Medspa · free · about 4 minutes
Get the Consult Booked and Deposited: The 8-Check Booking Scorecard for Medspas Nationwide
The consult request came in through Instagram at 8:14. It was answered at 11:40 the next morning. The client had already paid a deposit somewhere else, and the front desk never hears why. It happens to practices where the request inbox has no owner.
The Medspa Consult Booking Scorecard is a free, self-scoring checklist of eight checks for medspas nationwide, run remotely across the United States by Rodgers Intelligence Group, based in Denver, Colorado. Mike Rodgers wrote the checks and answers every question himself. Each check is a written rule: it says what in place looks like and gives a stated fix when the check fails.
Your answers never leave this page. The scorecard runs in your browser. Nothing is stored, nothing is sent, and there is no email field. Demonstration, not a client result.
The 8-check scorecard
Answer each check. Your result updates as you go. If a check is missing or partial, its fix appears underneath. The result is a finished document you keep: a score, a verdict and a fix list, and the eight checks on this page are the written rulebook behind it.
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Check 1
DMs, forms and calls land in one queue
In place Instagram, website form and phone inquiries arrive where one coordinator looks every hour.
If it fails Route every inquiry channel to one inbox or one screen today. Scattered inboxes are where consults go to die. (about 15 minutes)
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Check 2
First reply lands within the hour, in business hours
In place Every consult request gets a human reply inside the hour, with an answer outside hours that lands at open.
If it fails Turn on saved replies for your three most-asked questions and reply within the hour. Speed-to-lead is the whole conversion. (about 10 minutes)
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Check 3
Consult type and provider are matched, not 'next available'
In place The client is booked with the provider and consult type that fits the treatment they asked about.
If it fails Write a one-page provider-and-treatment match sheet for the coordinator. The right provider at booking is a bigger close lever than a discount. (about 20 minutes)
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Check 4
Deposit or card-on-file policy is applied consistently
In place The same deposit rule applies to every consult slot, explained at booking in one sentence.
If it fails Pick one policy and apply it to everyone. Consistency protects the schedule and it is easier on the coordinator than exceptions. (about 15 minutes)
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Check 5
Pre-consult prep goes out at booking
In place Photos, contraindications and arrival instructions are sent when the appointment is created.
If it fails Attach your prep message to the booking confirmation template. Consults convert better when nobody is surprised at arrival. (about 10 minutes)
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Check 6
Confirmation and reminder sequence is set at booking
In place Confirmation at booking, reminders at 48 and 24 hours, automatic or by a standing list.
If it fails Check reminder settings this week: booking confirmation plus two reminders is what clients expect from a premium practice. (about 15 minutes)
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Check 7
A same-day treatment path is offered at the consult
In place Calendar time is held after consults so a decided client can book treatment the same day.
If it fails Block post-consult treatment slots in the provider calendar this week. Same-day booking is the cleanest revenue in the building. (about 10 minutes)
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Check 8
No-show and cancelled consults are worked within 24 hours
In place Every missed consult gets one call and one reschedule offer within a day.
If it fails Keep a one-line no-show list and work it the next morning. Most of those clients still want the consult. (about 5 minutes)
Fix these, in this order:
What your score means
- 8 of 8: Your booking flow converts. The next gain is retention: review rebooking and membership offers before buying more lead spend.
- 6-7 of 8: You are paying for consults your inbox is losing. Fix the two failing checks; most are routing and calendar edits.
- 5 or fewer: Marketing spend will not fix this. Fix checks 1, 2 and 4 first: one queue, one-hour reply, one deposit policy.
What the current process costs
Nobody sends a bill for the current process, which is why it survives. The work lands on the front desk or the practice manager, and the eight fixes above carry their own minutes. Add the minutes for the checks that failed on your scorecard and multiply by what an hour of that time costs you. The answer is your own number for one month of consult requests, and you are the only person who can compute it.
Hold that number against the routes on this page. Fixing the checks yourself costs the minutes printed on each fix. The RIG One-Workflow Review is a $3,500 fixed fee, with a written readout within ten business days after required access, and the readout is yours to use with any vendor or internally. Fewer than three failing checks says the fix list is the right route; three or more says the workflow is worth a written look.
Frequently asked questions
What is the Medspa Consult Booking Scorecard?
It is a free, self-scoring checklist of eight checks for medspas nationwide. Each check states what in place looks like and gives a plain-language fix with a minutes estimate when it fails. You finish with a score, a verdict and a fix list.
How long does it take?
About four minutes. You answer each check as in place, partial or missing, and the score and verdict update as you go.
Where do my answers go?
Nowhere. The scorecard runs in your browser: nothing is stored or sent and there is no email field. Your result appears on the page and stays with you.
What happens after the score, and what does the next step cost?
Fixing the checks yourself costs nothing beyond the minutes each fix carries, and the free 12-check Client Intake Test Kit needs no email. If three or more checks fail, the RIG One-Workflow Review is a $3,500 fixed fee with a written readout within ten business days after required access; it is not a retainer, and details are at rodgersintelligence.com/workflow-review.
More questions, answered directly
What does my score mean?
The score counts the checks that are in place. The verdict under it says whether the workflow or the effort is the problem, and the fix list names the failing checks in the order to take them.
Do I have to buy anything to use this scorecard?
No. The scorecard is free and the answers stay in your browser, and the free 12-check Client Intake Test Kit needs no email. The One-Workflow Review is a $3,500 fixed fee, with a written readout within ten business days after required access, for the case where the workflow is the problem rather than the effort.
We are a single-provider medspa. Does this apply to us?
The checks are about the booking flow rather than headcount, and a single-provider practice feels every missed consult most.
Who is behind this scorecard?
Rodgers Intelligence Group, based in Denver, Colorado. Mike Rodgers wrote the eight checks and answers every copied summary sent through rodgersintelligence.com/contact himself. The checks are written rules; nothing on this page is a client outcome.
The next step
1. Fix it yourself (right for most readers)
Every failing check above carries its own fix and a minutes estimate. Three of the eight checks are calendar or template edits you can make this week.
2. Free, ungated kit
The 12-check Client Intake Test Kit covers the whole intake surface, not just this one workflow: rodgersintelligence.com/client-intake-test-kit. No email required.
3. Priced next step, with its cost
If three or more checks fail, the honest read is that the workflow, not your effort, is the problem. The RIG One-Workflow Review is a $3,500 fixed fee, with a written readout within ten business days after required access. It is not a retainer, and you do not need an automation build for the review to be worth the fee. The readout is yours to use with any vendor or internally, and it is not credited against the build price. Details: rodgersintelligence.com/workflow-review.
When not to book it: fewer than three failing checks, no authority to change the workflow, or a project already covering this process. In those cases, fix the checks yourself and re-run this scorecard afterwards.
4. Talk to a human
Send your copied summary through rodgersintelligence.com/contact and you will get a reply from Mike Rodgers, not an autoresponder.