FREE CLINIC TOOLKIT
100+ clinic resources.
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Resources, tools, checklists, templates and calculators.
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WHAT THE LIBRARY INCLUDES
100 resources across 10 areas of clinic operations.
Revenue & profitability
- Revenue leak audit: Where Is Your Clinic Leaking Revenue? A Practical Audit for Owners
- Busy-versus-profitable diagnostic: Your Clinic Is Busy—So Why Isn’t It More Profitable?
- Pre-advertising readiness checklist: Before You Spend More on Ads, Check These Five Revenue Leaks
- Missed-call opportunity calculator: How to Estimate the Cost of Missed Calls at Your Clinic
- Monthly financial bridge template: Revenue vs. Profit: What Every Aesthetic Clinic Owner Should Understand
- Break-even worksheet: How to Calculate Your Clinic’s Break-Even Point
- Treatment cost audit: The Hidden Costs That Make Popular Treatments Less Profitable
- Room productivity worksheet: How to Calculate Revenue per Treatment Room
- Priority scoring worksheet: Which Revenue Leak Should You Fix First? A Simple Prioritization Guide
- 30-day execution template: How to Build a 30-Day Clinic Revenue Recovery Plan
Patient retention
- Patient reactivation campaign kit: How to Bring Back Patients Who Haven’t Visited in Six Months
- Recall SOP template: How to Build a Patient Recall System Your Team Will Actually Use
- Lapsed-patient feedback interview: Why Patients Stop Returning—and How to Find Out What Happened
- Seven-script bank: Seven Patient Reactivation Messages You Can Adapt for Your Clinic
- Database segmentation worksheet: How to Segment Your Patient Database Before Sending a Campaign
- Incomplete-plan review tracker: How to Reconnect With Patients Who Never Completed Their Treatment Plan
- Affordability conversation guide: What to Say When a Former Patient Says, “It’s Too Expensive”
- Retention calculation worksheet: How to Measure Patient Retention Without Complicated Software
- Individual follow-up handoff template: How to Build Follow-Up Around Each Patient’s Clinician-Recommended Plan
- Follow-up stop-rule template: When to Stop Following Up With an Inactive Patient
Lead follow-up
- Inquiry-to-booking funnel audit: Getting Leads but Few Bookings? Audit These Steps First
- Price inquiry script: What to Say When Someone Asks, “How Much Is Botox?”
- Inquiry tracker template: How to Track Every Inquiry From First Contact to Booked Appointment
- Editable follow-up sequence: How to Create a Follow-Up Sequence for Unbooked Inquiries
- DM handling playbook: Instagram DM to Appointment: A Practical Workflow for Your Front Desk
- Consultation follow-up scripts: How to Follow Up After a Consultation Without Pressuring the Patient
- Decision-support conversation card: “I Need to Think About It”: How to Respond Helpfully
- Consultation outcome review: How to Find Out Why Consultation Patients Aren’t Booking Treatment
- Attribution rules template: How to Track Lead Sources When Patients Contact You in Multiple Places
- Confirmation message template: What to Include in a Consultation Confirmation Message
Calendar gaps
- Same-day gap-fill workflow: How to Fill Last-Minute Appointment Gaps Without Constant Discounts
- Waitlist tracker and SOP: How to Build a Waitlist That Helps Fill Your Calendar
- Cancellation response scripts: What to Say When a Patient Cancels Their Appointment
- No-show recovery script and log: How to Follow Up With a No-Show Patient Respectfully
- Cancellation analysis worksheet: What Your Cancellation Data Can Tell You About Your Clinic
- Reminder quality checklist: How to Make Appointment Reminders Clearer and More Useful
- Capacity heatmap worksheet: How to Identify Your Clinic’s Quietest Appointment Times
- Policy design worksheet: Deposits and Cancellation Policies: Questions to Resolve Before Introducing Them
- Package completion tracker: How to Prevent Treatment Packages From Becoming Forgotten Appointments
- Scheduling capacity planner: How to Plan Your Calendar Around Provider and Room Capacity
Devices & launches
- Device operating break-even calculator: Is Your Laser Paying for Itself? How to Calculate Device Break-Even
- Device campaign brief: How to Build a Booking Campaign for an Underused Device
- Existing-equipment audit: Before You Buy Another Device, Audit the Equipment You Already Own
- Device session costing sheet: How to Calculate the True Cost of a Device Treatment
- 90-day launch roadmap: How to Create a 90-Day Launch Plan for a New Treatment
- Device launch readiness checklist: Why a Device Launch Needs More Than an Instagram Announcement
- Treatment explanation card: How to Train Your Front Desk to Explain a New Treatment Clearly
- Device scenario model: How to Evaluate a Device Purchase Using Conservative Booking Projections
- Equipment acquisition comparison template: How to Compare Buying, Leasing, and Financing Aesthetic Equipment
- Underused-treatment decision worksheet: How to Decide Whether an Underused Treatment Needs Better Marketing or a Different Strategy
Pricing & memberships
- Treatment pricing worksheet: How to Price Aesthetic Treatments With Your Actual Costs in Mind
- Price-change communication kit: How to Raise Treatment Prices and Explain the Change Clearly
- Discount impact calculator: Are Your Discounts Helping—or Eating Your Margin?
