FUNNEL ROADMAPPING

Make Every Step in Your Funnel Pull Its Weight

Work 1:1 with SegMetrics’ Head of Strategy to map your funnel, identify tracking gaps, and build a custom tagging framework that unlocks clean, actionable growth.

Clear ROI

Get a clear picture of which touchpoints drive LTV

Data-Driven Decisions

Learn how to use your marketing data to optimize your business

White Glove Service

Skip the technical logistics and set-up hassles

Trusted by 3,000+ Marketers and Agencies

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What is funnel road-mapping?

Funnel Roadmapping is a deep dive into your marketing funnel — led by SegMetrics’ Head of Strategy. We’ll help you define, document, and measure every critical touchpoint, from first click to final sale.

How it works: We’ll map your full customer journey, identify tracking gaps, and create a custom tagging framework so you can trust and use the data behind every metric. 

This process connects your marketing actions to real business outcomes — giving you the clarity, structure, and visibility to optimize what matters most.

Data-driven decision-making starts with data. Unlock the data you need to optimize your funnel.

Inside the Funnel Roadmapping process

STRATEGY SESSION

Start with the right questions

Meet 1:1 with SegMetrics’ Head of Strategy to map out your marketing ecosystem, uncover data blind spots, and define exactly what you want to track in your funnel — and why.

FUNNEL MAPPING

Blueprint your funnel flow

We’ll collaborate in real-time to model and troubleshoot your funnel. Your funnel map becomes a shared, visual source of truth to guide tagging, dashboards and data decisions.

TAGGING FRAMEWORK

Turn actions
into insights

We’ll translate your funnel map into a tagging framework that captures every critical interaction, event, and conversion.

CUSTOM DASHBOARD

Track your funnel in real-time

Your funnel isn’t just mapped — it’s now measurable. We’ll build a custom dashboard that gives you instant visibility into what’s working and what’s not across your full funnel.

Do you have questions?

If you have questions about any of these services, what’s included, or how to get started, reach out to us at support@segmetrics.io.

Joanna Wiebe, CopyHackers

Joanna Wiebe

Founder, Copyhackers

“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’.”

brandan dubbel

Brendan Dubbels

Senior Partner Manager, Ontraport

“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.”

Eben Pagan

Founder, Eben Pagan Training

“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.”

Discover the untapped profits hiding in your marketing

More ways to get help

Discover other ways that SegMetrics can help you make the most of your analytics.
Done-For-You Analytics
Implementation

Our complete solution for getting the maximum return ASAP.

Funnel Roadmapping
& Tagging Framework

We’ll create a comprehensive tracking and reporting strategy for your business.

Dedicated Account Manager

Get 1:1 priority support from a dedicated Account Manager.

Funnel Roadmapping FAQ

What is Funnel Roadmapping?

Funnel Roadmapping is a strategic service where SegMetrics helps you define, map, and measure every step of your marketing funnel. You’ll work with SegMetrics’ Head of Strategy to create a visual funnel model, a custom tagging plan, and a SegMetrics dashboard that turns your customer journey into actionable, trackable data.

You walk away with three core deliverables and expert guidance:

  1. Visual Funnel Map – A step-by-step blueprint of your acquisition, nurture, and conversion paths.
  2. Custom Tagging Framework – A tracking taxonomy for campaigns, channels, offers, and lifecycle events.
  3. Custom SegMetrics Dashboard – Pre-built to mirror your funnel structure and surface KPIs, drop-offs, and revenue impact.

Plus, you receive personalized tracking and growth recommendations from SegMetrics’ Head of Strategy.

The full process typically takes 2–3 weeks, depending on your availability. It includes a strategy session, funnel blueprint, tagging framework, and the delivery of your custom dashboard.

Ideal for founders, marketing leaders, and ops teams who need:

  • Clear visibility into lead-to-revenue performance
  • A scalable framework before launching new campaigns or channels
  • Alignment between marketing, sales, and finance on funnel KPIs
  • Reliable data to guide budget allocation and CRO efforts

If you’re scaling fast—or struggling to connect leads, sales, and ROI—Funnel Roadmapping is a game-changer.

Funnel Roadmapping costs $1,250. This includes the strategy consultation, custom funnel modeling, tagging documentation, and a ready-to-use SegMetrics dashboard.

In addition to Funnel Roadmapping, there other ways to work 1:1 with SegMetrics’ Head of Strategy: