Hi, Skin 2.0 OS

Status

Yellow: coach and support

Rebuild Preview / Internal DemoOpened from Manager Work Filter

One operating page for the Hi, Skin 2.0 rollout.

CRM / Operating Workspace rebuild in progress: command every role, inspect daily behavior, and keep decisions from blocking studio execution.

View Operating Flow July MVP Open Treatment Plan Treatment Card App Automation Suite IntelligenceOS

Primary outcome

Move from service transactions to outcome-based client relationships.

Week 1 stays manual-first, CSV-first, and inspection-first. No Boulevard writes, SMS/email automation, Slack sends, payments, or membership changes happen here.

Core value proposition

A management layer for repeatable performance.

Every module maps back to customer journey visibility, role ownership, conversion, retention, coaching, recognition, source-of-truth discipline, and faster executive decisions.

Command

Every role owns a number

Role ownership is a filter over the same client, task, opportunity, and workflow records.

Inspect

Daily behavior visible

Managers see the exact queue, owner, due date, status, and next action before results drift.

Decide

Blockers do not linger

Decision velocity is part of the operating system, not a separate status meeting.

Product / service overview

One page, all Hi, Skin 2.0 work.

The scattered route slices are consolidated into one coherent page while the old URLs remain as compatibility entry points.

Workspace

Metrics belong in the rail until the underlying work is inspectable.

10 views consolidated

studio coordinator

Inbox

Yellow: coach and support

Every role starts with the next client, task, queue, decision, or member relationship that requires action.

Primary number

Work Completed On Time

studio manager

Clients

Yellow: coach and support

The client record is the source of truth for timeline, tasks, opportunities, treatment plans, enrollments, recovery, and membership status.

Primary number

Client Lifecycle Progression

studio manager

Pipeline

Yellow: coach and support

Revenue work is managed as opportunities, not dashboard cards.

Primary number

Accepted Plan -> Enrolled Client %

studio manager

Members

Yellow: coach and support

Retention is a daily manager-owned relationship queue, not a monthly churn report.

Primary number

Member Retention Rate

studio manager

Tasks

Yellow: coach and support

If someone owns work, it is a task with an owner, due date, status, and source workflow event.

Primary number

Daily Execution Completion %

admin

Workflows

Yellow: coach and support

Every operating movement is visible as a workflow event and audit trail.

Primary number

Workflow Event Completeness

executive

Dashboards

Yellow: coach and support

Dashboards summarize durable workflow evidence after queues and records have captured the work.

Primary number

Enterprise Performance / Decision Velocity

executive

IntelligenceOS

Yellow: coach and support

Show the v0.1 operating intelligence layer across leads, missed calls, churn risk, reactivation, studio performance, and executive decisions.

Primary number

Enterprise Value Workflow Layer

executive

Decisions

Red: correct and escalate

Unresolved decisions do not block execution.

Primary number

Decision Velocity

admin

Settings

Yellow: coach and support

Owners, sources, confidence labels, import batches, and safety gates are governed before automation scales.

Primary number

Source of Truth Compliance %

Role Filters

Metrics belong in the rail until the underlying work is inspectable.

13 views consolidated

studio manager

Lifecycle Filter

Yellow: coach and support

Filter the workspace to Client Revenue Lifecycle work.

Primary number

Lifecycle Progression Rate

studio coordinator

Phone Revenue + Recovery Filter

Yellow: coach and support

Filter the workspace to front-door intake, missed-call recovery, handoff notes, and commitment opportunity work.

Primary number

Commitment Intake Capture Score

esthetician

Treatment Plan Filter

Green: study and share

Filter the workspace to provider recommendation and client commitment work.

Primary number

Treatment Plan Commitment Rate

studio coordinator

Checkout Filter

Yellow: coach and support

Filter the workspace to checkout packages and enrollment completion.

Primary number

Accepted Plan -> Enrolled Client %

studio coordinator

Studio Coordinator Work Filter

Yellow: coach and support

Filter the workspace to discovery, enrollment, and recovery ownership.

Primary number

Commitment-to-Close Rate

esthetician

Esthetician Work Filter

Green: study and share

Filter the workspace to diagnosis, recommendation, and client commitment.

Primary number

Treatment Plan Commitment Rate

studio manager

Manager Work Filter

Yellow: coach and support

Filter the workspace to daily behavior, coaching, recognition, recovery, and retention.

Primary number

Studio Performance Score

regional manager

Regional Work Filter

Yellow: coach and support

Filter the workspace to studio variance and constraint removal.

Primary number

Net Active Member Growth

director

Director Work Filter

Yellow: coach and support

Filter the workspace to standards drift, blockers, and scale readiness.

Primary number

% Studios Operating at Standard

lead trainer

Training Work Filter

Green: study and share

Filter the workspace to observed capability and certification work.

Primary number

Provider Performance Improvement

people

People Talent Dashboard

Yellow: coach and support

Manage leadership readiness and organizational capability dossiers while keeping official scoring evidence-bound.

Primary number

23 Dossiers / 13 Executive Focus

executive

Executive Work Filter

Yellow: coach and support

Filter the workspace to command, inspect, decide.

Primary number

Enterprise Performance / Decision Velocity

admin

Data Work Filter

Yellow: coach and support

Filter the workspace to imports, confidence, owners, and governance.

Primary number

Source of Truth Compliance %

July MVP execution layer

Hi Skin OS answers what requires action today.

July MVP scope: make the iPad consultation the revenue moment, then connect leadership visibility, studio accountability, front desk close tracking, member hypercare, and owned action queues.

Manual / CSV firstNo Boulevard writes

Esthetician iPad Experience

The iPad consultation is the July MVP centerpiece.

The iPad is not for charting. It is a sales and consultation tool that helps the esthetician build a personalized skin plan with the client, capture commitment, and hand off cleanly to the front desk.

Primary outcome

Treatment plan created

Client moment

Collaborative review

Revenue proof

Commitment-to-close

Today's selected client

Ariel Long

Membership: Non-member
Visit Number: 1
Previous Treatments: None
Previous Products: Gentle cleanser
Previous Recommendations: Start with barrier-friendly routine
Previous Notes: Dryness, texture, wants a simple plan

Open iPad App

Step 1

Select Today's Client

Green: study and share

Start from client context, not a blank form.

Membership statusVisit numberPrevious treatmentsPrevious productsPrevious recommendationsPrevious notes

Step 2

Skin Consultation

Green: study and share

Use large touch buttons for primary and secondary concerns.

AcneAgingPigmentationTextureDrynessSensitivityMaintenanceOther

Step 3

Skin Assessment

Yellow: coach and support

Capture quick observations and optional voice notes.

CongestedDehydratedInflamedFine linesSun damage

Step 4

Build Plan

Green: study and share

Turn expertise into visual recommendation cards.

Next serviceFrequency90-day planBoosterProductsMembership

Step 5

Client Commitment

Yellow: coach and support

Ask whether the plan makes sense before checkout.

YesNeed More InformationNot TodayObjection capture

Step 6

Signature + Handoff

Yellow: coach and support

Store acknowledgement and send a clean packet to the front desk.

SignatureDateTimeEstheticianStudioFront desk package

Recommendation Review

Turn the iPad toward the client: today's visit, what we found, what I recommend, next appointment, membership, and products.

Next Service

The Clear Skin Facial

Return in 4 weeks to continue visible progress.

Frequency

Every 4 weeks

Keeps the plan simple, consistent, and inspectable.

90-Day Plan

Clear Skin Plan

Three-visit path with booster and progress check.

Booster

Microdermabrasion

Supports texture and congestion goals.

Products

Simple home care

Do not overload the first recommendation.

Membership

Really Good Membership

Positioned as consistency and accountability.

Commitment + handoff

Does this plan make sense for your goals?

Signature acknowledgement

I reviewed today's personalized skin plan and recommendations with my esthetician.

Captured: signature, date, time, esthetician, studio.

Leadership measurement

This creates a measurable consultation-to-checkout pipeline instead of anecdotal reporting.

Treatment plans completed

Recommendation rate

Commitment rate

Signature rate

Front desk close rate

Commitment-to-close conversion

Esthetician performance

Studio consistency

Executive Dashboard

The executive view starts with leakage, conversion, follow-up, and studio status instead of generic reporting.

Membership Conversion

Yellow: coach and support

34%

40% July goal

Owner: Studio Managers

Treatment Plan Adoption

Yellow: coach and support

61%

75% plan presented

Owner: Estheticians

Booster Attach Rate

Yellow: coach and support

28%

35% eligible visits

Owner: Provider + Front Desk

Rebooking

Yellow: coach and support

72%

80% before exit

Owner: Front Desk

30-Day Retention

Green: study and share

88%

92% active

Owner: Manager

Follow-Up Completion

Yellow: coach and support

81%

95% same-day

Owner: Manager

Studio RYG Status

Red: correct and escalate

2 red

0 red studios

Owner: Market Leader

Studio Scoreboard

Each studio shows the operating gap, trend, owner surface, and RYG status in one scan.

Studio	New Clients	Membership	Treatment Plans	Booster	Rebooking	Follow-Ups	Open Actions	Trend	RYG
Rice VillageTexas	18	39%	71%	32%	78%	14 / 16	5	+6 pts	Green: study and share
ScottsdaleArizona	21	27%	49%	22%	64%	9 / 17	12	-4 pts	Red: correct and escalate
ArlingtonDC + Virginia	15	33%	62%	30%	75%	11 / 14	7	+2 pts	Yellow: coach and support

Today's Clients

Estheticians start with context, prior recommendations, membership state, and the next treatment-plan action.

