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Highly engaged users below enterprise

Users on a plan below enterprise who log in often enough to be your clearest upgrade signal, offered the next tier by email and routed to growth for outreach.

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 expansion-candidate list

    Blu builds Segment

  2. 2

    Send an upgrade email

    Blu builds email html

  3. 3

    Notify growth

    Blu builds email html

Leaves behind Segment email_html email_plain

About this recipe

When to use it

The best time to pitch an upgrade is the moment a user feels the ceiling of their current plan, not three weeks later. This segment catches users approaching their plan limit while the upgrade conversation is still timely.

What it delivers

Segments users approaching their plan limit, isolating the cohort that's ready for an upgrade conversation while the constraint is still front of mind.

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

“Users on a plan below enterprise who log in often enough to be your clearest upgrade signal, offered the next tier by email and routed to growth for outreach.”

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 expansion-candidate listBuild a segment of users named "Expansion Candidates". A user is in the segment only when all of these are true: - their Plan attribute is not "enterprise" - they did the Session start event 8 or more times in the last 14 daysSegment
  2. 02Send an upgrade emailGenerate a designed marketing email for the users in "Expansion Candidates" highlighting one feature available only on a higher plan. Three sentences, confident and helpful tone, no discount language, one button linking to the upgrade page. Use the result of "Build the expansion-candidate list".Email content
  3. 03Notify growthGenerate a plain-text email to the growth team distribution list For each user in "Expansion Candidates", name their email address, so outreach can be timed to their actual usage instead of a generic drip. Use the result of "Build the expansion-candidate 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 /expansion-candidates 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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