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Fast-starter trials

Trial users logging in constantly within their first week, the clearest early signal of a trial about to convert, fast-tracked to sales and offered a personal onboarding session.

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 fast-starter list

    Blu builds Segment

  2. 2

    Fast-track to sales

    Blu builds slack

  3. 3

    Offer a personal onboarding session

    Blu builds email html

Leaves behind Segment slack email_html

About this recipe

When to use it

Not every trial user is equally likely to convert, engagement during the trial is the tell. This segment buckets trial users by strong usage signals so conversion effort goes to the users most likely to say yes.

What it delivers

Segments trial users with strong usage signals using bucketed engagement levels, isolating the cohort most likely to convert to paid.

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 logging in constantly within their first week, the clearest early signal of a trial about to convert, fast-tracked to sales and offered a personal onboarding session.”

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. 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 fast-starter listBuild a segment of users named "Trial Users: High Engagement". 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 0 and 7 days ago - they did the Session start event 5 or more times in the last 7 daysSegment
  2. 02Fast-track to salesGenerate a Slack message to the sales channel For each user in "Trial Users: High Engagement", name their email address, so reps can reach out while interest is at its peak. Use the result of "Build the fast-starter list".Slack message
  3. 03Offer a personal onboarding sessionGenerate a designed marketing email for the users in "Trial Users: High Engagement" congratulating them on their fast start and offering a personal onboarding session. Three sentences, warm and encouraging tone, no discount language, one button linking to a call-booking page. Use the result of "Build the fast-starter 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 /trial-users-high-engagement 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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