High-converting consultations: A streamlined step-by-step workflow for busy aesthetic teams

An efficient, repeatable consultation process is one of the most direct levers for improving conversion rates and patient satisfaction at the same time. This guide breaks down the four-phase consultation workflow that helped Touch MedSpa achieve a 90% close rate and shows you how to replicate it in your own practice.

What's in this guide

• A repeatable four-phase consultation framework your whole team can follow
• How to reduce handoff friction between providers and front desk staff
• Consistent photo capture and charting templates that improve accuracy and trust
• How visual education during consultations builds patient confidence and increases acceptance
• The workflow behind a real practice's 90% consultation close rate

Download the guide and build a consultation process that converts more patients while making every appointment feel seamless.