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

Activity

Submit project activity

Entries are scoped to CRM + Follow-Up Automation. Demo mode stores entries in local component state and does not imply a production write.

Demo-safe

Project activity feed

CRM + Follow-Up Automation

4 entries

Slack summary preview created and Close note preview created

GrowthDesk · 2026-05-09T18:10:00.000Z · CRM + Follow-Up Automation

UpdateCompletedClient-visibledry-run

Close and Slack previews are dry-run/not configured safe. No real external send was made from the meeting minutes filing.

Section: CollaborationRelated record: Collaboration

RFI register updated

GrowthDesk · 2026-05-09T18:05:00.000Z · CRM + Follow-Up Automation

UpdateOpenClient-visibledry-run

RFI-HS-0001 through RFI-HS-0006 remain open pending client confirmations. No RFI was marked answered from the meeting notes.

Section: OnboardingRelated record: Open RFIs

Meeting minutes filed: HiSkin MemberLift Deal Activation

Ariel · 2026-05-09T18:00:00.000Z · CRM + Follow-Up Automation

Meeting noteCompletedClient-visibledry-run

Formal meeting minutes were filed under Past Meetings and linked to RFIs, next steps, Close note preview, Slack summary preview, and Rolling Smart Agenda carry-forward.

Section: CollaborationRelated record: Past Meetings / Meeting Minutes

CRM + Follow-Up Automation scoped workspace initialized

Ariel · 2026-05-08T00:00:00.000Z · CRM + Follow-Up Automation

NoteOpenInternal onlydry-run

This project has independent onboarding, delivery, budget, activity, and import state. Membership Sales Rollout data is not reused here.

Section: Onboarding