Manager console

Monitor conversion, adherence, and coaching opportunities across locations.

HiSkin · Project-scoped command center

Project Delivery · CRM + Follow-Up Automation

MemberLift → CRM + Follow-Up Automation → Project Delivery. This workspace is scoped to HiSkin onboarding, launch readiness, RFIs, meetings, Slack, Close sync previews, and semi-automated delivery operations only.

Demo / dry-runPending integration readinessPending scoped project inputs

HiSkin / MemberLift activation

HiSkin Membership Sales System Implementation

Build and deploy a repeatable membership/package sales system across 9 HiSkin studio locations by July 1, focused on first appointment membership conversion, sales process adherence, SMS/email follow-up, manager coaching, and ongoing performance refinement.

Onboarding activeJuly 1, 2026 launchdry_run

Primary KPI

First appointment membership conversion rate

Membership conversion

Implementation

$6,000

$5,400 upfront option

Retainer

$3,000/month

Post-rollout operating cadence

Locations

Studio rollout

Sales reps

Manager coaching system

Readiness

34%

5 blockers

Launch Readiness

July 1 launch readiness

5 blockers

Overall readiness

34%

Green/yellow/red gate

Onboarding complete

20%

Client inputs pending

Open RFIs

Formal confirmations

Approvals pending

Launch gates

Launch blockers

Missing launch-readiness approval owner
SMS/email automation capability not confirmed
Unresolved RFIs
Manager training not complete
Discovery data not yet received

Status areas

Training readiness: yellow
SMS/email readiness: red
Manager training readiness: yellow
Overdue checkpoints: 0

Meeting minutes carry-forward

Confirm Taylor Duncan alignment call.
Complete contract and NDA path.
Send sales, marketing, team, and top performer data.
Confirm SMS/email automation capabilities.
Confirm front desk device readiness.
Confirm launch-readiness approval owner.

Latest filed minutes

HiSkin MemberLift Sales System Implementation — Deal Activation & Kickoff Planning
Next Steps After Today's Meeting
Meeting Minutes Filed — HiSkin MemberLift Deal Activation

Operating cadence

Friday Sales Manager Rollout Meeting

Weekly Fridays, mandatory for the first 90 days, then optional/as-needed. Rolling Smart Agenda feeds unresolved RFIs, overdue checkpoints, launch blockers, approvals, and New Business as new developments.

Required attendees: Ariel, Taylor Duncan, Studio managers

Optional attendees: Shannon

MarketX Agenda Helper: enabled with fallback

Current phase

Pending integration readiness

Project-scoped phase

Overall progress

No completion implied before kickoff

Client action required

2 open

Scoped to this project

Next meeting

TBD - CRM + Follow-Up Automation kickoff review

Calendar action locked

Launch readiness

Pending scoped project inputs

Launch gates tracked here

Client approval

Pending

Approval workflow dry-run

Client action queue

Confirm CRM + Follow-Up Automation scope

pending client

Confirm the project-specific inputs for CRM + Follow-Up Automation. This does not use Membership Sales Rollout tasks.

Owner: HiSkin · Target: Before project kickoff

Confirm Follow-Up client owner

pending client

Assign one client-side owner for decisions and review.

Owner: HiSkin · Target: Before project kickoff

ArtMetrics HiSkin Slack Channel

Use #client-hiskin-memberlift for rollout updates, RFIs, meeting follow-ups, approvals, and launch-readiness blockers.

Setup required

Slack access is not configured yet.

Project health

Scope

pending

CRM + Follow-Up Automation scope pending client confirmation.

Data

pending

Email/SMS and CRM writes locked

Launch readiness

pending

Launch gates will be evaluated after scoped onboarding.

Timeline / next milestones

Project setup

CRM + Follow-Up Automation scope confirmation

Owner: Ariel West Long · Target: Pre-kickoff · not started

Assets / readiness

Follow-up templates

inherited resource · pending client confirmation · Ariel West Long

Data Source Audit

inherited resource · pending client confirmation · Ariel West Long