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Onboarding Milestone Tracking Skill

A shared, consistent definition of 'on track' and 'stalled' for every new customer, instead of each CSM's weekly impression.

Skill packs from ₹999 for up to 5 skills.

What it does

Compare dated milestones with actual progress and flag stalls with a configured grace period.

How to use it

Works in the AI tool you already use. Pick yours for the exact steps — full guide.

Which AI tool do you use?

Set up in ChatGPT

About 5 minutes

If you already use ChatGPT on the web or the app.

1
Download your skill (from the skill's page or My orders) and unzip it.
How do I unzip the download?
- Windows: right-click the downloaded file (it ends in .zip) → Extract All → Extract. A normal folder opens.
- Mac: double-click the .zip file. A normal folder appears next to it.
- Can't find the download? Look in your Downloads folder, or download it again from My orders.
2
Open ChatGPT. In the left sidebar click New project and name it after the skill.
3
Open the project's Instructions, paste in everything from SKILL.md, and save. If the folder also has a knowledge folder, add those files to the project too.
How do I copy what's inside SKILL.md?
- Open the unzipped folder and find the file called SKILL.md.
- Windows: right-click it → Open with → Notepad. Mac: right-click it → Open With → TextEdit.
- Press Ctrl + A then Ctrl + C to copy everything (Mac: ⌘ + A then ⌘ + C).
- Symbols like # and * are normal — they are formatting. Copy them too.
4
Start a new chat inside that project and ask for the job in your own words, for example:
Type something like
Use the onboarding-milestone-tracking skill. Here is what I need: <describe your task and paste any details, like a list or a document>

You're done when: ChatGPT asks for anything it's missing, then works through the job step by step. Every new chat in this project uses the skill.

Want to share it with your team? Create a custom GPT instead: paste SKILL.md into Configure → Instructions and add any extra files under Knowledge.

Inputs and outputs

Input

{ plan: Milestone[], completions: Completion[], activation: Metric[], graceDays: number, asOf }

Output

{ milestones: {id, status: "done"/"on_track"/"at_risk"/"stalled"/"unknown", dueDate, daysLate?, evidenceRefs[]}[], overall, firstValueReached: boolean/null }

Tools and integrations

Tools: run_code (sandbox)
Integrations: int.sandbox
Builds on: Data Query Skill and CRM Intelligence Skill outputs

Guardrails

Permissions: no network egress
Checks before output: weights and grace period configured per plan; unknown is never counted as stalled; same input gives the same output

Questions

Is the Onboarding Milestone Tracking Skill free?

Yes. Verify your email and the Onboarding Milestone Tracking Skill downloads straight away — no card, no trial.

Which AI tools does it work with?

Any assistant that accepts files or custom instructions: Claude (Code, desktop and web), ChatGPT, Gemini, GitHub Copilot, Cursor, Windsurf, Codex and Gemini CLI, or any model through its API. The download includes HOW-TO-USE.md with the steps for each.

How do I install it?

Unzip it, then add SKILL.md to your AI tool: a skills folder in Claude, a Project or custom GPT in ChatGPT, a Gem in Gemini, a rules file in Cursor or Copilot — the how-to-use guide has the exact steps.

Which problem does it solve?

Customers churn and support is drowning. Triage and resolve tickets, review refunds and quality, and catch churn and expansion signals early.