01
AYMI · MARKETING PROPOSAL
A Y M I
A G E N C Y
PREPARED FORBruce Smith · Sorrel & Co
DATE06.26.2026
PROPOSED BYMike, Founder · AYMI
NEW YORK · LOS ANGELES · LONDON
02
CONTENTS

What's inside.

01Cover
02Contents
03Cliff notes
04CEO summary
05The problem worth solving
06Current state · future state
07The anchor recommendation
08The buyer we’re building for
09The Method · applied
10Channel audit · Meta
11Channel audit · Google
12Channel audit · TikTok
13Channel audit · Email & SMS
14Channel audit · SEO & Content
15Channel audit · Influencer
16Conversion & measurement
17Engagement shapes
18The 90-day sprint
19Proof
20Our recommendation
21Open items for the scoping call
22Close
03
CLIFF NOTES

If you read nothing else.

01 · THE PROBLEM

Sorrel built the research library — 63 indexed articles, evidence on every claim, anti-fragrance positioning. The brand has done the hardest work. What's missing is the replenishment infrastructure to compound it.

02 · THE ANCHOR

The Founding Member program (40% off first order, 20% for life, ~158/200 spots remaining) is already a replenishment loop in disguise. Turn it into the de facto subscription engine before you build a formal Subscribe & Save.

03 · THE SHAPE

Growth System ★ Recommended. One strategist + paid acquisition lead + AI dashboard + full creative bank. Investment held for the scoping call — we'd rather decide together what's in scope, then price it.

04
CEO SUMMARY

Five bullets, then we go deeper.

  1. 01

    Sorrel is a research-led brand operating without a research-led growth engine. Five Meta ads, no Subscribe & Save, no nurture beyond capture — the loop is leaking before it lands.

  2. 02

    The Founding Member offer is the most under-leveraged asset in the brand. Forty-two of two hundred sold means 158 conversations are still on the table this quarter alone.

  3. 03

    The path to scale is replenishment, not acquisition. Every dollar of CAC compounds when an evidence-led buyer renews; nothing compounds when they don't.

  4. 04

    AYMI runs all six channels Bruce declared on the quiz — Meta, Google, TikTok, Email/SMS, SEO/Content, Influencer — as one orchestrated system, not six separate tactics.

  5. 05

    The Growth System tier ships in ninety days: paid acquisition flywheel + lifecycle program + Founding Member conversion engine + the dashboard that makes it auditable.

05
THE PROBLEM WORTH SOLVING

Sorrel built the research
library. Now build the
replenishment loop.

You launched April 2026. Three months in, the brand has done the part most DTC skincare companies never get to: clean ingredient stories, cited studies, a founder narrative with credibility, an anti-fragrance position that means something. The product is real. The category fit is real.

What's missing is the system that turns the first jar into the fifth. Without it, every Meta dollar runs single-pass: acquire, ship, hope. With it, every dollar compounds.

06
CURRENT STATE · FUTURE STATE

Where you are. Where this takes you.

TODAY
NINETY DAYS IN
ACQUISITION
Five Meta ads, all pointing at one offer.
A creative engine running fifteen concepts in market with three winning hooks.
RETENTION
No subscribe-and-save, no replenishment flow.
A live replenishment engine built on the Founding Member loop.
LIFECYCLE
Capture form, then silence.
Six core flows: welcome, browse, abandoned, post-purchase, replenishment, win-back.
SEO & CONTENT
Sixty-three articles indexed, no hub-and-spoke architecture.
A research hub with three pillar pages and twelve spokes ranking for buyer intent.
MEASUREMENT
Platform numbers. Each in its own dashboard.
One AYMI dashboard, one set of numbers, one cadence.
FOUNDING MEMBER
~42 of 200 spots sold in ninety days.
The remaining 158 sold — and the loop already designed for what replaces it.
BRAND STORY
A research library no one reads.
A research library that closes carts, ranks, and earns the press.
07
THE ANCHOR RECOMMENDATION

Turn the Founding
Member loop into a true
replenishment engine.

Forty percent off the first order. Twenty percent off for life. Six months from now, the original cohort is due for their next jar — and there's nothing in place to ask for it. That's the engine sitting unfinished in the basement.

The first ninety days finish it. We design the renewal trigger, write the cadence, ship the flows, and connect the loop to the paid acquisition engine so every new Founding Member walks into a built system, not an empty one.

DAY 0
First-order capture & welcome
DAY 7
Routine-build email + first usage check
DAY 30
Half-pot reminder + cross-sell signal
DAY 50
Replenishment trigger & reorder offer
DAY 90
Founding Member status renewal moment
DAY 120
Lifecycle handoff into subscription
DAY 180
Loyalty + referral activation
08
THE BUYER

Three people. One ingredient list.

