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Accounts at churn risk

Paying accounts the health score has flagged as at risk, with no renewal deal in flight, so your CSMs can step in before they leave.

Authored by Sid Chaudhary

Founder & CEO at Intempt

Agentic workflow

Install now

1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Build the at-risk account list

    Install now

    Blu builds Segment

Leaves behind Segment

About this recipe

When to use it

By the time a churn risk shows up on a renewal call, it's already too late to fix. This segment flags active accounts whose health is already deteriorating, while there's still time for a CSM to step in.

What it delivers

Builds a live segment of active accounts showing measurable health deterioration, so CSMs get a standing intervention list instead of finding out at renewal time.

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 accounts the health score has flagged as at risk, with no renewal deal in flight, so your CSMs can step in before they leave.”

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

How the recipe runs

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

  1. 01Build the at-risk account listBuild a segment of accounts named "Accounts At Churn Risk". An account is in the segment only when all of these are true: - its Account health attribute is "at_risk" - its Has a renewal deal attribute is false - its Account lifetime value attribute is more than 0 - its User count attribute is 1 or moreSegment

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 /accounts-at-churn-risk 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.

More recipes by Sid Chaudhary

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