Time	Client	Esthetician	Membership	Previous / Open Plan	Next Recommendation	Status
10:30 AM	Ariel Long	Kaylin Taylor	Non-member	First visit / dry skin concern90-Day Clear Skin Plan	Membership + booster + 4-week follow-up	Yellow: coach and support
12:15 PM	Nia Brooks	Carm Rameau	New member	Joined 18 days agoMember hypercare touch due	Rebook next facial before checkout	Red: correct and escalate
2:00 PM	Maya Chen	Christina Ybanez	Member at risk	No future visit bookedBarrier repair plan	Manager personal touch + rebook	Red: correct and escalate

Digital Treatment Plan

The in-chair workflow captures recommendation, commitment, and front desk handoff before checkout.

1Skin concernsReady

2Treatment selectedReady

3ProductsReady

4BoosterReady

5Membership recommendationReady

6Next appointmentReady

7Client discussionReady

8Electronic signatureDemo

9Send to Front DeskDemo

Signature acknowledgement

I understand today's recommendations, including my treatment plan, products, membership option, follow-up timeline, and next visit.

Client: pending iPad signatureEsthetician: Kaylin Taylor

Member Hypercare

Managers see new-member, 30/60/90-day, no-rebook, voucher-risk, and cancellation-risk touches due today.

New Members

Welcome + confirm next visit

5 dueYellow: coach and support

30 Day

Progress check + next plan

8 dueYellow: coach and support

60 Day

Routine reinforcement

3 dueGreen: study and share

90 Day

Retention review

2 dueYellow: coach and support

No Rebook

Personal touch

7 dueRed: correct and escalate

Cancellation Risk

Manager save call

1 dueRed: correct and escalate

Leadership Dashboard

Leadership reviews manager scorecards, market scorecards, coaching completion, execution trend, and open risks.

Manager Follow-Up

Yellow: coach and support

81%

Daily completion

Inspection Completion

Green: study and share

92%

Manager inspection path

Coaching Completion

Red: correct and escalate

68%

Leaders needing coaching

Execution Trend

Green: study and share

+3 pts

Seven-day improvement

Settings readiness

Studios, markets, users, thresholds, products, treatments, membership types, booster library, and treatment-plan templates are modeled as admin-governed settings before live integrations.

Action Queue

Nothing exists without one owner, one due date, one proof requirement, and one inspection path.

Issue	Owner	Action	Due	Priority	Proof	Inspector	Escalation	Status
Treatment plan presented but membership not closed	Front Desk	Record objection and same-day recovery follow-up	Today 5 PM	P0	Outcome + objection note	Studio Manager	Market Leader after 24h	Red: correct and escalate
New member has no 30-day touch logged	Studio Manager	Call or text, confirm next visit, record next action	Today	P1	Touch outcome	Market Leader	Daily inspection	Yellow: coach and support
Provider handoff missing product recommendation	Esthetician	Complete plan note before client reaches checkout	Now	P1	Signed plan packet	Studio Manager	Coaching queue	Yellow: coach and support

Definition of done

Executive gap scan under 60 seconds, manager hypercare queue visible, esthetician plan workflow under two minutes, signature captured before checkout, handoff measurable through recommendation gap, close gap, and handoff gap.

Inspect Queue

How it works

Discovery to retention is one operating flow.

The page keeps the same CRM objects, queues, workflow events, manager reviews, and source labels, but orders them as a single customer journey.

Step 1

Discovery

Step 2

Diagnosis

Step 3

Treatment Plan

Step 4

Client Commitment

Step 5

Enrollment

Step 6

Recovery

Step 7

Retention

My WorkQueuesRecordsTimeline

Requires Action

Every role starts with the next client, task, queue, decision, or member relationship that requires action.

Yellow: coach and support

Client	Record	Next Action	Owner	Due	Status
Ariel Long	EnrollmentCheckoutExecutionPackage	Complete enrollment from accepted 90-Day Clear Skin Plan	studio coordinator	Now	Yellow: coach and support
Maya Chen	MembershipMemberRelationshipTouch	Manager relationship touch: no future booking	studio manager	Today	Red: correct and escalate
Jordan Smith	LeadCallAttempt	Call attempt and required disposition	studio coordinator	Today	Yellow: coach and support
Enterprise	DecisionDecisionLog	Assign owner for checkout package approval gate	executive	48 hours	Red: correct and escalate

Queue Summary

Queue	Owner	Due Rule	Open	Status
Discovery Calls Due	studio coordinator	Before appointment	8	Yellow: coach and support
Accepted Plans Awaiting Enrollment	studio coordinator	Now	4	Yellow: coach and support
At-Risk Members	studio manager	Daily	2	Red: correct and escalate
Open Decisions	executive	48 hours	3	Red: correct and escalate

Phone Revenue Lane

Protect inbound demand before the visit.

The phone lane captures goals, concerns, handoffs, recovery ownership, and manager inspection while external phone systems remain outside this week-one boundary.

Phone Revenue OS v1

Front-Door Intake + Commitment Recovery

The phone system is external this week. Hi, skin 2.0 OS owns the internal intake record: client goal, skin concern, next step, handoff note, commitment opportunity, recovery owner, and manager inspection.

Commitment opportunities

Rows flagged for membership, package, rebooking, or recovery ask.

Missing handoffs

Booked clients missing provider / front desk context before the visit.

Open recovery

Leads or non-enrolled clients still needing owner follow-through.

Client	Goal + Concern	Booked	Handoff	Commitment	Owner / SLA	Actions	Manager Review
Ariel Long Rice Village / Texas (713) 485-0509	Clearer texture before summer travel Texture, pores, early aging First-time / Missed call recovery	Booked	Handoff needed	Flagged	Studio Coordinator Before visit Add goal and concern to pre-visit handoff before appointment.	Call from Device Google Voice Mark Started	Needs review Handoff Needed Booked
Morgan Lee Montrose / Texas (832) 241-6139	Calm breakouts before event Breakouts and redness Non-enrolled / Inbound inquiry	Not booked	Handoff needed	Flagged	Studio Coordinator Same day Call back with recommended next appointment and recovery path.	Call from Device Google Voice Mark Started	Needs review Needs Follow-Up Still open
Jordan Rivera Mosaic / DC + Virginia (703) 563-0154	Restart monthly routine Dryness and uneven tone Former member / Former member reactivation	Booked	Handoff done	Flagged	Studio Coordinator At checkout Provider confirms treatment plan and front desk asks for membership restart.	Call from Device Google Voice Mark Started	Reviewed Commitment Opportunity Booked

Client

Goal + Concern

Booked

Handoff

Commitment

Owner / SLA

Actions

Manager Review

Ariel Long

Rice Village / Texas

(713) 485-0509

Clearer texture before summer travel

Texture, pores, early aging

First-time / Missed call recovery

Booked

Handoff needed

Flagged

Studio Coordinator

Before visit

Add goal and concern to pre-visit handoff before appointment.

Call from Device Google Voice Mark Started

Needs review

Handoff Needed

Booked

Morgan Lee

Montrose / Texas

(832) 241-6139

Calm breakouts before event

Breakouts and redness

Non-enrolled / Inbound inquiry

Not booked

Handoff needed

Flagged

Studio Coordinator

Same day

Call back with recommended next appointment and recovery path.

Call from Device Google Voice Mark Started

Needs review

Needs Follow-Up

Still open

Jordan Rivera

Mosaic / DC + Virginia

(703) 563-0154

Restart monthly routine

Dryness and uneven tone

Former member / Former member reactivation

Booked

Handoff done

Flagged

Studio Coordinator

At checkout

Provider confirms treatment plan and front desk asks for membership restart.

Call from Device Google Voice Mark Started

Reviewed

Commitment Opportunity

Booked

ConnectedVoicemailNo AnswerBookedNeeds Follow-UpWrong NumberNot InterestedRecovery NeededHandoff NeededCommitment Opportunity

Required Disposition

No call attempt may remain unresolved. Every inbound lead must have a client goal, skin concern when available, owner, next action, due date, and manager review status. Booked clients need a handoff note before the visit.

Daily Manager Inspection

Which calls were missed?
Which leads are still open?
Which first-time clients need a handoff note before the visit?
Which non-enrolled clients need recovery today?
Which team member needs coaching based on the call or handoff failure?

Success Metrics

Live answer rate
Complete lead capture rate
Appointment booked rate
Handoff note completion rate
Missed-call callback SLA
Open recovery queue age
First-time clients with commitment opportunity flagged
Non-enrolled clients with recovery sequence created

Treatment plan engine

Turn provider expertise into a visible commitment.

The provider workflow keeps the menu hierarchy, client context, treatment plan, acceptance state, and enrollment handoff inspectable.

Open iPad Treatment Card App

Provider iPad Workflow

Treatment Plan Builder

The provider creates the TreatmentPlan in one pass from the client context, menu hierarchy, and long-term recommendation.

Client

Ariel Long

Today, 9:00 AM

Studio: Montrose
Appointment: appointment_ariel_montrose_0900
Concern: Texture, pores, random breakouts, early aging
Priority: Start before it gets worse
Timeline: Noticeable difference over the next couple months
Budget Comfort: Not cheapest; wants confidence it works
Goals: Healthier-looking skin and a clear starting point
How Heard: Online search / Instagram
Membership Status: No active membership or package
Prior Service History: First facial with Hi, skin

ConcernService Recommendation

Booster Selection

Infusion Selection

Membership Recommendation90-Day Plan Recommendation

Provider Notes

Why this planExpected outcomeTimelineHome care recommendationNext appointment recommendation

Live Preview

90-Day Clear Skin Plan - $298/mo x 3

TreatmentPlan Created

90-Day Clear Skin Plan

Treatment Plan Created

Service: The Clear Skin Facial
Boosters: Microdermabrasion
Infusions: Clearing
Membership: The Corrective Membership
Package: 90-Day Clear Skin Plan
Expected Timeline: 90 days with the next visit recommended in 4 weeks.
Investment: $298/mo x 3
Lifecycle: Treatment Plan -> Acceptance -> Enrollment Queue -> Recovery

Client Acceptance Screen

Your Skin Goal

Accepted

Healthier-looking skin and a clear starting point

Recommended Plan

90-Day Clear Skin Plan

Recommended Services

The Clear Skin Facial

Recommended Boosters

Microdermabrasion

Recommended Infusions

Clearing

Membership Recommendation

The Corrective Membership

Package Recommendation

90-Day Clear Skin Plan

Timeline

90 days with the next visit recommended in 4 weeks.

