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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

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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, 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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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

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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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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 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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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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EP 438: Building a Million-Dollar Waxing Brand with Integrity and Impact: Candice Johnson’s Story

What happens when you blend hustle with heart?

In this powerful episode of Spa Marketing Made Easy, I’m joined by Candice Johnson, the founder of Candee Skin—a waxing and skincare brand that has grown into a million-dollar company with a 16-person team.

Candice’s story is one of resilience, faith, and practical leadership. From being let go from a corporate waxing job to navigating the challenges of COVID, learning her numbers, and dreaming big with franchising—her path proves that “normal” women with a big vision can do extraordinary things.

If you’ve ever struggled with confidence, cash flow, or clarity—this episode is for you.

What you’ll learn during this episode:

  • Why Candice focused on working every role before launching her spa
  • How she grew her brand during COVID by serving her clients and team
  • The moment she couldn’t make payroll—and what changed from that point on
  • How she pays her team well and runs a profitable spa

Her plans to franchise—and how she’s preparing to scale

Resources Mentioned in Episode #438:  Building a Million-Dollar Waxing Brand with Integrity and Impact: Candice Johnson’s Story

  • Follow Candee Skin on Instagram → @candice.mjohnson
  • Connect with Candice on LinkedIn → http://linkedin.com/in/candiceclariett/ 
  • Visit Candice’s website → http://candeeskin.com/ 

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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. A podcast for spa owners who want to step up their leadership and business skills and step into the role as spa CEO. I’m your host. Daniela Woerner, CEO of Addo Aesthetics and Founder of the Growth Factor Framework Program, where we teach, coach and guide spa owners in scaling their spas to the next level of growth and unlocking freedom in their life and their business. I’m so glad you’re here now. Let’s dive into the show.

Hey, Daniela, here and welcome to the Spa Marketing Made Easy podcast. Now, if this is your first time tuning in, welcome. I’m so happy to have you here. Our primary focus for the show is to provide inspiration, education and bring massive value for aesthetic professionals who want to build a profitable, systemized spa that generates a minimum personal income, your take home pay minimum of 100k per year without sacrificing family Time are burning out.

That is such an important caveat. Now in today’s episode, it’s going to fall into the inspiration category with, of course, some education sprinkled in. I’m interviewing Candice, who’s a longtime spa marketing Made Easy listener and a million dollar spa owner.

She’s sharing her behind the scenes story of how she built such a successful brand, what she visualizes for her future, and what advice she has for spa owners who want to build their own million dollar business. It was such a fun interview for me, because I just love being able to connect with our listeners on a whole new level. And of course, I was inspired by candace’s spirit and her drive. Okay, I’m gonna just do a little snippet of her bio, and then we’re gonna jump into her story so you can hear it from herself. Okay, so a proud Dallas native, Candice became a licensed aesthetician in 2009 in Atlanta, Georgia, with a diverse background and specialty in waxing and skincare.

She held roles as a marketing manager, corporate trainer and location manager until 2015 Candice, then I’m going to just summarize this part for you here, because I don’t want to give away the whole story, because she goes into it into the in the interview. But essentially, after 2015 she launched her business Candee Skin in 2016 had a whole rapid influx of clients.

She transitioned herself out of the room and into the CEO position where she was able to maintain over a million in sales and has grown her team to 20 employees, all while staying committed to her mission of empowering and elevating skincare experiences for all so her goal, as you’re gonna hear in this episode, the next stage for her, is franchising candy skin. So super excited about that, and I don’t wanna give away everything, so I’m gonna leave it just as there.

But incredible, right? I love sharing stories of incredible women that are doing big things, because it’s just even more proof that your dreams and your desires are possible. Okay, without further ado, let’s go ahead and play that interview.

All right. Candice, welcome to the Spa Marketing Made Easy Podcast. I’m so excited to share your story. I was so you know, when we get pitched, because you had reached out to us and said, I’d love to share my story. 99% of those pitches we turned down. We really do, and Christy, Christy handles all of them, and it’s, it’s because for me, it’s very, very important on this show that we spread positivity and that we spread education for aesthetic professionals in our industry. And those are two really, really important pieces. And when you sent your pitch over. It was so just normal. You were such a normal person in the good way, not like, here’s this like salesy thing of how I do X, Y, Z. It was just like a regular person. And I loved that. And your story, you know, is incredible and very valuable, I think, for people to see and be inspired. So why don’t you take us back and kind of let us know how your journey in esthetics started? Okay, you know what was your vision? And then we’ll kind of walk through to what you’ve created today.

Okay,well, thank you for having me number one. I started my journey as an Aesthetician 1516, years ago in Atlanta, Georgia. My first time hearing about aesthetics was when I lived in Florida and I was picked up by a modeling agency, and I was like, What is aesthetic. So I’ve never even heard of this before, and they explained it, and I was like, oh, you know what, I’m kind of interested in this. So once I got to Atlanta, I went to school, and immediately after graduation, I went to, want to, kind of wanted to be more the medical esthetics industry. I really didn’t get any great feedback from that, or any opportunities from that. So I was like, You know what? I really loved waxing, so let me kind of go down that avenue. So I worked in the waxing industry for some of the most major companies that are out there.

