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Trials nearing the end

Trial users who started their trial 3 to 4 weeks ago and still have not paid, nudged by email and flagged to sales while there is still time to close them.

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 expiring-trial list

    Blu builds Segment

  2. 2

    Send a final nudge

    Blu builds email html

  3. 3

    Alert sales

    Blu builds slack

Leaves behind Segment email_html slack

About this recipe

When to use it

A trial that expires without a conversion nudge is a lost opportunity that didn't have to be lost. This segment isolates trial users approaching expiry who haven't converted, giving a clear window for a final push.

What it delivers

Segments trial users approaching expiry who have not yet converted to paid, isolating the cohort where a timely nudge still has a real shot at saving the conversion.

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

“Trial users who started their trial 3 to 4 weeks ago and still have not paid, nudged by email and flagged to sales while there is still time to close them.”

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. 03Slack

How the recipe runs

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

  1. 01Build the expiring-trial listBuild a segment of users named "Trial Expiring Soon". A user is in the segment only when all of these are true: - their Plan attribute is "trial" - they did the Subscription started event at least once between 23 and 30 days agoSegment
  2. 02Send a final nudgeGenerate a designed marketing email for the users in "Trial Expiring Soon" letting them know their trial is nearing its end and highlighting the one feature most worth trying before it does. Three sentences, warm and helpful tone, no discount language, one button linking to the upgrade page. Use the result of "Build the expiring-trial list".Email content
  3. 03Alert salesGenerate a Slack message to the sales channel For each user in "Trial Expiring Soon", name their email address, so reps can reach out personally before the window closes. Use the result of "Build the expiring-trial list".Slack message

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 /trial-expiring-soon 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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