- Package design brief: How to Build Treatment Packages Around Appropriate Patient Care
- Membership benefit costing sheet: How to Calculate the Cost of Your Clinic Membership Benefits
- Offer-model comparison worksheet: Membership vs. Treatment Package: Which Model Fits Your Clinic?
- Membership exit review: Why Patients Cancel Memberships—and What to Review First
- Membership explanation template: How to Introduce a Clinic Membership Without Confusing Patients
- Membership forecast worksheet: How to Forecast Membership Revenue, Redemptions, and Capacity
- Treatment quote template: What to Include in a Clear Treatment Quote
Retail & patient experience
- Homecare conversation guide: How to Recommend Homecare Without Making Patients Feel Sold To
- Homecare handoff workflow: How to Build Skincare Recommendations Into the Patient Journey
- Retail shelf audit: Why Your Skincare Shelf Isn’t Selling—and What to Check
- Retail KPI worksheet: How to Track Retail Performance Beyond Total Sales
- Inventory aging and reorder sheet: How to Reduce Expired and Slow-Moving Skincare Inventory
- Post-visit administrative follow-up template: How to Create a Useful Post-Treatment Follow-Up System
- Patient feedback survey and action log: How to Collect Patient Feedback Your Team Can Act On
- Complaint response and escalation template: How to Respond When a Patient Is Unhappy With Their Experience
- Patient experience standards sheet: How to Create Consistent Patient Service Across Different Providers
- Referral process template: How to Build a Patient Referral Process That Feels Natural
Marketing & visibility
- Website conversion audit: Why Your Clinic Website Gets Visitors but Few Inquiries
- Treatment page content template: What Every Aesthetic Treatment Page Should Include
- Booking journey test script: How to Audit Your Clinic’s Online Booking Journey
- Patient-question content planner: How to Plan Clinic Blog Content Around Real Patient Questions
- Local visibility audit: Local SEO for Aesthetic Clinics: A Practical Starting Checklist
- Profile completeness worksheet: How to Review Your Clinic’s Google Business Profile for Missing Information
- Landing page wireframe: How to Build a Treatment Landing Page With One Clear Next Step
- Campaign outcome scorecard: How to Measure Marketing Results Beyond Likes and Followers
- AI visibility observation log: How to Audit Your Clinic’s Visibility in AI Search Results
- Seven-day repurposing planner: How to Turn One Helpful Blog Post Into a Week of Social Content
Team & operations
- Front desk support audit: Your Front Desk Is Part of Your Revenue System: Here’s How to Support It
- Front desk playbook structure: How to Create a Front Desk Playbook for Your Aesthetic Clinic
- Daily huddle agenda: How to Run a 15-Minute Clinic Team Huddle
- Follow-up responsibility matrix: How to Assign Ownership of Patient Follow-Up
- 30-day onboarding plan: What to Include in a New Clinic Employee’s First 30 Days
- Booking conversation coaching sheet: How to Coach Booking Conversations Without Making Staff Feel Criticized
- One-page SOP template: How to Create SOPs Your Clinic Team Will Actually Read
- Delegation and decision-rights worksheet: How to Reduce Owner Dependence Without Losing Oversight
- Bottleneck investigation worksheet: How to Find the Operational Bottleneck Holding Your Clinic Back
- Closed-loop handoff template: How to Keep Patient Handoffs From Falling Through the Cracks
Dashboards & growth
- Weekly KPI dictionary and scorecard: The Clinic KPIs to Review Every Week—and What They Tell You
- Minimum dashboard design brief: How to Build a Clinic Dashboard Without Tracking Everything
- System requirements comparison: Booking Software vs. CRM: What Does Your Clinic Actually Need?
- Automation candidate worksheet: Five Clinic Workflows to Consider Automating First
- Automation test matrix: How to Audit Your Automations for Missed or Duplicate Messages
- Pre-campaign data hygiene checklist: How to Clean Your Clinic Database Before Running a Campaign
- AI task boundary worksheet: Where AI Can Help Your Clinic Team—and Where Human Review Matters
- Quarterly growth plan template: How to Build a Quarterly Clinic Growth Plan Around One Priority
- Seasonal planning calendar: How to Prepare Your Clinic for Seasonal Booking Changes
- Second-location go/no-go worksheet: Are You Ready for a Second Location? An Operational Readiness Checklist