Case Study · Aesthetics Practice · Northern Florida

34.5% Revenue Growth in Less Than 30 Days

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Monthly Revenue

Before

$90K

per month when we started

+34.5%

→

After

$121K

per month, less than 30 days later

Aesthetics Practice · Florida

SOPs

Patient Prep

Service Pathways

Sales Training

Aesthetic Team Training

The Situation

Loyal Patients, Leaky Systems

A Northern Florida practice had loyal patients and strong services, but its internal systems were holding it back.

Scheduling, follow-up, and team communication created bottlenecks. Nobody prepared for appointments in advance, and staff had no clear way to guide patients to the right pre- and post-care.

Our Approach

What Was Broken, and How We Fixed It

The Problem

Scheduling, follow-up, and team communication created bottlenecks

→

Our Fix

SOPs for scheduling, check-in, follow-up, and internal communication

The Problem

No one prepared for patients before they arrived

→

Our Fix

A pre-appointment prep routine using purchase history and clinical notes

The Problem

No clear path to guide patients to the right treatments

→

Our Fix

Custom service pathways, sales training, and solution-based packages

Want the details? See the full playbook

Internal systems

  • Implemented SOPs for scheduling, check-in, follow-ups, and overall internal communication.

Patient preparation

  • Designed an SOP for staff to prepare for each upcoming appointment, including patient purchase history and clinical documentation.

Service pathways

  • Developed customized service pathways tailored to patient aesthetic goals and concerns.
  • Trained staff to confidently recommend treatment plans, pre- and post-care services, retail, and memberships.

Sales and upsell strategy

  • Conducted sales training to improve staff's ability to identify and close upsell opportunities.
  • Introduced solution-based packages to encourage higher-value purchases.

The Outcome

Results Achieved

+34.5%

Monthly revenue growth

+$31K

More revenue every month

Under 30

Days to results

“

Clear service pathways empower staff to confidently guide patients toward the best treatment options, driving higher conversions.

The Key Takeaway

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