Investment

$298/month x 3

TreatmentPlanAcceptance

Acceptance ID: acceptance_treatment_plan_ariel_clear_skin_90_day
Client Accepted: Yes
Handoff Status: Ready For Studio Coordinator
Synced To Studio Coordinator: Yes
Acceptance Timestamp: 2026-06-07T15:30:00.000Z
Checkout Package ID: checkout_treatment_plan_ariel_clear_skin_90_day
WorkflowEvent: workflow_acceptance_treatment_plan_ariel_clear_skin_90_day
Event Destination: CheckoutExecutionPackage

Pricing, package, booking, and CTA

Accepted plans become checkout execution.

The checkout package preserves pricing, selected line items, next appointment recommendation, print/PDF placeholder, copy-paste invoice text, and Boulevard mapping placeholders without external writes.

Checkout Execution Package

Boulevard-Ready Manual Checkout Package

READY FOR CHECKOUT

Acceptance creates a checkout-ready internal package with line items, selected pricing, copy/paste invoice text, print view, PDF placeholder, and Boulevard mapping placeholders. It does not write to Boulevard.

Client

Ariel Long

Provider: Brooke
Studio: Montrose
Concern: Combination
Accepted Plan: 90-Day Clear Skin Plan
Membership: The Corrective Membership
Package: 90-Day Clear Skin Plan
Next Appointment Recommendation: Book next visit in 4 weeks.
Selected Pricing: $298/month x 3
Primary KPI: Accepted Plan -> Enrolled Client %

Print View PDF View Placeholder

Type	Line Item	Category	Qty	Selected Price	Mapping
service	The Clear Skin Facial	Corrective Treatment	1	$199	Boulevard mapping required
booster	Microdermabrasion	Booster	1	$45	Boulevard mapping required
infusion	Clearing	Corrective Infusion	1	$95	Boulevard mapping required
membership	The Corrective Membership	Membership	1	$199	Boulevard mapping required
package	90-Day Clear Skin Plan	90-Day Plan	1	$298	Boulevard mapping required
nextAppointment	Next appointment recommended in 4 weeks	Scheduling	1	$0	Manual booking step in Boulevard

PDF View

PDF View placeholder - generate only after internal approval.

Boulevard Mapping Placeholder

Each line item keeps a mapping placeholder for future Boulevard IDs. Week 1 remains manual entry only.

Copy/Paste Checkout Summary

CLIENT: Ariel Long
Provider: Brooke
Accepted Plan: 90-Day Clear Skin Plan
Concern: Combination
SERVICE: The Clear Skin Facial - $199
BOOSTER: Microdermabrasion - $45
INFUSION: Clearing - $95
MEMBERSHIP: The Corrective Membership - $199
PACKAGE: 90-Day Clear Skin Plan - $298
NEXTAPPOINTMENT: Next appointment recommended in 4 weeks - $0
Package: $298/month x 3
Next Appointment: Book next visit in 4 weeks.
Status: READY FOR CHECKOUT

Studio Coordinator Queue

Accepted Plans Awaiting Enrollment

Accepted treatment plans become front desk execution work. Every row needs enrollment status, payment status, next appointment status, priority, and a visible next action.

Client	Provider	Concern	Accepted Plan	Membership	Package	Accepted Time	Minutes Since Acceptance	Enrollment Status	Payment Status	Next Appointment Status	Priority	Actions
Ariel Long	Brooke	Combination	90-Day Clear Skin Plan	The Corrective Membership	90-Day Clear Skin Plan	9:42 AM	18	Open	Pending	Recommended	Yellow: coach and support	Open Checkout Package
Maya Chen	Iris	Discoloration	90-Day Even Tone Plan	The Corrective Membership	90-Day Even Tone Plan	8:55 AM	65	Needs Follow-Up	Pending	Missing	Red: correct and escalate	Open Checkout Package
Jordan Price	Nia	Maintenance	The Really Good Membership	The Really Good Membership	None	10:10 AM	6	Enrolled	Complete	Booked	Green: study and share	Open Checkout Package

Results, proof, and retention

Member health is managed before churn.

New member welcomes, at-risk rows, cancellation saves, and manager relationship touches are preserved as the proof layer for LTV and retention.

Membership Retention OS

Manager Member Relationship Queue

Separate from Phone Revenue OS

This is the manager-owned relationship system for retention, churn prevention, member health, and lifetime value protection. It is not the inbound demand queue.

New Member Queue

New Member Welcome Completion %

Member	Enrollment Date	Membership	Provider	Next Appointment	Welcome Completed	Risk Status
Ariel Long	2026-06-07	90-Day Clear Skin Plan	Brooke	Booked in 4 weeks	No	Green: study and share
Jordan Price	2026-06-06	The Really Good Membership	Nia	Booked	Yes	Green: study and share

At-Risk Queue

At-Risk Member Recovery %

Member	Risk Trigger	Last Visit	Next Visit	Owner	Risk Level	Action Required
Maya Chen	No future appointment booked	2026-05-02	Missing	Studio Manager	Red: correct and escalate	Manager touch today and rebook.
Sam Rivera	Long gap since last visit	2026-05-14	Not booked	Studio Manager	Yellow: coach and support	Call before Friday.

Canceled Queue

Cancellation Save %

Member	Cancellation Reason	Tenure	Last Visit	Recovery Status	Save Offered	Risk Level
Taylor Brooks	Scheduling	2 months	2026-05-18	Manager save review open	No	Red: correct and escalate
Lee Morgan	Unclear value	1 month	2026-05-22	Win-back later	Yes	Yellow: coach and support

Member Relationship Queue

Manager Relationship Touch Completion %

Member	Touch Type	Due Date	Owner	Completed	Outcome	Next Action	Risk Level
Ariel Long	NEW_MEMBER_WELCOME	2026-06-08	Studio Manager	No	Open	Welcome call or manual text.	Green: study and share
Maya Chen	NO_REBOOKING	2026-06-07	Studio Manager	No	Still At Risk	Rebook and document reason.	Red: correct and escalate

Manager operating cadence

Managers command the day.

Daily priorities, checklist completion, red/yellow/green exceptions, coaching, recognition, and blockers stay visible in one operating surface.

Manager Daily Control Panel

Command the Day

17% daily checklist

The manager starts with the work that must be inspected today: client journey breaks, enrollment relay, retention risk, coaching, recognition, blockers, and decisions.

Today's Priorities

New Clients

Yellow: coach and support

3 same-day discoveries still need concern, priority, timeline, budget, and goal fields.

Owner: Studio Coordinator | Due: Before first appointment | Next Step: Review discovery tracker before huddle closes.

Accepted Plans Awaiting Enrollment

Red: correct and escalate

Maya Chen accepted a 90-Day Even Tone Plan but payment and next appointment are still open.

Owner: Studio Coordinator | Due: Now | Next Step: Inspect checkout package and assign follow-up.

New Members

Green: study and share

Ariel Long needs a welcome touch after enrollment.

Owner: Studio Manager | Due: Within 24 hours | Next Step: Complete welcome and confirm next appointment.

Open Decisions

Yellow: coach and support

Provider handoff standard needs final owner for late-day appointments.

Owner: Executive | Due: 48 hours | Next Step: Assign decision sponsor.

Daily Manager Checklist

Queue Summary

New Clients

Yellow: coach and support

Accepted Plans Awaiting Enrollment

Yellow: coach and support

Recovery Queue

Red: correct and escalate

New Members

Green: study and share

At-Risk Members

Yellow: coach and support

Canceled Members

Red: correct and escalate

Coaching Required

Yellow: coach and support

Recognition Opportunities

Green: study and share

Open Decisions

Yellow: coach and support

Red / Yellow / Green Exceptions

Section	Item	Owner	Due	Status	Next Step
Recovery Queue	2 accepted-not-enrolled clients are past same-day recovery standard.	Studio Coordinator	Today	Red: correct and escalate	Create recovery touch and manager review.
Coaching Required	Provider skipped long-term recommendation on two consults.	Studio Manager	End of day	Yellow: coach and support	Coach observable recommendation behavior.
Recognition Opportunities	Jordan membership enrolled in six minutes after acceptance.	Studio Manager	Huddle	Green: study and share	Recognize coordinator and provider relay.

Recognition

Brooke and the Montrose Studio Coordinator

Created a clear 90-day plan, got client acceptance, and moved the package to checkout the same visit.

Metric: Accepted Plan -> Enrolled Client %

Coaching

Provider team

Use the Treatment Plan Engine before client wrap-up and document Not Today when the plan is not accepted.

Follow-Up Date: 2026-06-08

Blockers

Open Decisions

Late-day handoff owner - Executive, due 48 hours
Manager welcome-touch script owner - Studio Manager, due Today

Executive command + IntelligenceOS

Enterprise decisions stay tied to source transparency.

