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

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

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

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

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

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

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

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

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

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

For example:

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

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

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

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

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

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

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

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

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

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ABOUT THE SPA MARKETING MADE EASY HOST 

About Your Host, Daniela Woerner

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What you’ll learn during this episode:

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

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

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EP 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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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!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

What you’ll learn during this episode:

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

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

Download your FREE Mid-Year Spa CEO Business Review Worksheet

SUBSCRIBE ON SPOTIFY Subscribe on Apple Podcasts SUBSCRIBE ON YOUTUBE

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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 434: Compliance + Scope of Practice: What Spa Owners Need to Know in 2025

Let’s talk about what’s really going on in spa industry compliance.

In this must-listen episode, I’m joined by Paulina from Spakinect to unpack the regulatory shifts, scope-of-practice pitfalls, and compliance issues that spa CEOs must be aware of to run safe, legal, and profitable businesses in 2025.

From the ripple effects of a tragic IV hydration case in Texas to the role of esthetic coalitions and why having a medical director is not enough, this conversation is full of practical takeaways to keep your business secure.

If you’ve ever wondered whether you’re doing everything “by the book,” this episode is your checklist.

What you’ll learn during this episode:

  • Why regulations are increasing—and how they impact your spa
  • How to avoid the most common compliance pitfalls (like missing good faith exams)
  • What to do if you’re unknowingly operating out of compliance
  • Who should actually be doing the prescribing in your spa
  • The difference between boards and legislative power—and how you can influence both

Resources Mentioned in Episode #434 – Compliance + Scope of Practice: What Spa Owners Need to Know in 2025

  • Learn more about Spakinect → https://www.spakinect.com/
  • Follow Spakinect on Instagram → @spakinect

 

Subscribe on Spotify Subscribe on Apple Podcasts

Subscribe on YouTube

Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here.

join the free Spa Marketing Made Easy Podcast community

IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

WANT MORE FROM ADDO AESTHETICS?

Take just 5 minutes and find out YOUR biggest area of opportunity by taking my FREE Spa Business Assessment here → scorecard.addoaesthetics.com/

Join the Growth Factor® Fundamentals, an association dedicated to empowering women and strengthening their community by helping aesthetic professionals build meaningful connections with one another and fostering support and guidance to create businesses that align with the lives they love → https://offer.addoaesthetics.com/growth-factor-fundamentals

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. I want to just take a minute to say thank you so much for listening. I am sitting in here. I record these episodes in my office. I’m talking into my microphone, and it’s so meaningful when I get a message from you, or I see a review, or I find some way to connect with you and have the conversation on the other side. 

So I want you to know I am so grateful for this platform. I want to make sure that I am continuing to show up and serve you in the way that you need in your business. And one of the ways that I feel really proud and really excited about that is with this episode. So the episode that we have for you today with my new friend, Paulina, we are fast friends. We became fast friends. You know, when you meet somebody and you just start talking like you’ve known each other for 100 years. It was that level of ease. And so shout out to Jacqueline from pdomax for introducing us this interview that I’m going to share with you today. If you own a med spa, it could quite possibly change your life. And I say that, you know, with a little bit there’s a little bit of truth in every joke, but it’s actually something that you need to be aware of. 

I learned something new in terms of how we need to operate our med spas to be in compliance. So definitely give this a listen. Paulina is incredible. She’s got a company called SpaKinect, and her company, as of today, is active in 30 different states, and she provides virtual good faith exams. So an NP or a PA will do a virtual good faith exam in any of these 30 states that they are operating in right now. Now, when you listen to the episode, you’re going to hear why that is such an important piece of being in compliance. We talk about a whole other slew of things, what’s been going on in Texas, which has been very impactful in our industry, and what you can do to get involved. So I really encourage you to listen to this one, to share this one. This is one that we want to share in the different Facebook groups. Share just email it to a friend. Whatever you can do to spread the word about this, because compliance is absolutely essential. We need it to elevate our industry as a whole, and that is what is going to benefit us all as a whole. So let me go ahead and read paulina’s bio, and then we’ll jump into the actual interview. 

So Paulina is a visionary leader in the telemedicine space, and the co founder and CEO of Spakinect, where she created a brand new industry in the world of Aesthetic medicine, virtual good faith exams. Now in its 13th year of business, Spakinect has helped over 1000 medical spas in the United States to streamline their operations, stay compliant and gain the freedom to thrive. Prior to starting Spakinect, Paulina worked as an RN in gastro enterology. I had to pause on that word, rheumatology and IV infusion centers. So she’s an incredible person. She’s an incredible leader, and I really hope that you enjoy this interview. All right, Paulina, welcome to the Spa Marketing Made Easy Podcast. I’m so excited to have you here. I’m so excited to have this conversation. You know, in the past year, I’ve been talking a lot with different people around scope of practice and compliance issues. And I feel like, especially in the past year, and maybe this is just my awareness of it has increased, but I feel like there’s a lot of changes going on. Is that the case for you, or is it just now, this is like, on my radar, and a whole new level, I think you are spot on. There are so many changes happening in our industry because we’re evolving, which is great. The industry is booming. There is a lot of interest from patients, and then then comes interest from, you know, more private equity groups, more business owners wanting to start businesses into Medical Aesthetics. And with that comes eventually, regulations. And we were, in fact, lacking in some of these regulations in certain states for many years. And so I’m not anti regulation. I think it’s a very good thing to make sure that everyone understands what’s in their scope. But so you are not wrong. There is a lot coming in right now, and there will be a lot more to come in the following years.

So let’s kind of go through, just to give people like an awareness. I want to talk about Texas, because that is the most recent. You know, there was a bill that was put through. I’ll let you tell this story. So from start to finish, around scope of practice that was essentially with good intention, but was essentially going to wipe scope of practice even from NPS,exactly. So what happened was, as many of your listeners probably know there was, unfortunately, a very tragic event that happened two years ago in Texas where a patient who went to get an elective IV hydration ended up passing away. And the outcome of that was, obviously a lot of people are upset. And what happened as we investigated, as things start to come to light, is that the person who did the IV was actually not a licensed medical professional, and the physician who was overseeing this professional really was not doing any oversight whatsoever, and they had only been on site one time since the facility had opened. So there’s a lot of things wrong, a lot of really red flags, glaring errors here. 

But of course, there’s people who would like to get their agenda, you know, across, and this opportunity was just that for for some groups to say, hey, you know, we don’t like that. All these med spas are starting to pop up, and unfortunately, use this to their advantage to pass a bill. Tried to pass a bill that encompass not just, Hey, how do we prevent this from happening again, this tragic, terrible thing, but then added in a lot of other things that really didn’t need to be there,right? And it makes sense to have regulations around. Like, we want patient care to be 100% there has to be, like, there’s a reason that we go to school for things. 

There’s a reason that there’s scope of practice for things that you learn. So I fully agree that there should be, you know, clear regulations around especially things. I mean, all things, but especially things that can cause a death, you know, 100% and that was, you know, one of the things I think that came to light is that there is a bit of a loophole, if you will, for this, this thing to sort of take place, even though, technically, what happened was it was illegal, but there was this loophole for them to be able to get away with it. And so I think, as providers, I’m an RN myself, it’s heartbreaking your outrage to hear that this whatever happened, and you realize that we need to have better regulations in place, and not just regulations, but also enforcement of those regulations. Because it’s one thing to post a speed limit, but if there’s no Highway Patrol enforcing that speed limit. Everyone’s just gonna go over the speed limit, right? So we need to make sure that there’s actually enforcement going on, so that people continue to practice within their scope, especially to your point, when it comes to something that can be potentially fatal. 

And so I think it was a huge, huge wake up call for the industry and myself included. I felt like, How could this have happened? You know, what are, what is the loophole? And we spent a long time trying to figure out, how do we prevent this from happening again? And that was really the question that was at stake here. And everybody has different opinions as to, how do we do that, right? And that was really the discussion that happened over the past several months when legislative session in Texas started this year, the bill was encompassing not just IVs, but also who can order elective cosmetic procedures, So Botox, filler, lasers, all of that was kind of lumped into this bill, and we had to step in and we said, Well, look, we wholeheartedly support regulation, and we Want to make sure that we fix this issue. And prevent this tragedy from ever happening again. But we also want to make sure that lawmakers are educated on the differences between IV therapy and Botox and fillers and who should be able to do what within their scope and not sort of jumble everything together. And that’s really now my call to action for people I speak to in the esthetic industry is that we need to be able to communicate with these representatives, because at the end of the day, they have a lot on their plate. Right? They’re having, they’re in a legislative session now they’re having to review bills from the last two years. Yeah, and they’re having to do them really quickly, like several, several in a day, and so they can’t possibly have all the context for every single bill. And that’s why it’s so important to get involved with your local community, your local representatives. If there’s a group or an association in your specific scope of practice, get involved, because then you can have collectively a voice to educate. And that’s what I realized in this situation, is that they do. 

They want to listen to you, that lawmakers want to hear. Oh, we thought we were fixing this issue, but we didn’t understand the repercussions, you know. So let’s, let’s help them understand that so they can make better decisions for all of us. Yeah.And I think, you know, when we talk about the things that we do, and we think about when we’re giving a patient consultation, we have to educate so much on what these different things are. And so when we think about someone that’s writing legislation, and and, you know, there was a state where they were banning the ultrasonic scrubber from estheticians because they thought it was ultrasound and was, you know, so there’s things like that that it’s like, okay, this, this is not logical, you know, like, we want patient safety, but the way that the bill is Written, we want to make sure that it makes sense long term, it also for the patient, because if we get to a place where it’s literally only MDs that are able to do anything, that’s going to increase the price of everything, and it’s not going to it’s not going to be beneficial for the physician. There’s a reason that we have NPS and RNs and estheticians, you know, and everybody like should be doing what they’re legally allowed, as defined by scope, to run a profitable business that ultimately benefits the patient. Because if we put so much legislation that we can’t use an ultrasonic scrubber or something, you know, that’s like a big, you know, example. But if it gets to that point, then we’re really going to see a decline in the industry, and we’re not going to be able to support our patients in a way that they’ll be able to afford it 100% and that’s exactly right, because there is a shortage of physicians that we’re facing in the United States. And so if we were to restrict more and more the scope from aestheticians, RNs and P’s, pas, that makes the availability of these treatments slimmer and harder and fewer to come by, because there are just not enough physicians to even, you know, to even facilitate all the other facets of healthcare, let alone we’re talking about elective procedures, cosmetic procedures. So it’s not feasible, and not everybody understands that, and so I like the analogy that you made to educating your patients. It’s exactly, it’s exactly that a lot of these people that are writing legislation, they’re not healthcare professionals, they’re not estheticians. They didn’t go to school for cosmetology. They don’t understand all of the ins and outs, and they’re doing what they think is right, what they might may have heard or been told, or what they think, just from their sort of surface level knowledge. And so it’s it’s our job to make sure that we address that knowledge gap. 

