Lead Management
Automate Med Spa Lead Follow-ups
“I get leads from social media and my website, but I don't have time to follow up with all of them, and they go cold.”
The short answer
Connect your lead forms directly to an automated SMS and email sequence. When a lead asks about a treatment, immediately send a text confirming receipt and offering a booking link, followed by a drip of educational emails about the procedure. This keeps your clinic top-of-mind without any manual data entry, turning passive interest into booked consults.
- 45 minutes to set up
- Medium difficulty
What you'll need
- HighLevel (GoHighLevel) leanest paid option
Industry standard for clinics. Handles pipelines, SMS, and booking in one.
Pricing checked 2026-09-06 — source.
Wall check Gates 4/5 ! Price ! Permission ✓ Gate ! Meter ! Exit what we found All-in-one agency tool; unlimited sub-accounts at 297 USD/mo, but SMS/email are rebilled.
Download Step-by-Step Application Instructions (PDF)
Printable engineering runbook with wholesale utility configurations, step-by-step setup walkthrough, and our 5-point quality verification protocol.
- ✓ Complete step-by-step setup instructions
- ✓ Zero agency markups · wholesale utilities
- ✓ 5-point quality verification protocol
- ✓ Self-hostable · client ownership guaranteed
We are not paid by any tool listed here. If a cheaper or better option exists, that's what you'll see.
Pricing above was checked on 2026-09-06. Vendors change their terms without notice, and free tiers do get withdrawn. We take no money from any vendor listed here. If something on this page is out of date, tell us and we will correct it.
How to set it up
- Connect Lead Sources
Link Facebook Lead Ads or your website form to your CRM using a webhook or native integration.
- Build the Day 0 SMS
Draft a short text: 'Hi [Name], got your inquiry about [Treatment] at [Clinic]. Would you like to schedule a quick consultation? Here is our calendar link: [Link]'
- Set up a 3-Day Email Drip
Write 2-3 short emails explaining the treatment benefits, recovery time, and showing before/after photos. Schedule these to send on Days 1, 3, and 5.
- Add a Stop Condition
Ensure the automation stops as soon as the lead books an appointment or replies to the text.
Common questions
- Can automated texting meet HIPAA requirements?
- It can be configured to support HIPAA obligations — keep PHI (Protected Health Information) out of message bodies, use a platform that signs a Business Associate Agreement, and collect explicit opt-in — but whether a given workflow is compliant depends on your practice's policies. Have your compliance or legal counsel review the setup before launch.
- Will leads find this impersonal?
- Not if written casually. Speed matters more than extreme personalization for initial inquiries.
Last reviewed 2026-09-06. Tools change — if something here is out of date, tell us and we'll fix it.
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