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Understanding Your Roadmap

Your Roadmap is the step-by-step plan for how Segwik becomes useful in your business — in the right order, at the right time.

What a Segwik Roadmap actually is

A Roadmap is not a list of features. It’s a success sequence.

  • What to set up first
  • What to ignore for now
  • What to connect later (only when it makes sense)
  • What Journeys and Automations to activate next
The Roadmap protects you from doing the right things in the wrong order.
Why order matters

Most people don’t struggle because they’re missing features. They struggle because they build randomly.

  • They connect tools too early
  • They create journeys before contacts are organized
  • They import data without structure
  • They set up too much at once
Segwik works best when your foundation comes first — and your “power moves” come second.
How to read your Roadmap

Your Roadmap usually has three simple categories:

Now

Build the foundation
  • Set up your account
  • Load contacts
  • Apply light organization (types, personas, tags)
  • Start using Segwik consistently

Next

Add momentum
  • Activate your first Journeys
  • Create repeatable follow-up systems
  • Add Automations that remove manual work
  • Clean up duplicates and improve data quality

Later

Scale + integrate
  • Connect external tools (only when ready)
  • Build advanced journeys and templates
  • Layer in deeper tracking and analytics
  • Expand Segwik into more parts of your business
If you’re ever unsure what to do next, the Roadmap is your answer.
What your Roadmap is trying to create

A strong Segwik Roadmap creates three outcomes:

  • Clarity — you know who matters and what’s next
  • Consistency — you follow up without relying on memory
  • Scale — you can keep up even when your network grows
Simple way to use it: focus on the next 1–3 items in your “Now” section — and ignore the rest until the time is right.