Done-For-You Account Setup

We built SegMetrics for businesses and agencies like yours, so that you can get started with a minimum amount of stress and headache. But we know that for busy companies it can be difficult to get up and running.

That’s why we offer a done-for-you service in addition to our standard onboarding, to help get your campaigns, ads and marketing all set up with SegMetrics, as well as creation of your initial dashboards and team training.

Work with our dedicated account specialists

We know how sensitive your business data is. That’s why our account specialists are members of the SegMetrics team that we’ve worked with for years, and are bound by the same NDAs and Data Protection Policies that protect your data in SegMetrics.

When you use one of our start-up packages, we’ll work with you to get your marketing and data metrics into actionable dashboards you can use to improve your business.

Here’s what you get:

At the end of the engagement, you’ll have tracking configured across all your marketing properties, as well as a fully tracked marketing funnel, complete with KPI-centric dashboard to help you optimize your marketing.

Site & Ad Setup

We’ll set up the tracking pixel on all your sites, as well as the tracking on any of your current ads. This will include testing through your existing marketing flow to make sure that contacts are tracking correctly throughout your funnel.

Configure Your Marketing Campaign

We’ll effectively configure one of your marketing campaigns with all the touchpoint tags, utm values and product purchases that will enable you to effective optimize your marketing. Campaign size is limited to 30 emails and 20 tag touchpoints.

Setup Your Marketing Dashboard

Together with your team, we’ll determine the core 3 KPIs, and 3 Metrics + Dimensions that are most valuable to monitor and optimize your campaign. We’ll then create an auto-updating dashboard for you based on those metrics.

Standard Operating Procedures & Training

Setting you up for success doesn’t help if your team can’t take that information and run with it. That’s why we provide SOPs and training materials collected over a decade of working with marketers and agencies, to help you get the most out of SegMetrics and your marketing optimization.

Ongoing Support

After the Done-For-You setup, if you’d like to continue working with your account specialist to keep your campaigns up-to-date and running smoothly, let us know. We’re happy to work together in the long-term to help you focus on optimizing your marketing, while we take care of the nitty-gritty.

How to get started

To get started, just fill out the form below. After that, we’ll send you details on next steps, place your $2,500 deposit and connect you with your account specialist. If you have any questions, feel free to email us at