Ever watch a project go from "we need a few tweaks" to a full-blown site restructure in a single meeting? That's exactly what happened last week with a client I'm working with.
What started as a conversation about updating some branding elements quickly evolved into addressing fundamental UX issues that were killing their conversion rates. The insights are worth sharing because they apply to pretty much any B2B company selling knowledge products.
This client offers specialized regulated technology training options. Their content is excellent, but their digital presence wasn't doing it justice. The training modules were scattered across different sections of the site, pricing was confusing, and the purchase process felt like navigating a maze.
Sound familiar? It's a common pattern with subject matter experts: they know their stuff cold but struggle to package and present it in a way that makes sense to buyers.
The first major insight came when analyzing how visitors were navigating to their specific training. Despite having some of their most valuable content, these modules were buried three clicks deep in a generic training catalog.
The solution? Create a dedicated "Learning Center" specifically for the training courses and tracks the audience could take. This isn't just about slapping a new label on existing content – it's about:
This approach works because it shortens the decision journey. Instead of forcing prospects to sift through everything to find what's relevant to them, you're essentially saying "this entire experience was built specifically for people like you - here it is."
The second major revelation came when discussing their purchase flow. The client was using a standard e-commerce setup through their website platform, which worked fine for single purchases. But most of their actual buyers wanted multiple training modules.
The problem? There was no easy way to bundle products or apply automatic discounts for multiple purchases. Customers had to contact sales for custom quotes if they wanted package pricing.
This is a classic case of leaving money on the table. When you make it hard for people to buy more from you, they often buy less.
We identified three specific fixes:
For B2B purchases especially, reducing friction at the point of sale often has a bigger impact on conversion than any amount of marketing or content optimization upstream.
The third insight came from a seemingly minor observation: their certification programs were tucked away under an "Additional Resources" section rather than featured prominently in the main navigation.
This placement was unintentionally sending a message that certifications were an afterthought, when in reality they were among the highest-value offerings with the best margins.
Your site architecture isn't just about organization – it's a value statement. Items in primary navigation are perceived as more important than those buried in submenus.
We reorganized the navigation to elevate certifications to the main "Training" dropdown, giving them equal prominence with other core offerings. This simple change required no new content or design work, just a reconsideration of information hierarchy.
Perhaps the most interesting discussion centered around the visual design of their training materials. The client had been using a very traditional, conservative design system – think navy blue, serif fonts, and stock photos of people in suits looking at paperwork.
This made sense for their traditional clients, but was actively repelling their growing younger professional audience, who found it dated and disconnected from their world.
The solution wasn't to completely abandon their established brand, but to create a visual sub-language specifically for the tech-focused materials:
This approach maintained brand cohesion while acknowledging that different segments respond to different visual cues. It's not about being trendy – it's about removing unnecessary barriers to connection with your audience.
What started as a conversation about website updates ultimately revealed something more fundamental: this company didn't just need better presentation of their existing offerings – they needed to rethink how those offerings were packaged and sold.
By creating intentional bundles and learning paths, they could:
This is a critical point that many B2B companies miss: your bundling strategy isn't just a pricing tactic – it's a fundamental part of your product strategy. How you package your offerings shapes how customers perceive their value.
With these insights in hand, we developed a phased implementation plan:
Phase 1 (Immediate Wins):
- Reorganize navigation to elevate certifications
- Standardize module thumbnails with the new visual treatment
- Implement basic bundling functionality for most common combinations
Phase 2 (Within 30 Days):
- Launch the dedicated Learning Center with segment-specific design
- Develop automated discount structure for multi-product purchases
- Update all certification page designs with the refreshed branding
Phase 3 (Longer-Term):
- Create segment-specific learning paths that guide customers through progressive modules
- Develop additional supporting resources to enhance core training value
- Implement advanced analytics to track cross-selling effectiveness
What's fascinating about this project is that none of these changes required developing new core content. All the valuable training material already existed. The transformation came from rethinking how that value was organized, presented, and sold.
For B2B companies selling knowledge products – whether training, research, or advisory services – the way you package and present your expertise often matters just as much as the expertise itself.
The best content in the world won't convert if prospects can't find it, understand its relevance to their specific situation, or easily purchase it in the way they prefer.
Sometimes the biggest marketing wins don't come from creating more content or driving more traffic – they come from simply making it easier for people to buy what you already offer.