Track enterprise implementation timeline

Follow an enterprise account from kickoff through integration, first data, first value, and blocked steps so solutions teams can unblock launches.

Updated · published

markdown for agents →

difficulty intermediate · time to value 7 minutes · execution on demand
#analytics #customer-success #enterprise #onboarding #implementation #b2b

Start from this 

Build an implementation timeline for enterprise accounts: kickoff, integration started, first data received, first value achieved, and currently blocked steps.

Why this matters

Enterprise adoption is a sequence, not a single signup. When accounts stall, CS and solutions need to know which milestone is blocked and for how long.

What you get

  • Timeline per account
  • Days since last milestone
  • Accounts blocked before first value
  • Suggested follow-up owner

Walk through it

You

Which enterprise implementations are stuck?

Agent

I’ll reconstruct milestone timelines by account.

Endpoint: POST /v1/projects/:project_id/analytics/query
Exact shape: /v1/openapi.json?path=%2Fv1%2Fprojects%2F%7Bproject_id%7D%2Fanalytics%2Fquery&method=post
Custom HogQL goes in the OpenAPI-defined `query` field.
Concept fields:
  query: "SELECT properties.account_id AS account, properties.milestone AS milestone, min(timestamp) AS first_seen, max(timestamp) AS last_seen FROM events WHERE event = 'implementation_milestone' GROUP BY account, milestone ORDER BY account, first_seen"

The output

The agent returns each stuck account, last completed milestone, days stuck, and next action. It should read like an implementation standup note.

Setting it up

Emit implementation_milestone from backend workflows, CRM sync, or manual admin actions.

Variations

  • “Only show accounts with a signed contract.”
  • “Group blocked accounts by missing milestone.”
  • “Draft the implementation status email.”

Related workflows

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Adapt this workflow in your own agent.

Ask your agent to map the starter prompt to your saved signal map, live events, and the current HTTP API before answering.

Agentry gives coding agents production context from errors, product analytics, and deploys through one HTTP API. Fetch and read https://agentry.sh/install.md completely, then install Agentry's full first-time telemetry baseline in this repository. I authorize device-code login, saving the owner key only to ~/.agentry/credentials.json, creating one Agentry project for this repository, and read-only inspection of shipped source plus hidden CI/provider configuration. Deeply analyze the product's business logic and complete value flow before choosing telemetry. Save the complete source-backed plan and show me its exact contents and hash. Until I explicitly approve that plan or request a replacement, do not edit app/CI source, place runtime/CI credentials, commit, exercise product traffic, start proof, push, or deploy. After approval, I authorize only the reviewed targets: place the required scoped browser/server/CI credentials through the established environment or secret mechanism, preserve existing telemetry, implement and test the baseline, commit it, push that reviewed commit when the shipped CI/provider path requires it, exercise safe proof paths with test/non-customer data, and perform one deployment through the reviewed shipped CI/provider path. Ask first if proof would charge money, contact a third party, change real customer data, or require new external access. After the plan is saved, immediately before every onboarding state-changing POST, GET current onboarding state, perform only its single returned next_action, then read state again; do not batch or infer later stages. Continue until status is verified, installation_complete is true, and next_action is null. Keep all secrets, source snapshots, proof markers, and scratch files outside the repository.

+ Full access
5.5 Extra High
  1. 1. Open your repo in Codex, Claude Code, Cursor etc.
  2. 2. Paste the install prompt.
  3. 3. Your agent reads the install doc and shows you an implementation plan for approval.
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