I did some skincare as well, too for a private company. And I was like, you know, one day I’m gonna have my own business, I decided to learn all the ins and outs. I was management, I was marketing coordinator, I was top in sales, and I was like, You know what? I’m going to use all these tools to and apply them to my own business one day. Fast forward. I moved back home to Dallas, and I was working for a major company, and I ended up getting let go. And I was like, Well, what am I going to do? I don’t know what I’m going to do. And I was like, You know what? I need to just follow through what my dream was and what I wanted to accomplish. And that was opening up my own business. It was like the universe’s plan to say, yeah, yeah, it’s your time exactly when you went to esthetic school.

This is something I always am really interested in, because I feel like one of the bits of feedback that I get is that, well, they don’t, they don’t prepare you for business, but it’s not their job to prepare us for business. It’s their job to teach us how to do a facial exactly just that so many providers go into starting their own business as a solo or whatever that may look like. Before you went to esthetic school, was there any part of you that felt like you were going to be an entrepreneur or start your own business. Did you have that entrepreneurial spark?

Yes, I did. My previous marriage, my he was into business. He was an entrepreneur, so I definitely worked with him in that aspect. And I was like, You know what? This is behind the scenes? Yeah. I was like, this is something I think I would definitely want to do in the future. I didn’t really know exactly what it was going to be, what industry it was going to be in, but I knew at some point I was going to be doing something for myself. Yes, and so then you go to esthetic school, you’re getting the experience. How long are you working for these bigger companies?

Actually, I worked for about five to six years, just so you really, I always recommend that new providers, just out of school, they work for about three years before they go on their own. Yes, there’s so much. I mean, when you go into entrepreneurship, you don’t know what. You don’t know. There’s so much that you’re like, Okay, this is a whole other thing. So really understanding your craft and being a master at your craft is going to be it’s going to just make your life so much easier than definitely trying to run the business and trying to figure out what it is that you’re actually doing to be able to get people results.

Yes, yes. I totally agree with that. And that’s exactly the mindset that I had. I was like, You know what? In order for me to learn and know how to run my business, I have to work all aspects of it in someone else’s business. So that’s where the management and the lead, the training and all that type of stuff came into play. I did all that intentionally just to make sure that I had some of the tools. Of course, it wasn’t going to be perfect, but some of the tools in order to be able to effectively run my business, that’s very strategic thinking. So okay, so you open your spa, tell me about that season. What was that like? What were, what did you think it was gonna be, compared to what it actually turned out to be?

Well, of course, in my mind, I am, I’m a positive thinker. So I was always like, you know what? I’m gonna, you know, make all this money. I’m gonna do so great, I’m gonna have all these clients, and essentially starting out that wasn’t the case, right? So I had a plan. And, you know, some days I did zero, and then some days I did only $200 and then eventually it just started to build over time, and it was like, Okay, I hit my first $500 in a day, that was a win. Oh, I hit my next I hit my first 1000 in a day. That’s a win. And then it just got higher and higher, and it just drove me even more to keep pushing. And eventually I had to, within six months, actually, I had to find another facility to be in. Be. Because I needed help at that point. So I went very hard with it. It’s, it is a skill to be able to stay positive when there’s $0 coming in for the day.

Yes, it’s, you know, we were talking about that right before we started recording. Is like you can either go in this downward spiral and think about all the things that are wrong, or you can stay positive, yes, and but it’s, it’s it’s hard, it’s hard to stay positive and not be fearful of, like, Hey, I’ve got money invested in this. I’ve got time invested in this. This this is how I’m going to put food on the table. You know, if you have kids that you’re trying to take care of, I mean, there’s, there’s a lot of aspects of just life that goes into that. So what do you do to stay positive? Even in were you in business during COVID? Yes. Okay. So during COVID, what were you doing? How were you staying positive during that time?

Well,by that time, I had a staff, so we tried to prepare, you know, by making sure that they were okay. First, we did understand that the government was going to be giving out, you know, money for them to sustain their life to a certain extent, but we kind of went that extra mile. We also provided things for the clients, you know, such as retail, to make sure that they kept up on their daily regime. For skin care, some of our clients actually, surprisingly, and I’m so blessed, they bought packages during that season because they felt like they wanted to contribute to our business. You know, some businesses didn’t survive during that time, but I’m a faith based person, so I definitely stayed positive by just praying and focusing and you know, I definitely took the time out to really find ways to improve so, you know, having better systems when we returned, you know, studying different things, you know, that we could implement into the business that made the customer experience better and also our team’s experience better with within the Candee Skin brand. And that’s what I did during COVID. I kept my focus on how to be better.

