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Run a measured pilot. See what your campaigns really add.

Quick answerA measured pilot runs one playbook on one channel, holds back a random control group, and compares conversions between the two groups. The difference is the lift. If the control group converts almost as well, the campaign added little.
1

Pick one playbook and one goal

Choose a single playbook, such as win-back, and one channel. Name the one metric that decides success, for example a purchase within 14 days.

2

Write the rules before you start

Agree the audience, the time window, the control group size and the smallest lift that would count as a success. Writing it down first keeps everyone honest.

3

Hold back a random control group

A random slice, 10% by default, gets no message. Because it is random, it shows what would have happened anyway.

4

Run it and leave it alone

Send with approvals on and a frequency cap. Do not change the audience or message halfway, or the comparison stops being fair.

5

Compare and decide

Put the counts into the calculator below. You get the lift and a range, not just a single number. Then scale it, change it or drop it.

Agree this up front
ItemDecision
Playbook and channelOne of each, for example win-back by push
Primary metricOne metric, for example a purchase within 14 days
WindowThe full conversion window plus a short buffer
Control groupA random 10% by default, bigger for low conversion rates
Success thresholdAgreed before the send
ApproverA named person signs off every send
Sharing resultsOnly with your written consent, names removed
Lift calculator

Compare treated and control

The starting numbers are made up so you can see how it works. Replace them with your own.

Frequently asked questions

How big should the control group be?

Ten percent is a common default. When conversion rates are low, a bigger control group gives a clearer answer, because a small one makes the result noisy.

How long should a pilot run?

Long enough for the conversion window to finish, plus a short buffer. For a purchase within 14 days, wait until the 14 days are over for everyone before you compare.

Can I trust the lift number?

If the control group is random and the rules were set beforehand, yes. The calculator shows a range as well as a single figure, so you can see how sure the result is.

Who owns the results?

You do. We only share a result publicly with your written consent, with names removed.

Want to run a pilot on your CRM?

Tell us the platform and the playbook you would start with. We reply within two working days.

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