Manager console
Monitor conversion, adherence, and coaching opportunities across locations.
MemberLift / Project
Manager Coaching Console
Manager-facing project for coaching queues, adherence visibility, and location-level action rhythm.
HiSkin / GrowthDesk by ArtMetrics
GrowthDesk by ArtMetrics
GrowthDesk keeps HiSkin onboarding, RFIs, meetings, Slack cadence, Close activity, and manager coaching visible through launch and the $3,000/month operating cadence.
Program context
MemberLift workspace
Related project workspaces
MemberLift keeps related rollout, training, RAMP, analytics, and QA work visible without adding unnecessary hierarchy.
Rollout stage
Project onboarding
Pre-kickoff
KPI summary
Pending discovery baseline
First appointment membership conversion rate
Integrations
Dry-run
Shopify storefront public source · Boulevard readiness placeholder · Absorb readiness placeholder · Email/SMS locked
Latest activity
File library initialized
2026-05-08T15:09:00-08:00
Implementation
HiSkin Sales System
Onboarding active / contract signature pending
Enablement
Training
Pending kickoff
Enablement
RAMP
Demo framework prepared
Sales System
Objections
Pending discovery inputs
Intelligence
Analytics
Pending data connection
Quality
QA
Pending process confirmation
Growth Systems
Retail Attach
Pending product confirmation
Automation
Follow-Up
Pending integration readiness
Growth Systems
Reactivation
Future project
Manager Console
Coaching
Pending manager workflow confirmation
Locations
9
All Skin Clinic markets
Users
30–35
Front desk and managers
Membership
$119/month
Recurring revenue engine
Conversion
28% → 38–45%
Demo target range
Q3 target
500
Net-new members
Consulting
$6,000
Phase 1–2 fixed fee
Proposal content
The decision in front of you
The question is not whether your team needs more scripts. The question is whether your current process can make front-desk sales consistent, visible, and coachable enough to protect paid demand and grow recurring membership revenue across 9 locations.
Issue
Your paid demand is reaching the front desk, but first-appointment membership conversion is not consistent enough to support the growth target.
Risk
Sales metrics are lagging indicators. By the time conversion is low, the missed pitches, weak follow-up, and coaching gaps have already happened.
Recommendation
Approve the $6,000 consulting engagement to build the sales system, then use GrowthDesk + Ongoing Sales Enablement to keep the system adopted, reinforced, and improving.
Decision needed
Create the new Upwork fixed-price contract offer and target kickoff Tuesday or Wednesday next week.
Proposal content
Executive Summary
HiSkin is a multi-location aesthetics business with paid demand, recurring membership revenue, and a first-appointment conversion point that carries real economic leverage.
Sales numbers are lagging indicators. The operating opportunity is to reduce inconsistent front-desk execution and make the sales process visible before month-end.
The engagement has two parts: a $6,000 fixed-fee consulting engagement to build the front-desk sales system, followed by GrowthDesk + Ongoing Sales Enablement at $2,995/month to keep the system adopted, reinforced, and improving.
The goal is to reduce dependence on manager memory, static documents, and individual rep personality.
Proposal content
Operational context
You already have paid demand, recurring membership value, and multi-location complexity. Your current risk is inconsistent front-desk execution across locations, managers, and newer reps.
Success means membership conversations happen more consistently, follow-up improves, objections are handled with consistent language, and managers coach before the month is over.
New reps should progress through RAMP — Rep Activation & Mastery Path while process drift is reduced across locations.
Proposal content
Economic impact / business value
The program is designed to protect paid acquisition spend and improve the conversion point that creates recurring revenue.
A small lift across 9 locations materially changes membership MRR, and roughly 26 incremental memberships offsets the $2,995/month engagement.
Proposal content
GrowthDesk + Ongoing Sales Enablement
GrowthDesk is the operating layer for the sales system. It does not replace Boulevard or Absorb; it keeps the front-desk process adopted, visible, reinforced, and improving after the consulting engagement is complete.
