Pipeline + stages
One source of truth: clear stages, definitions, and “next action” rules so nothing falls through.
- Lead capture routes + tagging
- Stage owners + handoffs
- Fallback paths and exports
Install → Train → Certify
Fixed-scope sprint. No hype.
Credibility, engineered.
ARTEZ installs the Booked & Kept system for appointment-based operators (gyms, studios, barbers, medspas, coaches): lead capture → follow-up → booking → show → close → retention. Then we train and certify your team so the system runs without us.
- Speed-to-lead automations + scripts so every inquiry gets a timely, consistent response.
- One weekly scoreboard so performance is visible and decisions stop being “gut feel.”
- Portable by design — documented workflows and export paths so you’re never locked in.
We do not guarantee revenue outcomes. We install a reliable process, train operators, and make the numbers visible. Execution and market conditions determine results.
What we install
A working system — not a slide deck.
You get a configured pipeline, tested automations, and operator-grade SOPs — then we certify the people who run it.
Follow-up engine
Speed-to-lead and nurture sequences built for real operations — consistent, calm, and measurable.
- SMS/email templates (consent-aware)
- Booking + reschedule flows
- No-show prevention scripts
Scoreboard
A weekly scoreboard that makes performance visible — so coaching becomes precise and unemotional.
- Response time
- Booking & show rates
- Stage conversion bottlenecks
We do
Install → Train → Certify, then hand over a system your team can run.
- Fixed-scope sprint with documented deliverables
- Operator training + pass/fail certification rubric
- Portable build: exports, change log, ownership clarity
We don’t
We protect credibility. No shortcuts that damage trust.
- No revenue guarantees or outcome promises
- No open-ended retainers by default
- No hype, spam, deception, or gray tactics
How it works
Three moves. Clean handoff.
A simple delivery pattern that scales: install the system, train the operators, certify competency. Optional stabilization is time‑boxed — not forever.
Install
We deploy your pipeline, automations, scripts, and dashboard — then run tests before go-live.
- Go-live checklist
- Trigger + notification test plan
- Baseline metrics snapshot
Train
Hands-on practice so staff can operate calmly under pressure — with simple SOPs.
- Role-based training agenda
- Front desk / owner workflows
- Coaching notes + replay loops
Certify
We certify operators when competency is demonstrated, then hand over the system.
- Pass/fail rubric
- Audit-ready change log
- Owner dashboard walkthrough
Typical timeline
Most installs happen quickly. Training and certification depend on team readiness.
Install: often 7–14 days (setup + testing).
Train + certify: commonly 2–3 weeks (team size and scheduling).
Designed for diversification
If tools change, your pipeline doesn’t collapse. We build with export paths and documented flows.
The goal is to avoid single points of failure — channels, data, and operations should remain portable.
Fit
Who this is for
Appointment-based operators (gyms, studios, barbers/salons, medspas, clinics, coaches) who want a predictable pipeline without guesswork or manual chasing.
Good fit if…
- You have real demand but follow-up is inconsistent
- Your team needs a simple “next action” system
- You want accountability without micromanagement
Not a fit if…
- You want “magic” growth claims or a guarantee
- You don’t want a scoreboard (visibility is the point)
- You expect ARTEZ to run your ops indefinitely
FAQ
Direct answers.
Clear language, conservative claims, and a predictable delivery model.
Do you guarantee results?
No. We install systems and train teams. Outcomes depend on execution and market conditions.
We promise capability, clarity, and measurable process tracking — not revenue guarantees.
Is this a monthly retainer?
The default engagement is a fixed-scope sprint: Install → Train → Certify. Optional stabilization exists,
but it is time‑boxed and purpose‑built — not open‑ended.
What tools do you support?
We prefer a minimal tool stack with audit logs and role-based access. If you already have tools,
we’ll assess fit. If you don’t, we’ll recommend a simple default stack that your team can actually maintain.
What happens after certification?
Your team runs the system using the weekly scoreboard. If you want a short stabilization period after go-live,
we can time-box it. The core goal is independence.
Will we be locked into a CRM or vendor?
No. We build for portability: exports, documented workflows, and clear ownership so you’re not trapped by
a vendor or a contractor.
Fit call
Book a 10‑minute fit call
Tell us your bottleneck. If we’re a fit, we’ll propose the next step — calmly and clearly.
What happens next
After you submit, you’ll get a pre-filled email you can send (no CRM required). If you already have a booking link, swap the button target later.
- We review your bottleneck.
- We confirm fit and constraints.
- We propose the next step (a sprint or a referral).
Tip: Want maximum speed? Include your current tools (CRM/scheduler) and your average weekly lead volume.
Contact: contact@artezsystems.com
Reference: Booked & Kept sprint
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