Strategy AI

Finds the moments your lifecycle team should act on next.

Strategy AI scans customer data for drop-offs, retention gaps, and conversion opportunities. It explains each finding, waits for approval, then executes.

Map my 30-day POC

No credit card · No migration · One revenue metric moved in 30 days

Users are completing KYC, but fewer are making their first deposit.

Metric

Last week

This week

KYC Completed

72%

74%

First Deposits

39%

28% ↓

Recommendation: Nudge verified users with a first-deposit offer within 24 hours.

Formulating…

When lifecycle teams use it

What Strategy AI is built for

Use it when the opportunity is already in your data, but no one has time to find, size, and act on it.

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric

Last week

This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric

Last week

This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

When lifecycle teams use it

What Strategy AI is built for

Use it when the opportunity is already in your data, but no one has time to find, size, and act on it.

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric

Last week

This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

“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

Read full case study

“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

Read full case study

From signal to action

What Strategy AI does

Finds the signal. Builds the audience. Waits for you to approve.

Finds the drop before your team notices it

Reads your funnel continuously by lifecycle stage, cohort, and recency. When a metric slides, it surfaces the signal — not at the weekly review.

Opportunities found

Updated from behavioral and campaign data

4 mins ago

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

Builds the audience and routes it

Describe what you want in plain language. Strategy AI writes the logic, sizes the segment, flags any overlap, and waits for approval before publishing to your ESP.

Campaign Status

Preparing audience and content

Opportunity found

2 mins ago

Building campaign

Complete

Live

Review pending

Shows its reasoning. Nothing executes without your go.

Every recommendation includes segment size and expected conversion range. Your team approves — then it executes.

Insights

First deposit drop-off detected

KYC-verified, no first deposit

4,812 users

18-22% expected conversion

Build Campaign

Edit

Same team. Dramatically more output.

Strategy AI compresses the time between signal and campaign. The execution bottleneck shrinks from weeks to days.

14

Campaigns last quarter

61

Campaigns this quarter

Works 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

What one marketer built in a year

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.

Under the hood

How Strategy AI works

Connect your warehouse, let Strategy AI monitor the data, and approve the next step before anything goes live.

Explore the 30-day POC

Connect

Strategy AI connects to BigQuery, Snowflake, Redshift, or Aurora, reads your schema, and maps how your customer data is structured during onboarding.

Detect

It continuously scans your data for anomalies, drop-offs, conversion gaps, and high-potential segments, then surfaces them proactively.

Recommend and execute

Strategy AI explains the finding, sizes the segment, and recommends an intervention. Once approved, it builds the audience, attribute, or Content AI brief.

The business case

Why lifecycle teams use Strategy AI

The strongest use cases start with one specific lifecycle lever, a drop to catch, a conversion window to hit, or a data queue to remove.

Proactive analysis

Strategy AI surfaces drop-offs, conversion gaps, and win-back windows before anyone goes looking.

The finding comes to you — not the other way around.

Cohort drop-offs

Conversion gaps

Reactivation windows

On-demand segmentation

Describe the audience in plain language. Strategy AI writes the logic, sizes the segment, and syncs it to your ESP.

Segment without SQL, tickets or queues, instantly with AI.

No SQL required

No engineering dependency

Syncs to Braze, Iterable and all other ESPs

Controlled execution

The agent recommends. You approve. It executes. Speed from the agent, judgment from your team.

Strategy AI and your team complement each other, never replace.

Segment sized, reasoned before approval

Human sign-off before any send

Routes to Content AI when ready

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

Keep your CEP, add Sortment where it helps.

Your warehouse. Your ESP. Sortment sits in between.

Strategy AI monitors your customer data, finds growth opportunities, and turns them into segment logic and campaign direction your team can send through your existing ESP.

Map my 30-day POC

Replace scattered tools with one AI-native CEP.

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.

Map my 30-day POC