Capabilities include pre-appointment briefs, live membership playbooks, follow-up queues, manager coaching visibility, RAMP onboarding, MemberLift rhythm, ongoing support, and structured playbook resources.
Proposal content
Commercial decision / Investment
Consulting Engagement: Phases 1–2, $6,000 fixed fee. Purpose: build the sales system through discovery, top-performer analysis, scripts, objection handling, KPI structure, manager guidance, onboarding design, and rollout recommendations.
Payment through Upwork: 50% funded at kickoff ($3,000), 50% funded upon delivery of Phase 1–2 deliverables ($3,000), or a 10% courtesy discount if funded in full at kickoff ($5,400).
GrowthDesk + Ongoing Sales Enablement: Phases 3+, $2,995/month. Purpose: operationalize and reinforce the system after consulting delivery.
Proposal content
Why Art Metrics / Ariel Long
Ariel West Long brings 15+ years across sales, business development, RevOps, and technical sales environments, combining frontline sales instincts with systems thinking.
Selected enterprise account experience includes TSMC, NVIDIA, Foxconn, Thermo Fisher, Ferrotec, and Comet Group.
Contact: ariel.long@artmetricsco.com, (408) 763-3959.
Roadmap
From diagnostic to rollout in 90 days.
Week 1
activePhase 1 — Front Desk Sales Diagnostic Sprint
Identify where first-appointment membership conversion is being won or lost across locations, managers, and reps.
Output: Membership conversion blueprint + rollout priorities
Focus: Identify what top performers already do differently.
Weeks 2–4
not startedPhase 2 — Sales System Buildout
Turn top-performer behavior into a repeatable front-desk sales system.
Output: Operational sales system ready for rollout
Focus: Turn static scripts into repeatable workflows.
Month 2
not startedPhase 3 — GrowthDesk Setup + Manager Enablement
Operationalize the sales system across all locations.
Output: Managers and reps using the system during live customer interactions.
Focus: Managers gain coaching visibility before the month is over.
Month 3+
not startedPhase 4 — 90-Day Operating Rhythm
Turn the rollout into a repeatable operating cadence.
Output: A repeatable membership conversion operating system across locations.
Focus: Create a repeatable operating rhythm across locations.
Programs / RAMP tab
RAMP — Rep Activation & Mastery Path
30-day ramp with 60-day benchmarks and 90-day coached milestones.
RAMP is designed to get a new front-desk rep operationally ramped by Day 30, then continue manager-supported reinforcement through 60-day benchmarks and 90-day coached milestones. The goal is not to create a long training course. The goal is to give managers a clear operating path for expectations, coaching, early wins, and predictable skill progression.
Day 30
Ramped
Rep can execute the core membership conversation and follow-up workflow independently.
Day 60
Benchmarked
Rep shows consistent behavior across real customer volume and common objections.
Day 90
Coached milestone
Rep demonstrates durable execution, responds to coaching, and reduces process drift.
Expected ramp point
30-Day Ramp
Get the rep from observation to independent first-appointment membership execution.
Days 1–7
Days 1–7 — Observe and orient
Focus
Understand the membership offer, front-desk flow, customer handoff, and language used by top performers.
Expectations
Rep can explain the membership simply, identify first-appointment opportunities, and observe how objections are handled.
Target behaviors
- Listen to live membership conversations
- Shadow follow-up process
- Review membership value framing
Early wins
Rep can describe the $119/month membership value without overexplaining.
Expected challenges
- Too much product detail
- Hesitation around price
- Uncertainty on when to introduce membership
Manager coaching checkpoint
Review 3 observed membership conversations and confirm rep can repeat the recommended positioning.
Days 8–14
Days 8–14 — Guided practice
Focus
Practice membership positioning, objection handling, and same-day follow-up with manager support.
Expectations
Rep begins using approved language in low-risk conversations and role-play.
Target behaviors
- Use value-before-price framing
- Attempt soft close
- Schedule follow-up
Early wins
Rep can handle “too expensive” and “I need to think about it” without abandoning the recommendation.