I love that I was I had a baby, my son with baby and COVID Baby, he was born April of 2020, and so I was like, very pregnant leading up to it, and then I was like, getting ready to go on maternity. And then every spa in the world shut down. But you know what it was, we made it work. And for us, we actually doubled that year. And a lot of, I know a lot of businesses doubled that year, and you look back and it’s like, wow, that was one of the most like, I don’t know how I did that. I don’t know what I was doing every single day, and how like, for anyone that has children and understands that, like, the first three months of insanity with a newborn of like, zero sleep. And if you’re a mom that chooses to nurse and goes through the nursing, and even if you’re doing formula, still feeding in the middle of the night. I mean, there’s so many demands based on, you know, it was just a crazy time period, but it was, I feel my kind of approach now is like, if we made it through COVID, we can make it through anything.

Yes,most definitely. Okay. So tell us about your business now, like, Who are you serving? Tell me about your team. What is your like, your brand that you have so candy skin is a waxing and skincare brand. We are known for our waxing. That is what we do. That’s what we provide. Our typical customer is your 35 to maybe 55 year old woman, working, woman in the workforce. And we have been a company. We’ve been open almost 10 years now, and we have grown so much. We have I have about 16 employees now. Over the course of the 10 years, we’ve become a million dollar store, and we’re just big on serving our community. We’re big on involving our team and serving the community as well and making sure that they’re good. I’ve been always, especially with working in the industry before, you know, I’ve really always been about making sure that my employees could actually make a pay that was reasonable, where they felt like they could be stable in their life. Mm. Mm hmm, because I didn’t really experience that, I felt like I had to work like above and beyond in order to receive a certain amount of pay when I was in the industry. So I wanted to actually, you know, turn that around for my group of employees that were coming through me. So we pay commission, and they do very, very well. They’re able to, you know, do the things that maybe a normal person, you know, with some of the other types of pay structures wouldn’t be able to do, and that makes me happy, that in that I just get overjoyed by seeing them being able to provide for their families and take vacations and all that type of stuff without having to overwork in a sense, you know, the hustle and bustle. I just wanted to make sure that they were comfortable. So that’s where we are.

Now, how do you when you’re looking at so zoom back to saying, Okay, you thought that you wanted to get into medical and then you decided, no, that’s not the path that I’m being taken on, like waxing. How much of the the really looking at the numbers and understanding the profitability that is present with waxing, versus focusing on skincare, which can also be very profitable, but if you can do a 15 minute Brazilian and yes, yes,yes, so to and to be able to pay your staff.

Now I, I am personally a believer that your payroll should never go over 40% to be able to operate a healthy business and be able to cover overhead and taxes, and for you to be able to compensate yourself and all of those things, but getting you know like you number one, have to be comfortable with numbers to be able to do that. So I want to hear about your relationship with numbers and like, Were you looking at profitability before you started your business?

No, I was be honest with you. I was horrible at numbers. Okay, but you’ve built a million dollar spa. Yes, I was horrible at numbers. How did you learn honestly my husband, who is now our CFO, he’s amazing with numbers. Okay, so he actually jumped in. And I’ll tell this quick story, because this, I believe this will help someone. I actually ended up one of my payrolls. I did. I did not have the money to pay, and I was freaking out, and I was like, What am I going to do? And he just jumped in. He saw that I was kind of drowning, in a sense, and it’s comes from me not knowing my numbers, not understanding numbers. He jumped in, and he started to kind of teach me, like, this is everything you just said. You know, 40% of your payroll. This is what you want to be doing. And, you know, making sure your inventory costs are down. What are you paying your people? All these things are important, you know, I just wanted to make sure that they were making money. So I was at the high end of what I was paying them, because I wanted them to stay and, you know, all that, all those things. And so, yeah, I had a horrible time with numbers to start off with, but over the years, I’ve learned, and we’re in a totally better place, as you stated, a million dollar store, and I’ve been able to make sure we, you know, stay each year, just climbing, climbing to a new number.

Yeah, and I there’s a couple of things there. I love talking about numbers, and I love women getting comfortable talking about numbers, because so often we go into, well, I love this treatment, or I love this thing, and it’s like, it’s we want you to love what you’re doing, but you’re also running a business that you need to be able to pay yourself and pay your staff. So understanding profitability is hugely important, and not being afraid. You know, I’ve worked with spa owners that it’s like October, and they’re just looking at their numbers for the year for the first time. And because it’s it’s fear, it’s fear, it’s shame, it’s a variety of different things. And so there’s that piece, and there’s also the people pleasing piece, where I don’t want to upset my staff, they’re going to leave me if I don’t pay them this amount of money, everything’s going to crumble if that one person goes I think these are all like normal feelings that entrepreneurs go through, but they don’t have the words to put to them, because it it when you say it out loud, it almost sounds silly, like it doesn’t sound rational, but that’s what’s actually going on if we start to talk about it more, you know? And and letting getting comfortable around understanding profit margin payroll.

Hey, I want to pay you as much as I possibly can, but here’s my limit, 40% payroll. I can get you a raise as long as our revenue goes up to that point, or I can get you or whatever. But here’s the limiting criteria, here’s the payroll band, and here’s what I need from you, you know, and really teaching them to get involved as well. And I, I’m curious. You know, in the past couple of years, we’ve had some inflation, and, you know, different issues like that, that our employees are feeling like they’re getting paid less and less because of inflation. Yet our business costs are going up and up, so the margins are, you know, far less there was, there was something I did a training last summer, and Bankrate had released this report that said, like it feels like, in terms of our dollars, that prices of everything have gone up 20% and so how do you work through that with your team? Sounds like you have a great leadership and great connection with your team. But there’s also these other pieces going on. So are you transparent with them about the numbers, like, how are you having that culture within your spa?

