Stop winging your consultations. Start building a plan.
Your clients deserve more than a list of recommended treatments and a handful of product suggestions. They deserve a thoughtful, personalized approach to their skin.
This consultation form is the exact guide I implemented into my practice to create a confident consultation that closes sales that best fit the needs of my clients while maintaining an elevated, professional experience.
Whether you're refining your existing consultation process or creating a more structured approach for your growing aesthetics business, this editable Canva template gives you a framework to work from without starting from scratch, and the exact form I use for all new clients.
WHAT'S INCLUDED
An editable Canva consultation and treatment-planning template (one page)
One page “how to” guide to help you navigate and customize your template
A structured approach to documenting client goals, lifestyle considerations, budget, and more
Use the template to create a personalized experience for every client while keeping your consultation process organized, professional, and aligned with your own business.
HOW IT WORKS
Purchase and download your digital product.
Open the included PDF and access your Canva template through the provided link.
Create your own Canva copy and customize it to reflect your business, branding, and workflow.
Use your customized template to support your client consultations and treatment planning.
PLEASE NOTE
This is a digital product. No physical item will be shipped. A Canva account is required to access and edit the template. You will receive a link to create your own editable copy; the original template will remain unchanged.
This resource is intended for use within your own business.
Resale, redistribution, or sharing of the original template or its contents is not permitted.
Your expertise is what transforms a consultation into a plan. This tool simply gives you a more organized place to start.
Stop winging your consultations. Start building a plan.
Your clients deserve more than a list of recommended treatments and a handful of product suggestions. They deserve a thoughtful, personalized approach to their skin.
This consultation form is the exact guide I implemented into my practice to create a confident consultation that closes sales that best fit the needs of my clients while maintaining an elevated, professional experience.
Whether you're refining your existing consultation process or creating a more structured approach for your growing aesthetics business, this editable Canva template gives you a framework to work from without starting from scratch, and the exact form I use for all new clients.
WHAT'S INCLUDED
An editable Canva consultation and treatment-planning template (one page)
One page “how to” guide to help you navigate and customize your template
A structured approach to documenting client goals, lifestyle considerations, budget, and more
Use the template to create a personalized experience for every client while keeping your consultation process organized, professional, and aligned with your own business.
HOW IT WORKS
Purchase and download your digital product.
Open the included PDF and access your Canva template through the provided link.
Create your own Canva copy and customize it to reflect your business, branding, and workflow.
Use your customized template to support your client consultations and treatment planning.
PLEASE NOTE
This is a digital product. No physical item will be shipped. A Canva account is required to access and edit the template. You will receive a link to create your own editable copy; the original template will remain unchanged.
This resource is intended for use within your own business.
Resale, redistribution, or sharing of the original template or its contents is not permitted.
Your expertise is what transforms a consultation into a plan. This tool simply gives you a more organized place to start.