Med Spa AI Assessment — Upsell Mapping

1) AI Receptionist / Inquiry Assistant

Best when

• calls are missed during busy front-desk hours
• after-hours inquiries go cold
• staff can’t keep up with inbound volume

Value story

Every missed inquiry can be a missed consultation or treatment booking.

What we set up

• inbound call / inquiry handling
• consultation lead capture
• FAQ handling
• handoff / escalation rules

2) Speed-to-Lead Automation

Best when

• form fills, texts, and DMs sit too long
• consultation requests are not answered quickly
• follow-up timing is inconsistent

Value story

The faster the response, the better the booking rate.

What we set up

• instant response flow
• lead routing
• reminder and follow-up logic
• callback / booking triggers

3) CRM + Follow-Up Cleanup

Best when

• front desk tracks leads manually
• booked vs unbooked consults are hard to see
• no one has a clean follow-up system

Value story

A messy pipeline quietly loses consultations.

What we set up

• lead stages
• follow-up reminders
• consultation pipeline structure
• visibility into open, booked, no-response, and lost leads

4) FAQ / Service Knowledge Assistant

Best when

• staff answer the same treatment, pricing, prep, and availability questions every day

Value story

Save front-desk time by handling easy questions faster and more consistently.

5) Reporting / Admin Cleanup

Best when

• reports are built manually
• booking and lead tracking rely too much on spreadsheets or scattered inboxes

Value story

Less admin time means more time converting inquiries into appointments.