Yes, we have created a space where we are extremely transparent with our employees. A lot of sometimes we actually ask them for their, you know, opinion, you know, what they may think about. You know, some of the things that are going on, we do create a platform to where they can, you know, come to us about some of their concerns, especially when it comes to, you know, what’s going on in the economy, because some of them don’t fully understand how business works, so we don’t mind explaining that to them. And one of those things is, you know, that they feel like that they get paid less because of what’s happening on the back end with the economy and the rising prices. And so we have, we just continuously encourage them. Number one, we went up on our prices because, of course, if our back end has gone up on, you know, how much things cost for us to purchase, then we have to then raise our prices up, which helped our team as well, too, because now they can make, you know, more money off of that. It’s the same, you know, percentage, but they can make more money, in a sense, off of that particular those services and we’ve provided them with things like tippy. We’ve been on that for almost a year now.

I love tippy. Yes, it’s trying to trying to help them to feel like they’re getting the bulk of their money and that we are as a company, are trying to provide things for them that can help them in that area. Today, I actually just spoke with someone for the child care tax credit, just, you know, trying to provide child care for some of my staff at a lower cost, so they don’t have to pay out as much I did that call today, and those are the things that we try to do on a regular basis to kind of help shrink things for them, so they feel like we actually care, you know, and then we are listening to them, and then we do understand what’s going on here in the world. And this is how we can help help you with your concerns.

So what was the feeling for you when you crossed the million dollar mark? Did you feel exactly the same? Or did you, you know what? Um, yes, I felt great, but it literally, and I’m being totally honest, it lasted for a moment. Yeah, and I was ready to hit the next mark.

Was your next mark? 10 million or 2 million?

Honestly? Yeah, 2,000,002

okay. For some reason, after I crossed the $1 million mark, I was like, All right, 10.

Well, in my in my mind, of course, I would want to go there. But in my mind, I was like, okay, realistically, let’s to me. In my mind, I’m like, Okay, let’s get to 2 million next.

That’s that’s probably a better goal.

Yes, we want to be at 10 million. But okay, let’s get to the let’s get to the just the next mark. 2 million sounds great.

What do you visualize yourself? Where do you visualize yourself in the next five years, like, how, how are you feeling? What are you? You know, do you visualize that far out? And how are you? Yes, okay, you’re saying, Okay, here’s where I want to be, and here’s the steps that I’m going to take to get there. Again. Surprisingly, that we’re speaking about this, I had another call. Today, and it was with the women’s Franchise Association, I am trying to move into that realm of franchising. We know that our concept works, and you know it’s definitely franchisable our business, and we want to make sure that we’re able to expand so that those are the next steps for candy skin, I understand that it takes some time, and I’m learning everything the business structures and all the business structure for sure, learning everything I need to learn about it. I’m actually going to be a moderator at an upcoming event for the women’s Franchise Association so that I can learn more about it and get the connections that I need to have in order to, you know, get started with that process. And that’s definitely what I see myself doing in five years, as well as, you know, on a personal side, traveling and more investments and just, yeah, enjoying life and taking care of my family.

Where would you go? What’s on your list?

Oh, wow. I definitely want to go to, I know there’s, it’s very broad, but I would love to go to some part of Africa. That’s one of the things on my list. Greece is actually on my list for next year. Oh, good. And so those, yeah, those are two places that I’m looking forward to traveling to, and I just came from Dr. I’ve been there a few times, but just came from Dr on Sunday. So just putting more travel into my life and enjoying life and seeing things and seeing the world, experiencing, yeah, because I didn’t do that, you know, for my first, like, eight years of business, I didn’t go anywhere. And now I’m like, You know what? It’s time to start living.

Yes, yeah, time to start living. I love that. All right. So what advice do you have for the business owner, the esthetic professional right now that is feeling overwhelmed, that’s feeling mom guilt for working, that’s wondering if this is even going to work, because she’s a pen and paper kind of gal, and she doesn’t know her numbers, but She’s driven and she’s smart and she’s an action taker, but it’s hard spot like, what advice do you tell that person?

I would say to definitely be open to advice. Always seek advice from those who are doing you know in a better position than you are. Don’t be afraid that you know or feel inadequate that your numbers aren’t there. Take the advice, use it and apply it to your business so that you can start to see the changes that you want. That’s the main advice that I would see. Whether it’s a mentor or I haven’t even gotten advice from my bank, my bank that I bank with, you know what I mean, on how to, like, improve my credit at the time, it wasn’t great. I didn’t really know what to do. I was afraid. But, you know, once they gave me the information on how to keep moving forward, I applied it and it worked. And that’s that’s something that, that, that I would definitely give them advice on, is just to, don’t be afraid to talk to someone. Outsource information, Google, study everything you know, ChatGPT right now you know everything. Just learn what it is to help you prepare your business and just keep moving forward and stay positive as you’re doing it.

