Users close to their plan limit
Users grouped by Plan for plan-based upgrade targeting.
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 near-limit list
Install nowBlu builds Segment
About this recipe
When to use it
The best time to pitch an upgrade is the moment a user feels the ceiling of their current plan, not three weeks later. This segment catches users approaching their plan limit while the upgrade conversation is still timely.
What it delivers
Segments users approaching their plan limit, isolating the cohort that's ready for an upgrade conversation while the constraint is still front of mind.
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
“Users grouped by Plan for plan-based upgrade targeting.”
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 near-limit listBuild a segment of users named "Expansion Candidates". A user is in the segment only when all of these are true: - their Plan attribute is not "enterprise" - their Usage percentage attribute is 80 or moreSegment
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 /expansion-candidates 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.
Related recipes
Sid ChaudharyAccounts at churn riskPaying accounts the health score has flagged as at risk, with no renewal deal in flight, so your CSMs can step in before they leave.View recipe Sid ChaudharyHealthy accounts with no open dealCustomer accounts with no open deal and account-level health attributes, plus per-user recent session activity, so AEs can review expansion whitespace.View recipe Sid ChaudharyDiscount-only buyersCustomers who have never bought anything without a discount code, so you can keep them out of full-price campaigns and protect your margin.View recipe 