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EP 448: System to Freedom: 7 Spa Systems Every CEO Needs for Growth & Clarity

Build Systems, Not Stress: The 7 Core Frameworks Every Spa CEO Needs

If your spa feels like a treadmill—always busy yet never growing—you’re in the right place. This episode is a masterclass in building freedom through systems, not software or burnout.

1. Client Journey
Every touchpoint—online to 10th visit—should feel guided, seamless, and thoughtful. Structure appointment confirmations, paperwork, follow-ups, and treatment documentation to build trust and avoid human error.

2. Consultation Process
Create a repeatable, tailored experience using minute-by-minute flows to ensure every consultation is thorough and consistent, no matter who’s performing it.

3. Retail System Integration
Review product recommendation flow charts, reorder systems, and follow-up protocols to make retail feel like care—not sales—and to align it with the client journey.

4. Metrics & KPIs
You can’t manage what you don’t measure. Track revenue, retail, rebooking, marketing performance, and client acquisition cost with dashboards and weekly review systems.

5. Hiring, Onboarding & Development
Use tools like monday.com to standardize hiring steps, onboarding training, and staff development. When you can delegate these processes, you step fully into your CEO role.

6. Marketing & Promotions
Map yearly promotional opportunities (like peel season, holiday promos, or Black Friday) and delegate ownership of tasks so you’re proactive—not scrambling.

7. Financial Management System
Block 30 minutes weekly to review budgets, payroll, profit margins, and revenue flows. Tools like YNAB make cash flow feel manageable and strategic.

Bonus: Annual Planning System
Effective systems evolve. Start building your annual planning processes now—so you can vacation, exercise, or simply lead with vision, not reaction.

Systems aren’t a one-and-done checklist—they’re a way of running everything. Start small, build consistent steps, and watch your spa transform.

Resources Mentioned in Episode #448:  System to Freedom: 7 Spa Systems Every CEO Needs for Growth & Clarity

  • Never Lose a Customer Again by Joey Coleman

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ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Welcome back to the Spa Marketing Made Easy podcast, I am your host, Daniela, and today’s episode is covering one of my absolute favorite topics, and that is systems. So why is that my favorite topic? Well, because systems are what create true freedom. It’s not a fancy software, although we may have software incorporated into our systems. It’s not the latest Tiktok trend, and it’s not working yourself into burnout. In fact, it’s quite the opposite. Systems are what allow you to grow. It’s what allows you to step out of the treatment room, it’s what allows you to finally become the spa CEO that your business needs. Systems are what allows you to build a business around the life that you want to live. So today, I’m going to walk you through seven areas of your spa that you can and should systemize if you want less chaos and more clarity. Okay, so let’s get into all of these. 

So the first area of your business that we can look at systemizing is your client journey. All right, so this is where it all begins from the time that someone finds you, either online, whether that’s through chatGPT, whether that’s through SEO and search, whether that’s through social, however they are finding you from their first appointment to their 10th visit. We want that entire journey to feel guided. We want them to feel understood. We want them to feel taken care of. So in order to systemize this process, we need to have a clear path like, how do we confirm appointments? What happens when a new client books a service? Are we confirming their appointment? Are we sending them paperwork ahead of time? Are we acknowledging that they’re new when they come in? How are we following up with them? How are our treatment plans documented the entire journey from start to finish should be documented. Okay, so this is going to create consistency in their care. It’s going to build trust, and it’s going to build long term loyalty. 

Now, one of my favorite books on the client journey is called Never Lose a Customer Again. It’s by Joey Coleman, and he has an entire framework in side the book that talks about the different stages that a customer goes through in their first 100 days of doing business with you. And he talks about, you know, even further after that. But how are we from the time that they even see who we are and we be, they become aware of our brand, to doing business with us, to the follow up. What does that look like? Now? We’re human, right? We are entrepreneurs. We’ve got a lot of things going on, and it’s very easy and very normal to forget a task, to forget something, even if it’s completely unintentional, which is why we create systems in the first place. They are documented processes around every single aspect of your business to make sure that those steps don’t fall through the cracks, and to also make sure that they’re repeatable no matter who is going through and completing that process. 

Okay? So the second part of your business that can be systemized, that can be made very clear, so that we are doing it the same across the board, is your consultation process. Okay? We want every single consultation to feel thorough, customized and clear, but also repeatable, okay, so from the questions that you ask to the treatment recommendation process to how the product recommendations are documented, how you’re showing them to the patient. You know, are we setting them on the counter? Do we have a consultation room? Everything, including the follow up protocol for consultations, this needs to be documented and systemized, very similar to how you would create a protocol for a service. 

So minutes one to three, we’re doing this. Minutes three to six, we’re doing this. We want that for the consultation process as well, and that way, when we have a patient that refers somebody else to us, they’re getting that same exact service. And side note here, this is also why it’s incredibly important to have protocols, not only with our consultation system, but with our services. Because if you have one aesthetician who’s not following the timing protocols and is maybe spending going 15 minutes over, spending more time on the massage than she should, and a patient refers, you know another, a friend of theirs, and they go with another aesthetician, and her service was 15 minutes shorter. Or that same patient goes with another aesthetician, just because we’re focusing on being patients of the practice, and then her service is different, she’s going to feel like someone didn’t fully do their job, or didn’t put the same level of effort, like it was shorter, when In fact, it was just one provider who wasn’t following the protocols, so you can see how that can cause so much conflict across the board. 

So it’s really important to have these experiences that our patients go through, whether it’s a service or in this case, we’re talking about the consultation, we want it to be systemized across the board, okay, all right. 

The third area that should be systemized is your retail system. This is really big, and we actually just did a podcast episode, actually, I think it was last week around your retail like, how and when to pay commission. Part of that episode, we were talking about your product flow chart. So how are we creating consistent recommendations of what and when we’re talking in your entire retail system? How are reorders and follow ups tracked. How is your commission structure based? Is it based on your retail to service ratio? So we want to have everything around retail systemized. So if you haven’t listened to last week’s episode, be sure to check that out. It really goes into the retail commission structure on a much deeper level, that can really help you to systemize this entire process, which actually ties in to the client journey, right? 

Because we want to understand how and when are we following up well that aligns with retail sales as well, okay, but to learn how to do your go to product flow chart, which is an incredibly useful tool to help you standardize and systemize your retail recommendations. It’s huge, okay? Number four, the fourth area to systemize in your business is your metrics, okay, you cannot track. You cannot grow what you don’t track. Okay, you can’t manage what you don’t measure. So we’ve got to have a system in place where we are looking at the different KPIs in our best in our business. So if we’re systemizing this, do we have our front desk filling out a KPI tracker, or maybe our spa manager? Are you meeting with your spa manager on a weekly basis and reviewing the KPIs and saying, What is this telling us? Remember that your metrics, your numbers, are the language of your business. It’s what your business is telling you about what’s going on, and so what is the system that you have around this? Now for us with numbers, I actually meet with Lucy, who’s my marketing manager. I have a different process for some of the CEO KPIs that I’m looking at, but for marketing, which I think every single one of you is going to it’s going to be very important for you want to know, like, what are the marketing KPIs that we’re looking at? Is it engagement on our social media accounts? Is it the number of email inquiries or phone calls that we get? What are the specific things, and how can we look at that to understand if the actions that we’re taking with social or with our ads or with our SEO are actually getting us an ROI. 

If we’re not looking at the numbers, we’re not going to be able to understand that. So we need to make sure that we have a system around our weekly reporting on revenue, on retail, on rebooking. We want to have monthly performance reviews on team members, kind of where are they at? We want to have. The KPIs for our service providers and our front desks, you perhaps want to have dashboards or spreadsheets that can make your data visible. One of the things that we have inside of our growth factor elite program is a client acquisition cost tracker. 

And so when we’re looking at how you’re acquiring new clients, whether that’s social, whether that is SEO, whether that’s word of mouth referral, whether that’s strategic partnerships, whether that’s walk in traffic, we want to understand how much money have we invested in that particular venue? And it might be zero and it might be $1,000 a month, but we want to understand what is it costing us to get a new client? 

So when we’re looking at, hey, we’re spending $1,000 a month on SEO, but we’re actually getting 20 new clients from social and we’re spending $500 on SEO, or, excuse me, $500 on social, that data by having a system that we’re looking at that that data is helping us to make decisions that, hey, we actually have more clients coming from social, and so we want to invest more money, because it’s going to be much more profitable from that venue from then the other. And it might be vice versa. You may be getting a ton more from SEO, and maybe you’re investing all your money in social, and we want to switch that. Okay, so this is how and why. Having a system around your metrics and tracking is so vitally important, it’s going to help you shift from guessing into leading with clarity. Okay, so number five, the fifth area of your business that you want to systemize is your hiring, onboarding and development process your team. What are they going through. 

So we want to have standardization around our job descriptions. We want to have the hiring and interview flow so where we what is the process, from the time that we decide to hire to the time that we do the job posting, how we’re selecting candidates now here at Addo Aesthetics, we have a very clear hiring, onboarding and development process. We use monday.com which is our project management software, to break down into steps, the hiring system, the onboarding system and the development system, okay? And that’s something that makes it repeatable. It makes it easy to follow. It’s got all the appropriate things linked up inside of there. This is how you create an actual system, okay, so if I’m gonna go higher, then I can pull up my hiring template board, I can duplicate it, and I can put the date in there, and I can go through each of the steps I’m following that system so that if I want to go on vacation, let’s say that it’s summer and I have my spa manager going through The hiring process, because I am on a two week vacation at the beach with my kids, then my spa manager is going through and following the exact same process that I would be following. 

That’s the freedom there. Okay, that is something that it is absolutely priceless to be able to have your business working and generating revenue when you are not there, okay, when that is happening, and you can step into that role of Spa CEO, the whole the whole game changes. The whole world changes. You’re able to focus on things that were just you weren’t able to have the capacity to focus on them because you were so in the business. Okay, it’s so vitally important to take your time and go through these different areas. Now I’m gonna, I’m gonna take a pause here and just say your systems are never done. Okay, I’m going through. 

I’m giving you seven areas to look at to get started. But know that running a systems based business is a lifestyle. This is a lifestyle. This is a choice that you are making, similar to saying I am choosing a healthy lifestyle where I care about my diet and exercise and my you know, I’m exercising four times a week. You can’t just stop. Of exercising it. I mean, you can, but you’re not going to be able to maintain the same benefits as if you were to stay exercising. Okay, same thing with systems. And one of the things that when I’m talking to spa owners about what’s your 90 day goal? What are we focusing on right now? What’s our top priority? Well, in the next 90 days, I wanna have all my systems created. Okay, well, we can go through and maybe we can pick two or three of these seven that we’re going to get the framework on, but we’re still going to need to revise. We’re going to need to refine. We’re going to need to evolve as our business evolves and grows and changes. Okay, you know, we’ve been really focusing on systems, I would say, since 2017 2018 something like that. And every year we’ve got to update something. If we change a software, we have to update it. If we change an offering, we need to update it. There’s so many different things that you just have to say, this is a lifestyle, this is a philosophy or approach in the way that we operate our business. Okay? So to go back to hiring and onboarding and development, one of the biggest challenges when someone comes to our company is team. They can’t find any good people. They can’t find people that want to work, or they find people that want to get paid, you know, $100 an hour to be a part time aesthetician there. I mean, there’s these things that you hear that’s just like, okay, like, how do we resolve this? 

Well, we set extremely clear expectations and communication, okay, so from our job descriptions, those are going to be detailed our hiring process, communicating, what we expect in the role, what are the metrics that we are measuring success and and this is where you know, when we get into leadership as a skill, we talk quite a bit about how it’s normal that to go through 234, sometimes even five hires before you find the right person for that. 

Every time you’re going through that process, you’re refining your hiring system, your onboarding system, your development system, you’re saying, Oh, this needs to be added in that needs to be added in. This is where I should be following up. This is where I should be checking in. Okay, it’s, I know it’s hard, but this is what’s going to get you to a place where you know exactly what a great fit looks like. You know exactly how to attract and retain your people that align with your core values. If you don’t have a system around hiring, onboarding and development, it’s going to be a huge struggle and an ongoing struggle, okay? 

So area number six that you can systemize is your marketing and promotion okay? So we want to understand your monthly promotion calendar. We want to understand your sales funnels. We want to understand who owns what task. We want to understand your social media so marketing doesn’t have to feel like you’re just like flying by the seat of your pants. This is something especially with AI that we can be so clear and so granular and so dialed in around the messaging that we want to create. Now we know that October is peel season, right? There’s a lot of maybe every October you’re doing a shed the dead and a peel party. 

We should know the marketing leading up to that. We maybe you know that every Black Friday you do a particular promotion, or you do a Small Business Saturday, there’s pieces of behavior, of information that we’re doing every year. Maybe you do a Christmas in July. We want to map those things out, okay? And this is also, you know, I’m going to give you a bonus section number eight, which is around planning. I’ll tell you after number seven, but planning and having a system around how you do your annual plan is huge. This is how you are able to go on the vacations that you want, that you have time to exercise, that you just have so much clarity in you. Building a business around the life that you want to live. And we’re actually going to get into this later in September. We’re doing next level growth, which is our annual event. We’ve done it every year for several years, where we walk through the entire process of planning your year out and how I do it, how I’ve done it for years, how I’ve refined it. 

This is my annual planning system that I have used from doing the calendar audit to, you know, getting clear on what my goals or desires to understanding the season of life that I’m in. And, you know, what, what are my kids requiring of me at this point. So I’m, I’m going through all of that that’s going to help me with my marketing system. When I know that, right? I’m going to know what I’m doing a year in advance, instead of it being October. And I’m like, Oh, wait, should we do a Black Friday promo? It’s already done. You already know it, right? It’s going to save you so much time. So it’s really an important process to have your marketing and promotion system done in advance, and with AI and with chatgpt and so many of these other incredible tools out there, it’s making it easier than ever, easier than ever, and faster than ever. So there’s literally no excuse at this point. Okay, so part number seven, your financial management system. This is a big one, and we often avoid it, right? We avoid because the numbers are scary. We don’t feel like a numbers person. There’s so many heavy emotions that are attached to money and worth, and so we regularly avoid the finances. I have worked with seven figure spa owners who literally have not looked at their finances. It’ll be October, and they have no idea what they what their revenue or expenses are for the year. And I’m like, Okay, we have some work to do, because there’s obviously some blocks that we need to work through, around financial management, around what money means to you, and your money mindset, and all of those things. 

But we want to systemize how we are setting and creating revenue goals. We want to systemize our process for budgeting, for payroll, for you know, in budgeting, I’m talking about how much are we spending on our marketing budget? How much are we do? Are we allocating towards for inventory? Are we tracking our profit margin? Do we have goals around our profit percentage, and then what about pay structures and raises based on performance? That kind of goes with the hiring, onboarding and development, but like, do we have a structure around how we’re going to do raises based off of that. Okay, so there’s a lot that goes into it. I actually do my financial I call it my financial system. Every Monday I have 30 minutes of time blocked off. I go through YNAB. 

You need a budget. It’s a budgeting software that is very inexpensive. It’s about 100 bucks a year, and it just gives you so much clarity on cash flow. I absolutely love it. And so every Monday I’m going through I’m categorizing those. I’m looking at our revenue that’s come in. I’m looking at our funnels. I’m looking, I’m assigning categories within YNAB, you know, making sure that they’re tagged appropriately, and just getting comfortable with the numbers and seeing where we’re at. Because if you again, if you’re not measuring it, you can’t manage it all right, when your numbers are organized, you sleep better at night and you make smarter CEO decisions. You know what to focus on when. Okay, so let me just do a recap. Here. 

We talked about the client journey. Definitely grab Joey Coleman’s book, great book, never lose a customer again. We talked about your consultation process, that one’s big, right? Because once we’re if we’re spending our marketing dollars and and all of that, to get people into a consultation, we want to make sure that we have that dialed in our retail sales. We want a clear message across the board our metrics and tracking. This is just overall the health of our business, our hiring, onboarding and development. How are we ensuring that we have a healthy and productive team, our marketing and promotions and financial management, and then the bonus one, your annual plan? Planning. 

How are you kind of putting all these together and setting the goals that you have for yourself in a clear, easy to understand plan? Okay, the important thing to remember is that you don’t have to complete all of these systems in one day. You can just start and say, You know what, every day I’m going to film one SOP, and eventually I’m going to have enough SOPs on a particular topic that I can put them into a system,and I would just pick one area. Is it the client journey? Is it the consultation? Is it your marketing and promotions stay in that category and really look through, how do I create SOPs and compile them together into a process that creates a system for my business, because without systems, you’re stuck in the weeds. 

Okay? You’ll end up resenting your business. You’ll end up getting burnt out. But with systems, with systems, you lead, you get time back, you get breathing room, and that gets you more creative, and that helps you grow your business, which helps you have the ability to pay your team more and impact your team, your community on a greater level. And that’s the goal, right, freedom, flexibility and financial growth. Now, I know I threw a lot at you on this episode, and I know systems are a topic that can kind of make your mind spin a little bit, so if you have questions, please go in the SpaMarketing Made Easy Facebook group, just tag me. We’ve got our team in there. I’m in there. If you have any further questions that you want to talk about from this episode, just let me know. Post them in there, and we are there to support you. Okay, thank you so much for listening, so so much for listening, and I can’t wait to catch you on our next episode. 

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EP 447: When and How to Pay Retail Commission in Your Spa

Retail Isn’t Just Revenue – It’s Client Results, Team Buy-In, and Business Growth

If you’ve ever struggled with how to structure retail commissions in your spa, you’re not alone. The truth is, too many spa owners either avoid it altogether or implement policies that cause internal confusion, resentment, or worse – lost revenue.

In this episode of Spa Marketing Made Easy, I’m sharing everything I’ve learned over nearly two decades in the aesthetic industry about crafting a smart, sustainable retail commission structure that benefits your team, your clients, and your business.

Whether you’re running a solo practice with plans to grow or managing a multi-provider spa, you need a clear system that defines who earns commission, how much, and under what circumstances.

Let’s start by debunking the myth that retail is just “extra.” When your clients are sent home with high-quality skincare products that align with their treatments, they get better results. They’re more likely to rebook. They’re more loyal. And, according to a study by Millennium spa software, clients who purchase three or more products have a 90% chance of returning. That’s the kind of data we can’t ignore.

But here’s the deal: retail doesn’t sell itself, and it certainly doesn’t work without structure.

So, what’s the right way to do retail commission in your spa?

We begin by differentiating between front desk staff and providers. Front desk teams can absolutely earn a commission—but only on impulse purchases (think lip balms, sunscreen, travel sizes). A flat 10% is a good baseline. However, they should never recommend full skincare regimens unless they are trained providers who have evaluated the client’s skin.

Your estheticians, nurses, or injectors—the ones building full home care plans—are the ones who should earn commission on those more complex recommendations. But instead of offering a flat rate across the board, I recommend a tiered structure based on their retail-to-service ratio.

For example:

  • Under 30% = 0% commission
  • 30–39% = 10% commission
  • 40–49% = 12% commission
  • 50% or more = 15% commission

This incentivizes consistent performance, not just one-off wins. It also allows you to hold the line on profitability, even as you reward top-performing providers.

If you’re wondering how to define those retail-to-service benchmarks, look at the highest performer in your practice right now. Let their numbers set the top tier and work backwards. Or, if your team is new to retail culture, start with attainable targets and increment them by 5% every quarter to build momentum.

Another best practice? Delay commission for the first 90 days of employment. This “probation period” gives your new hires time to align with your culture, understand your protocols, and focus on learning – before earnings kick in. It’s also a great way to recoup some of the investment you make in onboarding and training.

But none of this works if you don’t have documentation. Who gets credit for a sale six months down the line? What if a client repurchases online? Who earns commission during a retail-heavy event?

If these questions aren’t clearly answered in your operations manual, employee handbook, or team training, you’re at risk of confusion and conflict.

That’s why this episode also includes a breakdown of common retail commission mistakes – like paying blindly, failing to create a standardized flow chart of product recommendations, or not assigning repurchase credit to the original provider within a reasonable timeframe.

When you get this right, retail becomes a triple win: your clients win with better results, your team wins with increased income potential, and your business wins with higher revenue and improved retention.

This is one of the most practical, powerful systems you can build into your spa today. Tune in, take notes, and then head into your next team meeting ready to lead with clarity and confidence.

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ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Hello, my dears, and welcome back to another episode of Spa Marketing Made Easy. I am your host, Daniela. And gosh, I can’t even believe that I’m saying this. I’ve been in the industry for almost 20 years now, which feels like such a long time, and it feels like a flash in in the same way, sort of like parenting. You know, I feel like my daughter, it’s like, she’s eight already, and I’m like, how did that happen? But when I first started out of aesthetics, 11 years ago, I focused a lot on retail, and I actually started my first four years of the business consulting, and I worked a lot with the physician to spend skincare brands. I was doing trainings for aestheticians on increasing retail sales. I was speaking at the Lunch and Learn events all across the country. And then I was being hired by medical spas to come into their practices and do trainings specifically for their staff on how to increase retail. So retail is something that is near and dear to my heart. 

I believe that it’s such an important part of having a spa and of your revenue streams for having a spa, not just to have the additional revenue coming in, but for the actual benefit of the patient, because they are going to have better results if they’re using high quality skincare at home, but not having a retail policy around commission for your staff can cause So many bumps in the road, and so what I want to do with this episode is really dive into retail commission in general. Okay, so who gets paid? How much should they earn? When do they earn it? What are the guidelines around this? This is something that I get asked all of the time. 

So if you have a team, if you have a front desk in place, but you’re just really unsure how to structure your retail commission policy, this is going to be a great episode for you. Now, retail isn’t just cash, it is client transformation. Okay, when your patients or clients go home with the right products, they’re going to get better results. They’re going to recommend more people to you, they’re going to leave you reviews. They’re going to have more trust with you. They’ll be more loyal to you, right? And obviously, with all of that comes more revenue now millennium, which is a spa booking software, they did a study, and they said that if a client purchases three or more products from you, they have a 90% likelihood of coming back. That’s huge. That is so huge. So when you’re estheticians, when we’re looking at you know, how am I going to make sure that my books are full sell retail? We’ve got, we have data from Spa booking softwares that are showing this. 

And I think there’s just a disconnect there, but it is such an important piece. You know, we get hung up as providers. And I’ve seen this over and over again. We have such close relationships with our patients and our clients. We don’t want to feel salesy. We don’t want to be pushy. But your clients and patients are using skincare. 

