Made for Estheticians
The 90-Day Retention Recovery Kit
Also useful for: Spa Managers, Spa Owners, people in Estheticians
120 min
Advanced
Communication
Earn More
Client Hasn't Rebooked
Turn scattered client records into a focused retention campaign that restores appropriate treatment relationships without relying on discounts or nonstop follow-ups.
Create a free account to save your progress and use this Playbook.
Use this when
Rebooking has slowed, active treatment plans are going quiet, plan renewals are inconsistent, or past clients need thoughtful outreach without a blanket promotion.
You'll need
- Retention goal
- Review period
- Client records
- Cadence rules
- Outreach channels
- Voice and boundaries
- Current retention numbers
You'll get
- Every usable client record assigned one retention status
- Every outreach candidate assigned a priority and next action
- Approved messages prepared for each active segment
- Contact limits and stop rules documented
- Response paths documented for common and high-risk replies
- A 90-day outreach calendar ready to run
By the end of this playbook
You will have:
- Every usable client record assigned one retention status
- Every outreach candidate assigned a priority and next action
- Approved messages prepared for each active segment
- Contact limits and stop rules documented
- Response paths documented for common and high-risk replies
- A 90-day outreach calendar ready to run
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
Retention goal: Reconnect with series clients who stopped scheduling and improve plan renewals without adding discounts. Review period: 180 days. Client records: 42 coded records. Twelve have incomplete series, nine completed plans without renewal, eight are one-time clients, seven are repeat clients overdue by more than 60 days, and six lack clear contact permission. Cadence rules: Use the written treatment plan. Midpoint progress review required. No final treatment recommendation by message. Channels: Text and email. Voice and boundaries: Clear, calm, and low-pressure. Maximum two messages per cycle. Stop after an opt-out or direct decline. Current numbers: 54% rebooking rate. Renewal rate not tracked.
Sample assembled prompt
Priority group 1: Eight active-plan clients... Sample initial message: "Hi [first name],... If you'd like to continue, the... Would you like me to send... If you'd like to revisit your...