01
Strategy & Growth Planning
- 90-day roadmap
- Capacity model
- Goal cascade
- SWOT canvas
- Pricing lens
12 Systems · 60 Resources · Your Patient Revenue Engine
Turn Inactive Clients Into Booked Appointments.
A free workbook that reactivates lapsed med spa clients with ready-to-send sequences, scripts, offers, and a patient-revenue dashboard you can plug your numbers into.
Built for med spa owners and practice managers
Reactivation · Live
$0
Recovered
0.0×
ROI
0
Reactivated
0
Campaigns
Recovered / week▲ 18%
Example only — illustrative model, not a promise of results.
Reactivation · opportunity
The revenue hiding in your client list.
0%
Inactive clients
Most med spas have a large share of clients who haven't returned in 90+ days — each a booked appointment waiting to happen.
0 hrs
Slow follow-up
Manual, inconsistent outreach means warm leads cool off before anyone calls them back.
$0
No tracking
Without a reactivation dashboard, recovered revenue is invisible — so it never gets prioritized.
Illustrative figures only — based on common med-spa operating patterns.
Reactivation · 12 / 60
The 12 Systems
Each system ships with 5 ready-to-use resources. 60 in total, organized across 22 tabs in one workbook.
02
Client Intelligence & Data Audit
- Segment map
- Lapse report
- RFM tiers
- Data hygiene SOP
- Reactivation list
03
Lead Gen & Reactivation Campaigns
- 3-touch sequence
- Win-back offers
- SMS scripts
- Email templates
- Call sheet
04
AI Receptionist & Booking
- Booking script
- FAQ bank
- No-show flow
- Reminder cadence
- Calendar rules
05
Sales Conversion & Booking
- Objection map
- Consult flow
- Close script
- Follow-up SOP
- Conversion tracker
06
Pricing, Offers & Bundles
- Bundle builder
- Margin calc
- Offer calendar
- Loyalty tiers
- Price test plan
07
Marketing & Funnel Optimization
- Funnel map
- Ad creative brief
- Landing copy
- Review request flow
- Channel scorecard
08
Client Success & Retention
- Onboarding checklist
- NPS survey
- Retention SOP
- Save-call script
- Milestone gifts
09
Upselling & Expansion
- Service ladder
- Add-on menu
- Upgrade script
- Bundle prompt
- Expansion tracker
10
Partnerships & Referrals
- Referral offer
- Partner map
- Intro script
- Reward tiers
- Tracker
11
Operations, CRM & Automation
- Automation map
- Tag taxonomy
- Workflow SOP
- Integration checklist
- QA cadence
12
Analytics, Forecasting & Performance
- KPI dashboard
- Forecast model
- Cohort view
- Weekly review SOP
- Board report
Reactivation · dashboard
A dashboard your front desk can actually use.
The workbook opens to a patient-revenue dashboard. Plug in your numbers and watch recovered revenue, ROI, and reactivated clients update live.
Sample data
med-spa-recovery-dashboard.xlsx
$0
Recovered Revenue
0.0×
Reactivation ROI
0
Clients Reactivated
0
Active Campaigns
Recovered Revenue · 8 weeks▲ 18%
W1
W2
W3
W4
W5
W6
W7
W8
Reactivation · 3 steps
How it works
01
Request the toolkit
Fill out the form below and the toolkit unlocks instantly — no card, no call, no friction.
02
Receive the workbook
We send the Excel workbook to your inbox — 12 systems, 60 resources, 22 tabs, plus the patient-revenue dashboard.
03
Plug in your numbers
Drop your client list into the dashboard and launch your first reactivation wave this week.
REACTIVATE
Get the free Med Spa Client Reactivation Toolkit.
Reactivation
Frequently asked
One Excel workbook (.xlsx) with 22 tabs — the 12 systems, their 5 resources each, and the patient-revenue dashboard. It also opens in Google Sheets and Apple Numbers.
No. A spreadsheet app is all you need. The scripts and sequences are plain text you can copy into your CRM, email tool, or SMS platform.
No — they're illustrative. The dashboard is a model you populate with your own client list and price points so it reflects your practice, not a generic average.
The toolkit isn't compliant out of the box — compliance is your responsibility. It's a planning aid, not legal or medical advice. Before you send anything, check the consent, privacy, texting, and email rules, and the healthcare advertising rules that apply to your location, and have your attorney and medical director review it. Add consent language, honor every opt-out, and never send protected health information by text or email.