Segwik isn’t just another tool—it’s the beginning of your relationship system.
You’re not just “setting up texting” or “training AI.” You’re giving people the ability to remember more, follow through better, and scale human touch.
Whether you’re just getting organized, building a team, or scaling your whole operation, our onboarding packages are designed to meet you exactly where you are—and get you where you want to go.
No fluff. No wasted time. Just smart setup, guided support, and systems that start working with you right away.
Use the table below to explore our optional, one-time onboarding packages. Each one is crafted to match where you are in your journey—from individual to enterprise—and designed to expand your relationship capacity with clarity, consistency, and ease.
| Plan | Momentum Starter Get moving fast |
Comms + Cadence Builder Engage like a pro |
Intelligent Relationship Engine Scale yourself smart |
Strategic Enterprise Onboarding Build your Relationship OS |
|---|---|---|---|---|
| Best For | Freelancers, solo creatives | Coaches, consultants, small biz teams | Growth-stage pros, relationship-heavy businesses | Multi-person orgs, franchises, agencies |
| Pairs With | Core Plan | Plus Plan | Pro Plan | Any Plan (custom setup) |
| One-Time Price | $199 | $799 | $1,499 | Custom |
| Segwik Setup & Coaching |
✅ Personalized account config ✅ Contact + Calendar sync ✅ Email system setup ✅ 30-min Jumpstart Session ✅ Custom follow-up rhythm plan |
Everything from Momentum Starter, plus: ✅ Twilio account & number support ✅ A2P 10DLC carrier compliance ✅ Texting & calling configuration ✅ Local presence setup ✅ Messaging strategy & templates ✅ Auto-attendant + routing options ✅ Booking link & calendar tools |
Everything from Builder, plus: ✅ AI Assistant activation ✅ Tone & intent training intake ✅ Follow-up prompt configuration ✅ Contact segmentation for Smart Feed ✅ Conversational chatbot setup ✅ Appointment flows + booking logic ✅ Lead pipeline & opportunity mapping ✅ Secure client portal overview |
Everything from Engine, plus: ✅ Workflow automation buildout ✅ Quoting, invoicing, subscriptions ✅ Portal, form, and document flows ✅ Custom domain + white-labeling ✅ Role permissions & team logic ✅ Full data migration & cleanup ✅ Strategic roadmap session ✅ Dedicated onboarding support team |
All onboarding plans can be extended or customized using Segwik’s Universal Tokens, giving you the flexibility to scale up your system when you’re ready.
Just switching systems? We’ll make the move seamless. Our Data Migration services ensure your key information lands in Segwik organized, intact, and ready to go.
“You keep the relationships, we handle the transition.”
✅ Available as a standalone service or bundled into onboarding plans.
Want to evolve your whole system? Replatforming is our high-touch consulting engagement for businesses ready to reimagine how they operate.
“Don’t just switch tools—build your next-gen infrastructure.”
✅ Perfect for organizations ready to scale with strategy, simplicity, and soul.
No problem. We’ll help you pick the right starting point and grow from there.