And in my experience, this may not happen all the time, but in my experience, over the past few months, they are very appreciative to have that when you approach it, just as such that I want to educate and give you some more information so that you can make a more informed decision, maybe you didn’t have all this data or insights before and and that’s really, really helpful. And so just encouraging more people to do that. So would you recommend? You’re saying, reach out to your state legislator, your state representative. What about the boards of cosmetology? Like, how we define those two that?

So it’s really interesting, and every state’s a little bit different, but I’ll speak on Texas, because I’ve just been working in Texas for the past several months. But the board. So there’s TDLR in Texas that handles cosmetology and laser and so that board is separate from your your state legislature. They do sometimes promulgate rules together, but the legislature has specific language that they can pass, and then once that’s passed, then the DIS the different boards, like medical board, nursing board, TDLR, will amend their rules based off of what legislation has come through. But those boards are also able to self govern, so meaning TDLR the. Licensing agency can say, well, you know, they define the scope for their license holders. So for estheticians, they’re going to say, here’s what the scope is. But there is legislation that can influence that scope. So it is important to also be involved with with both with the board and with legislature. But the interesting thing is that boards technically can’t get involved at this at this point, and this point in the game with state legislature, they’re actually technically not allowed to lobby. So that’s just an interesting sort of caveat that I found out recently. So I was under the impression, oh, you know, the nursing board will get involved here early on, but they actually can’t, technically, by law, they’re not allowed to. So it is important to have have both.

 And it’s and I think that makes it even more important for us as providers to be able to get involved with our state legislator to influence, or at least have our voices heard, exactly for them to be able to to make the the new legislation that’s going to support our industry and define our scope exactly, that’s 100% right, and the licensing agencies will will review bills, so if, if they’re, if the state’s trying to pass something that maybe you know doesn’t make any sense, as totally out of scope for a particular license holder, they can ask that board to come and weigh in on this particular bill and on the language, which they often do, but They can’t, so to speak, they can’t lobby for any particular bill in any way. They can just be a very objective third party to review. 

So I’m recalling this experience that I had with a med spa that I was working with, and when they opened their Med Spa, they were compliant, and they did everything by the book, and legislation changed and it required in their state. They were not able to be a non physician owned Med Spa, and they had to transition to an MSO they did not even know, for like, a year and a half after and so they were operating out of not compliant, but it wasn’t intentional, right? So I imagine there’s a lot of things like this. What is the best way for a med spa to make sure that they’re staying compliant when legislation change. That’s a big example, you know. But like, I’m sure there’s other little things that these spa owners, they don’t want to break the rules. 

They don’t want to, but I think it’s an educational piece that they’re not aware that something has changed,yes, and that’s so tricky, right? Because you’re busy running your business, you know, and there’s a lot of other compliance aspects of your business you have to be aware of, especially if you have a team of people, there’s simply not enough time for you to, you know, be researching online all of the different bills that are being proposed and passed and all that. But this is exactly why I think it’s incredibly important for anyone in this industry to join some type of association or coalition. So every state will generally has one. If they don’t or you don’t have one for your particular scope, I recommend starting one. You don’t even need you. You need three people. You might know another esthetician. Let’s just use that example, right? You find one more, and you can start your own coalition, but the purpose of these groups is exactly to do what you said, to make sure that they are staying aware of what bills are coming about, to inform all of their members about what’s happening in the state, and to have people come and testify if need be, or give Expert opinions. But that and they’re, they’re nonprofits, so typically, you know, you’ll pay a annual membership fee, and that will give you access to the the community that is specifically going to be not only staying involved, but also potentially lobbying. If something does come up and you feel that you need to put your efforts together and then go and lobby to get your your voices heard. So that, I think is crucial. Not enough people that I speak to are part of these groups. And so if more and more people can can become part of groups like that, then we can make sure we’re staying abreast of what’s what’s going on, and so, you know, just to fully make sure that we’re clear on the question, the best way to understand is to be like, would they do an audit? Would they do you know, I know there’s gonna be people that are listening and like, oh my god, am I breaking. Rules.

Again, I’m a real follower. I can’t, yes, break the rules. So it’s those alliances or subscriptions or they are going to have an awareness of what the rule changes or law legislation changes are within that particular state, right? But if you’re to your point, if, let’s say you’ve been practicing for a couple years, and maybe you are out of compliance, but you don’t know, there are organizations that will do audits for you, like that, for compliance, that I think are well worth the money, and then some, just for your own peace of mind, to have somebody come in and who knows your specific state rules, right? Because, as we all know, every state is different. 

It’s best to go to somebody who understands your particular state and has worked with people in your particular scope, so they can say, Okay, here’s what you’re doing, right? Here’s what we need to improve. And those things, again, well worth the money to invest into, because most of the it’s still important to join some alliance, because most of those are nonprofits, again, and sometimes they have, I’ve seen a couple where they might do an audit if they’re a larger organization. But generally, the groups that I’ve been working with are, you know, a bit smaller in size, and can’t really offer something like that. 

In your experience, what do you see as the most common violations of compliance? So I think you touched on one is more states are coming out with explicit rules around who can own and operate a med spa. So being a non physician owned Med Spa in a state where you need to be physician owned med spa and use the MSO model that’s starting to become more common people who are not doing good faith exams before treatment, that still to this day, is a it was what we call the widow maker in the industry, is a very, very easy way to Get Yourself Into an investigation, and and what happens, oftentimes, unfortunately, is that a competitor, an upset patient, or maybe an angry old employees can make a claim to a board and say, This person is, you know, this person brews me, or this person you know is practicing illegally, or something like that. And the board has a right to investigate. And once they come in and they start to investigate, that’s where I see oftentimes, people calling me saying, you know, we weren’t doing good faith exams, and the investigator came in and that’s what they were charged with. I also don’t like to scare people. I think as you grow and as this industry grows, everybody will eventually get some type of investigation or, you know, like the board is going to come and visit your facility at some point. So it’s just, it’s best to have a all of your, your sort of ducks in a row. But just know that I don’t think anybody is ever 100% compliant. You know, there’s a, there is sort of a spectrum, because, as you said, rules are changing, and it’s hard to make sure you’re staying abreast of those, but there are very important ones that you want to make sure you’re paying attention to, like physician ownership, like good faith exams, because that’s where you get yourself in trouble with practicing outside of your scope, and that’s what boards really don’t like. 

So talk to me a little bit more about what is a good faith exam and what would be an example of where you would need one, for those who are unaware, sure so good faith exam is an evaluation of a patient prior to them getting treatment. So any patient who is getting a injectable like Botox or filler, any body contouring energy devices, you do need a good faith exam or an order, otherwise known as just an order for treatment. So nurses RNs can carry out a lot of these procedures as well. As you know, in some states, estheticians can do some of these procedures, but you need to have an order from somebody who is able to prescribe, someone who has prescriptive authority in their scope, and in most all states, they’re NPs and PAs and MDs, those are the only people that can actually prescribe a treatment. So you want to make sure that when you’re doing these treatments, you’re doing them with an order. 

Otherwise you are practicing outside of your scope. So if you’re a nurse, you’re an RN, and you’re doing Botox, and you’re doing that without a good faith exam, you are technically practicing medicine without a license. And the way I explain it to people is, especially nurses, they understand, because a lot of them came from the hospital, is that, you know, when you work in the hospital, you cannot go to the Pyxis and, you know, pick out a medication for your patient. You must have an order in there first to be able to get a medication and deliver it. And it’s the same thing with esthetics, you need that order. And so many nurses, med spa owners. Partners. 

They probably believe that if they have a medical director, then they’re compliant, but if the medical director is off site and not really involved, which, you know, let’s be real, that happens in a lot of places, then they are potentially, you know, depending on the laws in their state, acting out of compliance, correct? Yeah, just having a medical director is not enough. If you are not a nurse practitioner or a PA yourself, then just having a medical director is not enough. You do still need somebody, whether that’s your medical director, or whether that’s another person at your facility, or somebody that you hire. Or if you outsource those good faith exams, you do need somebody who has that authority to give an order to be doing that for every single patient that comes in. Now, most states best practice states that the good faith exam is good for up to 12 months, unless the patient’s health history drastically changes within those 12 months. If they’re diagnosed with a new health condition or they start taking a new medication, then you would want them to be seen again by that provider. But majority of the time, those good faith exams are going to be good for 12 months. So if that patient comes back in for their repeat Botox in three to four months. You don’t have to do it again, but you want to make sure that you’re getting those done every 12 months .And would they need a new good faith exam for each new service? So if they were doing one for Botox, if they came in for Botox and the next time they wanted to do filler, right?

So oftentimes, people will sort of lump all of those treatments into one, and I think that that’s the best way, the easiest way, and the most efficient way, really, to do it, is that when your patient comes in for the first time, you just have them evaluated for the treatments that you offer. So if you are offering injectables and laser and body contouring, right, just have that patient evaluated for all of those things, because that gives you the ability to build a treatment plan for them down the road. Because, as you know, right? Patients come in for one thing, but they might not know that they also actually need this other thing, or what they’re coming in for. You know, if they’re coming for Botox, that’s actually not going to really fix the issue, we need to build more comprehensive treatment plan, and so getting them evaluated for all of those things up front allows you to build that treatment plan throughout the year. That’s an incredible thing. I’m glad we’re learning every day, yes, yeah, it’s efficiency, right? I know tha you talk to your your clients and your community members about that all the time. It’s like, how can we just save ourselves the most time upfront and just be efficient with our businesses? 

So anything else that you want to add around compliance that you think would be relevant for this episode to help our listeners, things that I may not be asking we want to make sure, like, I’m thinking too, you get a HIPAA violation, you’re supposed to notify every single patient in your practice, right? Like, does the same thing happen with a compliance issue? If you have a compliance. Yeah, it depends on what the what the issue is. So there’s a couple things. There’s two things that I recommend, first and foremost, for anybody who’s especially in this day and age, right? We’re in 2025, and the way that the industry is going, you need to have one an attorney who understands the landscape of your scope and your state. 