They are they if they’re not purchasing it from you, they are purchasing it somewhere else. And we want to make sure that we are recommending what we believe is going to be the right home care regimen for them, the best home care regimen for them. It’s their choice if they purchase it or not, but it is your job to be able to make that recommendation. Okay. Now to give a little incentive to help our providers really see how important retail is. We want to make sure, as spa CEOs that we are incentivizing that. Okay, so I’m going to break this into different sections, so I want to talk about the front desk first, because, yes, I do believe that front desk should earn commission on products, but it should be a very specific set of products. Okay, so think impulse purchase like lip glosses or lip scrubs. You know those like silicone eye patches, travel sizes. If they want to add on some sunscreens, maybe grab a sunscreen for the kids, things like this. These are products that the front desk can recommend while checking a client out. And I would just have an across the board 10% commission rate, okay, but here’s where we need a front. Boundary your front desk, they’re not estheticians, and if they are estheticians, they’re not estheticians. Who have seen that patient’s skin in the room, looked at it under a light, and really have an understanding of what that particular patient’s goals are. 

Okay. So the front desk is not responsible for recommending entire home care regimens that is going to belong to your providers, your aestheticians, your nurses, your injectors, okay? And one of the ways that we have our providers making recommendations that are aligned with your practice is to have a flow chart of standardized product recommendations. Okay? So we want to have the vitamin C that our practice believes in, the cleanser for oily skin, that our practice believes in, the cleanser for dry skin that our practice believes in. 

So what we don’t want to have is four different vitamin C’s, right? That is cash on your shelves, and that is just waiting for confusion down the line. Okay? So when you have boundaries around what the front desk can offer and what your providers can offer, and then we have a standardization of what those offerings are. Your patient or client is going to get consistent recommendations. This is going to build trust with the brand. It’s going to reduce confusion, and it’s going to support retail growth across the board. One clear message coming out of your spa. Okay. Now this is actually something that’s really easy to create with chatGPT, and what I love about chatGPT is that you can dictate in there. So if you are a speak to think person like me, you just hit that microphone button and you talk to chat and say, here’s what I would recommend for this type of patient, here’s what I would recommend for this type of patient, here’s what I would recommend for this type of patient. And you’re going through based off of skin conditions, based off of the patient concerns. 

Chat can organize all of that and create a really clear flow chart for you to use in your practice. Okay, so really, really great asset for you to have in your business. Now, again, our goal here is to have clear messaging across the board, so that a patient doesn’t get one recommendation from one provider and then a completely different recommendation from another that is going to break down trust real fast. Now, I’ve got a section in this episode that is common mistakes that spa owners make around retail. I’m going to get into that a little bit more down there. Okay, so let’s move into your providers. All right. So estheticians, nurses, we want to look at how we are going to structure the commissions that they’re going to be earning specifically on retail Okay, so side note here, the pay structure that we recommend here at auto esthetics is zero commission. 

We actually recommend hourly pay on services, but for retail products, we do have a tiered commission structure, so there’s two there’s a separation between services and retail Okay, so what I’m talking about today is retail commission. Now your providers are responsible for creating the entire home care regimen for that patient, the plan, the recommendations, what the regimen is that needs to be documented in their chart, and it needs to be very clear so that the front desk should never deviate from that. Okay, so let’s say that you make an entire home care regimen recommendation. So you’ve got your AM, you’ve got your Pm, you’ve got all of your products, your cleanser, your toner, your antioxidant, your specialty product, your sunscreen, whatever it is that you’re recommended, you’re recommending, even if that patient only buys two or three products, we have the entire recommendation in there so that it’s easy to go back and see it’s documented that we talked about it, and if a patient calls to purchase something not on the same day that you had that service, it’s very easy for the front desk. It’s. Be able to understand what product it is that they need to purchase that was recommended by the provider that saw them. Okay, so let’s get into the actual commission structure. Now, we believe that commission should be paid. The level of commission should be paid based off of their retail to service ratio. So we’re looking at how much retail they sell compared to how many services they perform. Now, if you here’s the structure, and this is the this is the framework, there’s going to be some ups and downs based on your business model, but this is what we suggest. So if your retail to service is under 30% then you get zero commission. You don’t earn commission on products, because 30% is the the baseline. 

This is the absolute minimum retail to service percentage that a provider should have in our practice, if you are between 30 to 39% retail to service, you get a 10% commission. If you are 40 to 49% commission or retail to service, you get a 12% commission. And if you are 50% or higher, you get 15% commission. Now that extra 5% commission is going to be made up for the people that are performing lower at the under 30% All right, now this model is rewarding consistency. It’s rewarding excellence. You’re not just handing out bonuses. You’re incentivizing behavior that drives results both for the client and the business. Now I had mentioned that these rates are just benchmarks. Okay, your spa might be higher and it might be lower. Now, if you’re a device heavy practice where you’re primarily doing light and laser services, your price point is probably going to be higher. So if you’re selling an entire home care regimen that may be $1,200 your ratio might be a lot lower than someone who’s doing a $300 facial and sells a $1,200 regimen. 

So we’ve got to use these as benchmarks and align them for what works best for your practice. Now, if you are a traditional Med Spa, like that device, heavy Med Spa, DERM office, plastic office, I would aim for 30% if you are Med Spa, light, which, you know, we see a lot of med spas that maybe are not even carrying energy based devices, but they’re doing other services classified as medical and or you’re a day spa, you want 50% retail to service to be your top tier goal. So when I was saying for 30% if you’re a device heavy Med Spa, your 30% is going to be the top tier goal. 

Okay, now let’s say that you the spa CEO. You’re still in the room and you’re looking to get out, but you want to set kind of a benchmark. 99% of the time you the spa CEO, are going to have the highest retail to service. There’s absolutely exceptions. I have a lot of nurses who are practice owners, and they’re focusing primarily on weight loss or hormones, and so their retail to service is very low, right? Even though they’re the owner. So you want to look at what provider in your practice has the highest retail to service percentage, and that’s where we’re going to start, as the top tier commission rate. This is what we expect, or maybe increase it by 5% okay, so if you see that your top provider is 40% then 40% or 45% is going to be kind of your goal. Okay? If you’re higher than that, let’s say you’re a retail focused practice, and your highest provider is at 60% or 70% then that becomes your highest tier goal. You’re holding the standard for what you know is possible in your practice. Okay? And it’s also like if you’re much lower, I’ve worked with practices before that. 

They haven’t put a huge emphasis on retail, but it’s an area that they really want to develop further. Let’s say that you’re at 10% retail to service, and that’s your top percentage. We want to move in increments of 5% every one to two quarters, and get that up and get that up and get that up, you’re going to have to develop this culture in your practice. You’re going to have to be talking about it and working towards it every single day to get it there. 

So make it, you know, go in increments that you can celebrate every time you hit that next tier. Okay? Yeah. Okay, so now I want to move into the probationary period policy, and this is something that we do a little bit different in our pay structure as well. So at out of esthetics, we recommend zero retail commission during a team member’s first 90 days. Okay, this is providers. This is front desk staff. We consider the first 90 days of onboarding after we’ve hired someone. We consider that a probationary time period. And we’re also really wanting to categorize what their performance is okay. So that 90 days is for alignment. It’s for training. It’s for getting them up to speed. You’re watching for consistency, for attitude, for their ability to follow protocols. And we’re not immediately measuring performance with pay. We’re making sure that they are onboarded properly. And it also helps you to cover the cost of training, because that’s a lot of time and energy that you’re putting into developing that person. Okay? Now after that, they’re meeting expectations, they’re going to earn commission, okay, okay, so let’s jump into common mistakes to avoid all right now, mistake number one is not defining the sales credit window. So who gets credit for a product or sale months later?

Now I recommend, we recommend, here at auto esthetics that if a client repurchases within six months, the Commission goes to the original provider. So that means, if the client purchases online, or if they see another provider, but repurchases the product sold to them by the original provider, the original provider will receive the credit. 

So if I go back to that example in the very beginning, when I was talking about charting and making sure that, you know, if I see a patient then and I make the entire home care regimen I chart it, they purchase three products, and they come in for another service, or they Call and they want to get a different product, I’m still going to get credit for that, even if I don’t see them again, because I made the original recommendation and I charted it okay. 

Now after six months, it’s going to go to whoever resold the product, because it would be, if that were me, it would be my responsibility to be checking in when in with the patient, even if they’re not coming in for services. It’s my job to follow up with them and know when their products are going to be running out, and offer to ship them to them. Offer to you know, have them ready for them to pick up if they want to stop by the spa, but if I’m not following up with my patients purchasing product, then I am not going to earn that additional commission. 

And this is the way, guys, that you can make sure that you are always at that 15% commission. Because the reality is, you’re going to have patients who come in quarterly. You’re going to have patients who come in twice a year, but if we can keep them on skincare and be following up with them and shipping them their products, making it as convenient and easy for them, your retail to service percentage is going to go up and up and up. Okay? 

This was kind of my trick for myself when I was practicing and I was earning crazy amounts of commission on retail sales. Yes, I’m good at sales, but I’m better at following up, and so because I was keeping in touch with all of my patients and making those sales my retail commissions were huge. Now it’s also important, great idea to have a policy in place around event commissions. So if you’re having an open house or a mini event where you know you’re going to be selling a large amount of retail products, being clear on who gets the commission for those products beforehand is very important, and what I’ve seen work well is having a flat rate bonus based on overall sales for the event, rather than one person getting commission based on sales to their clients. Okay? So that’s going to be different per practice, but you definitely want something established before you move into events, and what the commission rate is going to be for those Okay, you’ve got to define. 

This, or you’re going to have internal confusion, you’re going to have disputes, you’re going to have resentment. You want to get ahead of it before this ever becomes a problem. Okay, so mistake number two is standardized product recommendations. Now this is what I was talking about earlier, having that flow chart based on the condition, based on the concern, whatever your skincare philosophy is. You may not you may not believe in aggressive exfoliation. You may not use Hydroquinone. You may think that every single person needs to be on vitamin C, whatever your philosophy is, you want to make sure that you have that mapped out, that you are educating your staff on it, on your beliefs and why, and that you have a very easy to follow flow chart for your providers to make recommendations. And again, this ties into your inventory management as well. So this system in place based on concerns, this is how you’re going to build client trust, because there is nothing worse than having two providers contradict one another. We’re wanting to build patients of the practice, so making it normal to come in and see Provider A, and then coming in and seeing Provider B, that’s going to really help create a patient of the practice, rather than someone that’s incredibly loyal to one provider. 

Now you’re still always going to have that, but we want to be able to create a culture of cross promotion, especially if you have aestheticians and injectors. We want the flow to go back and forth. Okay? And so just put yourself in the shoes of the patient. If they go and see Provider A and they invest $1,200 in a home care regimen, and then they see Provider B, and they’re like, Oh no, no, no. That’s not what I would do. It’s like, Well, man, I just spent $1,200 and took six weeks of time getting started on this, and now I’ve been doing it wrong. 

That is absolutely what we want to avoid. We want the clear, consistent recommendation of what our practice believes in for this particular concern. Okay, so really, really important that we are creating this clear, unified message coming from your spa, and then mistake number three is paying commission blindly if you are just handing out 10 to 15% on every product, regardless of service performance, you’re losing money. You’re leaving money on the table. Okay? We’ve got to tie it to performance. We’ve got to tie it to retail, to service, use it as a growth driver, not as a reward. All right, we’re already having tight margins on retail. We’ve got to pay shipping. In many cases, we’ve got, obviously, the cost of the retail product. Then we’re going on commission, you know, that’s going to the provider. We want to make sure that they are incentivized to earn that additional commission. Okay, so this is going to help your team to understand how important it is to your practice. 

It’s going to help your patients get better results, and it’s going to help the business overall, with more revenues, more reviews and more referrals. Okay, revenues, reviews and referrals, all wonderful things. So what do you do from here? Well, number one, I want you to audit your retail commission policy. Does it match your business goals? Is it clear to your team? Do you have policies in place on who earns Commission where? Really look at it. Really get into all the possibilities of you know, are we doing events and what’s the policy there? How long do we believe that someone should get credit for a particular product? 

Get clear on all of those. Then I want you to set up your retail tiers. So based on your top provider’s performance, what are your tiers? So we had recommended 30 40, and 50% retail to service is yours. 20, 30 40, is yours. 40, 50 60, look at what makes sense for you and assign a commission based on those different tiers. Next, I want you to standardize your product recommendations. This is the flow chart. What does your practice believe based on condition and concern? And remember, this is something that you can just dictate to chatGPT, to really help you create this fast Okay, next, I want you to communicate the 90 day probation policy clearly during onboarding. So does if you’re not hiring right now, put this in your onboarding doc, put this in your employee handbook, put this in your growth plan. Make sure that you are very clear that there is zero commission during this initial time period, and here’s why, then I want you to set expectations for who gets credit when. Document it. Share it in the team meeting, share it in the daily huddle, put it in your operations manual. Make sure that everybody’s clear on who gets what, when and why. 

Okay, so retail does not have to be confusing. It does not have to cause conflict or disruption in your practice. It needs structure, okay? And when it’s done, right? It is such a win, win win scenario, your clients are going to win with better results. Your team is going to win with the ability to earn increased revenue, and your business is going to win with higher revenue and increased consistency of visit for your patients. 

All right, I hope you like this episode. Thank you so much for listening. If you have any questions at all, if you have any follow up questions to this episode, just post inside of the Spa Marketing Made Easy Facebook group. You can tag me in there, but that is where we keep the conversation going. So if you hear something on this episode, or any of our episodes, and you’re like, Wait, what did she mean by that? That’s the place that Facebook group is the place where we can keep talking. Okay, so thank you so much for listening. I hope to see you in the group, and I will catch you on the next episode.

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EP 446: AI Is Coming for Your Spa: How to Stay Visible (and Booked) in the New Era of Search

Noticed your clicks going down – but impressions rising? AI is changing how your clients search.

In this episode, Daniela reveals how Google’s AI Overviews and tools like ChatGPT are reshaping spa marketing and SEO in real time.

Learn how to create content that ranks and resonates – so your spa is the one AI recommends.

What you’ll learn during this episode:

  • What AI Overviews are and how they affect traffic
  • How spa clients are now using ChatGPT to find providers
  • Practical SEO tactics for AI-first search engines
  • How to measure trust and visibility (not just clicks)
  • Why content is still your most powerful tool in 2025

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IG / @addoaesthetics

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ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Welcome back to Spa Marketing Made Easy. This is a show where we talk about all things growth strategy and success in the aesthetic industry. I am your host, Daniela, and today we are diving into something big. We are diving into one of the aspects that AI is shifting and changing, and that is SEO. And the thing is, AI is shifting and changing pretty much everything that we do in our lives, right? We’re here talking about business and how we’re running our spas, and how it’s affecting payroll, and how it’s affecting productivity, and how it’s affecting our marketing and how it’s affecting the way that our clients and patients are searching for us. It’s it’s really, really incredible, but it’s also affecting every aspect of our life. But today, in this episode, I want to get into specifically SEO. What is shifting and changing around SEO and AI, okay, and it’s a lot, it’s a lot. So we use HLM, high level marketing. They are a company that builds websites, handles SEO, does a lot of different supportive marketing, growth, SEO type of tasks, and they have a spa division. So they’re a company that we have been partnered with for several years now, and we use them for our own SEO. We recommend them for websites and SEO for spas. And we, last year, unveiled, we redid our website. It was, it was a long time coming. I know, anytime I do a website, it’s like, by the time you get it done, you’re like, Oh, I already want these things changed, but I actually still really like our website. So I’m happy about that. But since we unveiled our website and really started focusing on SEO. We moved to the first page ofGoogle for several terms that we were aiming to get ranked for nationally.

 

So obviously, for my ego, that was a really big win, but more than our ego or like, accomplishing a goal, it was actually really exciting, because we were seeing results from that. We were having doctors and med spa owners and estheticians and nurses reach out to us and want to work with us and want support, and they had not heard of us from the podcast. They had not heard of us from social media. They were literally finding us through search. So that was a big win, because we never want all of our eggs in one basket, right? We want to make sure that we are attracting clients from social from SEO, from word of mouth from strategic partners, right?

 

We want different ways that they’re coming in and finding us. So this was a win, because we were traditionally getting most of our clients that we were working with through the podcast and ultimately social, right? So think about this for your spa, where are most of your leads coming from? If most of your leads are coming from search, then this episode is incredibly important for you, okay? And what I see in Spa is, yes, there’s always word of mouth, and that’s, you know, that’s going to be great. It’s a little bit harder to control word of mouth and have the levers to pull, like we have with social or with search. We want to have multiple ways that people are coming in to find us. Okay, so a couple of weeks ago, I was meeting with our account manager at HLM.

 

So we meet, you know, I think, every other month or so, to go over our Google Analytics and what’s going on with SEO, and what are the things that are shifting and changing. And we saw that there was this weird trend happening, and it was strange, because our impressions, like the the visibility was up, but our actual clicks were down. And I was like, that doesn’t really make sense. And you know, it’s been about a year now that I feel like I’ve been in the deep end with AI and have barely scratched the surface. There’s so much else out there, there’s so much deeper that we can go, especially with these AI agents that I’ll talk about in a minute. Um, but I was like, what is happening here? Why? Why is this shifting and changing? And I’ve been very curious about how AI was going to incorporate into. Search, because search is changing, people are going directly to chat GPT to find information, rather than going, you know, to Google. And I think we’re going to continue to see that more and more. In fact, it was just last month that I had a call with a doctor in Arizona. She was interested in working with us. She’s doing a build out for a Wellness Center, and she needed some guidance on what energy based devices was she going to purchase. And, you know, just some like structuring of the build out and the overall launch.

 

And as I said before, like most people are finding us through our podcast, and she was completely unaware of our podcast. And I said, Oh, well, how did you find us and get this? She asked ChatGPT. She was going through with ChatGPT figuring out, like, you know, how do I do the build out, what are the best things? And ChatGPT told her to hire us. So I was like, Okay, well, thank you, ChatGPT. That’s a new one. I actually told some of the people in our growth factor group, and one gal in there said, Yeah, I’ve had five clients come to me from chatgpt in the past month. Like five. That is this is a trend that is continuing to move forward. It’s it’s not really a trend. It’s just kind of the the new way that things are going to be. So anyway, the point that I’m trying to make is that the way that we are finding information is shifting and changing.

 

People are using ChatGPT to search, and so if you’re going through, if you’re investing in SEO, and you’re like, Wait, why are my impressions up but my clicks down? The answer that we figured out is AI overviews. So you know, when you do a Google search and you get this nice little summary box up at the top, and it gives you all of your answers. And you can even just click down, and it’s like giving you all of these bullet points, and then it has a little link to the website that it’s pulling that from. Well, I’m getting my complete answer in that AI overview without having to click on anybody’s website. So what was actually happening is that we were showing up in the AI overviews, and people were getting their information, but then we were not, they weren’t clicking directly to our website. Okay, so this is really important, right?

 

So what does this mean for your spas website, and, most importantly, what does it mean for your bookings? How are we going to strategize to make sure that if we’re showing up in the AI overviews, that we’re still continuing to get new clients or patients through search? Okay, so AI overviews, these are appearing more and more and more, and they’re pulling from the top ranking content. But again, people are not necessarily clicking. So you still want to focus on showing up in those overviews, because think about how you’re searching and finding information, you’re going to go and you’re going to look for your information, and then you may go to somebody’s website, you may go to their social media, you may, you know, like we’re doing almost some research, and search is where we’re getting started.

 

And then we move along through the pipeline. So even if someone is not clicking on your site, if you are coming up over and over and over again with like in those AI overviews, that’s going to build credibility, that’s going to build trust, that’s going to put your name at the top. Like, wow, if this place is showing up here, here and here, then that means they must be the best, right? That’s going to show that you have the authority, that you are the voice for that particular particular topic in your area. Okay? And get this, so I had mentioned that about the AI agents. So last month, open AI, they have, like a blog that they release, like the different features and AI agents are being rolled out. So right now, most people are using AI to help them create marketing content, whether that’s social media, captions, blog posts, you know, things like this,people that are a little more advanced, or maybe using it to help them analyze their numbers or to create spreadsheets, or using it to create. Create business plans a little more complex tasks.

 

What AI agents are able to do is to rationalize and do multiple tasks. So what you could say, what a patient or client could say to an AI agent is, you know what, I really want to get a facial. So can you search for a spa that’s not going to take me more than 20 minutes to drive to that has a star rating of 4.5 or higher, that has an appointment next Thursday between 12 and four that offers microneedling. And so the person the user is asking the AI agent to do the research for them and give them a list of solutions, of practices, of spas that have that that meet that criteria. So first of all, that’s crazy, right? But it’s not crazy.

 

It’s something that’s going to be here before we know what it is here. It’s a matter of how quickly are people adopting this way of search, how quickly are people utilizing the support of AI in these everyday tasks, right? And so how do we make sure that our spas are showing up in those searches from the agents? Well, this is where traditional SEO is going to be incredibly important, because the AI agents are going to find the sites that are optimized. This is having proper headings, having proper meta descriptions, having proper tags.

 

There’s all of writing clearly and concisely with deep context. It’s also looking at the sites that are updated regularly. So when you create a blog post on the back end, there’s a lot of things that happen with getting posted to directories or different ways that Google kind of itemizes how search is done. This is way out of my scope, right, which is why I hire an SEO company to handle all of these things for me and make sure that my site is optimized. But I want to make sure that all of those things are properly built so that when an AI agent is searching my site is going to come up. Okay, you can be the absolute best provider and get the best results. And if there’s not a way to find you online, you can get left behind.

 

So this is a really, really important piece of how people are going to find you and how you are going to attract new clients or get new clients or patients in this new world of AI, okay, now, of course, there’s always going to be word of mouth. Of course there’s going to be social but as content is easier and easier to make, and there’s a lower barrier to entry to have someone say, okay, yeah, you can, you can create a month worth of content in about an hour, more people will be doing it. And so there’s more and more competition, which is why, with our growth factor students, I’ve been talking so much about getting crystal clear on your ICA, on your ideal client avatar, so that we’re speaking directly to that person.

 

Okay, so let’s get a little more tactical here and talk about how you actually get featured in those AI overviews. So writing with clarity, so we want to make sure that we have short, 40 to 60 word answer blocks that are going to answer questions just like you would in the treatment room. We want to be kind, we want to be direct, we want to be knowledgeable that can really be helpful in getting you to rank. A great idea for a blog post might be top 10 questions I get asked as an esthetician, you could even do an individual blog post that goes in depth with each of those questions. And this is where you can optimize for SEO, and you can ask chat to do that, you know, create a blog post and optimize for SEO, if you are a speak to think person like me, and even if you’re not, if you’re in practice, you’ve been answering questions over and over and over again for your clients and patients. So there’s a there are some comments.

