Manager console
Monitor conversion, adherence, and coaching opportunities across locations.
HiSkin · Project-scoped command center
Project Delivery · QA / Call Review
MemberLift → QA / Call Review → Project Delivery. This workspace is scoped to HiSkin onboarding, launch readiness, RFIs, meetings, Slack, Close sync previews, and semi-automated delivery operations only.
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
Old Business
- Shannon: Send all sales data
- Shannon: Send all marketing data
- Shannon: Send team backgrounds and top performer lists
New Business / New Developments
- New Business means new developments since the last meeting, not sales opportunities.
- Taylor Duncan alignment is now launch-gating.
- July 1 launch date creates schedule pressure.
- SMS/email automation capability needs formal confirmation.
Open RFIs
- RFI-HS-0001: Confirm Taylor Duncan onboarding call
- RFI-HS-0002: Confirm NDA path
- RFI-HS-0003: Confirm owner access and documentation sharing
- RFI-HS-0004: Confirm SMS/email automation capabilities
- RFI-HS-0005: Confirm front desk device readiness
- RFI-HS-0006: Confirm launch-readiness approval owner
Carry-Forward Items
- 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.
- SMS/email capability audit complete
- Front desk device audit complete
- Launch readiness approved
Slack cadence previews
- Weekly rollout summary preview for #client-hiskin-memberlift.
- Pre-Friday meeting summary preview for unresolved blockers, RFIs, and client actions.
- Overdue checkpoint summary preview.
- Launch readiness summary preview.
Jenson supervised client mode
- Mode: supervised_client
- Allowed: onboarding_status, project_status, rfi_status, meeting_agenda, deliverable_status, checkpoint_status
- Approval required: budget_question, scope_change, timeline_change, send_email, book_meeting, close_rfi