Lead intake and consult follow-up

Med spa workflow audit for lead intake, consult follow-up, and rebooking

Turn DMs, website forms, calls, consult notes, treatment interests, quote questions, financing context, and rebooking reminders into a clean follow-up workflow.

Book a 30-minute fit call Send workflow details

Free fit call · CAD $750 Workflow Blueprint · Builds from CAD $3,500

Built by Duncan Anderson, an AI engineer and data scientist who builds practical automation around real operating workflows.

What usually breaks

Where med spas and aesthetic clinics lose time or revenue

The first audit is deliberately narrow. We identify the repeatable workflow, the owner, the inputs, the status points, and the places where a small automation would actually survive daily use.

DMs and website leads do not enter the same follow-up queue.

Consult no-shows, undecided prospects, and treatment-plan follow-ups are not worked consistently.

Staff rewrite the same answers about pricing, downtime, preparation, and next steps.

Rebooking prompts are generic instead of tied to treatment cadence.

Workflow Blueprint

A fixed first step before any larger automation build

For CAD $750, the Blueprint maps the current workflow, identifies the real bottleneck, scores what is worth automating, and produces a fixed build quote. The fee is fully credited toward your first build.

Workflow map with inputs, owners, tools, handoffs, and status points.

Automate / keep human / redesign / buy recommendation.

First-build plan with trigger, data source, review step, output, and owner.

Risk boundary for what AI can prepare and what your team must approve.

Offer path

Revenue Follow-Up Workflow

A visible queue for open opportunities, next follow-up owner, customer context, and review-first follow-up drafts.

First build could be

A small workflow your team can review

Unified inquiry queue for DMs, forms, calls, and booking requests.

Not this

Clear scope boundary

This improves inquiry and consult follow-up; it is not medical advice or treatment recommendation.

Workflow map

The audit follows the real work, not a generic AI checklist

The audit focuses on operational follow-up and admin consistency, not medical advice.

Lead source, treatment interest, urgency, consult status, booking source, and staff owner.

Consult notes, recommendation, quote/treatment plan, objections, financing questions, and next recommended touch.

Rebooking cadence by treatment type and patient status.

Compliance-aware messaging rules with human review.

Automation candidates

Likely first builds

The right first build is usually small, specific, and close to revenue or deadline pressure.

Unified inquiry queue for DMs, forms, calls, and booking requests.

Consult follow-up drafts based on treatment interest and staff notes.

Rebooking reminders tied to treatment cadence and patient history.

Lead aging report for inquiries that have not booked a consult.

Audit output

What you get back

The goal is a decision-ready plan: what to automate first, what to keep manual, and what data or tool connection is needed.

A lead-to-consult-to-rebooking workflow map.

A follow-up segmentation plan by treatment interest and status.

A message approval workflow that keeps staff in control.

A first automation candidate for inquiry triage or consult follow-up.

Request a fit review

Send the workflow that is costing time, deals, or deadline confidence

Specifics help. Include the tools involved, how the work arrives, who owns it, where status gets lost, and what would count as a useful win.

What happens next

I review every workflow personally and usually reply within two business days. If there is a fit, the CAD $750 Workflow Blueprint produces the map, recommendation, and fixed build quote. Focused builds start at CAD $3,500 and normally take 7–10 business days.

Other workflow audits

Related operational bottlenecks

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