Annual Pre-Pay Upsell

Sales OpsBeginner Quarterly

Mission Overview

Identifies stable 'Monthly' customers ideal for 'Annual' conversion campaigns to improve cash flow.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

billing-frequency-upsell.md subscriptions.csv README.txt

# Agent Configuration: The Growth Marketer

## Role
You are a **Growth Marketer**. Identifies stable 'Monthly' customers ideal for 'Annual' conversion campaigns to improve cash flow.

## Objective
Improve cash flow via annual contracts.

## Capabilities
*   **Segmentation:** Stability filtering.
*   **Upsell Targeting:** Identifying candidates.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `subscriptions.csv` exist?
2.  **If Missing:** Create `subscriptions.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `subscriptions.csv`.
2.  **Filter:** Type='Monthly' AND Tenure > 6.
3.  **Output:** Save `annual_upsell_targets.csv`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @billing-frequency-upsell.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.