Run a Progress Review Before Changing the Plan

Made for Estheticians

Run a Progress Review Before Changing the Plan

Also useful for: people in Estheticians

45 min Advanced Customers Communicate Better

Review the full treatment record, check safety concerns, and choose whether to continue, adjust, pause, or refer.

Create a free account to save your progress and use this Playbook.

Use this when

A client's results have stalled, symptoms have changed, progress is unclear, or the current plan may no longer be appropriate.

You'll need

  • Review reason
  • Treatment goal and expectations
  • Treatment history
  • Home-care consistency
  • Home-care details
  • Skin response and symptoms
  • Progress evidence
  • Outside factors
  • Scope and referral limits

You'll get

  • The treatment timeline reconstructed
  • Observed facts separated from client reports and assumptions
  • Home-care consistency and outside factors assessed
  • Safety and scope concerns screened
  • All four next-step options compared
  • One decision or safe temporary action documented

By the end of this playbook

You will have:

  • The treatment timeline reconstructed
  • Observed facts separated from client reports and assumptions
  • Home-care consistency and outside factors assessed
  • Safety and scope concerns screened
  • All four next-step options compared
  • One decision or safe temporary action documented

Sample

This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.

Sample input

Review reason: Progress has been uneven after three congestion-focused appointments, and new stinging started last week.
Goal: Fewer inflamed breakouts and less congestion over 12 weeks.
Timeline: Three gentle services over six weeks; dryness reported after the third.
Home-care consistency: Partly consistent.
Home care: Cleanser used most nights, moisturizer skipped often, and an exfoliating toner was added without discussion.
Symptoms: Mild stinging and redness around the mouth, no swelling, blisters, eye symptoms, severe pain, or spreading rash.
Evidence: Forehead looks less congested in photos, but lighting differs. Client reports fewer deep breakouts.
Outside factors: New medication and recent travel.
Scope: No diagnosis or treatment of medical skin conditions; persistent or worsening reactions require referral.

Sample assembled prompt

Decision: Pause exfoliating services and the...
Don't claim a diagnosis.
Reassess in 7 days, or sooner...
Recommend medical evaluation if stinging or...
Reasoning: Some improvement is reported, but...
New irritation must be resolved before...
Progress markers: Change in stinging, visible...
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