 

Questions, whether that’s about pre or post care contraindications. You know who think of the just list out like the 10 most common questions that you are getting about the different services, and you can hit the microphone in chat GBT, so if you’re opening up chatgpt, just hit the microphone and you can speak. You can just say.

 

You can even have someone ask you the question, then you can answer it while the dictate button is on. If that’s easier for you, that’s going to help you, number one, go faster, and number two, get your actual voice, like the way that you speak, so that chat can have an understanding of your tone, of your word choice, and you’re really training it on your style. Okay, there’s a gal in one of my mastermind groups, my networking groups that I’m in, and she on her morning walk every day is like having conversations with chatgpt to train chat on her style, on her tone, on her thoughts, to help her write content for her business.

 

So it’s important to have these short answer blocks or snippets within the blog post. But you don’t want just a bunch of content that’s really short content, not in depth. So we want to, we try, here at Addo esthetics, to always have our blog post be 1000 words or more. And I would absolutely recommend that for you as well. Okay, so start with just 10 blog posts with the most common questions that you are getting asked. Okay, again, contraindications, pre and post, treatment instructions, expected results, timelines, personal insights. Make sure that you’re not just listing the what, but the why.

 

Okay, all right, so here’s another little bit of information. This is something that we just started doing in the past month or so, but AI ranks from voices that it trusts, and so adding BIOS with credentials, especially on blog posts, is really important. So we have this little rectangle block at the bottom of every blog post that has a picture of me, and then it has my bio. And so we’re, we’re letting, we’re building trust, right, and saying, This is the author. This is the bio.

 

Here’s the content that was written. Okay, you want to make sure that you can link to Google reviews, that you are linking to other blog posts, that you’re linking to other case studies, to highlight the results of what it is. So if you have, let’s say that you have a before and after picture of a micro needling patient inside of your Instagram. You can include that inside of the blog post, like a link to your Instagram. You can directly put the picture there. And you could have a thing that says for more before and after pictures. Go and check out, you know, our Instagram here, or check out this page of our website for case studies.

 

So the more links that you have in there, the better. And make sure that you’re using language that mirrors the client’s questions. Okay, so they’re gonna say, How long does Botox last? Not? What are neurotoxin duration guidelines? And it’s important to note, like most people are calling neurotoxin Botox, so there’s a lot of brand names, right? There’s Botox, there’s Xeomin, there’s juvo, there’s disport, but most people are going to come in and say, Botox. Okay, so when we’re looking at that as a search term, then that that’s going to be the question that people are asking. So keep that in mind when you’re doing your SEO. Okay, all right, so this is going to be a shift, right? And we’re going to have to shift the different KPIs that we’re tracking. So in the past, we’re really looking at clicks, right? We want to get people to our website.

 

And right now, if we’re continually increasing our impressions, but people are not clicking as much, now we understand why. Okay, so we’re maybe not going to care about the clicks as much as we used to, but we’re going to care about how frequently we’re showing up, where we’re showing up, and I would really start to look at, how am I showing up in chat, and how am I showing up? Yeah, you know, that’s something that I would be asking my clients and patients, like, how many people found you through chat, GBT or through AI agents?

 

Okay, now, as I mentioned in the beginning, you’re going to have multiple lead sources, and we want to continue to have multiple lead sources, so there’s search, there’s social, whether that’s paid or organic, there’s word of mouth, there’s strategic partnerships. If you have a busy storefront, you can have foot traffic or walk ins. So we want to look at, we want to make sure that we have a diversified approach of getting new people in.

 

Now I want to just make sure that I’m adding a side note here, because it’s not always about getting new people in. We want to make sure that we are retaining our existing patient base or client base, that we are loving on them and letting them know that we value their business, and that’s a really important piece. It is so much easier to go deep with an existing patient that already knows likes and trusts you than it is to attract a new client, and it’s more expensive to attract a new client as well. However, we are losing approximately 20% of our patient base or client base every single year for reasons that have nothing to do with you.

 

People move people’s financial situations change. People start families, and, you know, maybe they’re they’re pregnant or nursing and can’t do some of the services that we offer. There’s a variety of reasons that someone would no longer come to your spa. So we have to plan on attracting 20% new patient base just to maintain right and that’s why I say that, if you’re 80% full, is full. So if you’re at 80% productivity on the schedule, you want to leave space for new people to get in. If you are 100% booked and you’re booked out for six weeks, and you’re feeling good about yourself because you’re booked out for six weeks.

 

Your business is slowly dying, because if somebody new is trying to get in, they’re not going to be able to get in within that two week time frame. It’s going to take them longer and they’re going to go somewhere else, and that is not a good thing. Okay? So we want to make sure that we have space to welcome new people. We want to make sure that we have multiple avenues that people are coming in from, and we want to have an understanding of how we’re going to attract that 20% new patient base to kind of maintain. And if we need to grow, affording to grow, then are we trying to attract 25% 30% what are we looking for in terms of growth for our business? So I’m a big fan of building your email list, making sure that we’re getting people on our email list that are potential clients and patients, not just people who have already come in to see us and nurturing them that way.

 

You obviously can be creating content on social, you can be creating content on YouTube, you can have a podcast, and all of those things combined are going to really help your online presence to come up more frequently in search. Okay? So remember, we are not fighting the algorithm. Here we are learning how to work with the algorithm, how to stay relevant, how to adapt our content, how to be clear and deep and strategic in the actions that we are taking so that we’re going to rise up and be the trusted experts that we are going to be the website, the business that chatgpt, that AI overviews, is going To pull from when they’re looking in the online space. Okay, so with all of these changes with AI, which, by the way, it’s every month or two, there’s something different.

 

So we you just have to learn how to be in that space where things are constantly evolving, constantly adapting, constantly changing. This is the beginning of a whole new way of life, of a whole new way of doing business. This is why for our growth factor elite program, we’re in the beta right now, but we actually are teaching this. Live every year, and we’re teaching it live every year with the intention to do it for the next five years or more as a live program, because we know that we’re gonna have to redo the content every year. We’re gonna have to update it to make sense with what is going on in business and what’s going on in the way that we are operating our businesses?

 

Okay, there’s going to be a lot of changes in the way that ads are done. There’s going to be a lot of changes in the way that social is done. There’s going to be a lot of changes, as we’re seeing right now, in the way that SEO is done. These don’t have to be bad things. These don’t have to be scary things. It’s it’s actually an opportunity for us to be creative and adapt and actually run far more profitable businesses. So I want you to be paying attention.

 

There’s never been a more important time for your company to have a CEO to really understand the shifts and changes and navigate your spa through these things, vitally, vitally important. Now I hope that I can be here to support you through this podcast, through the things that I’m learning. I by no means have it all figured out, but I am doing my best to stay on top of it and share everything that I’m learning with you. So thank you so much for listening. To keep this conversation going. I want you to head over to the spa marketing Made Easy Facebook group. Ask questions in there, comment in there. Let us know what’s working for you in there, and this is going to be an exciting, exciting couple of years in business.

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EP 445: Rising Costs, Shrinking Margins: Smart Strategies for Spa Owners Navigating Inflation

📢 Feeling squeezed by rising supply and payroll costs? You’re not alone. This week on Spa Marketing Made Easy, we unpack why inflation doesn’t have to be a crisis—it can be your spa’s turning point.

In this episode, you’ll learn how to:

  1. Know Your Numbers – Build clarity around cost-per-treatment, client acquisition cost, and annual spend-per-client to unlock decision-making power.
  2. Adjust Pricing Intentionally – Learn pricing psychology, expect some attrition, and replace lower-value clients with those who are aligned with your offerings.
  3. Leverage Memberships – Discover how $10K+ per month in recurring revenue gives you the cushion to lead as a CEO, not a provider.
  4. Cut Costs Without Cutting Experience – Audit expenses, simplify your service menu, and boost efficiency without losing your brand’s feel.
  5. Empower Your Team – Teach your staff to confidently use ai in different aspects of the business. 

💡 Bonus mindset shift: Reframe inflation as an invitation to become clearer, bolder, and more intentional in your leadership.

🎧 Don’t miss this episode if you’re ready to step into positioned leadership and grow even during economic uncertainty.

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ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

All right, my dears, welcome to the Spa Marketing Made Easy podcast.

I am Daniela, and today we are diving into a topic that I know is on your mind right now, and that is rising cost. So we actually put a poll inside of the Spa Marketing Made Easy Facebook group. If you’re not in there, go join in there. And we said, hey, what do you want us to do some content about? We’re looking at our editorial calendar, and this came up with the highest percent of votes. So how are we going to cut costs without cutting the experience? And we’re seeing right now from skincare to shipping fees to payroll, everything in between, everything that it takes to operate your business. Inflation is touching every single corner of our industry, and it’s not just our industry.

So normally, we will see brands increase prices sometimes, sometime between October and January, and that’s normal, right? You are expected to get a letter from your skincare vendor that says, hey, you know, here is the, you know, updated menu of or product listings and updated prices. It’s usually between two to 5% it is a small increase. And in fact, it’s actually a smart business move that you should be doing as well. All businesses should be increasing their prices by two to 5% every single year in order to keep up with inflation.

But what’s different about this year, this year, in just the past couple of months, and as I’m recording this, it’s mid July, and in the past couple of months, we have seen some pretty big brands increase their prices mid year. So this is because of inflation, this is because of tariffs, right? This is because of the supply chain issues. There’s a lot of things going on in our world where that’s causing these prices to go up. I’m curious if the prices are going to go up additionally in the normal time frame. So we’ll have to wait and see for that.

I know it can feel overwhelming, right? It feels like, Oh my gosh. I feel like I’m just constantly chasing expenses, but I’m afraid to raise prices because I don’t want to lose my clients, and it’s so much harder to get clients on the books these days, right? So I was actually on a coaching call last week with one of the gals in our growth factor beta program, and she had already increased her prices three times this year, and when we were looking at her number, she actually did need to increase her prices again. It was going to be really challenging for her to support her business without getting her prices to the place that they needed to be to cover her expenses. That’s hard, right? I’m not gonna be here and pretend like it’s easy.

There’s a lot of challenging things going on in this kind of constricting market, but my goal for you by the end of this episode is to have clarity and confidence on how you navigate this market and the changes that we are going through by making a few strategic shifts.

Now, before we get into that, if I could ask you just a little favor, this is a it is a challenging time, and I would be so incredibly grateful if you would share this episode with a friend in the aesthetic space, maybe that means sharing it in a group or forwarding an email to your SD bestie, this moment in time is huge, and the more that we can help and support one another, the better.

This is different than a recession or an economic downturn. Again, we’ve got inflation, we’ve got economic and geopolitical uncertainty. We’ve got major shifts in consumer spending. We’ve got AI advancements at such a rapid pace, it feels like once we learn something, it’s already something new coming out.

There’s a lot going on, but, and this is a big but, this is a huge opportunity. I want you to see that this is an opportunity for the spa CEOs who choose to streamline their operations, to lower their operating cost, to build deeper relationships with their clients and to incorporate AI into their businesses. Businesses will close. There’s no sugarcoating that businesses will close. Many already have, but the ones that make it through are going to be more efficient, more profitable. They’re really going to thrive, and I want that for you.

Okay, so let’s go ahead and dive in. All right, so the first thing that I want to talk. Talk about is knowing your numbers. That is just when we’re looking at pricing, there’s no way that you can choose the appropriate price without knowing your numbers. Guessing is not a pricing strategy, okay?

So this means knowing your cost of treatment, and I mean on a granular level. So we’ve got to understand the profitability of the service so that we can truly know, is this service? Does it make sense for me to offer this in my business? We’ve got to understand client acquisition cost. So how much did it cost me to bring that new client in? You know, it can be one price from social ads, you know, that type of getting a new client from there, it can be another price from SEO. It can be another price from client referrals. It can be another price from strategic partnerships.

So we really want to understand which lead flow source is giving me the most cost-effective  way to get new clients in the door that alone can be absolutely huge on where you focus your marketing. Okay, they’re going to help you. These KPIs, key performance indicators are going to help you to make data-based decisions. And data is the Language of Business. Okay, we’ve got to be able to speak that language to be able to understand what our business is trying to tell us. All right, that’s going to help you make decisions from a place of power and not from this place of panic.

All right, segment section number two is going to be adjusting our prices intentionally. So once you know your numbers, and we’ve gone through on a granular level, we have this document called the cost of treatment and profitability tracker that we share with our students, and it essentially goes through and it’ll be like two pairs of gloves cost this four cotton rounds, eight, four by fours, two pumps of cleanser, like it’s breaking down everything that you’re using, so that you understand the true consumable cost of that service.

Once we know that we have a strategy that a formula of this is what, this is where we need your pricing to be. If this is what it costs you, this is the margin we’re looking for. Okay? And so we have a actual formula that we also couple with the experience that you are providing, right? There’s, there’s more than just the consumable cost that goes into it.

And I know that raising your prices can feel really scary. You’re thinking, What if I lose clients? You probably will. Okay. You can expect to lose 10 to 20% of clients when you raise prices, depending on how significant the change is, it’s one thing to raise prices five bucks. It’s one thing to raise prices 50 bucks. It’s one thing to raise prices 100 bucks. Okay, but here’s something that the spa CEO sees when she lets go of the people who are not willing to pay a higher price, she is creating space for a higher level client.

Okay, so there are absolutely price shoppers out there. That’s fine. There’s chains that do a great job of accommodating them. They are not your competitors. You are a high touch owner, operated local business, not a chain or franchise, okay, you’ve created an experience that delivers results that help clients feel seen, heard and cared for, and that has value. Now I’m not, you know, knocking on the franchises. I think there’s absolutely a place for them. I don’t, I just, I don’t see them as your competition. It’s a different business model.

Okay, so don’t set your prices based on what their prices are. Don’t do the same offers as them. Do the thing that makes sense for you. Okay, so whether you’re updating your menu or introducing a membership, be intentional. Use strategic price points. So there’s a real psychology between behind ending in a nine or in a seven. Just Google why prices are always 99 or 97 and clearly command communicate the value that they are getting.

All right? And remember, if you have not raised your prices in the past year you are absorbing that cost of inflation, your profit margin is going down. So it is time for a change, my friend.

All right, next up, let’s talk about memberships. Okay, and this is something that I’ve actually kind of changed my tune to in the past year. So I used to suggest memberships. I’ve always suggested memberships, but I also felt that there were certain spas that could be fine without them, right? But after the past year, I really changed my approach, and I genuinely believe that all spas, all spas, should have a minimum 10k per month in recurring revenue coming in through memberships.

I just think you lead in a different way as the CEO. If at the start of the month you already know that you have $10,000 coming in, it helps you also to step into the role of CEO, which kind of breaks that cycle that a lot of the spa owners that we work with, I see them in.

So there’s this point, and I’ve talked about this point so many times before when I talk about spa managers, but if you are stuck somewhere between 25,000–30,000 or 35,000 per month, and you’ve just kind of been there for a while. I’m talking to you, okay? This is the point where you really need a spa manager. But you may still need to be developing your leadership skills. You may still need to have a deeper understanding of what it is that the CEO is actually doing.

I can’t tell you how many times I’ve heard incredible women, incredible successful women, but they are just so burnt out, and they’re saying, “I don’t feel like I’m working if I’m not in the room.” And that is a vicious and dangerous cycle to be in, okay, because you cannot lead your business from an overworked and overwhelmed place.

And a CEO is someone who is the visionary of the business, who’s looking five years out, who’s making the strategic decisions about where you want this business to go. Okay, we’re not in the business all day, every day, the CEO is working on the business. Really. Big distinction.

Okay, so memberships are really the starting point that allows that CEO that’s at the 25 to 35,000 per month, that you’re just kind of stuck there when you know that you have at least 10,000 a month coming in and recurring revenue, you can, you can kind of let your shoulders drop a little bit. You can breathe a little bit more, and maybe you start by taking a half day, even that you’re fully dedicated to CEO work, okay? And then eventually we’ll get you to one day and to two days and to three days, and really get you to start to understand what that role takes, and what it entails, and what activities you are going to be doing so that you can work on the business rather than in it.

Okay. Okay, here’s the deal, though. Memberships are only going to work if they are structured strategically, and so we’ve got to make sure that it makes sense in all of our messaging and where we’re positioning it, where we’re placing it, whether it is a front end membership or a back end membership.

So what I mean by that, if it’s a front end membership, it’s something that you’re leading with. You want everyone when they come into your spa, that’s the first thing that you’re going to be offering them or letting them know about. If it’s a back end membership — I see this a lot with, like, Face Reality accounts where they’re doing acne or acne boot camps, and they’re focusing specifically on, like, a customized package to help this individual get clear skin, and then they’re selling them a membership on the back end for maintenance.

Okay? So you’ve got to understand is this front end or back end? You’ve got to understand that your marketing needs to be front and center. Memberships are not a set it and forget it type of thing. You’ve got to be constantly talking about them, nurturing them. There’s a lot that goes into it.

Right? When it comes to the KPIs, we’ve got to understand churn rate. We’ve got to track your member behavior. We’ve got to make sure that we’re re-engaging your members before they cancel, which we understand through kind of our churn rate. When we’re tracking that, we create client journeys for our memberships. There’s all these little touches that really go a long way.

Okay, so let’s move on to the next section here, and that is talking about cutting costs without cutting the experience. So of course, we want to increase revenue, right? But we’ve also got to be really smart about reducing waste. So I want you to audit your expenses.

So are there any subscriptions that you are not using? Can you negotiate with your vendors? Are there opportunities where it would make sense for you to buy in bulk?

In the treatment room, I want you to simplify. Run reports and look at, you know, what are the 20% of services that are generating 80% of the revenue? You don’t need to have 30 different services on your menu. I want you to focus on what is profitable and easy to train your team on.

Okay? We want to look at ways to streamline without compromising the client’s experience, because ultimately, how they feel is incredibly important to their overall experience. They of course, want results, right? But we want to make sure that there’s this component of self-care and connection and relaxation, all while getting a really beautiful clinical result.

Okay, so I want to share a story with you about something that we did in our company over the past year, and I think that this can really help you to understand how to cut costs in a different way than just like how we would in a recession, which is what I just kind of shared.

Like, when we’re going through a recession, which historically happens every 10 to 12 years, if you’re in business long enough, you will go through one. And when we go through those moments, we’re refining our systems. We’re really analyzing what we’re going to spend our time on, what’s a nice to have versus a need to have, auditing all of the expenses, etc.

What we’re going through right now, or what we just did in the past year — because it was about a year ago that I really just dove kind of head first into the AI world and restructured a lot of our business — our company’s really gone through a lot of shifts and changes in the past year.

And one of the things that we really focused on were the softwares that we were using. And not just “Can I negotiate prices?” but “Is this the right software for me?”

And we used a software — we had been using a software called Ontraport — and it’s a really great funnel software. I don’t have anything bad to say about it, but we started using it about eight years ago, and at the time, that was the best thing on the market. That was the best thing available to us. And we were kind of following the philosophy of, if it’s not broke, don’t fix it, right? And so we wanted to just leave it there, because, as you know, if you’ve ever switched softwares, you understand the pain factor that goes into that, right? Like, there’s a lot, it’s a big project to kind of add in.

So we were just focusing on creating our content and working with our clients, and, you know, all of that type of stuff. And we hadn’t really done a deep dive into the softwares we were using and why we were using them. So over the course of the past year, I have researched other companies. I’ve looked at the companies that we are working with. I made sure that we were on the appropriate plans for all of the softwares that we actually were using.

We call this like our tech stack, and went through and I changed softwares. We got rid of Ontraport and found something better that was a 10th of the cost that actually has probably 10 times the bells and whistles of what we’re capable to do and how to do it in a really easy manner.

We adapted our Monday boards — we’re big fans of monday.com as our project management software — but we were able to use them in a more efficient way. We got rid of a podcast software that we use called Podscribe. We got rid of our social schedulers, and we’re scheduling directly in the platform.

There’s a lot of different things that we did that, all in all, ended up saving about $10,000 a year by going through and doing that. $10,000 a year. That is huge.

And I’ve been actually talking to our Growth Factor students about this McKinsey report. A lot of you, if you’re in Growth Factor, I’m sorry. I’m sorry, I’m going to talk about it again, but I read this report by McKinsey, and McKinsey is one of the big three consulting firms, if you’re not familiar with who they are, but they put out this report, and it was about AI integration into the world in general, into small businesses.

And so it was saying that in 2023 about 25% of companies had adopted AI into their operations. And by 2026, 40 to 45% of small businesses will have adopted AI into their businesses, and those 40 to 45% of people will reduce their administrative and HR time by 20 to 30%.

So because we are automating tasks or having AI agents do those tasks for us, we’re able to get 20 to 30% of our time back. Now, the other piece here is that we’re actually able additionally to reduce payroll cost by 25% — those who are incorporating AI.

How do you do that? Well, look at your marketing teams. Look at — you know — unfortunately the marketing industry, there’s a lot of people that will be out of work unless they adapt, right? Because you have to understand how to use AI. But AI can write your social posts for you. They can write your email nurture sequences. They can write your landing page copy. They can do all of these things for you.

So if you’re a spa that’s paying $1500, $2500, $3500 a month for a marketing company, you can get rid of that expense if you know how to use AI appropriately. And that can be huge when we’re looking at month over month over month.

Okay, so when we’re looking at cutting costs, yes, absolutely. You can look at your back bar. You can look at — I know a lot of people that are doing some of the specialty facials, like HydraFacial practices will actually incorporate the boosters. And those boosters, it’s not like a one size fits all. You can’t just put one booster. There has to be like a clear understanding. There has to be a clear price point for those because some of those boosters are very expensive, and it’s fine to use them if there’s an additional upcharge, but if you’re incorporating that into the consumable cost of treatment, man, that’s gonna bite you in the butt.

Okay, so empowering your team. One of the things that we also did in the past — well, I would like to say in the past year, but this was actually a growth opportunity for me. So I realized that I had been diving in to AI in a huge way. And I’d been telling my team, “Yeah, use AI. Use AI for this,” but I wasn’t teaching them how to use it in the same way that I was using it.

And that became clear actually earlier in this year, and I realized that, and I said, “Okay, no, I’m gonna teach my team how I’m using it so that they can feel empowered.” And by doing this, like our goal across the board, I’m expecting 5x productivity from everybody on my team, including myself, because we have the support of AI.