The IntelligenceOS prototype remains embedded with its demo flow, studio ranking, commitments, missed-call recovery, AI insight placeholder, SOP copilot, and data protection controls.

v0.1 prototypehttps://hiskinOS.artmetricsco.com

Hi, skin IntelligenceOS

A working operating intelligence demo across leads, missed calls, members, churn risk, reactivation, studio performance, and executive reporting.

One-click demo flow

Operating Intelligence Console

Commitments are the operating backbone: owner, next action, date, and time.

RoleMarketStudio

Source Transparency

v1 uses imported discovery findings as the baseline. Analytics that require live system data are clearly marked before they can be treated as real-time.

Imported Discovery DataAPI Connection RequiredDemo Placeholder

Imported from discovery: demand, talent, and brand momentum exist. The constraint is consistent revenue capture and operating execution across locations. API connection required via Boulevard, selected phone platform, tracker imports, and membership data for ongoing measurement.

Show SourceOpen

Finding

Enterprise Operating Constraint

Source

Hi_Skin_2_0_CEO_Weekly_Operating_Report_Week_1_Phase_3_2026-06-05.pdf

Source date

2026-06-05

Import status

Imported Discovery Data

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, selected phone platform, KPI workbook, daily studio trackers, membership data

Confidence

High

Last imported

2026-06-13

Finding detail

Demand, talent, and brand momentum exist. The constraint is consistent revenue capture and operating execution across locations.

Business implication

The company does not primarily lack strategy. It lacks consistent operating control over the behaviors that turn demand into revenue quality, retention quality, LTV, and enterprise value.

Profit lever

Improve revenue capture and membership growth by standardizing the behaviors that convert existing demand.

Cost reduction lever

Reduce management drag caused by inconsistent local interpretation and manual reconciliation.

Notes

Imported from executive discovery report. Baseline operating finding, not live operational analytics.

Mark's funding frame

Fund AI first where it monetizes demand already being created or removes management drag.

AI Missed Call Recovery is the fastest revenue-capture lane because the discovery baseline already shows an answer-rate and recovery gap.

Executive operating architecture

Five Commercial Operating Systems

TrafficOS creates and qualifies demand. BookingOS captures demand into appointments. RevenueOS monetizes visits. RetentionOS protects recurring revenue. MarginOS turns growth into contribution margin, EBITDA quality, cash flow, and enterprise value. Margin BridgeOS shows how the business moves from 6% to 30% through operating levers. CommitmentOS ensures every opportunity has owner, next action, date, and time.

Open OS Map Margin BridgeOS Future State SourceTruthOS

Margin BridgeOS

Manual Target Input + API Connection Required

Are we moving from 6% current margin to 30% target margin through operating levers?

Target-case assumption: the 6% and 30% figures require verified finance, payroll, inventory, Boulevard, marketing, and source-of-truth data before they are treated as live.

24-point bridge

TrafficOS

Imported Discovery Data

Are we creating the right demand?

Primary lever: Source quality and campaign-to-member attribution.

API Connection Required: API connection required via Meta Ads API, Google Ads API, GA4, website forms, referral tracking, Boulevard, and selected phone platform.

BookingOS

Imported Discovery Data

Are we capturing demand into appointments?

Primary lever: Missed-call recovery and smart scheduling.

API Connection Required: API connection required via Selected phone platform API, Boulevard Scheduling API, Boulevard Appointments API, Boulevard Client API, SMS platform, and email platform.

RevenueOS

Imported Discovery Data

Are we converting visits into enterprise value?

Primary lever: Treatment plan, membership/package, product, booster, rebook, and referral conversion.

API Connection Required: API connection required via Boulevard appointments, POS/product sales, membership sales, package sales, rebooking data, treatment-plan data, and no-sale reason capture.

RetentionOS

Imported Discovery Request

Are we protecting and growing recurring revenue?

Primary lever: Churn risk, member health, second-visit activation, and reactivation.

API Connection Required: API connection required via Boulevard Membership API, Boulevard Appointment API, Boulevard Client API, cancellation/pause reason data, product/package purchase data, SMS platform, and email platform.

MarginOS

Imported Discovery Data

Are we converting revenue into contribution margin, EBITDA quality, and scalable enterprise value?

Primary lever: Contribution margin, profitable revenue mix, provider-hour yield, product margin, package economics, membership economics, and CAC payback.

MarginOS prevents IntelligenceOS from becoming a revenue vanity machine.

API Connection Required: API connection required via Boulevard POS / transactions, appointments, services, memberships, packages, products, staff attribution, payroll / scheduling, inventory, accounting / P&L, Meta Ads, Google Ads, GA4, phone platform, SMS/email, and manual lease / occupancy cost import.

Human Leverage Map

System detects, prioritizes, drafts, assigns, and tracks. Humans decide, speak, coach, approve, and secure the next commitment.

Commitment conversion points

Highest-value human work

Judgment

Trust, coaching, approval, escalation, relationship repair

Lowest-value human work

Memory

Sorting, routing, reminders, reports, re-entry, status chasing

Operating rule

4 fields

Owner, next action, date, and time

Role	Leverage Layer	Highest-Value Moments	System Owns	Human Owns	Value Destroyer	Inspection Question
Studio Manager	Highest enterprise-value human layer	Morning inspection, Broken commitment review, Same-day coaching	Broken commitment alerts, Queue priority, Huddle prep	Coach the behavior gap, Assign recovery, Inspect completion	Manager becomes the memory layer, task chaser, or hero rescuer instead of making the system run.	What broke, who owns recovery, and when will I inspect it again?
Esthetician	Trust and treatment-plan layer	Skin goal discovery, Treatment recommendation, Product recommendation	Recommendation checklist, Missed recommendation detection, Treatment-plan status	Build trust, Make the plan specific, Connect care to the client goal	Service ends without documented recommendation, product plan, rebook, or coordinator handoff.	What recommendation was made, and what next commitment was created before checkout?
Studio Coordinator	Revenue-capture layer	First live call, Missed-call recovery, Checkout commitment	Daily queue, Scripts, Client context	Own the conversation, Secure the next commitment, Use premium language	Coordinator becomes transactional at phone or checkout instead of converting demand into the next commitment.	Did the interaction create appointment, follow-up, rebook, membership, package, or recovery commitment?
Market Leader	Manager-inspection layer	Diagnose studio variance, Inspect manager inspection, Coach manager behavior	Studio variance view, Manager inspection completion, Weekly review builder	Coach the manager, Protect the inspection chain, Compare studios	Market Leader bypasses the manager and becomes a floating super-manager for frontline teams.	Which manager behavior must change, and what manager commitment proves it is being inspected?
CEO	Focus and capital-allocation layer	Inspect enterprise levers, Allocate focus, Sample evidence	Enterprise summary, Studio ranking, Market ranking	Decide where to focus, Inspect the chain, Avoid anecdote chasing	Executive bypasses the operating chain and solves frontline issues directly.	Which studio is leaking value, who owns correction, and what metric proves recovery?

Operating answer

Place humans at commitment conversion points, not administrative checkpoints.

The platform should remove memory, routing, reporting, reminders, and inconsistent interpretation from the field so frontline roles can focus on trust, judgment, coaching, and the next commitment.

Language standard

Direct, premium, results-focused, skincare-forward, and confident without pressure. No fear-based closing, medical guarantees, hard-sell tone, or discount-club membership framing.

Executive Decision Surface

CEO view of enterprise revenue, membership, churn, and studio risk. Imported from discovery unless a live source badge says otherwise.

CEO / Revenue OpsImported Discovery Data

Total revenue

$1,848,800

$1,911,300 forecast

Net active growth

254

363 new + 85 reactivated - 194 lost

Churn

4.3%

18% forecast risk

Commitment compliance

68%

55% broken recovery

Missed call recovery

57%

Recovered / missed calls

Imported Discovery DataAPI Connection Required

Imported from discovery: 7 of 9 studios missed the Week 1 shopper call.

API connection required via selected phone platform for live answer rate, missed calls, callback SLA, call recordings, and recovery analytics.

Show SourceOpen

Finding

Inbound Phone Capture Gap

Source

Hi_Skin_2_0_CEO_Weekly_Operating_Report_Week_1_Phase_3_2026-06-05.pdf

Source date

2026-06-05

Import status

Imported Discovery Data

Realtime requirement

API connection required for real-time analytics.

Required API

Selected phone platform API, SMS platform, Boulevard booking API

Confidence

High

Last imported

2026-06-13

Finding detail

7 of 9 studios missed the Week 1 shopper call, indicating a direct answer-rate and recovery gap.

Business implication

Warm inbound demand is being created but not consistently captured, recovered, or converted into booked revenue.

Profit lever

Recover warm inbound demand before it is lost.

Cost reduction lever

Reduce manual call chasing, manager follow-up burden, and revenue leakage from untracked missed calls.

Notes

Imported from executive discovery report. Baseline operating finding, not live operational analytics.

Studio Risk Ranking

Studio	Revenue	Members	Net Growth	Lead Conv.	Missed Call	Commitments	Risk
Scottsdale AZArizona	$172,400	398	-3	28%	39%	46%	Critical
Phoenix AZArizona	$183,600	431	10	32%	47%	52%	High
Gilbert AZArizona	$191,200	452	20	36%	53%	64%	Medium
MKT Heights TXHouston	$198,400	469	28	39%	58%	68%	Medium
14th Street DCDMV	$226,300	523	37	44%	60%	69%	Low
Mosaic VADMV	$219,700	506	37	43%	63%	74%	Low
Rice Village TXHouston	$205,800	487	35	41%	64%	77%	Low
Montrose TXHouston	$214,500	512	42	42%	61%	88%	Low
Uptown Park TXHouston	$236,900	548	48	48%	68%	76%	Low

Market Ranking

Houston

2016 active members

Low

Revenue$855,600

Lead conversion43%

Missed call recovery63%

Arizona

1281 active members

Low

Revenue$547,200

Lead conversion32%

Missed call recovery46%

DMV

1029 active members

Low

Revenue$446,000

Lead conversion44%

Missed call recovery62%

Net Active Member Growth Command Center

North Star formula: new members + reactivated members - cancellations.

