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Free accounts showing real usage

Free accounts showing real product usage, surfaced to sales as a product-qualified-lead draft with a ready-to-send upgrade email drafted.

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 active-free-account list

    Blu builds Segment

  2. 2

    Draft a sales alert

    Blu builds slack

  3. 3

    Draft an upgrade email

    Blu builds email html

Leaves behind Segment slack email_html

About this recipe

When to use it

Two or more engaged users from the same company on a free or trial plan is a stronger enterprise signal than any single power-user metric. This segment catches that pattern early, while it's still a PQL and not yet a missed opportunity.

What it delivers

Segments free or trial accounts with 2 or more engaged users from the same company, isolating the enterprise-PQL signal that single-user metrics would miss entirely.

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

“Free accounts showing real product usage, surfaced to sales as a product-qualified-lead draft with a ready-to-send upgrade email drafted.”

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. 02Slack
  3. 03Email html

How the recipe runs

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

  1. 01Build the active-free-account listBuild a segment of accounts named "PQL: Active Free Accounts". An account is in the segment only when all of these are true: the users in the account together did the Session start event 3 or more times in the last 14 days.Segment
  2. 02Draft a sales alertGenerate a Slack message to the sales channel. For each account in "PQL: Active Free Accounts", name the account, so reps can reach out to this product-qualified lead while usage is fresh. Use the result of "Build the active-free-account list". This drafts the Slack message only; a person on the team still posts it.Slack message
  3. 03Draft an upgrade emailGenerate a designed marketing email for the accounts in "PQL: Active Free Accounts" showing what the team unlocks on a paid plan. Three sentences, confident and helpful tone, no discount language, one button linking to the pricing page. Use the result of "Build the active-free-account list". This drafts the email only; a person still sends it.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 /pql-multi-user-account in Blu.

  4. 4

    Review and approve

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

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