A new client should not cost a new pile of tools.
Build, replicate and deliver whole operations — funnels, pages, automations and reports — without multiplying subscriptions per client.
Segment · Agencies
From prospect to renewal
Six stages in a client's lifecycle.
The funnel you sell is the funnel you sell with — and both are recorded the same way.
- 01
Prospecting
The agency's own lead, with its source recorded like any other.
- 02
Diagnosis
The form that captures channels, offer and current state before the proposal.
- 03
Proposal
The negotiation recorded in stages, with a history of who said what.
- 04
Onboarding
The client's workspace created from a model that has already worked.
- 05
Operation
Funnels, pages and automations running on that client's own data.
- 06
Report and renewal
The period's result in numbers that came from the same event.
The renewal conversation gets easier when the number you show is the same one the client sees in their own account.
Operation
What an agency needs to repeat without rebuilding.
Work that paid off on one account becomes the starting point on the next, instead of starting over.
A workspace per client
Each account with its own contacts, funnel and data, kept apart from the rest.
Reusable models
Pages, funnels and automations that worked become a starting point.
The client's brand
Pages and domains published under their identity, not under ours.
Replicable automations
The rule that worked on one account is applied to the next without rebuilding.
Access per person
Everyone on the team gets their own access, and every change gets a name.
Reporting per account
Acquisition, conversion and revenue per client, with nothing to export.
A model is a structure, not a frozen copy: what you adjust on one client stays theirs, and the model stays available for the next one.
Contact profile
The data is the client's. The operation is yours.
The same six dimensions describe a contact in every account you run.
- SourceCampaign, creative and page that brought the contact in for that client.
- BehaviourWhat the contact opened, answered, clicked and left half-finished.
- Declared dataWhat they entered in the form of that client's campaign.
- ValueWhat they have bought from your client, how much and how often.
- Preferred channelWhere they reply, and where the last few attempts went unanswered.
- StageWhich stage of that client's funnel they are in right now.
The dimensions are the same in every account, so running two clients does not mean learning two vocabularies.
Segment dashboard
The report comes from the base, not from a late-night spreadsheet.
Acquisition, conversion and revenue separated per account, fed by the same event the funnel records.
Segment metrics
- Active clients
- Published funnels
- Live pages
- Leads delivered
- Conversion per client
- Revenue per client
- Renewals
- Time to first funnel
The names above are the metrics the dashboard assembles from your events. No figure on this page is a result of ours or of a customer — yours appear once the account starts recording.
Start now
Take on more clients without multiplying tools.
Create your account and build the first operation from a ready-made model.