I think people are afraid to ask because of that feeling of inadequacy, and really like when you get asked a question, if someone’s coming to you, you’re not going to judge that person. You’re going to just help them in the best way that you can, you know? So it’s great advice. Where can people find you? Follow you, stay in touch with you.

All right. So you can follow candy skin at Candee Skin spells c a n d e e s k i n you can also follow me at Candice M Johnson, I’m on all platforms. The same thing with Candee Skin. We’re on all platforms, Tiktok, Instagram, Facebook, LinkedIn, all the things. We’re on everything, and we’re right here in DeSoto and serving the DFW Metroplex. We have clients that come from everywhere. So all all are welcome, wonderful.I love that.

Well, thank you so much. We’re going to include those links below this episode. I appreciate you sharing your story and your positivity, and I can’t wait to see what comes next for you. Yes, I appreciate it. Thank you so much for your time, and I look forward to speaking with you again.

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EP 437: What If Failure Isn’t the End – But the Beginning?

📢 What if your last “failure” was actually your biggest growth opportunity?

In this solo episode of Spa Marketing Made Easy, Daniela shares a personal (and unexpectedly relatable) story from her birthday weekend—plus the mindset shift every spa CEO needs when things don’t go as planned.

Whether it’s a failed launch, a flaky client, or a team issue that caught you off guard—this episode will help you reframe how you think about “flops” and see them as stepping stones, not stop signs.

You’ll learn why we need to separate what happened from who we are—and how to keep moving forward with clarity, courage, and a little less drama.

Resources Mentioned in Episode #437:  What If Failure Isn’t the End—But the Beginning?

  • Worthy by Jamie Kern Lima
  • Sara Blakely’s “What did you fail at today?” practice

Subscribe on Spotify Subscribe on Apple Podcasts Subscribe on YouTube

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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 to Spa Marketing Made Easy. A podcast for spa owners who want to step up their leadership and business skills and step into the role as spa CEO. I’m your host. Daniela Woerner, CEO of Addo Aesthetics and Founder of the Growth Factor Framework Program, where we teach, coach and guide spa owners in scaling their spas to the next level of growth and unlocking freedom in their life and their business. I’m so glad you’re here now. Let’s dive into the show.

Hey Daniela here, and welcome back to the Spa Marketing Made Easy podcast. So I’ve got a story for you, and this is the story that you know, as I was researching and kind of reflecting on what I thought was going to be the best way to approach this episode, this story just kept coming up over and over and over again in my mind, and this is really going to resonate with you and be something that I believe that You need to hear if you are a type A action taker, you know, full of passion, pour your heart into everything, that type of person, if you have ever tried something and it fell flat, it is not fun. It is not a great experience.

If you’ve tried something in your spa, you’re dedicated to your spa. You’re dedicated to growing it. You’re dedicated to building it and creating this incredible both and lifestyle. And if you ever tried something that didn’t work, you feel so defeated. You feel just like a failure, really? And today, I want to talk about how we really reframe that and shift kind of the way that we’re thinking about ourselves when things don’t work as we think they’re supposed to.

So my birthday this year fell over a long weekend, which meant for the first time in a very long time, my family was going to have four uninterrupted days with very little on the calendar all together. There were no birthday parties, there were no swim lessons, just time at home, which felt so glorious because we are in a season right now. My kids are five and eight, and so there’s, I mean, the amount of birthday parties that are happening on the weekends, the amount of after activities, whether it’s karate belt testing or, you know, whatever they’re doing at the time. I just feel like we’re in this wonderfully chaotic season, I’m trying to, you know, really take in every moment of it and enjoy every moment of it, because I love five and eight, but we were home.

We’re doing a lot of house projects as well. And so it just felt so abundant and so glorious to have four days with nothing on the calendar, so I’m outside, and I’m working on clearing some brush to make sure that our fruit trees are getting as much sunlight as possible. And I’m also prepping the area for our chicken coop, because we’ve got baby chickens, I’m so excited they’re coming here in July, and I want their home to be just perfect. So nothing glamorous, but it was like exactly what I wanted to be doing, and it’s also really grounding for me. So if you’re into astrology at all, I have seven signs in air in my chart. So in order to truly ground myself, I literally have to stick my hands in the dirt. So, yes, so that’s why I love gardening so much. My husband Kyle, he’s an incredible baker. He is, for sure, the baker in the house, the one that does all the birthday cakes and all of that. He decided to use the time to make sourdough. Now, he was not like a somebody that was during COVID making sourdough, like so many people were, he actually discovered this process later, actually, thanks to Christy, and like most things that he takes on, he is really, really good at it.

But today, this time, over this the long weekend, the loaf stuck in the pan. It did not rise the way that it usually does, it came out looking like this dense, flat pancake. So hours of attention, hours of care, hours of timing, if you guys are like sourdough people, you know, everything that goes into it. I mean, we had timers all over the house because he had to do things that, you know, different time intervals to make sure everything was was right.

