SPECIAL SERIES ==> Quick Tips for Forms That Convert! <== | BATHROOM Break #74 COLLAB: The Marketing Millennials + Do This, Not That

22 Sep 2025 · 13 min

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In short

Podcast Notes: Do This, NOT That: Marketing Tips with Jay Schwedelson

Episode Overview

  • Episode Title: SPECIAL SERIES ==> Quick Tips for Forms That Convert! <== | BATHROOM Break #74 COLLAB: The Marketing Millennials + Do This, Not That
  • Description: This episode features a collaborative effort between Jay Schwedelson and Daniel Murray, providing humorous anecdotes intertwined with valuable marketing insights, especially focused on optimizing forms to boost conversions.

Key Themes

  1. Personal Anecdotes and Humor
  2. Daniel shares a humorous story of a parenting mishap during a business call.
  3. Jay recounts an experience with a bird, adding levity to the discussion.
  1. No-Scroll Forms
  2. Jay highlights the effectiveness of a "no-scroll" form that significantly increased conversion rates by 60%.
  3. This form design keeps users focused on completing the action without distractions.
  1. Two-Step Forms
  2. Daniel suggests using two-step forms to capture emails easily and streamline the data collection process.
  1. Importance of Social Proof
  2. Quantifiable Testimonials: Testimonials should provide specific, measurable benefits to the user to enhance credibility and relatability.
  3. Integrating logos of well-known clients can further bolster trust in the brand.
  1. Effective Call to Action (CTA)
  2. Strong, action-oriented wording for CTA buttons is crucial. Avoid generic terms like "Submit"; instead, use phrases like "Yes, I'm in!" or "Send it my way!".
  3. This button acts as the closing statement in the user journey.
  1. Micro Copy and Reassurance
  2. Adding micro copy (e.g., time estimates) can alleviate user concerns and improve conversion rates.
  3. Progress bars are recommended for multi-step forms to manage user expectations.
  1. Site Performance
  2. Ensuring fast site speed is essential; slow loading times can adversely affect conversion rates.
  1. Auto-Fill Capabilities
  2. Allowing auto-fill for returning users can enhance user experience and simplify form completion.

Key Takeaways

  • Testing and Optimization: Always be willing to test and retest different form designs and approaches to find what works best for your audience.
  • Empathy in Design: Understand your audience's mindset and design forms that are easy and intuitive to complete.
  • Balance Functionality and Aesthetics: While focusing on form structure, ensure that the visual elements support usability without overwhelming the user.

Best Moments

  • Funny Stories:
  • Daniel's baby carrier experience leads to a hilarious story of an unexpected poop explosion during a business call.
  • Jay shares his own comedic moment involving a bird, emphasizing the chaotic nature of parenting and life.
  • Marketing Insights:
  • Discussion on how to reframe weak offers into compelling calls to action.
  • Various tips on leveraging social proof effectively to enhance conversions.

Conclusion This episode of "Do This, NOT That" provides a unique blend of humor and practical marketing advice, particularly focused on optimizing forms for better conversion rates. By integrating insights from behavioral psychology and user experience design, marketers can significantly enhance their strategies and outcomes.

Follow the Hosts

  • Jay Schwedelson:
  • [YouTube Channel](https://www.youtube.com/@schwedelson)
  • [TikTok](https://www.tiktok.com/@schwedelson)
  • [Instagram](https://www.instagram.com/jayschwedelson/)
  • Daniel Murray:
  • [LinkedIn](https://www.linkedin.com/in/daniel-murray-marketing/)
  • [The Marketing Millennials Podcast](https://podcasts.apple.com/us/podcast/the-marketing-millennials/id1527434899)

Further Listening

  • Tune in to the next episode to discover more actionable marketing insights in the ongoing series "The Bathroom Break".

