The Secret To Automatic Repeat Patients &

Referrals For Your Med Spa

And How It Works

Let’s be honest, you didn’t get into this business to become an expert at patient acquisition and retention. 

❌ Figuring out strategies to get new patients in the door

❌ Trying to read their minds so you can stay at top of mind for them all the time

❌ Nailing down the science of what will get them to constantly come back for more

❌ Cracking the code on how to turn your current patients into an army of referrals to bring you new patients

❌ And so on...

You care about one thing and one thing only:

Providing the best service you can to your patients so that they leave feeling like a new, confident version of themselves every time they visit your med spa. 

Unfortunately, a med spa is a business. And like any business, acquiring and retaining customers is integral to you being able to do what you love. That’s why I’m here...

The Secret To Automatic Repeat Patients & Referrals For Your Med Spa

And How It Works

Let’s be honest, you didn’t get into this business to become an expert at patient acquisition and retention. 

❌ Figuring out strategies to get new patients in the door

❌ Trying to read their minds so you can stay at top of mind for them all the time

❌ Nailing down the science of what will get them to constantly come back for more

❌ Cracking the code on how to turn your current patients into an army of referrals to bring you new patients

❌ And so on...

You care about one thing and one thing only:

Providing the best service you can to your patients so that they leave feeling like a new, confident version of themselves every time they visit your med spa. 

Unfortunately, a med spa is a business. And like any business, acquiring and retaining customers is integral to you being able to do what you love.

That’s why I’m here...

Hi, I'm Phil Steffens

I’m a Marketing Consultant and have spent the last 7 years working with companies in a variety of industries. While I got my start working with an 8 figure insurance agency that operates across the entire U.S., I've developed a passion for helping med spas grow.

I learned early on in my marketing career that I do my best work marketing for businesses and products that I truly believe in. And the businesses and products I tend to believe in are those that make a massive impact on the lives of the customers - enter med spas.

When a close friend of mine opened their first med spa, I got involved purely from a business and marketing perspective - it is what I do after all. But upon talking to more and more of their patients, I learned about the incredible difference the services they were providing were making to the lives of those patients.

I knew I wanted to get involved in the space, and so I immediately began putting together ad campaigns and landing pages, all derived from complex marketing strategies that I thought would be the gamechanger they were looking for. But I quickly learned an important lesson about the med spa industry - something you probably know all too well...

Hi, I'm Phil Steffens

I’m a Marketing Consultant and have spent the last 7 years working with companies in a variety of industries.

While I got my start working with an 8 figure insurance agency that operates across the entire U.S., I've developed a passion for helping med spas grow.

I learned early on in my marketing career that I do my best work marketing for businesses and products that I truly believe in. And the businesses and products I tend to believe in are those that make a massive impact on the lives of the customers - enter med spas.

When a close friend of mine opened their first med spa, I got involved purely from a business and marketing perspective - it is what I do after all.

But upon talking to more and more of their patients, I learned about the incredible difference the services they were providing were making to the lives of those patients.

I knew I wanted to get involved in the space, and so I immediately began putting together ad campaigns and landing pages, all derived from complex marketing strategies that I thought would be the gamechanger they were looking for.

But I quickly learned an important lesson about the med spa industry - something you probably know all too well...

Word Of Mouth Is Everything When It Comes To

Growing Your Med Spa Business


This means that traditional forms of customer acquisition just won’t work effectively.

❌ TV Advertising

❌ Online Advertising

❌ Posting Tons of Content on social media

❌ Appearing in magazines or editorial pieces

❌ Appearing on TV talk shows

❌ And the list goes on...

Instead, the focus needs to be on generating more word of mouth, which means going a level deeper. It’s not just about how to convince new people to come in the door, it’s about how to convince the people who have already come in the door once to come back for more, while also getting them to tell the people they know about you. 

This can be summarized by what I call the Med Spa Growth Flywheel:

Hopefully if you're still reading this page, that means you've already done the first half of this: acquiring initial customers and delivering a phenomenal service.

All that's left is to get them to come back for more (in which you continue to provide a phenomenal service), and to then incentivize those loyal patients to become your referral army, sending new people your way nonstop.

So what does this all mean? Simply put, med spas like yours need a strategy that focuses on creating an active and engaged base of patients that

✅ View you and your med spa as the ultimate expert

✅ See you as someone they can trust & that they look forward to seeing themselves

Feel comfortable sending their own friends and family to you 

This realization led me to an obvious conclusion. It was time to scrap all the complex marketing strategies, intricate ad campaigns, 10 step sales funnels, and all that other junk. The solution was actually much simpler than all of that:

Word Of Mouth Is Everything When It Comes To Growing Your Med Spa Business

This means that traditional forms of customer acquisition just won’t work effectively.

