Blu AgentDeployment
Guide
Your audit identified the revenue leaks and you're ready to deploy.
Here's how the 90-day program works for each track.
Getting started
Decisions before you start
You'll need to make several key decisions that will shape your deployment:
- Which track are you deploying? (Sales, Lifecycle, On-Site, or a combination)
- How many initial users? (White-glove setup covers up to 5)
- What's your timeline and baseline metrics?
- What systems need to be connected? (CRM, inbox, calendar, webstore, payments)
This guide walks through each track's deployment, outlining the deliverables and timeline. The deployment is $5,000/month for 90 days. It includes platform access, white-glove setup, production creative, and measurement.
Intempt for Sales
Qualified pipeline without the admin tax
Increase meeting-to-opportunity conversion in 90 days by turning inbox, scheduling, and meetings into an execution system that keeps your CRM clean automatically.
01. Meet your sales execution system
Most teams buy CRM for visibility, but lose time to rep admin, stale data, and follow-up gaps. This program installs an AI execution layer that:
- Triages inbox by intent, not noise
- Drafts replies in your voice (saved to Drafts)
- Schedules inside threads (no calendar ping-pong)
- Captures meetings into summaries, follow-ups, and next-step tasks
- Updates your CRM from product usage and meetings so pipeline reflects reality
This isn't a trial. It's a 90-day deployment.
02. What we deliver
CRM + execution included
A/ Integration + setup (white-glove for 5 reps)
White-glove setup for up to 5 reps: CRM, inbox, calendar, qualification rules, and tone calibration.
B/ Inbox → qualification → scheduling
Triage by intent, draft contextual replies, schedule inside threads. No manual back-and-forth.
C/ Meetings → follow-through
Auto-generated summaries, follow-up drafts, next-step tasks, all synced to your CRM.
D/ CRM hygiene + pipeline quality
Auto-logging, stalled deal detection, and cleaner pipeline stages.
03. How it works
| Step | Action | What happens |
|---|---|---|
| 1 | Connect CRM + inbox + calendar | Threads map to deals + contacts |
| 2 | Lock qualification rules | "Ready for meeting" criteria set |
| 3 | Run daily execution | Triage, draft, schedule inside threads |
| 4 | Capture meetings | Summary + follow-up + tasks created |
| 5 | Improve pipeline quality | Meeting-to-opp conversion improves vs baseline |
Intempt for Marketing
Lifecycle Orchestration + On-Site Experiences
Lifecycle Orchestration
Activation and retention that actually moves. Improve activation, repeat purchase, and LTV direction in 90 days with lifecycle stages and journeys that adapt automatically as customer behavior changes.
01. Meet your lifecycle progression system
Most “lifecycle” is static segments and disconnected tools, so users get irrelevant messages and retention becomes unpredictable. This program installs a progression system that:
- Updates lifecycle stages automatically (New → Activated → Engaged → At-Risk → High-Value)
- Coordinates email/SMS/push + on-site experiences by lifecycle intent
- Uses webstore + payment signals to target the right moment (purchase cadence, churn risk, renewal behavior)
- Measures impact on repeat purchase, retention, and LTV, not just campaign metrics
This isn't a trial. It's a 90-day deployment.
02. What we deliver
Tracking + creative included
A/ Webstore + payments lifecycle data foundation
Lifecycle events, payment signals, and identity hygiene, ready for journeys.
B/ Lifecycle design + orchestration
Stages, dynamic segments, and 4-6 core journeys (onboarding, repeat purchase, winback, and more).
C/ Production messaging (brand-aligned, shipped)
Brand-aligned copy, subject line variants, and email/SMS/push templates, implemented and QA'd.
D/ Measurement tied to progression
Cohort-based reporting on activation, retention, and LTV direction.
03. How it works
| Step | Action | What happens |
|---|---|---|
| 1 | Connect webstore + payments | Lifecycle + revenue signals unified |
| 2 | Define lifecycle stages | Stage + at-risk rules set |
| 3 | Build flows + assets | Flow docs + templates + creative shipped |
| 4 | Launch + iterate | Journeys adapt as behavior changes |
| 5 | Measure progression | Cohorts compared vs baseline |
On-Site Experiences
On-site experiences that compound. Run 3–5 statistically reliable experiments in 90 days, shipping brand-aligned creative, merchandising, and personalization that improves Revenue/Visitor.
01. Meet your experience optimization engine
Most teams change site creative reactively and call it “optimization.” This program installs an experience engine that:
- Tests what actually moves revenue (not vanity clicks)
- Personalizes modules by behavior + lifecycle context
- Ships brand-consistent creative fast (without dev bottlenecks)
- Produces reliable winners that you can scale
This isn't a trial. It's a 90-day deployment.
02. What we deliver
Tracking + creative + execution included
A/ Webstore + tracking foundation (trustworthy measurement)
Catalog connected, behavior events installed, Revenue/Visitor baseline locked.
B/ Experiment roadmap + execution (done with you)
3–5 prioritized experiments across key pages with statistical reliability safeguards.
C/ Brand-aligned creative production (shipped)
Copy variants, visual modules, and multiple creatives per experiment, implemented and QA'd.
03. How it works
| Step | Action | What happens |
|---|---|---|
| 1 | Connect webstore + tracking | Catalog + behavior context ready |
| 2 | Build roadmap | 3-5 tests prioritized by revenue impact |
| 3 | Produce creatives | Brand-aligned variants shipped |
| 4 | Run + validate | Reliable winners identified |
| 5 | Roll out + report | Lift summary + next roadmap delivered |
After 90 days
Choose your model
At the end of the 90-day deployment, you have two options. Both are available for every track.
Tech-only
Keep the platform and run it internally. Lower cost. Your team owns execution, and you retain all the configuration, journeys, experiments, and integrations built during the deployment.
Continue month-to-month
We keep optimizing and expanding workflows. No long-term contract. Useful when you want to expand to additional tracks, increase user count, or maintain the managed execution model.
Not quite ready for deployment?
Learn how to hone your Intempt pitch or run a pilot to strengthen your case.