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How to Conduct Successful Consultations at Your Medical Spa

How to Conduct Successful Consultations at Your Medical Spa

Hello everyone! Today, we’re going to learn how to conduct successful consultations at your medical spa. This will help you not only increase your revenue but also provide a better experience for your guests. So, grab a pen and paper, and let’s dive into some easy-to-follow steps.

1. Understand the Broken Model

Many medical spas operate under a broken model. They simply take orders and provide the requested treatments, but this approach leaves a lot of money on the table. Instead, we need to focus on turning these requests into opportunities for higher revenue.

2. Start with a Proper Consultation Appointment

The first step in fixing the broken model is to set up a proper consultation appointment. Instead of just scheduling a treatment, your guest relations team (or receptionists) should reserve a “get to know you” consultation. This allows you to understand your client’s needs fully and offer a customized plan.

3. Analyze Your Client’s Needs

During the consultation, analyze your client’s needs thoroughly. Sit down with them in a dedicated consultation suite (not a treatment room) and discuss what they need help with. Use analysis equipment if you have it, or detailed forms to gather information.

4. Customize a Treatment Plan

After analyzing your client’s needs, customize a treatment plan that covers everything they need, not just the treatment they initially asked for. This plan should include both treatments and home care products to ensure the best results.

5. Present the Results

People buy results, not just treatments. Show them before and after photos, testimonials, and transformation stories. Make sure these are well-organized and presented in a professional manner. This helps build trust and shows the effectiveness of your treatments.

6. Create an Amazing Experience

Ensure your clients have a great experience from start to finish. Your facility should be clean and inviting, your staff friendly and professional, and the overall atmosphere comfortable. Offer refreshments and make them feel special throughout their visit.

7. Discuss Pricing and Close the Sale

When discussing the customized plan, clearly explain the pricing. Use a quotation form to present the costs in a professional manner. It’s important to be transparent and confident when talking about money. This helps in closing the sale effectively.

8. Implement a VIP Program

To increase the frequency of visits, implement a VIP membership program. This encourages clients to come back regularly and provides them with additional value, making them feel special and appreciated.

9. Train Your Team

Your team needs proper training to execute these steps effectively. Provide them with scripts, training manuals, and videos to ensure they know how to handle consultations, close sales, and provide an excellent guest experience.

10. Set Goals and Reward Your Team

Set clear goals for your team, such as the number of consultations to book each month and the revenue to generate. Reward them for hitting these targets to keep them motivated and focused on providing the best service.

By following these steps, you’ll be able to turn simple treatment requests into opportunities for higher revenue and provide a much better experience for your clients. Happy consulting!


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Want advice on how you can get more new patient leads? We would be happy to do an online marketing audit and let you know areas that could improve and how to do it. We believe in helping and educating medspa owners so they can DIY their marketing where needed and save cost, but we’re always here to help when you need it. Plans start at only $199/month.

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Micahlynn Kaza
Over 28 years of online marketing experience including international awards for technology and design. Outside of running MedspaBloom operations, Micahlynn is an avid equestrian and explorer.
Micahlynn Kaza

Over 28 years of online marketing experience including international awards for technology and design. Outside of running MedspaBloom operations, Micahlynn is an avid equestrian and explorer.

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