Recipe · For Med Spas & Aesthetics

Route the right clients to the right treatment — automatically.

Most med spa clients start with one service. But the highest-margin business comes from cross-treatment expansion — Botox to laser, facials to peels, single service to package. This recipe watches for buying signals and routes the client to a warm provider conversation at the right moment.

Install Recipe How it works
5.0 Used by med spas across 30+ cities
Med spa provider showing client a treatment plan
J
Jamie
Glow Aesthetics · SMS
Now
Hi Sarah — Jamie 👋 Loving how your Botox is coming in. Ever considered adding a HydraFacial? They pair beautifully — free 15-min consult?
Actually was just wondering about that. Yes let's talk
Perfect. Booking you Thursday at 2. No sales pressure — just a real conversation.
2.5x
higher LTV for multi-treatment clients vs single-service ones.

The average single-service med spa client spends $1,800/year. The multi-service client spends $4,500/year. Same practice, same rebook cadence — just wider treatment adoption.

Most cross-treatment upsells fail because they come at random moments — a 'try our HydraFacial!' email that arrives when the client wasn't thinking about it. This recipe watches for behavioral signals (visit patterns, asking questions, consult mentions) and routes to a warm provider conversation at exactly the right moment.

What this recipe does

Four moving parts. All watching client behavior, not firing on a schedule.

Detects buying signals

Watches for visit patterns, questions asked at check-in, and treatment-plan conversations that suggest cross-treatment interest.

Alerts the right provider

When a signal fires, the client's primary provider gets an inbox alert with context and a suggested outreach template.

Warm consult invites

Provider sends a personal, no-pressure SMS: 'ever considered X? Free 15-min consult?' Not a cold pitch.

End-to-end attribution

Signal → consult → new treatment booking, with revenue attributed back to the triggering event and the provider.

The recipe

How the treatment upsell recipe works

Six steps. From behavioral signal to booked complementary treatment — with a real provider in the loop.

  1. 1
    Trigger · Live

    Detect a cross-treatment signal

    Gleantap watches for four signal types: visit-frequency plateaus (client is comfortable but hasn’t expanded services), staff-noted ‘asking about’ moments (front desk logs ‘client asked about laser’), treatment-plan follow-throughs (previous consult recommended something), and post-treatment satisfaction peaks.

  2. 2
    Heads-up · Live

    Alert the primary provider

    When a signal fires, the client’s primary provider gets an inbox alert with the client’s full context: current treatments, mentioned interests, likely package recommendation.

  3. 3
    Invite · SMS

    Warm consult invite from the provider

    Provider sends a personal SMS referencing the specific signal — ‘loving how your Botox is coming in. Ever considered adding HydraFacial?’ — no pitch, offers a free 15-minute consult.

  4. 4
    Book · One-tap

    Auto-schedule if the client replies

    If the client replies yes, the recipe drops the provider’s calendar into the thread. Client picks a time, consult is booked.

  5. 5
    Prep · Pre-consult

    Give the provider a briefing

    24 hours before consult, provider gets a full briefing: client history, mentioned interests, likely treatment recommendation, and pricing package options.

  6. 6
    Close · Post-consult

    Follow up with a treatment plan

    24 hours after consult, provider sends a follow-up SMS with a written treatment plan and package recommendation. Not a generic pricing sheet — a plan tailored to the conversation.

Why it works

Treatments sell when a provider notices something and reaches out — not when marketing fires a promo.

The recipe doesn't sell treatments. It surfaces the moment. Then a provider — who already knows the client — has the conversation. Consult volume doubles, close rates triple, and no pitch ever feels salesy.

What your clients actually see

Copy that reads like your provider noticed something and reached out — because that's exactly what happened.