Expected challenges
- Sounding scripted
- Over-discounting
- Skipping the close
Manager coaching checkpoint
Review practice attempts and identify one phrase to reinforce.
Days 15–21
Days 15–21 — Assisted execution
Focus
Rep applies the process during live first-appointment opportunities with light manager review.
Expectations
Rep introduces membership consistently and documents follow-up needs.
Target behaviors
- Introduce membership
- Handle one objection
- Attempt close
- Schedule same-day follow-up when needed
Early wins
Rep completes first clean membership conversation from introduction through follow-up.
Expected challenges
- Forgetting follow-up
- Weak objection response
- Rushing when lobby is busy
Manager coaching checkpoint
Review live attempts and identify missed behavior patterns before month-end.
Days 22–30
Days 22–30 — Independent execution with manager review
Focus
Rep owns the membership conversation and follow-up workflow with manager coaching after the fact.
Expectations
Rep is considered ramped when they can consistently introduce membership, handle common objections, attempt the close, and complete follow-up.
Target behaviors
- Consistent membership introduction
- Objection handling
- Close attempt
- Follow-up completion
- CRM/process documentation if available
Early wins
Rep shows repeatable execution without needing manager prompting.
Expected challenges
- Consistency under volume
- Confidence with price
- Maintaining follow-up discipline
Manager coaching checkpoint
Confirm Day-30 ramp status and assign 60-day benchmark focus.
Reinforcement and consistency
60-Day Benchmarks
Confirm the rep is not just trained, but consistently applying the process across real customer situations.
Benchmark categories
- Membership conversation consistency
- Follow-up completion
- Objection handling confidence
- First-appointment conversion trend
- Manager coaching responsiveness
- Location process adherence
Seed benchmarks
- Rep introduces membership in the expected first-appointment moments.
- Rep completes same-day follow-up when the customer does not join.
- Rep can handle the top 3 objections with approved language.
- Rep understands when to escalate or ask for manager support.
- Rep’s conversion behavior is visible enough for managers to coach before month-end.
- Rep is not relying only on personality or memory.
Expected wins
- Better consistency across busy and slow days.
- Cleaner follow-up behavior.
- Fewer missed membership conversations.
- More confidence with value-before-price framing.
- Manager can identify coaching needs earlier.
Expected challenges
- Process drift after initial training.
- Rep overconfidence without consistent follow-up.
- Strong conversations but weak documentation.
- Manager inconsistency across locations.
- Price objection avoidance.
Manager checkpoint
At 60 days, manager should compare observed behavior against the Day-30 ramp standard and identify one reinforcement priority for the next 30 days.
Coached mastery and process durability
90-Day Coached Milestones
Move from basic execution to durable, coachable performance across common edge cases.
Milestone categories
- Consistent membership positioning
- Reliable objection handling
- Follow-up discipline
- Customer-specific recommendation quality
- Coaching receptiveness
- Location-level adherence
- Contribution to team learning
Seed milestones
- Rep can adapt the membership conversation to common customer types without losing the core message.
- Rep consistently frames membership around the customer’s goals, not just price.
- Rep completes follow-up without manager reminders.
- Rep can identify why a membership conversation was won, lost, or deferred.
- Rep responds to manager coaching with measurable behavior change.
- Rep can model one part of the process for a newer rep or peer.
Expected wins
- Rep becomes a reliable contributor to membership conversion.
- Manager has clearer coaching history.
- Follow-up process becomes more predictable.
- Rep handles objections with less hesitation.
- Location sees reduced process drift.
Expected challenges
- Maintaining consistency after novelty wears off.
- Handling edge-case objections.
- Keeping follow-up clean during high-volume days.
- Avoiding informal shortcuts.
- Aligning manager coaching rhythm across locations.
Manager checkpoint
At 90 days, manager should confirm whether the rep is stable, needs targeted coaching, or should be placed on a focused improvement path.
