Med spa CRM that follows up on every lead
Turn Instagram DMs and consult requests into booked treatments
Med spa CRM for a med spa holds quotes, follow-up and missed-call text back. Med spas use it for the jobs that already fill the week. People see a before and after, then send a DM at midnight asking about a treatment. The DM that. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Puffly is a free CRM that keeps every consult request, treatment plan and rebooking reminder in one place, so warm leads do not go quiet.
Where med spa leads come from
Instagram and TikTok
People see a before and after, then send a DM at midnight asking about a treatment. The DM that gets a real answer the next morning wins.
Consult request forms
A branded form on your site or link in bio collects the name, number and what they are curious about, so you never lose a message in a DM thread.
Google Maps and reviews
New clients compare a few med spas by rating and photos before they reach out. Recent reviews do a lot of the selling.
Client referrals, brides and events
Clients bring friends, and brides plan skin prep months ahead of a wedding date. Note the event date so you can time your follow up.
What slow follow up costs a med spa
A person who messages about a treatment is comparing you with two or three other spas that same evening. If your reply comes days later, they have usually booked somewhere else. A consult that ended with "let me think" quietly turns into a no if nobody checks in.
Med spa CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a med spa could lay it out.
- InquirySomeone asked about a treatment by DM, form or phone and has not booked yet.
- Consult bookedThey picked a time for a consultation, so send a reminder and what to expect.
- Consult doneYou met and talked through options and pricing, and they are deciding.
- Treatment plan proposedYou suggested a series or package and are waiting on a yes and a start date.
- Rebooking dueA returning client is coming up on the time for their next session.
Follow up moments worth a reminder
Someone DMed about a skin treatment last night and has not heard back
"Thanks for reaching out! I would love to tell you more. Do you want to book a quick consult so we can see what fits your skin and goals?"
A consult ended with the client wanting to think about the package
"It was great meeting you. Any questions come up since your consult? I can hold a start date for you if you would like a few more days."
A bride mentioned a wedding date in the fall and has not booked her prep sessions
"Congratulations again! To have your skin ready by the wedding, it is a good time to book your first session. Want me to send some openings?"
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Fall and winter are popular for peels, lasers and treatments that need less sun exposure, and many people plan ahead for the holidays. Spring brings wedding and summer prep, so keep rebooking reminders and consult follow up moving before each rush.
Missed calls and after-hours calls
Med spa work misses calls because the person who would answer is already with a customer. People see a before and after, then send a DM at midnight. The next caller rarely leaves a voicemail they trust. They phone another med spa and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Fall and winter are popular for peels, lasers and treatments that need less sun. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many med spas use both.
Med spa lead follow-up, step by step
Med spa lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- InquiryCapture it the day it arrives. Someone asked about a treatment by DM, form or phone and has not booked. A med spa lead that stays in a private text is the one that goes cold by Thursday.
- Consult bookedSend the number with the day you will check back. They picked a time for a consultation, so send a reminder and what to. Put that check on the med spa deal so it does not depend on memory.
- Consult doneWhen they say yes, book the date and write what you promised. You met and talked through options and pricing, and they are deciding. The customer should see the same facts you do.
- Treatment plan proposedDo the work, then say what happens next in one message. You suggested a series or package and are waiting on a yes and a. A short update prevents the call that asks if you forgot them.
- Rebooking dueAfter the job, ask for the review or the next visit while it is fresh. A returning client is coming up on the time for their next session. Then close the loop on the record.
If a med spa step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a med spa
Treat each source as its own next step. A med spa week usually mixes Instagram and TikTok, Consult request forms, Google Maps and reviews, Client referrals, brides and events. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. People see a before and after, then send a DM at midnight asking about a treatment. The DM that gets a real. A branded form on your site or link in bio collects the name, number and what they are. The point of the list is that those two do not get the same follow-up.
Med spa CRM FAQ
Can I store medical history or client photos in Puffly?
No. Puffly is not HIPAA compliant and is not meant for medical histories, consent forms or clinical photos. Keep those in your treatment records and use Puffly for inquiries, consult scheduling and rebooking follow up.
Can Puff answer DMs for me?
Puff drafts follow up messages and tells you who to reach next, and by default nothing goes out until you approve it. That keeps every message sounding like your spa.
How do I capture leads from Instagram?
Put your Puffly lead form link in your bio or on a story. Anyone who fills it out lands in your pipeline with their details attached.
Puffly for related trades
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