5 Marketing Automation Workflows Every Aesthetic Practice Should Run

Aesthetic practices are busier than ever — more inquiries, more competition, and more admin overload. Good news: you don’t need a bigger staff to deliver a better patient experience. You just need smarter workflows.

Here are five marketing automation workflows every cosmetic practice should run to improve speed, consistency, and conversions — without adding complexity to your day.

1. Lead Capture → Fast Follow-Up Sequence

Speed matters.
Most practices lose leads simply because no one responds fast enough.

This workflow should:

  • Trigger instantly when a form or chat is submitted
  • Send a friendly, personalized message
  • Deliver the next step (schedule link, guide, pricing info)
  • Notify the team if no reply within 15 minutes

Why it works:
Patients shop around. Fast responders win — every time.

2. Post-Consultation Follow-Up

Many practices forget the fortune in the follow-up. Patients rarely book on the spot… but they do book with the practice that stays present.

This workflow should:

  • Send a thank-you message
  • Provide answers to common objections
  • Share before/afters & team credentials
  • Include a direct CTA to book

Why it works:
Most patients need reassurance and reminders. Automation ensures consistency.

3. Post-Procedure Nurture & Instructions

Aftercare drives outcomes, reviews, and patient satisfaction.

This workflow should:

  • Deliver procedure-specific aftercare
  • Include “what’s normal” expectations
  • Provide check-in reminders
  • Ask for feedback or support requests

Why it works:
Patients feel supported without flooding your front desk.

4. Reactivation of Dormant Patients

Your best revenue source?
Patients who already know, trust, and love your practice.

This workflow identifies anyone who hasn’t visited in 6–12 months and sends:

  • Personalized updates
  • Treatment reminders
  • Special offers
  • Loyalty perks

Why it works:
Reactivation is cheaper — and faster — than new patient acquisition.

5. Review & Testimonial Requests

High-quality reviews = higher conversions + stronger LLM/AI visibility.

This workflow should:

  • Trigger after a completed appointment
  • Direct patients to Google
  • Provide one-tap review links
  • Send a second reminder 48 hours later

Why it works:
Automation removes friction and dramatically increases total reviews.

The Bottom Line

You don’t need more tools, staff, or stress.
You just need smarter workflows that take repetitive tasks off your plate so you can focus on patient care — and growth.

If you want these workflows built for your practice, I can help.