What Can We Achieve in 12 Months That Clinic Staff Can’t Manage Alone?
A 12-month CRM Mastery program goes beyond basic CRM optimization—it integrates staff performance tracking, stock control, and advanced automation to create a fully streamlined and data-driven aesthetic clinic. While staff focus on daily operations, we take care of the long-term strategy, automation, and performance enhancements that drive growth. This level of CRM mastery simply isn’t achievable by busy clinic staff alone. Our 12-month partnership ensures that every element of your CRM, team, and operations is fully optimized for long-term growth.
Full-Scale CRM, Staff Performance & Stock Management Over 12 Months
1. Advanced CRM Optimization & Automation
- Complete CRM overhaul to ensure smooth lead management and patient retention.
- Fully automated inquiry-to-booking workflows with multi-touchpoint follow-ups.
- Custom CRM dashboards to track revenue, bookings, and client behavior.
- AI-driven predictive analytics to optimize marketing and client engagement.
2. Staff Performance Tracking & KPI Integration
- Custom staff KPIs built into the CRM for individual and team performance analysis.
- Productivity tracking: Monitor staff efficiency, consultations, and conversion rates.
- Sales tracking: Measure treatment and product sales per practitioner.
- Automated staff performance reports for monthly evaluations and training needs.
3. Stock Control & Inventory Management
- Real-time stock tracking integrated into the CRM to prevent shortages or overstocking.
- Automated stock alerts when inventory runs low.
- Revenue vs. product usage analysis to optimize ordering and reduce waste.
- Supplier integration for direct reordering within the CRM system.
4. Client Retention & VIP Loyalty Strategies
- Automated VIP client programs based on visit frequency and spend.
- Personalized loyalty rewards and rebooking incentives.
- Predictive analytics to identify clients at risk of dropping off and auto-trigger re-engagement campaigns.
5. Marketing & Sales Funnel Integration
- Full integration of CRM with digital marketing (email, SMS, social media).
- Personalized promotions based on client treatment history and preferences.
- Automated treatment package upsells within the booking journey.
- Multi-location marketing management for franchise clinics.
6. Ongoing Strategy, Training & Support
- Quarterly CRM performance audits to adjust and refine workflows.
- Regular staff training sessions on CRM best practices and revenue-driving techniques.
- Dedicated VIP support and troubleshooting for real-time problem resolution.
- Implementation of emerging CRM features to future-proof clinic operations.
🚀 The End Result?
✔ A fully optimized and automated clinic workflow—from lead generation to client retention.
✔ A high-performing team with measurable KPIs—driving revenue and efficiency.
✔ Effortless stock control and financial tracking—minimizing waste and maximizing profits.
✔ Data-driven decision-making—so the clinic can scale with confidence.
Let’s make it happen!
Disclaimer:
The services outlined above represent a general framework for CRM optimisation and are not an exhaustive list of all possible processes. The specific strategies and solutions implemented will be tailored based on your survey responses, business structure, and unique operational needs. AesthetiCore works collaboratively with each client to develop a customised approach that maximises CRM efficiency and business performance.