Industry: Medical Aesthetics / Beauty Services
Business Type: Service-based clinic with in-person and virtual client bookings.Â
Their Starting Point
This client came to us during a pivotal growth and rebrand phase within the medical aesthetics industry. As the business expanded, her branding, internal systems, and client workflows were no longer supporting the elevated client experience she wanted to deliver.
In addition to operational support, she needed guidance around systems, tools, and vendors, including evaluating platforms, pricing, and workflows, to ensure her business was set up to scale efficiently.
Our Approach
We supported this client through a full rebrand and operational transformation. This included recreating her logo, defining brand colors and fonts, and developing a cohesive brand identity that could be carried across all client-facing materials.
We coordinated and designed a wide range of marketing assets, including brochures, business cards, folders, shopping bags, and additional branded materials, ensuring consistency across every touchpoint.
On the systems side, we conducted platform research and analysis to determine the best tools for scheduling, communication, and client management. We supported her transition from Vagaro to Boulevard, helped set up booking and follow-up services, and assisted with implementing tools for email, phone systems, and virtual appointments to improve overall efficiency.
Today, we provide ongoing executive and administrative support by maintaining her email and phone systems, managing client communication, handling appointment scheduling and rescheduling, and resolving calendar conflicts, keeping her operations running smoothly without constant interruptions.
Where They Are Today
The client now operates with a polished, professional brand and streamlined systems that support growth instead of slowing it down. With a more organized backend and reliable operational support, she's able to focus on client care, service delivery, and expanding her business, without being buried in logistics.
Tasks Completed
Branding & Marketing Assets
- Created client logo and brand identity
- Developed brand colors, fonts, and brand book
- Designed trifold brochure, business cards, folders, and handouts
- Designed VIP Beauty Wallet materials
- Created before/after hardcover book
- Coordinated printing of all marketing assets
- Set up Linktree
Systems & Tools
- Assisted transition from Vagaro to Boulevard booking system
- Set up business email, email signature, and domain information
- Established business phone number and OpenPhone setup
- Created Zoom and Otter.ai accounts for virtual appointments
- Developed JotForm consent and intake forms
- Created follow-up services in Boulevard
Scheduling & Client Coordination
- Managed appointment scheduling and rescheduling
- Resolved calendar conflicts
- Coordinated influencer and promotional bookings
- Managed flash sale and promotional scheduling
Operations & Admin Support
- Streamlined administrative processes
- Managed insurance for laser devices
- Organized booking calendar and client communications