LISTENINGPOST

Customer success

Onboarding Milestone Status

Track customer progress against an agreed plan.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Track customer progress against an agreed plan.

What it covers

Inputs

Account, current onboarding/success plan, cutoff.

Result

Plan status table with evidence, blocked prerequisites and next owner actions.

What it uses

CRMSlackCalendarEmailDocumentsProject toolsKeep memory
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Attio, Slack, Google Workspace, Linear, Keep memory.

Procedure

  1. Resolve inputs for Onboarding Milestone Status: account, renewal_window, time_window, csm. Default time window: renewal window and last 30 days of account activity (override if caller provides time_window). Ask only.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Onboarding Milestone Status (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Customer success →
PM Book of Business→Review a pm account book. Uses time window, project key, initiative, person.Product Gap Commitments Log→Product Gap Commitments Log. Uses account, renewal window, time window, csm.QBR Prep→Prepare a customer business review against agreed outcomes.