There’s a lot of attorneys now who offer very, very affordable monthly memberships so that you don’t have to be paying these big retainers. It used to be really cost prohibitive, but now that model has really changed. So there’s several that really specialize in this, because if anything happens like that, exactly what you just said, you can call them and say, hey, you know, I just got a violation for X, Y or Z. What do I do? And sort of just have them on call for you. The second thing is join that association, because you’ll be able to talk to other people who have likely gone through something similar to what you’re going through today. And that is just a such a valuable resource. So Google, if you’re in you know New Hampshire Google and New Hampshire esthetic coalition. And if there’s not one, just consider starting one.

Add one more thing to you play. Why not? Oh, all right. Well, this has been so much incredible information. We are going to include a whole ton of links under including your company, SpaKinect. Do you want to give some information around where our listeners can find you and follow you if they want to get in touch with you further? Yes. So Instagram is a great place to follow us. We post a lot about the things that we’re seeing in the industry. So trends as well as regulations and things that are coming out in different states. 

So it’s a great place to hear firsthand about what is coming about. And then our website, spa, connect, calm. You can reach us there and book a discovery call with one of our our specialists, if you’re interested in using our services. Wonderful. Thank you so much for your time and your expertise. And listeners, be sure to click those links. This is this is really important, important information for our industry. So you want to make sure that you are staying compliant, that you are following the rules. It will help you to grow. It will help you to be more profitable. Very, very important stuff. So thank you so much, and we’ll catch you on the next episode. 

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EP 432: Replay: How to Build Rich Relationships with Selena Soo

Trust and authenticity are two attributes required for a successful partnership.

In business, today’s guest, Selena Soo, likes to refer to these as rich relationships. 

A rich relationship leaves a lasting impact on your life. It’s something that brings abundance to you.

These types of relationships are essential in business to connect and build deep, authentic partnerships with your community to help propel your business forward.

Selena is no stranger to the Spa Marketing Made Easy podcast family. Returning for a second time, she is a master connector and relationship builder.

She is a publicity and marketing expert for visionary entrepreneurs and thought leaders who want to impact millions with their message. 

Tune in to hear her expertise on attracting rich relationships, the importance of building your personal brand, and how to gain exposure and publicity for your business.

What you’ll learn during this episode:

  • How Selena got started in her line of work
  • What is a rich relationship and how can we attract them?
  • How can we add value to the people we care about?
  • The strategy behind building successful partnerships 
  • Story ideas to publicize your spa in the media

Resources Mentioned in Episode #432: Replay: How to Build Rich Relationships with Selena Soo

  • FREE download of the first four chapters of Selena’s new book Rich Relationships
  • Connect with Selena on Instagram

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Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here.

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IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

WANT MORE FROM ADDO AESTHETICS?

Take just 5 minutes and find out YOUR biggest area of opportunity by taking my FREE Spa Business Assessment here → scorecard.addoaesthetics.com/

Join the Growth Factor® Fundamentals, an association dedicated to empowering women and strengthening their community by helping aesthetic professionals build meaningful connections with one another and fostering support and guidance to create businesses that align with the lives they love → https://offer.addoaesthetics.com/growth-factor-fundamentals

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, welcome back to another episode of the Spa Marketing Made Easy Podcast. I am so excited to share something very special with you today. 

So a few years ago, I had an opportunity to sit down with my friend Selena Soo and have an amazing conversation about relationships, personal growth and building deeper connections, both personally and professionally. This was the second time that she was on our podcast. But this episode really stuck with me after we hit the stop recording button, number one, because relationships are first and foremost for me, but also because I really had started being intentional maybe a year or two before this was recorded around really putting the same level of energy and effort into nurturing the relationships, both personally and professionally around me, as I did, into growing my business. And I think for those of you that are entrepreneurs, that you have your own spas, you know that, like so much of our time and energy and just mental space goes into our business, and I asked myself the question like, What would change in our lives if we dedicated just like 10% of the time and money and energy into nurturing the relationships, both personally and professionally, with those around us? So of course, I was super excited, incredibly thrilled that Selena’s brand new book rich relationships is coming out. It is packed with the same heart wisdom and actionable insights that made our original conversation so wonderful. So in celebration of her upcoming launch, I’m going to replay that original interview today, and to make it even better, Selena so generously offered the first four chapters of rich relationships absolutely free. You’ll find the link to grab those chapters in the show notes. And even if you listen to this episode when it first aired, I encourage you to listen again with fresh ears. I am somebody who I will read a book more than once, I will listen to an episode more than once, because when you listen with fresh ears, when you listen at a different place in your entrepreneurial journey, you’re going to get different things out of it. You’re going to pick up more gems the second time around. 

So without further ado, let’s go ahead and dive into that conversation with my wonderful friend, Selena. 

All right, Selena, welcome to the Spa Marketing Made Easy Podcast. I’m so excited to have you for a second time on the show. You were on the show like years ago, back in the beginning, when we were first getting this thing going. So thank you for that. I’m so happy to have you on again. Yes, I’m thrilled to be back when I think of you, I think of someone who is just a master connector. You are so good at building rich relationships. What I also love is that you are an introvert, yes, and so to be able to have this superpower of connecting people and building really authentic, deep relationships with so many individuals, being able to have that capacity yet also still nurture yourself absolutely. Yes, it’s a talent. It is. Yeah, it is a bit of a juggling act. Yeah, I was thinking about you last night. We were at both at a party where there were over 100 people, which was overwhelming for me, yeah, but you, I think, had friendships with pretty much everybody in that room. It was so much fun. But I will say that after, you know, big parties, because that was like a four hour event. And then there was also the after party, I did have to like rest a little bit this morning, but, yeah, that was so fun. So having this skill set of building rich relationships has helped you build your own incredible company. Helped you build, helped you with. Help others build their companies. 

Tell me a little bit about what you do, and has this always been a through line for you, or was this something that youabsolutely yeah, I would love to tell you how I got started. So I’m a publicity and marketing expert, and I got into this world because when I was in my mid 20s, I. A quarter life crisis. I found myself clinically depressed, having trouble getting out of bed in the mornings, trouble eating. And things got so bad that my mom flew from Vancouver, Canada to New York to be by my side, and she would, you know, accompany me on the subway, like taking me to work, like I was this school girl. And it was just such a low point, and I remember, you know, talking to friends and saying, like, I just have to find a way to get better. Do you know anyone who can help me? And that’s when I learned about this female life coach, and, you know, joined her community, her group program, and got exposed to all these experts and authors and thought leaders. And I realized that, you know, when people are struggling and suffering as we all do, whether it is, you know, we’re struggling with our life purpose, or it could be a relationship issue, a money issue, a health issue that we don’t just need more information, what we’re really looking for is inspiration. 

And I think that there is nothing that is more powerful than a role model, so someone who embodies that message of hope and possibility, someone who has gone through hard times and come out the other side and has like a roadmap for people, right? And so I just became really passionate about promoting these or telling people, you know, my friends, have you heard about this person and that person? And they had no idea who I was talking about. So it just really dawned on me that sometimes the person with the most important message that someone really needs to hear can be that best kept secret. 

So I, you know, started doing this work in publicity because I wanted these people to get their messages out into the world. And so I think in terms of me being a connector, it’s not because I am super extroverted, but rather I’m really driven by a mission. I really want you know these amazing people who are helping people’s lives, whether it’s like looking better and feeling better, or, you know, healing their body to get their message out, to connect with the right people to make their biggest impact. So definitely driven, you know, by helping people get connected to the people who can really change their lives, but to create those connections, that’s beautiful, by the way, but to create those connections there, it’s like, how do you know who to connect with? How do you know, like, how do you form those relationships in the first place? Because as you get older, it’s hard to make friends, right? It is, yeah. So there’s a couple of things to keep in mind when you’re thinking about, Well, who do I connect with? So the first is, is you’ve got to get clear on what your goals and dreams are, because influencers, and those are people that I, you know, I call influencers, people who can help you reach your goals and dreams faster. They’re going to be connected to what’s most important to you. So is, you know, your dream to build, you know, a six figure or seven figure business? Is it to write a best selling book? Is it to make an impactness or a number of people’s lives? But getting really clear on what your top goals and dreams are is number one, and then number two is also getting really clear on what your values are in relationships, because there may be people who are successful and could potentially support you, but you might just not energetically resonate with them, just a different set of values. And so that doesn’t really work for a relationship. And then the third thing is understanding who are the types of people that can help you. Because I think people from all walks of life, and you know, all stages of business, can be helpful, from people who are mentors, who have kind of figured out, you know the journey that you’re on, and can help you get there faster. So people who are natural super connectors and have so much joy introducing people to one another, or people with reach that you could build partnerships with, and who could put you in front of more of your ideal clients, super fans, who could be your clients who can’t stop talking about you to your friends, family, colleagues who really believe in you. And so you want to get clear on who are all those different types of people who can contribute to getting to your goals faster, making sure that there’s shared values, and then starting to build those relationships.

Now, for spa owners, they’re, you know, brick and mortar, yes. How are they going out in their community? Like, I love the idea of the super fans. Like, Well, every spa is going to have some super fan. But what are you like knocking on doors and be like, Hey, we serve the same type of person, or let’s be friends. Let’s build a rich relationship. We were, you know, we were talking a little bit before about the difference between like, hey, let’s build a business partnership, which is great and valid, yes, but how much better that business partnership actually works and functions when you have a real rich relationship, yeah, with that individual

Yeah. No, I have so many thoughts coming up, because when it comes to building relationships, like, we don’t want to scare people by coming on too strong, like, can we build a partnership? Is not a level one conversation, right? There’s usually like steps in between to getting to know someone, but one way that you can really accelerate relationship building is actually by building your personal brand. So you know. Before was, what do you know? Now you know, and then it’s been like, Well, who do you know? And I would say that today, it’s who knows you right? So you want people to know who you are and be attracted and curious about your work, and so building your personal brand, and there’s so many ways to do it, you know, with your website, on social media. But really like expressing yourself in different ways, where even if someone hasn’t had like, a in depth conversation, they can get a sense of who you are, what you stand for, what’s unique about you. And that’s also why I really love publicity, because I think that publicity is the fastest way to elevate your brand. You know, you can share your your story, ideas, why you started your business, why you’re so passionate about this, what makes you unique, and so it’s like you’re raising your credibility and profile, but you’re also getting your message into all these places, and you can repurpose it on social media and newsletters and websites, but that would be, you know, a big part of attracting rich relationships is having a personal brand and putting yourself out there. 

