Client input

Onboarding confirmation

We filled in the details already known from the project, signed-in user, and public sources. Only add corrections or proprietary details the delivery team cannot safely infer.

Review, correct, submit

We prefilled what we could.

This form uses signed-in user data, known project details, launch-kit information, and public location data. Please review for accuracy. If something is proprietary or internal, we need your help.

29 fields prefilled10 items need confirmationNo passwords or sensitive records
What still needs client input
  • - KPI and reporting exports
  • - Current scripts, training docs, and follow-up examples
  • - Approved system access paths and permission levels
  • - Location manager ownership and location-specific constraints
  • - Compliance, brand, legal, and clinical review rules
Organization Overview

Client email to copy

shannon@hiskin.care

Prefilled from project launch kit. Review for accuracy before submitting.

Primary decision maker

Shannon - operational decisions; Mark - executive decisions

Prefilled from project launch kit. Review for accuracy before submitting.

Approval stakeholders

Mark - executive decisions; Shannon - operational decisions; Taylor + Shannon - sales process and revenue workflow decisions; Ana - scheduling and coordination.

Prefilled from project launch kit. Review for accuracy before submitting.

Daily operator contact

Shannon - primary client lead / operations lead

Prefilled from project launch kit. Review for accuracy before submitting.

Billing/admin contact

Taylor + Shannon - billing and contract coordination. Please confirm the final billing contact.

Prefilled from project launch kit. Review for accuracy before submitting.

Emergency/launch contact

Shannon for rollout coordination; Mark for executive escalation.

Prefilled from project launch kit. Review for accuracy before submitting.

Preferred support channel

Project portal for rollout items; centralized email thread for decisions. Please confirm the preferred channel.

Prefilled from project launch kit. Review for accuracy before submitting.

Brand / Marketing Assets

Brand priorities

Clear, credible, consistent consultation experience across locations. Please confirm final brand priorities.

Prefilled from project launch kit. Review for accuracy before submitting.

Approved brand assets

Current project documents and logo assets are staged in the project portal. Upload or link newer approved assets if they exist.

Prefilled from project launch kit. Review for accuracy before submitting.

Visual references

Existing Hi, Skin web/location presence and approved launch materials. Add newer references if they should guide the rollout.

Prefilled from project launch kit. Review for accuracy before submitting.

Tone notes

Calm, clear, expert, direct, and outcome-oriented. Do not overpromise medical or regulated outcomes.

Prefilled from project launch kit. Review for accuracy before submitting.

What must stay consistent across locations

Membership sales process, first-appointment conversion flow, KPI definitions, follow-up expectations, manager coaching rhythm, and weekly operating cadence.

Prefilled from project launch kit. Review for accuracy before submitting.

What should be location-specific

Location manager ownership, booking links, local launch constraints, staffing/training nuances, and local priority differences.

Prefilled from project launch kit. Review for accuracy before submitting.

Location Directory

Public location details are prefilled where available. Confirm anything that changed and add proprietary manager, booking, or launch details.

Location list

Montrose (Texas); Uptown Park (Texas); MKT Heights (Texas); Rice Village (Texas); 14th Street (D.C. + Virginia); Mosaic (D.C. + Virginia); Phoenix (Arizona); Gilbert (Arizona); Scottsdale (Arizona)

Prefilled from public location data. Confirm anything that is no longer current.

Address per location

Montrose: 888 Westheimer Rd., Suite 127A, Houston, TX 77006 Uptown Park: 1121 Uptown Park Blvd, Suite 14, Houston, TX 77056 MKT Heights: 600 N. Shepherd Dr., Suite 420, Houston, TX Rice Village: 5425 Kelvin Drive, Houston, TX 77005 14th Street: 1709 14th St. NW, Washington, DC 20009 Mosaic: 2980 District Avenue Suite 130, Fairfax, VA 22031 Phoenix: 100 East Camelback Road, Suite 132, Phoenix, AZ 85012 Gilbert: 2050 E. Williams Field Road, Suite 102, Gilbert, AZ 85295 Scottsdale: 6208 Scottsdale Rd, Suite 104, Scottsdale, AZ 85253

Prefilled from public location data. Confirm anything that is no longer current.

