The Proven Quarterly Planning Strategy To Create Clarity and Drive Revenue In Your Next 90 Days

We're at the beginning of a new era, and how you adapt will determine how fast you grow. In this part two of my AI mini-series, I share how to use custom-developed AI (not your average ChatGPT!) to help you implement and scale your marketing, sales, and signature offers faster than ever. I talk about how Ask Heather AI was born, how it works, and why it’s the future of strategic support for aesthetic CEOs. Tune in to discover how to stay ahead of the curve and become a leader in your industry!   HIGHLIGHTS Why AI is the most disruptive tool for the internet. How I use custom-developed GBTs (not basic plug-ins!) to accelerate client results. How Ask Heather AI supports faster implementation of signature systems. The 3 core AI assistants we've built. How technology helps you train team members and standardize high performance outcomes. Why AI won’t replace human coaching.   RESOURCES + LINKS Apply for The Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com  

Are you ready to unlock the power of AI to grow your business FASTER? In this episode, I'm pulling back the curtain on how I'm personally using artificial intelligence to supercharge my productivity. I'll share real-world strategies that'll help you leverage AI to grow your practice, save time, and create more space for what truly matters. Whether you're a tech newbie or curious about AI's potential, you'll walk away with actionable insights that can transform how you work and live.   HIGHLIGHTS Tools to become faster and more efficient in your work (and life!) How to use AI as a content creation brainstorming partner. What I’m doing with custom AI for my business. Ways voice riffing with AI can improve strategic thinking. Using AI to enhance human connection, not replace it.    RESOURCES + LINKS Apply for The Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com

Tired of exhausting, discount-driven events that drain your team and barely move the needle? I've got a game-changing strategy for you! In this episode, I'm sharing my approach for events that will help you attract your dream patients, position yourself as an absolute expert, and triple your event revenue — all while keeping your sanity intact. I'll walk you through my SPA framework that transforms in-person events from big, chaotic shebangs to focused, premium experiences that actually grow your business. Trust me, you do NOT want to miss these insights that could completely transform how you approach marketing and client engagement in your practice!   HIGHLIGHTS My event strategy to boost revenue (without giving away tons of discounts). The power of doing quarterly focused events to attract premium, dream clients. Tips to create more meaningful connections with your patients. How to position yourself as the expert authority. The benefit of focusing on a very specific type of dream patient/client. How to host events without all the stress.   RESOURCES + LINKS Apply for The Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com

Ever wonder how to confidently present high-ticket treatment plans without overwhelming your clients — or yourself? In this episode, I sit down with one of my incredible clients, Tommie Jo, owner of Driftless Aesthetics. We talk about the mindset, systems, and strategies that will take you from doing it all yourself to confidently presenting $15–$18K comprehensive treatment plans that your clients say YES to. We also share tips on how to eliminate decision fatigue, train your team into the ultimate conversion machine, and position yourself as an authority within your industry.   HIGHLIGHTS How Tommie Jo went from solo provider to confident CEO of a growing Med Spa. Strategies to confidently present $15–18K treatment plans. How to eliminate decision fatigue for your patients. Structure treatment plans that clients say YES to. Tips to train your team for consistent and high-level outcomes. Why having a clear POV positions you as an industry authority.   RESOURCES + LINKS Learn more about Driftless Aesthetics HERE Apply for The Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com Follow Driftless Aesthetics: @drift.lessaesthetics

If quarterly planning sounds boring, you’ve been doing it WRONG. In this episode, I give a sneak peek into what I teach in The Med Spa Advantage for how to  have your most profitable next 90 days. I break down how to do a thinking audit, how to get clear on your biggest priorities, and why inaction is costing you more than imperfect execution. I also share what I’ve learned about making decisions as a CEO, how to plan promotions that actually support your signature offers, and what to avoid if you’re stuck in overthinking mode. Get ready to take radical ownership of your next quarter.   HIGHLIGHTS Why quarterly planning outperforms yearly goal-setting. Why you need to plan for failure. How to know which strategies to listen to (and which to cut). What to include in your quarterly game plan. The strategic questions I ask when planning quarterly promotions and events. Why every team member needs clarity on what’s coming next.   RESOURCES + LINKS Apply for The Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com

If you think that funnels are only for online marketers running paid ads, THINK AGAIN. In this episode, I break down the strategy around organic funnels and share exactly how to build one that attracts premium clients who are already pre-sold on what you do. Whether you’ve been relying on word of mouth, paid ads, or social media with no real structure, I break down a simple way to create an organic funnel that builds your authority, showcases your signature offers, and pulls in the right people without being salesy. Plus, I also share a lesson from the luxury brand Burberry and how it applies to your practice.   HIGHLIGHTS Why you need ORGANIC funnels. What an organic funnel actually is (and how it's different from paid ads). Examples of how you can use real-life funnels. 3 part content strategy to see your signature offers. Tools to automate your DMs and email opt-ins   RESOURCES + LINKS Apply for Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com

