Setting things up
Metric selected
Checking current stack fit
Finding the baseline metric
Identifying audience signals
Drafting first test motion
Up next
Prepare POC plan for review
Confirm data access
Launch first lifecycle test
Track lift against baseline
What Sortment does during the POC
Decide with evidence, not another vendor promise
Every AI marketing platform promises better segmentation, faster execution, and higher conversion. A 30-day POC lets you test Sortment on your own data, your own users, and one metric your team already cares about.
Evaluate promises
Evaluate proof
Vendor claims, demos, and feature lists
One metric tested on your own users and data
Assumptions about ROI and platform fit
A measured before-and-after against your baseline
More questions and internal debate
A clear readout of what was tested, what moved, and what to scale
Commit, delay, or walk away without proof
Scale Sortment, start with agents, or stop with learnings
“I feel like I'm able to, in 20% of my time, execute on what normally a team of three to five full-time lifecycle marketers would do — without needing engineering, data, or shared resources.”
Drew Price, VP, Growth Marketing, BryteBridge Group
What Sortment does during the POC
From customer signals to live campaigns
Sortment finds the audience, builds the campaign motion, drafts the content, and tracks performance against your baseline, for your chosen metric.
Spot the opportunity
Sortment's agents identify the audience segment or drop-off worth acting on.
Build the campaign motion
Agents recommend the right message, timing, and audience based on the signal.
Draft the execution
Audience logic and content get prepared for your review.
Track against the baseline
Performance is measured against the metric chosen for the POC.
Opportunity found
Trial-to-Paid drop-off
860 users
Urgent
High repeat intent in next 7 days.
Users complete onboarding, then drop before reaching the paid moment.
Metric
Last week
This week
Onboarding completed
69%
72%
Trial-to-Paid conversion
39%
28% ↓
Recommended motion: target this segment with upgrade education and social proof within 24 hours.
Prepare the audience and first draft.
Let me prepare these.
Working on it…
Ready for review.
Review
Pick your metric
What metric should we prove?
The best POCs start with one specific lifecycle lever: a conversion, retention, revenue, or reactivation problem worth moving.
Activation
Move more users to their first value moment.
Use when: Signups are healthy, activation is weak.
Examples
Onboarding completion
Trial activation rate
First core action
Monetization
Convert active intent into revenue.
Use when: Users show buying signals, but do not convert.
Examples
Trial-to-paid
Free-to-paid
Cross-sell conversion
Retention
Bring users back after early engagement.
Use when: Users try the product once, then drop off.
Examples
Month-1 retention
Second-session rate
Repeat purchase rate
Reactivation
Win back valuable inactive users.
Use when: Past users, buyers, or subscribers have gone quiet.
Examples
Dormant-user reactivation
Lapsed-buyer revenue
Saved renewals
The 30-day Pilot
How the pilot works
The pilot is a 30-day test where you connect your data, pick one metric to improve, and Sortment builds and runs lifecycle programs to move it.
1
Define your metric
Pick one lever: the biggest drop-off, retention problem, or flat conversion metric you want to move in 30 days.
2
Connect your data
Your engineer connects Sortment to your warehouse, like Snowflake, BigQuery, or Databricks. Setup usually takes 30 to 60 minutes.
3
Launch, measure and scale
Sortment’s agents set up segments, journeys, content, and A/B tests for your goal. You track results against the baseline with weekly check-ins.
What one marketer built in a year
Drew Price, VP, Growth @ BryteBridge scaled a new brand from 2 states to 20 with one lifecycle marketer, no data engineering team, and Sortment.
10x
Revenue, year-over-year
2,000+
Campaigns shipped in 12 months
1
Marketer. No engineers.
Start where you are. Go as far as you want.
How teams use Sortment
Add Sortment to Braze, Iterable, or any other ESP without migrating, or use it to replace your CEP entirely.
Work with your existing stack
Full CEP replacement
Your warehouse. Your ESP. Sortment sits in between.
Sortment connects directly to your warehouse, Snowflake, BigQuery, Databricks, and runs alongside Braze, Iterable, HubSpot, or any ESP.
Your campaigns keep running while Sortment adds real-time audience building, AI-created data traits, and segment logic you can ship without a data team.
One platform. Every channel. No handoffs.
Sortment replaces your CEP entirely. Journeys, campaigns, segments, content, analytics, and AI agents all run in one platform.
No more coordinating across Asana, Jira, or Slack. No shared resources, no data team tickets, no waiting. Everything your lifecycle team needs to execute, in one place.
SMS
In-app
Push
Webhooks
Why Sortment
The growth layer for lifecycle teams
Most platforms handle the sending. Sortment handles everything that makes the sending matter.
Discover revenue opportunities
Sortment analyzes your customer data to find lifecycle moments worth acting on. Churn risks, repeat purchase windows, and high-intent signals get surfaced automatically.
Opportunities found
Updated from behavioral and campaign data
Repeat purchase window
1,240 users
High
High repeat intent in next 7 days.
Trial-to-Paid drop-off
860 users
Urgent
High repeat intent in next 7 days.
Win-back segment
2,110 users
Medium
Reactivation potential from inactive users
Insights to campaigns in minutes
Every opportunity Sortment finds can be turned into a live campaign without weeks of planning. The gap between spotted and shipped shrinks from weeks to hours.
Campaign Status
Preparing audience and content
Opportunity found
2 mins ago
Building campaign
Complete
Live
Review pending
Catch problems before they cost you
Engagement drops and retention risks surface in Sortment before they show up in revenue.
Alert
Opt-in rate decline detected
January–February cohorts are opting in less than last year’s average.
Likely impacting early lifecycle campaigns
Explore
Same team, more output with Sortment
Sortment compresses the time between opportunity and live campaign. Execution stops being the bottleneck.
14
Campaigns last quarter
61
Campaigns this quarter
Work with all your data
Sortment connects directly to Snowflake, BigQuery, and Databricks. Segments reflect how customers actually behave.
Audience ready
14,200 users
High-intent trial users
QUESTIONS?
FAQs
Can Sortment send campaigns and run journeys?
Do I need a technical team to use Sortment?
Will migrating from my current tools be difficult?
Does Sortment work with my existing stack?
Is Sortment secure and compliant?
Secure & Compliant
Enterprise-grade security for world-class campaigns
AGENTS
CASE STUDIES
RESOURCES