Signal · SMS from Provider
Hi {first_name} — Jamie 👋 Loving how your Botox is coming in. Ever considered adding a HydraFacial? They pair beautifully and clients see even better skin quality. Free 15-min consult if you want to explore?
Fires 24h after signal detection · Warm · No pressure
Book · SMS from Provider
Perfect. Pick a time: {calendar_link}. If nothing there works, tell me what does and I'll make it fit.
Auto-sent after client says yes
+1 day · SMS from Provider
Hi {first_name} — great chat today. Here's the treatment plan we discussed: {plan_link}. If you want to lock in the 3-visit HydraFacial package, tap {package_link} — no pressure, take your time.
24 hours after consult · Written plan · Package option
Expected results

What treatment upsell recipes look like at med spas

Ranges from med spas running this recipe on active clients. Your numbers depend on signal quality, provider warmth, and package structure.

42–58%
Signal-to-consult rate

Clients who accept a consult invite after a behavioral signal fires.

48–68%
Consult-to-purchase rate

Consulted clients who book at least one new treatment or package.

$2,400
Avg revenue per convert

Average annualized revenue lift per client who adopts a new treatment through this recipe.

Ranges assume at least two treatment offerings and a primary provider per client. Solo-provider practices see similar close rates but lower absolute consult volume.

Everything you'll need

Five inputs. Provider warmth is the multiplier — the recipe delivers the moment; the provider closes the sale.

Get help setting this up
  • Client visit + treatment history
    At least 90 days of visit history and treatment types per client for signal detection.
  • Provider consult slots
    15–20 min consult slots on providers' calendars for the invite path.
  • Auto-schedule integration
    Calendly, Boulevard, or Vagaro API. So clients can self-book without back-and-forth.
  • Treatment cross-recommendation map
    A simple map of which treatments pair well (Botox → HydraFacial, filler → laser, etc). Comes pre-built for common combinations.
  • Attribution tracking
    End-to-end tracking so you can attribute new treatment sales back to the triggering signal and the provider who closed.

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This recipe also works for

The same signal-and-consult approach powers upsell across verticals.

Gyms & Fitness Studios Yoga & Pilates Studios Martial Arts Schools Dance Studios Swim Schools Salons & Barbershops

Frequently asked questions

What med spa owners ask before running treatment upsell.

What signals actually predict cross-treatment interest?
Four in our data: visit-frequency plateaus (comfortable but hasn't expanded), 'asking about' moments (front desk logs client curiosity), treatment-plan follow-throughs (previous consult mentioned something), and post-treatment satisfaction peaks. Plateau + asking-about together is the highest-converting combo.
What treatment pairings work best?
Botox → HydraFacial is the highest-converting pairing (people who want smooth skin often want glowing skin). Filler → laser resurfacing is next. Facials → peels for cumulative results. Injectables → IV drips for wellness-focused clients.
Should we offer a discount on the second treatment?
Package pricing works better than one-off discounts. A 3-visit HydraFacial bundle at a 15% package rate outperforms 'first HydraFacial 20% off.' Packages lock in the client and reduce the mental barrier to trying something new.
How is this different from an email blast about new treatments?
Email blasts are broadcast — everyone sees the same offer regardless of readiness. This recipe is behavioral — only clients showing buying signals get invited, and the invite comes from the provider who has context. Response rates are 5–10x higher.
What if a client says no to the consult?
They stay in the pool. The recipe won't ask again for 120 days by default. If a new signal fires (e.g., they ask about another treatment), they can re-enter for that specific pairing.
How do we prep providers for these consult calls?
The recipe includes a consult prep template that fills automatically with client context 24 hours before the call: visit history, mentioned interests, likely package recommendation. Providers walk in prepared.
Can this cannibalize existing treatment revenue?
In our data, no. Clients who add a treatment through this recipe don't reduce their primary treatment cadence. Cross-treatment adoption is additive — the client is buying more from you, not shifting spend within your practice.
See it live

See this recipe running in your med spa.

A 20-minute walkthrough of the signal detection and consult flow on your active client data. We'll show which of your current clients are showing cross-treatment signals right now — you can start reaching out today.

  • No slide deck
  • Live product, your data
  • A list of your current clients showing cross-treatment signals

Schedule a Demo

See how Gleantap can help your med spa grow.