I love that, and I actually, I have never heard anybody say that before, and it’s so brilliant. It makes so much sense of the power of the personal brand. I mean, we’re even seeing employees, like on LinkedIn, different places, really cultivating their own personal brand to, you know, get job offers and things like that. So to really tie it in as the spa owner, as someone who wants to be a pillar of their community and wants to connect with others by you showing up and putting yourself out there and saying, This is what I stand for. This is what I’m about. You’re saying that’s going to attract other people to you to want to start those relationships. 

And it also creates trust when someone is consistently showing up, you know, online, you’re being seen in multiple places, versus, okay, this is someone brand new who I don’t know. So, yeah, kind of like creating your brand, expressing yourself, right? Putting yourself out there. That’s one of the first steps. And then another step is really getting clear on how you can add value to others. Because the truth is, every single person is incredibly busy with a full life, with, you know, family duties and things happening in their career and for themselves, that if they’re going to make space for more people in their life, they have to be someone that you know adds value in some way. And there’s so many different ways to add value, like even being a person who is a good listener, who asks good questions, who’s present, like that’s the way to add value. Another really powerful way is giving someone a compliment and showing them that you really see them and their brilliance or appreciate something about them. And there’s countless ways to add value. You know, people will say, Well, how do I know what someone wants? You know, I’m not a mind reader. And you know, at the end of the day, like as humans, there’s only you know, a few things that we all tend to want. And if you’re connecting with other entrepreneurs, it’s even you know, a smaller number. But you know, everybody wants to grow their wealth, right? They want to have abundance in their life. So that means, you know, new clients and referrals and growing their business, right, creating new offers services. So that’s one thing that everyone wants. Another thing that people want is to make an impact, to be sharing their message and their ideas with more people, even if they’re not like their clients at their spa, but maybe they’re reading their beauty tips, and it’s transforming their lives. And as someone who’s making an impact, maybe you know you’re being recognized as the top of you know your industry and what you do. So there’s, like, also status. There another thing that people really want is peace.

Yes, right? Peace? Because, as I feel like, yeah, align that with time. Also that connects, yeah, so there’s time, right? So everybody wants to save time, and so when you’re building relationships, you also don’t want to, you know, come up with ways to, like, you’re thinking you’re building the relationship, but you’re like, you know, I don’t wanna say wasting, but it’s like, three or four hours of someone’s time that might not be like, the first kind of way that you connect, right? It’s like you should be connecting in a way where you’re actually helping them save time, whether it’s helping them find people that can support them with their business or get results faster, and then the peace thing. Because, you know, a lot of people are stressed, whether they’re stressed in their business or there’s a family stressor or health or relationships, and so you know, by being a sounding board, by connecting people to the right resources, by sharing our expertise, we can create more peace in other people’s lives. 

So would you? Would you all those kind of step by step that you just shared? Would you identify those as pieces of a rich relationship, like, as you’re going out and building, like, how do you define? Yeah,

yeah. I mean, you don’t have to do all those things, but you want to be a rich. Relationship is a relationship that contributes to your life, right? It enhances your life. It fulfills you. It’s something that brings abundance to you, versus a relationship that is just like purely transactional short term. Thinking or just doesn’t feel good. It’s like a relationship that’s like meant to last and really bring joy and fulfillment.

I love that, so I want to pivot just a little bit and talk about a little more on the business side of building partnerships. So yes, we know that relationships are deeply important, and building those rich relationships, it can take time, yes, and you know, it does take time and energy and effort to be able to make sure that that person feels seen, heard, valued, that you’re both providing value to the relationship, that it’s not one sided, etc. But as you’re building a business, creating partnerships with other businesses, creating relationships with other businesses can be a very, very valuable tool to help you grow especially for brick and mortar, we’re seeing that so much with spas right now that are, you know, like going to the pure bar, the orange series, or wherever that are these franchises where they’re building relationships with those owners, they serve The same audience, but you are a master in that. That was one of the strategies that you use to grow your company to be so wildly successful. Talk to me about and you had like, 400 partners, yeah, over the years, over the years, yeah. So tell me about that strategy and kind of suggestions that you would give to a brick and mortar

 spa. Yeah. So the great thing about partnerships is you’re not just promoting to your existing audience. You’re leveraging other people’s audiences, people that have customers that know, like and trust them. So that’s really powerful, because instead of just marketing to one audience, you could be marketing to 10 audiences, 100 audiences simultaneously. But when you’re getting started, you know you want to keep it simple. 

You only need, like a few key partnerships to make a big impact. And so with partnerships, you always want them to be win, win, and you want to be putting yourself into the other person’s shoes. Because, you know, every business owner, they are busy, they are overwhelmed, and so they want to say yes to something that feels easy and that is going to give them a meaningful return on their time and investment. And so really putting yourself in someone else’s shoes, I think that when you’re building a partnership, you have to really prioritize, like, what’s going to be important to the other person. And so with our impacting millions launch, which is our publicity program. You know, we make it because, basically, it’s an additional revenue stream for people, but they have their own products and services to promote, right? Every business does. And so thinking about, you know, how can you make it so easy for them to say, yes, how can you offer like the best possible commissions or incentives, you know, marketing materials. So it’s just very, very easy for them to win in Spa. I mean, we have such an advantage in Spa, because who doesn’t want to spa treatment? I know you can offer that as like, either earning like for influencers that are posting about having a treatment at the spa or coming in. And, you know, there’s so many different ways that we can do that. We usually call that a brand ambassador program, but it’s very similar. And building relationships to get people to post and share and refer. I love that because, I mean, that’s one of the keys to building a partnership. No one’s going to promote you unless they feel like they can really vouch for your work, right? And so in order to vouch for, you know, your work, they need to have an experience of it. 

So, you know, giving away something for free, you know, in exchange for them to consider sharing it in some way, if it’s like an exceptional service. So yeah, I mean, you definitely want to be leading with generosity in the beginning, and people being just like so delighted by the experience. It just feels like natural and organic for them to want to tell others about it. Yeah. So what is your strategy, or any tips on finding potential partners in a local area? Yeah, absolutely so with your existing customers asking them, you know, who are the other service providers that they work it with when it comes to, you know, beauty and health and lifestyle. So that could be part of a questionnaire. It could be a conversation that you have with people you know, I’ve sent an email, you know, out to my list before asking things like, you know, when it comes to growing your business and your visibility online, who are some of your some of the top experts that you follow, what are the podcasts that you listen to? And so people are supplying you with all these names, and all these people are potential partners. Oh, that’s so. Have you ever heard of sparktoro? 

Have you heard of No, I heard of it recently, but I’m not familiar with it. It’s such a cool website, we’ll link it up below. They have a free trial, and then there’s a paid version as well, okay, but you can essentially put in estheticians, okay, put in and it will go through and do all of this research. Of these are the podcasts. These are the mag. Magazines. These are, I mean, oh, my goodness. We paid for a 30 day, okay, block, and we were able to get hundreds of magazines, websites, podcasts, so you get to see where people who have that job title, and there’s all different. You can put in working moms, you can put in, like, whatever you want. And I just found that to be so insanely valuable, because it’s cutting down the time of like, well, if I am doing publicity, yes, then maybe these are the the publications that I actually want to target and try and get into.

I love that. Yeah, who doesn’t want a shortcut? I know. I know. So talk to me about your thoughts on what publicity can do for a spa.

 Absolutely. So you know, when it comes to your business, it’s one thing if you’re telling everyone I’m the best at what I do, but it’s a whole other thing if someone else is saying that, and especially a media outlet that is endorsing you, that is saying like, this is one of the top five spas, or the spa has the best, you know, XYZ treatment. So it’s really that, you know, stamp of approval and credibility. And a lot of people, you know, they need like this expert source to filter like, what is the best of the best like? That’s how people make their decisions. And the cool thing with media is you get like that media hit, and you can use that, you know, media logo, that name for the entire lifetime of your business, that you’ve been featured in this place. So I would say, you know, ideally, as business owners, you want to have at least, you know, three strong media wins that we can use as a part of our branding to attract our ideal clients.

Very good. All right, anything else that I am not asking that would be valuable around publicity or relationships for spa owners, yeah. So I think what also would be really helpful for people is just, you know, story ideas, thinking about, you know, how do I talk about my business? But not just have it seem like I’m wanting someone to, like, you know, produce an advertisement, yeah? Like, right? And so, you know, you want to come up with story ideas are going to appeal to the media, and the story ideas that they’re most interested in are ones that are service driven, that add value to their audiences, so even if maybe someone can’t go to the spa. But what are some, you know, top beauty tips, right from top estheticians and things like that. You know how to mistakes to avoid. Those are really popular. And they’re also really interested in story ideas that have, like, emotional resonance, right, like big transformations or breakthroughs, or, you know, big things to avoid. And then they are also really interested in timely story ideas, and so, you know, during different times of the year, whether it’s, you know, Valentine’s Day or Mother’s Day or different seasons, you know, winter, summer. You know, you can put different angles on your stories to make them feel really relevant for right now. So I actually have this amazing resource, and it’s a 1212, month publicity calendar. So it’s just 40 pages full of store ideas, dates and hooks to really get the media’s attention. And we have it, you know, just different ideas for all kinds of industries, including, you know, health and wellness and beauty. Oh, that’s amazing. Okay, so we’ll be sure to link that up. Yeah, impacting wonderful. 

All right, we’ll link that up. Well, Selena, thank you so much. There’s you just like, packed so much information you do. Yeah, it was like, boom, you know your stuff. Thank you so much. I appreciate your time. I appreciate your friendship. I’m so happy to share you with our audience. And for those of you that want to keep this conversation going, make sure that you head on over to the Spa Marketing Made Easy Facebook Group, and make sure that you get that resource that is super, super valuable, and we’ll catch you on the next episode.

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EP 430: New Clients Are Not Always the Answer: How to Grow with Retention + Relationships

In this episode, I’m turning the tables!

I had the joy of joining John and Kayle on the Marketing 100 podcast powered by Mangomint to unpack one of the biggest myths in the spa industry: that new clients are the golden ticket to growth.