254 enterprise net growth

New members

363

Demand converted into membership

Reactivated

Dormant demand recovered

Cancellations

194

Membership loss to inspect

Studio	New	Reactivated	Cancellations	Net Growth	Contribution
Scottsdale AZ	24	5	32	-3	-1%
Phoenix AZ	31	6	27	10	4%
Gilbert AZ	35	9	24	20	8%
MKT Heights TX	39	8	19	28	11%
14th Street DC	49	9	21	37	15%
Mosaic VA	44	13	20	37	15%
Rice Village TX	41	11	17	35	14%
Montrose TX	46	14	18	42	17%
Uptown Park TX	54	10	16	48	19%

Scottsdale AZ Studio Performance

Per-studio view for manager and market leader inspection. Demo placeholders until Boulevard and phone data are connected.

ArizonaCriticalDemo PlaceholderAPI Connection Required

Revenue

$172,400

$161,500 forecast

Net active growth

-3

24 new + 5 reactivated - 32 cancellations

Conversion rate

28%

22% membership conversion

Manager risk score

34% churn risk

Call answer rate62%

Pre-service contact rate58%

Commitment compliance46%

Rebook39%

Yesterday

- Revenue: $172,400
- Memberships: 24 new
- Rebooks: 39%
- Broken commitments: 1

Today

- 3 follow-ups due
- 39% missed-call recovery
- 35% product attachment
- 17% package conversion

Right Now

- Guests need next commitments
- Checkout handoffs require owner
- Treatment recommendations need inspection
- Recovery work due before close

Commitment System

Every opportunity needs owner, next action, date, and time.

Compliance

20%

Completed or recovered commitments

Broken

Requires recovery owner

Incomplete fields

Missing owner, action, date, or time

Client	Type	Owner	Next Action	Due	Status
Olivia Grant	Contact	Mia	Call back, confirm skin concern, and send reviewed booking link.	2026-06-13 09:15	Open
Camila Stone	Appointment	Mia	Confirm consultation and pre-service concern before arrival.	2026-06-13 10:00	Completed
Ava Brooks	Churn Save	Anna	Manager value-review call and same-week rebook.	2026-06-13 12:30	Open
Lena Ortiz	Churn Save	Anna	Send esthetician note and schedule routine reset.	2026-06-12 16:00	Broken
Maddie Ellis	Reactivation	Mia	Send manager-reviewed 30-day routine reset message.	2026-06-13 15:30	Open

Orphaned Opportunities

No owner means no accountability. No next action means no movement.

1 orphaned

Section	Client	Reason	Commitment Needed	Recommended Owner	Next Action
Recommendations without follow-up	Camila Stone	Treatment plan has at least one missed recommendation and no recommendation commitment.	Treatment	Studio Manager	Create follow-up commitment for missing product, membership/package, and rebook recommendation.

Missed Call Recovery

Workflow: missed call, SMS, booking link, owner, status, recovered.

Caller	Time	SMS	Link	Owner	Status
Olivia Grant	08:42	Sent	Sent	Mia	In progress
Camila Stone	09:15	Sent	Sent	Mia	Recovered

Mock SMS copy generator

Hi Olivia, this is Hi, skin Scottsdale. Sorry we missed you. Here is the fastest booking link, and I can help you choose the right facial today.

Lead Intelligence

High-intent leads are prioritized by score and next action.

Lead	Source	Coordinator	Contact	Booking	Score	Next Action
Olivia Grant	Meta	Mia	Needs follow-up	Not booked	91	Call within 15 minutes and offer next available consultation.

Churn Risk Engine

Member risk is modeled from recency, frequency, product behavior, and membership age.

Member	Age	Last Visit	Frequency	Products	Risk	Save Action
Ava Brooks	7 mo.	51 days	0.4/mo.	0	Critical	Manager call today: acknowledge gap, rebook service, offer routine reset plan.
Lena Ortiz	11 mo.	38 days	0.6/mo.	1	Critical	Send personalized esthetician note with next treatment recommendation.

Reactivation Engine

Dormant clients segmented into outreach windows with AI-ready placeholders.

Maddie Ellis

Really Good Facial

30 days

Your skin routine is right on time for a reset. We can help you keep the progress going this week.

Revenue Coordinator Daily Queue

Top revenue actions across churn saves, reactivations, missed calls, unbooked leads, treatment plans, and upgrades.

Top 4 Actions

Priority	Type	Client	Owner	Due	Recommended Action
Critical	Churn Save	Ava Brooks	Anna	Now	Manager save call and same-week rebook.
High	Missed Call	Olivia Grant	Mia	Now	Call back, confirm skin concern, send booking link.
High	Unbooked Lead	Olivia Grant	Mia	Today	Move to high-intent lead sequence.
Medium	Reactivation	Maddie Ellis	Mia	Today	Send 30-day routine reset message.

Manager Inspection Console

Daily visibility into yesterday, today, right now, broken commitments, and coaching.

Anna

Next inspection: 2026-06-14

54 weekly score

Yesterday

- 2 broken commitments
- Negative Net Active Member Growth
- Missed call recovery below target

Today

- Ava Brooks churn-save call
- Olivia Grant booking recovery
- Maddie Ellis reactivation message review

Right Now

- Guest checkout handoff requires next commitment
- Coordinator queue has two due-now items

Broken commitments reviewed2

Coaching completedNo

Coaching question: What behavior was missed, what commitment was not created, and when will I inspect this again?

Market Leader Inspection Console

Market Leaders inspect managers, not frontline teams directly.

Arizona / Anna

Scottsdale is drifting because manager inspection is not converting broken commitments into same-day recovery.

Critical

Behavior to inspectMissed-call recovery and churn-save commitment creation.

Required actionRun the broken commitment review, create recovery commitments, and inspect completion by 4 PM.

Next inspection2026-06-14

Coaching question: Which client opportunity lacked owner, next action, date, or time before it broke?

First-Visit Conversion System

Greet, evaluate, tour, assess, propose, then create the next commitment.

Camila Stone

Commitment linked

greetevaluatetourassesspropose

Written care planNo

Product recommendationNo

Membership/package discussedNo

Rebook recommendedYes

Treatment Plan Monetization

Every guest is evaluated across service, booster, product, membership, package, rebook, and referral.

Camila Stone

Consultation

3 missed

BoosterProductMembershipPackageRebook

No booster recommendation, No product recommendation, No membership/package discussion

AI Insights Panel

Plain-English executive summaries from mock operating data.

Critical

Scottsdale AZ is critical risk due to -3 Net Active Member Growth, 34% forecasted churn risk, 62% call answer rate, and 46% commitment compliance.

What happened: Net Active Member Growth, churn, call capture, and commitment compliance are moving together.

Why it matters: Leakage without ownership turns into lower retention quality and weaker enterprise value.

Who owns it: Manager owns inspection; coordinator owns recovery tasks; Market Leader inspects manager behavior.

Metric to inspect: Commitment compliance and missed-call recovery before the next huddle.

- 32 lost members
- 39% missed-call recovery
- 58% pre-service contact completion
- 39% rebook rate

Open the Revenue Coordinator queue and clear churn saves plus missed-call recovery today. Each action needs owner, next action, date, and time.

Scottsdale AZ

Critical

Scottsdale is underperforming due to elevated churn, low call answer rate, and weak membership conversion.

Phoenix AZ

High

Phoenix revenue is at risk because churn pressure is rising faster than new member growth.

Houston

Low

Houston is the strongest market, led by Uptown Park membership conversion and stable retention.

SOP Copilot Placeholder

Seeded SOP answers only. This is ready to swap into a retrieval-backed copilot later.

Coordinator

SOP Copilot - Commitment System

Core rule: Every opportunity must have owner, next action, date, and time.

What to do: Create or update the commitment before the interaction is considered handled.

Commitment to create: Create the smallest next-step commitment that moves the client forward.

Manager inspection question: Which opportunity is missing owner, next action, date, or time?

Avoid: Do not mark an opportunity handled because someone talked about it.

Training + Certification Tracker

Advancement requires demonstrated behavior, not attendance only.

Week	Module	Role	Status	Level	Evidence
1	Commitment Fundamentals	Studio Coordinator	Observed	Execute	Created live owner, action, date, and time commitments during huddle.
2	Phone + Follow-Up	Studio Coordinator	In Progress	Understand	Needs manager-observed missed-call recovery.
3	Consultation + Treatment Plan	Esthetician	Completed	Execute	Documented care plan and next commitment.
4	Treatment Plan Monetization	Esthetician	In Progress	Understand	Product and rebook recommendation consistency not yet demonstrated.
7	Manager Certification + Sustainment	Studio Manager	Observed	Improve	Reviewed broken commitments and coached behavior gap.

Audit Log + Data Protection

Drafts, inspections, and commitment transitions keep a visible operating trail.

Commitment created

2026-06-13T08:45:00-07:00

Revenue Ops: Created recovery commitment for Olivia Grant.

Commitment broken

2026-06-12T16:15:00-07:00

System: Lena Ortiz churn-save due time passed.

AI message drafted

2026-06-13T09:20:00-07:00

Mia: Draft-only missed-call SMS generated with placeholder-safe context.

Manager reviewed message

2026-06-13T09:26:00-07:00

Anna: Reviewed SMS before client-facing use.

Inspection completed

2026-06-13T10:30:00-07:00

Arizona Market Leader: Reviewed Scottsdale manager inspection gap.

