Quick Start Kit

Get your Userlist integration and segmentation set up correctly — without the guesswork. Built for teams who have the content but need the technical foundation.

1-2 weeks
Project-based
1,990 USD
Why it matters

The outcomes

Walk away with a clean, reliable foundation that makes every future campaign faster and smarter.

Real-time user database

See every user with the right success metrics, updated as they happen

Full automation clarity

Know exactly how your entire Userlist setup works and why

Reliable segments

Have ready-made segments for every stage of the user journey

Faster workflow launches

Add new workflows quickly without rebuilding your foundation each time

Targeted broadcasts

Reach exactly the right users with the right message

Team confidence

Your marketing team walks away trained and ready to run things independently

Scalable infrastructure

A setup built to grow as your SaaS business grows

What you'll get

The deliverables

A complete set of strategic documents and a done-for-you Userlist setup, ready to use.

Lifecycle journey map

Your recommended segments and campaigns, mapped out in one visual overview

Data tracking plan

A precise spec your engineering team can implement without back-and-forth

Done-for-you segmentation

Your key segments built inside Userlist, ready to use on day one

Training recording

A 90-minute session recorded so future hires can get up to speed

Timeline

The process

Our proven process keeps every engagement on track, with defined steps and clear outcomes at every stage.

  1. Questionnaire

    You share the context we need before the work begins

  2. Payment & legal

    Both parties sign the statement of work and handle the payment

  3. Takeoff call

    A 60-minute Takeoff Call to align on goals and get started

  4. Strategy development

    We produce the Lifecycle Journey Map and Data Tracking Plan

  5. Strategy call

    We review the strategy together in a 30-minute call

  6. Technical call

    Your engineering team joins a 30-minute call and gets everything they need

  7. Integration

    Your team implements the data integration, guided by our plan and support. This may include pair programming if necessary

  8. Segmentation

    We build out your segments inside Userlist once the data is flowing

  9. Handoff & training

    A 90-minute recorded call to walk through deliverables and train your team

Pricing

How much does it cost?

The Quick Start Kit is currently offered at $1,990 USD. If you’ve purchased a services package from us before, a 10% discount will be applied.

Jane Portman
Benedikt Deicke
Mia Sinek

Ready to take the first step?

Let the email automation experts handle the hard things, while you enjoy the ROI of behavior-based emails throughout your product lifecycle.

Explore other packages

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The Ultimate Kit
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The all-in-one package that includes every kit (Quick Start, User Onboarding, Customer Loyalty, and Lead Nurture) so your entire email automation setup is done in one engagement.

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The all-in-one package that includes every kit (Quick Start, User Onboarding, Customer Loyalty, and Lead Nurture) so your entire email automation setup is done in one engagement.

Incremental Improvement Kit
Ongoing
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A monthly retainer for existing customers. We review your email performance, write new content, and implement it in Userlist.

Incremental Improvement Kit
Ongoing
Incremental Improvement Kit
Monthly

A monthly retainer for existing customers. We review your email performance, write new content, and implement it in Userlist.

Team Training Workshop
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120 minutes

A 120-minute live workshop for your marketing team. We’ll walk you through every feature of the Userlist platform, so your team can hit the ground running.

Team Training Workshop
Training
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120 minutes

A 120-minute live workshop for your marketing team. We’ll walk you through every feature of the Userlist platform, so your team can hit the ground running.

Atomic Emails Workshop
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90 minutes

A 90-minute live workshop for your marketing team. We’ll walk you through our proven Atomic Emails method so you can plan and write high-performing email campaigns on your own.

Atomic Emails Workshop
Training
Atomic Emails Workshop
90 minutes

A 90-minute live workshop for your marketing team. We’ll walk you through our proven Atomic Emails method so you can plan and write high-performing email campaigns on your own.