What problem does it solve?
New customer accounts often stall during onboarding without anyone noticing until it is too late to recover them. This Skill runs a daily sweep that detects stalled or overdue accounts early, drafts a targeted nudge email for each one, and alerts the owning CSM — all before any customer-facing action is taken.
Core Features & Use Cases
- Milestone classification: Reads activation milestones and product events from Postgres and classifies each account as on track, stalled at a specific milestone, or overdue against a five-step framework (workspace live, core setup, first activation, team expansion, full activation).
- Deduplicated nudge drafting: Drafts a nudge email tied to the exact missed step, skipping accounts already nudged for the same stall via a HubSpot marker property.
- CSM alerting with human approval gate: Posts a daily alert to the owning CSM with full context and holds every draft for human review — the agent never emails customers or changes account state.
- Use Case: A SaaS team runs the sweep each morning; an account stuck at "core setup" on day 5 gets a draft nudge about connecting its first data source, and its CSM gets a Slack alert with the account's milestone history.
Quick Start
Run the onboarding sweep to check every account inside the onboarding window and draft nudges for any that are stalled or overdue.