AI safety rules

- Do not expose sensitive client identifiers in AI prompts.
- Do not store real medical details or generate medical claims.
- Do not auto-send AI-generated messages.
- Manager or authorized user must review client-facing AI content.

Admin / Data Settings

Integration state is explicit so mock data can be replaced cleanly.

Boulevard

Mock Data

Replace studio/member/booking seeds with Boulevard API or approved exports.

Powers: Members, Appointments, Treatment plans, Revenue

Mocked today: Studios, memberships, appointments, and revenue metrics.

Phone system

Mock Data

Replace missed-call seeds with phone provider webhooks and disposition events.

Powers: Phone Revenue OS, Missed call recovery, Callback SLA

Mocked today: Call log, recovered status, and SMS draft state.

Leadership readiness stays evidence-bound.

People, coaching, promotion watch, talent dossiers, executive focus, operating controls, and assessment queues remain part of the 2.0 operating page.

People Talent Dashboard

Built from the current Obsidian assessments and the CEO Control Tracker. Real people are ranked aggressively for attention, proof path, and operating risk; official scorecard fields stay evidence-bound.

Talent Ranking People Roster Leadership Assessments August Readiness Talent Heat Map Promotion Watch List Executive Talent Dashboard

People ranked

Assessment-derived order

Top promotion bet

Malauri

30-day proof path

Highest upside

Jasmine

Market leader test

Red risk signal

Taylor D.

Customer promise owner

Executive Talent Rollup

Talent, Training, Management Cadence, and Performance Standard

The next stage of growth requires frequency before greatness.

Thesis

Hi, skin has sales-capable, coachable talent. The larger gap is management frequency, training reinforcement, and inspection cadence.

Current Finding

The opportunity is not only external hiring. Existing internal talent can become stronger operators, sellers, managers, and studio leaders if the behavior is reinforced daily.

Core Issue

The company cannot expect daily revenue contribution, daily client conversion, and daily accountability from monthly reinforcement.

Operating Shift

Hire fast, qualify fast, train fast, inspect daily, coach directly, promote performance, and exit misalignment quickly.

Talent Standard

Sales focusService excellenceAccountabilityWarmthUrgencyDisciplineClient careCommercial awarenessCoachabilityEmotional control

Source: 02-People/Talent Assessments/00 Hi, Skin Executive Report - Talent, Training, Management Cadence, and Performance Standard.md

Daily huddle

7-10 min

Set target, behavior focus, ownership, client opportunities, blockers, and what must happen before close.

Daily micro-training

3-5 min

Build one behavior at a time: sales language, objection handling, rebooking, membership, client recovery, or follow-up.

Weekly focus

1 theme

Reinforce a single performance theme through the week and inspect adoption.

End-of-week recap

15-30 min

Close the loop between result, behavior, missed opportunity, coaching priority, and next weekly focus.

One-on-one development

Weekly to monthly

Develop individual performance, accountability, and skill without replacing daily huddles or weekly inspection.

CEO + Operations Decision Points

Will daily huddles become mandatory across every studio?

Who owns 3-5 minute daily training content?

What are the first four weekly focus themes?

What KPIs must be reviewed daily, weekly, monthly, and quarterly?

What is the minimum acceptable manager cadence?

Who owns talent calibration across studios?

How will leadership inspect whether managers are reinforcing the standard?

Talent Intelligence Dossier System

Leadership readiness and organizational capability assessment system. This is not an HR system.

Read 2026-06-10

Dossiers

Named individuals

Focus group

Executive first

Verified

Source-backed

Needs validation

Open records

Calendar gaps

Booking proof

Performance gaps

Validation proof

Team Tracker

Read

People Directory, Interview Tracker, Leadership Observations, Leadership Enrichment, and Organizational Chart tabs read from the live tracker.

Company-Wide Personnel List

Read

Copy of Company Wide Emails / SM Participation spreadsheet read on 2026-06-10 and normalized into company-wide-personnel-2026-06-10.json/csv with duplicate-name and blank-name cleanup flags.

Leadership Interviews

Partial

Existing local completed narratives and assessment guides are mapped where present.

Google Calendar Bookings

DATA REQUIRED

Calendar event search was not available in this connector session; event IDs or export are required for booking proof.

LinkedIn Research

Partial

Leadership Enrichment tab provides validated, partially verified, or needs-validation context. Missing LinkedIn URLs remain open.

Performance Data

DATA REQUIRED

No validated person-level performance data was present in the read-only source pass.

Decision Guardrail

LinkedIn context is never enough for hiring or termination recommendations. Assessment requires interview findings and validation requires performance data.

Aggressive Talent Ranking

Assessment-derived priority order for attention, proof path, and executive decision-making.

Not compensation scoring

Rank	Person	Tier	Call	Confidence	Priority Score	Decision Rule
#1	Malauri Swindoll Studio Manager	A1 - promote/test now	Best near-term internal promotion bet.	High	92	Put her on a 30-day proof path before widening scope.
#3	Jasmine Long Market leader candidate	B1 - highest upside, unverified	Highest upside market-leader candidate if revenue math and manager replication test cleanly.	Medium	74	Run the market leader assessment before assigning Texas growth ownership.
#4	Taylor Donkin Operations / training owner	B2 - critical integrator, verify before relying	Critical operating-system gatekeeper; high leverage if the interview confirms ownership.	Medium	72	Interview before assigning August readiness ownership or trusting rollout absorption capacity.
#5	Daryan Sandoval Studio leadership candidate	B3 - bench candidate, revenue proof required	Potential strong studio manager or market bench; not a market-leader call until revenue coaching is proven.	Low	66	Classify only after membership coaching, missed-lead recovery, and underperformer-development probes.
#6	Taylor DiGiacomo Brand / community operator	R1 - red risk signal, not promotion priority	Use as the diagnostic voice for customer-promise risk; do not treat as a promotion watch candidate yet.	High	58	Name the customer-promise owner before increasing campaign pressure.

Talent Heat Map

Narrative readiness, risk signal, and required next action from Obsidian, sorted by rank.

Scores not invented

Person	Role / Scope	Readiness	Signal	Score	Next Action
Malauri Swindoll Completed narrative	Studio Manager Montrose / Houston Market	Strong emerging operator	Green: study and share	High Evidence coverage 92%	Use Promotion Watch List path to test training leader / market support readiness.
Jasmine Long Assessment guide	Market leader candidate Texas multi-unit operations	High-capacity regional operator; interview required	Yellow: coach and support	DATA REQUIRED Evidence coverage 42%	Run 30-minute market leader assessment and score against operational scale criteria.
Taylor Donkin Assessment guide	Operations / training owner Training, recruiting, onboarding, customer experience, studio launches	High-leverage stakeholder; interview required	Yellow: coach and support	DATA REQUIRED Evidence coverage 44%	Run Taylor Donkin call before August readiness score is trusted.
Daryan Sandoval Assessment guide	Studio leadership candidate Studio operations / revenue leadership assessment	Likely strong operator; revenue-leadership proof required	Yellow: coach and support	DATA REQUIRED Evidence coverage 40%	Run assessment and classify as future market leader, strong studio manager, needs development, or role risk.
Taylor DiGiacomo Completed narrative	Brand / community operator Marketing, brand experience, studio conversion continuity	Useful voice; ownership gap exposed	Red: correct and escalate	Narrative only Evidence coverage 78%	Convert findings into a Decision Log owner assignment before increasing campaign pressure.

Promotion Watch

Four future-role signals now reflected in the tracker.

Malauri Swindoll

Studio Manager

Green: study and share

Senior Studio Manager -> Training Leader / Market Support

Taylor Donkin

Operations / training owner

Yellow: coach and support

Potential operating-system owner

Jasmine Long

Market leader candidate

Yellow: coach and support

Texas growth owner candidate

Daryan Sandoval

Studio leadership candidate

Yellow: coach and support

Potential studio manager / market bench

Source Discipline

What is live versus what still needs structured rows.

Obsidian source

clients/hiskin/executive-operating-workspace/obsidian-vault/Hi Skin Command Center/02-People/Talent Assessments/Assessment Tracker Source Map.md

DATA REQUIRED

People Roster, Leadership Assessments, Talent Heat Map, August Readiness, Promotion Watch List, Executive Talent Dashboard, and Talent Ranking are populated. Rank is a decision-priority layer; assessment dates, manager assignments, scored categories, readiness completion fields, and promotion owners still need verified evidence before official scoring.

Operating Control Map

Cross-assessment controls that should become tracker rows, decisions, or inspection cadence.

Owner gaps visible

Commercial-to-studio bridge

Executive + studio operating owner

Red: correct and escalate

Isa and Taylor DiGiacomo both expose a black box after booking.

Required Control

Define the feedback loop from campaign source to treatment recommendation, acceptance, membership, review, and LTV.

Manager cadence and coaching frequency

Studio managers + People

Green: study and share

Malauri shows the right manager behaviors; the broader system needs frequency before greatness.

Required Control

Turn manager instincts into daily huddles, weekly coaching, scorecards, and documented inspection.

Rollout absorption capacity

Operations / training

Yellow: coach and support

Taylor Donkin assessment must confirm who owns adoption and whether August 1 is realistic.

Required Control

Complete rollout absorption interview before trusting August readiness scores.

Texas revenue leadership bench

People + regional leadership

Yellow: coach and support

Jasmine and Daryan guides test revenue math, coaching, pipeline management, and change adoption.

Required Control

Run assessments and classify market leader, strong studio manager, needs development, or role risk.

Assessment Intelligence

The highest-signal read from each Obsidian assessment, plus the scorecard areas that still need evidence.

