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.
Project Delivery → Onboarding
Onboarding console for CRM + Follow-Up Automation
Source of truth: CRM + Follow-Up Automation scoped delivery source of truth. This console controls onboarding for CRM + Follow-Up Automation only.
Complete
0%
Onboarding progress
Client actions
3
Inputs requested
Blocked items
1
Risks/blockers
Next action
Confirm CRM + Follow-Up Automation scope
Before project kickoff
Kickoff dependency
TBD - CRM + Follow-Up Automation kickoff review
Meeting remains dry-run
Data request checklist
Required from Shannon / HiSkin
Phase 1 · pending client
CRM + Follow-Up Automation onboarding
Confirm the inputs, owner, source data, and approval path for CRM + Follow-Up Automation.
Owner: Ariel West Long
Target: Pre-kickoff
Required client inputs
- CRM + Follow-Up Automation scope confirmation
- Client owner
- Relevant source data
ArtMetrics actions
- Prepare scoped project checklist
- Map dependencies
- Confirm safe dry-run boundaries
Dependencies
- CRM/email/SMS provider not configured
Acceptance criteria
- CRM + Follow-Up Automation can start without borrowing Membership Sales Rollout state.
Risks / blockers
- CRM/email/SMS provider not configured
Evidence / files
- Follow-up templates
- Data Source Audit
Completion checklist
- Scope confirmed
- Owner confirmed
- Inputs confirmed
- Launch gates identified