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Proposal
All 9 locationsCurrent month

Manager console

Monitor conversion, adherence, and coaching opportunities across locations.

Prepared for HiSkin — Confidential Proposal

MemberLift

GrowthDesk by ArtMetrics · Demo workspace · external actions locked

A practical sales reinforcement engagement for improving first-appointment membership conversion across 9 locations.

The consulting engagement builds the system. GrowthDesk + Ongoing Sales Enablement keeps it visible, coachable, and improving after rollout.

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Executive decision frame

The decision in front of you

The question is not whether your team needs more scripts. The question is whether your current process can make front-desk sales consistent, visible, and coachable enough to protect paid demand and grow recurring membership revenue across 9 locations.

Issue

Your paid demand is reaching the front desk, but first-appointment membership conversion is not consistent enough to support the growth target.

Risk

Sales metrics are lagging indicators. By the time conversion is low, the missed pitches, weak follow-up, and coaching gaps have already happened.

Recommendation

Approve the $6,000 consulting engagement to build the sales system, then use GrowthDesk + Ongoing Sales Enablement to keep the system adopted, reinforced, and improving.

Decision needed

Create the new Upwork fixed-price contract offer and target kickoff Tuesday or Wednesday next week.

Confidential proposal

Executive Summary

You are operating a multi-location esthetics business with significant paid demand, recurring membership revenue, and meaningful operational complexity. You do not need another static sales document. You need a repeatable way to reinforce the membership sales process across your locations, your managers, and new hires.

The first appointment is the economic lever. Acquisition cost is already incurred before the membership decision is made, and the first transaction often offsets that acquisition cost. The durable value comes from converting more first appointments into the $119/month membership.

The issue is not simply training. Sales numbers are lagging indicators. By the time the monthly conversion rate is low, the missed membership conversations, weak objection handling, follow-up gaps, and coaching misses have already happened.

The recommendation is a two-part engagement:

1. A $6,000 fixed-fee consulting engagement to build the front-desk sales system.
2. GrowthDesk + Ongoing Sales Enablement at $2,995/month to keep the process adopted, visible, reinforced, and improving after rollout.

This should reduce dependence on manager memory, static documents, and individual rep personality — especially in a high-turnover sales role.

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.

Rollout scope

9 locations

30-35 front-desk and manager users

Membership engine

$119/month

Core recurring revenue offer

Conversion target

28% to 40%

Target range: 38-45%

Monthly opportunity

1,800-2,700

Estimated first appointments across all locations

Top-market benchmark

~$300K/month

Houston source example showing revenue potential of the model

Q3 target

500 net-new

Directional member growth target from discovery

Business case

Why this matters to the business

At your 9 locations, with a large team, significant paid acquisition spend, and approximately $500K in recurring membership revenue, inconsistent front-desk conversion is not a small sales issue. It is an operating issue.

Your front-desk team sits at the point where acquisition spend either becomes recurring membership revenue or leaks out of the system. Because this is also a high-turnover role, your current process cannot depend on informal shadowing, static scripts, or whether a particular manager remembers to coach that week.

The system has to make the right behaviors visible while there is still time to reinforce them.

Operating alignment

Built for operating reality

For the COO

A practical way to standardize front-desk execution across locations without ripping out Boulevard or Absorb.

For the CEO

A way to protect your paid acquisition spend by improving the conversion point that turns first appointments into recurring revenue.

For managers

Earlier visibility for your managers into who needs coaching, where follow-up is slipping, and which reps are improving.

For reps

Clear language, objection support, and follow-up structure so they are not relying on memory or confidence alone.

Operating layer

GrowthDesk + Ongoing Sales Enablement

GrowthDesk is the operating layer for the sales system. It does not replace Boulevard or Absorb; it keeps the front-desk process adopted, visible, reinforced, and improving after the consulting engagement is complete.

The consulting engagement builds the system. GrowthDesk keeps the system active after the consulting engagement is complete.

pre-appointment briefs
live membership playbooks
follow-up queues
manager coaching visibility
RAMP — Rep Activation & Mastery Path onboarding
MemberLift rhythm
ongoing support and refinement

GrowthDesk also includes a structured playbook and training library covering buyer psychology, sales process, closing, incoming calls, follow-up, internet lead response, objection handling, and sales mindset. This gives RAMP — Rep Activation & Mastery Path enough depth to support new reps while giving managers consistent material to coach from.