Malauri Swindoll

The people capability is ahead of the operating-system maturity. Malauri is already modeling many required behaviors, but they need to become company standard rather than individual manager instinct.

Green: study and share

Evidence Signals

Strong emerging operator with coaching orientation, KPI awareness, recognition culture, and consultative selling behavior.
Current manager identity is helping the team succeed; next evolution is building a predictable business unit.
Growth path points toward Senior Studio Manager and Training Leader / Market Support.

Operating Controls

Manager scorecard
Weekly/daily coaching loop
Recorded winning consultations
Multimedia training assets

Scorecard Focus

Sales Execution: Strong
Coaching Frequency: Strong
Team Development: Strong
Financial Ownership: Needs Development
Systems Scaling: Needs Development

Open Questions

Can her behavior be converted into a repeatable model for weaker managers?
What financial and forecasting coaching is required before expanded leadership scope?

Jasmine Long

Jasmine should be assessed as a high-capacity regional operator who may architect and scale performance across the Texas market, not as a studio manager.

Yellow: coach and support

Evidence Signals

The strongest signal is whether she naturally connects behavior to activity to conversion to revenue.
Interview should test quota attainment, manager capability, accountability systems, phone sales, and membership conversion.
A strong answer replicates excellence by documenting process, observing behavior, building playbooks, training managers, and measuring adoption.

Operating Controls

Texas market leader assessment
Revenue math probe
Phone-sales recovery plan
Manager playbook replication test

Scorecard Focus

Revenue Acumen: DATA REQUIRED
Multi-Unit Leadership: DATA REQUIRED
Coaching Ability: DATA REQUIRED
Data Literacy: DATA REQUIRED
Executive Presence: DATA REQUIRED

Open Questions

Can Jasmine drive results through other people across four Texas studios?
Can she quantify missed inbound opportunity impact and build the recovery system?

Taylor Donkin

Taylor Donkin is likely one of the primary integrators who can tell whether the company can operationally absorb Hi, skin 2.0 before August 1.

Yellow: coach and support

Evidence Signals

Assessment is designed to determine what breaks first, who owns adoption, and whether training muscle already exists.
Success criteria include ownership, manager coaching, training delivery, compliance measurement, resource needs, and August 1 realism.
The test is management and training infrastructure, not the phone system or SOP alone.

Operating Controls

Rollout absorption interview
Training capacity plan
Manager compliance measurement
August 1 readiness decision

Scorecard Focus

Adoption Ownership: DATA REQUIRED
Training Delivery: DATA REQUIRED
Manager Coaching: DATA REQUIRED
Compliance Measurement: DATA REQUIRED
Resource Needs: DATA REQUIRED

Open Questions

Who owns adoption after launch?
Is the manager layer strong enough to carry behavior change across nine studios?

Daryan Sandoval

Daryan may be a strong studio operator, but the assessment must determine whether she is a scalable revenue leader or primarily a hospitality/operations manager.

Yellow: coach and support

Evidence Signals

Scorecard tests revenue leadership, sales coaching, operational discipline, accountability, strategic thinking, change leadership, and executive presence.
The highest-value probes are membership coaching, inbound phone opportunity management, missed lead follow-up, underperformer development, and change adoption.
Recommendation bands classify future market leader, strong studio manager, needs development, or role risk.

Operating Controls

30-45 minute leadership assessment
Membership conversion coaching probe
Missed-lead recovery probe
Market-leader recommendation band

Scorecard Focus

Revenue Leadership: DATA REQUIRED
Sales Coaching: DATA REQUIRED
Operational Discipline: DATA REQUIRED
Change Leadership: DATA REQUIRED
Executive Presence: DATA REQUIRED

Open Questions

Can Daryan diagnose revenue problems and coach behavior?
Does she drive adoption of Hi, skin 2.0 phone sales and esthetician-led conversion?

Taylor DiGiacomo

Taylor exposed the customer-promise continuity risk: marketing can move toward corrective skincare, but the studio sales system still defaults to legacy intro-offer behavior.

Red: correct and escalate

Evidence Signals

The missing role is ownership of the customer promise from ad to checkout.
Marketing can see clicks and bookings, but studio recommendation, acceptance, complaint, and review feedback are inconsistent.
Failure pattern starts with corrective demand and breaks through booking, open-concept expectations, esthetician confidence, checkout, membership confusion, and reviews.

Operating Controls

Ad-to-checkout owner
Closed-loop revenue feedback
Review root-cause dashboard
Treatment-card and checkout handoff standards

Scorecard Focus

Brand Experience: Strong
Community/Influencer Lens: Strong
Studio Conversion Ownership: Gap
Review Loop: Needs System
Customer Promise Continuity: Red Risk

Open Questions

Who owns the full customer promise from campaign to checkout?
Where does marketing expectation become studio execution friction?

Executive Focus Dossiers

Special-focus group for August rollout influence, sorted by operating folder.

Executive first

Person	Folder	Future State	Readiness	Potential	Recommendation	Support Needed
Mark Elias Founder & CEO	Executive	Performance Builder	High Yellow - Developing	Successor Candidate	Observe	Decision gate packet, weekly rollout readiness review, and explicit escalation rules.
Shannon Ackley Operations Executive / Head of Operations	Executive	Capability Builder	Medium Yellow - Developing	High Potential	Develop	Cadence map, manager compliance scorecard, and weekly operating review structure.
Cali Everts Operations	Executive	Capability Builder	High Yellow - Developing	High Potential	Develop	Source-of-truth map, person-level performance feeds, and operating-system adoption dashboard.
Taylor Donkin Corporate Leadership	Corporate	Capability Builder	Medium Yellow - Developing	Developing	Observe	Rollout absorption interview and training capacity plan.
Hallie Font Corporate Leadership	Corporate	Transformation Builder	Medium Yellow - Developing	Developing	Observe	Role validation, field capability interview, and provider performance evidence.
Anna Mason Moore Corporate Leadership	Corporate	Commitment Builder	Medium Yellow - Developing	Developing	Observe	Campaign-to-studio feedback loop, source-to-outcome reporting, and proof that paid acquisition creates retained members rather than only appointment volume.
Taylor DiGiacomo Corporate Leadership	Corporate	Commitment Builder	Medium Orange - Intervention	Developing	Intervene	Named ad-to-checkout owner, review root-cause dashboard, and closed-loop feedback.
Jasmine Regional / Market Leadership	Market-Leaders	Performance Builder	Medium Yellow - Developing	High Potential	Develop	Market leader assessment, revenue math probe, and manager playbook replication test.
Jacci Guidali Field / Market Leadership	Market-Leaders	Transformation Builder	Medium Yellow - Developing	Developing	Observe	Identity validation and AZ field adoption assessment.
Cynthia Nelkon Field / Market Leadership	Market-Leaders	Performance Builder	Medium Yellow - Developing	Developing	Observe	DC market leadership interview, KPI ownership confirmation, and studio execution evidence.
Daryan Sandoval Studio Manager	Managers	Performance Builder	Medium Yellow - Developing	Developing	Coach	30-45 minute leadership assessment and revenue-leadership proof.
Malauri Swindoll Studio Manager	Managers	Capability Builder	High Blue - Assessment Complete	High Potential	Promote	30-day proof path, manager scorecard, and financial ownership coaching.

Talent Heat Map Output

Organization-wide dossier roster with evidence-bound readiness and recommendation posture.

Name	Market	Role	Validation	August	Risk
Cali Everts	All markets	Operations	Verified	Yellow - Developing	Exact manager branch unclear
Christina Ybanez	All markets	Managing Partner	Verified	Yellow - Developing	Direct operating branch needs validation
Mark Elias	All markets	Founder & CEO	Verified	Yellow - Developing	Decision cadence can block rollout if gates are not explicit
Shannon Ackley	All markets	Operations Executive / Head of Operations	Needs Validation	Yellow - Developing	Manager consistency
Cynthia Nelkon	DC	Field / Market Leadership	Needs Validation	Yellow - Developing	No validated public role match
Jacci Guidali	AZ	Field / Market Leadership	Needs Validation	Yellow - Developing	Name/title mismatch in enrichment evidence
Jasmine	TX	Regional / Market Leadership	Needs Validation	Yellow - Developing	Membership sales systems
Malauri Swindoll	Studio level / Montrose / Houston Market	Studio Manager	Needs Validation	Blue - Assessment Complete	Financial ownership
Daryan Sandoval	Studio level	Studio Manager	Needs Validation	Yellow - Developing	Hospitality manager versus revenue leader
Anna Mason Moore	All markets	Corporate Leadership	Verified	Yellow - Developing	Less likely to own final operating approvals
Hallie Font	All markets	Corporate Leadership	Needs Validation	Yellow - Developing	Role scope not validated
Madison Fedt	All markets	Brand Marketing Manager	Partially Verified	Yellow - Developing	Not core decision authority
Taylor DiGiacomo	All markets	Corporate Leadership	Partially Verified	Orange - Intervention	No single owner for ad-to-checkout promise
Taylor Donkin	All markets	Corporate Leadership	Needs Validation	Yellow - Developing	Manager inconsistency
Ashley Thompson	Needs Validation	Needs Validation	Needs Validation	Yellow - Developing	Role, market, and reporting context missing
Brianna Kilner	Needs Validation	Needs Validation	Needs Validation	Yellow - Developing	Role, market, and reporting context missing
Carena Hailey	Needs Validation	Needs Validation	Needs Validation	Yellow - Developing	Role, market, and reporting context missing
Claudia Shanahan	Needs Validation	Needs Validation	Needs Validation	Yellow - Developing	Role, market, and reporting context missing
Karisma Evangelista	Needs Validation	Needs Validation	Needs Validation	Yellow - Developing	Role, market, and reporting context missing
Lesleigh Bailey	Needs Validation	Needs Validation	Needs Validation	Yellow - Developing	Role, market, and reporting context missing
Libby Cohen	Needs Validation	Needs Validation	Needs Validation	Yellow - Developing	Role, market, and reporting context missing
Payton Dollison	Needs Validation	Needs Validation	Needs Validation	Yellow - Developing	Role, market, and reporting context missing

Succession Map

Managers

Malauri Swindoll / Daryan Sandoval

Malauri has completed narrative evidence; Daryan requires revenue-leadership proof.