Spoiler: They’re not. 🚫

Before you pour more money into ads or hustle for fresh leads, you need to know whether you actually have a lead flow problem—or if retention is what’s holding you back.

This conversation is full of actionable tips on tracking where your best clients are coming from, improving retention with smart automations and human touchpoints, and having clear, constructive conversations with your team that boost performance without creating defensiveness.

It’s a game-changer, friend. And you’ll love hearing how we use real-world strategies to grow sustainably—without the overwhelm.

What you’ll learn during this episode:

  • Simple, effective ways to identify if your problem is lead flow or retention
  • Why it’s crucial to know your new client retention rate (and where you want it to be!)
  • Old-school methods for tracking new client sources that work beautifully today
  • How to use your spa software (like Mangomint) to automate the right touchpoints
  • Building meaningful relationships with clients in an AI-dominated world
  • And why 2025 is set to be an incredible year for our industry

Resources Mentioned in Episode #430: New Clients Are Not Always the Answer: How to Grow with Retention + Relationships

  • Learn more about Mangomint and get your first two months free!
  • Listen to the Marketing 100 podcast 

Subscribe on Spotify Subscribe on Apple Podcasts

Subscribe on YouTube

Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here.

join the free Spa Marketing Made Easy Podcast community

IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

WANT MORE FROM ADDO AESTHETICS?

Take just 5 minutes and find out YOUR biggest area of opportunity by taking my FREE Spa Business Assessment here → scorecard.addoaesthetics.com/

Join theGrowth Factor® Fundamentals, an association dedicated to empowering women and strengthening their community by helping aesthetic professionals build meaningful connections with one another and fostering support and guidance to create businesses that align with the lives they love → https://offer.addoaesthetics.com/growth-factor-fundamentals

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 thank you for listening to the Spa Marketing Made Easy podcast. If this is your first time hanging out with me, welcome. I’m an aesthetician turned spa director turned entrepreneur, and today our company Addo Aesthetics is in its 11th year of operation. 

Yes, I love that. It’s a magical number. I’m going to receive all of that magical energy for the incredible year that is ahead of us. 

Now, if you are an esthetic professional that wants to create a company, not a really hard job for yourself. If you’re an action taker, if you’re someone who does not have the time for those with a victim mentality, if you’re someone who has big dreams to create a seven figure spa without overwhelm, without stress, and with the time to pick up your kids from school and still make it to karate, you are in the right place, my friend, you have found your home, and I am so glad that you are here. So I just wrapped up a two day event in Indianapolis with our spa Manager Certification students. This was our 2025 class. 

It’s something that we offer once a year, and this program, it’s a four month program, and right in the middle, we meet in person, and we really get to work. And so the the instructions so each of these spas that are in the program, they are told, come to this event with the biggest problem happening in your spa right now, which really makes it fun, because I have an idea of what they’re going to say. We’ve run this program a few times now, and you know it’s it’s really interesting because we have some CEOs and we have some spa managers, and I love the dynamic of teaching a course with both of those roles. In fact, at this event, I brought to everybody’s attention. I said, Did you see that all of the spa managers are sitting on this side of the table, and all of the CEOs are sitting on the other side of the table. It’s, it was just a really kind of cool thing to witness. Don’t know what it means, but it was just like, Okay, interesting. Anyway. I love the workshop style of these events, and I also just love being in person. When you get to connect in person, the you have shared experiences, the friendships are created or deepened. And so when you get on Zoom, you get a heck of a lot more done. So anyway, at this event, we spent a lot of time talking about sales and marketing, and when those topics come up at some point you’re going to be talking about your spa booking software, because that’s such an important piece of the puzzle. 

Now for years, I have been talking about Mangomint, and I, hands down, believe that they are the absolute best spa booking software on the market. Now let me preface this that it is my job to ensure that your spa holds a healthy profit margin. That is my pure focus, the profit of your spa. Now, are there better softwares when it comes to EMR, perhaps, but Mangomint is HIPAA compliant, and when it comes to the sales and marketing aspects of what you can do with this software, aka the automations and touch points that will be your support system and going deep with your patients, rather than wide. There is no other software that comes close. Now, you couple that with incredible customer support, and you have a winning combination. So you can see why I am like, hands down. This is the best software out there. Now, anyway, a few months back, I was a guest on marketing 100 which is a podcast powered by Mangomint. It’s hosted by two guys, John and kale, incredible guys in the aesthetic space. And we created this really great piece of content around why new clients are not always the answer. And I thought it would be a fun episode to share a piece of content where I was actually getting interviewed rather than being the interviewer. And I think that this information, especially in the economic climate that we’re in right now, where it is going to be even easier to go deep with your patient base, rather than going wide, really focusing on that retention and all those really important things, I thought it would be a really valuable piece of content for you anyway. I hope that you enjoy this. I hope that it provides you value. I hope it helps with any type of. Of perspective shift that you’re needing right now. And if you’re interested in learning more about manga min, we’re going to have a link right below this video in the show notes. It’s going to get you your first month free. So be sure to click on that link. Use that link let them know you’re one of our Addo people. We send a lot of people their way, and they take extra good care of all of their people, but I like to think they take extra good care of our adult people because we have such a strong and established relationship with them. So click that link, and without further ado, let’s go ahead and play that interview. 

Hey,Everyone, welcome back to Marketing 100 I’m Kayle, your salon and spa business, bestie, and I’m joined today, as always, by my good friend and the founder of the salon business, John Halberg, but today is a very special episode. John is excited. I can tell already I’m excited, super excited. We’ve got a very special guest today, Daniela Woerner, founder of Addo esthetics and the host of the spa marketing Made Easy podcast. Daniela, thank you so much for joining us today. We’re so happy to have you.

Thank you for having me. I’m super excited to be here. Daniela, you operate in the spa world, and maybe some of our salon owners may not be super familiar with your work. So would you mind telling us a little bit more about yourself and what you do? 

I am the founder and CEO of Addo Aesthetics, host of the Spa Marketing Made Easy podcast, and really our company’s mission or what we do, what we actually do is help spa businesses with their internal operations, so that they can be more profitable on the Marketing 100 podcast, our goal is to bring 100 snackable, tactical marketing tips to salon and spa owners out there in the world. But today, I’m super excited because you’re bringing us a marketing tip. What are we talking about today? Daniela, why new clients are not always the answer to your problems when a spa owner feels their numbers going down, or they’re seeing their books not full. The solution that comes to their mind is, I need new clients, and today I want to talk about why that is not always the right answer. We’ve got to take a step back and first analyze, are we having a lead flow issue? Are we having a retention issue? Yeah, I guess it just like, comes automatically, right? If you see you have gaps in the book, the reaction is, I need clients, and you just default to thinking that that must be new clients, right? Or, like, more clients coming in. It is the default. And I think that we’re either in action mode or reflection mode. As entrepreneurs, we tend to live in action mode a lot more than we spend time in reflection mode, and sometimes that’s great. It helps us to move forward. It helps us to be innovative, but it would do everybody a service to actually reflect on what has worked if you see that you have a consistent number of new clients coming in, but your new client retention is very low. We have a different problem to solve. We don’t want you to spend time and money and energy getting new people in the door, if they’re just going to drop right off. 

You have to consider the expense when you’re trying to court new clients no matter what it’s going to cost you money. And in fact, typically, it’s far more expensive to acquire new clients than it is to retain clients that you already have. And in that case, if you are spending all that time, effort and money on bringing in new clients, but you’re not retaining them, then you’re just wasting money. You’ve got a leaky bucket there, right in Spa. When we have a new client come in, that new client retention, we want that to be at no lower than 70% then when we look at total client retention of those clients that we’ve actually acquired that are coming to us more than that initial visit, we want that up around 80% if you are below either one of those numbers, then that is an area of opportunity that you found in your business. 

And it’s also a great idea to look per provider, because we want to understand, as an overall spa what we’re doing, but we also want to understand per individual providers, because you may have, you know, the weakest link as one person, and that’s going to help you isolate even more. How do I solve this problem? Does this person need help with, you know, rebooking their clients or whatnot. It can be as simple as two or three conversations with that employee rather than starting an entire new marketing strategy. It can be like a difficult discussion sometimes with team members right in these type of topics or like, why are you underperforming? But when you have the data, it makes it like it’s not about you, it’s not about me, it’s not about us, and it’s easier to have. These conversations with your team as well, you can also lead into it and say, Hey, I’m going through these numbers, and it’s it’s my job to keep your books full. And so if I were having a tough conversation with a provider, I would say, How can I support you with this? What do you need from me to make sure that we can get your total client retention up to this that makes it a little bit easier to actually get results and not put that employee into, like, a defensive mode, curious,like, on the 70% number, which to me sounds a little bit high, because, like, coming from the silent world. 

For those watching this who are, like, looking at their numbers now following this conversation, and I’m like, at 50% or so, like, what would you say? Because, I mean, you meet so many students, you have so many people coming through your programs. I’m going to give you a lawyer answer. It depends. It really depends. And it has to do with looking at each individual spa. You have to make sure that you’re marketing to your right person, the spas that are in alignment with their core values, their messaging, all of that. It’s pretty easy to get to 70% because they’re targeting the correct person, if my primary service is micro needling, but I am talking about things other than micro needling or spray tanning or something that really has nothing to do. Then again, I’m going back to the piece of what is the problem that I’m trying to solve, and so am I speaking to the person that I’m trying to attract? Am I on the right platform? You know? I I’m going to be 44 this year. I am in that perfect demographic, right? The 40 to 55 year old woman with a certain amount of discretionary income that cares about how she looks. I am, like every sponsor, ideal client. I am also rarely on social media, if ever. How are they going to target me? How are they going to find me? These are the types of things that we talk about with our clients, of like, really, if you want to get these KPIs, numbers are information. Their knowledge, and so we’re looking at that, and it’s if you’re you know, who are you targeting? How are you targeting them? How are we aligning your message to make sure that you’re getting those numbers? 