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Transcript

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0:01Welcome to a new special series called The Bathroom Break. that extra 10 minutes you either have to listen to marketing tips or use the bathroom or both but i don't recommend both but that's your choice this collab is going to be super fun we have daniel murray from the marketing millennials and me jay schwetelson from the do this not that podcast and subjectline.com each episode in the series we are going to go over quick tips about different marketing topics and if you want to be in the bathroom fine just don't tell us about it. Thanks for checking it out. We are back from, for the bathroom break.

0:35This is Jay Schwetelson from Do This Not That podcast. I'm here with Daniel Murray, the marketing millennial. And right before recording, Daniel goes, oh, I got to tell you the funniest story. I go, wait a minute, hit record. And so I have no idea what's about to come out of Daniel's mouth. So what's going on? Jay's like, tell me some baby stories. But yesterday I was, I put the baby in the carrier, like the carrier on me for the first time ever. And I had a, I was like, I'm going to do this for a call. And one minute into the call, the baby just poops and the poop's dripping down his leg everywhere.

1:08And he's never done this anymore. Explosion everywhere, dripping down his leg, everything. And I'm sitting in this meeting smelling his poop. And then the minute he poops, he falls asleep on me. So I'm like sitting, I see yellow and green just dripping down his leg all over my shirt it's the worst experience of my life um and i should ari comes and starts dying laughing in the call this is like an important call this is like with like and i'm like what come on baby your first time in your career you're shitting all over me it's terrible so we're talking about bathroom break he took a bathroom break while i was on a call that is amazing did you stop you're like listen i need to make could they see it or you just no the baby was here that was fine they i'm like here's the baby they were like i made it all cute but i just felt him doing it and i'm like and then the smell just keep kept coming the whole meeting it was not fun oh my god that sounds like a great day way to go i want there should be like a video of you after it happened call angel like all right get this off of me it was like that and And then also, Ari took a picture of all the...

2:18We had to get rid of his outfit. It was so bad. We tried to wash it. It was so bad. So he wasn't into that call, basically. No, we had to do a hospital sink bath where you just hold him up and just splash water. It was that bad. That's amazing. Well, speaking of that bad, that's what this episode is going to be. Listen, what we're talking about today, hard-turned pivot here, we're talking about forms. and where you take people to and things you can be doing to convert on those forms. And I'll tell you why we're talking about that. For my own company, we just started testing something that is crushing it.

2:53It's changed our conversion rates, which I don't know why. Everyone's like, well, we've been doing that for years. But we never have, which is a no-scroll form. All of our forms, whether it's for our events or our clients or agency clients, whatever, you take them to a page, there'll be a form there, and you scroll down a little bit for more information. maybe there's a video, but anything. We came up with this form that you can scroll. There's nothing. You're stuck on that one page and there's not a lot of fields. And our conversion rates went up by like 60 % just by not having any ability to scroll.

3:24So coming out of that, I'm like, now I want to retest everything I know about forms. So if you've never done a no scroll page, do it. Daniel, what is your go-to on forms? My go-to is the same principle as a no scroll, but two-step, I think you need to have the first field just grab an email because you need to be able to remarket, retarget. I think a lot of time what happens with forms is even if you have a form with four or five fields, people just stop and say, why am I giving this information? But an email is easy to grab. And the second form just have a couple of fields to convert them. I think that you need to get to the least amount of fields as possible, but the most amount of fields in the sense to get who your ICP is, especially for the B2B side of the business.

4:18Obviously, e-commerce is different, but what I like to do, and I've seen work tried and true, is always the two-step form or quiz forms or quiz forms. Quiz forms are great. I love those. And in general, what happened is somebody clicked on something and they went to the page, whether it's for a consumer product, business, nonprofit, doesn't matter. And now you're trying to close the deal. You have to get in their mindset. And the number one thing you need to have on that page is social proof. Now you're like, oh yeah, we have a testimonial on there. It says, uh, you gotta, we love this product.

