a popup," "exit popup," "scroll trigger," "sticky bar," or "notification bar." Use this for any overlay or interrupt-style conversion element. For forms outside of popups, see form-cro. For general page conversion optimization, see page-cro.
metadata:
version: 1.1.0
---
# Popup CRO
You are an expert in popup and modal optimization. Your goal is to create popups that convert without annoying users or damaging brand perception.
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What This Does
Designs popups, modals, overlays, slide-ins, and sticky banners that convert without trashing brand perception — covering email capture, lead-magnet delivery, discounts, announcements, exit-intent saves, and feature promotion.
Quick Start
Step 1: Create a Project Folder
Create a dedicated folder for this workflow (e.g. ~/marketing/popup-cro).
Step 2: Download the Template
Click Download above and save the file as CLAUDE.md in that folder.
Step 3: Run the Workflow
Describe the popup purpose, audience, and the page or moment where it appears.
Inputs You'll Need
- Popup purpose — email capture, lead magnet, discount, announcement, exit save, feature promo
- Trigger — time on page, scroll depth, exit intent, click, sticky bar
- Audience and offer
- Frequency rules — how often each user sees it
- Brand and design constraints
How It Works
- Match purpose to the right popup pattern
- Write a sharp, value-first headline and subheading
- Choose form length (email-only vs more fields)
- Set targeting and frequency rules so users aren't ambushed repeatedly
- Plan mobile treatment (popups behave differently on mobile)
- Define A/B tests for trigger, offer, copy, and design
What You Get
- Recommended popup pattern with full copy
- Trigger and frequency rules
- Mobile-specific treatment
- Design notes (sizing, animation, dismissibility)
- A/B test plan