Recommend Retail Without Turning the Consultation Into a Sales Pitch

Made for Estheticians

Recommend Retail Without Turning the Consultation Into a Sales Pitch

Also useful for: people in Estheticians

35 min Advanced Communication Communicate Better Need to Compare Options

Build the smallest useful home-care recommendation, then explain it as part of the treatment plan rather than a product pitch.

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Use this when

A client wants home-care guidance, uses a confusing mix of products, has limited tolerance or budget, or seems likely to resist a long retail recommendation.

You'll need

  • Client goal
  • Consultation context
  • Current routine
  • Tolerance and cautions
  • Routine constraints
  • Budget range
  • Available products
  • Recommendation timing

You'll get

  • The primary treatment-support goal separated from secondary concerns
  • Every current product assigned a clear audit status
  • Unresolved safety and product-information gaps identified
  • The minimum routine defined before products are selected
  • Recommendations ranked by need rather than sales value
  • Morning and evening steps placed in a usable order

By the end of this playbook

You will have:

  • The primary treatment-support goal separated from secondary concerns
  • Every current product assigned a clear audit status
  • Unresolved safety and product-information gaps identified
  • The minimum routine defined before products are selected
  • Recommendations ranked by need rather than sales value
  • Morning and evening steps placed in a usable order

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

Client goal: Reduce recurring chin congestion without drying the cheeks.
Consultation context: Congestion has been reported for four months. Cheeks appeared dry. No open skin was observed. A gentle enzyme service was completed today.
Current routine: Foaming cleanser morning and night, SPF 30 in the morning, 2% salicylic serum most nights, gel moisturizer used inconsistently.
Tolerance and cautions: Strong fragrance stings. Daily exfoliation has caused peeling. Prescription use still needs confirmation.
Routine constraints: Five minutes maximum and no more than three evening steps.
Budget: $75 total today.
Available products: Gentle Cream Cleanser, $24, fragrance-free, morning and evening. Barrier Lotion, $32, ceramides and glycerin, use as needed. Clarifying Serum, $38, salicylic acid, label says two to three evenings weekly and avoid irritated skin.
Recommendation timing: After the post-treatment recovery window.

Sample assembled prompt

Goal and decision summary: Primary goal:...
Decision: Don't add another exfoliating...
First reduce routine friction, support consistent...
Current routine audit: - Foaming cleanser:...
Tightness and dry cheeks make a...
- SPF 30: Keep, pending confirmation...
- Current salicylic serum: Pause and...
Frequent use has coincided with peeling,...
- Gel moisturizer: Verify.
Product details are missing, and use...
Priority recommendation: - Essential now: Gentle...
- Essential now: Barrier Lotion, $32.
- Later only: Clarifying Serum, $38,...
It would also move today's total...
Budget decision: Today's focused routine costs...
Consultation script: "Would it be helpful...
I wouldn't add another clarifying product...
The smarter first move is to...
Together they're $56.
We can revisit a targeted serum...
If you'd rather use what you...
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