Monthly Optimization Blueprint

Not sure what to make of the data? Want some extra help setting up and understanding your marketing dashboards? Just want to talk with a marketing consultant to help understand where to focusing your marketing for the next quarter?

SegMetrics’ Monthly Optimization Blueprint may be for you.

Work with our dedicated account specialists

An effective sales funnel is one of the most effective ways to greatly increase both your lead generation as well as your overall revenue – and optimizing that funnel is the key to increasing the lifetime value of your leads.

What’s Included

During the first month, we’ll start with an initial 45-minute introductory session that you’ve already booked. On that call we’ll talk about your business at a high level, as well as the goals you want to achieve during our work together. After the initial call, we’ll schedule our first strategy session to start your marketing optimization.

After that, each month, we will get on 45-minute strategy sessions where we will go over the previous marketing improvements, as well as discuss future strategies. During these strategy sessions, we will touch on both the strategic and technical parts of your business, and how your day-to-day marketing efforts can improve our CRO-approach and vice versa. These calls will be recorded and provided as reference for you and your team.

Many clients find it helpful to talk about future content generation strategies, and understand the marketing trends that we’ve seen, such as which audiences are responding to which optin magnets, and what type of content is getting the best results.

We can also work together to build new custom dashboards for your marketing funnels on the call, and to analyze your KPIs and provide insight into how different segments are performing. We can also work together to configure the tracking and analytics of one of your campaigns or funnels.

The call is your time to go accomplish whatever you want.

Available Plans

We have 4 plans available to best fit your budget and marketing needs. Optimization Blueprints are booked in 3-month blocks and paid monthly through the credit card on file with SegMetrics.

Standard Plan

Includes one 45-minute strategy call per month in addition to the kickoff call.

Advanced Plan

Includes two 45-minute strategy calls per month in addition to the kickoff call.

Weekly Plan

Includes four 45-minute strategy call per month in addition to the kickoff call.


Custom Plan

The custom plan is similar to a standard strategic consulting engagement. We’ll work with you to develop a marketing strategy and provide insights and actionable recommendations from your SegMetrics analytics.

Getting Started

To get started, fill out the form below, and we’ll get in touch within 2-3 business days to discuss next steps.

Please note that spaces are limited, and this service is on a first-come, first-serve basis.