PERSONA I

The Researcher

Reads the citations before she reads the headline. Buys on evidence, not hype. Owns Skinceuticals and Drunk Elephant and is quietly disappointed by both. Closes the cart if the claim doesn't land.

PERSONA II

The Recovering Maximalist

Tried twelve products, returned eleven. Knows her skin is sensitive but rejects "gentle" as a synonym for ineffective. Wants liposomal retinol that doesn't fight her face.

PERSONA III

The Anti-Fragrance Loyalist

Already converted. Sorrel is the answer to a question she stopped asking five brands ago. She tells two friends. She'll renew. She'll write the review if asked properly.

09
THE METHOD · APPLIED

Five moves. In order.

I

Discovery

Audit the six channels Bruce named. Pull product-level economics, blended CAC, repeat signal, and the Founding Member cohort's true LTV. Nothing moves until the numbers land.

II

Strategy

Lock the channel mix, the offer ladder, the KPI tree. One dashboard, three numbers that matter, the rest reported quarterly.

III

Creative

Build the creative engine. Fifteen concepts in market within thirty days, four formats each, voice locked to the brand book.

IV

Launch

Ship the lifecycle flows, the replenishment trigger, the SEO hub. Wire the dashboard. Confirm pixels and source-of-truth.

V

Optimize

Test, kill, double. Weekly creative refresh, monthly channel rebalance, quarterly strategy review with Bruce in the room.

10
CHANNEL AUDIT · 01

META

What we see in the wild.

WHAT WE SEE

Five active ads, all pointing at the Founding Member offer. No persona segmentation. No creative testing rhythm. One winner is carrying the campaign.

WHAT WE CHANGE

Fifteen concepts in month one across three personas. A weekly refresh cadence. Hook-bank library. Lookalike ladder seeded by Founding Members.

FIRST NINETY DAYS

Three winning hooks identified. Cost-per-acquisition trending toward target. The Founding Member loop fed by paid traffic on a known unit-economic curve.

11
CHANNEL AUDIT · 02

GOOGLE

From tag to demand.

WHAT WE SEE

Ahrefs tag is installed. No active Google Shopping, no brand-defense campaigns, no non-brand keyword footprint. Tracking is in place; demand capture isn't.

WHAT WE CHANGE

Brand-defense campaign live in week one. Shopping feed built and submitted. Non-brand keyword cluster targeting buyer-intent ingredient queries.

FIRST NINETY DAYS

Brand traffic protected from competitors bidding on Sorrel. Shopping driving incremental orders. Non-brand search adding a second acquisition lane.

12
CHANNEL AUDIT · 03

TIKTOK

Eight followers. Real territory to claim.

WHAT WE SEE

Handle exists. Eight followers, no organic cadence, no creator partnerships. The platform that converts evidence-led skincare the hardest is currently silent.

WHAT WE CHANGE

Founder-led content series — the mother-and-son story, the lab footage, the research desk. Two creator partners seeded with Founding Member kits.

FIRST NINETY DAYS

First viral candidate identified. Three creators producing recurring content. The handle is no longer a placeholder — it's a destination.

13
CHANNEL AUDIT · 04

EMAIL & SMS

Capture without follow-through is a leak.

WHAT WE SEE

Klaviyo-style infrastructure live. Capture forms collecting addresses. No welcome flow, no browse abandon, no replenishment trigger. Six leaks, no plugs.

WHAT WE CHANGE

Six core flows built: welcome, browse, abandoned, post-purchase, replenishment, win-back. SMS layered behind the email for cart and replenishment moments.

FIRST NINETY DAYS

Email contributing 30%+ of revenue. Replenishment trigger firing on the original cohort. Welcome flow converting first-touch capture above category benchmark.

14
CHANNEL AUDIT · 05

SEO & CONTENT

Sixty-three articles. No architecture.

WHAT WE SEE

The research library exists — 63 articles indexed. They sit flat. No hub-and-spoke structure, no internal linking strategy, no keyword targeting tied to commercial intent.

WHAT WE CHANGE

Three pillar pages built (ingredients, claims, routine). Twelve spokes linked into each. Schema and authority signals added. The library becomes a system.

FIRST NINETY DAYS

First pillar ranking page one for a buyer-intent query. Organic sessions trending toward 5x the current baseline. The research starts paying compounding returns.

15
CHANNEL AUDIT · 06

INFLUENCER

Zero footprint is also a starting line.

WHAT WE SEE

No visible influencer or creator footprint. No press relationships. The brand story is untapped territory for partners who would amplify it for free with the right kit.

WHAT WE CHANGE

Seed five evidence-led creators with the Founding Member kit. Build the press kit. Pitch three editorial outlets that cover ingredient-led skincare seriously.

FIRST NINETY DAYS

First creator review published. One editorial placement secured. A repeatable creator program with payment terms and content rights locked.

16
CONVERSION & MEASUREMENT

Where the money is.