There’s a lot of effort that goes into this process. So he was frustrated and he was disappointed. And when he came outside, I could see just in his energy, I could see the frustration and the disappointment that he was just carrying around with him, but I didn’t know what was wrong. Wow. And you know, I’m out there clearing the brush, so he comes out with this just totally different energy than the vibe of the weekend. So I asked him, and you know, he told me about the sourdough, and I just had this moment where I was like, okay, nothing is a coincidence.

Just yesterday, I had finished a chapter in the book worthy by Jamie Kern Lima. Check that book out if you have not already. It’s a really great mindset book. She is sharing this story about Sarah Blakely, who’s the founder of Spanx, and at the dinner table, Sarah’s dad would ask her and her siblings to go around and say, What did you fail at today? And so, you know, my family does like a gratitude table, right? We, we call it the thankful game. So it’s we go around and we say something that we’re thankful for. And at this table, they are talking about things that they failed at. And the perspective, the reasoning behind this was, if you weren’t failing, you weren’t trying hard enough. So I want to say that again, if you’re not failing at something, you’re not trying hard enough, you’re not living big enough, you’re not putting yourself in the arena, right? Because failure is such a normal part of the process. It’s really more of an evolution.

So Kyle wasn’t failing at his bread. He was mid process. He was, you know, he had done so well at something. He was testing a new recipe, he was testing different things, and what he discovered was those tests didn’t work. So failure hits all of us differently when we put our heart into something, whether it is baking sourdough, or we’re launching a new treatment, or we’re starting our business. When we care about something deeply, it stings so much more. And as spa owners and entrepreneurs, our businesses often feel like extensions of ourselves. So when something doesn’t go the way that we planned, maybe the new service isn’t booking or the promotion that we just poured so much energy into gets nobody purchasing it, we don’t feel just disappointment deep down. We can feel shame, we can feel embarrassment, we can feel self-doubt. But here’s something that I want you to consider, what if the emotional weight is not a sign that you’re off track, but it’s just a sign that you’re actually doing the work that matters.

Failure feels personal, but most of the time it’s not. The sourdough didn’t flop because Kyle’s bad at baking. He’s amazing. He’s amazing, amazing at baking. It flopped because something was off in a starter, or something was off with the timing, probably not with all those timers, but something in the process, things that can be adjusted were off, and that’s why that loaf flopped so in your spa, if a client doesn’t book or a team member doesn’t work out, it’s not a reflection of your worth, it’s data, okay? And the more data that you have, the better decisions you can make next time. We don’t grow from perfection, okay? We grow from recalibrating our path. Failing does not make you a failure. It makes you brave. Makes you someone who’s out there, putting themselves out there, working to be the best version of themselves. And there’s nobody on this entire planet who’s at the top of their game who has not failed over and over and over again. Now, every successful spa owner that I’ve coached, the ones with thriving teams with six figure months, the ones that you admire, they have all had failures. The difference is that they didn’t let the failure define them. They used it to refine the process. They learned right? Everything is a win or a learn. A win or a learn, you are not the failed mini event. You are not the no show clients. You are not the treatment that didn’t perform as expected. You are the person learning, adjusting, trying again.

This is where the magic happens. Okay, when you can view failure not as a stop sign, but just as a speed bump. Everything shifts. Your promotion didn’t work. It taught you something about your messaging a client didn’t rebook. Maybe it revealed a gap in your client journey. Every time something doesn’t go as a plan, ask yourself. What is this here to teach me? When we’re in growth factor, we’re talking about data over drama. That is your feedback, okay? And feedback is gold when you’re building a business that lasts so today, in this very short episode, but I hope an episode that helps you to reframe, helps you to be inspired, helps you to be positive. I want to leave you with this. Do not be afraid to fail. Be afraid of not trying, of not putting yourself out there. Okay, go all in, make the thing, take the risk, and if it flops good, you’re one step closer to the version that rises beautifully. Because around here, we don’t measure success by perfection. We measure it by progress. All right, my friends, until next time, keep growing, keep learning, and remember the real failure is staying stuck. I’ll see you over in the Spa Marketing Made Easy Facebook group, feel free to tag me if you want to keep this conversation going.

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EP 436: Getting Out of the Treatment Room: Your Path from Overbooked Provider to Thriving Spa CEO

Getting Out of the Room Isn’t Optional—It’s Strategic

Let’s face it—you didn’t start your business to work 12 hours a day, skip lunch, and check client messages from bed.

In this episode of Spa Marketing Made Easy, I’m guiding you through the mindset, milestones, and strategies to shift from provider to CEO. Whether you’re drowning in solo overwhelm, burned by bad hires, or stuck as the main revenue driver despite having a team, I break down what’s actually holding you back—and what to do about it.

This is your permission slip (and blueprint) to stop doing it all and start leading your spa like a CEO.

