Salon and clinic
First visit follow-up
Two days after a first appointment, which is when they decide if you are their place.
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The steps
Message them and ask how it settled.
Write anything they say about the result into the contact notes.
If they are happy, ask for a review with the direct link.
If they are not, tell me immediately and do not send anything else.
These are instructions for the assistant, carried out one at a time against your real records. Each one still goes through the same checks as if you had asked for it yourself.
Install it in your account
Once you have an account, ask for "First visit follow-up" and it is added as your own recipe. From then on it runs on your records, not on an example.
- It becomes yours: rename it, edit any step, delete it.
- Anything that sends or deletes still asks you first.
- Works from the app, WhatsApp or Slack, in your own language.
More Salon and clinic playbooks
New client books
From the first message to the chair.
No-show recovery
Run it the same day. A no-show contacted that day usually rebooks.
Rebook before they leave
The single highest-value habit in the business.
Lapsed client win-back
Monthly. Everyone who has not been in for twice their usual interval.
Fill a cancelled slot
A cancellation an hour before is money unless this runs immediately.
Course of treatment
For anything sold as a block of sessions.