RAMP definition

Rep Activation & Mastery Path

30-Day On-Ramp

RAMP gives every new rep a repeatable path from observation to independent execution, while giving managers visibility into coaching opportunities before performance issues appear in the monthly numbers.

Stack fit and implementation notes

Boulevard remains the operational system for bookings, client records, memberships, scheduling, and transactions. Absorb remains the learning system for product education and formal training. GrowthDesk works alongside both, starting with lightweight workflows and deepening integrations only as needed.

Behavior change example

Example: First-Appointment Conversion Brief

This is how reps know what to say before the customer is in front of them — and how managers see whether the process was followed afterward.

CAC midpoint $150Front-end AOV $250Membership $119/moDemo values

Rep Guidance

New facial client

Context

Paid-demand first visit. AOV offsets CAC; membership creates recurring value.

Customer goal

Visible skin improvement without pressure or too many options.

Recommended positioning

$119/month consistency plan.

Value framing

Best results come from staying on a plan.

Likely objection

Too expensive

Objection:

Suggested response

I completely understand wanting to be thoughtful. The reason we recommend the membership is that it makes your skincare plan more consistent and predictable instead of waiting until something feels urgent. Based on your goals, this is the simplest way to keep momentum.

Close

Would you like me to walk you through getting started today so your next visit is already part of the plan?

Follow-up

Send a same-day recap with the membership value, next recommended visit, and a soft invitation to join before the next appointment.

A small lift in first-appointment membership conversion can offset the ongoing operating layer. Roughly 26 incremental memberships offsets the $2,995/month engagement.

Supporting operating examples

Supporting detail

Live Membership Playbook

Core workflow

  • Warm welcome and confidence-setting introduction
  • Goal question to identify desired outcome
  • Value bridge connecting goals to membership consistency

Recommendation flow

  • Membership recommendation tied to treatment cadence
  • Objection branch for hesitation or uncertainty
  • Soft close that keeps pressure low and momentum high

Follow-up

  • Follow-up workflow if the client does not join immediately

Outcome: reps can move from greeting to recommendation without relying on memory or a static script.

Supporting detail

Objection Handling Assistant

Response paths

  • "Too expensive" value reframing workflow
  • "Need to think" momentum preservation response
  • "Talk to spouse" alignment and follow-up process

Confidence builders

  • "Not ready" education and timing workflow
  • "No time" convenience and consistency positioning
  • "Comparing options" differentiation and trust reinforcement

Manager visibility

  • Objection trends and rep confidence gaps become coachable

Manager insight: see which objections repeat, where confidence drops, and what needs coaching next.

Supporting detail

RAMP — Rep Activation & Mastery Path

30-Day On-Ramp structured around measurable readiness

Week 1 · Foundations + Observation

Brand and service fundamentals, membership structure, shadowing top performers

Week 2 · Guided Sales Execution

Pitch structure, objection drills, discovery and recommendation flow

Week 3 · Live Performance + Certification

Live pitch tracking, conversation review, close certification checkpoint

Week 4 · Independent Execution + Readiness Signoff

Independent execution, KPI review, ongoing development path assignment

Certification: managers can see readiness before a new rep is treated as fully independent.

Supporting detail

Multi-Location Benchmark View

Benchmarking

  • Houston source example showing ~$300K/month performance potential
  • Strong-market behavior used as the rollout model
  • Conversion tracking by studio, manager, and rep

Operational visibility

  • Process reinforcement visible across all locations
  • Early intervention before conversion declines compound
  • Cross-location comparison for onboarding, follow-up, and close consistency

Manager insight: spot where performance drift begins before it shows up as missed monthly revenue.

Implementation roadmap

From diagnostic to rollout in 90 days.

A phased implementation designed to improve first-appointment membership conversion without disrupting the current operating stack.

Diagnostic Sprint → Rollout Timeline

Consulting Engagement

Phases 1–2: Build the system

This engagement creates the repeatable sales system, onboarding structure, KPI framework, objection handling, manager guidance, and rollout recommendations.

Consulting engagement completion: Delivery of finalized sales system assets and rollout recommendations.