What you’ll learn during this episode:

  • The 3 most common spa owner struggles when it comes to getting out of the treatment room
  • How to structure your schedule for hiring—even if you’re fully booked
  • Why hiring slowly (and firing fast) is essential to team growth
  • The importance of trust transfer and visibility for your new team members
  • What milestones to track as you stair-step your way out of client care

Resources Mentioned in Episode #436 –  Getting Out of the Treatment Room: Your Path from Overbooked Provider to Thriving Spa CEO

Download the FREE Checklist: Your Step-by-Step Guide to Getting Out of the Treatment Room

Subscribe on Spotify Subscribe on Apple Podcasts Subscribe on YouTube

Join the free Spa Marketing Made Easy Podcast Community

Subscribe to Our Newsletter

Stay up-to-date with our email newsletter to receive important updates, news, and offers!

Name(Required)
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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, a podcast for spa owners who want to step up their leadership and business skills and step into the role as spa CEO. I’m your host. Daniela Woerner, CEO of Addo Aesthetics and Founder of the Growth Factor Framework Program, where we teach, coach and guide spa owners in scaling their spas to the next level of growth and unlocking freedom in their life and their business. I’m so glad you’re here now. Let’s dive into the show.

Hello beautiful,Daniela here, and welcome to the Spa Marketing Made Easy Podcast if you’re new here. This is a podcast created just for you the aesthetic professional looking to build a company, not just a really hard job for yourself. You’re not afraid of hard work, you just need the right tools, systems and community to make it sustainable. And today, I want to share one of those systems, a system for one of the most transformative shifts you can make in your business stepping out of the treatment room and into the role as spa CEO.

I know it sounds a little bit scary and maybe even impossible when you’re fully booked and barely have time for a lunch break, but if your goal is to build a business that pays you 100,000 plus annually without burning out or missing time with your family, then this shift is non negotiable. Now we have had over 1600 clients go through our various courses and programs, and getting out of the room is something that I’ve talked about extensively with all different types of providers, and what I’ve found is that there are three main categories that I see so many spa owners fall into when they’re stuck in the day to day grind of client care and really struggling to grow. So I want to go through each category with you, and then we’re going to talk about the step by step process to get yourself out of the room once you have a solid hire in place.

Okay, so let’s jump into category one, the solo drowning in overwhelm. You’re booked solid. You eat between clients, if you eat at all. Hiring feels like a pipe dream, because where on earth would you even find the time? Well, here’s the first step. You want to start with a time audit. I know you’re type A you thrive on structure, so for the next week, I want you to keep track of everything that you do, from the time you wake up to the time you go to bed. Why? Because I know that you’re checking social media messages before your feet hit the floor. I know you’re responding to client text after dinner and making sure that the email inbox is checked before you go to bed. That is exhausting and not sustainable.

 

You need to be balanced so that you can provide the best quality service to your clients. So will the time tracker feel like one more thing to do? Yes, but it’s going to give you so much information that we desperately need in order to clean up and structure your schedule. So then I want you to block off time on your calendar. Now, even if it’s three months out to begin the hiring process. So you’re going to look at when you start to have gaps on your schedule, and you’re going to block it just like it’s an appointment, but it’s an appointment for yourself to dedicate time to the hiring process. Okay? So you need time to write the job descriptions, to interview and to train the new role and listen. You don’t have to jump straight into hiring a provider. You can start with a virtual assistant so you can offload admin tasks like emails, scheduling social media. That’s going to free up your brain space and lay the groundwork for a successful hiring process later. Now, remember, you are in this for the long haul, so give yourself the time and space now that will save you time and money in the long run.

Okay, now let’s jump into Category Two, the burned by bad hire spa owner, so you’ve tried to hire maybe more than once, but they either quit within six months, maybe even six weeks, or they demanded a compensation package that was just so far out of alignment with what is even possible in your business or in our industry in general. And I get how frustrating that is. It’s devastating to pour your time and energy into training someone who doesn’t stick around. And unfortunately, I’ve had to coach numerous spa CEOs going through this process.

This is why refining your hiring process is essential. I want you to write this mantra down, put it on a post it, put it on your bathroom mirror. Grab a. Your erase marker on your mirror. Whatever you want to do. Hire. Slow, fire, fast. Okay, we want to set clear job descriptions, and this is something that you can even have. ChatGPT help you to do. If you’re not using ChatGPT in your business, you better jump on that train, because it is not going anywhere. You also want to have a very structured onboarding and training plan. Okay, so we recommend a two week training process before they ever see clients. Okay, week one, we’re going to have all of the processes the traditional ways of learning. So what are the opening and closing procedures? What is the software that you’re using on the front desk. What are the policies of your practice? What are the product lines that you carry? These types of things that you’re either having a rep come in to train you’re watching videos, you’re doing webinars, whatever that process is, the traditional way of learning that’s going to happen week one, week two for your provider is going to be actually performing the services that you offer on models to ensure that they’re in alignment with, number one, the quality of services and number two, the time standards of your spa Time is money. And if you have a provider that can do the service, great, but it takes her an extra 15 or even 30 minutes that is eating into your profit margin in a huge way.

Okay, so you’ve got to make sure that you are available and checking in with them regularly, meaning at least one to two times a week during their first 90 days, these new hires need a strong leader, and that means showing up consistently to support them and asking the right questions, where are you winning this week? Where are you struggling? What can I do to support you? Okay, it’s normal to see a spa owner go through three, four, even five, hires before they get it right for a particular role. Now the good news is, is once you go through that each subsequent role is much easier, right? So you’re gonna go through 2345, providers before you get it right. But then once you have that provider role dialed in, it’s much easier to get the right person after that. So you are still growing as a leader. You are still learning what you need and what your communication style is, and this takes time.

