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Recently won accounts

Accounts whose users just started paying, welcomed with an onboarding kickoff email and handed to the onboarding team while the account is still new.

Authored by Intempt Technologies

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Agentic workflow

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

  1. 1

    Build the recently-won list

    Blu builds Segment

  2. 2

    Send an onboarding kickoff email

    Blu builds email html

  3. 3

    Notify onboarding

    Blu builds email html

Leaves behind Segment email_html email_plain

About this recipe

When to use it

An account that just closed a deal needs a different motion than an account that's been paying for a year. This segment isolates accounts that closed in the last 90 days, distinct from the broader new-paying-customers cohort, so post-sale onboarding can be deal-aware.

What it delivers

Segments accounts that closed a deal in the last 90 days, isolating a post-sale onboarding cohort distinct from the generic new-paying-customers segment.

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

“Accounts whose users just started paying, welcomed with an onboarding kickoff email and handed to the onboarding team while the account is still new.”

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 recently-won listBuild a segment of accounts named "Recently-Won Accounts". An account is in the segment only when all of these are true: - the users in the account together did the Subscription started event at least once in the last 30 daysSegment
  2. 02Send an onboarding kickoff emailGenerate a designed marketing email for the accounts in "Recently-Won Accounts" welcoming the team and pointing to the first milestone worth hitting. Three sentences, warm and encouraging tone, no discount language, one button linking to the onboarding guide. Use the result of "Build the recently-won list".Email content
  3. 03Notify onboardingGenerate a plain-text email to the onboarding team distribution list For each account in "Recently-Won Accounts", name the account, so implementation starts from one current list. Use the result of "Build the recently-won 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 /recently-won-accounts 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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