Strategic Consulting - Segwik

Stronger Relationships. Smarter Business.

Your small business thrives on personal connections—your CRM should too. Segwik helps you streamline communication, automate follow-ups, and nurture client relationships effortlessly.

See How Segwik Solves Your Challenges

Your Business is Personal—Your CRM Should Be Too

Running a small business means balancing personal and professional relationships every day. Traditional CRMs don’t understand that—but Segwik does.

  • Centralize all client communications in one place.
  • Automate follow-ups while keeping them personal
  • Never miss an inquiry or opportunity again

With Segwik, you can focus on what truly matters—building strong connections and growing your business.

Solve Your Biggest Business Challenges

Stay on Top of Client Communications & Follow-Ups

Never let an opportunity slip through the cracks.

  • Centralize calls, texts, emails, and social media messages in one place
  • Automate follow-ups with AI-powered reminders
  • Keep track of every conversation effortlessly

Optimize Scheduling & Time Management

Spend less time managing appointments and more time growing your business.

  • Automate job scheduling and real-time updates
  • Sync calendars to avoid conflicts and missed meetings
  • Send automated reminders to reduce no-shows

Boost Lead Flow & Client Outreach

Turn new connections into loyal customers with consistent engagement.

  • Automate multi-channel outreach (email, text, and social media)
  • Follow up with leads instantly to keep them engaged
  • Use pre-built workflows to nurture relationships over time

Centralize Job & Service Inquiries

Never lose track of a potential client or job request.

  • Consolidate calls, emails, and social media inquiries into one dashboard
  • Get real-time notifications for quick responses
  • Assign and track inquiries to ensure follow-through

Capture & Convert Missed Calls

Every missed call is a missed opportunity—Segwik makes sure you never lose one.

  • Get instant alerts when a call is missed
  • Automate follow-ups via text or email to re-engage potential clients
  • Track missed calls and responses in one system

Automate Long-Term Client Engagement

Keep customers coming back with ongoing, personalized interactions.

  • Set up multi-stage follow-up campaigns tailored to each client
  • Automate service reminders, check-ins, and special offers
  • Maintain strong relationships to encourage repeat business

Speed Up Quotes, Approvals & Payments

Make it easier for clients to say "yes" and get things moving.

  • Generate and send quotes automatically
  • Automate follow-up reminders to speed up approvals
  • Streamline payment collection for faster transactions

Businesses Segwik Supports

Contractors & Home Service Providers

Streamline scheduling and client management.

  • Automate job scheduling and team coordination
  • Centralize customer inquiries from calls, emails, and social media
  • Send instant quotes and automated follow-ups for faster approvals
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Lawyers & Legal Professionals

Turn inquiries into retained clients with seamless communication.

  • Centralize client interactions across phone, email, and text
  • Automate case follow-ups and appointment reminders
  • Track every client inquiry to improve conversion rates
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Retail & Local Shop Owners

Turn casual customers into loyal buyers.

  • Capture customer info and send targeted promotions
  • Automate post-purchase follow-ups and re-engagement messages
  • Track and respond to inquiries from social media, phone, and email
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Marketing & Creative Agencies

Boost client retention with seamless communication.

  • Manage multiple client projects in one dashboard
  • Automate onboarding and follow-up processes
  • Track communication history to keep projects on track
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Personal Service Providers (Salons, Spas, Fitness Trainers, etc.)

Keep clients coming back with smart scheduling and engagement.

  • Automate appointment reminders and follow-ups
  • Offer loyalty rewards and special promotions
  • Manage client history for personalized service
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Caterers & Event Planners

Stay organized and never miss a booking.

  • Manage inquiries, quotes, and contracts in one place
  • Automate follow-ups for bookings and event reminders
  • Track client preferences and special requests seamlessly
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Health & Wellness Practitioners

Enhance patient engagement and appointment management.

  • Automate appointment scheduling and reminders
  • Keep track of patient interactions and follow-up care
  • Streamline intake forms and client history tracking
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Anthony Rosa

“Pete Romano introduced me to automation and business efficiency back in 2017, completely shifting my mindset from just working in my business to working on it. Within just one year of using Segwik and working with Pete, I’ve learned so much about automation, communication, and customer engagement. His coaching and Segwik’s systems have helped me streamline my processes, optimize my business, and focus on what truly matters. The support I’ve received has been game-changing, not just for me, but for my members as well! I highly recommend Pete and Segwik!”

— Anthony Rosa, Entrepreneur, Business Coach & Community Finance Coach




Your Business Deserves a CRM That Works for You

How much time are you spending on manual tasks instead of growing your business? Let’s talk.