• Freelancers
  • Small agencies
  • Your own pricing rules
  • You approve everything

Turn client discoveryinto a clear scope, price and plan.

Present and sell more professionally — using your own services, pricing and delivery rules.

V1 testing opens 15 November · No spamSee how it works
CLIENT INPUT
ObjectiveQualified leads for a launch
Budget€4,800 / month
BlockersNo tracking, unclear offer
SORTABA · your services + pricing + rules
AGENCY OUTPUT
ScopeTracking, offer, Meta, email
Price€4,800 / month · 3 months
PlanSetup → Strategy → Execution
ProposalReady to review

The proposal is rarely the real problem.

It starts earlier. Discovery notes are incomplete, scope depends on who was on the call, pricing lives in spreadsheets — and delivery receives a different project than the one sold.

TODAYRebuilt from scratch for every client
WITH SORTABASet up once, applied to every client
Discovery
TODAYThe questions depend on who runs the call. Key details surface after the proposal is sent.
WITH SORTABAThe same guided discovery every time, with missing information flagged before you price.
Scope
TODAYChatGPT can summarize the call, but it doesn't know your services, your minimums or what you never sell.
WITH SORTABABuilt from your own service catalog, matched to the client's objective and budget.
Price
TODAYRecalculated in a spreadsheet. Two people can quote the same project differently.
WITH SORTABAEvery proposal follows your rates, minimums and terms — adapted to what each client needs.
Handoff
TODAYDelivery re-reads emails and notes to understand what was sold.
WITH SORTABAApproved scope, assumptions and client responsibilities go to delivery in one brief.

How Sortaba works

Step 01

Set your agency rules once

Services, packages, prices, minimums and dependencies.

Need your first proposal fast? Fill in the essentials now and finish the rest of the setup later.

Step 02

Collect client context

Send a discovery form, or fill it in together on the call.

One structure, two ways. The client's form and your live session feed the same discovery — nothing to re-type.

Step 03

Review what Sortaba understood

A discovery summary with missing info flagged, then an editable scope built from your rules.

Nothing is priced on a wrong brief. You confirm or edit the summary before Sortaba builds the scope.

Step 04

Send a proposal, hand off a plan

Pricing, phases, assumptions and client responsibilities — ready for delivery.

Works with your AI. Connect the AI assistant you already use through MCP / API. It gets read-only access to your quotes, clients and discovery answers.

What you get:Discovery SummaryRecommended ScopeBudget-aligned PricingPhased PlanClient-ready ProposalDelivery Handoff
YOUR SERVICESYOUR PRICINGYOUR RULES

Sortaba doesn't invent how your agency works.

Business objectives first

Start from what the client needs to achieve, not from a service menu.

Rules, not guesses

Prices, minimums and dependencies come from your setup. AI never invents them.

You approve everything

Every recommendation is editable before the client sees it.

Built for agencies and freelancers who work toward measurable goals.

If your proposals start from the client's business objective — leads, sales, retention — and not from a service menu, Sortaba is built for you.

Great fit

  • Freelancers and small marketing agencies selling custom or multi-service work
  • You run discovery before you scope or price the work
  • Sales and delivery need the same project context

Not a fit (yet)

  • You only sell fixed packages from a price list
  • You rarely prepare custom proposals
  • You're looking for a CRM or project-management tool

Follow Sortaba as we build V1.

Casian Șoneriu, Co-Founder of Sortaba

“For over 10 years I've worked in marketing with businesses from €50K to €7M in annual revenue. The same gap kept showing up: time and margin lost between the discovery call and the proposal. Sortaba was built to close that gap — first inside our own agency, now for yours.”

Casian Șoneriu
Founder of marketing agency Digensa & Co-Founder of Sortaba
WHAT YOU'LL GET
  • An invite when V1 testing opens on 15 November
  • Short build updates — max 2 a month
  • Early-adopter terms for the first testers
You'll confirm your email in one click. Unsubscribe anytime.

FAQ

Is Sortaba available now?

Not yet. V1 is in development and we're testing it inside our own marketing agency first. Testing opens to other agencies and freelancers on 15 November, and subscribers will be the first invited.

Is Sortaba just a proposal builder?

No. The proposal is the last step. Sortaba structures your discovery, recommends a scope from your own services, applies your pricing rules, phases the work and prepares a handoff for delivery. The proposal is the result of a well-defined project.

Will Sortaba decide what my agency should charge?

No. You set your services, packages, rates and minimums once. Sortaba applies them to each opportunity and never invents prices. You can edit everything before it reaches the client.

Will AI make decisions automatically?

No. AI helps read and structure discovery answers, flag missing information and draft the text. Prices, minimums and dependencies follow your rules, and nothing goes to a client until you approve it.

What happens after I sign up?

You'll confirm your email in one click. Then you can answer three optional questions about how you work. After that, you'll only hear from us when there's something worth sharing — and you'll be the first invited when V1 testing opens. Unsubscribe anytime.