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Milestone

A milestone is a defined checkpoint in the customer's journey, tied to a specific outcome that marks meaningful progress.

Examples

  • "Account provisioned" (Day 1)
  • "First admin trained" (Day 7)
  • "First report generated" (Day 14)
  • "Go-live" (Day 30)
  • "First QBR" (Day 90)
  • "First expansion" (Day 180)
  • "Renewal commit" (Day 330)

Why milestones matter

Milestones create a shared scoreboard between vendor and customer. They make progress visible, anchor QBR conversations, and let you forecast renewal health (customers who hit early milestones renew at 2–3× the rate of those who don't).

How BlueHill helps

Milestones are first-class objects in BlueHill — tied to onboarding templates, visible on the customer record, surfaced in status reports. Hitting (or missing) a milestone triggers automations or flags health-score changes.

Related: Customer journey · Onboarding · Success plan