AI Automation · For med spas

AI Automation That Handles Your Med Spa's Busywork

From the moment a lead comes in to the review request after their treatment, automation keeps every step moving. We use AI and workflow tools to follow up instantly, nurture leads, bring past clients back, and eliminate repetitive admin.

South Florida practice? AI Automation in Fort Lauderdale

Injector performing a dermal filler treatment at a med spa
Popular automations
  • Speed-to-lead replies for ads & forms
  • Consultation no-book follow-ups
  • Google review requests after visits
  • Past-client reactivation campaigns
  • Membership & package renewals
  • Weekly performance summaries
The challenge

Where time and revenue slip away

Slow lead follow-upLeads from ads and your website wait hours for a reply and book elsewhere.
Consults that never convertClients come in for a consultation, then go quiet without a follow-up plan.
Not enough reviewsHappy clients leave without being asked, so your Google profile undersells your results.
No clear numbersIt's hard to see which campaigns and providers drive real bookings.
Interactive example

Watch a Med Spa Automation Run

Pick a moment in the client journey and watch what happens automatically, across your texts, calendar, CRM, and team.

When this happensNew lead comes in
    Connected in this workflow:

    Example workflow. Timing, messages, and tools are customized for your practice and policies.

    What you get

    Automation workflows we build

    Speed-to-lead

    New leads from Meta ads, Google, and your website get an instant, personal text and email and land in your CRM.

    Consult-to-treatment nurture

    Thoughtful follow-ups after consultations with answers to common hesitations and easy booking.

    Review generation

    Automatic Google review requests after completed visits, following Google's review policies.

    Reactivation & memberships

    Win back lapsed clients and remind members about renewals, credits, and packages.

    AI content assist

    AI-drafted blog outlines, social captions, and Google Business Profile posts for your team to review.

    Reporting

    Automated weekly summaries of leads, bookings, and revenue by source and location.

    Our process

    How It Works

    1

    Map the client journey

    We trace every touchpoint from first inquiry to rebooking.

    2

    Prioritize quick wins

    We start with the automations most likely to recover bookings or save staff time.

    3

    Build with your tools

    We build on your CRM and booking platform, adding AI and workflow tools where they help.

    4

    Review & refine

    Monthly reviews of results, message performance, and new opportunities.

    The AI behind your system

    We Build With Leading AI Tools, Including Claude

    BV Consulting isn't locked into one vendor. We build and integrate AI agents and automations using several leading AI tools, including Claude by Anthropic, then connect them to your booking software, CRM, and phone system. You get the right model for each job, set up with your brand voice, your treatment menu, and clear guardrails.

    Claudeby Anthropic

    Natural, on-brand conversations, careful reasoning, and long-context knowledge of your treatments and policies.

    ChatGPTby OpenAI

    Versatile language and voice capabilities for chat, text, and content workflows.

    Geminiby Google

    Multimodal AI that works well alongside Google Workspace and Google Business tools.

    Automation platformsZapier, Make, n8n

    The connective tissue that moves data between your booking system, CRM, and messaging tools.

    Messaging & voiceTwilio and more

    Reliable, registered business texting and calling infrastructure for SMS and AI voice agents.

    CRM & marketingGoHighLevel, HubSpot

    Pipelines, campaigns, and reporting that tie every lead back to revenue.

    We choose tools and settings based on your needs, budget, and privacy requirements. Where protected health information is involved, we use services and configurations that support a Business Associate Agreement (BAA).

    FAQ

    AI Automation for Med Spas: Frequently Asked Questions

    What's the difference between AI automation and an AI agent?

    An AI agent has conversations with clients. AI automation covers the workflows behind the scenes, like sending follow-ups, requesting reviews, updating your CRM, and generating reports. Most practices benefit from both.

    Do I need a CRM?

    A CRM makes automation far more powerful because every lead and client lives in one place. If you don't have one, we'll recommend options that integrate well with your booking software.

    Are review request automations allowed?

    Yes, asking for reviews is allowed. Google's policies prohibit offering incentives for reviews and discourage selectively asking only happy clients, so we set up requests that go to every eligible client.

    How long does it take to set up?

    Simple automations can launch quickly once access is in place. Multi-step journeys across several tools take longer. Your proposal will include a clear timeline.

    Can you automate across multiple locations?

    Yes. We build workflows that route leads, messages, and reporting by location so each team sees its own clients.

    Ready to see what AI Automation can do for your practice?

    Get a free quote and a clear plan tailored to your med spa.