eBooks & Guides
High-Converting Consultations: A Streamlined Step-by-Step Workflow for Busy Aesthetic Teams
An efficient consultation process is the foundation of every thriving aesthetic practice. When intake, photos, charting, and follow-up all flow together, your team saves time, patients feel cared for, and conversions naturally rise.
Inside, you’ll learn how to:
- Streamline consultations with a repeatable, four-phase framework
- Reduce handoff friction between providers and front desk staff
- Use consistent photo capture and charting templates for accuracy
- Build patient trust through visual education and follow-up
- Replicate the workflow that helped Touch MedSpa reach a 90% close rate
Download the guide and see how a connected consultation process can turn every patient interaction into a confident “yes.”

Download the Guide