Manager console
Monitor conversion, adherence, and coaching opportunities across locations.
HiSkin GrowthDesk · SalesPro
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.
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
All Leads
| Lead / Client Name | Lead Type | Studio | Assigned Rep | Manager | Membership / Package Status | Booking Count | Completed Appointment Count | Last Appointment | Next Appointment | Last Touch | Next Touch Due | Cadence Path | Cadence Day | Risk Flag | Objection | Conversion Probability | Close CRM Status | Next Best Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ava Martinez 1 | New Lead | Montrose | Morgan Lee | Taylor Duncan | none · No package | 0 | 0 | None | No next booking | Not logged | 2026-05-08 | Unsold 90-Day | Day 0 | none | price | 72% | synced | Complete overdue four-way touch and log outcome. |
| Harper Lane 5 | Multiple Bookings - Not Yet Converted to Member | 14th Street | Avery Scott | Ariel West Long | none · Recurring visits - membership ask pending | 3 | 3 | 2026-04-28 | No next booking | Not logged | 2026-05-09 | Manager-Assisted Conversion | Day 30 | watch | wants to think about it | 68% | ready to sync | Send to manager review and personalize membership/package value framing. |
| Quinn Parker 6 | First Appointment - Not Converted to Member | Mosaic | Taylor Reed | Devon Price | none · Recurring visits - membership ask pending | 1 | 1 | 2026-04-28 | No next booking | Not logged | 2026-05-08 | Unsold 90-Day | Day 90 | watch | unsure service or package | 67% | ready to sync | Complete overdue four-way touch and log outcome. |
| Ava Martinez 11 | Multiple Bookings - Not Yet Converted to Member | Uptown Park | Casey Nguyen | Ariel West Long | none · Recurring visits - membership ask pending | 3 | 3 | 2026-04-28 | No next booking | Not logged | 2026-05-08 | Manager-Assisted Conversion | Day 30 | watch | wants to think about it | 62% | synced | Send to manager review and personalize membership/package value framing. |
| Quinn Parker 16 | Second Appointment - Not Converted to Member | Phoenix | Camila Rojas | Taylor Duncan | none · No package | 2 | 2 | 2026-04-28 | No next booking | Not logged | 2026-05-08 | Conversion Rescue | Day 14 | watch | membership value | 57% | ready to sync | Create save-the-deal task and manager-supported conversion rescue touch. |
| Ella Stone 17 | Multiple Bookings - Not Yet Converted to Member | Gilbert | Morgan Lee | Ariel West Long | none · Recurring visits - membership ask pending | 3 | 3 | 2026-04-28 | No next booking | Not logged | 2026-05-09 | Manager-Assisted Conversion | Day 30 | watch | wants to think about it | 56% | ready to sync | Send to manager review and personalize membership/package value framing. |
| Ava Martinez 21 | First Appointment - Not Converted to Member | MKT Heights | Avery Scott | Devon Price | none · No package | 1 | 1 | 2026-04-28 | No next booking | Not logged | 2026-05-08 | Unsold 90-Day | Day 7 | none | uncertainty | 52% | synced | Complete overdue four-way touch and log outcome. |
| Nora Adams 23 | Multiple Bookings - Not Yet Converted to Member | 14th Street | Sam Patel | Ariel West Long | none · Recurring visits - membership ask pending | 3 | 3 | 2026-04-28 | No next booking | Not logged | 2026-05-11 | Manager-Assisted Conversion | Day 30 | watch | wants to think about it | 50% | ready to sync | Send to manager review and personalize membership/package value framing. |
| Quinn Parker 26 | New Booking | Gilbert | Jordan Ellis | Ariel West Long | none · No package | 1 | 0 | None | 2026-05-15 | Not logged | 2026-05-08 | Pre-Visit Booking Support | Day 1 | none | timing | 47% | ready to sync | Complete overdue four-way touch and log outcome. |
| Chloe Davis 29 | Multiple Bookings - Not Yet Converted to Member | Uptown Park | Avery Scott | Ariel West Long | none · Recurring visits - membership ask pending | 3 | 3 | 2026-04-28 | No next booking | Not logged | 2026-05-09 | Manager-Assisted Conversion | Day 30 | watch | wants to think about it | 44% | ready to sync | Send to manager review and personalize membership/package value framing. |
| Sarah Chen 1 | First Appointment - Member Converted | Montrose | Morgan Lee | Taylor Duncan | active · Membership active | 2 | 1 | 2026-05-01 | 2026-05-18 | Not logged | 2026-05-08 | Sold 90-Day | Day 0 | none | none | 88% | synced | Complete overdue four-way touch and log outcome. |
| Jules Anderson 4 | Member At Risk | Rice Village | Riley Brooks | Taylor Duncan | at risk · Membership active | 8 | 7 | 2026-04-09 | No next booking | Not logged | 2026-05-09 | Retention Rescue | Day 45 | at risk | inactive member | 58% | ready to sync | Run retention rescue touch and confirm the next appointment. |
Rep Pipeline
Morgan Lee
Montrose · 8 owned records
Due Today
3
New Leads
2
Not Converted
2
At-Risk
1
Ava Martinez 1
New Lead · Day 0
Complete overdue four-way touch and log outcome.
