Manager console
Monitor conversion, adherence, and coaching opportunities across locations.
HiSkin · Project-scoped command center
Project Delivery · HiSkin Membership Sales System Implementation
MemberLift → HiSkin Membership Sales System Implementation → Project Delivery. This workspace is scoped to HiSkin onboarding, launch readiness, RFIs, meetings, Slack, Close sync previews, and semi-automated delivery operations only.
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.
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
9
Studio rollout
Sales reps
35
Manager coaching system
Readiness
34%
5 blockers
Launch Readiness
July 1 launch readiness
Overall readiness
34%
Green/yellow/red gate
Onboarding complete
20%
Client inputs pending
Open RFIs
6
Formal confirmations
Approvals pending
3
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
Onboarding active / contract signature pending
Project-scoped phase
Overall progress
18%
No completion implied before kickoff
Client action required
9 open
Scoped to this project
Next meeting
Taylor Duncan Alignment Call
Calendar action locked
Launch readiness
At risk - July 1 launch requires discovery data, training, approvals, SMS/email readiness, and RFIs resolved
Launch gates tracked here
Client approval
Contract pending signature; payment option pending confirmation
Approval workflow dry-run
Client action queue
Send all sales data
pending clientProvide sales data exports for current conversion and rep performance review.
Owner: Shannon · Target: Discovery kickoff
Send all marketing data
pending clientProvide marketing data needed to understand traffic sources and first-appointment flow.
Owner: Shannon · Target: Discovery kickoff
Send team backgrounds and top performer lists
pending clientInclude top performer list across 35 reps and 9 locations.
Owner: Shannon · Target: Week 1
Schedule Taylor Duncan alignment call
pending clientAlign Taylor, Shannon, and Ariel on scope, operational ownership, and training handoff.
Owner: Shannon · Target: Before kickoff
Review and sign contracts by Monday
pending clientConfirm $6,000 implementation terms, $5,400 upfront option, or 50/50 milestone option.
Owner: Shannon · Target: Monday
Confirm communication channels and shannon@hiskin.care
pending clientMove day-to-day delivery from Upwork into Slack and GrowthDesk.
Owner: Shannon · Target: Pre-kickoff
Confirm Taylor Duncan operating role
pending clientConfirm training cadence ownership and eventual sales operations handoff path.
Owner: Taylor Duncan · Target: Alignment call
Align Taylor Duncan on full project scope
pending clientConfirm Taylor's role as internal sales operations partner.
Owner: Mark + Shannon · Target: Before discovery starts
Send kickoff email, portal logins, NDA, and information request list
activePrepare Slack collaboration channel and kickoff packet for HiSkin.
Owner: Ariel · Target: After contract execution
ArtMetrics HiSkin Slack Channel
Use #client-hiskin-memberlift for rollout updates, RFIs, meeting follow-ups, approvals, and launch-readiness blockers.
Slack access is not configured yet.
Project health
Scope
watchHiSkin sales system scope is activated and limited to service memberships/packages, sales process, follow-up, and coaching.
Access path
pendingOwner access, source documentation, and discovery data are pending confirmation.
Approvals
pendingShannon/Mark approval path and July 1 launch-readiness owner are pending.
Integrations
blockedSlack, Close, email/SMS, calendar, and automation writes remain dry-run until configured.
Timeline / next milestones
Activation
Contract signed by Monday
Owner: Shannon · Target: Monday · active
Phase 1 - Discovery
Phase 1 Discovery starts immediately after contract execution
Owner: Ariel West Long · Target: Week 1 · not started
Phase 2 - Build & Deploy
Studio manager training
Owner: Taylor Duncan / Ariel · Target: First week of June · not started
Training
Studio team training starts
Owner: Taylor Duncan · Target: June 15 · not started
Launch Readiness
Full launch
Owner: Shannon / Ariel · Target: July 1 · not started
Ongoing Retainer
Ongoing coaching begins after rollout
Owner: Ariel West Long · Target: Post-launch · not started
Assets / readiness
HiSkin Project Onboarding NDA
agreement · pending client confirmation · HiSkin
Membership Conversion Blueprint
deliverable · not started · Ariel West Long
KPI Scorecard
reporting · not started · Ariel West Long
Rollout Plan
plan · not started · Ariel West Long