❌ TV Advertising

❌ Online Advertising

❌ Posting Tons of Content on social media

❌ Appearing in magazines or editorial pieces

❌ Appearing on TV talk shows

❌ And the list goes on...

Instead, the focus needs to be on generating more word of mouth, which means going a level deeper. It’s not just about how to convince new people to come in the door...

It’s about how to convince the people who have already come in the door once to come back for more, while also getting them to tell the people they know about you.

This can be summarized by what I call the Med Spa Growth Flywheel:

Hopefully if you're still reading this page, that means you've already done the first half of this: acquiring initial customers and delivering a phenomenal service.

All that's left is to get them to come back for more (in which you continue to provide a phenomenal service), and to then incentivize those loyal patients to become your referral army, sending new people your way nonstop.

So what does this all mean?

Simply put, med spas like yours need a strategy that focuses on creating an active and engaged base of patients that

✅ View you and your med spa as the ultimate expert

✅ See you as someone they can trust & look forward to seeing themselves

Feel comfortable sending their own friends and family to you 

This realization led me to an obvious conclusion. It was time to scrap all the complex marketing strategies, intricate ad campaigns, 10 step sales funnels, and all that other junk.

The solution was actually much simpler than all of that:

Email & SMS Marketing


Fortunately for me, while I do enjoy the world of advertising and sales funnels, most of my marketing experience over the previous years had actually been in email and SMS marketing - writing compelling content that inspired the audiences of my clients to

✅ Open the emails and text messages

✅ Click through whatever links we were pushing

✅ And ultimately build an active and engaged base of customers for those businesses 

I know what you might be thinking...

“Phil, seriously? You think people still pay attention to their emails? Especially marketing emails? Yeah right…”

And honestly, I get it. There’s so many different mediums of communication nowadays, and email has been around for so long, that it’s both easy and understandable to take on that mindset. But the fact is:

Email Still Works

So much so actually, that the Data & Marketing Association (DMA), known for its regular studies on the effectiveness of various marketing channels, found that the ROI of email marketing averages around $42 for every $1 spent. 

And why does email and SMS marketing work for an industry like yours?

Well, the ultimate end goal is to build a meaningful relationship with each individual patient so that they’ll see you as the expert, trust you like a friend, and feel comfortable sending people they know your way, right?

Email and SMS allows that to happen due to the direct one-to-one nature of communication on these mediums.

Whereas an advertisement or social media post is worded more as “hey everyone, look at this cool thing,” email and SMS falls more in line with:

“Hi Jane, we’d like to introduce you to our newest team member…”

“Hey Steve, are you feeling swimsuit ready for summer? If not, no worries. We’re here for you” 

“Hi Jess, did you know (interesting statistic)?”

This direct one-to-one style of communication makes it WAY more likely that you’ll be able to foster the kind of relationship with your patients that you’ll need to ensure that they always come back to YOU, while also recommending you to everyone they know.

The best part is, unlike traditional advertising, it doesn’t cost a ton of money to do continuously. That’s especially important today as advertising costs are going up day after day. But here’s the thing...

Email & SMS Marketing

Fortunately for me, while I do enjoy the world of advertising and sales funnels, most of my marketing experience over the previous years had actually been in email and SMS marketing.

This means writing compelling content that inspired the audiences of my clients to

✅ Open the emails and text messages

✅ Click through whatever links we were pushing

✅ And ultimately build an active and engaged base of customers for those businesses 

I know what you might be thinking...

“Phil, seriously? You think people still pay attention to their emails? Especially marketing emails? Yeah right…”

And honestly, I get it.

There’s so many different mediums of communication nowadays, and email has been around for so long, that it’s both easy and understandable to take on that mindset. But the fact is:

Email Still Works

So much so actually, that the Data & Marketing Association (DMA), known for its regular studies on the effectiveness of various marketing channels, found that the ROI of email marketing averages around $42 for every $1 spent. 

And why does email and SMS marketing work for an industry like yours?

Well, the ultimate end goal is to build a meaningful relationship with each individual patient so that they’ll see you as the expert, trust you like a friend, and feel comfortable sending people they know your way, right?

Email and SMS allows that to happen due to the direct one-to-one nature of communication on these mediums.

Whereas an advertisement or social media post is worded more as “hey everyone, look at this cool thing,” Email and SMS falls more in line with:

“Hi Jane, we’d like to introduce you to our newest team member…”

“Hey Steve, are you feeling swimsuit ready for summer? If not, no worries. We’re here for you” 

“Hi Jess, did you know (interesting statistic)?”

This direct one-to-one style of communication makes it WAY more likely that you’ll be able to foster the kind of relationship with your patients that you’ll need to ensure that they always come back to YOU, while also recommending you to everyone they know.