4:51It's amazing. That's garbage testimonial. So you want to have a quantifiable testimonial. A quantifiable testimonial is, uh, when I bought this, it saved me$27 a month and improved my life or my team saved 12 hours a month because it's so productive. You need something where the person can see themselves. And when you have a quantifiable testimonial, it'll increase your conversion rates by over 15 % versus a regular testimonial. But what are other social proof elements, Daniel, that you can have right there in the form that actually help get conversions? I mean, obviously, logos like that company.

5:27So if you can get to a place where you understand, And if you have something in the background that anonymizes the visitors, you can get to a place that changes logos for who comes on your site. So if it's a small business show, small logos, if it's a medium business show, that's one way. I also think that a lot of people, when they're looking at conversion, they don't look at the offer. I think, and this is the biggest thing that I've seen in conversion is how you're formatting your offer. because request a demo is not an offer. Like you need to have something that says like save 20 % today and then also have it on the top.

6:12Like if you fill out the form today, you need to have the offer front and center because nobody is going to just give you information for nothing in advance or fill out your form to get like fast track to someone. You need to have something that is action-based, not just saying, click here. Yeah, 100%. And also, as it relates to closing that deal, you may say to yourself, well, I don't have a bunch of client logos to put there or whatever. But you do have logos. You have logos of people that you're partnered with. You could have put random awards that you have won. It doesn't matter if it's the most meaningless award.

6:49You need to put stuff on that page where the person's going to feel more confident in the decision that they're making. And also that call to action button, that final button, if it says submit, you should quit your job. You're doing a horrendous job because that's ridiculous. It needs to say, yes, I'm in. Yes, I order right now. Yes, send it my way. That call to action button, that final button is your closing statement. And if you're actually not doing an A-B test on the words on that button, you're leaving an incredibly important variable on the table. Sometimes I like also like micro copy for like reassurance, like we'll never spam you or this only will take 30 seconds to fill out.

7:34Like give them a reassurance in the copy that this is going to how long it's going to take. Or if you do a multi-step format, like a progress bars, a very good thing. But one thing I also, two things that are not like really formulated, but will help this conversion is make sure that like site speed is good because the last thing you want to do is have that load really slow. So make sure that you're not overloading the site that makes it images load slow, copy load slow, because that can, that could really hurt your conversion if you do that. And another thing I like to do, if you can, if you the next level of forms is if you have any way to get autofill capabilities of because sometimes it's just someone's second form fill.

8:28For example, if you have downloadables on your website or stuff like that, you want to be able to the next time they come on the form, they only have to fill out one or two fields. You shouldn't be making people fill out things multiple times. And if you have a process where you're giving an email for a newsletter and the next time they come to the site, the email newsletter capture has two forms. The next one, you only give the extra three. You need to have ability to auto fill form films when they come to your site again. Dude, on subjectline.com, the number one complaint that we get is people saying, I already filled this out.

9:10Why don't I fill it out? Because a lot of people have their cookies turned off or whatever, and they don't even realize it and all this whatever. And so sometimes we can't autofill, which is the most annoying thing. I want to autofill for everyone because I agree with you. It is the tactic to do. So everybody out there, if you're angry at me, it's not my fault. So let me ask you a question. Going back to the baby Bjorn. I think that's what it called. That kind of like. So are you talking about the thing that's like when you hold your baby, are you talking about the thing that looks like you're like a hippie and it's like a sack?

