Med spa lead follow-up that turns ad leads into booked consultations.

Where leads leak

The five places med spa leads go missing

1. The form nobody watched. Meta lead ads and Google lead forms store leads inside the ad platforms unless they are connected to something. Front-desk staff rarely log into Ads Manager.
2. The first call that went to voicemail. Without a written cadence, one missed call often ends the conversation.
3. The consultation that didn't convert. A patient who says "I'll think about it" needs a follow-up date, an owner and a recap of the plan and price.
4. The no-show. Missed consults are rebooked when someone calls the same day, and lost when nobody does.
5. The source you can't see. If you can't tell which ad produced which treatment plan, you keep paying for campaigns that only produce form fills.

After the consult

Consultation follow-up: where revenue is actually won

Ad leads get attention; consultation follow-up gets revenue. A patient who has sat with your injector or aesthetician has already chosen you once. Three habits make the difference:

• Every consult ends with a next step on the calendar, whether it's the treatment, a callback or a "decide by" date.
• The plan and price are written down on the client record so whoever calls next knows exactly what was offered.
• Someone owns the follow-up. In JBMOnboard360 the lead or client keeps an owner and a follow-up date; the morning digest lists anything overdue.

Tracking which ads book consultations

When leads come in through Meta lead ads, Google lead forms or your website forms, JBMOnboard360 stores the source with the lead, including UTM tags and the Google click ID from web forms. The source stays with the record after the lead becomes a client, so you can check which campaigns produced booked consultations, not just form fills. That is the number to bring to your agency.

The honest part: SMS

Many med spa platforms, such as Boulevard, Zenoti and PatientNow, are built around two-way texting. JBMOnboard360 does not send SMS in the US. Follow-up runs on phone calls by your team, email, and WhatsApp for clients who message you there first. If most of your clients only respond to texts, you'll want a texting tool alongside it, and we'll say so in the consultation.

WhatsApp works well for some med spas: according to the Pew Research Center's 2026 survey, about 26% of US adults use WhatsApp, rising to 56% of Hispanic adults. In cities like Miami, Houston and Los Angeles, a meaningful share of enquiries can arrive there. Two limits apply: Meta has paused WhatsApp marketing templates to US numbers since April 2025, so there are no broadcasts, and WhatsApp is not covered by a BAA, so it is for general questions and callbacks only, never for health information.

Price

What it costs

The lead inbox, follow-ups and WhatsApp concierge are on the Business plan: $399 per location per month billed annually ($499 monthly), unlimited users. Professional ($79 per user per month annually, $99 monthly) covers records, scheduling, invoicing, forms, team chat and AI meeting summaries without the lead inbox. Groups of 10 or more locations start at $349 per location on Enterprise. JBMOnboard360 doesn't process card payments, memberships or packages in the US, so most med spas keep their payment provider. See pricing.