This is a progress meeting — we review what’s been set up, remove anything slowing you down, and tighten your next steps so Segwik feels easier and more valuable.
This isn’t a “training.” It’s a check-in designed to turn your early usage into a real system.
We start with your experience first, then review the system second.
We’ll look at the “foundations” first — because that’s what makes everything else work.
No prep work required. Just bring reality.
If you’re ever unsure what to do next, the Roadmap is your answer.
If you use Segwik consistently for one month, you stop relying on memory. You stop losing track of people. You stop wondering what to do next.
Export your contacts from Gmail, iCloud, Outlook, or Mailchimp in minutes—so you can bring them into Segwik quickly and stay organized.
Contact Types and Personas help Segwik understand both your relationship to someone and who they are in your world.
A great digital card makes it easy for people to save you, contact you, book time with you, and share you—without friction.
Clean data imports faster, maps easier, and creates fewer issues later.
Clean data imports faster, maps easier, and creates fewer issues later.
Importing helps you get your existing contacts into Segwik quickly so you can focus on relationships instead of retyping information.
See how familiar experiences like airlines, restaurants, dentists, retail, and online ordering guide people step-by-step — with automation quietly keeping everything on track.
Automations handle the small stuff. Journeys guide the big picture.
