Hi, skin logoHi, skin GrowthDeskMemberLift · Manager
Proposal
All 9 locationsCurrent month

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.

Demo / dry-runOnboarding active / contract signature pendingAt risk - July 1 launch requires discovery data, training, approvals, SMS/email readiness, and RFIs resolved

Meetings / Past Meetings / Meeting Minutes

HiSkin MemberLift Sales System Implementation — Deal Activation & Kickoff Planning

Ariel secured the HiSkin MemberLift sales system implementation engagement. The project includes a $6,000 implementation, with a $5,400 upfront-pay option or 50/50 milestone structure, followed by a $3,000/month ongoing retainer for sales coaching and support. The project must start immediately to support HiSkin's July 1 launch deadline for a revamped menu and sales process across 9 studio locations.

completedfiledmanual / meeting-summary

Meeting date

2026-05-09

Kickoff Planning / Deal Activation

Implementation

$6,000

$5,400 upfront or 50/50 milestones

Retainer

$3,000/month

Manager support and coaching

Primary KPI

First appointment membership conversion rate

July 1 launch path

Summary

Key outcomes

  • Deal secured.
  • Implementation scope confirmed.
  • July 1 launch deadline confirmed.
  • Primary KPI confirmed.
  • Ongoing coaching/retainer structure confirmed.
  • Taylor Duncan identified as internal champion.
  • Weekly Friday manager sales cadence confirmed.

Attendance

Referenced people

Ariel

ArtMetrics owner / delivery lead

Referenced / confirmation needed

Shannon

client decision maker / primary commercial contact

Referenced / confirmation needed

Mark

stakeholder / leadership alignment

Referenced / confirmation needed

Taylor Duncan

Operations Manager / internal champion, pending alignment call

Referenced / confirmation needed

Decisions & Commitments

Filed decisions

Payment structure

  • $6,000 implementation project.
  • $5,400 if paid upfront.
  • Alternative: 50% upfront, 50% at completion of Phase 2.

Ongoing retainer

  • $3,000/month for sales coaching, weekly manager support, process refinement, and operational oversight.

Project scope

  • Focus exclusively on service memberships and packages sales funnel.
  • Do not include individual product SKU optimization unless separately scoped.

Primary KPI

  • First appointment membership conversion rate

Delivery deadline

  • Work starts immediately to support July 1 launch.

Manager cadence

  • Weekly Friday sales meetings with studio managers during first 90 days.
  • After 90 days, continue as-needed operational oversight.

Internal champion

  • Taylor Duncan, Operations Manager, will work with Ariel and eventually take over the internal training cadence.

Performance standard

  • Sales process adherence is mandatory.
  • Bottom 10% non-performers may be replaced if they do not follow the process.

Project Scope & Deliverables

Phase plan confirmed

Phase 1 - Discovery

Week 1
  • Review sales data.
  • Review marketing data.
  • Review team performance data.
  • Identify top performers across 35 reps and 9 locations.
  • Analyze current conversion rates.
  • Identify sales funnel gaps.
  • Conduct stakeholder interviews with studio managers and reps.
  • Review current SMS/email automation capabilities.
  • Review front desk device/workflow readiness.

Phase 2 - Build & Deploy

Weeks 2-4
  • First visit sales script.
  • Returning non-member script.
  • Objection handling scripts.
  • Front desk courtesy call script.
  • Checkout membership pitch.
  • SMS follow-up cadence.
  • Email follow-up cadence.
  • Automation templates.
  • Sales enablement portal.
  • Weekly focus areas.
  • Objection library.
  • Upsell playbooks.
  • Studio manager coaching framework.
  • Weekly meeting structure.
  • Studio manager training.
  • Role-play framework.
  • Onboarding materials.

Ongoing Retainer

Begins after implementation rollout / handoff
  • Weekly Friday manager webinars for first 90 days.
  • Real-time coaching intervention.
  • Performance reviews.
  • Cross-location best practice sharing.
  • Top performer showcasing.
  • Script refinement.
  • Process refinement.
  • Portal updates.

