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About the Growbook

Managing renewals and recognizing your most loyal customers shouldn’t be an afterthought but too often, they are. Many teams rely on last-minute renewal emails or one-size-fits-all loyalty programs. The result? Higher churn, reduced loyalty, and missed opportunities to turn great customers into lifelong advocates.

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This Growbook shows you how to use GrowthOS to unify your renewal, retention, and VIP recognition strategies into one connected system. You’ll track engagement signals, build dynamic segments for at-risk and high-value users, and trigger tailored journeys — so that every user feels seen, supported, and rewarded.

We’ll use Otto, a demo SaaS platform, as an example.

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TL;DR 

• Track user activity and behavioral signals to identify accounts nearing renewal, disengaging users, and high-value VIPs.
  
• Build dynamic segments like “Renewal Approaching,” “Slipping Users,” and “VIP Users” that update in real time.
  
• Trigger tailored journeys for each group — from renewal reminders to feature nudges to VIP recognition emails.
  
• Personalize in-product experiences: show different CTAs, dashboards, or banners based on engagement or plan.
  
• Use unified Journey and Experience analytics to monitor performance and optimize over time.
  
• Result: A system that renews proactively, retains intelligently, and rewards loyalty at scale.

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Benefits

• Drive timely renewals: Identify accounts approaching renewal dates and nudge them with personalized, well-timed campaigns.
  
• Prevent churn before it starts: Detect early signs of disengagement and automate proactive retention journeys.
  
• Recognize your best customers: Deliver exclusive perks, offers, or recognition to high-value accounts based on behavior, not just spend.
  
• Build long-term loyalty: Use automated journeys to keep users engaged and appreciated throughout their lifecycle.
  
  

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How It Works

Step 1: Track user engagement 

1. Install Intempt’s JavaScript SDK: Begin tracking user and account activity across your app or site.

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2. Check or define key Events: ‘login’, ‘created and object’, ‘created ml task’ and ‘invite team members

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The above stated events along with other events that are listed or created by you represent meaningful actions across different levels and will serve as the core steps to provide the behavioral and lifecycle signals needed for renewal and VIP segmentation.

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Step 2: Create real-time segments

1. Navigate to segments and define the following:
   
   • “Renewal Approaching”: ‘Subscribed to a basic plan’ has been performed in the last 27 days and ‘subscribed to premium plan’ has not been performed in the last 5 days
     
   • “Slipping Users”: ‘Login’ has not been performed in the last 14 days and ‘created an object’ and ‘created ml task’ has not been performed in the last 10 days
     
   • “VIP Users”: ‘Login’ has been performed at least 10 times in the past 30 days and ‘subscribed to premium plan’ has been performed in the last 1 month

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These segments update dynamically based on real-time user and account behavior.

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Step 3: Build multi-branch journeys

1. Go to Journeys, and build three separate flows:

Journey Example

a. Renewal Journey

Trigger: Segment- “Renewal Approaching”

• Day 0: Reminder email with renewal CTA
  
  
• Day 2: Feature highlights or value recap
  
  
• Day 5: Personalized message and offers
  
  
• Optional branch: Additional offer incentive if no response
  
  

b. Retention Journey

Trigger: Segment- “Slipping Accounts”

• Day 0: Friendly check-in ("Need help getting value from Otto?")
  
  
• Day 2: Suggested feature not yet used
  
  
• Day 4: Link to async product walkthrough or quick call
  
  
• Exit if user re-engages with core feature
  
  

c. VIP Recognition Journey

Trigger: Segment- “VIP Accounts”

• Day 0: “Thanks for being a valued customer” email with badge or gift
  
  
• Day 3: Invite to roadmap preview or customer advisory panel
  
  
• Day 7: Early access to a new feature or beta program
  
  

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Step 4: Personalize site content for VIPs and Slipping Users

1. In Experiences, create experience and use personalization to create a personalized experience for the “VIP Accounts” segment:
   
   • Homepage header: “Welcome back! You’re one of our top customers, here’s what’s new.”
     
   • Pricing page: Highlight premium features unlocked
     
   • Dashboard: Display badge or loyalty streak tracker
     
     
2. Create an Experience for the “Slipping Users” segment:
   
   • Homepage banner → “We haven’t seen you in a while. Need help finding what’s valuable to you?”
   • Dashboard CTA → Suggest a feature they haven’t used yet: “Try automating your first project — it's just a 3-minute setup.”
     
   • Navigation bar → Add a “Get Help” or “Restart Onboarding” shortcut for quick reactivation

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Step 5: Monitor journey and experiences performance

1. Use Journey Analytics to track:
   
   • Entered
     
   • Messaged
     
   • Converted (e.g., renewal completed, core feature used, VIP invite accepted)
     
   • Exited

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2. Use Experience Analytics to track:
   
   
   • Conversion rate
     
   • Lift

3. Create Dashboard in Analytics and add the Journey and Experience Metrics to get a unified analytics view

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Iterate and scale

1. Add branches for different renewal plans (monthly vs annual).
   
2. Expand VIP criteria to include product usage depth or NPS.
   
3. Layer in A/B tests to optimize message timing, copy, and offer type.