So if you’re going to — and this is something also that’s very, very powerful — your front desk can now be your marketing person, right? If they know how to use AI, if you put the time in to create custom chatbots, it’s as simple as copy and paste, right? I mean, that can be a whole other episode, but there’s just some really, really incredible things that you can do with AI and with these agents that we’re seeing.

Okay? I want you to reframe inflation as an opportunity. Okay? And this is a mindset shift. This really is. Inflation is an invitation to be clearer, to be bolder, to show up for your clients in a more intentional way. It’s an invitation. It’s a gift to help you really become a foundationally stronger, a fundamentally stronger business, a better leader, a better communicator.

There’s — you know that quote, “The only constant is change” — and in entrepreneurship, we’re always having to change and adapt to what the market is telling us, right? Client behavior is changing, so we have to adapt to that. Really focus on streamlining, on refining, on shifting or pivoting, if that’s what you need to do to make sure that you are focusing on the relationship, the needs of your clients, okay? That is going to be hugely, hugely important.

All right, so that is it for today’s episode. I hope you enjoyed it. I hope you got some like, “Aha” moments, some ideas of things that you can start to implement in your business.

Let me just do a quick recap here. I’m just gonna check my notes real quick. So we started off with knowing your numbers, and specifically spoke about cost of treatment, the client acquisition cost, and the average spend that your client does per year. Those are going to be really important KPIs.

We want you to adjust your pricing intentionally based off of those numbers that you caught for yourself.

We want you to really leverage memberships and understand how to incorporate memberships into your spa.

We want you to incorporate AI into not only your administrative HR, even with your numbers — really incorporating AI into those operational aspects of your business, and also empower your team to incorporate AI, but make sure that you’re teaching them how to use it in the same way that you are.

And then mindset is — reframe inflation as an opportunity. Okay? Mindset is such a huge, huge, huge thing.

There are still clients spending money. I know several spas that are having the best year that they have had. Okay? Clients are just spending more intentionally, more carefully.

All right, so just make sure that you’re positioning yourself as someone who wants to build a relationship with them, who wants to serve them in a beautiful way.

All right, so that is it for today. Please share this episode with a friend, and I appreciate you so, so much. I’ll catch you on the next episode.

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EP 444: AI Is Coming for Your Spa (In the Best Way): How to Use ChatGPT to Attract Ideal Clients

 AI isn’t just the future – it’s your new business advantage.

In this episode of Spa Marketing Made Easy, Daniela breaks down how spa owners can use ChatGPT to go beyond generic marketing – and start creating messaging that attracts their dream clients.

Using real prompts and case study examples, she’ll walk you through how to define your ICA with clarity, build emotionally driven content, and set up ChatGPT to become your strategic partner in growth.

What you’ll learn:

  • Real stats showing AI’s growing role in small business success
  • Why old-school ICA templates no longer cut it – and what to do instead
  • How to build a personality-rich client avatar with ChatGPT
  • The prompts to use for Instagram captions, website copy, and service descriptions
  • Why ideal client clarity reduces refund rates and attracts better-fit clients

Tune in to make your marketing smarter, more soulful – and way less time-consuming.

Resources Mentioned in Episode #444:  AI Is Coming for Your Spa (In the Best Way): How to Use ChatGPT to Attract Ideal Clients

  • Download the freebie – 26 ChatGPT Prompts for Spa
  • McKinsey Report

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IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Welcome to Spa Marketing Made Easy. Whether you are a long time listener or it’s your first time joining us, I am so happy that you are here. So we have been doing this show for seven years now. I can’t even believe that there’s so much content. We’ve got over 400 you know, plus episodes. If you search through the archives, it’s, you know, a treasure trove of content.

But in the past year, well, really, I mean, really accelerated in the past six months, things have been changing so much with AI that I feel like we are just reinventing how we do business every two months. So as a business owner, it’s a lot to feel like you’ve got to learn one more thing. And when I’m on coaching calls with our clients, I’ll have people, you know, occasionally I’ll still have people say, What’s chatgpt, but most people are just starting to get curious about how others are actually incorporating it into their business.

Maybe they’ve asked it to create some social captions, maybe they’ve used it to create some images, but they haven’t really dipped their toe into it to have an understanding of how drastically this can and will shift the way that we do business.

So listen to this. I was putting together some content for our growth factor elite students. So we are running the beta program right now. So we actually we’ve run growth factor growth factor framework for several years now. We have a huge amount of success. If you want to see any of our stories, just go to the success stories page on our website, and you can read, you know, tons of case studies of people that have gone through.

So this is a really successful program, and we closed it down in 2024 at the end of 2024 and one of the big reasons that we needed to close it down was because we had to make an enormous amount of updates, because that program was designed for the old way of doing business, and now with ai, ai is being infused into the way that we’re doing social media, the way that we are marketing, how we’re doing HR, how we’re onboarding our employees.

I mean, there’s so many pieces that is being incorporated into even the way we lead as CEOs, even the way that we’re structuring our companies, the roles that we’re hiring for. It’s completely different. So we made the decision to close down growth factor in that iteration. Pour, you know, dive into the trenches to learn about AI and how to best utilize it like specific to the spa industry. And we put together what I believe is some really, really great content. We’re going through the beta version right now, and we’re going to relaunch, you know, after we make our updates and get the feedback from the beta group.

But I was putting together a training and for one of our kickoff calls, and it was talking about AI, so I was reading through this report that McKinsey put out, and McKinsey is one of the big three consulting firms. They work with the they’ve worked with 90 of the 100 the top Fortune 100 companies. So, like, they’re a big deal, and they put out this report, and I’ll make sure that I link it up below this episode, so you can read it yourself, if you’d like to.

But they put out a report that says, By 2026, 40 to 45% of small businesses will be incorporating AI into that small business. So what does that mean? Well, those businesses that are incorporating AI are going to experience a 20 to 30% reduction in administrative work, so they’re going to save a lot of time. Okay, those same businesses are also going to receive a 25% reduction in payroll, especially in support and marketing.

Okay, so that is going to be money, so we’re saving time and we’re saving money, and small businesses using AI are growing revenue 2.5 times faster than non adapters. Okay, this is huge. I want you to let that sink in. Okay, the 40 to 45% of small businesses that will be using AI by 2026 will grow revenue 2.5 times faster than those. Who are not okay. Unbelievable, guys. This is like, you’ve got the crystal ball here to see what is going to happen, right? You? You know in advance, like this is a big deal.

So AI has been on my radar for quite some time. I have been testing and trying different software. Some of them are awful. Some of them are great. You know that I’m like, Why is this not easy? Like some of these content creator ones? I’m like, Okay, I personally have just decided to go deep with chat GPT. And yes, I’ve tried a lot of different tools, but I feel like I’ve gotten the best result going deep with chat GPT. So just kind of like a side note there.

Okay, so I have been really trying to incorporate and train and create custom chats and and look at all of these different ways that we can incorporate it into our business. And today, the topic of this episode, I want to talk to you, how about how to use chat GPT specifically to dial in your ideal client avatar, to really hone in on your messaging and attract more of your ideal client to get more bookings.

Okay, so when you’re learning about AI, when you’re incorporating this into your business, it’s part tutorial and it’s part mindset, okay, so it’s like, there’s a lot going on there, right? We’ve got to just have the the openness to be able to even conceptualize how quickly things are moving, like side note, cyber cabs are just like they are just being tested in Austin, Texas, so they’re model Y Teslas that are autonomous vehicles.

So they’re not, they have no driver. They’re driving, you know, self driving cars, and they’re being tested right now in Austin. And I was listening to a podcast The Diary of a CEO, Stephen Bartlett. Love that podcast, by the way, and there was a woman on there who is an investor, and she was talking about, in the next 10 years, cyber cabs are going to be all across the country, and it’s going to be a very normal thing to have cars driving without people.

And we’re already seeing it. My cousin works for a company that does semi trucks, like trucking that drives without people. So this is something that just seems so far off. I mean, it seems like totally Back to the Future, but it’s coming, and it’s coming fast, and we’re gonna get there before we realize it and be like, Wow, we are living in such an incredible and exciting time, and it’s also scary, right? Because change can be scary, but really, it doesn’t have to be, okay, it doesn’t have to be it’s just we as humans don’t like uncertainty and unpredictability, all right.

So know that going into AI in general and learning about it, you’ve got to learn the skill, because the tool is only as good as the person using the tool, right? Okay, so when I’m talking with our coaching clients, with our growth factor elite or growth factor fundamentals, whatever group I’m talking with, I’ll say Who’s your ideal client.

And it’s not just like, well, I want someone that shows up on time and pays on time and respects my boundaries and buys the products that I recommend and leaves me five star reviews. Okay, yes, we all want that. Everybody wants that. But the important piece is that we’ve got to get so clear on who our person is, like on a granular level.

And I actually, I have a 30 page document that might be a little type A excessive, but like, I really wanted to, like, hone in on who this person is, okay, and I use chat to help me create it. And one of the things that I did was really think of this one person in my mind. So I have, I have a client that I’ve worked with for several years now. I adore her as a human I adore her as a client.

She’s funny. She’s total action taker. She’s got a million dollar spa. She’s got kids about the same age as my kids. And so when I was going through this process, I was thinking. About her. And I was thinking about the exact words that she has said to me, the exact questions that she brings up on calls.

I was thinking about all of these things, and I was inputting that into chat of like, my ideal client thinks this, my ideal client asks this to really train it. Now, how many spas out there will have an ideal client that’s 35 to 55 year old woman with a discretionary income of 100,000 or more? Okay, that’s how we used to do it, right?

And that’s just not good enough anymore. Okay, so it’s a good start. It’s a good start, but we’ve got to evolve and go deeper. Okay, so when you know your ideal client inside and out, how she talks, what she’s struggling with, what she really wants, not just in a business sense, but in her life, you can speak directly to her heart and to her soul, and that is what is going to move people to book.

Okay, so the exciting part is, you don’t have to create a 30 page document yourself. You don’t even need to pay to create a 30 page document. Like, let’s just stick with one that gets really, really granular, and I’m going to walk you through how to use ChatGPT to do this.

 

Now, if you we have a resource that we created, a free resource, and we’re constantly adding to it that has all of these prompts for spa owners to use in their business. And so if you want that document, make sure that you comment chat and you know, below this video over on Instagram, we’ll pin it up up in the top. So go to our Instagram, like our page, please. That would be so lovely. And then just comment chat and you can get that resource. We’ll DM it directly to you.

Okay, all right, so let’s walk through how to really define your ideal client with chatgpt. So the first prompt is going to be, help me define my ideal client avatar I offer, and you’re going to insert the services that you offer. And my clients are mostly this age range. They live in this location type, and they struggle with these particular skin issues. I want to work with clients who value, you know, and insert the things that you value.

Now, think about that one person and write the responses that she would answer. Okay, this is going to give you your starting point. All right. Chat. GBT is going to help you describe her lifestyle, her values, her goals and detail. Okay, chat. GPT is going to find your blind spots.

Now we want to take it a step further. Okay, so what are some of the common emotional pain points and desires for this type of client? What might she be thinking before she books a treatment? Is she going to be feeling guilty that she’s taking time away from her kids, or that she’s spending money on herself. We want to really identify what these things are, okay? And these side note, these types of emotions. This is gold for your social media, okay?

This is going to really connect with your person and be like she is so inside of my head, okay, you’re gonna use this for your website. You’re gonna use this for email subject lines as well. All right, then, once you know your ideal client’s fears, dreams, objections, you can use prompts like write a compelling service description for my anti aging facial that speaks directly to a woman in her 40s who feels like her skin is aging faster than she is.

Create five Instagram captions that connect with busy working moms who want results from their treatment but feel guilty about self care, right? So those are the types of things. Now here’s like a pro tip with chatgpt before I’m starting any message, I always say you are an expert copywriter for my million dollar spa. I would like you to write five social media captions that invoke curiosity or have hooks, or, you know, whatever the the piece is that you’re going for around this topic.

Do you understand, is that clear? Do you have any questions to ask me before moving forward? So I’m always asking those particular things, and I also I have a document that’s just a Google Doc, and it’s chatgpt, and I have my bio, I have my website, I have our ideal client, and so oftentimes I will just copy and paste. We are writing Instagram captions for so instead of like in here, we put, you know, busy working moms.

Because I would say, here’s the profile of my ideal client avatar. This is who we’re writing for, and I’m just copying and pasting right? So it makes it a lot easier. Okay? Now remember that you are not for everyone, and that’s okay. And when you’re a people pleaser and like, hello, I don’t think I’ve ever met a woman that hasn’t dealt with people pleasing at some point in her life.

Okay, we can move past it. We can we can deal with it, but there’s a part of us that still has those people pleasing tendencies, and so it’s going to be hard when people don’t align with your message, or you put yourself out there and you get some nasty comments, or people unsubscribe, or whatever it may be, it’s okay, bless and release. You are creating space for your person, she is out there.

Okay, so remember that you are building a premium, boutique brand, and nobody can compete with you, because you are the only you on this planet. Okay, we are now competing with relationships. We are competing we’re creating relationships with our clients, that is the thing, the community, right? It’s such an important thing to remember.

So AI can help you find your voice, but you need to be the driver of this incredible tool. You’re the strategist, you’re the heart. You are the brand. Okay? So let chatgpt be your partner. Let them be your assistant, but ultimately you are still the boss.

All right, okay, so let’s go what is the next step into booking? All right, so when you dial in your ICA, your ideal client avatar, you clarify your messaging. Here’s what’s going to happen. You’re going to stop getting price shoppers, and you’re going to attract your ideal client. You’re going to fill your clients. Fill your books with clients who rebook.

You’re going to fill your client, fill your books with clients who leave you five star reviews, who refer their friends for you, and that is how you grow sustainably. You know, a good example, when I started this podcast seven years ago, which we brought up at the beginning of this episode, one of the things that we noticed in our business, more than anything, was that our refund rate went way down, way down, and I deeply believe that it was because I was putting myself out here, and it was allowing the listener to understand if I am the right coach or consultant for them.

So when they understand who I am, what I’m about, what my teaching style is, which is, I don’t want people with a victim mentality, okay? I want action takers. That’s really important to me. Action takers. I love systems, I love spreadsheets, I love numbers. I love data, right? I also sometimes can give a little bit of tough love.

I have a reputation of making people cry in a good way, in a good way, but it’s, it’s one of those things that, like, my job is to get you results, and so you’re not hiring me to be your friend. You’re hiring me to help you get results. Okay, so when we’re going through the process, I’m going to push you.

And some people don’t like that, and that’s okay. That is okay. And you need to take that attitude for yourself, that this is your philosophy, this is the brand that you’re creating, and this is the type of client that you’re going to attract. The brand that does everything is the brand that does nothing.

Okay, so here’s what I want you to do. I want you to take action. Go to our Instagram, find that post. We’re going to pin it up there in the top. Go to our profile, follow us if you haven’t already, and then comment chat below that reel, and we will send you our list of prompts for chat GBT, that you can put in and build your ideal client avatar yourself, with your voice, with your brand, training your own chatgpt, this is going to be life changing.

I want you to be one of those 40 to 45% of small businesses that are incorporating AI, that are getting their time back, that are saving on payroll and that are growing two times. 2.5 times faster than non adapters. Okay, I want that for you all right.

So thank you guys so much for listening. Thank you for going on this AI journey with me. Please share this episode with a friend, and I will catch you on the next one.

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EP 443: $30K Months from Memberships? The Spa Revenue Strategy You’re Not Using (Yet)

Tired of starting every month at $0? Memberships change the game.

This episode explores how to build predictable, recurring revenue in your spa through membership models that make sense for your team, your services, and your clients.

Whether it’s $99/month or a full membership suite, Daniela explains how memberships lead to consistent revenue, better client results, and less stress for spa owners.

What you’ll learn during this episode:

  • The difference between monthly, annual, and “bank-style” membership models
  • Why being booked out isn’t the same as being profitable
  • The psychology behind recurring revenue – and why clients love it too
  • How to structure a “Founding Member” offer and build $30K/month memberships in 12 months
  • Tips for client journey mapping, agreements, tracking, and sustainability

Don’t miss this if you’re looking to scale sustainably, confidently, and without burnout.

Download the FREE Spa Membership Best Practices Guide

Resources Mentioned in Episode #443: $30K Months from Memberships? The Spa Revenue Strategy You’re Not Using (Yet)

  • Membership Best Practices Guide

Subscribe on Spotify Subscribe on Apple Podcasts Subscribe on YouTube

Join the free Spa Marketing Made Easy Podcast Community

Subscribe to Our Newsletter

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IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

All right, welcome back to another episode of the Spa Marketing Made Easy podcast. I am your host, Daniela, and today we are diving into a topic that I feel incredibly passionate about, and that is spa memberships. Now I guess I should clarify here that I feel incredibly passionate about recurring revenue in your business, and the most direct path for recurring revenue in a spa is through membership.

Now, not just any membership, right, but the kind that actually helps you to create predictable, sustainable revenue in your business. And, I mean, just imagine checking your account. It’s the first of the month, right? You’re you’re logging into your booking software, you’re checking your account, and there’s already enough revenue in there to cover your, no kidding, expenses for the business for the entire month. I mean, talk about life changing, right? Like the level of stress goes down, the the ability to lead our businesses from a grounded place, instead of from a fear place, that when there’s lack or scarcity of money, then that fear can bubble up and scenarios.

Anybody that’s watching this video, you can see my dogs just laying in the background. It’s so hot today, and they are not gonna go anywhere but beside me. So there they are.

Okay, so I’m back to the show. So whether you’re a solo provider, whether you have a team, if you are not already leveraging memberships in your spa, you are leaving a massive amount of money on the table. Okay, so my goal for this episode is to help you see why I believe that every single spa should strive to have a minimum, at minimum, $10,000 in recurring revenue from memberships every single month.

Now, of course, you can go more than that. We have Growth Factor clients who have three, 400 members, and that’s an amazing place to be. But let’s set a goal of hitting 10,000 in recurring revenue as a starting point. Okay, so this one decision can help your leadership so much it can help you step into that role without feeling like you’re constantly having to be out there hustling to get that revenue in, you can step into the role of Spa CEO with confidence and with clarity.

So let’s talk about why memberships are essential. And according to Citibank, 82% of businesses are adopting subscription models because it allows them to really have stability, right? It can have stability in business when so many things are unpredictable, and as humans, we are not fans of uncertainty. Okay, so there’s got to be something to it. If we’re seeing 82% of businesses are adopting this model. Okay? So there’s a trend there. There’s a reason that that’s happening.

But it’s more than just numbers. Okay, it’s more than just like that peace of mind that you as the founder and CEO have. It’s actually giving you the ability to plan what you want to do in your business. It’s giving you the ability to hire, to invest in new devices, to actually go and do that training, go to that show that you wanted to go to take a real vacation with your family, you know, and you’re not going to have to worry about where the revenue is going to come from. If you’re going to be gone for a week, it’s coming from your membership.

That’s how we build a business around the life that we want to live, right? We want to relieve ourselves of these stress stressors. But memberships like yes, the revenue is amazing. The peace of mind is amazing. What it allows us to do is amazing. But they also build community with your clients, they build consistency and predictability and brand loyalty. So when your clients are on a membership, they’re going to come in more often, they’re going to stay longer, they’re going to spend more because they feel that they belong, right?

They’re in a community we are selling so much more than clear skin, right? We’re selling confidence. We’re selling a sense of belonging. We’re selling self care, right? There’s so much more than that, okay? But what I hear, and I actually just last week, had somebody ask me this question. I. I said I don’t want to do a membership. It’s not I’m not thinking about it at all, because I’m already booked out, and if I do a membership, I’m going to lose money.

Okay, okay, let’s have some real talk here. Though, if you are booked out more than six weeks in advance, you probably are under charging. Okay, I’m going to say that again. If you are booked out more than six weeks in advance, I know that feels good for your ego. I know that that gives you predictability, but my guess is that you are seriously undercharging for what it is that you’re offering.

Okay, you can increase your prices create more space on your schedule. Yes, you’re going to lose people when you increase your prices? Yes, I understand that our current state of the economy makes it very scary to increase prices, but we need to look at our numbers and understand like, are you priced at a point where you can actually be profitable, or you just on a slow roll to just burning yourself out with exhaustion. So really, really important to look at that piece there.

Okay, being booked out does not equal profitability, okay? So there’s two different types of memberships, all right? And so when we’re talking about memberships, I break them down to an annual model and a monthly model. And actually, there’s a third type that I’m going to talk about. I’m not a huge fan of it, but it’s, it’s out there, and so I’m going to talk about it too.

So the annual model, I call it the Costco style, right? This is where you pay a flat fee and you’re going to get access to discounts. So think about like Costco. You pay your membership fee 55 or 95 bucks, or however much Costco costs for a year, and then you can go in and you have the privilege of shopping there and getting, you know, enormous amounts of items at a discounted price. So for spa, what we’re looking at is you’re going to pay your annual fee, which is usually 199 something like that, and then you have a member price that you’re going to get throughout the year.

Now I typically recommend this model for solo providers, people that are just starting out with membership, that maybe don’t have the bandwidth to deal with the administrative pieces of a monthly membership. And so it’s administratively it’s a lot easier, right? They pay the one time fee. You add a tag in there if they’re a member or not, and then they get this pricing or this pricing. It’s very simple.

The cons to that method is that and think about how frequently you go to Costco. So I’ve had a Costco membership for years. However, I go to Costco maybe twice a year. Okay, it’s not like my initial place where I’m always gonna go do my grocery shopping. There’s certain things that I get there, but then I have a membership at a Thai massage place. I love Thai massage. The place that I go to is amazing, and it’s a monthly membership, and I go every single month, because if I don’t go, I’m paying for it every single month, right?

So that is making me go there every single month, and I’m getting the benefit of feeling relaxed in my body. I feel like I’m taking care of my body. I feel like I’m stretching my body. It’s always a really great reset, so I’m going and doing that every single month. If I were paying for my Costco membership every single month, I probably would shop at Costco more. But it’s not front of mind. I’m not seeing that charge go through every single month, right?

So let’s talk about the monthly model here. Okay, and this is my favorite. So the monthly model is about consistent engagement and predictable cash flow. So this is the model where you’re offering, you know, 199 a month, something like that. It’s usually anywhere between 99 to 199 is what I’m seeing as a price point. And for that they’re going to receive, you know, one or two services, so it can be a facial or chemical peel.

