Med Spa Lead Intake Checklist

Med spa leads often arrive through forms, Instagram, phone calls, and paid ads. The biggest risk is not a lack of interest; it is slow follow-up and missing context.

Capture the source

Track whether the lead came from Google, Instagram, referral, email, or a landing page. Source data helps you know which channel creates consultation requests, not just clicks.

Ask safe intake questions

Ask for the treatment of interest, preferred timing, contact method, and whether they have visited before. Avoid collecting sensitive medical details in a generic website form.

Create a follow-up status

Use simple statuses such as new, contacted, consult booked, waiting for response, won, and lost. Every new inquiry should have a next step and owner.