Your target clientele is going to be in a specific place, and you have to meet them where they are to actually be able to reach them in a way that’s going to make sense and come across as authentic and genuine. And I think that a lot of business owners default to this is true in the salon world, and I’m sure in the spa world as well as people default to, okay, well, social is where I need to be. I need to be on Facebook. I need to be on Instagram. You know, maybe they’re making tiktoks, whatever it is, but how much of your clientele is spending in enough time in their day on one of those platforms to actually have a chance to where your impact there is going to make an impact on them, right? Like, how much of that is going to convert to people actually coming into your business? We talked to Brett Foreman recently from pony studios, who had something similar to say, where, you know, they spend a ton of time creating content for Instagram and Tiktok, but the amount of clientele that actually comes through their doors, that they get from being on social is not necessarily, you know, a lot bigger than what it was six months ago, a year ago, for the amount of time they spend on there. It doesn’t convert in the same way that word of mouth marketing or really, taking control of their review scores and review collection and administration through through like automation and things like that. So social is is definitely a takes a lot of time and effort, but does it really equate to being a valuable part of your business? 

Two simple exercises that a spa owner can do, or a salon owner can do number one, grab a notebook, pen and paper. Old school, keep it by the front desk, have your receptionist have a column for the name, and then have a check mark for Instagram, Google or referral. And every single new client that comes through your practice over the course of the month, you’re going to write their name down, and you’re going to check where they came from. I’m sure your guys software tells has this capability. You’re going to use that data in Mangomint for bigger picture things that we’re looking at. This is just I need to know visually. Is this coming from Instagram, Google or referral? If it’s from Google, let’s spend more of our time and energy on SEO, on pay per click, on those types of things. And if it’s referral, who are the people that are referring them? Do we have a referral program in place? Exercise number two, go through your top 25 clients of your all time history that are still active clients. Ask them how they found you. That is a gold mine of information that helps direct your marketing strategy, that will, in turn affect your bottom line.

I just love the practicality of that. This channel is powered by mangamint, and we talk a lot about tech and software and all of that, but at the end of the day, just like the notebook to just write that down, just like regular. Conversations, it’s so easy to like, forget that that is actually like, where the magic happens. If we’re looking at it in terms of, let’s be reflective, let’s, let’s analyze the data we’ve collected it for analyzing it, and we determine, you know, okay, do we have a lead flow problem? Do we have a retention problem? What’s our the practical way that we go about approaching that from that point, if it is a lead flow problem, then we’re going to figure out where we get our leads from, Instagram, Google or referral, because those are the three places that most leads are coming from. And we’re going to formulate a strategy. 

Right now, we’re seeing a lot of success with many chat on Instagram and creating, you know, some automation there to get people to actually book Google, really getting into your Google business profile, getting people to find you through search, understanding what people are searching for. A big problem that spas do often is they’ll write their type of business as skincare and what Google thinks skincare is is like a Sephora or an Ulta, you’re a day spa or you’re a med spa. And so really understanding that is going to help you get up there and search, building out your entire profile, including the map section, and then having a strategy around reviews. Okay, so there’s always going to be a short term plan and a long term plan to get those leads coming in consistently. If we have a retention problem, then we need to look at client journey. Are we calling them to see how their service went? Are new clients getting a handwritten thank you note? Do we have touch points if they haven’t been in for a specific amount of time, flows is the answer to the client journey. How can I create a specific flow that really makes sure that that patient knows that I want their business, I care about them, and I’m going to be consistently checking in with them in the world we’re in today where AI is incorporated into everything we need to understand where the human touch points should be, and the more specific that we can get to that individual patient, the more real, the more authentic it becomes, and the deeper the relationship and loyalty of that patient to your practice,John, we were Just talking about this recently, just personalizing your messaging, making, you know, those touch points you have with your clientele feel real and not just feel like a, you know, an email blast that’s generic or a sales pitch, the communication you have with your clients within such a personal business and such a personalized business should feel personal. It should feel like getting a message from a friend. It shouldn’t feel like somebody’s trying to sell you something all the time. This is a relationship that we’re building here with clientele, and it needs to feel that way. 

I know in Spa, they’re coming to us with all their insecurities and vulnerabilities, and I don’t like this about myself. I don’t like that about myself. I know in salon, the stereotype is that your hair stylist is your therapist, right? So these are people that are opening up and telling you so much about themselves, and they don’t want to be met with kind of canned communication a lot of businesses are doing as well when sending communication is also like sending it from like, no reply address, or like, you get a text message and you cannot respond to it, and it’s, you know, it’s like we talk to you, kind of thing. But just was allowing, actually, for, allow for like, one to one interaction. Sounds simple, but, I mean, it seems like, yeah, it does, but it’s what tech does to us. Makes us, like, think about scale and simplifying and saving costs, and like automating, but in that whole journey with where there is a lot of like, logical reasons for why that makes sense, tech, AI, etc, but also, like the human element, and like where it makes sense, married it to where it doesn’t make sense, don’t right, knowing the right pieces to do that with and, yeah, we are somewhat AI resistant. I know a lot of people are very worried about AI taking over their jobs. And, you know, all of these things, there is a robot that does lashes, but I’ve not, I don’t see that as, like, you know, taking over our provider industry.Is this for real? That’s so scary? Yeah, I would never, I would never.

But yes, there is a robot that does lashes. There’s the creativity of the human mind that’s needed to solve problems, whether it’s with skin or hair or whatever the services that we’re doing, and they refer to our services as self care. It’s a part of our overall health to come in, and we saw that after COVID, when so many people missed the human connection and the interaction and they they looked at Spa and Salon services as a part of their overall health and wellness routine. Humanize it and the way that you can do with flows, where you can create your own custom messages, you can have them from your. Specific provider. So it’s not just like response C, you customize it text Y for yes, it’s important to understand how and when to incorporate the human touch point. 

You mentioned COVID. And I think we really saw that come full circle at least a year and a half or so, where salons were just they were in trouble. They were, you know, they were down on services. If you were performing services, you had to sort of do it low key. And I think a lot of people felt like they were left in the lurch on the service provider side. And I think a lot of you know clients and and patients, you know of salons and of practices, kind of felt like I really just want to be I need this part of my life, right? Like we talk about how important grooming and like self care is here on the show a lot, and I think that a lot of people really felt that during that time. And when we finally got out to the other side of that, we saw this boom in in this, you know, these service industries again. But there was something that was sort of like that forever changed, I think, during that time period in terms of, like, how we talk to people, how we communicate, or the ways in which that we interact. And I think that a lot of businesses, maybe as well, had trouble sort of getting on track with, how do we grow our business quickly? Because we need to get back to get back to where we were. We need to pay bills. We need to be able to to, you know, pay for our space and our employees and everything else, and still be able to maintain that personal touch point. So we’re like, we’re embarking on this new part of our business journey. We have these new, you know, needs that we had to get keep our business going. And then on top of that, we’ve got this sort of like crater, this dent that was left by the impact of COVID, where now our communication skills are sort of altered, and the tools that we use communicate are different and less personal, and that sort of makes it more complicated, I think, to really put all those elements together and have a cohesive Marketing Strategy that feels genuine and feels honest and personal, sort of brings it full circle, back to that action or reflection that we were talking about earlier, where COVID was it was a challenging time and and people were in such action mode, there wasn’t the time to reflect on how meaningful those relationships were for the spa owners and salon owners that were like, Let’s have a coffee chat on Zoom. Let’s let me teach you how to do a facial at home. Let me teach you. Know, Like the connections with those in our community were really, really meaningful and really impactful. And then we just went straight into action mode before reflecting and saying, Wow, what if I incorporated this relationship aspect and not just be behind the screen, you know, all the time, expecting my business to grow in that way? How could I be more fulfilled, be more impactful, and also get more referrals by showing up and connecting with community in a meaningful way? 2024, was a tough year. Election Year causes uncertainty, inflation. We saw a big drop in the summer. It was a lot slower than usual. And I think that that, like, sent panic waves to a lot of people. And I really do believe that this is going to be an incredible year for our industry. 

Fingers crossed everybody. I genuinely do hope so I think that, you know, there’s always a need for service. There’s always going to be a need for salons and spas and self care businesses. And I think that people are going to need self care more than ever in 2025 so do genuinely hope that that, you know, service industries continue to run strong, and salons and spas are in a good place in 2025 so much gold and value that you’ve shared today. 

Daniela, I’m so appreciative of that. I’ve learned many things here. New clients are not always the answers. Where does your problem really lie? Do you have a few takeaways for people watching this who will not remember everything we talked about, but like a few key points, the action item that I want you to do is first evaluate, do you actually have a lead flow problem, or do you have a retention problem? So look at those two things. Use the notebook strategy. Use the asking your top 25 client strategy to really understand you can go through and use flows if you’re a Mangomint customer, highly recommend. And if you need lead flow help, there’s first figure out where your leads are actually coming from and formulate a strategy around that isolated channel so that you can get the most efficient results, simple, easy to action. That’s what we always try to do here on marketing 100 Daniela, thank you so much for joining us for joining us. 

For marketing 100 we had a ton of fun with you today. A lot of great takeaways as well. Where can our audience, our listeners, our viewers, learn more about you? Thank you so much for having me. I had a blast as well. You can listen to the Spa Marketing Made Easy Podcast on Apple, podcast on Spotify, or any of your podcast listening apps. And you can learn more about our company, Addo Aesthetics at addoaesthetics.com, and we’ll make sure to include links to those down in the description below. 

If you want to try the tools that Daniela mentioned today on the show, we have a link where you can try Mangomint for free for 30 days, 60 days, whatever. You get a little bit of extra time on us. Don’t tell anybody. Thanks so much for joining us on another episode of Market 100 I’m kale, your salon and spa business bestie, and we’ll see you in the next one.

 

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EP 429: Using Your Numbers to Make Better Business Decisions with Danielle Hayden

Finances feeling fuzzy? This episode will clear things up in a big way.

On this week’s episode of Spa Marketing Made Easy, I’m talking with Danielle Hayden—CEO of Kickstart Accounting, CPA, and former hairstylist—about the real numbers that matter in your spa business.

From bookkeeping basics to big-picture strategy, Danielle explains how to build your “money team,” make smart financial decisions, and set goals that actually align with the life you want to live.

What you’ll learn during this episode:

  • The difference between bookkeeping, tax prep, and CFO support
  • Why looking at your numbers monthly is a non-negotiable
  • How to determine when it’s time to switch to an S Corp (and the three benchmarks to look for)
  • What your financial advisor’s role should be in your spa business
  • Why every spa owner needs to build a strategic “money team”

Resources Mentioned in Episode #429: Using Your Numbers to Make Better Business Decisions with Danielle Hayden

  • Visit Danielle’s business website, Kickstart Accounting
  • Follow Danielle on Instagram: @kickstartaccounting
  • Tune into Danielle’s podcast Business by the Books

Subscribe on Spotify Subscribe on Apple Podcasts

Subscribe on YouTube

Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here.

join the free Spa Marketing Made Easy Podcast community

IG / @addoaesthetics

WEB / addoaesthetics.com

YOUTUBE / @addoaesthetics

LINKEDIN / @addoaesthetics

WANT MORE FROM ADDO AESTHETICS?

