Healthy accounts with no open deal
Customer accounts with no open deal and account-level health attributes, plus per-user recent session activity, so AEs can review expansion whitespace.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Install now1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Build the whitespace list
Install nowBlu builds Segment
About this recipe
When to use it
Healthy customers with no open deal aren't at risk, they're just unprospected. This segment surfaces exactly that whitespace so an AE has a list to work instead of guessing where to look for expansion.
What it delivers
Segments healthy customer accounts that currently have zero open deals, isolating the whitespace-expansion opportunity from accounts already being actively worked.
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
“Customer accounts with no open deal and account-level health attributes, plus per-user recent session activity, so AEs can review expansion whitespace.”
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
- 01Segment
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Build the whitespace listBuild a segment of accounts named "Accounts With No Open Deal". An account is in the segment only when all of these are true: - its Has an open deal attribute is false - its Account health attribute is "healthy" - its User count attribute is 3 or more - the users in the account together did the Session start event 5 or more times in the last 30 daysSegment
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 /accounts-no-open-deal 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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