 

That’s a big part of the reason why we see leaders go through 2345, hires before they get it right. A lot of it is them understanding what they need and really getting clear on their core values and the culture of the company. Okay, now let’s move on to category number three. This is the spa owner with a great team, but they’re still the main earner. Okay, so you’ve hired and you actually like the provider. They’re skilled, they’re aligned, a good culture fit, but here’s the kicker, you’re still generating 80% of the revenue, and you have an additional payroll cost, not a great thing.

So what are you do? It is time to redirect client flow. All new clients need to go to the new provider. No exceptions, run monthly specials featuring their services, market them like crazy on your social media platforms, so that they become familiar to your audience. As a spa CEO, it is your job to get your providers busy. It is their job to retain those clients that you brought in the door. Okay, so what we’re essentially doing is a trust transfer. We’re building trust with your practice, rather than with an individual provider.

Okay, I’m going to say that again, because I think this is really important. When we are marketing and building our brand, we’re building the brand of our spa, and we are attracting clients or patients of a particular spa, not building a relationship that’s only with a specific provider that is going to be a really, really important piece of growing a long term sustainable brand. So we’ve got to build the trust online with the practice, rather than individual provider. Now here’s one kind of caveat that I see a lot with nurses in particular. So oftentimes a nurse will be in the room and she’s going to primarily focus on injection. She’ll do another a few other things kind of sprinkled in there, but her bread and butter is toxin filler, so when she hires, she’s like, Oh, well, I need an aesthetician, because we have all this area to support around facials and peels and micro needling. And when you do that like I get the concept. I get the idea.

Idea of really wanting to optimize the different services that you offer, but you’re kind of comparing apples to oranges here, because if you’re full and you cut down a day, we need somewhere for those injection patients to go. So we want to make sure that if your ultimate goal is to get out of the room, we need to hire a provider that can take the patients that you are seeing and carry them for you as you work to get out of the room. Okay, if instead, you’re just optimizing to build a team of estheticians that can support your patients in other services, great, but that’s not going to get you out of the room. Okay? So, I mean, yes, perhaps the nurse could pass off microneedling and could slow down and say the I’m working this many days and I’m only seeing injection patients.

All other services go to the aesthetician, either way, eventually she will need to hire a nurse who can absorb those injection patients. Okay, so make it your goal as the CEO to make your team better than you. It’s kind of a death of the ego, because it feels good when our patients are like, Oh, but you have such a deep relationship and they only want to see you. That feeds our ego, but we’ve got to focus on making our team better than us pour into them professionally and as humans, because a strong team makes for an unstoppable company. Okay? So now that we’ve identified the three categories that I see most and addressed kind of the direction that you go in depending on the category that you’re in, we’re going to shift into milestones and mindset. So when we’re talking about milestones and mindset, we’re going to be looking at all right, your provider now is generating income, and now we’ve got to calculate your spa CEO milestones. So what revenue needs to come in to cover your operational costs and to replace your own income?

This is where we’re going to map out your exit strategy from the room, which is, on average, going to take anywhere between six months to a year. Okay? We don’t want it to take longer than a year, unless there’s some really intentional reason that you are doing that, but it’s the goal is somewhere between six months to a year to get you out of the room. So to get clear on your milestones, if you work four days a week, how much does your provider need to generate for you to drop to three.

That is milestone one, then we’re gonna stair step our way down until you’re completely out or working just one day a week, if you still love being in the room. I did a post on Instagram not too long ago and was talking about getting out of the room, and some people were saying, but I love being in the room. I want you to do what you love. I think that that’s very important. But I also believe that it’s extremely important your company needs a CEO. So if you are in the room four days a week, who is actually driving the ship? Okay? So there will be a dip. I don’t want to sugar coat it.

There’s almost always a dip. When the owner gets out of the room, you may lose some regulars. This is normal. But here’s the question I want you to ask yourself, if you say yes to staying in the room, what are you saying no to? If you say yes to staying in the room, what are you saying no to? Because staying in the room often means saying no to building a scalable, sustainable business that you really want, one that allows you to go on vacation and not worry that there’s not cash coming in, one that allows you to slow down and spend time in the summer with your kids. One that allows you to earn a take home pay that you never even knew was possible for you.

So my challenge to you this week, I want you to identify what category you’re in, and I want you to commit to taking just one aligned action, whether it’s scheduling a time audit, rewriting your job descriptions or crafting a marketing push for your new provider, just one step forward is all it takes, little by little. Now we’ve got a checklist for you, because who doesn’t love a checklist? You can download it below this episode, and it’s going to help you move through this process. I believe in you. I know you can do this, and if you need. Additional support, I want to invite you to join us over in the spa marketing Made Easy Facebook group or just send us a DM on Instagram. Okay, my dear, until next time I am cheering you on, as always you.

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