Tuesday, October 27 · fictional demo
Good morning, Martha
Martha’s full-service day spa and wellness studio. Operational figures, prices, memberships and provider assignments are demo values. Martha is the owner persona for now — real owner name to confirm.
New leads today
3
Avg. response 48 sec
Bookings today
9
$1,575 scheduled · demo
Calls answered by Ava
8
2 after hours
Upsells accepted
4
50% attach rate
Open follow-ups
9
Recall & reactivation
Active A List members
6
+2 this month
Today's schedule
- 9:30FacialsCelia MorganHydro Facial · Yasmine
- 10:00MassageMarcus BennettDeep Tissue · Massage team
- 10:30NailsLena OrtizPedicure · Nail technician
- 11:00HairFelix WarrenColor · Hair stylist
- 12:00InjectablesSasha GrantBotox · Charna
- 1:00WaxingTessa ClarkeFull body waxing · Lisa
- 2:00Lashes / MakeupAnika RossLash Extensions · Lisa
- 3:00Skin / MedRowan HayesMicroneedling · Charna
- 4:00Wellness / IVNina SullivanBeauty in a Bottle IV · Charna
Ava call log
| Time | Caller | Outcome | Offer | |
|---|---|---|---|---|
| 8:52 am | Celia Morgan | Booked Hydro Facial with Yasmine | Dermaplaning | Accepted |
| 8:14 am | Unknown (954) 555-0199 | Missed → text-back; Botox consult held with Charna | Consultation | Accepted |
| 11:47 pm | Theo Brooks | Deep Tissue options; Massage team visit held | Cupping | Declined |
| 9:20 pm | Julian Price | Semaglutide monthly review with Charna booked | Wellness consultation | Accepted |
| 6:05 pm | Maeve Collins | Image Facial reactivation — left voicemail | Vitamin C | Declined |
| 4:31 pm | Diana Alvarez | Bridal trial with Lisa; Hair stylist timeline held | Manicure / Pedicure | Accepted |
| 2:12 pm | Tessa Clarke | Full body waxing with Lisa booked | Pedicure | Declined |
| 11:03 am | Anika Ross | Lisa’s lash fill options; callback requested | Makeup Application | Declined |
Needs a nudge
- 73 days overdueReactivationTessa ClarkeLast: Full body waxing · Jul 11, 2026
- 56 days overdueReactivationMaeve CollinsLast: Image Facial · Jul 28, 2026
- 7 days overdueAva calls to rebookMarcus BennettLast: Deep Tissue · Sep 22, 2026
- 3 days overdueAva calls to rebookRowan HayesLast: Microneedling · Sep 19, 2026
- Due in 2 daysAva calls to rebookJulian PriceLast: Semaglutide · Sep 29, 2026
- Due in 6 daysAva calls to rebookLena OrtizLast: Pedicure · Oct 12, 2026
- Due in 7 daysAva calls to rebookDiana AlvarezLast: Lash Extensions · Oct 20, 2026
- Due in 8 daysAva calls to rebookCelia MorganLast: Hydro Facial · Sep 30, 2026
- Due in 10 daysAva calls to rebookAnika RossLast: Lash Extensions · Oct 23, 2026
Top referrers
- 1Celia Morgan4 referred · $200 credit
- 2Diana Alvarez1 referred · $50 credit
- 3Sasha Grant1 referred · $50 credit
Both patient and friend receive $50 after the friend's first paid visit.
Referral algorithm
A happy visit becomes a warm introduction
Spend trigger
Over $200
Paid customer visit
AI outreach
After 3 days
Request feedback
Feedback branch
Positive feedback
Then send referral ask
Friend converts
First paid visit
Credit unlocks for both
Reward
$50 each
Patient + friend
Concern / no feedback → no referral ask; concerns go to Martha.
Customer lifecycle
One visit. A mapped journey.
Day 0
First visit
Service recorded
Recall clock starts
Recall clock starts
S1
Injectables
Botox · Dysport
Recall interval
Every 3–4 months
S2
Filler / Facials
Dermal Fillers · Hydro Facial
Recall interval
Facials: Every 4–6 weeks
Filler: Every 9–18 months
S3
Skin / Series
Microneedling · Peels · RF · Hair Regrowth
Recall interval
Every 4–6 weeks
During the agreed series
Recall loop
Message → rebook
Return visit → reset clock
Return visit → reset clock
After each return visit, restart the service track