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Free to paid CSM kickoff

Every upgrade from free to paid creates a CSM kickoff task carrying the customer's whole free period history, due inside five working days.

Authored by Sid Chaudhary

Founder & CEO at Intempt

Agentic workflow

Coming soon

4 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Find genuine upgrades

    Coming soon

    Blu builds a step

  2. 2

    Write the pre call brief

    Coming soon

    Blu builds a step

  3. 3

    Assign a CSM and kick off

    Coming soon

    Blu builds a step

  4. 4

    Prove the handoff matters

    Coming soon

    Blu builds a step

About this recipe

When to use it

The moment someone converts from free to paid is the highest-impact onboarding moment you get. This triggers a CSM kickoff task with full pre-conversion history the instant the subscription is created.

What it delivers

When a user converts from free to paid, creates a CSM kickoff task with the user's full pre-conversion activity history and triggers the structured onboarding journey.

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

“Every upgrade from free to paid creates a CSM kickoff task carrying the customer's whole free period history, due inside five working days.”

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

    How the recipe runs

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

    1. 01Find genuine upgradesBuild a segment 'Free-to-paid converters - last 7 days' capturing users where Subscription started fired in the last 7 days AND the user previously had subscription_status = free OR trialing (true conversion, not net-new direct-paid signup, those go through a different flow). Excludes users where the subscription is < $50 MRR (consumer-tier; doesn't get CSM motion).
    2. 02Write the pre call briefCreate an AI-derived attribute 'preconversion_history' on the User object, computed at Subscription started time. Capture: (a) days from signup to paid conversion; (b) features most-used in free period; (c) features NEVER touched (potential expansion drivers later); (d) team-member signal: how many users from the same account are also on free / paid; (e) source: how they got to signup (organic / paid / referral / outbound). This becomes the CSM's pre-call brief.
    3. 03Assign a CSM and kick offCreate a workflow firing on Subscription started for free-to-paid converters. Step sequence: (1) compute preconversion_history attribute; (2) assign CSM via territory + plan-tier rules (enterprise tier gets named CSM, SMB tier gets pooled CSM); (3) create CSM kickoff task with the preconversion history pre-attached, due within 5 business days; (4) trigger the structured onboarding journey (separate recipe) for the user; (5) update account lifecycle to 'new-customer'; (6) post Slack notification to the assigned CSM and a celebration message to #wins. Use the result of "Find genuine upgrades", "Write the pre call brief".
    4. 04Prove the handoff mattersCompose a PLG-to-CS handoff quality dashboard: free-to-paid conversion volume per week, CSM-task completion rate within 5 business days (target: 95%+), median days from signup-to-conversion (PLG funnel speed), and 90-day retention of free-to-paid converters split by 'CSM kickoff completed within 5 days' vs. 'CSM kickoff missed': typically the gap is 15-25 percentage points (the proof-of-value for human CSM motion). Use the result of "Find genuine upgrades", "Write the pre call brief", "Assign a CSM and kick off".

    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 /free-to-paid-csm-kickoff 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.

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