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Newly active small accounts

Small accounts showing their first signs of life, welcomed by email and flagged to SDRs so follow-up happens while the account is still fresh.

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 net-new account list

    Blu builds Segment

  2. 2

    Send a welcome email

    Blu builds email html

  3. 3

    Notify SDRs

    Blu builds email html

Leaves behind Segment email_html email_plain

About this recipe

When to use it

SDR outreach only works if the list is fresh. This segment isolates recently identified accounts with minimal engagement so far, the exact foundation a first-touch cadence needs before any signal has decayed.

What it delivers

Segments recently identified accounts with minimal engagement history, building the first-touch foundation SDR outreach cadences run from.

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

“Small accounts showing their first signs of life, welcomed by email and flagged to SDRs so follow-up happens while the account is still fresh.”

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 net-new account listBuild a segment of accounts named "Net-New Prospects". An account is in the segment only when all of these are true: - its employees attribute is less than 100 - the users in the account together did the Session start event at least once in the last 7 daysSegment
  2. 02Send a welcome emailGenerate a designed marketing email for the accounts in "Net-New Prospects" welcoming the team and pointing to the one feature most worth trying first. Three sentences, warm and encouraging tone, no discount language, one button linking to that feature inside the product. Use the result of "Build the net-new account list".Email content
  3. 03Notify SDRsGenerate a plain-text email to the SDR distribution list For each account in "Net-New Prospects", name the account and its employees count, so follow-up happens while the account is still fresh. Use the result of "Build the net-new account 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 /net-new-prospects 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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