Targets and expectations
Directional management targets only. This demo does not guarantee clinical, operational, or revenue outcomes and does not fire LMS, Absorb, email, SMS, or notification actions.
Board
Project task board
ready
Confirm approval path with Shannon and Mark
Owner: Ariel West Long
Draft Upwork fixed-price contract offer
Owner: Ariel West Long
Schedule kickoff Tuesday/Wednesday
Owner: Ariel West Long
in progress
Map first-appointment conversion flow
Owner: Shared
Draft membership conversation framework
Owner: Shared
Draft objection handling guide
Owner: Shared
Draft follow-up templates
Owner: Shared
Build KPI scorecard
Owner: Shared
Build manager coaching framework
Owner: Shared
Build RAMP onboarding path
Owner: Shared
Prepare rollout recommendations
Owner: Shared
Prepare GrowthDesk manager enablement workspace
Owner: Shared
Prepare final Phase 1–2 handoff
Owner: Shared
backlog
Collect scripts and sales materials
Owner: Shared
Collect Boulevard report/export examples
Owner: Shared
Collect Absorb training outline
Owner: Shared
Identify top-performing reps
Owner: Shared
Review current membership script
Owner: Shared
Deliverables
Delivery materials and outputs
Membership Conversion Blueprint
activeOwner: Ariel West Long
First-Appointment Sales Process Map
not startedOwner: Ariel West Long
Front-Desk Script Set
not startedOwner: Ariel West Long
Objection Handling Guide
not startedOwner: Ariel West Long
Follow-Up Templates
not startedOwner: Ariel West Long
KPI Scorecard
not startedOwner: Ariel West Long
Manager Coaching Framework
not startedOwner: Ariel West Long
RAMP Onboarding Structure
not startedOwner: Ariel West Long
Rollout Plan
not startedOwner: Ariel West Long
GrowthDesk Operating Rhythm
not startedOwner: Ariel West Long
Final As-Built Summary
not startedOwner: Ariel West Long
Files
Document control and folder structure
Folder tree
00 _ Onboarding Document
activeControlled project folder for 00 _ onboarding document within the RevOps delivery workspace.
0. Pre-Flight Checklist
activeControlled project folder for 0. pre-flight checklist within the RevOps delivery workspace.
1. Proposal & Contract Docs
activeControlled project folder for 1. proposal & contract docs within the RevOps delivery workspace.
2. Scope, Plans & Specs
not startedControlled project folder for 2. scope, plans & specs within the RevOps delivery workspace.
3. Discovery Evidence & Screenshots
not startedControlled project folder for 3. discovery evidence & screenshots within the RevOps delivery workspace.
4. Worksheets
not startedControlled project folder for 4. worksheets within the RevOps delivery workspace.
5. Project Contacts
not startedControlled project folder for 5. project contacts within the RevOps delivery workspace.
6. Client Markups & Feedback
not startedControlled project folder for 6. client markups & feedback within the RevOps delivery workspace.
7. Contract Documents
not startedControlled project folder for 7. contract documents within the RevOps delivery workspace.
8. Test Results & As-Builts
not startedControlled project folder for 8. test results & as-builts within the RevOps delivery workspace.
9. Warranty, Support & Change Log
not startedControlled project folder for 9. warranty, support & change log within the RevOps delivery workspace.
10. Deliverables, Playbooks & Cut Sheets
not startedControlled project folder for 10. deliverables, playbooks & cut sheets within the RevOps delivery workspace.
11. Responsibility Matrix
not startedControlled project folder for 11. responsibility matrix within the RevOps delivery workspace.
12. Comms
not startedControlled project folder for 12. comms within the RevOps delivery workspace.
13. Misc. Items
not startedControlled project folder for 13. misc. items within the RevOps delivery workspace.
File list
Confidential Proposal
00 _ Onboarding Document · v1.0 · proposal
Owner: Ariel West Long. Reviewer: Shannon / Mark.
Final As-Built Operating System Summary
00 _ Onboarding Document · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Kickoff Checklist
0. Pre-Flight Checklist · v0.1 · checklist
Owner: Ariel West Long. Reviewer: Ariel West Long.