Market Leaders

Jasmine / Jacci Guidali / Cynthia Nelkon

Jasmine is the highest-upside Texas candidate; AZ and DC market leadership need validation.

Directors

Shannon Ackley / Cali Everts / Taylor Donkin

Operations and rollout ownership should be validated before director-level reliance.

Evidence Gaps

Mark Elias

Interview evidence, Calendar booking proof, LinkedIn URL / public role proof, Performance validation

Shannon Ackley

Identity / role validation, Interview evidence, Calendar booking proof, LinkedIn URL / public role proof, Performance validation

Cali Everts

Interview evidence, Calendar booking proof, Performance validation

Taylor Donkin

Identity / role validation, Interview evidence, Calendar booking proof, LinkedIn URL / public role proof, Performance validation

Hallie Font

Identity / role validation, Interview evidence, Calendar booking proof, LinkedIn URL / public role proof, Performance validation

Anna Mason Moore

Interview evidence, Calendar booking proof, Performance validation

Taylor DiGiacomo

Calendar booking proof, LinkedIn URL / public role proof, Performance validation

Promotion Watch List

Future leader signals that require proof paths before scale decisions.

Mark Elias

Enterprise rollout sponsor

Observe

Keep decisions tied to source evidence, readiness gates, and named operating owners.

Shannon Ackley

Rollout operating owner

Develop

Validate ownership model, reporting line, and manager-layer enforcement rhythm.

Cali Everts

Operating-system scale owner

Develop

Confirm branch ownership and connect operating controls to studio execution proof.

Taylor Donkin

Operating-system integrator if assessment confirms ownership

Observe

Complete rollout absorption interview and score change-readiness, training capacity, and management infrastructure.

Taylor DiGiacomo

Diagnostic voice for customer-promise risk

Intervene

Name the owner for the customer promise from ad to checkout and inspect handoffs across booking, studio, treatment card, and checkout.

Jasmine

Texas market leader candidate

Develop

Complete market leader assessment focused on quota attainment, manager capability, and revenue accountability.

Daryan Sandoval

Strong studio manager or market bench if revenue coaching is proven

Coach

Use the 30-45 minute assessment to test leadership, accountability, pipeline management, coaching, and change adoption.

Malauri Swindoll

Senior Studio Manager / Training Leader proof path

Promote

Install manager scorecard, weekly/daily coaching loop, and turn winning consultations into training assets.

Christina Ybanez

Executive alignment owner

Observe

Clarify approval boundaries and cross-functional decision rights.

Completed Assessments

Malauri Swindoll

Leadership candidate

Green: study and share

Strengths

Coaching mindset
Sales experience
Recognition builder
Team development focus

Risks

Financial ownership
Forecasting
Scaling through systems

Executive Read

The people capability is ahead of the operating-system maturity. Malauri is already modeling many required behaviors, but they need to become company standard rather than individual manager instinct.

Development Plan

Install manager scorecard, weekly/daily coaching loop, and turn winning consultations into training assets.

Source: 02-People/Talent Assessments/Malauri Swindoll - Studio Mgr Montrose TX.md

Taylor DiGiacomo

Customer promise loop risk

Red: correct and escalate

Strengths

Brand collateral
Community partnerships
Consumer mindset
Review awareness

Risks

No single owner for ad-to-checkout promise
Studio conversion architecture underbuilt

Executive Read

Taylor exposed the customer-promise continuity risk: marketing can move toward corrective skincare, but the studio sales system still defaults to legacy intro-offer behavior.

Development Plan

Name the owner for the customer promise from ad to checkout and inspect handoffs across booking, studio, treatment card, and checkout.

Source: 02-People/Talent Assessments/Taylor DiGiacomo.md

Assessment Queue

Taylor Donkin

Operating owner candidate

Yellow: coach and support

Strengths

Front desk workflows
Manager workflows
Training systems
Studio launch execution

Risks

Manager inconsistency
Training capacity
Reporting visibility
Resistance to behavior change

Executive Read

Taylor Donkin is likely one of the primary integrators who can tell whether the company can operationally absorb Hi, skin 2.0 before August 1.

Development Plan

Complete rollout absorption interview and score change-readiness, training capacity, and management infrastructure.

Source: 02-People/Talent Assessments/Taylor Donkin.md

Jasmine Long

Market leader candidate

Yellow: coach and support

Strengths

Multi-unit operations
P&L ownership
Store openings
Team leadership

Risks

Membership sales systems
Phone sales rigor
Data-driven coaching
Pipeline management

Executive Read

Jasmine should be assessed as a high-capacity regional operator who may architect and scale performance across the Texas market, not as a studio manager.

Development Plan

Complete market leader assessment focused on quota attainment, manager capability, and revenue accountability.

Source: 02-People/Talent Assessments/Jasmine Long.md

Daryan Sandoval

Strong studio manager candidate

Yellow: coach and support

Strengths

6+ years studio leadership
Membership business exposure
Retail sales exposure
Service operations

Risks

Hospitality manager versus revenue leader
Phone opportunity follow-up
Membership conversion coaching

Executive Read

Daryan may be a strong studio operator, but the assessment must determine whether she is a scalable revenue leader or primarily a hospitality/operations manager.

Development Plan

Use the 30-45 minute assessment to test leadership, accountability, pipeline management, coaching, and change adoption.

Source: 02-People/Talent Assessments/Daryan Sandoval.md

Source of truth + decision velocity

Governance is part of the page, not a back office appendix.

Imports, automation rules, decision blockers, coaching signals, recognition signals, and source confidence stay attached to the operating work.

CSV-first MVP

Import + Export Staging

Upload

CSV or Google Sheets export

Preview

Column mapping and validation

Commit

Import batch, duplicate keys, rollback metadata

Govern

Confidence labels and manual override reasons

Imports stay staged with batch IDs, duplicate detection, rollback metadata, and confidence labels.

Phase 3 Automation Foundation

Workflow Automation Audit

Automations create internal operating movement only: queue items, tasks, dispositions, follow-ups, manager reviews, exceptions, recognition prompts, coaching triggers, decision logs, and audit records.

Rule	Module	Owner	Duplicate Key	Enabled	Safety Boundary
New Client Queue Automation	Client Revenue Lifecycle OS	studio coordinator	appointment_id	Yes	Internal task creation only. No external messages.
Manual Call Attempt + Disposition	Phone Revenue OS	studio coordinator	lead_id_call_reason_due_date	Yes	Manual call logging only. No Twilio, SMS, or email.
Manager Member Relationship Queue	Membership Retention OS	studio manager	member_id_touch_type_due_date	Yes	Internal manager task only. No automated client communication.
Accepted Plan to Checkout Package	Treatment Plan + Checkout Execution OS	studio coordinator	treatment_plan_acceptance_id	Yes	Internal checkout package only. No Boulevard write, cart, invoice, or charge.
Not Enrolled to Recovery Queue	Client Revenue Lifecycle OS	studio coordinator	client_id_recovery_trigger	Yes	Internal recovery task only. No SMS, email, or external follow-up sent.
Recognition Prompt Automation	Recognition OS	studio manager	behavior_metric_owner_date	Yes	Internal recognition prompt only. No Slack send.
Decision Velocity Blocker	Decision Velocity OS	executive	blocker_category_source_entity	Yes	Internal decision log only. No external notifications.

Decision Velocity

Open Blockers

Open Decision Count

Average Decision Age

2.4 days

Owner Assignment Rate

92%

Recognition + Reinforcement

Behavior to Repeat

Best Practice Candidate

Who deserves recognition?: Brooke and the Montrose Studio Coordinator
Behavior that created result: Created a clear 90-day plan, got client acceptance, and moved the package to checkout the same visit.
Metric impacted: Accepted Plan -> Enrolled Client %
Route signal: Highlight best practice from green studios.

Coaching + Inspection

Observable Behavior

Scheduled

Employee: Provider team
Behavior: Two appointments reached consult complete without a long-term recommendation.
Standard: Every consult should include a clear service, booster or infusion, and membership or 90-day path when appropriate.
Impact: Treatment Plan Commitment Rate and Commitment-to-Close Rate are harder to inspect.
Required Change: Use the Treatment Plan Engine before client wrap-up and document Not Today when the plan is not accepted.
Follow-Up Date: 2026-06-08
Route signal: Resolve unresolved decisions blocking execution.

Queue Summary

Queue	Owner	Due Rule	Open	Status
CSV Imports	admin	On refresh	4	Green: study and share
Needs Review	admin	Before dashboard use	13	Yellow: coach and support

Queue Summary

Queue	Owner	Due Rule	Open	Status
Past Due Decisions	executive	Now	3	Red: correct and escalate
Blocker Reviews	director	48 hours	4	Yellow: coach and support

Source of Truth

Client Record, Task, Opportunity, Workflow Event, Import Batch, DecisionLog

Confidence labels, owner, refresh timestamp, and override reason required.

Final CTA

Start with the next visible owner, queue, and decision.

This consolidated page is the primary Hi, Skin 2.0 OS surface. Legacy role URLs remain available, but navigation now points into the one-page flow.

Start At Inbox Manager Control Decision + Source Review