Give customers the numbers they need to defend their own budget

Customers renew their own internal budget fights more often than they renew with you directly, and most never get a clean summary of the value delivered to make that case. This generates one every quarter.

Marketingjourney-builderB2BSaaSAdvanced6 steps6 outputs

+2 more

Attribute Segment Content Asset Personalization Journey Dashboard

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What it does

Quarterly, generates an AI-personalized snapshot of a customer's usage, outcomes, and value delivered - surfaced via email, an in-app dashboard, and an optional CSM-shareable PDF.

You get

a quarterly

shareable value snapshot the customer can use internally

How it works

Total up the quarter

create_ai_attribute

At quarter close, per account: usage against last quarter and against similar accounts, outcomes and milestones reached, ROI where the data allows, how many new users and teams came on, and anything notable such as a first use of a feature or a benchmark passed.

Produces:Attribute

Pick who should get it

Create Segment

Paying accounts at least 90 days old, with real usage last quarter and a churn risk score under 60. Barely active and at risk accounts are left out, because a celebration email lands badly there.

Produces:Segment

Write the quarter in numbers

Generate Content

The subject line carries the headline number, for example hours saved. The body leads on that figure, adds three or four supporting metrics with the direction of travel, calls out notable moments, sums up team impact, and offers the same thing as a PDF. Sent by a named CSM, celebratory but factual.

Produces:Content Asset

Show it in the app too

create_personalization

The same snapshot on the admin dashboard for the 30 days after quarter close, with an export to PDF button so they can pass it around internally.

Produces:Personalization

Send three days after close

Create Journey

Runs every quarter. The email goes out three days after quarter end so late data settles, the in app version switches on the same day, and on day 14 anyone who engaged is offered a deeper review with their CSM, or an advocacy ask if the numbers are strong. Each quarter is its own run and closes after 60 days.

Produces:Journey

See if the report earns renewals

Build Dashboard

Sends per quarter, open rate, how often the PDF gets exported, how renewal rates compare between accounts that opened it and those that did not, and where CSMs saw it cited in a renewal conversation.

Produces:Dashboard

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Five layers, in order: capture, retrieval, source truth, permissions, feedback. Most teams build the first one and stop. That is a storage unit, not a brain.

How to use Claude for GTM: the setup I actually run

The five prompts I run as standing jobs: a morning brief, same-day follow-ups from call notes, a ninety-second account brief, a weekly account watch and a Friday pipeline read. Plus the one permission setting that makes an agent safe to leave running.

In the words of50+ live tenants.

“We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems.”

Jim Stromberg

CEO, StockInvest

“Intempt helped us turn real browsing and purchase signals into personalized experiences that drive repeat buying. We finally have one system that sees the whole customer journey.”

Eric Gardner

COO, FieldsUSA

“With Intempt, we built a signal-led pipeline driven by real behaviors. Follow-ups are triggered by intent signals instead of timelines, so we only focus on users who are truly engaging.”

Tadas Kertenis

Co-founder, Hoperfy

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