Every single month, they get to pick what it is. And then, in addition, they’re going to have, you know, a certain amount off of upgrades, or they’re going to have a percentage discount off of retail. They’re going to get invited to members only events, if you are a medical spa, or Med Spa light, as I like to call the such a difference in med spas, right? There’s like the big, you know, DERM offices, and then there’s the practices that only want to do, dermaplanes. Micro needling.

But because of scope of practice laws, they’re technically a med spa. So I kind of call those Med Spa lights, but I digress. So if I’m looking at like, if I have a medical service, I may have a certain amount off of a medical service included in my membership, and we see this also with an actual Med Spa. Not that they’re not, but like a more traditional Med Spa that’s offering injectables and maybe energy based devices, they may have a unit price of talks.

So if you’re doing esthetic services, you have estheticians doing facials and chemical pills, and then you have nurses doing injections and energy based devices. You may sell the membership, and they’re going to get a facial every single month, right? It’s focused on the maintenance portion, but they additionally are going to get a per unit cost of talks, and they’re also going to get X percent off of energy based devices. So you’re really promoting cross selling between the different departments of the practice and the membership is the thing that keeps them coming in month after month after month.

Okay, so I and let me just tell the third model as well. So I do see this

. This is kind of like your spa bucks account or your cash account, where a lot of practices will do $99 a month, and then that just goes into your bank, and then you can use your bank on whatever you want. The reason that I’m not a huge fan of that one, and listen, just because I’m not a huge fan doesn’t mean that it’s not going to work for your practice.

There’s a lot of practices that this works really well, so I’m giving you my advice and my experience, but you have to take that and apply it to your business and your demographic of who you’re serving, okay? But the reason that I’m not a huge fan of it is because I don’t think it does a great job of creating that relationship piece.

They’re yes, they’re paying their $99 to put in their bank every single month. However, especially talks, patients are coming in every three months and just emptying their bank, but they’re not going and doing the other services in your practice. And we know that for patients to get the very best results, they’ve got to be on good home care. They’ve got to be doing maintenance treatments look like neurotoxin is not going to save your life, right?

Like, if that can’t be the only thing that you’re going to do, you’ve got to address your skin concerns with a variety of different treatments and services. Okay? And so I do see that very often now, unless you’re just an incredible marketer and have an incredible client journey where you’re cross promoting and getting people to do different services, I think that the safest, most predictable, most profitable membership model is the monthly model.

Okay, so how do we get people in in the first place? I love having a founding members promo. Okay, and here’s the deal, like I have for the past 20 years been in the spa industry, and anything that I’ve done with marketing, I love looking at what other businesses are doing outside of our industry. I love looking at my own behavior. What gets me to actually purchase something and then saying, Okay, how can I apply that to spa? How can I get that into like, how could I apply that into a model that would make sense.

So this model the founding members at, you know, the first 100 members get 99 for life. If you’ve ever been to a Pure Barre, that’s their promo, right? Anytime they open a new franchise, that’s what they do. The first 100 members, you get 99 for life. And that is something that. And I think their regular price for the Unlimited is somewhere between 179 to 199 something like that. And so it’s very similar to the type of membership that we are offering in the esthetics industry.

And so having that 99 for life, that’s a huge savings. You’re not going to want to let that go, right? And so starting out with that, just those first 100 members, that’s going to get you your 10,000 in recurring revenue. I mean, how amazing is that? Think about the amount of money you’re going to be spending on marketing. It’s going to lower, right? Think about your promos. Not going to have to come up with a new promo every single month your membership is the promo.

That’s it for memberships to be successful, the promo every single month is the membership. You can highlight different pieces of it. You can have a members only event. You can do different things, but it all goes back to the membership. Okay? So it’s going to make your marketing efforts so much easier. Your monthly perks, like you’re always just going to love on your members so much. You want to do events, you want to have exclusive offers, you want to do things that’s going to make it fun and exciting and engaging.

Because remember, part of the benefit, whether it’s understood or not, is feeling like they are part of a community. Okay? People are craving community in such a deep way. Guys, it’s been a rough couple of years for business. We went from COVID to natural disasters left and right, to inflation to, you know, uncertainty with an election year to uncertainty with global conflicts. There’s so many different pieces going on in business that are much more complex than what we’ve been going through previous to these past five years.

So give yourself a pat on the back. Give yourself some credit. Be really proud of yourself for being where you’re at, because this has been a really challenging time, and it’s important to acknowledge that, and it’s also important to celebrate how far that you’ve come. But because of those things, whether you’re in business or not, there’s been a deepening for the desire to have community, to belong.

And people find that oftentimes, women in particular, going to a spa for self care. But if you’re like, you know, my kids are five and eight, and it’s just a busy time, right? So the people that I’m hanging out with socially are also other parents. Well, when I go to the spa, if I’m going to a party there and some type of or members only event, I’m going to have the opportunity to connect with other like minded women.

Maybe they’re moms, maybe they’re not, but I’m gonna talk about me instead of, you know, talking about my kids or talking about their school or whatever it is, right? It’s a different level of fulfillment and belonging and feeling like you’re an adult. You’re giving that to people in your practice, whether you realize it or not. And so there’s so many different benefits here.

Okay, so let’s talk about what this means for you as a CEO, and how having that minimum of 10,000 in recurring revenue. And by the way, I, you know, I love doing some calculations here. So I was doing some calculations on my notebook before this call, before I started recording. And if you do 50 founding members at 99 so 99 for life, right?

You You’re calling your existing like active clients. You’re getting your really VIPs that are big supporters of your brand. Those are gonna be your founding members. Okay, let’s say that you choose to open 50 spots for your founding members at 99 okay? If you get 11 members per month for the next year, 11 guys, right? You’re typically open 20 to 25 days a month.

So if you get 11 people a month, which is not a really, you know moonshot goal. By the end of the year, if you are able to retain those people, you will have 176 members, and you will be generating 30,000 a month in recurring revenue. Imagine how that would feel. Imagine how you would operate your business. Imagine where else you could go, or what else you could do, or the life that you could live with 30,000 a month in recurring revenue.

And it’s really not that far off. It’s staying focused on one thing. All your marketing efforts go towards the membership. All your client journey goes towards the membership, all your new patients, you’re talking to them about the membership. When you have that relationship, remember, it is 50% easier to retain a client than to attract a new one.

So by doing that, you. It actually gives you the time and space to think. Gives you the time and space to plan. It allows you to pay yourself without flipping out. It allows you to make strategic hires and know that you know where their salary is coming from. Okay, so you’re not starting at zero every single month that’s stressful, that’s creating anxiety, right? That’s creating this, like, lack of boundaries, right? Because you’ve got to make sure that you’re getting everything done.

So it’s really, really important to look at and understand what is possible with a membership. Now I’m giving you just a high level view. I don’t want it to sound like it’s gonna be all rainbows and unicorns, right? There’s a lot of tracking that needs to happen. There’s client journeys that you need to create. There’s administrative pieces that go to it. You’ve got to make sure that you have member agreements.

You’ve got to be able to understand your policies if someone wants to cancel, or if someone, if you live in a place that is, you know seasonal, that people are not there in the summer or not there in the winter, or whatever it may be so there’s, there’s pieces that go into it. So I don’t want it to be like, Oh, here’s my magical solution. It takes work, but it is worth it.

Okay? So I want to encourage you that if you are not offering memberships, really consider it okay. This is the time and ask yourself, like, if you already have a membership, is it optimized? Is it growing? Is it giving you peace of mind? And if it’s not, what are you going to do about it? Right? Because this is going to be the focus. Make this the focus, make this the goal, Make this your critical number for the next year.

And goal number one, cover your No kidding, expenses through your membership revenue. Okay. Goal number two, inch it up and inch it up and inch it up, all right, to whatever is going to be necessary for the life that you want to live.

All right, now we do have a Membership Best Practices Guide. We’re going to link that up. If you have not downloaded that already, go ahead and just comment memberships if you see this on social or we’ll have a link in the show notes for you to be able to download our Membership Best Practices Guide. It can give you this in summary, it can give you a checklist of some different things that you need to do to evaluate your membership and understand what is right for you?

Okay, so get out there. Focus on those memberships, and I can’t wait to hear about your success. 

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EP 442: The Retail Reversal: A Smart Way to Boost Spa Revenue

Stop treating retail like “just a markup.” It’s time to build retail into your spa’s growth strategy.

This episode dives into the Retail Reversal: a clever way to reward retail purchases (e.g. “Spend $200, get a free peel”) – driving reorders, loyalty, and revenue.

Learn why investing strategically in retail means more services, better outcomes, and a healthier bottom line.


What you’ll learn during this episode:

  • Retail stats that prove its impact (90% rebooking, 20% revenue share, etc.)
  • How to set up retail ordering and work with reps to boost profits
  • The Retail Reversal promo framework – including cost, structure, and tracking
  • How to build and execute the offer with scripts, timelines, and scarcity
  • 5 metrics to measure success and amplify retail response

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IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Hey Daniela here, and welcome to the Spa Marketing Made Easy podcast. If you’re an aesthetic professional who wants to build a profitable, systemized spa that generates a minimum personal income, that’s your take-home pay, of $100k a year without sacrificing your family time or burning out, you’re in the right place.

So today, we are diving into a retail promotion that can fold into your strategic plan to do just that. Yes, a retail promotion. Alright, retail isn’t just an add-on or an upsell. It is a strategic growth engine for your spa. But I have been asked on multiple occasions over the past 20 years, why do I invest in retail only to mark it up and take those same profits and buy more retail?

Well, I’m going to answer that question for you, and I’m going to give you some stats to show you some of the why behind it okay. So let’s just start there with the statistics and these are coming from booking softwares, Millennium and Zenoti. There’s also some from American Med Spa. I’ll link all this up in the show notes if you want to do your own research.

According to Millennium, clients who buy three or more products from you have a 90 percent likelihood of returning for another visit. A 90 percent likelihood. We’re focusing so much on retention and pre-book and all of those incredible things that help us have more predictable revenue and build deeper relationships with our clients and patients. If we have them purchase three or more products from us, we have a 90 percent likelihood of them coming back for another visit. Incredible. Andthat’s from a booking software that is seeing the data of thousands of different spas okay, so it’s really really important to kind of hear what that is saying.

Zenoti did another survey. They said that 80 percent of your clients are open to buying products if recommended by a provider. One in three will usually or always buy. Over in the med spa world, skincare sales make up an average of 20 percent of total revenue. And think about that, right? If you’re a million-dollar spa, you’ve got $200,000 in retail sales.. I actually know several spas that do far more than that, especially in the kind of med spa light world, as I call it, we’re seeing numbers much higher for the spas that are really putting in a focus and attention on retail.

And a whopping 92 percent of medical spas sell skincare products, with each purchase averaging $134. That comes from AmSpa. Ok, so what does that mean? Retail isn’t a nice-to-have. It is a need-to-have. It is bringing your clients or patients back into your business okay. It is boosting your profits. It is getting your clients better results.

So more simply, your providers gonna be busier, your clients gonna get better results, and your bottom line, your profit is going to make you happy this is such a win win win.

But I want to take a second and more directly answer the question that I have post above. And again, I’ve been asked this on more than one occasion. When I first started out in the consulting space, I did a lot of work with the physician-dispensed skincare brands here in the US. And that meant that I was speaking at events across the country, and I would often times go into medical spas and do trainings for their staff. I got hired to work directly with staff to help them increase their retail sales, so I was very very deep in the world of retail sales.

This question would often come up. And logically, it makes sense, but we gotta look at it in a bigger picture. Because, there are a few things that we want to remember when it comes to retail. And one of the most important pieces is strategic ordering.

Let me know if this has happened to you before. When you order a box of products, your team by, you know, with the best of intentions and trying to be so incredibly helpful, they go and they open up that box. They start selling products out of it before it’s been verified on the PO, or even before it’s been entered into the software. You don’t know where it’s going. Your inventory is all totally off again. They do it with the best of intentions, but it makes it really hard to set clear pars or even know what pars are, and you end up ordering from a reactive state rather than a strategic one.

Okay, when you order with no clear systems and strategy, just when you run out of something, you’re paying a lot more for shipping, plus you’re not getting all of those additional bonuses that are offered with a larger order. And I’m just talking about ordering once a month, guys, not anything like we’re not trying to figure out what we need for a quarter. I’m just a once-a-month dedicated time that we are placing one larger order that is going to last us for the month. Okay? Now by ordering strategically, meaning one person, and that can be you, the CEO, that can be your spa manager, that can even be a front desk lead, if you have somebody awesome up there, but one person owns the ordering process from start to finish. Okay, this happens once a month. It’s gonna be based around your pars. And if you don’t know what a par is, that’s the average. The average number of units per SKU that you sell on a month. Okay?

When you order in that way, you’re not only saving payroll dollars, but you’re also getting BONUS products for free. Okay, you know the buy six, get one free, whatever the offer is, right? I know with Dermaconcepts, they are the distributors of environ skincare here in the US, when you order strategically, you can get up to 25% off of wholesale you guys. That is huge, that 25% goes straight to your profit margin. And that is a very healthy profit margin for spas.

Now, second, when you are building a relationship with a product rep, they become a support for you in the business, a good product rep has a wealth of knowledge around what’s working or what’s not working right now in Spa in your local area, plus they get to see the inner workings of so many other spas and have conversations with their colleagues across the country to get new ideas, to understand trends. This is huge, you guys. This is such a huge thing now that rep is going to benefit you professionally and financially. They benefit professionally and financially if your business does well, right? So you guys are both aligned with the same goal of your business succeeding. The more your business does, the more products you are going to order, right? I’ve seen reps play a big part in training new staff, in showing up for events, in creating sales incentives for your providers to sell their particular brand. All right, there’s so many ways that they can support you in the growth of your business.

Now. Finally, I believe, and I know you do too, that when clients or patients use quality home care products, they’re going to get better results, all right, that means that they are more likely to leave you a positive review or to recommend their friends, and, of course, to come back for more services, just like those booking software stats that we read earlier, from millennium and Zenoti. All right, so with retails impact crystal clear. I want to pivot to the promotion that I want to highlight today, which is something that I call the retail reversal. All right, I’ve talked about this on Spa Marketing School, which is a series we started this year where we share quick strategies to help you get more profit in your business. We try and just go straight to the point. We try and do those in 15 minutes or less. We’re posting those in the spa marketing Made Easy Facebook group. So if you’re not in there, get in there so that you can watch those. If you’re needing a bit of inspiration. Those are every Thursday.

Now, I felt like when we did that strategy, yes, I went into it and went kind of trying to give you just the meat of it, but I felt like I wanted to go deeper, like I wanted to elaborate further, because this is such a no brainer offer for the client and for you as the spa owner, it is such a win win.

So let me walk you through how this works. Instead of discounting products, you’re rewarding retail purchases with complimentary services that drive loyalty value and growth. So the offer would be something like this, spend $200 on skincare, get a chemical peel on us, so the client feels like they’ve received $200 in value, right? This is based off of the kind of average chemical price peel that I’m seeing somewhere between 175 and 225 okay, so spend $200 on skincare, get a chemical peel valued at $200 for free. So when we look at the cost of peels, most peels, you’re gonna block off 30 minutes of time, and depending on the brand that you’re carrying, you can get the total cost of the consumable, like your cost and payroll combined, down to about $25

Now, certain brands, yes, they’re going to be more expensive, but I’ve worked with some incredible. Brands get incredible results, tremendous feedback, that you can get the consumable cost and payroll down to $25 if you don’t know a brand like that, just message me. I’ll point you in the right direction. Okay, so think about how different it sounds to say, come in and save 10% off retail products. That’s that’s not going to get me to get me to come in, that’s going to not going to get me to make a trip to the spa, that’s not going to make me think about getting a chemical peel, right? But with the retail reversal, I’m providing the client with a high perceived value service, coupled with their skincare, that’s essentially going to cost me the same as discounting my products by 10% and I get the added bonus that chemical peels are best received in a series, so I have the opportunity to work on the client skin, to start to build a relationship with them. Recommend the peel package all with the knowing that they’re going to have that high quality home care at home that they’re going to be using after the service, which means they’re going to love the changes that they are seeing in their skin. Talk about a win. Win.

Okay, so let’s get into how you are going to make this work for you. First things first, I want you to review your service menu and look at your lowest consumable cost, highest perceived value services. I don’t want you to just guess the consumable cost. Okay, so if you’re one of the hundreds of spa owners who’s gone through growth factor, I want you to pull out that cost of treatment and profitability tracker. This is going to help you make a decision from data, not from a guess or a feeling. Okay, the next thing that we want to look at to narrow down the service is, what are we going to use in the retail reversal promo? Okay, we want to look at services that are best received in a series. Okay, so we’re looking for a series service, like a chemical peel, perhaps you come up with a series of facials that are best received, like a microdermabrasion facial, something along those lines. But we also want to look at the amount of time that it takes to perform that service. The less time, the better, right? Because we’re looking at consumable cost, but we’re also looking at payroll cost. So the shorter the service and the lower the consumable cost, the better. If you’re going through and you don’t have anything that makes sense on your menu right now, just create one right stack, some services together, like Dermaplaning with a 2% lactic and led and, you know, throw in some other low consumable cost offerings that you can put together to create an incredible service for your clients.

All right, I’m really looking for a service that’s going to be around 200 to 250 as a price point. Okay? Now, once we have the next steps, or once we have that, right, we’ve got our offer. We’ve got our service, something best received in a series. We’ve got a low consumable cost. Now we want to train our staff on the offering, especially if this is the first time that you’ve done this, if you’re making up a service, okay, or if it’s the first time that you’ve run this promotion, now having a script that you can share with your providers in your front desk that also it’s going to have the offering on there. It’s going to talk about how you actually recommend it. It’s going to have the FAQ section. That’s an internal document, right? This is not something we’re sharing with our customers or our clients or patients. This is internal to your staff that is going to really help them understand the offering, because if they don’t understand the offering, they’re not going to be able to communicate it effectively. Okay?

Now, even if you’re solo, I still recommend creating the script and writing out the FAQs. All right, it’s going to help you document this promo. It’s going to help you in the debrief. It’s going to be super beneficial if you do ever grow a team, or if you choose to run this promotion again in the future, you’re going to save yourself time in the future. Okay, now when you’re marketing this promo, I want you to think about email sequences.

I want you to think about countdown timers. I want you to think about ways that you can showcase not only some of your top selling products, but also the benefits of the service that you’re offering. Now, if you’re feeling stuck and just don’t really have any ideas how to do that, if social media is not your you know, favorite thing, just ask chatgpt get some ideas of what to post. So create a prompt that’s going to say, you know, here’s my ideal client avatar. This is the person that I am serving. Okay, upload that FAQ, doc that you created with the offer and the script and the frequently asked questions. Upload any information about products and services that are being offered during this promotion, and ask chat to give you an idea of. Are five different posts that you can create for social media to promote this offering. Okay, there’s also a lot of old school but still effective marketing strategies of simply having signage up at the front desk and in the treatment rooms, making sure that you’re talking with all of your clients or patients that come in and calling the existing ones to let them know about the offering. Okay.

Now I would also add some level of scarcity to this offer by either only having a certain amount available or only having the promo run for a set amount of time. That can be kind of a one day flash sale. It can be a week long promo, or it can be something that you’re offering for the entire month, but I wouldn’t do longer than a month. Okay, now, as you’re going through the promotion, I want to ensure that you are noting what worked well, what didn’t work well, and ideas that you may want to incorporate next time. Overall, we’re looking for about a 10 to 15% increase in your retail-to-service percentage for the entire spa. We’re aiming for that magical number of three or more products for each client to purchase, and we want to see about 70 to 80% of those free services that we’re offering being redeemed within 60 days. So that means that you will need to be proactive in getting those appointments booked.

Okay, keep note of how many people end up purchasing a package from the initial free service, and once those services have been completed or the cash has been collected, take a look at the amount of total revenue that you brought into your practice from this one promotion, it will be worth your time. Okay, I know you might be on the treadmill right now or driving your kids to school, and you might feel super inspired by this episode and just motivated to see those retail numbers go up. That is one of the big areas of opportunity that I almost always find in businesses, are their retail numbers.

All right, when we talk about the low-hanging fruit, or where the fastest, easiest ways to increase those profit margins and those numbers retail, okay? Now, if you’re not at your desk right now, as soon as this episode is over, I want you to talk to Siri or talk to Google and say, Hey, add this as a task to my calendar, or create me a reminder to work on this offer. Okay, I know life is busy. I just added a garden and a flock of chickens. I’m a chicken mama. I’m so proud of that to my world, which made my already busy life even busier in the best way. But I know that this episode is not going to help you unless you take action. Okay, so I want you to listen. I want you to be inspired. I want you to be motivated. But even more than that, I want you to take action, because without action, nothing changes. And I want you to pay yourself a six figure salary, I want you to be present with your kids for those little moments, not just the big ones.

Okay, now, if you need further support, I hope you’re in the Spa Marketing Made Easy Facebook group. We have 1000s of aesthetic professionals in there. There’s so many free resources, so many great conversations that will help you build a profitable business again without sacrificing your family time. Okay? Thank you so much for listening.

I hope you have a wonderful, wonderful week. I hope you take action, and I will catch you in the next episode.

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EP 441: Still on Track? How to Use a Mid‑Year Review to Save Your Spa’s 2025 Goals

It’s mid-2025—are your goals still aligned with your vision?

This episode is your invitation to hit pause, pull back, and conduct a powerful Mid‑Year Spa CEO Review. In just one hour, you can gain clarity, reconnect with your goals, and move into the second half of the year with renewed direction.

What you’ll learn during this episode:

  1. Revisit your top 3 goals—Identify what’s changed, what’s still important, and what needs to pivot.
  2. Analyze your key metrics—Track YTD revenue, expenses, profit %, memberships, and client acquisition cost.
  3. Debrief your business—Ask what’s working, where resistance lies, and what to double down on.
  4. Reclaim CEO time—Every week, block time to work on the business—not just in it.
  5. Choose your path forward—Refine or reimagine your strategy and set Q3–Q4 priorities.

Use the Mid‑Year Spa CEO Review Worksheet to guide this process step by step.

Download your FREE Mid-Year Spa CEO Business Review Worksheet

SUBSCRIBE ON SPOTIFY Subscribe on Apple Podcasts SUBSCRIBE ON YOUTUBE

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IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder of Growth Factor® Fundamentals, a leading spa association for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Welcome back to another episode of Spa Marketing Made Easy. I am your host, Daniela Woerner, and today we are diving into something that is so incredibly important for every spa CEO to prioritize right now, and that is a mid year business review. So let me ask you, how often do you pause and really reflect on your business outside of hustle mode, which, let’s be honest, this year, I know you’ve been in hustle mode more than you would like to admit, more than you would desire, right? It’s one thing to like set goals in January, we’re full of excitement. It’s a new year, new you all this fun stuff going on, but it’s another thing to actually check in with those goals six months later, especially as I said, like life and business and the economy, they’re all kind of throwing us curveballs right in this in this exciting journey that we call entrepreneurship.

