Project Delivery → Scope
Project Scope / Charter · Objection Handling Library
Guideline document for the selected project only. Program-level strategy remains separate from this project scope.
Activation charter
HiSkin deal activation record
Client / program
- Client: HiSkin (aliases: SKIN, The Skin Clinic, HiSkin)
- Program: MemberLift
- Project owner: Ariel West Long
- Client owner: Shannon
- Internal champion: Taylor Duncan
Primary KPI context
- First appointment membership conversion rate
- 20% of the sales force carries 80% of revenue.
- Goal is to elevate the bottom 80% and replace bottom 10% non-performers if they do not follow the required sales process.
- Membership should be sold as a $1,500-$2,000 customer lifetime value relationship, not a one-time $120 first sale.
- Relationship-based rep engagement is the moat; traffic alone cannot create the required client trust.
In scope
- Service memberships
- Service packages
- Front desk sales process
- Aesthetician handoff
- Checkout membership pitch
- SMS/email follow-up
- Automation templates
- Sales scripts
- Objection handling
- Manager coaching
- Weekly sales meeting cadence
- Sales enablement portal
- Rep training and role-play materials
- Onboarding materials
- Performance review framework
Out of scope
- individual product SKU optimization
- Retail/product attach optimization unless scoped separately
- Unrelated advertising strategy
- Unrelated marketing campaigns
- Unrelated ecommerce/product catalog work
Governance / approval path
- Shannon and Mark align Taylor on full scope and internal role.
- Taylor works with Ariel and eventually takes over internal training cadence.
- Weekly Friday sales manager meetings are mandatory for the first 90 days.
- Scope, budget, timeline, booking, email sends, and RFI closure require supervised approval.
Acceptance criteria
- Discovery completed.
- Sales scripts created.
- SMS/email cadence created.
- Sales enablement portal created.
- Studio managers trained.
- Role-play and onboarding materials created.
- Launch-readiness review completed before July 1.
- Ongoing coaching cadence established.
Sales Process Framework
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
Objection Handling Library charter
Objection Handling Library is a scoped sister project inside the MemberLift program.
The charter remains pending until client inputs and project-specific approval owners are confirmed.
This workspace intentionally does not reuse Membership Sales Rollout tasks or health state.
