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Intempt

Catch the upgrade-ready moment, not the next renewal call

By the time a renewal call happens, the moment a user actually felt the plan limit is long gone. This prompts right when the limit is approached, when intent is highest.

Salesrevops-automatorSaaSStandard5 steps5 outputs
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Attribute Segment Content Asset Workflow Dashboard
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What it does

When a user approaches their plan's usage limit - API calls, contacts, seats, storage - triggers an in-app upgrade prompt and creates an AE task for high-MRR accounts.

You get

an upgrade prompt and AE task fired at the moment of real usage intent

How it works

1

Compute Usage Capacity Attribute

create_ai_attribute

Create an AI-derived attribute 'usage_capacity_used' on the Account object. For each metered usage dimension on the account's current plan (API calls / contacts / events / seats / storage / sends), compute current_usage / plan_limit as a fraction. Output: the maximum across all dimensions (the bottleneck), with which dimension is at threshold. Flag thresholds: 0.8 = approaching, 0.95 = near-limit, 1.0+ = over-limit (overage charges or service throttling).

Produces:Attribute
2

Identify Upgrade-Ready Accounts

Create Segment

Build a segment 'Upgrade-ready accounts' capturing paying accounts where usage_capacity_used >= 0.8 AND the account isn't already on the highest plan AND no upgrade conversation occurred in last 30 days. Splits implicitly: (a) approaching (0.8-0.94) → in-app prompt, (b) near-limit (0.95-1.0) → in-app prompt + AE task, (c) over-limit → urgent AE task + customer notification.

Produces:Segment
3

Build Upgrade Prompt Asset

create_page_content

Generate in-app upgrade prompt content. Personalized to which dimension is approaching limit: 'You've used 84% of your monthly events on the Starter plan. Upgrade to Pro for 10x capacity + advanced reporting.' Include current usage stat, plan comparison, and a one-click upgrade CTA. Tone: helpful (we noticed) not pushy (we're charging you). Suppress display for users not in plan-decision-maker role (avoid spamming end users about upgrades they can't approve).

Produces:Content Asset
4

Build Upgrade Trigger Workflow

Create Workflow

Create a workflow firing when usage_capacity_used crosses 0.8 (and on each subsequent threshold). Step sequence: (1) trigger in-app upgrade prompt for plan-decision-makers on the account; (2) for accounts with MRR > $500/month, create AE expansion task immediately (don't wait for prompt-clickthrough — these are high-value, deserve human outreach); (3) for over-limit cases, additionally send an email notification to billing-contact about overage; (4) emit upgrade_signal event for analytics tracking. Throttle: don't re-fire for the same account within 14 days even if it's still over threshold (avoid prompt fatigue).

Produces:Workflow
5

Build Upgrade Conversion Dashboard

Build Dashboard

Compose an upgrade conversion dashboard: usage-trigger volume per week (accounts crossing 0.8 threshold), in-app-prompt-to-upgrade conversion rate, AE-task-to-upgrade conversion rate (for high-MRR cohort), ARR uplift from usage-based expansion this quarter, and median time from threshold-cross to upgrade-completed. Compare upgrade-via-prompt vs. upgrade-via-AE-outreach as motion-effectiveness signal.

Produces:Dashboard

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In the words of50+ live tenants.

Jim Stromberg, CEO at StockInvest

“We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems.”

Jim Stromberg

CEO, StockInvest

Eric Gardner, COO at FieldsUSA

“Intempt helped us turn real browsing and purchase signals into personalized experiences that drive repeat buying. We finally have one system that sees the whole customer journey.”

Eric Gardner

COO, FieldsUSA

Tadas Kertenis, Co-founder at Hoperfy

“With Intempt, we built a signal-led pipeline driven by real behaviors. Follow-ups are triggered by intent signals instead of timelines, so we only focus on users who are truly engaging.”

Tadas Kertenis

Co-founder, Hoperfy

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