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Med Spa AI Assessment — Question Bank

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MedSpa
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Inquiries and Booking

  • How do most new inquiries come in right now?
  • What happens when calls, texts, forms, and DMs come in at the same time?
  • How quickly does your team respond to new consultation leads?
  • What happens to after-hours inquiries?
  • Do leads ever go cold before someone follows up?

Front-Desk Workflow

  • What front-desk tasks eat up the most time each day?
  • What customer questions come up over and over?
  • What slows down booking the most?
  • What slows down consultation follow-up the most?

Lead Follow-Up

  • How do you track who booked, who ghosted, and who still needs follow-up?
  • How many follow-up touches usually happen before someone books?
  • Do staff members follow up consistently, or does it vary?
  • Are there leads sitting in DMs, text threads, or inboxes too long?

Tools and Systems

  • What tools are you using for calls, texts, booking, CRM, and reminders?
  • Are any tools disconnected or causing double entry?
  • Are reports or pipeline updates still being done manually?

Priorities

  • If we fixed one issue first, what would help most right now?
  • Is the biggest problem missed inquiries, slow follow-up, or front-desk overload?
  • Would you rather start with a quick win or a bigger booking-system cleanup?

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