Medspa Revenue Diagnostic

Practice baseline

Step 1 of 4: Baseline Clinic Metrics

Start with a snapshot of inquiry volume, initial treatment value, and dormant records. These figures provide context for your patient-flow review.

Average Monthly Inbound Inquiries (Calls, Forms, DMs):

Average Initial Treatment Value ($):

Total Inactive Patient Records (>6 months without a visit): Use your best available estimate if an exact count is not on hand.

Intake & speed-to-lead

Step 2 of 4: Front-Desk & Inquiry Latency

Choose the answer that best reflects what happens today. This diagnostic scores the response-system questions shown here.

When a new inquiry arrives during business hours, how fast is the first direct personal outreach made?

Under 5 minutes via automated call/2-way SMS 5 to 30 minutes 30 minutes to 2 hours 2 to 4 hours End of day or next business day

What happens when a prospect calls while the front desk is occupied?

Automated SMS fires within 60 seconds initiating conversation Rolls over to a live intake coordinator or backup line Voicemail, returned within 1–2 hours Voicemail, returned by end of day or next morning Rings out / voicemail checked sporadically

How are after-hours and weekend inquiries handled?

Self-service booking engine with live calendar & deposit capture Automated 2-way SMS securing preferences immediately Generic auto-reply email stating “We will contact you Monday” No response until the next business day

Commitment & conversion mechanics

Step 3 of 4: Pipeline Commitment & Retention

Choose the answers that best reflect how your practice confirms consultations, converts prospects, and follows up.

What is required to confirm a consultation spot?

Required non-refundable deposit ($50–$100) credited toward treatment Credit card on file with strict cancellation policy Verbal confirmation / standard calendar hold Direct self-booking link with no card required

What pre-consultation reminder sequence is deployed?

Multi-channel flow (SMS + email + calendar invite + pre-care guide) Two automated SMS reminders (e.g., 48h and 2h prior) One manual phone call/text 24 hours prior Single confirmation email at initial booking No standardized reminder workflow

Average scheduled consultation show-up rate:

85% to 95%+ 75% to 84% 65% to 74% Under 65%

What percentage of completed consultations purchase treatment same-day?

75%+ 55% to 74% 35% to 54% Under 35% Unmonitored / Unknown

What is the follow-up protocol for inquiries that don't book immediately?

Automated 5–7 touch multi-channel cadence across 14 days Manual follow-up 2 to 3 times over the week Single manual follow-up message No structured follow-up

When did your clinic last run a systematic reactivation to dormant patients (90+ days inactive)?

Automated, monthly segmented re-engagement workflows General newsletter/promo blast within last 60 days Holiday promotion 3–6 months ago Never or not in the last 6+ months

Verification & diagnostic assets

Step 4 of 4: Audit Verification

Share your primary clinic details and where you feel the practice may be losing the most money.

Clinic Name

Primary Clinic Website URL

Primary Front-Desk Phone Number (for mystery-shopper latency test)

In one sentence: Where do you feel your practice is losing the most money right now?

Owner/Director Name

Best Work Email

Your score summarizes the 9 inquiry-response and conversion questions in this diagnostic. It is an initial indicator—not a full revenue analysis or a guarantee of financial results.

Final review

Step 5 of 5: Review your diagnostic

Check the information below, then send your intake to Assegai Media.

Inquiry response score Based on 9 operational questions

— / 100

Monthly inbound inquiriesNot provided
Average initial treatment valueNot provided
Inactive patient recordsNot provided
First outreach speedNot selected
Response to occupied front deskNot selected
After-hours and weekend inquiriesNot selected
Consultation confirmationNot selected
Pre-consultation remindersNot selected
Consultation show-up rateNot selected
Same-day treatment purchase rateNot selected
Inquiry follow-up protocolNot selected
Dormant patient reactivationNot selected
Clinic nameNot provided
Clinic websiteNot provided
Front-desk phoneNot provided
Practice revenue concernNot provided
Owner/Director nameNot provided
Work emailNot provided

This intake covers baseline metrics and inquiry-response and conversion questions. It does not calculate estimated revenue impact. For a personalized analysis and prioritized action plan, see the Revenue Leak Report™.

Your diagnostic results

Your pipeline snapshot

Based on the information you provided, here is an initial estimate of your clinic’s pipeline performance.

Pipeline Integrity Score Normalized from your nine operational answers

— / 100

Diagnostic category

Projected Monthly Revenue Leak

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Unharvested Database Equity—