9:39Or are you talking about the thing that looks like you're about to parachute and your kid's in the parachute? Like about a parachute. The problem with that thing that always scared me with my kids. And I don't know if you've used it since you had the crap explosion, but like I never felt confident in the contraption. So like I would walk around and still hold my kid. I could see. from what the stories you told me how you were very paranoid at the beginning i think that and also when you probably did that it probably was gonna why did you get together properly um because probably but i do i do i think for the first like five times like i this is the first time i had him in there for like hands free right right but like the first five times i'm like am i suffocating the kid is his legs okay am i gonna break his hips like you know you go through these like checklists and you have like and then i'm looking at is it squeezing him too hard is he gonna overheat and i'm freaking out and he's just chilling sleeping and i'm freaking out as a parent it's not uh it's that's that's the issue is like there's so many variables that you don't know and um i'm so envious of whenever i see people that are like parenting their kid and they're so chill I'm like dude I I want to be that chill I am not that chill with anything in my life not even like watching tea I can't chill out I need to work I need to meditate people say that's usually like the parent that has two kids or three kids are always like the chill like they look they're like I've done this before I don't know about you but you you had them you had your kids back to back so yeah no I I kids now when like little kids come over my house to me it's like friends that are coming with it stresses me out i can't handle it i'm like they're gonna bang into something it's gonna be my fault i can't i can't handle it stress yeah ari's um dad has a a fence around his pool because he lives near an elementary school but but he lives he doesn't have any kids and he's also he has a fence because he's scared he's a lawyer he's scared that a kid's gonna wander in his backyard and fall into the pool so he has a fence that he's so it gets in case He's the one kid that falls into these, like hops the fence, comes into his backyard and falls into the pool.

11:53So that's the reason he has it. He has no kids come to his house at all. That's amazing. Wow. Yeah. Very nervous. Well, this has been another amazing episode of The Bathroom Break. And listen, we had the ultimate. Daniel had the bathroom break on him this week. So we'll have to see what happens next week. Oh, wait, wait, wait. We also should tell that you actually had a bathroom break on you this last week too. Oh, yeah, yeah. Bird crapped on me. That was not great. That was not ideal. But you know what's so funny? I put that in my newsletter, that bird runs the bathroom on me. And I got inundated, like, that's good luck.

12:23And I'm like, I don't know what to do with that information. It doesn't feel like good luck in the moment, but great. I'm rolling in bird crap. But amazing. Well, this is the bathroom break, and we've had multiple bathroom breaks on us this week. All right. Go follow Daniel's show, The Marking Millennials, or Do This, Not That. And we'll catch you at the next one. Daniel, come on, man. I got to get back to work. Get out of there. All right. While he's still in there, this is Jay. Check out my podcast, Do This, Not That for marketers. Each week, we share really quick tips on stuff that can improve your marketing and hope you give it a try.

13:00Oh, here's Daniel. He's finally out. Back from my bathroom break. This is Daniel. Go follow the Market Millet podcast, but also tune into this series. It's once a week, the bathroom break. we talk about marketing tips that we just spew out. And it could be anything from email, subject line, to any marketing tips in the world. We'll talk about it. Just give us a shout on LinkedIn and tell us what you want to hear. Peace out. Later.

From the publisher

Parenting mishaps, exploding diapers, and even a surprise bird incident somehow all tie back to smart marketing takeaways in this Bathroom Break collab between Jay Schwedelson and Daniel Murray. From no-scroll forms that skyrocket conversions to why your CTA button text might be killing deals, this one is equal parts messy, funny, and surprisingly useful.

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Follow Daniel on LinkedIn and check out The Marketing Millennials podcast for sharp, no-fluff marketing insights. Subscribe to Ari Murray’s newsletter at gotomillions.co for sharp, actionable marketing insights.

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Best Moments:

(01:00) Daniel’s first baby carrier experience turns into a poop explosion mid-call

(02:56) Jay reveals how a no-scroll form boosted conversions by 60 percent

(03:35) Daniel explains why two-step forms make capturing emails easier

(05:00) Why quantifiable testimonials beat generic praise every time

(06:45) The danger of weak offers like “Request a demo” and how to make them action-based

(07:12) Why your CTA button text should never just say “Submit”

(07:30) Small copy details that build trust, like time estimates and progress bars

(12:13) Jay shares his own “bathroom break” moment courtesy of a bird

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Check out Jay’s YOUTUBE Channel: https://www.youtube.com/@schwedelson

Check out Jay’s TIKTOK: https://www.tiktok.com/@schwedelson

Check Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/

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SPECIAL SERIES ==> Quick Tips for Forms That Convert! <==Do This, NOT That: Marketing Tips with Jay Schwedelson · 13 min
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