Phone/email per location

Montrose: (832) 241-6139; montrose@hiskin.care Uptown Park: (713) 497-5604; uptownpark@hiskin.care MKT Heights: (713) 505-1184; mkt@hiskin.care Rice Village: (713) 485-0509; ricevillage@hiskin.care 14th Street: (202) 827-0069; 14thstreet@hiskin.care Mosaic: (703) 563-0154; mosaic@hiskin.care Phoenix: (602) 274-1004; phoenix@hiskin.care Gilbert: (602) 836-4519; gilbert@hiskin.care Scottsdale: (480) 702-0088; scottsdale@hiskin.care

Prefilled from public location data. Confirm anything that is no longer current.

Service priorities per location

Membership sales rollout, first-appointment conversion flow, KPI/funnel visibility, front desk process standardization, weekly manager operating cadence.

Prefilled from project launch kit. Review for accuracy before submitting.

Local market notes

Texas: Montrose, Uptown Park, MKT Heights, Rice Village D.C. + Virginia: 14th Street, Mosaic Arizona: Phoenix, Gilbert, Scottsdale

Prefilled from public location data. Confirm anything that is no longer current.

Access + Systems

Do not paste passwords into this form. Invite the delivery team as users or use the secure access method provided.

Likely systems involved

Website / CMSCRMEmail/SMS platformAnalyticsBooking systemPaymentsExisting docs/assets

Prefilled from project launch kit. Review for accuracy before submitting.

NDA & Agreement

Review the SKIN Project Onboarding NDA before submitting. The generated document is versioned as skin-nda-v1 and is not presented as signed.

Download NDA PDFSignature pending approved asset
Business Context

What does success look like in 30 days?

Kickoff complete, operating cadence active, diagnostic inputs received, first-appointment conversion workflow reviewed, KPI baseline and stakeholder routing clarified.

Prefilled from project launch kit. Review for accuracy before submitting.

What does success look like in 90 days?

Repeatable front-desk membership conversion rhythm, manager coaching cadence, follow-up reinforcement, and reporting visibility operating across priority locations.

Prefilled from project launch kit. Review for accuracy before submitting.

What is currently broken or inconsistent?

Working hypothesis: first-appointment membership conversion varies by location, manager, and rep; follow-up and coaching consistency need confirmation from internal data.

Prefilled from project launch kit. Review for accuracy before submitting.

Which locations or services are highest priority?

Membership sales rollout, first-appointment conversion flow, KPI/funnel visibility, front desk process standardization, weekly manager operating cadence.

Prefilled from project launch kit. Review for accuracy before submitting.

What decisions require Shannon and/or Mark approval?

Operational approvals: Shannon. Executive decisions: Mark. Sales/revenue workflow decisions: Taylor + Shannon. Implementation recommendations: ArtMetrics. Please confirm.

Prefilled from project launch kit. Review for accuracy before submitting.

Launch + Support Expectations

Target launch window

Launch prep active; weekly reviews Friday May 15 and Friday May 22 at 10:00 AM, then Thursdays at 10:00 AM starting May 28.

Prefilled from project launch kit. Review for accuracy before submitting.

Must-have launch requirements

Confirmed stakeholders, approved scope, diagnostic inputs, location directory, access/invite path, KPI/reporting inputs, and launch constraints.

Prefilled from project launch kit. Review for accuracy before submitting.

Nice-to-have items

Current scripts, objection handling examples, top-performer notes, manager coaching examples, and follow-up templates.

Prefilled from project launch kit. Review for accuracy before submitting.

Response expectations

Use the Weekly Operating Review for normal decisions. Raise urgent blockers through the agreed support channel. Confirm preferred response times.

Prefilled from project launch kit. Review for accuracy before submitting.

Ongoing optimization priorities

Follow-up discipline, coaching visibility, first-appointment conversion consistency, rep onboarding, and KPI/funnel visibility.

Prefilled from project launch kit. Review for accuracy before submitting.

Submit onboarding

Submissions notify the delivery team and keep the rollout moving without asking for passwords or sensitive records.