The best part is, unlike traditional advertising, it doesn’t cost a ton of money to do continuously. That’s especially important today as advertising costs are going up day after day.

But here’s the thing...

There's A Right Way To Do This & A Wrong Way To Do This


Where most businesses mess this up (especially med spas), is they just send out a monthly newsletter, at most. And honestly, I don’t blame them. Like I mentioned at the top of this page, this isn’t what you got into this business for, and putting together a quality email to send to your patients takes time. Time that you would rather spend doing what you love:

SERVICING THOSE PATIENTS

But the reality is, the whole purpose of implementing this stuff is to stay at the top of mind of your patients in a way that positions you as the expert and their friend all at the same time. And a monthly newsletter giving them vague updates about what’s going on in your practice just isn’t going to do that. 

You also need to make sure that you’re able to collect new emails and phone numbers regularly and as seamlessly as possible so that you actually have a list of contacts to reach out to with these emails and text messages. And only asking for emails when people come into your practice just isn’t going to do that either. 

And last but not least, you also need to be testing different referral offers to see what incentive is going to drive your current patients to recommend you the most new patients. And you've probably already realized that simply asking them to send you people whenever they come in for a treatment of their own just won't be enough.

That’s where my Med Spa Marketing Protocol comes into play:

There's A Right Way To Do This

& A Wrong Way To Do This

Where most businesses mess this up (especially med spas), is they just send out a monthly newsletter, at most. And honestly, I don’t blame them.

Like I mentioned at the top of this page, this isn’t what you got into this business for, and putting together a quality email to send to your patients takes time. Time that you would rather spend doing what you love:

SERVICING THOSE PATIENTS

But the reality is, the whole purpose of implementing this stuff is to stay at the top of mind of your patients in a way that positions you as the expert and their friend all at the same time.

And a monthly newsletter giving them vague updates about what’s going on in your practice just isn’t going to do that. 

You also need to make sure that you’re able to collect new emails and phone numbers regularly and as seamlessly as possible so that you actually have a list of contacts to reach out to with these emails and text messages.

And only asking for emails when people come into your practice just isn’t going to do that either. 

Last but not least, you also need to be testing different referral offers to see what incentive is going to drive your current patients to recommend you the most new patients.

And you've probably already realized that simply asking them to send you people whenever they come in for a treatment of their own just won't be enough.

That’s where my Med Spa Marketing Protocol comes into play:

The Med Spa Marketing Protocol

Incentivized Email & Phone Opt-In

Before sending out any emails or text messages, you need to have people to send those to. More importantly, you need a way to predictably get people to give you this information as seamlessly as possible. So this is where we'll start.

Establish Expertise & Foster Relationships Through Email

The service you provide is a sensitive one where expertise reigns supreme. That said, people do business with people that they like, and that's especially true in an industry like yours where a lot of the business is repeat business. Email marketing will play a massive role in accomplishing both of these things.

We'll establish expertise by sending a mix of educational content & case studies. Then, we'll throw in some more casual emails that give your audience insight into what's going on inside your business. This will allow them to get to know you and your people more, establishing a more friend-like relationship on top of the expert based relationship that will have been set through the Expertise Emails.

Stay Top Of Mind Through SMS

While email continues to be a great means of communication, SMS is the king when it comes to getting immediate attention from your audience. Statistics show that SMS Marketing messages get an open rate of about 98%, usually within 3 minutes of receiving the message.

While the real content will be in the emails due to length, SMS will serve to push people to the emails, send brief updates, and stay at top of mind.

Drive Referrals Through Optimized Incentivization

Finding the right offer to make to your existing patients as a reward for sending you new patients will be the game changer for your practice. Doing so relies on finding an offer that is SUPER enticing to your current patients, while also not putting you at a financial disadvantage.

We'll work together to sort through and test various offers so that you can find the incentive(s) that drives the most referrals to YOUR med spa. Then, we'll strategically promote those via Email & SMS, constantly reviewing the data and optimizing to get you the best results.

Incentivized Email & Phone Opt-In

Before sending out any emails or text messages, you need to have people to send those to. More importantly, you need a way to predictably get people to give you this information as seamlessly as possible. So this is where we'll start.

Establish Expertise Through Email

The service you provide is a sensitive one where expertise reigns supreme. A primary category of your email marketing will revolve around establishing this expertise through educational content. The goal is to provide educational resources to your audience in a way that they can understand while also showing that you are a true expert in the field..

Foster Relationships Through Email

Seeing you as an expert is obviously the most important part of the equation. But people do business with people that they like, and that's especially true in an industry like yours where a lot of the business is repeat business. So the other category of emails will revolve around giving your audience insight into what's going on inside your business, allowing them to get to know you and your people more, establishing a more friend-like relationship on top of the expert based relationship that will have been set through the educational content.

