CAB Solution Profile
Med Spas
Consultations, treatment plans, packages, memberships and follow-up often live across separate tools. CAB can connect them into one experience for your clients and your team.
01 · The friction
What's slowing the business down
A med spa's revenue depends on a journey — inquiry, consultation, plan, series of treatments, maintenance. When each step lives in a different place, leads go cold and clients fall off between sessions.
- · Consultation forms arrive one way, bookings another.
- · Package sessions are tracked manually.
- · Treatment plans aren't connected to scheduling.
- · Follow-ups after treatment depend on someone remembering.
- · Membership billing and benefits are hard to reconcile.
- · Leads from ads go cold before anyone calls back.
02 · What CAB builds
One connected system
Lead-to-consult flow
New inquiries get a fast response and a path to book a consultation.
Digital intake
Consultation forms and consents connected to the client's record.
Treatment plans
Plans that turn into scheduled sessions and package balances.
Packages & memberships
Session balances and member benefits that update automatically.
Post-care follow-up
Aftercare instructions and check-ins timed to each treatment.
Client portal
Clients see their plan, remaining sessions and next appointment.
03 · Before → After
How the work changes
Before CAB
- Ad leads wait until someone has time to call.
- Package balances are tracked in a spreadsheet.
- Clients drift after their series ends.
With CAB
- Lead arrives from ad or site (Software)
- Instant response & booking link (Automation)
- Intake & consents completed (Software)
- Provider builds treatment plan (Human approval)
- Package sold & sessions scheduled (Software)
- Aftercare sent (Automation)
- Maintenance timing suggested (AI)
- Front desk reviews outreach (Human approval)
You stay in control: Staff decide who gets personal outreach. · Managers can adjust balances with a recorded reason. · Providers decide what each client is recommended.
04 · The plan
Start small, then expand
- First move: Lead-to-consult flow
- Client journey from inquiry to maintenance
- Consultation and consent forms
- Packages, memberships and session rules
- Clinical system and payment connections
- Follow-up timing per treatment type
Starting project range: $5,000–$20,000+
Possible improvements, not guaranteed results. Final scope and price are set in your Blueprint.
