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.

Published

difficulty intermediate · time to value 7 minutes
#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.”

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Adapt this playbook 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.

Set up Agentry in this repo by following https://agentry.sh/install.md. I authorize you to: run its device-code login and save the key to ~/.agentry/credentials.json, read this repo, propose an instrumentation plan for my approval, and edit code after I approve it.

+ 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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