CONVERSION

  • PDP rebuild against the buyer journey — evidence stack visible without scrolling, Founding Member offer surfaced contextually.
  • Cart redesign — clear value bar, trust strip, single-page checkout.
  • Quiz funnel — routine-builder that captures intent and feeds the lifecycle program.
  • A/B testing infrastructure live by month two.

MEASUREMENT

  • One AYMI dashboard. Three headline numbers: CAC, LTV, contribution margin.
  • Channel-level attribution model agreed before launch — no platform-as-source-of-truth.
  • Weekly creative read. Monthly channel read. Quarterly strategy read with Bruce.
  • Pixel and CAPI verification standing audit.
17
ENGAGEMENT SHAPES

Three shapes. One conversation.

SHAPE I

Foundation

For brands building the system from the brand book up.

1 strategist
Core build & content cadence
No AI dashboard yet

Best fit: teams who own paid in-house and need a strategist + creative engine alongside them.

RECOMMENDED FOR SORREL
SHAPE II

Growth System ★

For brands running every channel, but not yet as one system.

1 strategist + paid acquisition lead
AI dashboard live
Full creative bank

Best fit: Sorrel. Six declared channels, no orchestrator, replenishment loop sitting unfinished.

SHAPE III

Full Revenue OS

For brands ready to hand off the entire growth function.

2 strategists + executive authority engine
AI dashboard + custom tooling
Podcast / press pipeline

Best fit: later. When the loop's compounding and the team wants AYMI to own all of it.

Investment for each is held for the scoping call — we'd rather decide together what's in scope first, then price it once the answer is real.

18
THE 90-DAY SPRINT

Three phases. Stacked.

PHASE I · DAYS 1–30

Discover & Lock

  • Full channel + unit-economics audit
  • Founding Member cohort analysis
  • Creative engine kickoff (15 concepts in market)
  • Dashboard provisioned, pixel audit complete
PHASE II · DAYS 31–60

Ship the Loop

  • Six lifecycle flows live
  • Replenishment trigger firing
  • SEO hub-and-spoke published (3 pillars, 12 spokes)
  • Brand-defense + Shopping campaigns live
PHASE III · DAYS 61–90

Compound

  • Three winning hooks identified
  • Cost-per-acquisition trending to target
  • First press / creator placements
  • Quarterly strategy review with Bruce
19
PROOF

Three case studies that share Sorrel’s mechanics.

Proven Skincare

+480% subscription revenue
−65% CAC
3.7x ROAS
+82% quiz completion

Closest mechanical match. Quiz-led personalized DTC skincare with a routine-builder front end. The shape AYMI knows by reps, not theory.

Nutrafol

+320% recurring revenue
+58% retention
4.2x marketing ROI
−28% M3 cancel rate

Subscription-shape analogue. Evidence-led, clinician-fronted, retention as the growth lever rather than acquisition velocity.

Sugarbearhair

+1,200% social conversions
+380% influencer ROI
+75% repeat purchase
−34% blended CPA

Authority + UGC hybrid. The creator-program shape that turns evidence content into a flywheel rather than a one-off PR moment.

20
OUR RECOMMENDATION

Growth System.
One strategist. One
acquisition lead. One loop.

Sorrel is not a Foundation problem. The brand book is built, the product is shipping, the research is indexed. It's a system problem — six channels running independently, a replenishment loop half-built, a Founding Member offer leaking spots. That's the Growth System tier.

Foundation underserves you because you'd be back hiring an acquisition lead by month two. Full Revenue OS overserves you because there's no podcast or authority pipeline to staff yet. The middle is the right shape, and we'd start it in two weeks.

21
OPEN ITEMS FOR THE SCOPING CALL

Seven questions. Bring answers.

  1. 01

    Bruce’s role at Sorrel & Co relative to Kris & Connor Smith — advisor, operator, family principal? Affects who sits on the scoping call.

  2. 02

    Current per-channel spend vs. the $50–150K/mo budget band declared on the quiz. Where is the money flowing now?

  3. 03

    Blended CAC, AOV, and the first-90-day repurchase signal on the original Founding Member cohort.

  4. 04

    Founding Member cohort size to date and revenue contribution — the loop math hinges on this.

  5. 05

    Existing team & agency stack. Who already owns paid, email, content, SEO? Where do we step in vs. alongside?

  6. 06

    Klaviyo (or equivalent) state — lists, segments, flows installed vs. drafted.

  7. 07

    DTC-only or DTC + retail destination? Affects channel weighting and KPI ladder.

22
CLOSE

Let’s build the loop.

We’d start with one ninety-minute call. Bruce in the room, Kris and Connor if it’s useful. We walk the proposal, answer the seven open items, agree on the Phase I deliverables, lock the shape, and put a kickoff date on the calendar.

Then we go.

Mike
FOUNDER · AYMI
mike@aymi.agency
“Fin.”