AesthetixCRM Mastery
Real product training on AesthetixCRM — not a feature tour, the daily-driver workflows each seat actually runs. Front desk lives in leads and pipelines, managers live in automations and campaigns, owners live in reporting and ROI. Four lessons take a practice from a fresh account to a system where every inquiry has a home, follow-up runs while you treat patients, and the reports answer what is working — including the honest caveats about what each report can and cannot see.
Free forever · No credit card · Bring your whole team
What you'll learn
4 lessons, in working order.
- 01
Getting Set Up
Accounts, users, and the settings that matter on day one
- 02
Leads and Pipelines
Where every inquiry lives and how it moves
- 03
Automations and Campaigns
The follow-up that runs while you treat patients
- 04
Reporting and ROI
The numbers that tell you what's working
Each lesson: a short video, a 2,000+ word deep-dive, verbatim scripts, and one action for the week. All of it unlocks at signup.
The numbers behind this module
Sourced, not asserted.
8–10
automated touches per lead in Lead Nurture's first ten days
400–500
individually timed touches per month at 50 new leads
Illustrative example
Questions owners ask
Direct answers, then the lesson behind each one.
What is AesthetixCRM?
AesthetixCRM is a CRM built for aesthetic practices: lead capture, pipelines, automated follow-up campaigns, and reporting in one system. This module is real product training — accounts, users, and day-one settings through the reports owners should check — taught as the workflows each role runs daily rather than a feature list.
Do we need this module if we already use an EMR like Boulevard or Zenoti?
Yes, for the lead side. AesthetixCRM handles the pipeline before a patient reaches your EMR: inquiries, nurture, and booking follow-up. The module is also honest about integration limits — for example, the Appointment Report draws only from native AesthetixCRM calendars today, so an EMR-booked practice should not read its emptiness as a booking slowdown.
What do the automations actually do for a med spa?
They run the follow-up no team keeps up with manually. Lead Nurture alone sends 8–10 automated touches per lead in the first ten days; at 50 new leads a month that is 400–500 individually timed touches. Every workflow is a trigger paired with actions, tested in draft before it goes live — the automations lesson walks the builder end to end.
Who on the team should take the AesthetixCRM module?
Everyone, split by seat. The front desk needs leads and pipelines — where every inquiry lives and how it moves. Managers need automations and campaigns. Owners need reporting and ROI, including which report caveats change the conclusion. One signup covers the whole team.
Do I need AesthetixCRM to take the rest of the course?
No. The other five modules — front desk sales, consultation conversion, treatment education, pricing and memberships, and marketing foundations — are tool-agnostic. This module exists so practices on AesthetixCRM get trained on the system they run, and it can be skipped without losing the rest.
AesthetixCRM Mastery unlocks in one minute.
The lessons, the scripts, and the tools are free. No credit card. One signup covers your whole team.
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