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What to Expect in Your Segwik Success Meeting

Your Segwik Success Meeting is your official launch button. It’s where we help you get set up, get organized, and walk away saying,
“Wow… this is already helping me.”

This isn’t a lecture. This is a working session where real progress happens.

What We’re Trying to Accomplish

By the end of this meeting, you will have:

  • Your digital business card ready to share
  • Your phone contacts imported
  • People already added to Journeys
  • Your public booking calendar turned on
  • A crystal-clear plan for the next 30 days

You’ll leave thinking: “I can do this.”
Because you can. And we’ll prove it.

What We’ll Do (The Play-by-Play)

1 Quick Hello & Setup Check (5 minutes)

We’ll exchange names and make sure:

  • You can log in
  • Your app is installed
  • Nothing is on fire

Smooth start = happy start.

2 Peek at Your Tech Stack (5 minutes)

Your tools: email, phone, calendar, marketing stuff…

“Where does Segwik fit — and what can we simplify?”

This is where we help you save time, not collect more apps like Pokémon.

3 Segwik Basics & First Wins (35 minutes)

This is the fun part — we’ll:

  • Import contacts
  • Set up your digital card
  • Show you how Journeys actually help you follow up
  • Give you a tour of the workspace

Lots of button clicking, lightbulb moments, and maybe a “Wait — it does that too?” or two.

4 Your Future Roadmap Preview (5 minutes)

We’ll show you what a best-in-class business setup looks like in your world… so during your 30-Day Check-In, you can start moving toward it without changing who you are or how you serve people.

5 Book Your 30-Day Success Check-In (3 minutes)

We’ll lock in your next milestone right away.
Because progress you schedule is progress that happens.

6 Wrap-Up + Questions (5 minutes)

Anything unclear? Anything exciting?
We’ll answer, confirm next steps, and launch you into motion.

How Long Is the Meeting?

About 45–60 minutes, depending on how fast you like to tap buttons.

Our Promise to You

You will leave this meeting with:

  • Confidence using Segwik
  • Progress already made
  • A simple plan for what’s next
  • Support every step of the way

We’re here to help you get organized, get consistent, and grow — without overwhelm, tech headaches, or cram-session stress.

Get Ready to Press “Go”

Show up. Bring your phone.
We’ll make the magic happen together.

We can’t wait to get you rolling. Let’s do this!