Create Milestone Contract

A simple admin path for Shannon and ArtMetrics to turn an approved scope into a draft, sent, approved, or completed milestone agreement tied to the client record and Close CRM status.

Demo workspace. Demo values based on discovery assumptions. This sandbox does not send messages, collect payments, connect to Boulevard or Absorb, or write to production systems.

Client Records Admin Guide

Demo users can inspect the milestone contract flow. Super admin mode unlocks field editing, agreement generation, timeline logging, and Close CRM sync actions.

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

Agreement builder

Milestone details

Build the contract from the client record, studio, template, owner, due date, deliverables, fee, and status.

draft

Client / studio userStudioEngagementMilestone template

Diagnosing first visit conversion, membership ask consistency, and rebooking gaps.

OwnerDue dateFeeStatus

ScopeDeliverables

Generated agreement

Milestone Agreement: Front Desk Conversion Audit
Client: Shannon
Studio: Portfolio
Engagement: HiSkin Membership Sales System Implementation
Owner: Ariel West Long
Due date: 2026-05-24
Fee: $2,500

Scope
Audit the current first-visit path, membership ask, missed follow-up, rebooking cadence, and manager visibility for one studio cohort.

Deliverables
- Front desk conversion baseline
- Membership ask observation notes
- Follow-up gap summary
- Manager visibility recommendations

Status: draft
Close CRM: status can be synced to the linked HiSkin lead/contact when provider credentials are enabled.

Client timeline log

Milestone draft: Front Desk Conversion Audit

Ariel West Long owns 4 deliverables due 2026-05-24. Fee: $2,500.

GrowthDesk

Close CRM note preview

{
  "title": "GrowthDesk milestone draft: Front Desk Conversion Audit",
  "note": "Milestone: Front Desk Conversion Audit\nEngagement: HiSkin Membership Sales System Implementation\nStudio: Portfolio\nOwner: Ariel West Long\nDue date: 2026-05-24\nFee: $2,500\nStatus: draft\nDeliverables:\n- Front desk conversion baseline\n- Membership ask observation notes\n- Follow-up gap summary\n- Manager visibility recommendations"
}