Hi, skin IntelligenceOS commercial operating system

RetentionOS

Are we protecting and growing recurring revenue?

RetentionOS protects and expands recurring revenue by identifying member health, churn risk, reactivation opportunities, second-visit activation risk, and broken continuity.

Imported Discovery RequestAPI Connection Required

Commercial OS 4

RetentionOS

Are we protecting and growing recurring revenue?

Imported Discovery RequestAPI Connection Required

Primary KPI

Net Active Member Growth

Profit expansion lever

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

Cost reduction lever

Reduce reacquisition cost, manual cancellation review, and late-intervention fire drills.

Top current risk

Membership trend, pause, cancellation, reason, and member-health data must be connected before live churn scoring can be trusted.

Top recommended AI workstream

AI Churn Risk + Member Health

Estimated value at risk

$72k monthly recurring-revenue protection proxy

Open commitments

Orphaned opportunities

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. for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Discovery requested source-of-truth KPI workbook, daily KPI trackers, April and May conversion trackers, monthly KPI tracker, WBR files, churn/pause/cancellation data, membership trend data, staff-level conversion data if available, package/booster/product/rebooking data, no-sale reasons, cancellation reasons, and Absorb/LMS reports.

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Open RetentionOS

CommitmentOS Kernel

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.

Every opportunity must have owner, next action, date, and time. If those four fields are missing, the opportunity is orphaned.

Human approval requirement

Manager or authorized coordinator reviews every save, reactivation, and continuity message before client contact.

Manager inspection point

Inspect member-health queues, save commitments, second-visit activation, and reactivation outcomes.

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.

Top current risk

Membership trend, pause, cancellation, reason, and member-health data must be connected before live churn scoring can be trusted.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Required Pages

Retention Overview

Member Health

Churn Risk

Cancellation Save Queue

Pause / Downgrade Queue

Second-Visit Activation

Reactivation Engine

Member Journey

Retention Commitments

Orphaned Retention Opportunities

API Requirements

Boulevard membership, appointment, client, cancellation, pause, product/package, SMS, and email data

API Connection Required

Realtime use

API connection required via Boulevard and message platforms for production-grade churn, member health, and reactivation analytics.

Required fields

membership status, join date, last visit, next visit, pause reason, cancellation reason, product/package purchase, save outcome, reactivation outcome

Workflows powered

Member health, Churn risk, Cancellation save queue, Second-visit activation, Reactivation engine

Operating Metrics

Imported findings are baseline evidence. API connections are required before these become real-time analytics.

Net Active Member Growth

Imported Discovery Request

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Active members

Imported Discovery Request

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

New members

Imported Discovery Request

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Reactivated members

Imported Discovery Request

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Cancellations

Imported Discovery Request

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Churn %

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Pause %

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Save rate

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Reactivation rate

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Second-visit activation

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Visit frequency

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Future booking rate

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Member utilization

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Member LTV proxy

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

At-risk members

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

Save commitments completed

API Connection Required

RetentionOS requires membership status, cancellation, pause, appointment, product, and package data before live churn scoring is treated as real-time.

API connection required via Boulevard client, appointment, membership, package, product, rebook, and transaction APIs for real-time analytics.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

AI Workstreams

AI detects, prioritizes, drafts, and routes. Humans decide, speak, coach, approve, and secure the next commitment.

COMMITMENT OS

AI CommitmentOS / Orphaned Opportunity Detection

Follow-up is inconsistent and opportunities can exist without owner, next action, date, or time.

Imported Discovery DataAPI Connection Required

AI capability

Detect orphaned leads, missed calls, declined memberships, unscheduled rebooks, churn-risk members, and treatment plans without follow-up commitments.

Profit expansion mechanism

Increase conversion and retention by making every revenue opportunity owned.

Cost reduction mechanism

Reduce manager time spent hunting for missed work.

Required API connection

Boulevard, selected phone platform, tracker import, task system

Recommended phase

Phase 1

Expected time to value

Fast

Human approval required before client-facing AI content is sent or operational changes are applied.

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.

RETENTION OS

AI Churn Risk + Member Health

Retention and churn safeguards were identified as discovery priorities, and membership trend, pause, cancel, and cancellation reason data are required.

Imported Discovery RequestAPI Connection Required

AI capability

Score member health, detect risk, recommend save action, draft manager conversation, and create save commitments.

Profit expansion mechanism

Protect recurring revenue and increase member lifetime value.

Cost reduction mechanism

Reduce reacquisition cost by retaining existing members before they cancel.

