The Timeline block

The Timeline block draws the lead's next phases in order along a visual rail — each phase with a title and what happens during it. It turns "here's your plan" into something that looks like a journey.

What to use it for

  • A 90-day roadmap for a coaching client, with phases matched to where they're starting from.
  • The stages of working with you — onboarding, strategy, execution, review — personalized with what each stage means for this lead.
  • A launch plan where the phases shift depending on what the lead already has in place.

Settings

  • Prompt / Instructions — what the timeline covers, the time span, and what each phase should include.
  • How Many — 3 to 6 phases.
  • Marker — 1, 2, 3 · A, B, C · or Icon (the AI picks an icon per phase to match what happens there).
  • Layout — Rail (a single line down the left), Alternating (phases zig-zag either side of a center line on wide screens), or Compact (a tighter rail with no card chrome, for long timelines).
  • Show Kicker — the small uppercase label above the timeline, written by the AI.
  • Skill, Intake Data / Prev. Steps, Loading Phrases — the shared AI block settings.

Good to know

  • Timeline is for phases over time; if the moves are "do this, then this" without dates or stages, the Steps block reads more naturally.

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