Sales Process Framework

Customer journey and follow-up path

Pre-appointment

  • Automated SMS/email education on membership benefits.
  • Day-of appointment confirmation 30-60 minutes before appointment.
  • Scripted front desk courtesy call.

During treatment

  • Aesthetician tees up the membership conversation.

Checkout

  • Front desk closes membership/package conversion.

Post-visit follow-up

  • Joined + rebooked: thank-you call confirming great experience.
  • Joined, no rebook: encourage next appointment booking.
  • Rebooked, did not join: membership benefits follow-up.
  • No join, no rebook: re-engagement sequence.

SMS automation strategy

  • Day-of booking confirmation.
  • Personalized SMS within minutes after visit.
  • Fallback automation if rep does not manually follow up.
  • SMS activity tracked for conversion analysis.

Measurement

  • Rep-level follow-up completion
  • Studio-level conversion
  • Outcome-based follow-up path
  • Manager coaching adherence
  • First appointment membership conversion rate

Strategic Insights

Operating context

  • Current challenge: 20% of the sales force carries 80% of revenue.
  • Operating goal: elevate the bottom 80% and replace/cut the bottom 10% if they do not follow the sales process.
  • Membership should be framed as a $1,500-$2,000 lifetime-value relationship, not a $120 first sale.
  • Clients who spend more upfront tend to be happier and retain longer.
  • Increasing average order value and membership conversion are the key levers, not just traffic volume.
  • Human rep engagement is the competitive moat; Facebook ads cannot build the same client relationship.
  • A handoff system is needed when reps leave so client relationships do not churn.

Next Steps

Next Steps After Today's Meeting

The project is moving into kickoff and discovery. The immediate priorities are to complete contract/NDA steps, confirm Taylor Duncan's alignment call, collect the required sales and marketing data, confirm SMS/email automation capabilities, and prepare for manager training ahead of the July 1 launch.

1. Contract signed / payment structure confirmed.
2. Kickoff email sent with portal access, NDA, and information request list.
3. Taylor Duncan alignment call scheduled.
4. Sales/marketing/team data uploaded.
5. SMS/email automation capabilities confirmed.
6. Front desk device readiness confirmed.
7. Studio manager training prepared.
8. Weekly Friday sales manager cadence scheduled.

Action Register

Priority next steps

Shannon - Review and sign contracts by Monday

pending client

Confirm contract signature and preferred payment structure.

Due: 2026-05-11 / Section: Budget / Contract

Shannon - Send sales and marketing data

pending client

Send all sales data, marketing data, team performance data, team backgrounds, and top performer lists to Ariel.

Due: Discovery kickoff / Section: Onboarding / Discovery

Shannon - Schedule Taylor Duncan alignment call

pending client

Schedule onboarding/alignment call with Taylor Duncan, Shannon, and Ariel before project kickoff.

Due: Before kickoff / Section: Meetings / Onboarding

Shannon - Confirm communication channels

pending client

Confirm preferred communication channels and email: shannon@hiskin.care.

Due: Pre-kickoff / Section: Contacts / Slack

Ariel - Send kickoff email

pending internal

Send kickoff email with portal login/invite, NDA, and information request list.

Due: After contract execution / Section: Kickoff

Ariel - Set up Slack collaboration channel

pending internal

Set up or share ArtMetrics HiSkin Slack channel for day-to-day collaboration.

Due: Pre-kickoff / Section: Slack / Collaboration

Mark and Shannon - Align Taylor Duncan on full scope

pending client

Align Taylor Duncan on full project scope and her role as internal sales operations partner.

Due: Before discovery starts / Section: Onboarding / Contacts

Ariel - Prepare Discovery data review

not started

Prepare structure for reviewing sales, marketing, team, conversion, and performance data after HiSkin sends materials.

Due: After data receipt / Section: Discovery

Ariel - Prepare weekly Friday sales meeting cadence

not started

Set up recurring Friday sales manager meeting structure for first 90 days.

Due: Before manager training / Section: Meetings / Retainer