Chloe Davis 9
First Appointment - Not Converted to Member · Day 7
Complete next SalesPro cadence touch and log the outcome.
Jordan Ellis
Uptown Park · 8 owned records
Due Today
1
New Leads
0
Not Converted
2
At-Risk
0
Zoe Wilson 2
New Booking · Day 1
Complete next SalesPro cadence touch and log the outcome.
Layla Reed 10
Second Appointment - Not Converted to Member · Day 14
Create save-the-deal task and manager-supported conversion rescue touch.
Casey Nguyen
MKT Heights · 8 owned records
Due Today
0
New Leads
1
Not Converted
3
At-Risk
1
Nora Adams 3
First Appointment - Not Converted to Member · Day 7
Complete next SalesPro cadence touch and log the outcome.
Ava Martinez 11
Multiple Bookings - Not Yet Converted to Member · Day 30
Send to manager review and personalize membership/package value framing.
Riley Brooks
Rice Village · 8 owned records
Due Today
2
New Leads
0
Not Converted
3
At-Risk
1
Mia Collins 4
Second Appointment - Not Converted to Member · Day 14
Create save-the-deal task and manager-supported conversion rescue touch.
Zoe Wilson 12
First Appointment - Not Converted to Member · Day 90
Complete next SalesPro cadence touch and log the outcome.
Avery Scott
14th Street · 8 owned records
Due Today
3
New Leads
1
Not Converted
3
At-Risk
1
Harper Lane 5
Multiple Bookings - Not Yet Converted to Member · Day 30
Send to manager review and personalize membership/package value framing.
Nora Adams 13
New Lead · Day 0
Complete next SalesPro cadence touch and log the outcome.
Taylor Reed
Mosaic · 8 owned records
Due Today
1
New Leads
0
Not Converted
3
At-Risk
1
Quinn Parker 6
First Appointment - Not Converted to Member · Day 90
Complete overdue four-way touch and log outcome.
Mia Collins 14
New Booking · Day 1
Complete next SalesPro cadence touch and log the outcome.
Sam Patel
Phoenix · 6 owned records
Due Today
0
New Leads
1
Not Converted
2
At-Risk
0
Ella Stone 7
New Lead · Day 0
Complete next SalesPro cadence touch and log the outcome.
Harper Lane 15
First Appointment - Not Converted to Member · Day 7
Complete next SalesPro cadence touch and log the outcome.
Camila Rojas
Scottsdale · 7 owned records
Due Today
1
New Leads
0
Not Converted
2
At-Risk
1
Grace Kim 8
New Booking · Day 1
Complete next SalesPro cadence touch and log the outcome.
Quinn Parker 16
Second Appointment - Not Converted to Member · Day 14
Create save-the-deal task and manager-supported conversion rescue touch.
Studio Pipeline
Montrose
9 recordsNew Bookings
0
First Conv.
1
Second Conv.
0
Multi No Conv.
0
At Risk
1
Overdue
4
Uptown Park
8 recordsNew Bookings
2
First Conv.
