A free 60-minute call for new Userlist customers. We learn about your SaaS business, recommend a lifecycle segmentation model, and develop a data tracking plan together, live on the call.
Walk away with a clear picture of how to set up Userlist for your business, and everything you need to get started.
Know exactly what to implement, in what order, and why — before you write a single line of code
Know exactly how to segment your users at every stage of the lifecycle
Leave the call with a concrete data tracking plan your team can start implementing right away
Skip the guesswork and set up Userlist the right way from the start
Understand which workflows make sense for your business before you write a single email
Apply proven frameworks for segmentation and data tracking, developed across hundreds of SaaS implementations
Discover how to get the most out of Userlist’s capabilities for your specific use case
Everyone who joins the call leaves with a shared understanding of the plan and how to move forward
A complete set of strategic documents produced during the session, yours to keep.
Your recommended segmentation model, mapped out for your specific SaaS business
A concrete spec your engineering team can implement to get the right data into Userlist
The full 60-minute call recorded so you can revisit every recommendation at any time
A structured approach to ensure we cover everything you need. We can also adjust the agenda to fit your needs.
We learn about your SaaS business, your users, and your goals
We recommend a segmentation model tailored to your business and walk you through the logic
We develop your data tracking plan together, live on the call. Your tech team can provide live feedback and share their preferences
We introduce you to our Atomic Emails method for planning and writing focused, high-performing emails
We walk you through the “planning for the worst” method for structuring your workflows
Dedicated time at the end of the session for your team to ask questions about their specific use cases
Bring everyone who will be working on the project: anyone putting together workflows, creating content, or implementing the integration. It’s important to have at least one technical person on the call so we can draft the data tracking plan together.
No formal preparation needed. It helps to have a rough idea of your user journey and any existing campaigns, but we’ll guide the conversation from the start.
Once you’ve created your Userlist account, you can book based on availability (usually within a week).
That’s perfectly fine. The session is designed for early-stage customers and works great as a first step. The data tracking plan we produce together will actually guide your integration.
Yes. You’ll receive the full recording after the call so you can revisit any part of it at any time.
You’ll get editor access to the working document immediately after the call: the lifecycle journey map and data tracking plan are ready to use right away.
Yes, completely. The Roadmapping Session is included for all new Userlist customers at no extra cost.
We have a dedicated support engineer who will help answer any questions via email and troubleshoot any technical issues you run into.