GrowthDesk + Ongoing Sales Enablement

Phases 3+: Operationalize the system

These phases operationalize, reinforce, and support the system after the consulting engagement is complete.

1

Phase 1

Week 1

Phases 1–2

Front Desk Sales Diagnostic Sprint

Identify where first-appointment membership conversion is being won or lost across locations, managers, and reps.

Estimated effort: 25-30 hours

Output: Membership conversion blueprint + rollout priorities

Identify what top performers already do differently.

Deliverables 8
  • - Leadership interviews
  • - Top-performer analysis
  • - Sales process review
  • - Current KPI review
  • - Membership conversion review
  • - Manager coaching review
  • - Follow-up flow audit
  • - Boulevard / workflow review
Requested kickoff inputs 10
  • - Current package/membership sales process
  • - Existing scripts
  • - Front-desk training materials
  • - Conversion data by studio/team member if available
  • - Top performer names
  • - Current job descriptions
  • - Onboarding materials
  • - KPI reports
  • - Manager coaching process
  • - Sample objection/follow-up examples
2

Phase 2

Weeks 2-4

Phases 1–2

Sales System Buildout

Turn top-performer behavior into a repeatable front-desk sales system.

Output: Operational sales system ready for rollout

Turn static scripts into repeatable workflows.

Deliverables 10
  • - Membership scripts
  • - Package scripts
  • - Objection handling
  • - Follow-up language
  • - KPI scorecards
  • - Manager coaching structure
  • - Roleplay framework
  • - First-appointment conversion flow
  • - Returning non-member flow
  • - 30-day onboarding plan
3

Phase 3

Month 2

Phases 3+

GrowthDesk Setup + Manager Enablement

Operationalize the sales system across all locations.

Output: Managers and reps using the system during live customer interactions

Managers gain coaching visibility before the month is over.

Deliverables 10
  • - GrowthDesk workspace setup
  • - 9-location configuration
  • - 30-35 user setup
  • - RAMP — Rep Activation & Mastery Path onboarding configuration
  • - Script/playbook migration
  • - Manager coaching visibility
  • - Quota and conversion feedback setup
  • - Absorb LMS alignment
  • - Boulevard overlay workflows
  • - Studio manager rollout prep
4

Phase 4

Month 3+

Phases 3+

90-Day Operating Rhythm

Turn the rollout into a repeatable operating cadence.

Output: A repeatable membership conversion operating system across all locations

Create a repeatable operating rhythm across locations.

Deliverables 9
  • - Weekly conversion reviews
  • - Rep process reinforcement
  • - Follow-up visibility
  • - Coaching interventions
  • - RAMP — Rep Activation & Mastery Path progression
  • - Studio benchmarking
  • - Membership conversion feedback loop
  • - Manager pulse reviews
  • - Ongoing optimization

Consulting Engagement

Phases 1–2 create the repeatable sales system and rollout guidance.

GrowthDesk + Ongoing Sales Enablement

Phases 3+ operationalize and reinforce the system after consulting completion.

No rip-and-replace

This rollout works alongside Boulevard and Absorb without forcing a rip-and-replace.

Ready to move from training to operational consistency?

Kickoff targeted for Tuesday or Wednesday next week pending approval.

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Commercial decision

Investment

Keep the structure simple: Phases 1–2 are the fixed-fee consulting engagement that creates the sales system and rollout guidance. Phases 3+ are GrowthDesk + Ongoing Sales Enablement, which operationalizes and reinforces the system after the consulting engagement is complete.

The $6,000 consulting engagement does not include ongoing operational support, software access, implementation labor beyond the Phase 1–2 deliverables, or ongoing sales enablement after rollout.

Those functions are handled through GrowthDesk + Ongoing Sales Enablement beginning in Phase 3.

Consulting Engagement

Phases 1–2

Phases 1–2

$6,000 fixed fee

Purpose: Build the sales system.

The consulting engagement covers discovery, top-performer analysis, sales process review, scripts, objection handling, KPI structure, manager guidance, onboarding design, and rollout recommendations.

  • - Diagnostic findings
  • - Membership/package sales process recommendations
  • - Scripts and objection handling
  • - KPI scorecards
  • - Manager coaching framework
  • - Hiring/interview guidance
  • - RAMP — Rep Activation & Mastery Path onboarding structure
  • - Rollout recommendations

Completion milestone

The consulting engagement is considered complete upon delivery of the agreed sales system assets and rollout recommendations described above.

