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Aesthetic medicine: Lead follow-up and sales process

48 checks from first reply to hand-off: reply speed, CRM fields, qualifying, follow-up rhythm, no-shows and the post-consultation hand-off. Built for a weekly coordinator meeting.

48 items6 groups20 minOctober 15, 2026

  • lead follow-up
  • coordinator
  • crm
  • checklist

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3 items open, 48 items in total. Members see the rest.

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This checklist audits the path a message takes from an ad or an Instagram DM to the consultation desk: reply speed, CRM fields, qualifying, follow-up rhythm, no-shows and the hand-off to the doctor. Run it with your coordinator once a week, and top to bottom on the first day you take over a new client.

Reply speed and channels

8 items
  • The target time for the first human reply during business hours is written down and visible on the coordinator's desk (for example, 10 minutes).
  • The after-hours auto-reply is on and includes opening time, an FAQ link and an emergency number.
  • WhatsApp Business, Instagram DM and form notifications are each switched on, on the coordinator's phone and computer.

5 items more in this group for members.

45 items more for members

This item has 48 items in total. With a membership you see all of it and copy any line in one click.

  1. CRM and record keeping8 items
  2. Qualifying and booking8 items
  3. Follow-up rhythm8 items
  4. No-shows, cancellations and reschedules8 items
  5. After the consultation and the hand-off to the doctor8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Aesthetic medicine page

  • Copy template20 min

    17 ready-to-use copy templates for aesthetic medicine

    Process video caption

    How does a {TREATMENT} appointment go? We filmed it from start to finish. 1. Consultation and facial assessment: {DOCTOR_TITLE} {DOCTOR_NAME} listens to what you want first. 2. Planning: the area and amount are decided here. 3. Treatment: takes about {DURATION}. 4. Afterward: you get written instructions for the first few days, and we see you again at your follow-up on {FOLLOW_UP_DAY}. Whether it's right for you is decided at the consultation. To book: {CONTACT}

    17 templates · 5 groupsMembers only

  • Message template25 min

    WhatsApp and DM replies

    First reply in business hours

    Hi {NAME}, thanks for messaging {CLINIC}. I'm {COORDINATOR}, the coordinator. So I can point you in the right direction: what are you most curious about with {TREATMENT}: the process, the timing or the consultation? I pass medical questions on to our doctor, and we can plan anything about appointments and scheduling right here.

    20 templates · 5 groupsMembers only

  • Hook bank10 min

    Reels and short-video openers

    Here are the first three questions I'll ask you at your consultation.

    50 hooks · 5 groupsMembers only