Free Aesthetic Account Manager Checklist

Name:

[Your Name]

Date:

June 17, 2055

Company:

[Your Company Name]

Maintain regular communication with clients through phone, email, or in-person meetings.

Schedule follow-up meetings or consultations with clients.

Address client inquiries, concerns, and feedback promptly.

Keep detailed notes on client preferences, treatments, and orders.

Ensure a personalized approach to each client’s needs.

Track client satisfaction and request feedback after services.

Set reminders for client check-ins or treatment follow-ups.

Meet or exceed monthly and quarterly sales targets.

Upsell aesthetic services/products based on client needs.

Upsell aesthetic services/products based on client needs.

Identify opportunities for cross-selling treatments or products.

Track client purchase history and offer customized recommendations.

Track client purchase history and offer customized recommendations.

Ensure accurate documentation of all sales transactions.

Coordinate with the marketing team to develop promotional campaigns.

Promote special offers, events, and new product launches to clients.

Update and manage content for social media platforms (Instagram, Facebook, etc.).

Create email newsletters to inform clients about promotions and news.

Ensure marketing materials align with brand identity and aesthetic standards.

Monitor the effectiveness of marketing campaigns and adjust strategies.

Ensure the appointment calendar is updated and optimized for full booking.

Confirm all appointments 24–48 hours in advance.

Manage cancellations and rescheduling efficiently.

Manage cancellations and rescheduling efficiently.

Coordinate with aesthetic practitioners and other team members for smooth operations.

Address any scheduling conflicts or issues promptly.

Monitor stock levels of aesthetic products (skincare, equipment, etc.).

Ensure inventory is ordered in time to avoid stockouts.

Keep track of product expiration dates and remove expired items.

Organize product displays and ensure they are appealing to clients.

Maintain records of product sales and product usage rates.

Develop and review personalized treatment plans for each client.

Collaborate with practitioners to ensure treatment plans meet client expectations.

Document treatment progress, results, and feedback.

Schedule follow-up appointments based on treatment timelines.

Keep clients informed about new or advanced treatments they might benefit from.

Track client invoices and payments to ensure timely collections.

Follow up with clients on overdue payments or balances.

Provide clients with accurate and clear billing information.

Ensure that all sales transactions are properly recorded.

Maintain accurate financial records and reports for management review.

Create and manage client loyalty programs to encourage repeat business.

Send personalized thank-you notes after treatments or on special occasions (birthdays, anniversaries).

Offer referral discounts or incentives for clients who refer others.

Engage clients with regular updates on new services, products, or discounts.

Monitor client retention rates and identify areas for improvement.

Stay informed about the latest trends, treatments, and technologies in the aesthetic industry.

Attend workshops, webinars, and training sessions to improve product knowledge.

Participate in industry events and network with other professionals.

Continuously evaluate the effectiveness of current treatment protocols and suggest improvements.

Prepare weekly or monthly reports on client activities, sales, and marketing performance.

Document client preferences, issues, and feedback in an organized manner.

Maintain client files with up-to-date contact information, treatments, and purchases.

Track key performance indicators (KPIs) to measure account success.

Provide regular status updates to management regarding account progress and client engagement.