Stay Top Of Mind Through SMS

While email continues to be a great means of communication, SMS is the king when it comes to getting immediate attention from your audience. Statistics show that SMS Marketing messages get an open rate of about 98%, usually within 3 minutes of receiving the message. While the real content will be in the emails due to length, SMS will serve to push people to the emails, send brief updates, and stay at top of mind.

The Med Spa

Marketing Protocol

Incentivized Email & Phone Opt-In

Before sending out any emails or text messages, you need to have people to send those to. More importantly, you need a way to predictably get people to give you this information as seamlessly as possible. So this is where we'll start.

Establish Expertise & Foster

Relationships Through Email

The service you provide is a sensitive one where expertise reigns supreme. That said, people do business with people that they like, and that's especially true in an industry like yours where a lot of the business is repeat business.

Email marketing will play a massive role in accomplishing both of these things. We'll establish expertise by sending a mix of educational content & case studies. Then, we'll throw in some more casual emails that give your audience insight into what's going on inside your business.

This will allow them to get to know you and your people more, establishing a more friend-like relationship on top of the expert based relationship that will have been set through the Expertise Emails.

Stay Top Of Mind Through SMS

While email continues to be a great means of communication, SMS is the king when it comes to getting immediate attention from your audience. Statistics show that SMS Marketing messages get an open rate of about 98%, usually within 3 minutes of receiving the message.

While the real content will be in the emails due to length, SMS will serve to push people to the emails, send brief updates, and stay at top of mind.

Drive Referrals Through

Optimized Incentivization

Finding the right offer to make to your existing patients as a reward for sending you new patients will be the game changer for your practice. Doing so relies on finding an offer that is SUPER enticing to your current patients, while also not putting you at a financial disadvantage.

We'll work together to sort through and test various offers so that you can find the incentive(s) that drives the most referrals to YOUR med spa. Then, we'll strategically promote those via Email & SMS, constantly reviewing the data and optimizing to get you the best results.

That’s The Concept, Here’s What It Looks Like In Practice

1 Weekly Email in the form of an educational piece, a case study, or a company update

-New Team Member

-New Product/Service Offering

-New Promo

1 Monthly Newsletter made to keep people up to date with a broad overview of

-Company News

-Important Education Pieces

-Top Case Studies

1 Weekly SMS that works in conjunction with the weekly email

That’s The Concept, Here’s What It Looks Like In Practice

1 Weekly Email in the form of an educational piece, a case study, or a company update

-New Team Member

-New Product/Service Offering

-New Promo

1 Monthly Newsletter made to keep people up to date with a broad overview of

-Company News

-Important Education Pieces

-Top Case Studies

1 Weekly SMS that works in conjunction with the weekly email

That's It. Simple But Effective.


Of course, there’s nuances to this, and we can customize this to fit your med spa's needs, as well as add in things like emails that highlight specific products and services, things like that. But that all depends on you and your med spa, so we can really only iron that out once we start working together.

That list gives you the broad overview of my strategy and how I intend to implement it given no additional nuances. To get an idea of what those pieces of the strategy look like, here’s some examples of some of my previous work with other med spas

That's It. Simple But Effective.

Of course, there’s nuances to this, and we can customize this to fit your med spa's needs, as well as add in things like emails that highlight specific products and services, things like that.

But that all depends on you and your med spa, so we can really only iron that out once we start working together.

That list gives you the broad overview of my strategy and how I intend to implement it given no additional nuances.

To get an idea of what those pieces of the strategy look like, here’s some examples of some of my previous work with other med spas

Next Steps

  1. Schedule a brief call with me using the calendar below.

  2. While scheduling that call, you'll have to answer a few questions. Your answers will help me understand where your med spa is at and what we have to work with from the start.

  3. On our call, I'll ask you a few more questions about your business and we'll discuss a few options in regards to implementing the Med Spa Marketing Protocol.

  4. If you decide you want to proceed, we'll get you signed up and schedule a kick-off call where I'll gather all the info I need to begin implementing the protocol for your med spa.

Note: If you don't find a time that works for you in the calendar below, please send me an email at [email protected] so we can work out a time that works for both of us

Next Steps

  1. Schedule a brief call with me using the calendar below.

  2. While scheduling that call, you'll have to answer a few questions. Your answers will help me understand where your med spa is at and what we have to work with from the start.

  3. On our call, I'll ask you a few more questions about your business and we'll discuss a few options in regards to implementing the Med Spa Marketing Protocol.

  4. If you decide you want to proceed, we'll get you signed up and schedule a kick-off call where I'll gather all the info I need to begin implementing the protocol for your med spa.

Note: If you don't find a time that works for you in the calendar below, please send me an email at [email protected] so we can work out a time that works for both of us.

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