Free Aesthetic 90-Day Client Retention Plan Template
Aesthetic 90-Day Client Retention Plan
Objective
To enhance client satisfaction, increase loyalty, and boost long-term retention by providing a structured approach to client engagement during the first 90 days of interaction at [YOUR COMPANY NAME].
Phase 1: Onboarding (Days 1–15)
Goals
-
Make a strong first impression.
-
Provide personalized guidance and information.
-
Ensure clients feel valued and informed.
Actions
|
Action |
Details |
|---|---|
|
Welcome Communication |
Send a personalized email or text message welcoming the client. Include a brief overview of services, clinic details, and contact information. |
|
Initial Consultation Follow-Up |
Provide a summary of the consultation and reinforce key takeaways. Share a personalized treatment plan or recommendations. |
|
Educational Content |
Send articles, videos, or brochures about pre- and post-treatment care. Educate clients on the benefits and timelines of their selected treatments. |
|
Exclusive Onboarding Offer |
Offer a discount or free add-on for their next appointment as a gesture of appreciation. |
Phase 2: Engagement (Days 16–60)
Goals
-
Foster a connection with the client.
-
Address any concerns or questions promptly.
-
Strengthen their commitment to the brand.
Actions
|
Action |
Details |
|---|---|
|
Check-In Calls/Emails |
Reach out two weeks post-treatment to check on progress and satisfaction. Offer assistance for any concerns or queries. |
|
Loyalty Program Enrollment |
Invite clients to join a rewards or membership program with benefits like points for treatments, birthday discounts, or priority scheduling. |
|
Social Media Interaction |
Encourage clients to follow the clinic’s social media. Share before-and-after results (with client consent) to build trust and excitement. |
|
Personalized Recommendations |
Propose complementary treatments or products based on the client’s history and goals. |
Phase 3: Relationship Building (Days 61–90)
Goals
-
Transition clients from initial engagement to long-term loyalty.
-
Reinforce the value of continued treatments.
-
Gather actionable feedback for improvements.
Actions
|
Action |
Details |
|---|---|
|
Follow-Up Appointment Reminders |
Send friendly reminders for follow-up visits or maintenance treatments. |
|
Feedback Request |
Invite clients to complete a short survey about their experience. Thank clients with a small token, such as a discount or product sample, for their feedback. |
|
VIP Event Invitations |
Offer exclusive access to in-house events like skincare workshops or product launches to build community and deepen client relationships. |
|
Retention Analysis |
Review client engagement metrics (appointments booked, feedback received, purchases made). Identify trends and opportunities to tailor future retention efforts. |
Success Metrics
|
Metric |
Description |
|---|---|
|
Client Retention Rate |
Percentage of clients returning after 90 days. |
|
Engagement Rate |
Client responses to communications or offers. |
|
Revenue Growth |
Increase in average spend per client during the retention period. |
|
Feedback Quality |
Positive feedback and constructive criticism from surveys. |
By implementing this structured plan, [YOUR COMPANY NAME] ensures a seamless and rewarding client experience, building strong relationships that drive sustainable growth.
