Strategic Services

Work with one of our dedicated marketing experts​

To save you time, we offer a range of done-for-you setup services to help you get started with SegMetrics. Whether you want to use SegMetrics for yourself or your clients, you’ll love working with our marketing optimization experts.

Trusted by 3,000+ Digital Marketers
How does it work?
Let us help you with your setup and data analysis with our core services. 

All of our done-for-you clients start with one of our three following core services. These services are focused on getting your marketing funnel and data accurately tracked in SegMetrics. They’re perfect for you if you: 

  • Have many moving parts to your funnel
  • Would like some help digging into your data
  • Want to ensure your tracking is fully optimized

Afterwards, purchase additional standalone services à la carte as you need.

To get started, use the purchase links on the individual service page to purchase the service(s) you’re interested in. If you have any questions, feel free to email us at

“Not having the visibility in the business that we get in the day-to-day reports through SegMetrics would be pretty scary. If you don’t have daily visibility into your back-end data and you don’t have the right attribution, you’re leaving a ton of money on the table. We doubled our business since last year.

Ian Chew — Founding Executive, Seminal

Core Service

Done-For-You SegMetrics Setup


Our team will take care of everything you need to get started with SegMetrics. This is our white-glove, comprehensive setup option. By the end of your Done-for-You Setup, you’ll have:

  • A thorough tracking setup for your funnel and tooling
  • Custom reports and dashboards, built for your exact analysis needs
  • Personalized trained on the skills you need to make the most of your data

Altogether, the full done-for-you setup includes these services:

  • Initial Funnel
  • Roadmapping
  • Consultation
  • Website, Campaign Tracking, And Tagging Setup
  • Dashboard Setup
  • Nurture Campaign Setup
  • Team Training
    Training SOPs

Plus, when you order the full Done-for-You Setup package, you’ll save 10% ($500) compared to buying each of the included services individually.

Core Service

Initial Funnel Roadmapping Consultation


You’ll have an initial 50-minute call with one of our marketing optimization experts to learn about how your marketing funnels work, the platforms you use, and your business priorities. We will then discuss which metrics you wish to track along with suggesting KPIs you didn’t know were possible. (Included with the full done-for-you setup)

After the call, you’ll receive a copy of your funnel modeled in Miro, a custom SegMetrics dashboard, and a tag planning document. You can then either implement the roadmap yourself, or we can use it to inform other done-for-you work together.

Core Service

Done-with-You Setup + Funnel Optimization


You’ll have a regular monthly call with one of our marketing optimization experts.

During these calls, we’ll work with you to setup your SegMetrics account, analyze your data, and optimize your funnels. We’ll go over your data with you, analyze your previous months’ performance, and discuss opportunities to further improve your funnel.

Calls are 45-minutes long.

Standalone Add-On Services

With our standalone add-on services, you can build your own bundle. 

  1. Start with one of the three core services
  2. Pick the add-on services that you need and build a package that fits your business (and budget) perfectly

You do need to work with us on one of our three core setup services first before purchasing any add-on services.

Additional Service

Tracking and Tagging Setup


We’ll set up the tracking pixel for all your websites along with external tools such as your webinar platforms, then talk you through setting up the SegMetrics tracking links for all of your current ads. Then, we’ll test each flow to ensure SegMetrics is correctly recording your full customer journeys.

Additional Service

Team Training Call


Get answers to your team’s questions about SegMetrics and ‘do this, not that’ training on how to best use SegMetrics. You and your team will have a call with us to talk through SegMetrics, your dashboard and reports, and your training questions, helping your team to get the most out of SegMetrics.

Additional Service

Standard Operating Procedures


Get standard operating procedures on how to best use SegMetrics. You’ll get access to the ‘do this, not that’ SOPs in our training library.

Additional Service

Dashboard Setup


Custom dashboards pull in metrics from every aspect of your marketing to a central overview. You’ll meet with a member of our team, talk through the KPIs, metrics and dimensions that are most valuable for your specific setup (whether it’s ad ROI or upsell performance), and then we’ll set up your custom dashboard for you. 

Additional Service

Nurture Campaign Setup


Funnel reports give you a granular view of how leads are moving from one step to the next. You’ll meet with a member of our team, talk through the key stages of one of your nurture campaigns you want to measure and any contact tags you need to implement, and then we’ll set up your custom funnel report for your nurture campaign.