Primary Med Spa entry

Find the first break in your lead-to-booking path.

The six-part review examines the nonclinical path in order, identifies the earliest evidenced constraint, and defines what should proceed, wait, or stop.

Discuss the six-part review

Six-phase diagnosis matrix

Every phase has evidence and a hold condition.

Database readiness and reactivation

Consent and contactability · Data quality and dormant-lead history · Prior contact and opt-out handling · Response and booking capacity

Evidence needed: Approved source records · Consent and suppression fields · Contactability sample · Named follow-up owner
Hold when: Consent, suppression handling, source quality, or follow-up capacity cannot be verified.
Measurement source: Consent status, contactability, responses, ownership, bookings, and disposition recorded in approved systems.

Reviews and referrals

Patient permission and platform policy · Request timing and staff ownership · Response workflow · Referral ask and follow-up path

Evidence needed: Current request examples · Platform and practice policy · Owner and escalation path · Review and referral records
Hold when: Permission, policy, ownership, or response capacity is unclear.
Measurement source: Eligible requests, permission records, completed asks, published responses, and referral disposition.

Website lead routing

Offers and conversion paths · Form and call ownership · Booking and follow-up sequence · Analytics and privacy behavior

Evidence needed: Current page and form paths · Approved messages · Routing and response records · Analytics definitions
Hold when: The offer, consent language, response owner, booking path, or measurement source is not approved.
Measurement source: Source, inquiry, response owner, next action, booking attribution, and unresolved exceptions.

Missed-call and lead response

Inbound call volume and missed-call reasons · Consent and message policy · Response timing and escalation · Booking workflow and human handoff

Evidence needed: Call records · Current scripts and consent rules · Staff coverage model · Disposition and booking records
Hold when: The practice cannot verify consent, staff ownership, coverage, escalation, or booking capacity.
Measurement source: Missed-call reason, assigned owner, response timestamp, disposition, booking status, and exception age.

Consultation follow-up

Consultation and qualification path · Objection handling · Follow-up ownership · Show-rate and close evidence · Coaching readiness

Evidence needed: Approved scripts or call notes · Disposition definitions · Show and close records · Named coaching owner
Hold when: The practice lacks reliable consultation records, a coaching owner, or an approved review method.
Measurement source: Consultation attendance, disposition, follow-up completion, close evidence, and reasons recorded consistently.

Paid-traffic readiness

Upstream response and booking control · Offer and audience policy · Attribution and review rules · Human handoff and capacity · Spend approval and stop conditions

Evidence needed: Controlled upstream phase records · Approved advertising and privacy language · Attribution plan · Capacity and escalation evidence
Hold when: Response, booking, nurture, measurement, consent, human review, capacity, or spending authority is not controlled.
Measurement source: Approved spend, source attribution, response ownership, booking disposition, capacity, review exceptions, and stop conditions.

Sequence control

Paid traffic stays sixth.

It waits until upstream response, booking, nurture, measurement, consent, human review, capacity, and spending authority are controlled. More traffic is not the first recommendation when the operating path cannot absorb or measure it.

Safe intake

Bring the systems and the operating question.

The form asks for practice role, location, lead sources, main operational concern, and current systems. Do not include PHI.

Discuss the diagnostic