Required API connection

Boulevard Membership API, Appointment API, Payment/Package/Product history, cancellation/pause data

Recommended phase

Phase 2

Expected time to value

Medium

Human approval required before client-facing AI content is sent or operational changes are applied.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

COMMITMENT OS

AI Manager Huddle + Weekly Business Review

Managers need to inspect behavior before outcomes are missed. Training completion alone is not field adoption.

Imported Discovery DataAPI Connection Required

AI capability

Generate daily huddle agenda, weekly business review, coaching questions, and one behavior to inspect from current metrics.

Profit expansion mechanism

Improve conversion quality, rebook, retention, and execution consistency.

Cost reduction mechanism

Reduce manager reporting prep time and market leader review time.

Required API connection

KPI workbook import, Boulevard, selected phone platform, coaching/inspection logs

Recommended phase

Phase 1

Expected time to value

Fast

Human approval required before client-facing AI content is sent or operational changes are applied.

Show SourceOpen

Finding

Pyramid of 3 Operating Scorecard

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, tracker imports, membership data, product/package/rebook data

Confidence

High

Last imported

2026-06-13

Finding detail

Track enterprise outcomes, business levers, and observable behaviors in one executive view.

Business implication

Executives need a single operating view that connects outcomes to the few behaviors that drive revenue, retention, margin, LTV, and enterprise value.

Profit lever

Focus leadership on the behaviors that drive revenue, retention, margin, LTV, and enterprise value.

Cost reduction lever

Reduce time spent compiling reports and debating disconnected data.

Notes

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

COMMITMENT OS

AI Training + Certification Reinforcement

Training completion is not evidence of field adoption.

Imported Discovery RequestAPI Connection Required

AI capability

Convert performance gaps into roleplay scenarios, manager observation prompts, certification checks, and retraining triggers.

Profit expansion mechanism

Improve conversion consistency by reinforcing the behaviors tied to revenue.

Cost reduction mechanism

Reduce retraining waste and manager prep time.

Required API connection

Absorb/LMS, coaching notes, scorecards, observation logs

Recommended phase

Phase 3

Expected time to value

Longer

Human approval required before client-facing AI content is sent or operational changes are applied.

Show SourceOpen

Finding

Source-of-Truth KPI and Tracker Need

Source

hiskin-kickoff-discovery-meeting-agenda.pdf

Source date

2026-05-14

Import status

Imported Discovery Request

Realtime requirement

API connection required for real-time analytics.

Required API

Boulevard, Google Sheets / Drive import, Absorb/LMS, phone platform, finance / KPI workbook

Confidence

Medium

Last imported

2026-06-13

Finding detail

Business implication

The baseline needs imported trackers and source documents before live system APIs can become the real-time operating layer.

Profit lever

Create clean performance visibility across the full client journey.

Cost reduction lever

Reduce manual spreadsheet work, inconsistent reporting, and duplicated reconciliation.

Notes

Discovery request inventory for source-of-truth KPI and tracker families.

RetentionOS Commitments

Every OS creates the same execution object: owner, next action, date, time, value at risk, and recovery metric.

Assign churn-save owner

Demo Placeholder

Owner

Studio Manager

Due

2026-06-13 at 10:00

Value at risk

$72k monthly recurring-revenue protection proxy

Recovery metric

Net Active Member Growth

Manager inspection point: Inspect member-health queues, save commitments, second-visit activation, and reactivation outcomes.

Create second-visit activation follow-up

Demo Placeholder

Owner

Revenue Operations

Due

2026-06-14 at 14:30

Value at risk

$72k monthly recurring-revenue protection proxy

Recovery metric

Net Active Member Growth

Manager inspection point: Inspect member-health queues, save commitments, second-visit activation, and reactivation outcomes.

Review paused member with no follow-up date

Demo Placeholder

Owner

Market Leader

Manual Entry Required

Owner

Missing

Next action

Create recovery commitment

Date

Missing

Time

Missing

OpportunityOwnerNext actionDateTimeStatus

At-risk member without save ownerMissingCreate recovery commitmentMissingMissingManual Entry Required

Canceling member without save attemptStudio ownerInspect and assign next step2026-06-1315:00Demo Placeholder

Paused member without follow-up dateStudio ownerCreate recovery commitment2026-06-13MissingDemo Placeholder

Member without future bookingMissingInspect and assign next stepMissing15:00Manual Entry Required

New member without second visitStudio ownerCreate recovery commitment2026-06-13MissingDemo Placeholder

Dormant client without reactivation commitmentStudio ownerInspect and assign next step2026-06-1315:00Demo Placeholder

Reactivated client without next appointmentMissingCreate recovery commitmentMissingMissingManual Entry Required