So if you’re like, wait, what were my goals again? If you don’t even remember what your goals are, because these six months have flown by, first, you’re not alone. Okay, that’s there’s a lot of you out there that would be raising your hand for that. But second, this is your chance to realign and recalibrate. Okay, I wanted to create this episode to help you do just that. So today we’re gonna walk through five key steps that you can take today to assess your alignment, check your metrics, make informed and empowered decisions about the rest of the year. Remember, every day is a new day. We get to start fresh. This is your clean slate, your blank piece of paper and your brand new journal to realign and reset this year based on what your goals are, whether you’re increasing them or decreasing them, whether you’re focusing, you know, moving full steam ahead with your original vision or your pivoting, okay, we just want to make sure that we are making informed, empowered decisions about the rest of the year. Okay?

And of course, to make it actionable, I created a worksheet to guide you through this process. You can download it in the show notes. There’s a link there. So I want to make sure that you do that, because, again, this exercise is so incredibly helpful. Okay, so why does this even matter? Well, when you’re a spa CEO, especially one with a team clients to serve, and maybe you’re still in the treatment room, your time is stretched. You are in. Just go, go, go mode constantly. And why you may feel like you’re just too busy to slow down and actually work on the business. The truth is this pause, this hour long, pause, right? This is not going to take you more than an hour to really go through. Is what is going to prevent burnout, prevent stagnation, prevent misalignment, and really help you move forward in the right direction.

Now, why mid year? Well, it’s a natural turning point. Right? We are halfway through the calendar year. You’ve got six months behind you, full of data, full of wins, full of challenges, full of lessons, and six months ahead of you, and that makes this the perfect time to reflect on what’s working, what’s not, and what you need to shift. And let’s be real. Okay, the spa industry is shifting. We’ve seen changes to different services, medically assisted. Weight loss is having some shifts. We’ve seen a lot of shifts in scope of practice. We’ve seen consumer behavior shifting. The economy is shifting. Okay? So we’ve got to be nimble. If your goals and strategies are not evolving with those shifts, you’re not setting yourself up for success. Okay? Today’s episode is about reclaiming that power and clarity for your business.

So let’s just start with the big question, okay, what are the top three goals that you had at the beginning of the year? Now, if you’re drawing a blank, here no shame. Go back look at your planner. Did you do some sort of goal setting exercise? Did you create a January vision board if you didn’t go back to your Instagram post and look at like, what were you posting about? What were you talking about? What were you hoping to achieve? Did you launch a membership? Were you trying to hire a new team member. Were you solely focused on hitting a specific revenue goal? Maybe you’re trying to get out of the treatment room identify those goals and ask, Where are you with those each day? Was it something that you just wrote in the beginning of the year because you thought it sounded cool? But you actually didn’t put any effort into it. Was it something that shifted? Maybe something happened in your personal life that changed your goals and desires with your business? So really look at each of those goals. Where do you stand with each one today? Is it still important to you? Is that still something that you truly desire? Are you on track with those things? Have you made any progress? Have you put any effort in and most importantly, do these goals still reflect the life and business that you want, the life that you are wanting to build? Does your business support that?

Because, again, things can shift. All right. Oh, okay, business. I’m thinking of myself. Why I just took that pause, because something can come up personally, whether it’s a health issue with a family member, whether it’s it’s an unexpected curveball that can completely shift your focus. Those are okay. Okay, that’s okay. That is actually the beauty of being an entrepreneur, is that we get permission to shift and change and build the business around the life that we want to live. Okay? So what is that for? You give yourself permission to pivot if the goals are no longer aligning with the life you want to live, I want you to get the worksheet, make sure that you download that, get it out of your head and onto paper. That’s going to make it real. That’s going to make it tangible. Tell a friend, tell your spouse, tell your partner, tell somebody that you trust, and at very minimum, write it in your journal, so that at least you’re getting it out of your head and making it more tangible.

Okay, then you have also it’s documented, so that in the end of the year, when you’re doing your annual review, you can look back and easily see where was your head at? What were you focusing on? What was important to you in business at the midway part of the year? It’s also a great I know I’m kind of going on a tangent here, but one of the reasons that I love this is because, as entrepreneurs, if you’re like me, like it’s hard to we set really big goals for ourselves, right? We have these big expectations, and sometimes we fall short of those goals, and it can make us feel like, Oh, what am I even doing? But then if you go back to your mid year review, or your annual review, you can actually measure all of the things that you accomplished, all of the progress that you made. Right? And it’s often like because we’re not celebrating our wins as much as we should be, we’re not getting to see how much progress we’ve actually made, and how much growth we’ve actually made. I mean, all I have to do is go back and look, look at my very first YouTube videos, which are horrific, by the way, but it’s a great example of, like, just starting and keep going and getting better and better and better, and putting yourself out there and doing the thing, right? That’s how we’re able to measure progress.

Okay, so business is all about numbers, right? That is the Language of Business. So no mid year review can be complete without taking a dive into our metrics. Okay, so we’re not going to look at every single metric under the sun, but just some of the big ones, right? Remember, numbers are neutral. They’re not emotional. They’re just information. It’s just data that we are using to make decisions, all right? This is what you do as a CEO. So what I want you to look at the kind of big ones would be your revenue year to date with your expenses, right? So we want to understand revenue and expenses and profit, okay, so all the dollars that came in, all the dollars that went out, and what is left over after, if you divide your profit into your revenue, that is going to give you your profit percentage.

And so we want to understand, I find it easiest, because revenue and expenses can go up and down, but the most important thing is our profit, and what percentage of our revenue is coming in as profit. So we want to understand where we’re at for the year with all of those things. If you are membership based, we definitely want to look at how many active members you have, and you should, well, you should, I highly recommend using a membership tracker so that you know how many active members you have every single month. What point are they canceling? You know all of the data that you. Need for memberships. Okay?

I believe, you know, I used to say that you get to pick if you want to be membership based or not, as we’re continuing, you know, as this is our 11th year in business now, I am at like, a 99% recommendation for every single spa to have some type of membership, because the recurring revenue is it just helps you lead in a better way. There’s a few exceptions here and there, but for 99% of spas out there, I highly recommend having a membership. So understanding your membership data, how many active members you have? Are you growing them? You know, all of that type of stuff. We want to look at that and analyze that.

And then this one is something that I’ve been paying extra close attention to this year, and that’s your client acquisition cost. So how much are we spending to bring in a new client, and where specifically are those clients coming from? So as we’re, you know, we’re getting ready for Growth Factor Beta or by the time that this is released, we’ll either just be, we might be like in the first week of our Growth Factor Beta program. And one of the things that we’re doing inside of there is a business audit. And so we put together these forms where we’re analyzing the different stages of your business. So our Growth Factor framework is sales, social, system, structure, scale. Okay, that’s what we’ve used for every iteration of Growth Factor. But for this one, we’re kind of taking that initial like pre work section, we’ve revamped it into a full business audit, and in the Google Form, I’m asking specific questions related to sales, specific questions related to social and so on.

And I was going through the business audit of a client who has a really, really successful spa, incredible spa owner, true CEO. And we were looking at, you know, how many new leads came in from SEO? How many new leads came in from social, and how many new leads came in from referral? And it was really interesting, because most of her leads were coming in from search. They were coming in from Google, yet she was trying to put all of her energy and attention onto social and figuring out like, do I need to do ads? Am I doing reels every day? Am I doing all of these things? And it really was able to give us the alignment of like, okay, well, let’s actually take our marketing dollars and invest in search in a way that, you know, we can get that moving. Well, that’s like step one, right?

So step one is understanding where, how many leads are coming from each of those areas. And then am I spending my marketing dollars in the right place? And then is that channel actually attracting my person, because it may be the lowest acquisition cost, but it may not be your person. So there’s this whole process around, how can we really spend our dollars in the right place to acquire the right customer, our ideal client, in the lowest cost possible. So if we’re keeping track of overall like client acquisition cost, we’re going to want to have that data to be able to make those decisions in the future. Okay, so there’s a section inside of the workbook for you to input those into the worksheet.

If any of these numbers are hard to find, then that’s also data for you. That’s information that like, Hey, maybe I need to be tracking these, or maybe I need to clean up the KPIs that I’m looking at, you know, maybe I need to add that as something that’s a regular thing during my, you know, CEO time that I am looking at those numbers, because you cannot grow what you do not measure. All right, okay, so let’s move into the next step, which is where we are really essentially doing a debrief on our business.

We do debriefs after events, right? But let’s do a debrief on our entire business to evaluate what is working and what is not working. All right, so we’re gonna go into reflection mode. We’re gonna really zoom out and look at the bigger picture. What is driving results right now, as far as like revenue, okay, what is getting me the most revenue? What marketing channels are converting? Are there areas where you’re consistently struggling or feeling resistance? So in the case of the spa CEO that I was referring to earlier, for her, she was feeling resistance around ads because she didn’t want to be spending so much time on social. But it was actually when we went in and did the audit, SEO was driving the most results, right?

So we understood that, and that, you know how much time and money and just mental space that is going to clear and save in the future just by knowing that information, it’s huge you guys. Okay, so maybe you’re still doing everything yourself, and that might be slowing you down. Maybe you launched a membership in Q1 but didn’t keep up the marketing momentum. It’s fine, no judgment, no shame. All we’re looking at here is getting curious about our business. Okay, we’re trying to understand the data.

So really reflect and think about where you’ve been throughout this year. How did your business feel for you? Did it feel heavy? Did it feel easy? Did it feel fun? Did it feel light? Did it feel confusing like really get curious, not a right or wrong answer, but list out what is working, what feels heavier, outdated. Is there anywhere that you really want to double down? Is there anything that you actually want to release? I like to actually do this with my team as well, so kind of asking them their opinion or their insight around different things, our last team meeting, I actually said, like, Hey, I normally go through and I, you know, give you our metrics, and I tell you kind of what’s coming over for the next month. And today, I actually just want to have a conversation. I want you guys to I want to hear your perspectives about the direction that we’re going, and are there any blind spots that I’m not seeing because your team, they’re in it with you, right? They have incredible perspectives, but oftentimes they don’t give their perspectives, unless you ask so really important thing to remember there as you’re going through that section.

Okay, so let’s get into CEO time. And really like reclaiming that CEO time, one of the biggest signs that something is off is when you literally have no time to think. So my calendar is such a reflection for me of what’s going on in my life. And like, I’m always working for spaciousness. I’m always working for ease. I’m always really going through my calendar and trying to optimize my schedule. And honestly, this has been something. Just ask Christy, God bless her, who I have been working on this for the past 11 years. And your calendar management is very similar to running a systems based business, because you’re never gonna have your systems done. You’re never going to have your calendar fully optimized, because life is busy, right?

When you have kids that have karate and swim and, you know, birthday parties and all of the things, and you’re doing home projects, like we’re building a big garden right now we just got our chickens. Right? So there’s these other parts of our life, and then we’re trying to plug everything nice and neat into our calendar for us to be super productive within that window. It’s an evolving process, but if your calendar is literally jam packed with treatments, you’re still in the room, you’re seeing clients, yet, when are you supposed to operate the business? When are you supposed to deal with team issues? When are you supposed to address the kind of unexpected tasks that come up in operating a brick and mortar spa? It’s no wonder that you’re struggling to feel aligned with your bigger vision. You haven’t given yourself time to even see the forest through the trees.

Okay, so ask yourself, do you have time blocked off each week to work on your business, not just for your mid year review, like dedicated time, like you’re booking it like it’s a patient appointment. I want that for you, that you have dedicated CEO time. Okay, and ask yourself, are you spending the majority of your time in your zone of genius. Or are you in the weeds? Are you playing like Whack a Mole with your business, trying to put out fires every single day? Or are you really allowing yourself to see the vision, to understand your vision, so that you can create a plan to get there?

Okay, your time is your most valuable asset. And if you are going to make big moves in Q3 and Q4 you gotta give yourself space to plan to delegate to lead. So right now, make a promise to yourself. Do this for yourself. Block off one hour you. Okay, complete this worksheet, review these insights and make a plan for the second half of the year. It’s so critical.

Okay, now comes the final section. Once you’ve reviewed your goals, you have assessed your numbers, you’ve reflected on what’s working, you’ve reclaimed your CEO time. It’s time to decide, What business are you building? Are you refining your existing strategy? Are you reimagining your goals altogether? Really look at am I on the right track, or am I needing to pivot?

Okay, sometimes success is just a few little tweaks away. Ah, we were so we just lost our focus on our membership, but that’s actually our thing. So we’re going to redirect, we’re going to correct our course, and we’re going to dive into that membership. Other times, it’s about choosing a completely new direction that feels more aligned with the CEO that you are becoming. Either one is valid, either one is okay, this is your business. Okay.

What’s most important is that you’re making this decision consciously. You’re not drifting, you’re not reacting, but you are choosing your path forward. Okay, use this to create a clear action plan for Q3 and Q4 what are your top three priorities? What is your marketing focus? What do you need to let go of to create space for growth.

All right now, remember, I created the mid year spa CEO review worksheet. It’s simple, it’s powerful, and it will walk you through step by step everything that we covered in this episode. You can grab it right now by using the link in the show notes. Print it out, do it pen and paper style, my brain works so much better that way. I do everything digital. I know I have that because it’s super important, but everything is going in my notebook. There’s just a different experience when you’re filling out the worksheet.

Okay, so print out the worksheet, make the time to do it.

Block out that hour of time and hey for you like Type A’s make that hour a recurring event on your calendar. Make that the start of your CEO time that you are claiming that for yourself to work on your business, not in your business. Okay, alignment creates momentum, and this review can be the spark that turns your year around.

Okay? You are not behind. You are not off track. You are exactly where you need to be to make your next move. You’ve built something powerful, and it’s okay to pause and reflect and re choose the direction that feels most aligned with your values, your goal and your life.

Thank you so much for being here with me today. Thank you so much for being a part of this incredible community. I will see you next week on Spa Marketing Made Easy. Until then, keep taking aligned action, and don’t forget to download that worksheet.

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EP 440: Legal Clarity on GLP-1s in Medically Assisted Weight Loss with Courtney Walker

GLP-1s are changing the industry—and compliance is catching up fast.

In this episode, we get real about what spa and med spa owners need to know about medically assisted weight loss and compounded medications like semaglutide and tirzepatide.

Attorney and spa owner Courtney Walker explains:

  • What’s legally allowed (and what’s murky)
  • Who regulates what (it’s not as straightforward as it seems!)
  • What to do if you receive a cease and desist
  • How to use medical judgment to stay protected

This isn’t about fear—it’s about clarity and informed decision-making. Courtney arms you with the knowledge to evaluate risk, communicate clearly, and run your weight loss programs compliantly.

🎧 If you’re offering (or considering offering) GLP-1s—this is your essential guide.

What you’ll learn during this episode:

  • What’s changing around compounded GLP-1s—and why it matters for spa owners
  • The real difference between legal risk vs. operational compliance
  • How cease and desist letters work—and what to do if you receive one
  • What pharmaceutical companies are targeting next
  • How to vet pharmacies, avoid marketing violations, and stay in your lane legally

Resources Mentioned in Episode #EP 440:  Legal Clarity on GLP-1s in Medically Assisted Weight Loss with Courtney Walker

  • Courtney on Instagram: @itscourtapproved
  • www.courtapprovedaesthetics.com

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ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Hey, Daniela, here and welcome to the spa marketing Made Easy podcast if you offer medically assisted weight loss in your practice. First, what a wild year it’s been. And second, I am so glad you’re here, because my friend Courtney is going to shed so much light on this topic from a legal perspective, there’s so much incredible information in this episode, I really just want to jump right in, so I’m going to read Courtney’s bio. I know you’ll love her as much as I do, and I truly hope that this episode helps you.

So Courtney is a corporate attorney turned medical aesthetics insider who knows the industry from both sides of the syringe. After serving as founder and legal architect of a fast growing aesthetics company, she made the pivot from building her own to helping other providers build theirs, minus the legal landmines.

Now as the founder of Court Approved Aesthetics, she brings attorney-trained tools, AI innovation and harder than insight into the Med Spa world. She’s here to share what she’s learned, sometimes the hard way, so that you can grow with confidence, clarity and a whole lot fewer compliance headaches. She’s incredible. And again, I hope this episode helps you.

All right. Miss Courtney, welcome to the Spa Marketing Made Easy Podcast. I’m so, so excited to have you here, and you are someone that I categorize as a fast friend, because when we first we it was, was it Paulina or Jacqueline? Yeah, Paulina. Okay, so Jacqueline introduced me to Paulina. Paulina introduced me to you in the web of our small industry. And we got on the phone and talked about Dolly Parton and our kids for 25 minutes, and then had to go,yeah. And I so funny. It’s like, one of my most favorite meetings. And I love when meetings go that way, because my husband at the end was like, how did it go? I’m like, How’d the business meeting go? I’m not sure. I didn’t attend the business meeting, but my really great friend, Daniela, that I’ve known for years, that I just met, and that’s like, my most favorite meetings, because, you know, I think so quickly in the industry, and as an attorney, people come into this with a lot of expectations, and so one of the biggest compliments that I’ve I received a few times, is that someone I’m someone you feel like you’ve known for years, like that’s amazing, because that’s a lot of you know, perceptions and expectations that are just broken down. Because I think people number one, or when someone tells me I’m fun, because attorneys are not fun and they’re not personable.

So engineers kind of have their own category as well that like attorneys have, and I fully agree that, like, I wouldn’t look at you and just peg you as an attorney, but you’re also you’re different, like, you’re a spa owner, you’re a business owner, you’re like, there’s all of these things an attorney is just like a small piece of you as a whole. And so yes, I’m sure that you can get into that very analytical mode, and you can get into that space, but there’s more to you than that one little thing.

So yeah, I completely agree. One of the things I say pretty often is that compliance is great, but compliance actually lives in your operations. So I can spout the law and tell you what it is all day long, but it still leaves you the question of like, Okay, now what so wearing those hats and knowing, you know what in the in the trenches of being a business owner and a med spa owner of what does this actually look like? Okay, here’s the statute, here’s the reg, here’s the flow chart.

Now let’s put on our business owner hat and be like, how do we make this makes sense and make it not have a million different, you know, gates and funnels, and we don’t have team burnout. And it’s that’s my favorite part of the job, is taking, like, the legal but then putting it into action and putting it into a way that actually makes sense and doesn’t cause a burnout and leads to, like, more profit and businesses.

So talking about how to make this make sense, that really leads us into our topic today, very well. We’re talking about glps and what the heck is going on with them? There’s, you know, there has been this massive growth over the past couple of years where we’ve seen practices, you know, attract a whole new demographic of patients. We’ve seen phenomenal results. We’ve seen just increased profit margins.

It’s like a win, win, win, win, win across all boards, and we started this year in. A in our community talking about medically assisted weight loss and glps and how we’re, you know, if you’re not on that bandwagon, then get in that bandwagon, because it’s, it’s the thing right now, and it’s profit and all of the things. And then we had tirzepatide taken off the shortage list. We had some aglutide taken off the shortage list. And there’s practices that are getting cease and desist letters. Nobody knows what to do. And so many people in our industry, or at least in our community, were rule followers, were people pleasers, where, you know, there’s these kind of we’re recovering people pleasers, I’ll say, and we want to make sure that we have everything lined up in a row. But it’s, it’s scary and hard to understand, what is the right thing to do. And so when you suggested this as a topic, I thought, Okay, I am not an attorney. I’m not going anywhere near that conversation. Like, I know, you know, it’s like, that is out of my scope. And let’s bring somebody in that, you know, you’re in it. You’re you have a med spa, you are an attorney. So let’s, you teach compliance to other med spas, so I want to hear your perspective. Where is the place that we should start with this?

Yeah, so I did an hour and a half master class on this topic. So anytime someone asked me to speak on it, I’m like, let me condense down an hour and a half master class. Because one of the things that I am so passionate about is I want anyone who works with me, who listens to me, who gives me the time of day to walk away and to be more informed than 90% of the rest of the people in the industry until they can convince the 90% to come, you know, get the same lecture, because I could give you the the quick and easy answer, like we have three lines, here’s the answer for your your problem, but then you don’t know the why. You don’t have any type of protection or reassurance. And what I found is people want the answers, but what they actually want is like, put their head on their pillow at night to feel confident in the answer. And I had a meeting with a new potential client a couple of weeks ago, and the meeting started with, I’ve asked this question to two different attorneys, and I’ve received two different answers. And I was like, well, I might give you a third answer, but I’m going to give you the backstory first, which a lot of people in the legal world, when you’re hiring an attorney, you don’t want to pay someone $500 an hour to spend an hour and a half talking about this topic to help you understand the answer.

But in my opinion, it’s almost as important as a business owner to get that back information than the answer itself. So I really like to start with like, how did we get here so we can get our arms around the whole topic. So one of the things I hear pretty often in the world of GLP ones is, well, we, we were able to compound these before. And so that’s, you know, the first thing that, and especially in the master class that we walked through, was, yes, this is the normal trajectory.

So compounded drugs are are then picked up by pharmacies, and we pharmacies or manufacturers, and manufacturers pour boat loads of money into getting them FDA approved, and then they are given a patent. They’re giving given trademarks over their name and the the, you know, the image and the they have a trademark on the actual like, syringe that’s used, and that is what pulls them from being able to be compounded. But absolutely, these medications were, you were able to compound them prior to a big company picking them up, pouring boatloads of money into it.

So I’ve heard, I’ve heard people say, Well, they’re adding B 12, or they’re adding, you know, something else that that modifies it some percentage, and so they feel that it should be something that’s reasonably different. Is that true? Or is that not true?

Yeah, it’s the material copy argument. So now that we you know the the drugs went on the shortage list, then they came shortage going on the shortage list allows compounders to compound it. Everyone knows they came off of it, and now we are in this okay, we know we cannot make the identical copy which we were allowed to while they’re on the shortage list. But what can we make? And when I say we as in the compounding pharmacies. So if we could draw a chart, you have Eli Lilly, novo nordis up at the, you know, at the top of this chart, the FDA is underneath them, and then the compounding pharmacies. And I have a chart that kind of depicts this. There’s no line that connects novo nordis to the compounding pharmacies. You have to go through the FDA. There’s actually a case on. In Florida, where essentially novo nordis sued, it might have been Eli Lilly, one of the two sued a compounding pharmacy, and the Court essentially says, like, sit down. Not your job. That’s the FDA job to regulate compounding pharmacies.