Change Log
0. Pre-Flight Checklist · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Discovery Intake
1. Proposal & Contract Docs · v0.1 · worksheet
Owner: Ariel West Long. Reviewer: TBD.
Support Notes
1. Proposal & Contract Docs · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Boulevard Report Export Request List
2. Scope, Plans & Specs · v0.1 · request
Owner: Ariel West Long. Reviewer: TBD.
Absorb Training Outline Request
3. Discovery Evidence & Screenshots · v0.1 · request
Owner: Ariel West Long. Reviewer: TBD.
Membership Conversion Blueprint
4. Worksheets · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Front-Desk Script Set
5. Project Contacts · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Objection Handling Guide
6. Client Markups & Feedback · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Follow-Up Templates
7. Contract Documents · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
KPI Scorecard
8. Test Results & As-Builts · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Manager Coaching Framework
9. Warranty, Support & Change Log · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
RAMP Onboarding Path
10. Deliverables, Playbooks & Cut Sheets · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Rollout Plan
11. Responsibility Matrix · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Responsibility Matrix
12. Comms · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Confidential Proposal
13. Misc. Items · v1.0 · proposal
Owner: Ariel West Long. Reviewer: Shannon / Mark.
Final As-Built Operating System Summary
13. Misc. Items · v0.1 · deliverable
Owner: Ariel West Long. Reviewer: HiSkin.
Collaboration
Collaborators and project contacts
Invite controls are dry-run only. Demo invite only — no email sent.
Ariel West Long
activeArtMetrics / GrowthDesk
Super Admin / Program Lead · All locations · Program seeded
Shannon
view onlyHiSkin
Executive Sponsor / Client Approver · All locations · Proposal review
Mark
view onlyHiSkin
Executive Sponsor / Client Approver · All locations · Proposal review
Studio Manager Group
locked demoHiSkin
Studio Manager · All 9 locations · Pending invite configuration
Front Desk Rep Group
locked demoHiSkin
Sales / Front Desk · Assigned locations · Pending invite configuration
Admin Placeholder
pendingArtMetrics
Admin · All locations · Dry-run admin setup
Notes and comments
Proposal workspace prepared
Proposal workspace prepared. Demo note only; persistence is not configured.
Visibility: client_visible
Discovery inputs needed from client
Discovery inputs needed from client. Demo note only; persistence is not configured.
Visibility: client_visible
Boulevard export access required
Boulevard export access required. Demo note only; persistence is not configured.
Visibility: client_visible
Absorb outline requested
Absorb outline requested. Demo note only; persistence is not configured.
Visibility: client_visible
Upwork fixed-price contract pending approval
Upwork fixed-price contract pending approval. Demo note only; persistence is not configured.
Visibility: client_visible
Kickoff target Tuesday/Wednesday next week
Kickoff target Tuesday/Wednesday next week. Demo note only; persistence is not configured.
Visibility: client_visible
Phase 1 diagnostic plan drafted
Phase 1 diagnostic plan drafted. Demo note only; persistence is not configured.
Visibility: client_visible
Phase 2 sales system buildout planned
Phase 2 sales system buildout planned. Demo note only; persistence is not configured.
Visibility: client_visible
Meetings
Approval / Scope Review
locked demoTBD
Agenda: scope alignment, inputs, owners, next action
Kickoff Call
locked demoMay 8, 2026 at 15:00 PST
Agenda: scope alignment, inputs, owners, next action
Discovery Review
locked demoTBD
Agenda: scope alignment, inputs, owners, next action
Manager Enablement Planning
locked demoTBD
Agenda: scope alignment, inputs, owners, next action
Phase 1 Findings Review
locked demoTBD
Agenda: scope alignment, inputs, owners, next action
Phase 2 Delivery Review
locked demoTBD
Agenda: scope alignment, inputs, owners, next action
GrowthDesk Setup Review
locked demoTBD
Agenda: scope alignment, inputs, owners, next action
90-Day Rhythm Checkpoint
locked demoTBD
Agenda: scope alignment, inputs, owners, next action
Decisions
Use Upwork fixed-price contract
Project funding and contract actions stay outside GrowthDesk until configured.
