All 9 locationsCurrent month

Manager console

Monitor conversion, adherence, and coaching opportunities across locations.

HiSkin GrowthDesk · SalesPro

Lead Segmentation, Pipeline, and Close CRM Sync

Segment every lead, client, and member by lifecycle state so reps know what to do, managers see accountability, and Close CRM mirrors the sales record without sending unapproved outreach.

Demo workspace. Demo values based on discovery assumptions. This sandbox does not send messages, collect payments, connect to Boulevard or Absorb, or write to production systems.

Pipeline records

62

31 unsold · 30 sold/member records

Due / overdue

11/12

Touches due today and overdue across reps

Conversion Rescue

10

Second visit and multi-booking non-conversions

Ascension Candidates

6

Members ready for next goal, booster, upgrade, or referral review

Orphaned / risk

1/6

No-owner records and retention rescue members

Close sync ready

55

1 blocked by duplicate or do-not-contact rules

Pipeline views

One lifecycle model, multiple operating views

All LeadsBy Lead TypeBy RepBy StudioBy Cadence StageBy Appointment CountBy Conversion StatusBy Follow-Up DueBy Overdue Follow-UpOrphaned ClientsAt-Risk MembersConversion RescueAscension CandidatesClose CRM Sync Status
Assign Owner
Assign Studio
Move to Cadence
Create Follow-Up Task
Send to Manager Review
Create Save-the-Deal Task
Sync to Close CRM
Mark Do Not Contact
Recycle to Long-Term Nurture

All Leads

HiSkin SalesPro Pipeline

Lead / Client NameLead TypeStudioAssigned RepManagerMembership / Package StatusBooking CountCompleted Appointment CountLast AppointmentNext AppointmentLast TouchNext Touch DueCadence PathCadence DayRisk FlagObjectionConversion ProbabilityClose CRM StatusNext Best Action
Ava Martinez 1New LeadMontroseMorgan LeeTaylor Duncannone · No package00NoneNo next bookingNot logged2026-05-08Unsold 90-DayDay 0noneprice72%syncedComplete overdue four-way touch and log outcome.
Harper Lane 5Multiple Bookings - Not Yet Converted to Member14th StreetAvery ScottAriel West Longnone · Recurring visits - membership ask pending332026-04-28No next bookingNot logged2026-05-09Manager-Assisted ConversionDay 30watchwants to think about it68%ready to syncSend to manager review and personalize membership/package value framing.
Quinn Parker 6First Appointment - Not Converted to MemberMosaicTaylor ReedDevon Pricenone · Recurring visits - membership ask pending112026-04-28No next bookingNot logged2026-05-08Unsold 90-DayDay 90watchunsure service or package67%ready to syncComplete overdue four-way touch and log outcome.
Ava Martinez 11Multiple Bookings - Not Yet Converted to MemberUptown ParkCasey NguyenAriel West Longnone · Recurring visits - membership ask pending332026-04-28No next bookingNot logged2026-05-08Manager-Assisted ConversionDay 30watchwants to think about it62%syncedSend to manager review and personalize membership/package value framing.
Quinn Parker 16Second Appointment - Not Converted to MemberPhoenixCamila RojasTaylor Duncannone · No package222026-04-28No next bookingNot logged2026-05-08Conversion RescueDay 14watchmembership value57%ready to syncCreate save-the-deal task and manager-supported conversion rescue touch.
Ella Stone 17Multiple Bookings - Not Yet Converted to MemberGilbertMorgan LeeAriel West Longnone · Recurring visits - membership ask pending332026-04-28No next bookingNot logged2026-05-09Manager-Assisted ConversionDay 30watchwants to think about it56%ready to syncSend to manager review and personalize membership/package value framing.
Ava Martinez 21First Appointment - Not Converted to MemberMKT HeightsAvery ScottDevon Pricenone · No package112026-04-28No next bookingNot logged2026-05-08Unsold 90-DayDay 7noneuncertainty52%syncedComplete overdue four-way touch and log outcome.
Nora Adams 23Multiple Bookings - Not Yet Converted to Member14th StreetSam PatelAriel West Longnone · Recurring visits - membership ask pending332026-04-28No next bookingNot logged2026-05-11Manager-Assisted ConversionDay 30watchwants to think about it50%ready to syncSend to manager review and personalize membership/package value framing.
Quinn Parker 26New BookingGilbertJordan EllisAriel West Longnone · No package10None2026-05-15Not logged2026-05-08Pre-Visit Booking SupportDay 1nonetiming47%ready to syncComplete overdue four-way touch and log outcome.
Chloe Davis 29Multiple Bookings - Not Yet Converted to MemberUptown ParkAvery ScottAriel West Longnone · Recurring visits - membership ask pending332026-04-28No next bookingNot logged2026-05-09Manager-Assisted ConversionDay 30watchwants to think about it44%ready to syncSend to manager review and personalize membership/package value framing.
Sarah Chen 1First Appointment - Member ConvertedMontroseMorgan LeeTaylor Duncanactive · Membership active212026-05-012026-05-18Not logged2026-05-08Sold 90-DayDay 0nonenone88%syncedComplete overdue four-way touch and log outcome.
Jules Anderson 4Member At RiskRice VillageRiley BrooksTaylor Duncanat risk · Membership active872026-04-09No next bookingNot logged2026-05-09Retention RescueDay 45at riskinactive member58%ready to syncRun retention rescue touch and confirm the next appointment.