So what a compounding pharmacy now is trying to get around is that they are not making a material copy of this medication. So they are saying adding B 12 or b6 or glycine is another one that is it takes it out of the material copy requirement that the FDA has. Ultimately, what I tell my clients, who are practitioners, is not really your problem, unless you’re compounding because you’re not making any material copy. So when we get to practitioners, the other side of that chart is at the top, you have your governing body, whoever it is, your Board of Medicine, your Board of Nursing, your Board of Cosmetology, providers, that’s who oversees providers. But again, there’s no connection between compounding pharmacies to the providers other than ordering. There’s no connection from Eli Lilly to the providers.

We providers are responsible to their boards. That’s who oversees their license. And I spend a lot of time on this topic, because one of the things I hear, and I’ve heard, is that, well, what if we just don’t call them patients, what if we call them clients, and instead of giving acts, instead of giving prescription medication, we’re giving access to material that can, you Know, insert whatever over the counter, yeah, yeah. Like, it’s not I’m like, No, I want you to lean in as heavy as you can, and I will stand in front of you once we say this, that this is the practice of medicine.

We are prescribing medications to treat patients for various reasons, and we are using our medical judgment to create those prescriptions. So we believe that someone needs this version of medication would be six for the following reasons we need. We believe someone needs this version would be 12 for the following medical reasons, because I do not have any say in the practice of medicine, because that is not within the scope of my license, Novo Nordisk, Eli Lilly, have no say in the practice of medicine that is not within the scope of their license.

So they cannot come in and tell you what you can and cannot prescribe to your patients. That is up to the Board of Medicine, or the Board of Nursing, or whoever, whatever board you are, you are responsible to. So so one of the things, like, again, I spend a lot of time, like, on this exact slide, to say, at the end of the day, what we’re talking about is your liability is good old fashioned negligence. Like, are you treating patients the way that you believe they need to be treated?

Let me, let me give an example, and you can explain because you mentioned in the beginning some of these drugs are covered by patents or trademarks, and if I’m a spa like my company, auto esthetics is trademarked. So if somebody else brought that use that name, I could send them a cease and desist letter. Is it not parallel that Eli Lilly, or there’s other, any of these other companies that own these patents or trademarks, can’t they come after a spa using that? If so they they wouldn’t be able to use the name ozempic or Moreno or anything like that. But if you use the name semaglutide, or is that the generic like, that’s generic enough that we can use semaglutide or tricep, and so as long as we’re only using those names, that’s not what the trademark is protecting.

Correct,correct, yeah. So, yep. So the trademark that, so they have a patent over the formula and the argument for, like, the formulation, that is, if you can, you know, divide in that kind of flow chart that is on the side with Eli Lilly, novo nordis, FDA, compounding pharmacies, that is where the patent lives. Now you can have some connection between the practice, the provider, and these manufacturers, Eli Lilly novo nordis, if you are fringing on their trademark. And that’s one of the things I tell everyone, is there’s nothing I can do to help you on that. And they have absolutely filed lawsuits for people saying, we prescribe semaglutide, aka Ozempic, or we we prescribe the FDA-approved version of semaglutide. No, you don’t.

You prescribe the compounded version of semaglutide. The FDA approved version of semaglutide is ozempic, and so they’re saying, then you’re infringing on their actual trademark. They’ve put in all the and the the money into and actually, there’s a case is just filed within the past month in California where they are arguing. It’s against mochi health, and mochi Health’s various entities where they on their website, they advertise that they offer the compounded version and that they offer the the FDA approved version, the the semaglutide, that ozempic.

 

But what they actually discovered, whenever they were doing, or it’s their belief, is that that kind of was like a bait and switch situation, where you put it on your website. Sure, it’s an offering that you offer, but you never, ever prescribe the actual FDA-approved version. You always prescribe the compounded version. And so you were just kind of writing in on the coattails of all of this money and research put into these trademarked, easily recognizable names. But then the moment you got a patient in the door, you switched them to the compounded version really quickly. And so they’ve that lawsuit is not over that they prescribed a compounded version. It’s that you used our trademark to draw in traffic and then we didn’t benefit from it at all.

So like, if you’re going to, if you’re going to use anything recognizable to us that we own, we have to benefit from it in some way, in the trademark, in the trademark world. So I tell people, like that’s that’s the same case for Addo esthetics, Ford Motor Company. This is not, this is not new to the practice of medicine. If the company has something that they’ve invested a lot of money in, and they protect it, whether that be Nike, let’s do it. You can’t just put slept. Let’s do it on everything those because it has such brand recognition and that they seek to protect it. And so yeah, you will get a cease and desist if you are probably a lawsuit. I know quite a few people who have gotten a lawsuit, one here in Tennessee because they were using the aka semaglutide, aka ozempic, in their marketing.

 

Can we say medically assisted weight loss? Yes. Okay, so what happens if you get a cease and desist letter?

So I’ve looked at a few, and what I help practices do is decide, is this worth it to you? I cannot do anything, literally nothing to protect someone from getting sued. And I tell you, this is my my job. I have a license to be skeptical. It’s what they put on your my diploma that’s hanging behind my license to be skeptical, in cynical. If you have something related to your spa on the back of your car, I would be wary of every single person who drives next to you on the interstate and slams on the brakes too hard in front of you, because these they might assume that you’re a business owner who has lots of money. So there’s nothing I can do to protect you from getting sued, but what we can talk about is what ultimately your liability would be, and then in that so we have, you know, the liability is a legal piece, but from the the the timeline of being sued to liability in that is a huge business judgment. So I have clients who it’s only 10% of their practice medically assisted weight loss, or any type of weight loss program where these drugs would be involved, is such a small portion of their practice, like is that business judgment of hiring an attorney to respond to a lawsuit or hiring an attorney to do something.

Is that worth it to you? And I have many who have said, No, we really didn’t even have, like, a full program. This isn’t even our passion. We’re really passionate about more, you know, skin care and longevity type health, and we can just pivot our business model. But then I have some that is 80 to 90% of their practice, yeah, and so yes, that business, that business judgment decision, lives between the lawsuit being filed and liability.

So, and that’s, I think, the biggest piece that practices have to decide at the end of the day, because if you’re just prescribing the medications, you’re following within your scope of your license, I’m not really concerned. I’ve reviewed the demand letters, the domain letter argument, they they have four points, and I have a not I think it’s nice, nice video discussing this.

But the the argument they make for medical practices is so outlandish where they’re trying. I mean, it’s a far reaching argument, and so I’m not overly concerned with providers just prescribing the medication within the scope of their license, and if they feel confident standing in front of the board of their peers, the Board of Nursing, the Board of Medicine, and defending the way that they medically treated a patient, which they should every single time they medically treat a patient, then I’m not super concerned by them. Now they probably will get a letter, so you have to decide what to do. I have a lot of clients who are sending have hired an attorney to send back a letter. Editor that essentially says, this is the practice of medicine.

We are active within the scope of our license. We are getting drugs from one of the sources that we are allowed to, which is a 503, a pharmacy under the FDA as a provider. So you know, we’re not getting drugs from overseas, or we’re not getting drugs from not vetted sources. We’re getting them from a state licensed facility, a pharmacy, and that we are acting within our scope and prescribing them according to our clinical judgment. Now the pharmacy holds a different bag of liability because they hold the identical copy bag of liability. The practice owner itself owns a lot of liabilities around like marketing. So how we’re making sure that you aren’t inferring the correct term, yes, language,yes, yeah, so you practice under liability is about scope, and making sure that they’re treating patients according to what is a reasonable judgment and medicine and the marketing piece of it, and the marketing piece of it, and making sure that you’re not infringing on any trademarks, and then the compounding pharmacy holds the patent liability.

So do you think the next phase that we’re going to see, if this is like a long term strategy with these pharmaceutical companies that have invested so much money. They’re kind of, you know, getting rid of some of the fringe by just scaring people with the cease and desist letters, is the next strategy step for them actually going after the compounding pharmacies.

And, okay, and so I think the next strategy is going to be they haven’t had a ton of success in going after the compounding pharmacies, like I said in that case in Florida, the judge was like, this is the FDA job. So what I’ve seen for next strategy so far is that they compounding pharmacies are putting pressure on the FDA to protect its patent and to be truly transparent. I feel really conflicted because I am a mom of three children, and I want my children to grow up in a world where we are continuing to advance medicine, and that is why we have patents, that’s why we protect people for their investments. So I definitely see it. I also see the tremendous benefits to patients themselves. I just met with a client who is prescribing very, very small doses to one of her patients who has atypical bulimia, and it is now helping.

They’re using it in conjunction with some therapy, but it’s helped kind of quieten some of the the issues that manifest in a more physical way so they can deal with the issues that are more internal. And I mean, that’s real people, real problems, real medication helping out. So I see it from both sides, and I really do understand where kind of practice owner is coming from, even just strictly on a clinical side, but then on a I see it on Eli Lilly’s and novo nordis site too.

 

But the what I’ve seen so far is going pushing, putting pressure on the FDA to go after compounding pharmacies. And the new, the newest, is that now these compound these manufacturers are sending letters to state boards, because, again, the state board is who the provider is responsible to. So the state board says it is not okay in this state to prescribe these compounded medications for these reasons. Well, now the provider has direct guidance that says, I can no longer prescribe these medications. So would that be because they’re considered they’re using them off label, or is it something that they’re trying to do within scope, like, only MDS are able to do this, or because, like, how could they say that if, if another MD could prescribe it and get it from their pharmaceutical company, right?

Yeah. So the letter to is actually a letter to the Georgia Board that was sent by, I can’t I think it was Eli Lilly, but it might have been novo nordis, but they’re both making, both companies are making the same argument that compounded drugs are not safe, so you should not allow even though we prescribe, not we, but providers prescribe compounded drugs for all types of cases. But we should not allow compounded drugs in this specific instance, or you should not across your state, you should essentially say, if you prescribe a compounded drug and one of your patients gets hurt, it’s considered like de facto negligence, according to the board, and so they’re trying to put pressure, and they’ve they’ve out in their letter, they’ve outlined that, you know, they do have a patent, and they’ve outlined, like, the history, but really leaning into like, these medications aren’t safe for patients. That’s the stance. That’s how they’re trying to appeal to. The board, and I explained it to some people that I work with, I try to use, you know, as many examples as I can that are totally outside, out of left field, but to make it make sense. So like I said, I have three children, and so what I I said, it’s the equivalent of I would be the board, in this case, as their mother.

And we all know children love to tattle on each other, and so one of my children is acting like the manufacturer, and they are tattling on not just one of them, but they’re like, look at those compounding pharmacies. Look at that, mom. Did you see them, the compounding pharmacy and the provider, and they’re teaming up together, and they’re causing all kind of mischief. You should do something about it, mom. And so now, as the board the mother in the situation, I have to figure out what I want to respond back to my child that’s tattling, because they have no oversight over the other two. And they, you know, they’re not the parent. And then the two children who are acting independently, but allegedly they’re, they’re, you know, colluding together.

What I want to do about, you know that, and that’s where the board is at. At this point, we’ve had a few boards Washington. There’s one in the south Mississippi, I believe, who have said no more compounded semaglutide or treeside within our state. So I think that’s the next kind of route that the manufacturers are going to go try to appeal to the boards.

And then, do you, I know this is very speculative, but do you believe that these manufacturers are going to try and sell their FDA approved the ozempic or Merino or whatever, directly to med spas. Or are they going to go directly to patients? Because what I’ve seen is that they’re selling directly to patients at the same price that they would be selling to medical spas, but there’s pharmacies. I personally know people that have bought ozempic Or these actual name brand drugs online without having to have a good faith exam without like maybe it was a bad website. I don’t know. I don’t know all of the details there, but like, how are people getting it online without having medical oversight in any way? That seems like a whole other can of worms.

That’s like, what’s happening here?

Yeah. I mean, and that’s one of the things I talk about pretty often, is this is why we can’t have nice things, because we’ve got people who are going off into left fields like we’re not talking about the provider who either sees their patients in person every single appointment, or they see their patient in person once and then they see them again, you know, in six months, but they have some checkups in between. We’re not really talking about people who are doing it objectively, the right way, and that we’ve seen it in other areas, like we’ve seen it in other types of management for even something as simple, as simple as, you know, acne treatment, where you go in, you get an assessment, and then you’re prescribed some antibiotics. Let’s see how it works for you. And then we’ll take down your if you had any symptoms, have you had any improvement?

And then we’ll pivot your treatment plan. People who are doing it kind of in that, the fashion that we’re all used to in medicine. We’re not really talking about them, but what’s going to happen is, what always happens is that, and I like to use the word always, but in the legal world, it is. What always happens is, we kind of have this over correction where we are actually targeting the people who are doing things wildly inappropriately, wrong. Yes, mochi health is one example of that doing things wildly incorrect, and then people who are doing it actually okay, and it they end up getting caught up in the storm for all of it. So I don’t know this specific website.

I know of a few where you have a medical director who’s licensed in all 50 states, and they have one mid level, and the mid level is doing a good faith exam, not in real time, and then it’s getting shipped straight to their door. I mean, I will just tell you, I I come from a place of being a business owner and an attorney, and so I understand that operationally we are so we’re in the business of risk. Business is risk, and if you wanted no risk, I would tell you to shut down your business, because that’s just where we’re at. And so you have to make like, a risk assessment and risk tolerance in each one of these decisions, which that’s where I was saying. You know, between liability and the lawsuit, there’s a lot of business judgment that exists. And. Air, and you have to really weigh the risk associated to your business. Is it worth it for you, not from a liability standpoint, but just from, like, having to hire an attorney, but I will all the clients that I work with, there’s, I don’t, we don’t really risk. I don’t allow a lot of like, risk of compliance.

So what I’ve seen from the way those websites work is we’re not operating compliantly. We’re operating only using our business hat and legal and compliance lives in your operations. It has to you can wear them each at once or both simultaneously, but you don’t get to just throw one away and feel like we’re making as much money as we possibly can out of this, because that’s when we’ve taken the medicine out of the corporate practice in medicine, and we’re just operating, operating as a corporation, like we’re selling widgets. And, you know, even me, someone who’s not a provider, I’m my clients don’t go down that route. You don’t have to. You can. You can be a very, very profitable, very successful Med Spa, and be totally compliant. And think I’ve seen it happen over and over and over again, and you’ll be standing at the end.

So what do you think when you’re talking with your practices that it’s, you know, 60% plus of their revenue is medically assisted weight loss. And they are doing this, you know, having them come in weekly for weigh ins and having the check ins. And they’re doing it with a lot of care and intention. What advice are you giving to them? Is this something that you know, in the next five years, you think is going to dwindle out because of all of this? Should they be transitioning into HRT? Should that, you know, like, what is the I know it’s all risk, but gosh, there’s some places that are doing multiple seven figures. Just,yeah, yeah. Actually, I, I know. So the favorite thing for an attorney to say is it depends. And really, in this world, in the GOP world, one world, I really don’t feel it depends. I really feel so sure in the way to do that there is a way with a couple of options once you go down that single path.

There is a way to do it that is compliant for now and that we can if your state board decides to change their opinion, then, of course, we need to shift. We need to pivot some some portion of your industry, some portion of your business to have another offering to your clients and be ready to pivot. Should they should you need to? But one of the biggest things that I have to help clients overcome is their mindset around GLP, one medication. So what, what I saw, and what I what I’ve seen for the past few months is that people were charging the it’s the perception that they were up charging medication, when all actuality they were not. They were just not sending an itemized bill. So if you tell me that you have a patient come into your office every single week, let’s just take that for example, if I was in a an actual office. Well, my insurance copay is $40 so I would have a $40 charge every single week when I came into that office. So $160 of your up charge.

Take that off. Okay, now take the cost of the medication off. What are you left with? $20 you made on it at the end of the day. That is not an up charge. That is having, you know, covering the staff who injected, that’s covering the alcohol swab like that is totally an administrative fee. I’m not sure that you at the end of the day, like, made a ton of money on that procedure. But because we were doing what I have, you know, witnessed is it was just one single charge we were doing double the cost of the medication that the practice owners believe that they were truly making so much money on the medication. It’s like, yes, but you’re what you haven’t put into that whole equation is you nothing about you. And let’s break that down and add all of your value into it. Because whether you want to place $1 on it or not, I will force you to place $1 on it, put my arm around you and make you say that like a minimum, any any practice I walk into, it’s a $40 slap every single time. So do not tell me that you’re worth less than that, and that’s the negotiated insurance rate, and don’t tell me that you can’t justify that.

So what I help practice owners do is separate the two out. What is your medical advice, your medical program worth? What value do you bring to patients? Do you have nutrition help? Are you running their labs? Are their labs included? Are you doing follow ups? Are you offering. And other services in addition to it, like helping with volume loss, and you’re giving them, like, a full patient assessment, how often are they coming in? Let’s put all of that down on paper, and then you have the medication over here to the side. Like, charge them what they would be charged for the medication, sure, but what does it cost to be a patient of yours, what is it? What is your experience that you bring that’s so different from everyone else? Because I can go spot a spa and get the 503, a compounded version of Sima glutai, but I cannot go spot a spa and get you. So what is that worth? And that conversation makes people very uncomfortable, because they’re like, Well, no, they don’t need to pay for me. I’m like, You are you? Are it?

So if we take that concept into med, spas are cash basis, and that’s why so many providers move from medical into cosmetic and go into and I say medical and cosmetic in the term, when I used to work at plastic surgeons offices or DERM offices, there was the medical side where we did skin cancers and skin checks and those things. And the cosmetic side is what we kind of overall look at as medical esthetics, right? So we build completely different on the medical side, just like you were saying, but on the cosmetic side, wouldn’t things like Latisse, that used to be a glaucoma medication, or even the neuromodulators that were using that had a medical purpose, whether that was for migraines or incontinence or hyperhidrosis, or any of these types of things, wouldn’t we then to have to bill in a completely separate way? So in this business legal hat. So if I’m putting on a legal hat, then we should be yet the answer is yes. The difference between the business and legal hat, for me is when you’re talking about Latisse and you’re talking about Botox, which is historically billed by the unit somewhere between 10 to $15 and we are separating out those charges, we also don’t have the pressure from need knowing that we might have to prove ourselves out at some point. So I think that additional level of detail and having them truly separated and itemizing that for transparency for patients is really brought on by the pressure of the industry and the pressure from these manufacturers. And so that’s where I think you can get into wearing both hats. It’s kind of like a cya type of, yeah, like for Botox, the industry is 10 to 15 units, or 10 to $15 per unit, is pretty standard from what I’ve seen. And you don’t have the same need to cya when it comes to, okay, here’s what I charge. How people reflect their additional experience for Botox is they just up their unit charge, but not, not necessarily the same. Need to go into detail on the invoice for transparency for patients, because you don’t have the same like outside pressure in this world, I would absolutely like in the GLP one world, I think you have to cya and you’re charting. You have cya every single step where I’m like, Okay, imagine this. We’re in front of your board. I’m representing you, and we are proving out that you provided excellent patient care to this individual. What would you need? You need good charting. You need good consents, good transparency in your pricing, to show that you are not profiting from pushing them to one medication versus another, like I have practices that I work with that prescribe both medications compounded and the ones covered by insurance, but the cost to work with you should be the same, regardless, and that’s, I don’t think that you you know, 10 years from now, we won’t be doing that, because we won’t have this outside pressure in the world of medical esthetics, you know, in cash based businesses, we’ll still be doing it in insurance billing based businesses. That’s because it comes with all the federal regulations.

 

What do you think about hormone replacement therapy? Because it’s that kind of goes hand in hand with medically assisted weight loss. We’re seeing a lot of people coupling those two. Do you feel like there will be any pressure on because there’s a few main companies in that as well, and there’s also compounded right in the way that people are helping so is that if we’re trying to be kind of future oriented, and how can we be less risk averse, or be less have less risk in our business without closing it? What are those things that we need to be looking forward or is this just very specifically a GLP issue because of the shortage list type of thing?

 

I think this issue specifically is more related to the GLP one problem, because you’ve got such big players who are protecting their patents what it seems at all costs, and they’re coming at it from every single angle, from the hormone replacement side, what I think the biggest risk on that is, more often than not, it introduces a controlled substance, because testosterone is a controlled substance, so making sure that you are a practice is compliant in how they see their patients, who’s seeing their patients. And then I think the risk, you know, on the spectrum of things that we offer in med spas, with like, you know, a facial being the lowest level of risk. It’s a controlled substance for various reasons, but you it does come with some additional risk to patients. So what I’ve the biggest thing that I’ve seen for providers is that they are taking some one day course on hormone replacement therapy and thinking that they’ve got it on lock, and you’re like, you have to defend that you prescribed the right concoction to this patient based on their blood work and like, Do you feel confident in your skills and ability. So I’ve seen some kind of concerns from that area, and I’ve heard concerns from nurse practitioners who their practices have asked them to just roll out hormones, and they’re like, I don’t I don’t feel comfortable because I am a I am in the med spa space. I am not in the functional wellness space. I am not treating people who have Hashimotos like that is not something I’m comfortable with within my license and that as a business owner, you know, as a non licensed business owner practitioner, I have to be really respectful, like if one of my providers that works with my company says that that’s within their scope to say, I don’t feel comfortable. I need additional education or additional training to be able to treat patients. Because what they’re essentially saying to me is, I don’t feel if you ask me, Is this the right treatment?

I don’t really know. I don’t I don’t have any clinical reason to back it up, because I’m not educated on it enough. So that’s the biggest risk I see for HRT, is we’re really getting into functional wellness and making sure that our providers are comfortable with functional wellness, especially if you’re going from strict cosmetic and they do filler and botox now you’re talking about like real internal stuff. And that is a very different business model, which requires training from the top down, whoever’s you know, your medical director, your nurse practitioner, your RN, whoever is helping in that, that field. It’s a new service, offering anything else that I’m not asking about, glps, that or GOP ones that people that you found in your research and trainings that you’ve been working on?

 

Yeah, I think the biggest, the thing has been discussed pretty recently goes back to Okay, so now, when I finish the talk and someone feels comfortable or they don’t, you know, they make that business choice, okay, one way or the other. Okay, so now they make the choice that we’re going to continue. Now, where can I get it from? So we know we cannot get it from a 503 B pharmacy. There it is very clear that 503 B pharmacies cannot produce that, and that’s the pharmacy that produces like in office. Use big vials. They have it on the shelf. You call them up and you order 12. Cannot do that anymore, but what we can do is a 503 a pharmacy can make a patient specific medication. So if you call up a 503 A and say, I need to order medication for Courtney Walker, like, oh, yeah, we already have one ready. No, that’s impossible, because you’re supposed to make it for Courtney Walker. So where can we get it from? I think is a huge issue.