Take just 5 minutes and find out YOUR biggest area of opportunity by taking my FREE Spa Business Assessment here → scorecard.addoaesthetics.com/

Join the Growth Factor® Fundamentals, an association dedicated to empowering women and strengthening their community by helping aesthetic professionals build meaningful connections with one another and fostering support and guidance to create businesses that align with the lives they love → https://offer.addoaesthetics.com/growth-factor-fundamentals

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. 

Important question for you friends, how are you feeling about your money and your taxes today, if you’re listening to this on the day that it’s released, April 14, the day before tax day, my wish is that you feel calm and prepared and like it doesn’t even matter that your taxes and quarterlies are due tomorrow, hopefully you already have them paid. 

But that feeling of calm is not something that I have always had. I had years that just felt like complete chaos, and I decided, You know what, I do not want this energy in my life. But how do we get rid of it? Because we all pay taxes, right? That’s not going away, but you can get rid of the stress when you’re surrounded by the right money team, and that is why I am so excited to introduce Danielle Hayden, our guest on today’s show. She has the most incredible background. Get this. She is a hair stylist turned CPA, and she’s the CEO of Kickstart Accounting. Her accounting firm has been around for the past 10 years. We had so many synergies over the the times that we were talking over zoom and kick start, accounting is the newest partner in APA. Now, if you’re not familiar with APA, it’s a place for aesthetic professionals to build a thriving business and community, and one of the perks in there is that we have a big black book of recommended vendors, many of whom offer sizable discounts to APA members, including kickstart accounting. 

Anyway, Danielle gives tons of information, tons of value in this episode. I hope that you enjoy. It definitely worth a listen. So let’s go ahead and play that interview. All right, Danielle, welcome to the spa marketing Made Easy podcast. I I love talking about money. I love talking about numbers. I love normalizing these conversations with women. So I’m so excited. You’re such an open book. I think there’s some really important things that we can get out there today around money and finance and accounting. So thank you so much for being here. 

I’m really looking forward to it. I promise we’re gonna make this topic really exciting. I know most people shy away from this conversation, but my mission is really to make money and numbers approachable and fun to talk about.

Well, I love that because it is like it’s kind of this weird thing that when we start a business, or even if we’re on, like, a specific career path, if we’re an employee and trying to move up, we’re uncomfortable asking for raises. We’re uncomfortable saying how much money we want to make. It’s one of those. It’s like, what is it death, taxes and politics,or what, like my mom used to say before any any dinner that I went to, remember Danielle, don’t talk about religion, politics or money. And now I’m like, Ma, I go on on live screen to talk about money on a regular basis.

I was so last night I was at karate. My kids do karate twice a week, or actually, taekwondo. But I don’t know why, in my mind, it is, like, infused, that is karate, but it’s actually taekwondo. And I was talking to this other mom. She was so like, I just clicked with her right away. And she was, she’s a preschool teacher, and I was like, you know, there’s people that put their lesson plans online and then you sell them and you can do and I’m like, telling her this whole thing, and I’m in like, Daniela coach mode, you know, even though I’m at a mom event, I had like, a different hat on. I was like, so how much money do you want to make every month? And I was like, didn’t realize that in the coaching space, like, when I’m talking to somebody, I can so easily just be like, tell me how much money you want to make, you know, and talk about it and talk about it. And at karate, it was, like, the most inappropriate thing. And I was like, Okay, let me put my phone away. Like, because I have my calculator out, I was like, I can calculate your profit margin and what you would need to do. So I was like, Okay, stop. Like, get back in mom mode. Like, let’s be focused on the roundhouse kicks and go from that great, great self awareness to bring it back in check.

Sometimes you need that, like transition moment, you know, but it is something that I do think should be so normalized, and I think there’s so many because we’re we grow up with those beliefs. Of don’t talk about this, or it’s not appropriate, or people are clearly uncomfortable to talk about it. 

We need to do it even more as business owners, to make sure that we’re comfortable looking at the numbers and understanding understanding the overall health of our business and understanding what we need to be able to live the life that we want to live. So before we really like start going down the rabbit hole here, why don’t you tell us a little bit just the summary version, the nutshell version of like you, how you went down this path, how you started your company, all of those types of things.Yeah. So I actually started my career as a hairdresser, I was working behind the chair as a creative and while I was working, I got really good at understanding the numbers of what I needed to bring in to hit these different goals, and I started to teach the girls who I worked with How to read their paycheck, how to reach their goals, how we as a salon could hit our like, our retail metrics. We became Salon of the year and really helped them.

Basically, I always say, like, spa and salon are like peasants. So yes,yeah, they really are. So I realized I had this knack for helping people understand the numbers and to use it as a game, right? Like I mean in that context, yes, it’s our paycheck, but to use the numbers as a game of, how do we hit our personal and our business goals? Then took a hard right into corporate accounting, and my job there was to help the CEO, the investors, the management team, understand our numbers so that we can make better business decisions. So did youjust go from hairstylist to corporate, or was there, like, any schooling or training, like how I was going to school, I had my master’s degree, my CPA. So while I was working in the salon, I was going to school, working that is a hard right? Yeah,yeah. I was doing both at the same time. So while I was doing hair, I was always in school, worked at Ernst and Young while I was still behind the chair, finally left the salon to go into into working in the accounting field full time, and at that same time I was I realized I was doing a lot of the same thing, helping people understand their numbers so that we can hit our goals. 

So the board, the investors, the management team, the CEO, we had to look at that information and decide what’s working, what’s not working, what are we going to stop doing? Where are we going to go the next quarter? How are we going to do better so that we hit our goals? I remember this moment in the boardroom where I was sitting there watching this conversation unfold, and I said, I am doing this to help the rich get richer, right? Like I’m helping these people, these investors in this room, and I truly believe that every business owner, right, small business owners deserve access to that same information so every single person can make that same decision. I was doing some volunteer work at a a local entrepreneurship hub here, and I realized that small business owners didn’t even have bookkeeping in place. Oh, no. I mean, it’s amazing. I was working with a spa that was doing well, 800,000 a year, 800,000 and she literally had no idea where her net I was like, well, doesn’t your CPA or does? Don’t they send you your report? She’s like, No, I just look at it when I do my taxes at the end of the year. Oh,

 

yeah. 

We can talk more about that. We can talk more about that. But so I realized that ever you know, we can’t set a budget or a business plan or or raise money like we can’t do any of that unless we have bookkeeping in place. And so I went on a mission 10 years ago. Kickstart just celebrated 10 years this year. Thank you. We went on a mission 10 years ago to help every single business owner with bookkeeping, which then helps them understand their numbers make better business decisions. We do taxes as well, but taxes are like a bonus, like we can just show up to tax season super prepared, because we’re business owners who use our numbers to make business decisions every single month.And that’s such a for me, we have this kind of process that we’ve been doing for the past, I would say probably six years. We’re also 10. We’re in our 11th year now. So we were on a very similar path. And probably around six years ago, I started meeting with my financial advisor, my CPA and my husband. Yeah, and at the end of the year, and really saying, what are my what are our goals as a family? And so how much money do I want to pay myself? And so how do I take that number with my CPA and my financial advisor to understand what the goals of the business are? 

Because it’s, it seems kind of backwards. Most people are like looking at their business and setting the goals, but for me, you you should be building a business around the life that you want to live and using that as the Well, here’s how much money I want to be able to hit my goals, and here’s the profit margin that we’re hitting, and so here’s the goals that we need to set. And that has worked tremendously in helping me live the life that I want. That changes season by season too. It does no idea, right? I mean, I have, I have two small kids. You know, I started this business before kids, I birthed two kids. My husband was active duty for 21 years, so we were moving all the time. So there’s different seasons where you need different things, and without the relationship that I had with our CPA and like, like, understanding those important pieces, I have no idea how I would have been able to make some of those business decisions. You know? I mean, it’s vital.

You feel like it’s never enough. So if you’re not meeting with your money team, so I call that your money team. If you’re not meeting with your money team, and you’re not having that strategic level conversation with them, you end up in this cycle where nothing ever feels like enough, no matter how much money you bring in, no matter how much revenue you have, no matter how much you pay yourself, no matter how much draws you take never feels like enough because you never took the moment to set the budget, to set the goal and to coordinate that conversation with your money team.

But that’s the hardest thing to answer, right? Is when is enough enough? I mean, that’s the I can have someone come in and tell me everything that they don’t want, and then you ask them what they want, and it’s like, I don’t know. I want a million dollar spa. 

Well, why do you want a million dollar spa? You know, like, Do you want a million dollar spa? Do you want a ten million spa, or do you want a half million dollar spa? Like, what is, what are the things that you want? And I think that even just by getting to a place where you’re setting goals, you have to answer those questions for yourself. It forces you to think about the life that you want to live, and what you desire, and all of those pieces, yeah. So tell me more about you had mentioned there’s like four money people. Who are these people? Tell me about your money team,yeah. So we want four, four people on the on the Money Team. And I know four sounds like a lot, so, but I don’t really, don’t care how big or small you are, so you might just be starting out. You might be celebrating 10 years like we are. I always want you to have four, four people. The primary person is your bookkeeper. Now most people go into business and they hear you need to get a CPA, right? 

You need to somebody to file your taxes, but your CPA can’t file an accurate tax return, and they can’t give you the information and the support you need without bookkeeping. So really, our most important person that’s going to organize and coordinate everything for you is a bookkeeper, and that’s why at Kickstarter accounting, we start with bookkeeping, because it is really difficult as a business owner to do all the things. 

And I know that as a business owner, you want to stay in your zone of genius, to do only the things that you can do. And I want you to stay there. You don’t need to know how to do bookkeeping. I went to school for a really long time to do bookkeeping. Our job is to help you while you’re out, making money, spending money, to organize the income and the expenses. 

And we do that every single week at kickstart, and then your bookkeeper should be sending you the financial statements every single month. Now, our clients receive what we call snapshots, where we walk you through a high level overview of of your numbers, no matter who you are working with, you should be looking at your financial statements every single month. Bookkeeping is show you, showing you where you just went, right, like, what just happened. And we need to be looking at that monthly so that we’re doing that in real time. Does that make sense? Yeah, all right. 

