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Med spas workflow

From Ad Lead to Consult-Ready Conversation

Responds to Solstice campaign leads, qualifies treatment interest and timing, handles objections from approved copy, and routes clinical questions to the provider team.

Solstice Med Spa Ad-Lead Follow-Up Agent example

What The Clinic Wants

What The Clinic Wants

Solstice Med Spa wants paid ad leads answered while intent is still warm. The agent should find out what treatment the lead is considering, what outcome they want, and what timing or objections are blocking the consult.

The clinic still owns medical advice, eligibility, pricing exceptions, and appointment confirmation. The agent keeps the conversation moving with approved language and routes clinical judgment to the provider team.

Faster speed-to-lead, better consult prep, and clinical judgment still with the clinic.

Why Help Is Needed

Why Help Is Needed

Aesthetic leads are expensive and impatient. If the first reply is slow, the same person may book with another clinic or forget why they clicked the ad.

But med spa follow-up cannot be reckless. Treatment interest, contraindications, expectations, financing questions, and clinical concerns need careful language and visible escalation.

Ad intent decays quickly

Leads who clicked for tox, filler, laser, or body contouring often expect a quick, human-feeling response.

Questions can become clinical

Eligibility, safety, side effects, pregnancy, medications, and diagnosis-like questions must route to licensed staff.

Objections need approved language

Price, fear, downtime, and trust objections should be answered from clinic-approved copy, not improvised by automation.

What The Client Sees

What The Client Sees

The lead receives a quick message that references the campaign and asks what they are hoping to improve. The agent collects treatment interest, timeline, prior experience, budget comfort, and consult preference.

If the lead asks a clinical question, the agent acknowledges it and routes to the provider team instead of offering medical advice.

  1. 1.

    Start from the campaign

    The agent references the ad source and treatment category so the message feels relevant rather than generic.

  2. 2.

    Qualify intent and timing

    It asks about goals, prior treatments, decision timeline, preferred consult format, and availability windows.

  3. 3.

    Handle safe objections

    Approved copy covers pricing ranges, downtime basics, financing paths, and what happens at a consult.

  4. 4.

    Route clinical questions

    Provider-only questions are escalated with lead context and a recommended follow-up path.

What The Agent Needs To Do

What The Agent Needs To Do

The agent needs to operate as a compliant lead coordinator. It should respond fast, qualify the opportunity, avoid medical claims, and give the clinic a consult-ready summary.

Use campaign-aware scripts

Match the ad source, treatment category, offer terms, and approved objection language for each lead.

Collect consult-changing details

Capture treatment interest, goals, timing, prior experience, comfort level, and preferred contact path.

Avoid clinical advice

Do not answer eligibility, diagnosis, contraindication, or outcome-guarantee questions as medical guidance.

Prepare provider handoff

Escalate clinical or high-value cases with the lead summary, open questions, and recommended next action.

What The Clinic Gets Back

What The Clinic Gets Back

The clinic gets a lead packet that makes the next staff action obvious. It shows the campaign, treatment interest, objections, risk flags, and whether the person is ready for a consult conversation.

Lead and campaign context

Name, contact, ad source, treatment category, offer, timestamp, and preferred reply channel.

Interest profile

Goals, treatment curiosity, prior experience, timeline, budget comfort, and consult readiness.

Objections and questions

Price, fear, downtime, trust, financing, and clinical questions with approved answers used.

Provider next step

Recommended consult follow-up, escalation reason, and any clinical question needing staff response.

From there, Solstice can invite the lead to consult, have a provider answer, send approved financing info, or put the lead into nurture.

Why This Matters

Why This Matters

The value is turning paid clicks into real consult conversations without blurring clinical boundaries. Leads get timely attention, and staff gets enough context to prioritize.

Solstice can also see which ads produce ready-to-book consults, which objections repeat, and which treatment categories need clearer creative.

Faster lead response

Campaign leads hear back while the ad is still fresh and the intent is highest.

Better consult prep

Staff starts with goals, timeline, objections, and clinical questions already summarized.

Safer clinical boundaries

Medical questions route to the provider team instead of being answered from a generic script.

How Follow-Up Gets Smarter

How Follow-Up Gets Smarter

Each qualified lead teaches Solstice which campaigns attract serious consults, which objections slow people down, and where approved copy needs more clarity.

Provider replies and booked consults improve future routing for similar lead patterns.

Booked consult outcomes

Booked, no-show, and not-ready leads improve lead scoring and follow-up timing.

Provider corrections

Clinical escalations teach where the agent should hand off sooner or ask a better intake question.

Campaign objections

Repeated price, downtime, and safety questions feed better ad copy and nurture content.

What It Might Cost

$35-$85/mo

Estimated monthly operating cost

For this med spas workflow, a reasonable demo estimate is $35-$85/mo per month. That assumes Starter plan usage, moderate message volume, and human review for exceptions.

Starter plan
$15/mo
Estimated usage
$20-$70/mo
Approximate total
$35-$85/mo

Assumptions

  • Moderate Meta and Google lead volume for one clinic
  • SMS and web follow-up as the primary channels
  • Provider review for clinical, contraindication, and outcome-specific questions
  • No unattended medical advice or guaranteed appointment confirmation in the demo scenario

This is an illustrative estimate, not a pricing guarantee. Actual cost depends on enabled channels, message volume, voice minutes, image generation, and workflow rules.

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