I’ve been collecting your HOTTEST questions over the past few months and I’m answering the ones I get asked the most. I’ll share the mindset and strategy shifts that need to happen if you want to raise your prices, confidently sell your signature packages, and attract high-end clients who DON’T question your rates. I also share my favorite metaphor for navigating underperforming team members, why most owners delay scaling, and how to rewire your beliefs to attract premium clients. Tune in for answers that are going to help you protect your peace and your profit.   HIGHLIGHTS What to do when someone isn’t ready to buy your signature package. How to raise your prices without losing loyal clients. How to attract high-end clients who don’t question your pricing. The #1 mistake Med Spa owners make when trying to scale. Whether you should start with packages OR memberships. Why you need to raise prices BEFORE launching a membership. Ways to handle underperforming team members (especially when you don’t want to fire them). The #1 priority every Med Spa CEO must remember.   RESOURCES + LINKS Apply for Med Spa Advantage HERE The Med Spa Courses and Programs HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com

Have you struggled to confidently sell high-ticket treatments or felt the need to justify your rates? In this episode, I sit down with Dr. Gabrielle Freedman, a chiropractor who transformed her sales approach and saw a massive increase in package conversions. She shares the common mistake that was holding her back, the mindset shift that changed everything, and the simple tweaks that made her patients excited to invest in premium treatments. Tune in for strategies to close more sales and deliver outstanding patient results.   HIGHLIGHTS 00:00 Meet Dr. Gabrielle Freedman, a family chiropractor. 03:00 How a patient’s reaction sparked the launch of her weight loss program. 07:00 The packaging treatments that changed her approach to sales. 10:00 What keeps seasoned practitioners excited? 13:30 How excitement and enthusiasm make patients say YES. 18:15 Why presenting the full solution (NOT just parts of it) improves sales and results. 23:30 How to remove financial hesitation to sell with ease. 26:00 What to do when lead flow drops and how to make every consultation count. 32:15 How do you present treatments so patients feel excited (not overwhelmed)? 34:00 What’s next for Dr. Gabrielle and her growing business.   RESOURCES + LINKS Apply for Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Gabrielle: @gabriellefreedman Heather: @heatherterveen Website: heatherterveen.com

Wondering how to truly differentiate your practice? You've got to listen to my conversation with Christa Elza, a functional medicine powerhouse who's cracked the code on creating comprehensive health packages that actually get results. We dive into how packaging your services, whether in functional medicine or aesthetics, can transform your patient experience and your bottom line. Christa also shares her journey from feeling frustrated in primary care to building a holistic practice that empowers patients and gives providers confidence. It’s time to stands out, serve at a higher level, and break free from the one-size-fits-all approach.   HIGHLIGHTS 01:28 - Who is Christa Elza? 03:15 - How does she work with patients as a functional medicine practitioner? 07:15 - Why are more women wanting help with their testosterone? 09:08 - What were your biggest lessons learning to run a practice? 11:00 - How did telehealth change the medical field? 13:05 - What have been her biggest wins in Heather’s “Med Spa Advantage” program? 15:45 - Why all providers would see better results if they sold in packages vs one-off services. 20:40 - How to help your patients avoid decision fatigue. 25:30 - The most impactful lessons “Med Spa Advantage” helped her implement in her practice. 29:20 - Why having support is the secret to success! 31:00 - How to overcome the drama and fear in your own mind. 34:00 - Where to connect with Christa Elza.   RESOURCES + LINKS Apply for Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com Christa: @christaelza

If your Med Spa membership is just a discount program, you’re missing a huge opportunity. In this episode, featuring my interview on Mike LeMieux’s Behind the Needle podcast, I talk about how to create a results-driven membership that makes it easier for your team to sell high ticket treatment plans, enhance patient compliance, and drive long-term results. I also share the strategy we use to package treatments into signature offers that eliminate decision fatigue and make it easier for clients to say yes.   HIGHLIGHTS Why most Med Spa memberships fail. How to design a membership that increases patient retention and loyalty. The framework to create signature packages that drive higher value sales. How to eliminate decision fatigue and make it easy for clients to say yes. The mindset shift your team needs to sell premium treatments with confidence. A consult process that makes selling feel effortless.   RESOURCES + LINKS Apply for Med Spa Advantage HERE Book a Strategy Call with us HERE   FOLLOW Heather: @heatherterveen Website: heatherterveen.com Mike LeMieux: @mikelemieux Mike’s MedSpa Marketing: @medspa_media