OpenAgentOpenAgent

Med spas

The med-spa playbook: Instagram as the storefront, the consult qualifier, missed call → WhatsApp win-back, membership renewals, and birthday reactivation.

View as Markdown

On the phone

A consult qualifier flow — treatment, area, timing, budget band — books the consult on the call. Price-list questions are answered from knowledge, never guessed; "is this safe while pregnant" is a guardrail topic → careful wording + practitioner call-back.

Workflows

  • Consultation funnel — form → Consults column → prep-sheet email → notify the aesthetician → SMS on Scheduled.
  • Missed call → WhatsApp win-backtemplate outside the 24h window, then the AI finishes the booking in-thread.
  • Quote follow-through on column move — the recipe, worded for treatments.
  • Membership renewals — email + SMS pair, ticket if silent a week.

Social front desk

Instagram IS the med-spa storefront. Every DM and story-reply answered in seconds with an IG-only flow that quotes treatments from knowledge and books consults — and the same agent remembers them on the phone. This answer-speed alone converts followers into consults.

Keep & grow

  • Reactivation campaign to "visited before, nothing booked" audiences.
  • Birthday-month offer cadence.
  • VIP column → WhatsApp early-access drops.
The report that retains

Show the attribution column in the monthly report: "IG DM → $1,400 package". Typical pricing: $497–997/mo.