Core Service

Done-with-You Setup + Funnel Optimization

  • 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 focus your marketing for the next quarter?

SegMetrics’ Done-with-You + Optimization service may be for you!

Your Investment: $250/month

Work with our dedicated marketing experts

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. When you work with one of our marketing experts, you’ll get ‘do this, not that’ advice on how to optimize your marketing and get set up with SegMetrics.

“What’s included?”

This is an ongoing, done-with-you service to help you get set up with SegMetrics and optimize your marketing and funnels.

You’ll meet with one of our marketing optimization experts ongoing, get ‘do this, not that’ advice on how to optimize your marketing, and get set up with SegMetrics.

  • Once you book this service, in your first month, you’ll start with an initial 45-minute introductory session. On that call, we’ll talk about your business at a high level, as well as the goals you want to achieve with SegMetrics and during our work together.
  • After your initial call, we’ll schedule our first strategy session to start your done-with-you setup and marketing optimization.
  • After that, each month, you’ll get on a 45-minute strategy session 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 your CRO approach and vice versa. 

These calls will be recorded and provided as a reference for you and your team.

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

We can also work together on a call to:

  • Build new custom dashboards for your marketing funnels
  • Configure the tracking and analytics of one of your campaigns or funnels.
  • Analyze your KPIs and provide insight into how different segments are performing

The call is your time to accomplish whatever you want.

Available Done-with-You Plans

We have 4 plans available to best fit your budget and marketing needs.

Done-with-You Setup + Optimization engagements are booked ongoing and billed monthly. We’d like to work with you for a 3 month minimum so we can get up to speed on your account, marketing, and funnels. (You can cancel anytime after the first three months.)

Standard Plan ($250/month)

Includes one 45-minute strategy call per month in addition to the kickoff call ($250/month)

Advanced Plan ($500/month)

Includes up to two 45-minute strategy calls per month in addition to the kickoff call ($500/m)

Weekly Plan ($1,000/month)

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

Custom Plan ($2,500/month)

Similar to a strategic consulting engagement, we’ll work with you to develop a marketing strategy and provide insights and actionable recommendations from your SegMetrics analytics.

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Schedule your Done-with-You Setup

To get started,use the links above/below to select the package of your choice. (Don’t worry, you can adjust this at any time.)

Once you select your link and put down your initial (first month) deposit, you’ll be redirected to a Calendly booking link to schedule your initial 45-minute introductory session.

After that, you’ll meet with our marketing and optimization expert, discuss your business and goals, and schedule your first strategy session.

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

“Do you have questions?"

If you have any questions about this service, what’s included, or how to get started, feel free to email us at