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Your First 30 Days on Segwik

The first 30 days is where Segwik becomes a real system — one that remembers people, keeps relationships warm, and removes the mental load of follow-up.

What changes after 30 days

If you use Segwik consistently for one month, you stop relying on memory. You stop losing track of people. And you stop wondering who you should follow up with next.

After 30 days, your network becomes organized, searchable, and actionable.
What the first 30 days is really for

Your goal is not to set up everything. Your goal is to build a foundation so Segwik can start helping you every day.

  • Capture the right people
  • Organize them in a way that makes sense
  • Turn follow-up into something simple and repeatable
Month one is about creating a system you can actually maintain.

The 5 stages of your first 30 days

The easiest way to succeed is to build in stages. Each stage unlocks the next.

Stage 1: Foundation

Set up your basics so your profile and digital card are real, clean, and usable.

  • Complete your profile (name, role, company)
  • Build your digital card (headshot, banner, links)
  • Set contact visibility preferences

You’ll know you’re winning when:

  • Your digital card is ready to share with confidence
  • You can send your card without editing anything first
Stage 2: Load your network

Bring contacts into Segwik so you’re not starting from zero.

  • Import from phone contacts (fast start)
  • Add high-value people manually
  • Scan business cards when you meet people

You’ll know you’re winning when:

  • You have 25+ real contacts inside Segwik
  • You’ve scanned at least 5 cards from real interactions
Stage 3: Clean organization

Apply light organization so Segwik becomes useful and searchable.

  • Assign Contact Types (lead, client, vendor, etc.)
  • Assign Personas (who they are in your ecosystem)
  • Tag key categories you care about

You’ll know you’re winning when:

  • You can filter your list into “groups that make sense”
  • You can find anyone in seconds
Stage 4: Follow-up becomes a system

This is where Segwik starts saving you time. Follow-up stops being manual.

  • Create 1–2 Journeys you’ll reuse often
  • Start a Journey for a real group of people
  • Use actions and reminders to stay consistent

You’ll know you’re winning when:

  • Follow-ups appear without you having to remember
  • Conversations start staying warm naturally
Stage 5: Expand + sharpen

Strengthen what you built so it runs even smoother.

  • Improve your card (headline, links, meeting options)
  • Upgrade journeys (timing + touchpoints)
  • Connect tools only when it helps your workflow

You’ll know you’re winning when:

  • Your system feels “alive,” not stagnant
  • You’re getting replies and meetings more consistently
What to avoid in the first 30 days
  • Trying to organize your entire world in one sitting
  • Creating too many journeys before using the first ones
  • Over-connecting tools before your workflow is clear
  • Chasing perfection instead of consistency
In month one, consistent use beats perfect setup.
How the 30-Day Success Check-In fits in

This check-in is where we look at what you built and make it sharper. We review your progress, remove friction, and map the next upgrades that actually matter.

Bring: your real usage + questions.    Leave with: a stronger system and a clear next plan.