Aesthetic Account Manager Checklist
Aesthetic Account Manager Checklist
Name: |
[Your Name] |
Date: |
June 17, 2055 |
Company: |
[Your Company Name] |
I. Client Relationship Management
No. |
Task |
Checklist |
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Maintain regular communication with clients through phone, email, or in-person meetings. |
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Schedule follow-up meetings or consultations with clients. |
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Address client inquiries, concerns, and feedback promptly. |
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Keep detailed notes on client preferences, treatments, and orders. |
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Ensure a personalized approach to each client’s needs. |
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Track client satisfaction and request feedback after services. |
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Set reminders for client check-ins or treatment follow-ups. |
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II. Sales & Revenue Management
No. |
Task |
Checklist |
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Meet or exceed monthly and quarterly sales targets. |
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Upsell aesthetic services/products based on client needs. |
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Upsell aesthetic services/products based on client needs. Identify opportunities for cross-selling treatments or products. |
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Track client purchase history and offer customized recommendations. |
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Track client purchase history and offer customized recommendations. Ensure accurate documentation of all sales transactions. |
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III. Marketing & Promotions
No. |
Task |
Checklist |
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Coordinate with the marketing team to develop promotional campaigns. |
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Promote special offers, events, and new product launches to clients. |
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Update and manage content for social media platforms (Instagram, Facebook, etc.). |
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Create email newsletters to inform clients about promotions and news. |
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Ensure marketing materials align with brand identity and aesthetic standards. |
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Monitor the effectiveness of marketing campaigns and adjust strategies. |
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IV. Scheduling & Appointments
No. |
Task |
Checklist |
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Ensure the appointment calendar is updated and optimized for full booking. |
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Confirm all appointments 24–48 hours in advance. |
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Manage cancellations and rescheduling efficiently. |
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Manage cancellations and rescheduling efficiently. Coordinate with aesthetic practitioners and other team members for smooth operations. |
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Address any scheduling conflicts or issues promptly. |
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V. Inventory & Product Management
No. |
Task |
Checklist |
---|---|---|
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Monitor stock levels of aesthetic products (skincare, equipment, etc.). |
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Ensure inventory is ordered in time to avoid stockouts. |
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Keep track of product expiration dates and remove expired items. |
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Organize product displays and ensure they are appealing to clients. |
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Maintain records of product sales and product usage rates. |
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VI. Client Treatment Plans
No. |
Task |
Checklist |
---|---|---|
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Develop and review personalized treatment plans for each client. |
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Collaborate with practitioners to ensure treatment plans meet client expectations. |
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Document treatment progress, results, and feedback. |
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Schedule follow-up appointments based on treatment timelines. |
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Keep clients informed about new or advanced treatments they might benefit from. |
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VII. Financial Tracking & Billing
No. |
Task |
Checklist |
---|---|---|
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Track client invoices and payments to ensure timely collections. |
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Follow up with clients on overdue payments or balances. |
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Provide clients with accurate and clear billing information. |
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Ensure that all sales transactions are properly recorded. |
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Maintain accurate financial records and reports for management review. |
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VIII. Client Retention & Loyalty Programs
No. |
Task |
Checklist |
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Create and manage client loyalty programs to encourage repeat business. |
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Send personalized thank-you notes after treatments or on special occasions (birthdays, anniversaries). |
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Offer referral discounts or incentives for clients who refer others. |
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Engage clients with regular updates on new services, products, or discounts. |
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Monitor client retention rates and identify areas for improvement. |
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IX. Professional Development & Education
No. |
Task |
Checklist |
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Stay informed about the latest trends, treatments, and technologies in the aesthetic industry. |
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Attend workshops, webinars, and training sessions to improve product knowledge. |
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Participate in industry events and network with other professionals. |
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Continuously evaluate the effectiveness of current treatment protocols and suggest improvements. |
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X. Reporting & Documentation
No. |
Task |
Checklist |
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Prepare weekly or monthly reports on client activities, sales, and marketing performance. |
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Document client preferences, issues, and feedback in an organized manner. |
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Maintain client files with up-to-date contact information, treatments, and purchases. |
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Track key performance indicators (KPIs) to measure account success. |
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Provide regular status updates to management regarding account progress and client engagement. |
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