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Intempt

Catch the upgrade-ready moment, not the next renewal call

By the time a renewal call happens, the moment a user actually felt the plan limit is long gone. This prompts right when the limit is approached, when intent is highest.

Salesrevops-automatorSaaSStandard5 steps5 outputs
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Attribute Segment Content Asset Workflow Dashboard
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What it does

When a user approaches their plan's usage limit - API calls, contacts, seats, storage - triggers an in-app upgrade prompt and creates an AE task for high-MRR accounts.

You get

an upgrade prompt and AE task fired at the moment of real usage intent

How it works

1

Find the bottleneck limit

create_ai_attribute

For every metered dimension on the plan, API calls, contacts, events, seats, storage or sends, current use as a share of the limit. It reports the highest of them and names which one, flagging 80% as approaching, 95% as near the limit, and 100% or more as over, where overage charges or throttling start.

Produces:Attribute
2

Find accounts near a limit

Create Segment

Paying accounts at 80% or more that are not already on the top plan and have not discussed an upgrade in the last 30 days. Between 80 and 94% gets the in app prompt, 95 to 100% adds an AE task, and over the limit means an urgent AE task and a notice to the customer.

Produces:Segment
3

Write the in app prompt

create_page_content

Named to the dimension running out, for example 84% of this month's events used on the current plan, with the current figure, a plan comparison and a one click upgrade. Helpful rather than pushy, and hidden from users who cannot approve a plan change.

Produces:Content Asset
4

Prompt, then call in an AE

Create Workflow

When usage crosses 80%, and again at each later threshold, the prompt appears for whoever can approve the plan, accounts over $500 a month get an AE expansion task straight away without waiting for a click, going over the limit adds an email to the billing contact about the overage, and an upgrade signal is recorded for analytics. It will not fire again for the same account within 14 days.

Produces:Workflow
5

Compare prompt against AE

Build Dashboard

Accounts crossing 80% per week, how many upgrade from the prompt, how many upgrade after AE outreach among the higher value ones, the ARR added this quarter, and the median time from crossing the threshold to upgrading.

Produces:Dashboard

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In the words of50+ live tenants.

Jim Stromberg, CEO at StockInvest

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

Eric Gardner, COO at FieldsUSA

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

Tadas Kertenis, Co-founder at Hoperfy

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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