You’re in!
SegMetrics Playbook
Your SegMetrics Playbook is ready!
Click below to download your copy. While you’re here, the full library is unlocked — grab any playbook that matches what you’re working on.
Quick start guideRecommended
How to use the SegMetrics Playbooks
Read this first. It explains the diagnose → fix → measure framework, how to pick the right playbook for your situation, and how to read the benchmarks so you know what “good” looks like for your business.
Grab any playbook. They're all yours.
We’re releasing one playbook a day for the next 30 days!
Lead Magnet
Your lead magnet is getting downloads but not buyers. Diagnose what’s attracting freebie-seekers instead of qualified leads—and restructure it to pre-sell your paid offer.
Opt-in FunnelDownloadPDFLead-Gen Quiz
Quizzes convert 3–5x better than static opt-ins, but only if the segmentation actually drives your follow-up. Build a quiz that qualifies leads from the first click.
Opt-in FunnelDownloadPDFTripwire Offer
Turn a new subscriber into a buyer within minutes. Structure a low-ticket offer that covers your ad spend and identifies who’s ready to buy more.
Opt-in FunnelDownloadPDFOne-Time Offer
The post-opt-in window is the highest-intent moment you’ll get for free. Set up a one-time offer that converts without feeling like a bait-and-switch.
Opt-in FunnelDownloadPDFThank you Page
Most thank-you pages are dead ends. Turn yours into a conversion point that drives the next action—whether that’s a purchase, a share, or a deeper commitment.
Opt-in FunnelDownloadPDFSqueeze Page
A squeeze page has one job: get the opt-in. Strip away everything that isn’t earning the click, and benchmark your conversion rate against what actually works.
Opt-in FunnelDownloadPDFSegmentation Survey
Ask the right questions at the right time and every email after becomes more relevant. Build a survey that segments your list by intent, not just demographics.
Opt-in FunnelDownloadPDFWelcome Sequence
Your first 3 emails set the revenue ceiling for everything that follows. Fix the structural mistakes that train subscribers to ignore you from day one.
EmailDownloadPDFNurture Sequence
The gap between opt-in and purchase is where most leads die. Build a nurture sequence that moves people toward buying without burning your list.
EmailDownloadPDFLaunch Warming Sequence
A launch doesn’t start on launch day. Build the anticipation sequence that primes your list so they’re ready to buy before the cart ever opens.
EmailDownloadPDFEmail sales sequence
Open rates are fine. Revenue per send is not. Diagnose where your sales emails lose buyers and rebuild the sequence that turns sends into sales.
EmailDownloadPDFRe-Engagement Email
Dead subscribers cost you deliverability and distort your metrics. Win back who you can, clean out who you can’t, and stop paying for a list that isn’t listening.
EmailDownloadPDFRegistration Page
Your webinar can’t convert anyone who doesn’t register. Identify what’s suppressing signups and fix the page elements that actually move the needle.
Webinar FunnelDownloadPDFConfirmation Page
The confirmation page is the most overlooked conversion opportunity in your webinar funnel. Use it to boost show rates and pre-sell before the event.
Webinar FunnelDownloadPDFWebinar Attendance
Registrants who don’t show up can’t buy. Diagnose where your show rate is leaking and deploy the reminder sequence that gets people in the room.
Webinar FunnelDownloadPDFWebinar Replay
The replay audience is often larger than the live audience—and converts differently. Build a replay strategy that captures the 60% who didn’t show up live.
Webinar FunnelDownloadPDFPresale page
A presale page’s job isn’t to close—it’s to create enough desire that clicking to the sales page feels inevitable. Diagnose what’s causing drop-off before they see your offer.
Sales FunnelDownloadPDFVSL Page
Your video is doing the selling but your page is losing the buyers. Optimize the elements around your VSL that keep people watching and clicking through to purchase.
Sales FunnelDownloadPDFSales Page
Traffic is arriving but not converting. Walk through a systematic diagnosis of your sales page—from headline to guarantee—to find and fix where you’re losing buyers.
Sales FunnelDownloadPDFOrder Form
You got them to the checkout and they still didn’t buy. Identify the friction on your order form that’s costing you completed purchases at the finish line.
Sales FunnelDownloadPDFPost-purchase Upsell
The moment after a purchase is your highest-trust window. Structure an upsell that increases order value without creating buyer’s remorse.
Sales FunnelDownloadPDFOrder Bump
A well-placed order bump should convert 15–30% of buyers with zero extra traffic. Build one that feels like a no-brainer add-on, not a pushy upsell.
Sales FunnelDownloadPDFDownsell offer
Not everyone can buy the main offer—but they can buy something. Capture revenue you’d otherwise lose with a downsell that keeps the relationship going.
Sales FunnelDownloadPDFCart abandonment
They added to cart and walked away. Diagnose whether it’s price, friction, or timing—then deploy the recovery sequence that brings them back to finish the purchase.
Sales FunnelDownloadPDFCoaching Application Page
Your application page is the first filter for lead quality. Structure it to attract serious buyers and screen out tire-kickers before they ever hit your calendar.
Sales CallDownloadPDFCall Booking
Applications without booked calls are wasted leads. Remove the friction between “approved” and “on the calendar” so qualified leads actually show up.
Sales CallDownloadPDFShow Rate
No-shows kill your sales team’s time and your cost-per-acquisition. Build the confirmation and reminder system that gets booked calls to actually happen.
Sales CallDownloadPDFSales Call
The call is happening but deals aren’t closing. Diagnose whether it’s lead quality, call structure, or objection handling—and fix the one that moves the number.
Sales CallDownloadPDFPost Call Close
Not every deal closes on the call. Build the follow-up system that converts “I need to think about it” into signed contracts within 7 days.
Sales CallDownloadPDFHigh-Ticket Downsell
They wanted to work with you but couldn’t afford the full program. Offer an alternative that keeps them in your world and builds toward the bigger commitment.
Sales CallDownloadPDF
How SegMetrics Works
You have questions.
SegMetrics has answers.
When your data is fragmented across multiple tools, it’s hard to find answers to important questions about your marketing — like which ads bring in contacts with the highest LTV after 3, 6, and 12 months.
SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.
Trusted by 3,000+ Marketers and Agencies
“SegMetrics is perfect for digital training businesses like ours. Since switching to SegMetrics, we’ve been able to rely on our dashboard in ways we just couldn’t with ‘the other guys’.”
“It’s not enough for us to just track our ads right after the first click because someone may convert 6 months later. SegMetrics has made a huge difference in our ability to track what we are actually getting from our paid ads. We can even track the impact individual salespeople are having during the sales process.”
“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working… and how to make it work better.”