Most teams evaluating a new marketing platform spend weeks in demos, negotiations, and internal debates before they've seen a single real result. Sortment's Proof of Concept flips that. You see results first, then decide.

Here's how it works and what to expect.

Why run a Proof of Concept?

Every AI marketing tool makes the same promises. Better conversion rates, smarter segmentation, automated journeys. The claims are hard to distinguish, and trusting them at face value is a significant ask.

A POC replaces vendor promises with evidence. Your data. Your users. A metric you chose.

The setup is low-effort by design. Sortment connects to your existing data source in 30 to 60 minutes and runs alongside whatever stack you already have: Braze, HubSpot, WebEngage, or anything else. You don't need to migrate anything to get started.

The scope is intentionally narrow. One metric, evaluated against a clear before-and-after.

What does Sortment's Proof of Concept look like?

The POC runs for 30 days, structured around one goal. One specific metric you care about moving.

What's included for the full 30 days:

• A dedicated Sortment engineer and data scientist

• Weekly check-ins to track progress and adjust if needed

• Full platform access

• No credit card required

The metric is yours to define. A few examples of how other teams have framed theirs:

• A gaming platform focused on first deposit conversion within 3 days of sign-up

• A streaming service targeting month-1 to month-2 subscriber retention

• A hospitality brand tracking bookings during off-season periods

• A fintech company automating cross-sell segment flows to their existing ESP

The target outcome is a 10 to 15% improvement in your chosen metric by day 30.

How does Sortment's POC process work, step by step?

Figure: How We Deliver Measurable Growth in 30 Days with Sortment’s Proof of Concept

Step 1. Define the metric. You identify one lever that matters most: the biggest drop-off in your funnel, the retention problem you haven't solved, the conversion that's been flat.

Step 2. Connect your data. Your engineer connects Sortment to your existing data source, whether that's Snowflake, BigQuery, Metabase, or something else. It takes 30 to 60 minutes. No data migration required.

Step 3. Set a baseline. Before anything goes live, you record the current state of your chosen metric.

Step 4. Configure the agents. Sortment sets up agents specific to your goal: segmentation, journey orchestration, content generation, A/B testing.

Step 5. Go live. Campaigns run. You track results against the baseline in real time.

What results can you expect from a Sortment POC?

The target is a 10 to 15% improvement in your chosen metric within 30 days. That's intentionally specific and conservative: a number we're confident hitting across different industries and use cases.

What it has looked like in practice:

• A gaming app activated dormant users using behavioral signals that were already in their data but had never been acted on

• A streaming service caught a segment of subscribers who had signed up for one specific release and were about to leave.

• A hospitality company filled off-season inventory by re-engaging past guests with relevant, timed messaging

The POC is also the foundation for everything that comes after. Once your data is connected and your team knows the platform, expanding to a second use case is straightforward.

The data you generate during the POC becomes your internal business case. You're not asking leadership to trust a vendor's numbers. You're showing them your own results.

What happens after the POC?

If the metric moved, the next conversation is about scale. Sortment walks you through the right plan based on your MAU and the use cases you want to expand into.

If you want to start smaller, individual agents (Content, Strategy, Data) can run alongside your existing ESP before you commit to the full platform.