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milestone-tracker

Calculate onboarding milestone targets and generate account or portfolio health views.

58|21|Updated May 15, 2026
Search Tags:#onboarding#milestone tracking#Asana#risk triage#escalation matrix#portfolio health#PM connector
One-click install
npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill milestone-tracker-t0ddc3by
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: milestone-tracker
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/onboarding/skills/milestone-tracker
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill milestone-tracker-t0ddc3by

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It prevents onboarding teams from discovering milestone slips too late by turning milestone framework data, at-risk signals, and escalation thresholds into a current, portfolio-aware health view for customer onboarding accounts.

Core Features & Use Cases

  • Single-account milestone status: Produces a milestone-by-milestone table with target dates, completion state, days remaining, at-risk signals, and the next recommended action.
  • Portfolio heat map across onboarding accounts: Summarizes overall milestone health for all active onboarding accounts so CSMs can quickly identify systemic risk without deep-diving each account.
  • At-risk and overdue triage: Surfaces only the accounts that need intervention, prioritized by severity, with recommended actions routed to configured escalation thresholds.

Quick Start

Run milestone health tracking for one account by asking: "milestone status [Account Name] --status" and review the generated milestone table plus any at-risk escalation detail.

Frequently Asked Questions about milestone-tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track onboarding milestone health for a single customer account?▼

Track onboarding milestone health by calculating milestone targets from the contract start date and framework configuration. This generates a table with target dates, completion state, days remaining, at-risk signals, and the next recommended action.

What is the best way to scan an onboarding portfolio for at-risk accounts?▼

Scanning an onboarding portfolio for at-risk accounts is done using a portfolio heat map. This summarizes overall milestone health across all active onboarding accounts so CSMs can quickly identify systemic risk without deep-diving each account.

How does risk triage work for overdue onboarding milestones?▼

Risk triage for overdue onboarding milestones surfaces only the accounts needing intervention, prioritized by severity. It applies signal-over-calendar risk logic and routes recommended actions to configured escalation thresholds.

Do I need a PM connector to use the milestone tracking features?▼

A PM connector is not required to use milestone tracking. The skill calculates targets from contract start dates and framework configuration, but it supports workflows where PM connector data may be available.

What inputs are required to generate an onboarding milestone status view?▼

Generating an onboarding milestone status view requires read-only access to onboarding configuration and customer or company profile inputs. It uses these inputs to apply timestamp and staleness handling for accurate health tracking.

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