All 9 locationsCurrent month

Manager console

Monitor conversion, adherence, and coaching opportunities across locations.

HiSkin · Project-scoped command center

Project Delivery · KPI + Conversion Analytics

MemberLift → KPI + Conversion Analytics → 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 data connectionPending scoped project inputs

Project Delivery → Onboarding

Onboarding console for KPI + Conversion Analytics

Source of truth: KPI + Conversion Analytics scoped delivery source of truth. This console controls onboarding for KPI + Conversion Analytics only.

No production systems connected

Complete

0%

Onboarding progress

Client actions

3

Inputs requested

Blocked items

1

Risks/blockers

Next action

Confirm KPI + Conversion Analytics scope

Before project kickoff

Kickoff dependency

TBD - KPI + Conversion Analytics kickoff review

Meeting remains dry-run

Data request checklist

Required from Shannon / HiSkin

Sales data
Marketing data
Team backgrounds
Top performer list
Current conversion rates
Studio manager list
35-rep roster
9-location list
Current sales scripts
Current SMS/email templates
Automation platform details
Front desk device/workflow details

Phase 1 · pending client

KPI + Conversion Analytics onboarding

Confirm the inputs, owner, source data, and approval path for KPI + Conversion Analytics.

Owner: Ariel West Long

Target: Pre-kickoff

Required client inputs

  • KPI + Conversion Analytics scope confirmation
  • Client owner
  • Relevant source data

ArtMetrics actions

  • Prepare scoped project checklist
  • Map dependencies
  • Confirm safe dry-run boundaries

Dependencies

  • Boulevard/Jane/CRM export access

Acceptance criteria

  • KPI + Conversion Analytics can start without borrowing Membership Sales Rollout state.

Risks / blockers

  • Boulevard/Jane/CRM export access

Evidence / files

  • KPI scorecard
  • Data Source Audit

Completion checklist

  • Scope confirmed
  • Owner confirmed
  • Inputs confirmed
  • Launch gates identified