1
Second Conv.
1
Multi No Conv.
2
At Risk
1
Overdue
1
MKT Heights
8 recordsNew Bookings
0
First Conv.
1
Second Conv.
1
Multi No Conv.
0
At Risk
0
Overdue
1
Rice Village
6 recordsNew Bookings
0
First Conv.
0
Second Conv.
1
Multi No Conv.
0
At Risk
1
Overdue
1
14th Street
6 recordsNew Bookings
1
First Conv.
0
Second Conv.
0
Multi No Conv.
2
At Risk
1
Overdue
0
Mosaic
6 recordsNew Bookings
0
First Conv.
1
Second Conv.
0
Multi No Conv.
0
At Risk
1
Overdue
1
Phoenix
6 recordsNew Bookings
0
First Conv.
1
Second Conv.
1
Multi No Conv.
0
At Risk
0
Overdue
3
Gilbert
6 recordsNew Bookings
2
First Conv.
1
Second Conv.
1
Multi No Conv.
1
At Risk
0
Overdue
1
Scottsdale
7 recordsNew Bookings
0
First Conv.
0
Second Conv.
1
Multi No Conv.
0
At Risk
1
Overdue
0
Cadence and scripts
New Lead
Understand goals and book the best first step.
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.
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.
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.
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.
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.
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.
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.
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
New Lead
Unsold 90-Day
New Booking
Pre-Visit Booking Support
First Appointment - Not Converted to Member
Unsold 90-Day
Second Appointment - Not Converted to Member
Conversion Rescue
Multiple Bookings - Not Yet Converted to Member
Manager-Assisted Conversion
First Appointment - Member Converted
Sold 90-Day
Second Appointment - Member Converted
Sold 90-Day
Active Member
Retention / Usage
Member At Risk
Retention Rescue
Ascension Candidate
Ascension / Referral
Orphaned Client
Owner Assignment + Reactivation
Lost / Do Not Contact
None
Unsold 90-Day
Day 0 · Capture interest
4-way touchConfirm goals and recommend the best first step.
Day 1 · Warm follow-up
4-way touchSend a helpful note and answer the obvious objection.
Day 3 · Education
4-way touchExplain service or membership value without pressure.
Day 7 · First ask
4-way touchInvite booking or a short consult.
Day 14 · Objection handling
4-way touchAddress price, time, uncertainty, or trust with one clear question.
Day 21 · Approved proof / value
4-way touchUse client-approved proof or value framing without guarantees.
Day 30 · Stronger CTA
4-way touchAsk whether they want help choosing the right first visit.
Day 45 · Nurture
4-way touchUse a seasonal skin goal, event timing, or routine education angle.
Day 60 · Reactivation
4-way touchTry a new reactivation angle based on concern, timing, offer, or consult.
Day 75 · Personal check
4-way touchAsk whether the original goal is still on their mind.
Day 90 · Close or recycle
4-way touchMake a final helpful ask, then recycle to long-term nurture.
Sold 90-Day
Day 0 · Confirm purchase
4-way touchWelcome them, confirm expectations, and book or confirm the next step.
Day 1 · Reassurance
4-way touchSend a thank-you note and make sure they know where to get support.
Day 3 · Confidence
4-way touchExplain how consistency supports the routine without promising results.
Day 7 · Early check-in
4-way touchAsk how they are feeling about the routine and answer friction.
Day 14 · Usage
4-way touchConfirm the next visit/action and reinforce membership value.
Day 21 · Habit
4-way touchNudge consistency and recommend a booster only if context supports it.
Day 30 · Review
4-way touchReview progress, confirm routine, and rebook.
Day 45 · Retention
4-way touchIdentify friction before it becomes a cancellation or pause.
Day 60 · Expansion
4-way touchDiscuss referral, booster, upgrade, or next goal if appropriate.
Day 75 · Personalization
4-way touchMake a seasonal or event-based recommendation if it fits their goals.
Day 90 · Renewal / reset
4-way touchReview value, renew or recommit, and ask for a referral when appropriate.
Close payload example
Ava Martinez 1
Harper Lane 5
Quinn Parker 6
