Front Desk Conversion Audit
Diagnosing first visit conversion, membership ask consistency, and rebooking gaps.
$2,500 · due 2026-05-24 · owner Ariel West Long
Manager console
Monitor conversion, adherence, and coaching opportunities across locations.
HiSkin Admin Guide
How to Create a New Milestone Contract
A short operator guide for turning an approved HiSkin scope into a milestone agreement, timeline event, and Close CRM status update.
Admin path
- Step 1: Select client, studio, and engagement
- Step 2: Choose milestone template
- Step 3: Add scope, deliverables, due date, owner, and fee
- Step 4: Generate milestone agreement
- Step 5: Mark as draft, sent, approved, or completed
- Step 6: Log milestone to client timeline
- Step 7: Sync status to Close CRM if linked
What Shannon should do
Select the client record or studio user. For the current proposal conversation, use Shannon or the portfolio record.
Choose the milestone template that matches the next commercial step: audit, scripts, manager dashboard, or member portal beta.
Confirm the scope, deliverables, due date, owner, and fee before generating the agreement preview.
Set the status to draft, sent, approved, or completed. GrowthDesk keeps that status visible on the client profile.
Use the timeline and Close CRM preview so sales communication, Client Success Manager notes, and delivery status stay in one operating layer.
Templates available
Membership Scripts + Follow-Up Cadence
Turning training into daily execution for reps and studio managers.
$4,500 · due 2026-06-03 · owner Client Success Manager
Manager Coaching Dashboard
Giving studio managers visibility into conversion, follow-up, risk, and coaching actions.
$5,000 · due 2026-06-10 · owner Taylor Duncan
Member Portal + Adri Beta
Testing a member-facing assistant without leaking internal GrowthDesk tools.
$3,500 · due 2026-06-17 · owner Ariel West Long