Implementation playbook

Medspa consultation recovery playbook

For medspa owners, clinic managers, and sales coordinators. aesthetic leads compare providers quickly. Slow callback speed loses consultations even when ad spend is working.

Workflow

Start with the smallest workflow that can prove revenue or response-time lift.

Hyper is built for agent work that needs evidence: transcripts, recordings, tool results, assignments, and outcomes.

1. Answer consultation questions quickly without overpromising medical outcomes.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

2. Collect service interest, timing, prior treatment context, and booking preference.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

3. Route urgent or clinical questions to trained staff.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

4. Track lead source, booked consultation, and follow-up status.

Make this step explicit in the agent instructions, tool permissions, and operator review flow.

Metrics

Track the numbers that prove it works.

consultation requests answered
consultations booked
callback delay
lead source conversion
no-show recovery