Payment through Upwork

  • - 50% funded at kickoff ($3,000)
  • - 50% funded upon delivery of Phase 1–2 deliverables ($3,000)
  • - 10% courtesy discount if funded in full at kickoff ($5,400)

GrowthDesk + Ongoing Sales Enablement

Phases 3+

Phases 3+

$2,995/month

Purpose: Operationalize and reinforce the system after consulting delivery.

GrowthDesk and ongoing support operationalize the sales system after the consulting engagement is complete. The purpose is to help ensure adoption, reinforcement, manager visibility, onboarding continuity, and ongoing process improvement across locations.

  • - GrowthDesk access for 30–35 users
  • - manager coaching visibility
  • - pre-appointment briefs
  • - follow-up workflows
  • - RAMP — Rep Activation & Mastery Path onboarding
  • - manager reinforcement rhythm
  • - ongoing optimization support
  • - process refinement
  • - operational reinforcement

Commercial boundary

Clarifications and exclusions

Included in the consulting engagement

  • - Discovery and diagnostic work
  • - Top-performer analysis
  • - Sales process recommendations
  • - Scripts and objection handling
  • - KPI structure and manager guidance
  • - Hiring/interview recommendations
  • - RAMP — Rep Activation & Mastery Path onboarding framework
  • - Rollout recommendations

Not included in the consulting engagement

  • - Ongoing sales management
  • - Full CRM implementation or migration
  • - Boulevard replacement
  • - Long-term operational support
  • - Unlimited custom software development
  • - Paid media management
  • - Deep API/integration engineering
  • - Ongoing implementation labor after Phase 2 completion

GrowthDesk + Ongoing Sales Enablement

GrowthDesk and ongoing support begin in Phase 3 and are designed to operationalize, reinforce, and improve the sales process after the consulting engagement is complete.

Consulting terms

Terms and conditions

The consulting engagement is structured as a fixed-fee project rather than hourly work so that the focus remains on outcomes, recommendations, and implementation clarity rather than time tracking.

The consulting engagement covers the Phase 1–2 deliverables described in this proposal. Additional implementation work, operational support, software access, or expanded scope beyond those deliverables would be handled separately through GrowthDesk + Ongoing Sales Enablement or a mutually agreed extension of scope.

Reasonable access to leadership, existing scripts, KPI reports, onboarding materials, and relevant operational documentation is assumed in order to complete the engagement effectively.

The engagement may be paused or rescheduled by mutual agreement. Work completed prior to pause or rescheduling remains billable.

The consulting engagement is considered complete upon delivery of the agreed Phase 1–2 deliverables and rollout recommendations.

Next steps

  1. 1. Confirm scope and approval path with Shannon and Mark.
  2. 2. Create the new Upwork fixed-price contract offer.
  3. 3. Schedule kickoff for Tuesday or Wednesday next week.
  4. 4. Share scripts, Absorb outline, Boulevard reports/exports, commission plan, and top-performer names.
  5. 5. Begin diagnostic and sales system buildout.
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Why Art Metrics / Ariel Long

Ariel West Long

Ariel West Long

Art Metrics / GrowthDesk

Emailariel.long@artmetricsco.comPhone(408) 763-3959

Ariel West Long brings 15+ years across sales, business development, RevOps, and technical sales environments — starting in hospitality and retail sales, then moving into complex infrastructure and enterprise engagements. The work combines frontline sales instincts with systems thinking: pipeline creation, sales process, follow-up design, CRM cleanup, proposal strategy, and operational execution.

Sales + RevOps Operator

15+ years across hospitality, retail sales, business development, technical sales, and revenue operations.

Complex Sales Experience

Managed $12M+ in pipeline and worked complex enterprise opportunities with technical and operational buyers.

Technical Buyer Credibility

Experience selling into infrastructure, security, network, manufacturing, and operational environments where buyers expect clarity, specificity, and follow-through.

Systems + Follow-Up Focus

Consulting work across CRM cleanup, revenue leak audits, lead routing, follow-up systems, funnel diagnostics, and sales process design.

Selected enterprise account experience

Experience with accounts including TSMC, NVIDIA, Foxconn, Thermo Fisher, Ferrotec, and Comet Group.