HLAI Experts

Med spas · Nurture and reminders

Follow-up that starts from what brings each person in

One required question on your intake form asks what brings someone in, in the symptom words they would use themselves. GoHighLevel (GHL) tags the answer and starts the follow-up written for it. Once a visit is booked, reminders go out until it starts.

Book a 1:1 with Rob30 minutes, free

The job

From a form fill to a booked visit

Many people who fill in a med spa's form are not ready to book that minute. They are comparing clinics, checking their week, or still deciding whether the problem is worth a visit. Generic follow-up rarely mentions the reason they came, so it is easy to ignore.

So the intake form asks one question that cannot be skipped: what brings you in. The choices are written as symptoms and goals, the way a person describes the problem before they know the treatment's name. The answer is saved on the contact and adds a matching tag, and that tag starts the nurture written for that reason.

Each nurture runs about seven touches over 30 days, by text and email. Every touch carries the clinic's online-booking link, and in a text the link sits on its own line so it is easy to tap. When a visit is booked, reminders start: one right away, then 24 hours, 1 hour and 5 minutes before, each by text and email.

Why symptoms, not conditions. Meta's ad standards say ads must not assert or imply personal attributes, and that list includes a person's physical or mental health, medical conditions included. We hold the whole funnel to a stricter line, from the symptom-based ad creative we wrote and handed over to the last nurture text: copy describes symptoms and the services that address them, never names a drug or a condition, and never tells the reader what they have. This page is not legal or ad-policy advice.

We've built and tested this for a med spa. The rest of the page is how that build fits together.

What we set up

What goes into the nurture and reminders

  • An intake form with a required, symptom-framed "what brings you in" question
  • The answer saved on the contact, with a tag for each reason
  • One nurture per reason: about seven touches over 30 days, by text and email
  • The online-booking link in every touch, on its own line in each text
  • Reminders right away, then 24 hours, 1 hour and 5 minutes before the visit
  • A pipeline from new to contacted, booked, showed or no-show, then the handoff to your EHR
  • Copy that names symptoms, never a drug or a condition

How a setup runs

How the nurture gets built

  1. A 1:1 with Rob

    Rob asks which treatments you want booked more often and how clients describe the problem before they know its fix. Those words become the choices on your form.

  2. Every message in the plan

    The plan document holds each nurture touch and each reminder in full, for every answer on the form. You read the real texts and emails, not an outline, and approve them.

  3. Build, then walk every path

    We submit the form once per answer and follow what arrives. The QA report shows the tag, the first touches and the reminders for each path, with screenshots.

  4. Adjusting after launch

    A new reason on the form or a touch to rewrite gets a verdict first: inside the agreed scope, or new scope. Then the change goes in.

What you bring

What we need from you

Treatments and the reasons behind them

For each treatment, the symptoms or goals that bring people in, in the words clients use at the desk.

The link people book with

Your EHR's online-booking link. It goes in every touch and every reminder.

Words you won't use

Any terms your clinic keeps out of its marketing, and anything a clinician on your team wants to read before it goes out.

Where it stops

No message names a drug or a condition, and none tells a reader what they have. No touch asks for a deposit or any payment ahead of the visit. Charts and treatment notes stay in your EHR.

Questions

Questions about the nurture

Why ask about symptoms instead of treatments?
People usually know what is bothering them before they know which treatment addresses it. Asking in their words lets the follow-up speak to their reason from the first message. It also keeps the copy away from drug names and diagnoses.
How many messages will someone get?
About seven nurture touches across 30 days, mixed between text and email. A booked visit adds its own reminders, the last one five minutes before the start.
Can this copy run in Meta ads?
Meta's ad standards do not allow ads that assert or imply a person's health or medical conditions. Our copy describes symptoms and services and never tells the reader what they have, which is stricter than that rule. Meta reviews each ad itself, so nobody can promise approval. This is not legal advice.
Do we have to take a deposit at booking?
No. Nothing in this build asks for payment at booking or before the visit. The booking link goes to your EHR's scheduler, and payment stays with the clinic.
Can we change a message after it goes live?
Yes. Send the change and you get a verdict first, a fix inside the agreed scope or new scope, before anyone edits the workflow. The new wording follows the same rule: symptoms, never drugs or conditions.
Rob Eason

Who you talk to

Rob Eason

Rob runs HLAI Experts and takes the 1:1 calls himself.

He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.

He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.

Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.

On the call he looks at your account, not a script.

5/5 across 83 reviews in HighLevel's Certified Admin Directory

Pick your form's first question with Rob

Bring the treatments you want booked more often. Rob will help turn them into reasons a person would pick, and show the follow-up each one starts.

Book a 1:1 with Rob