Rep Pipeline

Rep ownership and next actions

Morgan Lee

Montrose · 8 owned records

3 overdue

Due Today

3

New Leads

2

Not Converted

2

At-Risk

1

Ava Martinez 1

New Lead · Day 0

2026-05-08

Complete overdue four-way touch and log outcome.

ScriptGet HelpComplete Touch

Chloe Davis 9

First Appointment - Not Converted to Member · Day 7

2026-05-09

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Jordan Ellis

Uptown Park · 8 owned records

1 overdue

Due Today

1

New Leads

0

Not Converted

2

At-Risk

0

Zoe Wilson 2

New Booking · Day 1

2026-05-11

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Layla Reed 10

Second Appointment - Not Converted to Member · Day 14

2026-05-11

Create save-the-deal task and manager-supported conversion rescue touch.

ScriptGet HelpComplete Touch

Casey Nguyen

MKT Heights · 8 owned records

2 overdue

Due Today

0

New Leads

1

Not Converted

3

At-Risk

1

Nora Adams 3

First Appointment - Not Converted to Member · Day 7

2026-05-11

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Ava Martinez 11

Multiple Bookings - Not Yet Converted to Member · Day 30

2026-05-08

Send to manager review and personalize membership/package value framing.

ScriptGet HelpComplete Touch

Riley Brooks

Rice Village · 8 owned records

0 overdue

Due Today

2

New Leads

0

Not Converted

3

At-Risk

1

Mia Collins 4

Second Appointment - Not Converted to Member · Day 14

2026-05-11

Create save-the-deal task and manager-supported conversion rescue touch.

ScriptGet HelpComplete Touch

Zoe Wilson 12

First Appointment - Not Converted to Member · Day 90

2026-05-11

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Avery Scott

14th Street · 8 owned records

2 overdue

Due Today

3

New Leads

1

Not Converted

3

At-Risk

1

Harper Lane 5

Multiple Bookings - Not Yet Converted to Member · Day 30

2026-05-09

Send to manager review and personalize membership/package value framing.

ScriptGet HelpComplete Touch

Nora Adams 13

New Lead · Day 0

2026-05-09

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Taylor Reed

Mosaic · 8 owned records

1 overdue

Due Today

1

New Leads

0

Not Converted

3

At-Risk

1

Quinn Parker 6

First Appointment - Not Converted to Member · Day 90

2026-05-08

Complete overdue four-way touch and log outcome.

ScriptGet HelpComplete Touch

Mia Collins 14

New Booking · Day 1

2026-05-11

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Sam Patel

Phoenix · 6 owned records

1 overdue

Due Today

0

New Leads

1

Not Converted

2

At-Risk

0

Ella Stone 7

New Lead · Day 0

2026-05-11

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Harper Lane 15

First Appointment - Not Converted to Member · Day 7

2026-05-11

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Camila Rojas

Scottsdale · 7 owned records

1 overdue

Due Today

1

New Leads

0

Not Converted

2

At-Risk

1

Grace Kim 8

New Booking · Day 1

2026-05-11

Complete next SalesPro cadence touch and log the outcome.

ScriptGet HelpComplete Touch

Quinn Parker 16

Second Appointment - Not Converted to Member · Day 14

2026-05-08

Create save-the-deal task and manager-supported conversion rescue touch.

ScriptGet HelpComplete Touch

Studio Pipeline

Studio accountability and conversion health

Montrose

9 records

New Bookings

0

First Conv.

1

Second Conv.

0

Multi No Conv.

0

At Risk

1

Overdue

4

Uptown Park

8 records

New Bookings

2

First Conv.

1

Second Conv.

