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Accounts in the renewal window

Paying subscriptions that started roughly a year ago and are likely due for renewal, flagged to the renewals team and sent a value recap, so the conversation starts early instead of the week before.

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 renewal list

    Blu builds Segment

  2. 2

    Notify the renewals team

    Blu builds email html

  3. 3

    Send a value recap

    Blu builds email html

Leaves behind Segment email_plain email_html

About this recipe

When to use it

Renewal conversations that start 2 weeks out are reactive by definition. This segment surfaces subscriptions ending in the next 90 days so renewal-flow journeys and NRR plays have real runway to work with.

What it delivers

Segments subscriptions ending within the next 90 days, providing the foundation for renewal-flow journeys and net-revenue-retention plays that need lead time to be effective.

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

“Paying subscriptions that started roughly a year ago and are likely due for renewal, flagged to the renewals team and sent a value recap, so the conversation starts early instead of the week before.”

recipe.md preview

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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 plain
  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 renewal listBuild a segment of users named "Renewal Window 90 Days". A user is in the segment only when all of these are true: - their Plan attribute is not "free" - they did the Subscription started event at least once between 275 and 365 days agoSegment
  2. 02Notify the renewals teamGenerate a plain-text email to the renewals team distribution list For each user in "Renewal Window 90 Days", name their email address, so conversations start months early instead of the week before. Use the result of "Build the renewal list".Email content
  3. 03Send a value recapGenerate a designed marketing email for the users in "Renewal Window 90 Days" recapping one meaningful result they have gotten from the product this year. Three sentences, warm and appreciative tone, no pricing or discount language, one button linking to a call-booking page with their account manager. Use the result of "Build the renewal 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 /renewal-window-90-day 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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