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On theory is that the GOOD traffic were the ones that click though the muck in order to find your site. The BAD traffic gave up soon or settled on one of the higher results. Were some of the higher ranked sites just not good at all?
Hope my guesses have helped.
Those on MSN find my index page due to a zeal listing but they do travel to the contact page.
Perhaps it is a marketing operation.
We often think of hits and visitors relating to spiders, bots and good old customers but, the internet - by its very nature is a research too and many sales offices use it for generating leads.
When I see traffic go to my contact page I generally suspect the marketing people.
I also tend to believe (just a hunch) that many people don't end up buying from the best site. They just buy at the site they happen to be visiting when they finally get tired of shopping. This theory would give a conversion ratio bonus to sites 3-5 in the serps.
Just my opinion.
Is Google traffic less likely to use the form than traffic from other se's for the same query?
I don't think Google fans are a different breed.
Is the form submission time sensitive (Are users more likely to contact vendors directly as the seasonality wanes or deadlines approach)?
I have run various tests on forms v traditional email enquiries. Forms lost. The majority clicked the email link as opposed to filling out their info on a form.
Maybe the percentage of folks entering on the contact page has gone down since the index page has moved to number 1. (That seems likely)I'd buy into that one, the index page is the entry page now, whereas previously they found the contact page first. IMO