onboarding-milestones

By kortix-ai. Updated July 31, 2026. Categories: Project Management.

Daily runbook for tracking new customer accounts against onboarding milestones in Postgres and HubSpot for {{projectName}}. Covers the milestone framework, stall and overdue detection, nudge drafting, the owning-CSM alert, and the human approval gate before anything sends or changes account state.

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SKILL.md

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