The second person is our tax account. So they are our tax account, CPA, their only job is to file the tax return and to help you with tax planning. So a lot of times, what happens is that we because our tax accounts, the first person we hire, we’re calling our tax accountant for business advice. We’re saying, Well, you didn’t send me the financial statements. I don’t care about the bookkeeping. I multi bookkeeping so I can file your tax return right like they’re not thinking about it in that way your bookkeeper is thinking about I need to organize the financials so that you understand your numbers, so that you can make better business decisions your tax accounts. Job is to make sure that you can file the tax return again, the bookkeeper is. Giving the tax account accurate financials. They need to know what they’re looking at. They need to have that information so that the tax accountant can then file the return and help you with tax planning. 

Those two people should be able to talk together. So here at kickstart when, when somebody gets on the phone with our team of CPAs, we’ve already coordinated hours behind the scenes with our bookkeepers. So the bookkeepers and the tax accountants, they’ve already coordinated behind the scenes. So by the time our client gets on the call, things are done. And so you want a team who can talk to each other, so that you’re not having to play that middleman. So the second person is the tax account, the third person is your financial advisor. So you had mentioned, you know, your husband’s a financial advisor, helping you look at, what do I need personally, our business can’t be our retirement fund. We need to have outside investments like it creates a whole person, a whole unit, and so we need to have retirement options, investment options, savings that sit outside of our business, and our financial advisor helps us navigate that. And then we have our CFO. Our CFO is the fourth person on the Money Team. Now I said bookkeeping helps us look backwards, so what just happened, and our CFO helps us to start navigate the future. So our CFO is going to help us look at what are our goals in the future. And let’s set a strategic budget. Let’s pay down debt, let’s look at cash planning. Let’s start to plan for the for the future. But we can’t do that until we have a really clear vision of what just happened in the past.  And so you said you want all four people, no matter what size you were, how the CFO is the one that I’m questioning. So at what point I know a lot of businesses will say, hire a fractional CFO, or have just like a once a year sit down with a CFO. Are you even doing that. Say I’m a nurse, and I just left anesthesia. I’m starting my med spa, and it’s just me right now, like I am a solo nurse injector, and that’s what I’m doing. Would you still have a CFO? So just like you said, we we offer like fractional CFO services for our clients and one off budgets. So for somebody in that situation, I would say, get your bookkeeping done first, right? 

We need to know bookkeeping is organized. You’ll have your CPA team, and then you can do a once a year budget with a CFO team. So our CFO team comes in for our bookkeeping clients. Does that once a year, your your budget, talks about the goals where the business is is going, and then they’re there when they’re ready to initiate that on ongoing process. 

But I do believe that every business should be setting a budget, but when you’re ready, the bookkeeper and the tax account are the my non negotiables. The financial advisor I actually want you to have pretty early on in in business. Yeah. And then I agree with you, the CFO, something you can add on as a one time budget, or as you are ready to start looking at the future. Not every business owner is ready to look at the future. So we were talking a bit before we hit record here about S corps versus single member LLCs, and when is the right time to do that is, who is that person that’s giving you that advice is that the CFO is that the CPA is that your bookkeeper, like, where are you? That’s been one of my biggest complaints that I’ve heard from our account, from our students that are saying my my CPA doesn’t tell me anything. They don’t tell me that I should be doing a backdoor Roth, or they don’t tell me that I should be bringing on a 401, K account for my staff, or that I should be switching over to an S corp. These things that can save you 10s of 1000s of dollars in taxes. So who’s whose role is that?

So I disagree with my industry, so I’m going to say, start there, that what I’m going to say is not standard across the board, not all CPAs do this. 

The CPA Tax world has become very transactional and and in part, I blame our government for this, because you have to get in a lot of tax returns in this small window of time. We’re working under a very tight deadline. And CPAs were taught how to file a tax return not run a business. They’re no more of an entrepreneur. You know, they went to school to file that tax return. So they’re not entrepreneurs. So we have turned this, this thing, into a very transactional experience for entrepreneurs. 

So. Yeah, and it leaves people very frustrated. And so what we’ve created at Kickstart accounting, through we have, we call it our sister company case, a tax partners, we’ve created this experience where we can work together both the bookkeeping and the tax team to be able to answer questions like this. We go out of our way to make sure that our clients have this answer. Every single year, your CPA should, at least annually, be looking at your entity structure to let you know if you are working within the right entity structure. So during our mid year tax check ins, every single one of our clients receives a mid year tax check in and like, August, September, October, time frame. And during their tax snapshot, we’re walking them through, are you in the right entity structure? And that’s where we’re looking at, you know, should you become an S corp or or should you stay where you’re at? Is an LLC the right? Right for You? However, at any time, if you start to think, like, if you listen to the show and you’re like, Oh, I actually do hit those milestones, you should be able to go and ask your CPA and your bookkeeper at any time if you should become a S Corp. 

Unfortunately, the answer in the tax world is gray, because not everybody agrees on when is the right time to become an S corp. Your CPA should be able to run some forecasts for you, to show you what how much you would save. But if it’s okay with you, I’d love to give you kind of like my three things that I want to see before somebody becomes an S corp. Yeah, absolutely okay. So if you are hitting these three milestones, go have the conversation with your your CPA. If they don’t want to have a conversation with you, we will have that conversation with you. So if you are making net income of $100,000 a year or more for more than two years, so not your gross revenue, I want you to look at your net income, because after all of your expenses, you need to have enough money to pay yourself. The IRS says this is not Danielle’s role. It’s not kickstarter’s role. The IRS says that once you become an S corp, you have to be on payroll. You have to pay yourself through payroll, and you have to pay yourself what’s called a reasonable compensation. And reasonable compensation is how much would you have to pay somebody else to do your job in your area? So this is location based, and we find that around $100,000 of profit is enough to pay you, plus the payroll taxes and possibly take out any owner straws as well. Okay, so that’s rule number one. That’s rule number one. Rule number two is that you are consistently taking out owners draws today. 

So just like we’re not going to go on a diet on Monday, we’re not gonna start routine on Monday, you are not suddenly gonna become an S corp and have enough cash to pay yourself. So as an LLC, if you are not consistently taking owner’s draws, then we need to get you taking owners draws first, so that we know that your business has enough cash to pay yourself once you become an S corp. If you can’t pay yourself and you need to dissolve your S corp status, you can’t become an S corp again for five years. So it is a it is a decision that we need to take take seriously. Number three is that you are not comingling business and personal expenses. So if you are currently, you know, paying for your mortgage through your business or your kids, daycare,housers, that happens.

It happens more than I wanted, but so if you’re doing that type of commingling, you need to stop the commingling first, just like the day on a Monday. You know, I like to use that as a as an example, because just because you become an S corp, and you think that, Oh, now it’ll be really serious, I’m going to really stick to it, you’re not separate your business and personal expenses. Start paying yourself on a regular basis, moving money from your business account to your personal account, taking those draws. Once we have that established and we’re bringing home an income of over 100,000 it’s a no brainer to become an S corp. It is a great tax savings. You can pay yourself through payroll. You can enjoy the reimbursements through an accountable plan, you now have a paycheck stub to go buy a car or apply for a mortgage, like there’s some serious benefits of becoming an S corp and having those three things in place. 

Make that decision really easy. What about your if, if you’re in partnership, if you’re your household income, obviously is going to have an impact on that too. So would you be like say that you have a spouse that earns a high income, or if you have a spouse that does not earn a high income, you know if whatever the role is, would your advice? On switching over to an S corp change in any way. You know, for our family situation, my my opinion, actually doesn’t change. 

So when we work with our clients, we do work independently between the business and then the family. So when we look at the bookkeeping and our stance on S corp status, tax reserves, saving for taxes, we really want to look at the business as an entity by itself. Here’s why. Today you might not be thinking about selling your business, but maybe in three years, somebody comes along with a really attractive offer, or your health changes. Your family’s health changes. 

Something changes, and you decide that you want to sell your business or you need to take on investment dollars are alone. By having your business completely separate from your from your personal we’re able to look at the business as its own entity, as its own individual, almost. And I want you to make that decision to become an S corp, because your business can afford to pay you that there’s going to be tax savings for for the the business. Your tax accountant can then look at the whole picture as a personal situation. I don’t believe I’ve ever seen where becoming an S corp actually affected, negatively impacted, that your personal tax return.

Good to know. Well I know, like I kind of teased in our in our APA group, that we have finally found an accounting firm, a bookkeeping firm that we are excited to partner with. This has been a long time coming, and we when I and I didn’t even know that you used to be a hair stylist, which, like is the cherry on the cake, it makes it even better. But I think that, you know, there’s a lot of things about the way that you operate your company, about the relationship piece. I also, you know, I love men. I think men are great and very intelligent. But I think in a business, in an industry where we’re over 90% women, and it’s such a taboo subject. Sometimes it’s really nice to be able to talk to another woman about these types of things. You know, it’s your guard is let down a little bit. And so I’m really, really excited to officially bring you guys on as a partner of Addo Aesthetics, and we’ve got some really awesome partner discounts available inside of APA. So Danielle, do you want to share just a little bit more about where our listeners can find you and follow you if they want to get more information from you? 

Yeah. kickstartaccountinginc.com/gift, there is some beautiful downloads in that that link, kickstartaccountinginc.com is our website. You can come book a discovery call. We love relationships. We have long term relationships with our clients, and we can have an open conversation. So wherever you’re at in in your business, come both the discovery call. My team is even nicer than than I am. They are this amazing welcoming team. We have a team chat, and as we were recording, I’m watching them celebrate clients wins. Every Friday that that chat gets really active just celebrating our clients, because oftentimes we don’t have anybody else to celebrate with. So our team likes to celebrate with our clients and loves to be there for them when things aren’t going well. So come book The discovery. Call the amazing team that’s excited to be of service to you. Kickstart accounting on on Instagram is where we hang out, and then business by the books is our podcast where we talk about how to use your numbers to make business to make better business decisions every single week. Love it. 

Thank you so so much. Be sure to follow Danielle and kickstart accounting, and you’re welcome. This was a lot of work to find. It’s a lot of work, but we’re really excited. So thank you guys for listening, and we’ll catch you on the next episode. 

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