Account expansion funnel
Tracks subscription amount increases as a signal of account expansion. Uses subscription state changes and amount deltas to identify potential upgrades.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Chart the path to an upgrade
Coming soonBlu builds a step
About this recipe
When to use it
Hitting a plan limit doesn't guarantee an upgrade. Most accounts sit at the ceiling for weeks before anyone acts. This funnel uses real subscription state-change events to show where that stall actually happens.
What it delivers
Builds a funnel from real subscription_updated events tracking accounts from hitting a plan limit through to upgrading, with time-to-convert measured at each step.
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
“Tracks subscription amount increases as a signal of account expansion. Uses subscription state changes and amount deltas to identify potential upgrades.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Chart the path to an upgradeCreate a Funnel report called "Account Expansion Funnel". Steps: 1. Event "View page" where Page URL contains "/pricing": "Viewed Pricing" 2. Event "Click on" where target_id matches an upgrade CTA pattern (e.g. target_id contains "upgrade" or "checkout"): "Clicked Upgrade" 3. Event "Checkout created": "Started Checkout" 4. Event "Subscription updated" where the post-update plan_items indicates a higher-tier plan than prior (delta computation): "Upgraded" Conversion window: 30 days Breakdown: By Plan: resolved from the user's Subscription started.Plan BEFORE the upgrade (the plan they were upgrading from) Compare: Previous period (prior 30 days) For each step, also surface: - Median time-to-convert (days from previous step) - Drop-off rate vs. previous period Annotations: - Flag the largest drop-off step: this is the bottleneck to address first. - Flag any step where median time-to-convert exceeds 7 days. Identify which starting plan has the fastest expansion velocity. Taxonomy notes: - "rate_limit_hit" and "pricing_page_viewed" as standalone events do not exist. Pricing page views are derived from View page.Page URL. The first "Hit Plan Limit" step is intentionally omitted because it has no canonical event; if the workspace emits a custom event for limit hits, it can be substituted. - "subscription_upgraded" does not exist; upgrades are derived from Subscription updated by comparing pre/post plan amount.
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /account-expansion-funnel in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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