1

Multi No Conv.

2

At Risk

1

Overdue

1

MKT Heights

8 records

New Bookings

0

First Conv.

1

Second Conv.

1

Multi No Conv.

0

At Risk

0

Overdue

1

Rice Village

6 records

New Bookings

0

First Conv.

0

Second Conv.

1

Multi No Conv.

0

At Risk

1

Overdue

1

14th Street

6 records

New Bookings

1

First Conv.

0

Second Conv.

0

Multi No Conv.

2

At Risk

1

Overdue

0

Mosaic

6 records

New Bookings

0

First Conv.

1

Second Conv.

0

Multi No Conv.

0

At Risk

1

Overdue

1

Phoenix

6 records

New Bookings

0

First Conv.

1

Second Conv.

1

Multi No Conv.

0

At Risk

0

Overdue

3

Gilbert

6 records

New Bookings

2

First Conv.

1

Second Conv.

1

Multi No Conv.

1

At Risk

0

Overdue

1

Scottsdale

7 records

New Bookings

0

First Conv.

0

Second Conv.

1

Multi No Conv.

0

At Risk

1

Overdue

0

Cadence and scripts

Segment-specific four-way touch support

New Lead

Understand goals and book the best first step.

Unsold 90-Day

Call: Ask what brought them in, connect the goal to the right first visit, and offer two appointment options.

Voicemail: Hi, this is HiSkin. I saw your inquiry and wanted to help you choose the right first visit. Call us back or book when it is convenient.

SMS: Hi {{firstName}}, this is {{repName}} with HiSkin. I saw your inquiry and can help you choose the right first visit. Want me to send a couple of times?

Email: Subject: Your HiSkin first step

New Booking

Confirm appointment and reduce no-show risk.

Pre-Visit Booking Support

Call: Confirm the visit time, explain what to expect, and ask whether there is anything the team should know before arrival.

Voicemail: Hi, this is HiSkin confirming your upcoming visit. We are looking forward to seeing you and can answer any questions before you come in.

SMS: Hi {{firstName}}, confirming your HiSkin visit for {{appointmentTime}}. We will help you get oriented when you arrive. Any questions before then?

Email: Subject: What to expect at your HiSkin visit

First Appointment - Not Converted to Member

Continue trust and address uncertainty after the first visit.

Unsold 90-Day

Call: Reference the visit, ask what still feels unclear, and invite a simple next step.

Voicemail: Hi, this is HiSkin following up after your visit. I wanted to answer questions and help you decide the best next step when you are ready.

SMS: Hi {{firstName}}, I wanted to follow up after your visit. Any questions about the recommendation or membership option we reviewed?

Email: Subject: Your HiSkin follow-up

Second Appointment - Not Converted to Member

Find the real barrier and offer a clear next step.

Conversion Rescue

Call: Acknowledge the second visit, ask what is stopping the decision, and offer a manager-supported option if useful.

Voicemail: Hi, this is HiSkin. I wanted to follow up after your second visit and help clarify the best next step if you are still deciding.

SMS: Hi {{firstName}}, after two visits, it may help to simplify the options. Is timing, price, or choosing the right plan the main question?

Email: Subject: Simplifying your next HiSkin step

Multiple Bookings - Not Yet Converted to Member

Convert recurring usage into membership/package logic.

Manager-Assisted Conversion

Call: Point out the pattern of repeat visits, explain why a membership may fit the routine, and invite a clear recommendation review.

Voicemail: Hi, this is HiSkin. Since you have been coming in more than once, I wanted to help compare your current routine with the membership path.

SMS: Hi {{firstName}}, since you have visited a few times, want help comparing pay-per-visit vs the membership path based on your routine?

Email: Subject: Comparing your HiSkin routine

Member At Risk

Prevent drop-off and recover the routine.

Retention Rescue

Call: Name the missed usage pattern, ask what got in the way, and offer a simple rebooking or support step.

Voicemail: Hi, this is HiSkin. I noticed we have not seen you recently and wanted to help get your routine back on track if the timing is right.

SMS: Hi {{firstName}}, we noticed your HiSkin routine may have slipped. Want help finding an easy next appointment?

Email: Subject: Need help restarting your HiSkin routine?

Ascension Candidate

Recommend a next goal, referral, booster, or upgrade if appropriate.

Ascension / Referral

Call: Confirm satisfaction, ask about the next goal, and recommend the next service/package only if it fits their context.

Voicemail: Hi, this is HiSkin. I wanted to check in on your routine and talk through a possible next step when you have a moment.

