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.
Project Delivery → Onboarding
Onboarding console for HiSkin Membership Sales System Implementation
Source of truth: HiSkin deal activation record and onboarding source of truth; legacy Membership Sales Rollout onboarding source of truth remains route-compatible. This console controls onboarding for HiSkin Membership Sales System Implementation only.
Complete
0%
Onboarding progress
Client actions
22
Inputs requested
Blocked items
10
Risks/blockers
Next action
Send all sales data
Discovery kickoff
Kickoff dependency
Taylor Duncan Alignment Call
Meeting remains dry-run
Data request checklist
Required from Shannon / HiSkin
Phase 1 · pending client
Enterprise onboarding + NDA/intake
Create a clean project start by confirming stakeholders, NDA acknowledgement, intake details, and the secure access path.
Owner: HiSkin / Ariel West Long
Target: Pre-kickoff
Required client inputs
- NDA acknowledgement
- Primary decision maker
- Approval stakeholders
- Daily operator contact
- Preferred support channel
ArtMetrics actions
- Prepare kickoff checklist
- Validate form submission routing
- Confirm no passwords are submitted through forms
Dependencies
- Client stakeholder confirmation
- NDA acknowledgement
Acceptance criteria
- NDA/intake submitted
- Decision path documented
- Secure access path confirmed
Risks / blockers
- Approval path unclear
- Access owner not assigned
Evidence / files
- HiSkin Project Onboarding NDA
- Onboarding intake record
Completion checklist
- NDA reviewed
- Submitter captured
- Approval path captured
- Support channel captured
Phase 2 · pending client
Baseline + system mapping
Confirm membership conversion baseline, service assumptions, location scope, and source systems before rollout design.
Owner: Ariel West Long
Target: Kickoff + Week 1
Required client inputs
- 9-location list
- Membership offer confirmation
- Baseline conversion data
- Boulevard/Jane export path
- Absorb outline
ArtMetrics actions
- Map first-appointment workflow
- Prepare source-visible KPI scorecard
- Separate assumptions from confirmed data
Dependencies
- Enterprise onboarding complete
- Data source owners confirmed
Acceptance criteria
- Baseline source is known
- Membership assumptions are confirmed or explicitly pending
- Boulevard/Absorb readiness is documented
Risks / blockers
- Conversion baseline remains assumption
- Boulevard or Absorb access delayed
Evidence / files
- Data Source Audit
- Boulevard Report Export Request List
- Absorb Training Outline Request
Completion checklist
- Location list confirmed
- Membership terms confirmed or flagged
- Data source owner assigned
Phase 3 · not started
Sales rollout build
Build the membership sales rollout materials, manager checkpoints, and first-appointment execution workflow.
Owner: Ariel West Long
Target: Weeks 2-4
Required client inputs
- Current scripts
- Top-performer examples
- Objection examples
- Follow-up workflow
ArtMetrics actions
- Draft membership conversation framework
- Build objection guide
- Build follow-up templates
- Prepare rollout recommendations
Dependencies
- Baseline + system mapping accepted
Acceptance criteria
- Script set ready for review
- Objection handling guide ready
- Follow-up templates ready
- Rollout plan ready
Risks / blockers
- Current process examples unavailable
- Top performer behavior not documented
Evidence / files
- Front-Desk Script Set
- Objection Handling Guide
- Follow-Up Templates
- Rollout Plan
Completion checklist
- Conversation framework drafted
- Objection guide drafted
- Follow-up path drafted
- Manager review prepared
Phase 4 · not started
Training + QA readiness
Prepare the manager-supported enablement and QA path before launch readiness is approved.
Owner: Shared
Target: Month 2 readiness
Required client inputs
- Manager cadence
- QA review path
- Training content path
- Launch approval owner
ArtMetrics actions
- Align RAMP checkpoints
- Prepare QA checklist
- Confirm launch readiness criteria
Dependencies
- Sales rollout build ready for review
Acceptance criteria
- Training path confirmed
- QA path confirmed
- Launch readiness approval owner confirmed
Risks / blockers
- Manager cadence unclear
- QA evidence source not confirmed
Evidence / files
- RAMP Onboarding Path
- QA Checklist
- Manager Coaching Framework
Completion checklist
- Manager cadence confirmed
- QA path confirmed
- Launch criteria confirmed
Phase 5 · not started
Launch + stabilization
Confirm final readiness and stabilize the project-specific rollout without writing to production systems in demo mode.
Owner: Shared
Target: Month 2+
Required client inputs
- Launch approval
- Location rollout sequence
- Manager owners
- Support path
ArtMetrics actions
- Prepare launch checklist
- Monitor early blockers
- Document handoff expectations
Dependencies
- Training + QA readiness approved
Acceptance criteria
- Launch readiness approved
- Support path documented
- Handoff criteria defined
Risks / blockers
- Launch approval not assigned
- Location sequence not confirmed
Evidence / files
- Launch Checklist
- Support Notes
- Final As-Built Operating System Summary
Completion checklist
- Launch approval captured
- Rollout sequence captured
- Support path captured