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.
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 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 the audit
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.
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