SMS: Hi {{firstName}}, your routine looks consistent. Want us to help think through a next goal or booster option before your next visit?

Email: Subject: A possible next HiSkin step

Orphaned Client

Reassign ownership and re-engage without exposing internal gaps.

Owner Assignment + Reactivation

Call: Reintroduce support, reference their history, and offer help choosing the next appointment or plan step.

Voicemail: Hi, this is HiSkin. I wanted to reconnect and help with your next step whenever you are ready.

SMS: Hi {{firstName}}, this is {{repName}} with HiSkin. I wanted to reconnect and help with your next appointment or plan question if useful.

Email: Subject: Reconnecting with HiSkin

Lifecycle taxonomy

Lead Types by segment

New Lead

Unsold 90-Day

5

New Booking

Pre-Visit Booking Support

5

First Appointment - Not Converted to Member

Unsold 90-Day

10

Second Appointment - Not Converted to Member

Conversion Rescue

5

Multiple Bookings - Not Yet Converted to Member

Manager-Assisted Conversion

5

First Appointment - Member Converted

Sold 90-Day

6

Second Appointment - Member Converted

Sold 90-Day

6

Active Member

Retention / Usage

6

Member At Risk

Retention Rescue

6

Ascension Candidate

Ascension / Referral

6

Orphaned Client

Owner Assignment + Reactivation

1

Lost / Do Not Contact

None

1

Unsold 90-Day

Conversion cadence

Day 0 · Capture interest

4-way touch

Confirm goals and recommend the best first step.

Day 1 · Warm follow-up

4-way touch

Send a helpful note and answer the obvious objection.

Day 3 · Education

4-way touch

Explain service or membership value without pressure.

Day 7 · First ask

4-way touch

Invite booking or a short consult.

Day 14 · Objection handling

4-way touch

Address price, time, uncertainty, or trust with one clear question.

Day 21 · Approved proof / value

4-way touch

Use client-approved proof or value framing without guarantees.

Day 30 · Stronger CTA

4-way touch

Ask whether they want help choosing the right first visit.

Day 45 · Nurture

4-way touch

Use a seasonal skin goal, event timing, or routine education angle.

Day 60 · Reactivation

4-way touch

Try a new reactivation angle based on concern, timing, offer, or consult.

Day 75 · Personal check

4-way touch

Ask whether the original goal is still on their mind.

Day 90 · Close or recycle

4-way touch

Make a final helpful ask, then recycle to long-term nurture.

Sold 90-Day

Retention cadence

Day 0 · Confirm purchase

4-way touch

Welcome them, confirm expectations, and book or confirm the next step.

Day 1 · Reassurance

4-way touch

Send a thank-you note and make sure they know where to get support.

Day 3 · Confidence

4-way touch

Explain how consistency supports the routine without promising results.

Day 7 · Early check-in

4-way touch

Ask how they are feeling about the routine and answer friction.

Day 14 · Usage

4-way touch

Confirm the next visit/action and reinforce membership value.

Day 21 · Habit

4-way touch

Nudge consistency and recommend a booster only if context supports it.

Day 30 · Review

4-way touch

Review progress, confirm routine, and rebook.

Day 45 · Retention

4-way touch

Identify friction before it becomes a cancellation or pause.

Day 60 · Expansion

4-way touch

Discuss referral, booster, upgrade, or next goal if appropriate.

Day 75 · Personalization

4-way touch

Make a seasonal or event-based recommendation if it fits their goals.

Day 90 · Renewal / reset

4-way touch

Review value, renew or recommit, and ask for a referral when appropriate.

Close payload example

Mapped lifecycle fields without raw CRM credentials

Ava Martinez 1

Contact NameAva Martinez 1
HiSkin Lead TypeNew Lead
SalesPro Cadence PathUnsold 90-Day
Booking Count0
Completed Appointment Count0
Mapped Pipeline StageNew Lead
Next Close Task2026-05-08

Harper Lane 5

Contact NameHarper Lane 5
HiSkin Lead TypeMultiple Bookings - Not Yet Converted to Member
SalesPro Cadence PathManager-Assisted Conversion
Booking Count3
Completed Appointment Count3
Mapped Pipeline StageManager Review / Conversion Rescue
Next Close Task2026-05-09

Quinn Parker 6

Contact NameQuinn Parker 6
HiSkin Lead TypeFirst Appointment - Not Converted to Member
SalesPro Cadence PathUnsold 90-Day
Booking Count1
Completed Appointment Count1
Mapped Pipeline StagePost-First Visit Follow-Up
Next Close Task2026-05-08