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How do I build a simple 90-day marketing plan for my med spa?

By the partners at Shefa Atelier ·

The short answer

Build your marketing plan around a clear business priority, a defined audience, and the appointments your team can actually support. Choose a manageable set of activities, assign execution, and review inquiries, bookings, and spending together rather than treating visibility as the goal.

Choose the business problem the plan should address

Start with the reason you need a plan. Perhaps a service has available capacity, prospective clients misunderstand your consultation process, or inquiries arrive without becoming appointments. Each situation calls for different work.

Write a plain statement connecting the audience, the appointment opportunity, and the business need. Avoid broad goals such as being more visible everywhere. If inquiry handling is already unreliable, the plan should address that before asking marketing to bring in more interest.

Decide what the audience needs to understand

Describe the clients you want to reach without making assumptions about anyone's medical needs. Identify the practical questions that keep them from taking the next step: what a consultation includes, how booking works, where the practice is, and how stated pricing is explained.

Use the same core explanation across the channels you choose. Have your medical director review clinical statements and your attorney review questions about advertising or privacy rules. Clear business messaging should not become unsupported treatment claims.

  • What question will this activity answer?
  • What appropriate next step will it offer?
  • Can the team deliver the experience it describes?

Choose activities your team can maintain

Select channels using your own evidence about where suitable inquiries come from. Do not add a channel simply because another practice uses it. Improving a service page or clarifying an existing communication process may deserve priority over launching something new.

For every activity, record the purpose, responsible person, required resources, and review date. Include the work after the inquiry arrives. Someone must own responses, booking questions, and handoffs to the appropriate team member.

If an outside provider executes part of the plan, give them a clear brief and scope. The owner should retain responsibility for strategy and for deciding whether the work fits the business.

Review the plan while there is time to adjust

Begin by checking the booking path and establishing current business-level measures. Put the selected activities into motion, then review what happened before expanding the workload or budget.

Read inquiries, booked appointments, completed visits, and spending together. Attention without suitable bookings may point to unclear messaging, poor fit, or a weak handoff. Do not assume that the answer is automatically more promotion.

Keep a short decision record: what you tried, what you observed, and what you will change. Use aggregate business results, not patient records, when discussing performance with advisors.

Strategy support, not campaign execution

Our Revenue Growth Diagnostic ($995 one-time) helps identify marketing and sales priorities. The Private Growth Partnership ($5,000 per month) supports ongoing strategic decisions and KPI review while your team or providers execute.

We provide strategic advisory services. We do not provide advertising management, content production or full operational execution.

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