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Expansion whitespace accounts

Established accounts whose users log in constantly, checked in on by email and flagged to account executives to review for expansion whitespace.

Authored by Intempt Technologies

Recipe curators

Agentic workflow

3 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Build the whitespace list

    Blu builds Segment

  2. 2

    Send a value check-in

    Blu builds email html

  3. 3

    Flag to account executives

    Blu builds email html

Leaves behind Segment email_html email_plain

About this recipe

When to use it

Healthy customers with no open deal aren't at risk, they're just unprospected. This segment surfaces exactly that whitespace so an AE has a list to work instead of guessing where to look for expansion.

What it delivers

Segments healthy customer accounts that currently have zero open deals, isolating the whitespace-expansion opportunity from accounts already being actively worked.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Established accounts whose users log in constantly, checked in on by email and flagged to account executives to review for expansion whitespace.”

recipe.md preview

Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

  1. 01Segment
  2. 02Email html
  3. 03Email plain

How the recipe runs

Blu follows the steps in order and shows you each one before anything goes live.

  1. 01Build the whitespace listBuild a segment of accounts named "Expansion Whitespace Accounts". An account is in the segment only when all of these are true: - its employees attribute is 50 or more - the users in the account together did the Session start event 5 or more times in the last 30 daysSegment
  2. 02Send a value check-inGenerate a designed marketing email for the accounts in "Expansion Whitespace Accounts" checking in on how the team is using the product and surfacing one feature they may not have tried yet. Three sentences, consultative and helpful tone, no pricing language, one button linking to a call-booking page. Use the result of "Build the whitespace list".Email content
  3. 03Flag to account executivesGenerate a plain-text email to the account executive distribution list For each account in "Expansion Whitespace Accounts", name the account and its employees count, so they can review each one for expansion opportunity. Use the result of "Build the whitespace list".Email content

Install Intempt and run it

  1. 1

    Sign up

    Create a free Intempt workspace.

  2. 2

    Connect your data

    Add the sources this recipe reads from.

  3. 3

    Ask Blu

    Type /accounts-no-open-deal in Blu once this recipe is live there.

  4. 4

    Review and approve

    Blu builds each step and waits for your OK before anything goes live.

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