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.

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

Each month, you’ll have one to two 45 minute strategy calls with one of SegMetrics’ marketing consultants where we’ll 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.

Additionally, we’ll help you set up custom dashboards in SegMetrics to analyze the KPIs for the funnel, and provide insight into how different segments are performing. Alternatively, we can work to configure the tracking and analytics of one of your campaigns or funnels in lieu of one of the dashboard setups.

Finally, all monthly optimization blueprints include unlimited (within reason) email support for questions beyond standard SegMetrics support. We effort to give complete responses to all questions within 2-3 business days. 

Available Plans

We have 3 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 – $250/m

Includes one 45-minute strategy call per month as well as a single custom dashboard or campaign setup per month.

Advanced Plan – $500/m

Includes two 45-minute strategy calls per month as well as a either two custom dashboards or a dashboard and campaign setup per month.

Custom Plan – $2,500/m~

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.