Consult2Close

For medspa owners & providers

From consult to close, beautifully run.

Run the consult, present a live quote your client can watch come together, and let the 3-day, 3-week, 3-month follow-up cadence keep the relationship warm until they book.

Streamlined consults

Capture intake, goals, and concerns in seconds. Build a tailored treatment quote while the client is still in the chair.

Live patient view

Flip to a polished, client-facing quote that updates in real time as you build it. Present the plan, not the paperwork.

3 · 3 · 3 follow-ups

Every closed consult schedules 3-day, 3-week, and 3-month touchpoints automatically, so no client slips away.

The 3-3-3 cadence, built in.

Three days to answer questions. Three weeks to re-open the conversation. Three months to bring them back. Consult2Close schedules it all the moment you close a consult.

3 days

Check in while the excitement is fresh

3 weeks

Re-present the plan and answer objections

3 months

Invite them back for maintenance or new goals