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How It Works

We run the system. You run your practice.

Ads managed, leads converted, no-shows eliminated, clients reactivated — all on autopilot from week one.

1
Week 1 — Onboarding

We get the full picture in 15 minutes.

One setup call. We get access to your client database, learn your practice, and configure the entire system around your services, your voice, and your goals. You don't need to do anything technical.

  • Pull and segment your client list from your EMR or CRM
  • Score clients by recency, value, and treatment type
  • Define your ad audience and set campaign objectives
  • Set up GoHighLevel workflows, SMS sequences, and booking automations
  • Review and approve all outreach copy before anything goes live
2
Week 2 — Launch

We turn on every system at once.

Ads go live. Reactivation sequences fire. Speed-to-Lead activates for every inbound inquiry. No-Show Assassin kicks in for every appointment on the books. The whole engine starts running — without you lifting a finger.

  • Meta ad campaigns launched and actively managed by LevForma
  • AI SMS responds to every new lead in under 60 seconds
  • Dormant client outreach goes out in your voice, personalized per client
  • 72hr, 24hr, and 2hr appointment reminders fire automatically
  • All bookings flow straight to your calendar
3
Ongoing — Optimize

We manage, report, and keep improving.

Every month you get a clean ROI report — five numbers, personal Loom walkthrough. Every quarter (or every week on the retainer) we're on a call reviewing what's working, what to push harder, and what to add next.

  • Ad campaigns monitored and optimized weekly
  • Monthly reactivation campaigns refreshed with new hooks and segments (retainer)
  • Membership escalator running in the background after every second visit (retainer)
  • ROI report delivered on the 1st: qualified appointments, revenue, memberships, no-show rate, YTD reactivations
  • Strategy call to set next goal and add one new automation

Frequently asked questions

One 15-minute setup call. That's it. We handle the segmentation, the ad setup, the copy, the automations, and the launch. You review and approve the outreach before anything goes live, then watch the appointments land on your calendar.
Yes — on both models, you fund the ad spend and we manage the campaigns. We'll discuss the right budget for your practice size and goals on the setup call. We manage everything inside Meta Ads Manager so you have full visibility and control at all times.
A qualified appointment is a new or previously dormant client who books and shows up. You don't pay for no-shows — that's literally what the No-Show Assassin is designed to prevent. The definition is agreed on in writing before we start.
Yes — that's non-negotiable. We capture your tone on the onboarding call and write all sequences in your voice. You review everything before it goes out. Clients regularly respond thinking the message came directly from your front desk.
GoHighLevel for CRM, automations, and SMS. OpenAI API for personalized copy generation. Meta Ads Manager for campaigns. Google Data Studio for reporting. Twilio for SMS delivery. Loom for the monthly ROI walkthrough. We handle all the setup and management — you don't need accounts with any of these.
No long-term contracts on either model. The performance model is month-to-month by nature. The retainer is also month-to-month — most clients stay because the system keeps working, not because they're locked in.

See the system in action — free.

Get the MedSpa Money System at no cost. Your first reactivation campaign, live and running. First 3 qualified appointments on us.

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