Target kickoff Tuesday/Wednesday next week
Kickoff timing depends on approval path and contract funding.
Keep Boulevard and Absorb in place
GrowthDesk is the operating layer, not a replacement.
Treat Phase 1–2 as consulting delivery
Phase 3+ is GrowthDesk + Ongoing Sales Enablement.
Risks / issues
Incomplete Boulevard export access
highTrack as a visible program issue and assign a next owner before the next milestone.
Absorb training outline unavailable
highTrack as a visible program issue and assign a next owner before the next milestone.
Manager adoption variance
mediumTrack as a visible program issue and assign a next owner before the next milestone.
Rep turnover during rollout
mediumTrack as a visible program issue and assign a next owner before the next milestone.
Conversion reporting lag
mediumTrack as a visible program issue and assign a next owner before the next milestone.
Over-scoping beyond Phase 1–2
mediumTrack as a visible program issue and assign a next owner before the next milestone.
Confusion between consulting engagement and ongoing enablement
mediumTrack as a visible program issue and assign a next owner before the next milestone.
Follow-up process not consistently used
mediumTrack as a visible program issue and assign a next owner before the next milestone.
Location-level coaching rhythm not maintained
mediumTrack as a visible program issue and assign a next owner before the next milestone.
Approvals
Scope approval
not requestedDemo tenant: persistence and notification delivery are not configured.
Contract approval
not requestedDemo tenant: persistence and notification delivery are not configured.
Kickoff input approval
not requestedDemo tenant: persistence and notification delivery are not configured.
Membership Conversion Blueprint approval
not requestedDemo tenant: persistence and notification delivery are not configured.
Script Set approval
not requestedDemo tenant: persistence and notification delivery are not configured.
KPI Scorecard approval
not requestedDemo tenant: persistence and notification delivery are not configured.
RAMP onboarding approval
not requestedDemo tenant: persistence and notification delivery are not configured.
Phase 1–2 delivery acceptance
not requestedDemo tenant: persistence and notification delivery are not configured.
GrowthDesk monthly enablement approval
not requestedDemo tenant: persistence and notification delivery are not configured.
Activity
Project activity and audit trail
Demo tenant seeded
2026-05-08T15:00:00-08:00Public demo activity. No production write occurred.
MemberLift created
2026-05-08T15:01:00-08:00Public demo activity. No production write occurred.
Confidential Proposal added to Proposal & Contract Docs
2026-05-08T15:02:00-08:00Public demo activity. No production write occurred.
Project folder structure initialized
2026-05-08T15:03:00-08:00Public demo activity. No production write occurred.
Phase timeline drafted
2026-05-08T15:04:00-08:00Public demo activity. No production write occurred.
Investment structure added
2026-05-08T15:05:00-08:00Public demo activity. No production write occurred.
External actions locked in demo mode
2026-05-08T15:06:00-08:00Public demo activity. No production write occurred.
Collaboration workspace initialized
2026-05-08T15:07:00-08:00Public demo activity. No production write occurred.
Meeting plan initialized
2026-05-08T15:08:00-08:00Public demo activity. No production write occurred.
File library initialized
2026-05-08T15:09:00-08:00Public demo activity. No production write occurred.
Investment
Commercial decision
Consulting Engagement
$6,000 fixed fee
Purpose: build the sales system. Covers discovery, top-performer analysis, sales process review, scripts, objection handling, KPI structure, manager guidance, onboarding design, and rollout recommendations.
GrowthDesk + Ongoing Sales Enablement
$2,995/month
Purpose: operationalize and reinforce the system after consulting delivery with GrowthDesk access, manager coaching visibility, pre-appointment briefs, follow-up workflows, RAMP onboarding, and ongoing optimization.