 

How do we vet a pharmacy? How do I make sure it’s reputable? I go to their website and they have not an about they don’t have an About Me section. It just started yesterday, and you can’t order. You can only order over the phone, and they don’t send you any type of email confirmation. Seems pretty sketchy to me. So betting the pharmacies and and knowing that you where you can get it from, as far as, like, pharmacy versus, I have a lot of questions about research based labs, where you get these, not just, not just GOP ones, but you get other peptides. And it comes to you in your office and it says, not for human use. Can you use that on humans? And I’m like, no, no, you cannot. The FDA is pretty clear as a provider where you can get medications from for human use and for peptides, which includes GLP one, so you need to stick to 503, and. Pharmacies and steer away from research based labs.

One, because you’re not allowed to get them there, according to the FDA. But two, tell me this argument like, think forward. You’re standing in front of the Board of Medicine, and you’re defending a negligence, something that says, not for human and why you used not for human use medication for humans like I am not unless you want to pay me a lot of money, I’m not taking that case on. So it because it’s all it comes back down to you have to have good clinical judgment and sound clinical judgment and feel really confident in your decisions, which is why I am so I am beyond passionate about the practice of law. I get really fired up about it.

I put my hand up and swore an oath to protect the Constitution, and I will not let an outside business tell me that I can’t represent my client the way that I need to represent my client. Now, if my own board tells me that I can’t do that. Okay, sure, they control my license. I’ll listen to them. But I can’t imagine a, you know, Microsoft all of a sudden coming in and being like, No, you can’t do that for your clients anymore. That’s not You’re not allowed to represent them in that way. I’m like, This is my license, and I’m going to represent them in the way that I see fit, and according to the board that governs my licensure in the court system, like you have no say in this. And that is essentially what is going on here, which is why I just really lean into like helping practices and providers protect that, because we need that’s where we get into good medical judgment, good medical outcomes for clients so far beyond Med Spa world, like all the way down to hospitals. We don’t want business to come into medicine, because that’s when we can taint, you know, that’s cynical, that’s skeptical. I have a license to do that. That’s where business, business comes in, and it can really, really mess with stuff, because you’re not so often people stop thinking about what’s best for the patient, or thinking about the best treatments, and they are then going into like, what makes the most money, or how do I profit out of this the most and that’s why we have so many laws and regulations corporate practice of medicine, clearly delineating the two, because we want and even for medicine, for law, there are other professions where we want to make sure that the in person, who’s the patient or the client or whoever, that we’re protecting them from kind of that infiltration of business. In a lot of ways,this was so much incredible information. You are just brilliant, my dear.

Thankyou. Thank you. I could go on and on, I mean, and I have for months, it’s like the number one thing, what people want to talk about, but it’s totally fine, and I get it. And then I have people who because, you know, one of the things I said at the beginning is I, I want the best thing that someone could say to me is that like they feel confident in their decision, whatever that decision is, so I want people to put their head down at night, and maybe they get a letter down the road, but at least they’re prepared.

 

They know the risks. They’ve made a very calculated and intelligent decision for their business, and just giving them that confidence is like, I feel like, truly, that’s one of my purposes in life, is to help businesses navigate kind of a wild west, a gray area in medical esthetics, in so many ways, but there is a way to do it where you don’t go to sleep every night being like, they’re coming for me, they’re probably not. But even if they do, we will have like, I’m from Tennessee, so we will have a cheese board ready and some sweet tea, and you’ll be like, welcome party, roll out the red carpet. Come in and see whatever you want.

Oh, my goodness. Okay, so where can people find you, follow you, stay in touch with you, get into your world. Where’s the best place? Yeah, I think the best place is on Instagram for the most like live action content. It’s court approved esthetics. I do a segment that people really enjoy a lot. It’s called Whiteboard Wednesday, where I just pull out a whiteboard and start, you heard it here some like doing charts. And really, I’m a visual learner, so really breaking things down, obviously, all that’s for free. And I try to do like, legal updates and stuff over on there. And then, if anyone’s ever interested in working with me, then it’s https://courtapprovedaesthetics.com/

Wonderful. Well, we’ll get all of those links below this episode. I so appreciate you and your expertise, and this was such an incredible episode. Be sure to check out https://courtapprovedaesthetics.com/. And of course, if you want to keep this conversation going, head over to the spa marketing Made Easy Facebook group, and I’ll catch you on the next episode.

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EP 439: Marketing Budgeting Deep Dive: How Much Should Your Spa Really Spend?

Ready to stop guessing about your marketing budget?

I’m joined by ad strategist Tara, and together we unpack the exact percentages spa owners should allocate to marketing – based on three key business phases:

  1. Maintenance Mode — stay level
  2. Growth Mode — scale strategically
  3. Hyper Growth Mode — invest heavily during big promotional windows

You’ll understand how to craft a budget that reflects your goals, season, and client behavior—and how to split that marketing budget across ads and analog efforts like mailers or in-person events.

What you’ll learn during this episode:

  • The budgeting breakdown: 5%, 10–15%, and 15–20% of revenue
  • Why sticking to percentages helps spot if you’re over– or under-spending
  • How your budgeting changes depending on the time of year
  • Why ad dollars should be evenly split between digital and “analog” channels
  • The secret to tracking true lead source quality (not just total new clients)

Resources Mentioned in Episode #439:  Marketing Budgeting Deep Dive: How Much Should Your Spa Really Spend?

  • Register for the webinar on How Spa Owners & Aestheticians Are Using Social Ads to Get More Clients on Autopilot

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LINKEDIN / @addoaesthetics

ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems.

With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability.

Her mission? To transform overworked aestheticians into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth.

As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up.

Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Hey, Daniela, here and you are listening to the Spa Marketing Made Easy Podcast. We have been producing this show since 2018 and we have hundreds of episodes that are filled with inspiration, education, marketing, strategies and more, all just for esthetic professionals right now in this season, my focus is creating content specifically for spa CEOs who desire to build a profitable, systemized spa that generates a minimum personal income of 100k per year without sacrificing your family time or burning out. If that is you, you are in the right place, my dear, I am so happy that you are here now on today’s episode, we are diving into a marketing budget. Deep Dive with my dear friend and APA partner, Miss Tara Zirker.

Now Tara has been and will continue to be our go to referral partner for all things ads. In fact, I used to pay agencies lots and lots of money, I’m talking like three to $4,000 a month to manage our ads. And that was really until I gained the confidence in myself with Tara support and her program, successful ads club, that I could actually bring ads in house that move you guys saved me about $30,000 a year. Can you believe that? $30,000 a year? And when I think about how much that adds up over the years, we’re talking about six figures of savings, plus, right by doing them in house, we were able to shift and change our ads as we saw fit. Nobody knows our brand like we do and that like, our results started going up higher as well. Was it fun? No, I will be super honest about that. I’m not gonna sugarcoat it. Okay, I did not enjoy the process. But was it worth it 100% you guys, it was worth it a million times. It was a short term pain for a long term gain.

So one of those things that I have absolutely zero regrets on, and if you’re interested in learning how you can either start doing ads yourself, if you have not really kind of dipped your toe in that pool, or if you’re like me and you’re like, gosh, I’m spending so much money on ads, and I just want to figure out how to bring this in house and save myself that much money. Then I want you to click the link below this episode to get registered for a free training that Tara and I are hosting together on July 14. Okay, that was just a little side note, but let’s get back to the purpose of today’s episode, and that is to dive into ADS budgets to really get clear on how much should you be spending on marketing. So we’re breaking it down to marketing in general, and then how much of that should be ads, how much should that be traditional marketing, all of those fun things that we get to play around with and do as spa CEOs.

So I hope you enjoy this episode, and I hope to see you in July at the training that Tara and I are hosting. All right, let’s go ahead and play that interview. All right. Tara, welcome back to the spa. Marketing Made Easy podcast. I don’t know how many times you’ve been on, but I love that you’re here again. And I think that you know talking about marketing, talking about ads, is always something that is evolving and changing and growing as the market and the economy shifts the way that we’re doing things. And so today I wanted to specifically dive into budgeting, because budgeting is such. How much are we supposed to be spending?

How do we you know, I feel like when people pick their ad budgets, they’re just kind of, that sounds like a good number, but, like, I do you see that? I mean, I used to do that all the time, absolutely. And then it was like, Okay, no, if I want to be really strategic and I want to really get into the numbers, I want to look at the percentages that I’m spending specifically on marketing. And it doesn’t have to be all on ads or all on SEO or all on events or referral programs, but we definitely want to take that total marketing budget and then allocate what is working and what is making the most sense right now, 100% and I think the more that you can think of your business and look at your business, your business through the lens of percentages, because how many of us, myself included, that’s how I used to do budgeting, too. It’s just like, I don’t know, maybe this amount, like just kind of guessing your way through that is not your most effective way. So we really step into more of that. Uh, stronger sort of business, the more sophisticated, yeah, more sophisticated business for as we kind of grow and evolve, and when we started, um, really getting into our numbers and really diving into, like, Profit First, and in Profit First, you do everything in percentages, right? It that was, this is probably five or six years ago that I was like, oh, we need,like, a percentage for our marketing budget too.

So let’s, let’s talk about kind of the different stages a business might be in, or a different goals that a business might have, and how we’re looking at like, what, how do we know what a healthy budget should be for those different businesses? I love it, okay, so when I’m thinking about budgeting, I always want to think of my business. You’re thinking of it in kind of three stages of growth, and really, your business is probably going through all three stages of these growth markers every single year. So there’s maintenance, there’s growth, and there’s hyper growth. And so should I just take us through Daniela, kind of each one? And okay, so if you’re in maintenance mode and just kind of think to yourself as you’re listening to us today, like, which, which place

Am I in right now, you’re probably just kind of maintaining your current numbers, you’re covering attrition, essentially. If you know, you lose an average of seven clients a month, you’re just covering those seven clients, and you’re just kind of maintaining your capacity. And there’s certainly times of the year where you might be in that stage. I mean, maybe if you’re a solo Estee, you might just be, you know, maybe summers are a little not only are they slower, just in the spa world in general, but you might also have kids out of school, and maybe you’re just trying to maintain certain, you know, client percentage.

What we see in Spa on average is that you’re going to lose about 20% or patient base or client base every year. And so just plan that you want to add 20% new clients to whatever that active number is, and it’s really important to not get attached to that, because people, people move. People get pregnant, people, people’s financial situations change. People find other locations that are a better fit for them. And all of it is okay. It’s just, you know, if you plan for that average of 20% that’s your maintenance mode that we’re wanting to spend our marketing dollars to recoup to stay at that level. So good.

The next stage would be growth. So this is where you’re looking to grow your revenue and and everybody always says they want growth, but when you really look at it, you know, there may be times of the year where you’re not planning for as much growth, right? So this is like you’re really looking to grow your revenue month over month. And then we go into hyper growth. And this is, it sounds exciting, but listen to what hyper growth is. Hyper growth is when you are this is your cheapest time of the year to acquire clients. So we’re thinking this might be a Black Friday for some of you. Maybe right? You know, as fall starts like these are just periods of time where it’s really easy to acquire clients. I’m also thinking of beginning of the years, another beautiful time for this stage. But there’s a but you are willing to sacrifice perhaps a tiny bit of your profitability in order to have this hyper growth stage where you’re getting a ton of clients and you know, that’s going to pay off long term, right? So you don’t want to be in a hyper growth for longer than two to three months.

You know, your bookkeepers CPAs would get very angry with a suggestion of staying in hyper growth for longer than that. So, and the reason why, and you’re going to hear, when I go through, back through this kind of timeline, or these, these markers again, you’re going to hear the percentages, and it’s going to make sense, why Hyper Growth you’re sacrificing just a little bit of something else in order to get into that stage. So when we’re in maintenance mode, we want to spend, and I would just ask yourself, like, am I overspending or under spending? So this should be pretty easy to calculate, and you’re just basically going to think of your total revenue, and I’m going to give you the percentages of how much you should be or could be, allocating towards your marketing budget at each of these stages.

Okay, so if you’re in maintenance mode, about 5% of your revenue should get you to that point where you’re pretty easily replacing the clients that you’re losing. So we’re just maintaining, if you are in growth mode, you want to be popping that budget up to 10 to 15% of revenue. And that should be fairly comfortable. It shouldn’t be, you know, affecting too many other things. And then when we go into hyper growth, that’s where you’re willing to bump up even a little bit further to 15 to 20% of your revenue. And again, you’re only doing that. You’re doing that intelligently.

You’re only doing that during the periods of time of the year where you just know it is a. Less expensive to acquire customers, acquire clients, than it might be during other periods of time. Like people are just in the mode of finding, you know, their their their spa services for the year, and that’s when you want to capitalize on that hyper growth period. So when you think through that, it should be pretty easy to start thinking to yourself, Am I underspending or overspending? And I will tell you that overspending is rarely the problem. Daniela, would love to hear your thoughts, but for the most part, when I see folks, and we go through kind of their PNL, they’re dramatically underspending.

Typically,I see that a lot in Spa. And I think that, you know, when someone’s first starting out, typically, we see them starting out as a solo provider, and, you know, they’re doing the work in the room. They’re trying to operate and grow the business and or if they’re hiring somebody, they’re either overpaying them or, you know, so there’s they feel like there’s no money at the end of the month. And so to think about investing, you know, 1000s of dollars into marketing, they’re looking at it as an expense rather than an investment. And so that’s why it’s incredibly important to be comfortable with your numbers and really track like okay, if I am doing let’s just say that I have a $250,000 business. I love getting my calculator out here.

Yes, 250,000 so if I break that down, divide by 12, I know that’s not how it all typically works out, but on average, I’m doing about 21,000 a month. If I multiply that times 5% that’s $1,041 a month that I would be spending on marketing. So we may say that we want to spend $500 on ads, and then use the other $500 for your other marketing activities. Well, if you spend $500 on ads and then you’re getting clients coming in, what we have to look at is, what is the client going to spend over the course of their relationship with you as a business. It’s not just recouping that $500 and then saying, Okay, well, they did a facial and then they bought some retail product. It’s what are they going to spend with you over the course of the year? And that’s why it’s, I mean, this is might take us down a different rabbit hole, but I think it’s so incredibly important to know who you are and who you serve before you really dive into ADS, because targeting the wrong person can really lower your retention rate, and then you can feel like, well, ads don’t work. Well, no, it’s that you’re just throwing ads out there to anyone under this, anyone out there, we have to speak our ideal clients language that we’re connecting with them on a deep personal level, that we understand their needs and desires. And so if you have that piece dialed in and know who you are, and know who you serve and what problems you’re solving for that individual, then you’re attracting the right person that’s gonna get you an ROI way more than you know the $500 that you spent on the ads.

I mean, that’s so powerful. And I think there’s even layers of wisdom there. Just in general, so many, so many people, so many business owners of all types, and you know, definitely in the spa world, have targeted the wrong customer, especially when you’re starting out, you’re figuring all that out. You just don’t realize the long tail on that. Because guess what? Those are going to be, who they’re going to bring in their friends, they’re gonna it’s just like it create.

You really want to attract that right avatar. And I think one mistake that people make in our world with ads is they think that you have to do these massive discounts, you have to do attract kind of the lowest paying client, right? And that is not true. We see luxury brands, very premium brands in our world that are targeting very effectively with ads. And really, I think it comes down to, and this is just usually, you know, some self reflection. Now, there’s so many wonderful chatgpt prompts you can go through. It’s really identifying what your unique selling proposition is. What is that unique result that you get for your clients? And once you figure that out, oh, everything becomes so much easier, and definitely your ads.

So how are we going to you know, you talked about being in these different seasons of. Of maintaining or growth or hyper growth. Is this something that we’re looking at when we’re doing our annual plan for the year that, hey, from January, we’re going to have a hyper growth, and October, we’re going to have a hyper growth, or November, depending on if we’re doing an event or Black Friday, and then are we just maybe looking at quarters how we’re mapping? Okay, yes, yes, absolutely.

I mean, I would say generally, we know that there’s a summer sort of slow down. So you don’t want to be usually in any sort of hyper growth situation at that period, because it’s actually gonna cost you more. May it cost you a little bit more. You might be able to maintain kind of a good average, but you don’t want to spend more during that time. And then, yes, I would just kind of look at and your data should tell you, like, When are your promotions the most effective? You know, typically, we’re thinking that kind of, that fall season, early part of the year is wonderful, perhaps an anniversary period. Those are typically periods where it’s like, and hyper growth doesn’t need to be a full three or four months. It can be one month where it’s like, we’re going to increase our ads budget this month, knowing it’s our anniversary month, or whatever it is. And we typically just get a lot of client activity, new client activity, and so we want to capitalize increase the budget a little bit during that period. No, we might see a little bit less profitability, percentage wise, during that month. But that’s okay, because back to what you said earlier, that lifetime value more than makes up for it.

Okay, so we’re mapping this out in terms of timeline of when we’re going to do it. We’re mapping it out. Are we then adjusting our budget based on what actually comes in? Because I know we like to do projections when possible, but sometimes it’s over and sometimes it’s under. So are we just kind of carrying over the budget to the next month and seeing Yeah, and adjusting it in that absolutely okay.

And something, for people that are nervous about this, maybe you don’t have as much data to kind of inform sometimes I’ll say, well, then go with last month. You know that revenue that’s already, that already came in the door, base your base your budget on last month. So if last month, I don’t know, let’s say we did had a $20,000 month, then let’s take, you know, maybe we’re in growth mode. Maybe you want to take 2000 of that. And I think something that we want to pull out here as well, and you mentioned it earlier, is that’s not all going to ads. I know I’m an ADS person, but you don’t want that all to go to ads. An ideal split would be 5050 50% you’re kind of organic, but not organic, but you’re more like analog activities. Maybe you’re sending a mailer. Maybe you are going to be present at a couple of community events, like those things are very, very good. And then 50% goes towards those digital, you know, opportunities, your Facebook ads, your Google ads, things like that. So you want to diversify that marketing budget, but that would be a very, very good way to do it. So if you’re nervous and you don’t really have enough, like, year over year data, then just go based off of last month, or maybe it was, you know, May of last year. If it’s May this year, May of last year, you know. So there’s ways to kind of look at that, so you’re not just, you know, throwing a Hail Mary out there and hoping for the best.

So that’s a great bit of advice for someone who maybe is not budgeting at all. And you know, like, that’s how we get started. So if that’s you like, just take this next step and say, Okay, I’m going to start to start treating my business like a business. I’m going to step in if I want to be a seven figure spa owner, I need to start acting like that now. And that is the way, like seven figure spa owners are creating budgets.

 

They are out there marketing. They’re testing things that are working for their businesses. The other piece of advice that I want to touch on here, when we get around budgeting and kind of the how we’re looking at how it’s working, I like to keep track of where your leads are coming from. So if your leads, if you have you know, X amount of new clients or patients from Google or SEO, X amount of new patients from ads, and then X amount of new patients for from referrals. You want to also really look at the quality of that lead. And so if, let’s say that you have 50 new people that came in from search, and you have 30 new people that came in from ads, what you want to do, and this would, really, I would love to see this over, like, a quarter basis. Really look. And over like a three month time span, take everybody that came in from SEO and check their retention rate and check what they spent in your business.

Do the same thing for ads and do the same thing for referral. You may have less from ads, but they may be more qualified leads, and so that’s going to help you understand, how do I diversify that budget more if I’m getting better quality leads, then I want to make sure that I am taking my percentage budget and really putting it into the lead source. And this might change. It may change quarter to quarter. So you may have one quarter where ads is outperforming Google and and vice versa. And so it’s really important for you as the CEO, getting into the numbers, looking at these types of things and paying attention to these types of things, because that will make your dollar go so much further and help your business to be more profitable. The one thing that I can tell you for sure about marketing is that it always changes.

It’s the basic concepts are there, but there’s always going to be things that are shifting and changing in how we are getting the attention of our ideal client, 100% yes, that’s so good. And I feel like you don’t need to be a trend chaser, necessarily, but to understand and just keep a pulse on where the market kind of is, what I want to say about that is like, Don’t chase like micro trends, like what you know, what’s popular on trending right now on social media probably isn’t as important as which platforms your client is on, and trace kind of paying attention to or keeping a pulse on those, like bigger trends, right, the macro trends of where people are at, how they’re interacting. I mean, we see things like, I know you talk about this often, but just the the importance of things like Google reviews and how much the client, the customer behavior has changed over the years to where used to be a little bit more. Like somebody would see your ad, they go and kind of do the thing you wanted them to do. But now they see your ad, and there’s several layers that they go through. They go and they Google you, they read your review. So you just have to understand those macro kind of where thing, where your entire online presence, entire online presence, and how people are going from point A to point Z, which is ultimately booking with you so good.

So I know this is a little bit shorter of an episode than we typically do, but I want to keep this really focused on budgeting. And if you’re listening to this and you do have some gaps in your schedule, or you do have some time that you can focus on strategy of your business. This is what I want you to focus on. I want you to look at the numbers. I want you to look at your budget. I want you to see where your leads are coming from, and I want you to create a clear plan so that you know here’s how much I can spend and here’s where those marketing dollars are going, and be sure that you have time allocated to track the leads that are coming in and understand and that can be done through a simple tagging system in your CRM. You want to make sure at the front desk that they’re asking, you know, where did you hear about us? We want to make sure that we’re collecting all of that data that will make you a very sophisticated business owner. That will make you a spa CEO in your business, to really help you build it into a company. It’s so, so important. Tara, anything else that you want to add?

Oh, this was great. I always love being with your community. Daniela, and you know, I would just say, like, just as you start to get really comfortable with these numbers, you’re going to start to feel that you really are able to pull the levers and control the revenue and really your destiny. And so understanding how you’re allocating what you’re investing in and how that’s coming back to you, and not being afraid of it, will start to elevate your skill set as your as a spa CEO, and you’ll be able to control the flow, you know, you will be able to kind of determine, not with exactness, but pretty close, how many new customers you need, how much it’s going to cost you to get those customers and and then from there, things start really moving in really cool ways.

Love it all right. Well, as always, if you want to keep this conversation going, please head on over to the spa. Marketing Made Easy. Facebook group. We’ve got all the information on our free trainings and tons of videos and resources to help. You build your business, we will catch you on the next episode.

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