SMME #453 Marketing Month Part 1: The Foundation Documents Every Spa CEO Needs for AI Success

Still chasing the latest AI tool without knowing what problem it solves? In this episode, Daniela and Lucy shift the conversation from tool obsession to strategic problem solving. You'll discover how to track your lead sources, calculate your true client acquisition costs, and use AI to strengthen your marketing foundation. If you’re ready to scale with data, this episode walks you through a quick way to understand where your clients come from, what it costs to acquire them, and how to optimize your efforts with AI. In this episode, we discuss:  How to track lead sources with a simple notebook system at your front desk Why SEO optimization and weekly blog posts matter for spa lead generation How to use AI tools like ChatGPT and Whisper Flow to create content faster Moving from shiny object syndrome to strategic AI implementation Resources Mentioned in Episode #454:  Marketing Month Part 2: Using AI to Solve Real Marketing Problems (Not Just Add More Tools) Wispr Flow for voice to text transcription Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      About Your Host, Daniela Woerner Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Ready to create marketing that sounds authentically you and speaks directly to your ideal clients? In this first episode of our special Marketing Month series, Daniela and Lucy dive into the two critical foundation documents that separate generic content from messaging that converts browsers into bookers. Whether you're using AI tools or creating content manually, your Company Bio and Ideal Client Avatar documents are non-negotiable for spa CEOs who want marketing that actually works. After a year of testing AI tools and adapting marketing systems, we're sharing exactly what moves the needle in 2025. In this episode, we discuss:  Why your Company Bio document is the foundation of authentic marketing  How to create an Ideal Client Avatar that goes beyond basic demographics  The difference between targeting the same person at different life stages vs. different personas  Why these documents are CEO work, not busy work  How proper foundation makes every piece of marketing easier and more effective Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      About Your Host, Daniela Woerner Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

As Q3 wraps up and the busy season looms, this episode helps spa owners move with intention—not stress. Join Daniela as she shares her Q3 reflections and lays out practical steps to lean into Q4 with energy, profit, and alignment. Whether you've struggled with burnout, revenue gaps, or just need clarity, this episode gives you the framework to finish 2025 strong—without losing your life outside the spa. What you’ll learn during this episode: How to do a powerful Q3 reflection: digging into revenue, memberships, promotions, and expenses Why tracking Client Acquisition Cost (CAC) can be a game changer for your marketing ROI How to plan Q4 offers (like “Shed the Dead,” Black Friday, Small Business Saturday) now so you aren’t scrambling later The importance of building systems behind promotions—templates, funnels, roles Questions to ask yourself to align the business with the life you want to live—managing energy, saying “no,” optimizing your schedule Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      About Your Host, Daniela Woerner Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Peel season is upon us - who’s ready to host your most profitable event yet? In this episode of Spa Marketing Made Easy, Daniela breaks down how to pull off a “Shed the Dead” mini peel party -  without the stress or event hangover. Learn the difference between a scaled-down mini event and an open house; why this format rewards you and the client on the same day; how to price, market, sell packages, and follow up like a pro; and how one spa generated nearly $50K in a single day. What you’ll learn during this episode: The unique role of mini events, and why they outperform open-house-style formats Your step-by-step event framework—offer, ticket, delivery, packages, follow-up The sweet spot: 10–16 participants, 30-minute services, “blueprint” workflow Winning marketing plans—strategic outreach, gain/logic/fear messaging, carousel content Client follow-up strategies and how to upsell, cross-sell, and down-sell with care Real revenue formulas that show how one event can make $6K–$50K+ in one day Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics ABOUT THE SPA MARKETING MADE EASY HOST      About Your Host, Daniela Woerner Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

If you're ready to scale your spa - whether that's upgrading equipment in your current location or expanding to multiple sites - this episode is your step-by-step guide to doing it efficiently. I sat down with Kevin Wyler from Medical Spa Supply to unpack the pitfalls of scaling - from inconsistent equipment and clerical chaos to transport logistics and supply chain headaches. He shares how a “McDonald’s-style” systems approach can give you freedom, ensure consistency, and save your weekends - and not just your sanity. We also dig into: Who should lead scaling efforts—CEO or operations manager? Handling build-out delays, tariffs, and supply issues Streamlining equipment procurement with ease How to scale like a franchise—minus the cookie-cutter Turn your expansion from overwhelming to optimized-this episode is a must-listen for spa leaders ready to grow. What you’ll learn during this episode: Why scaling without systems leads to burnout The importance of equipment consistency across locations Best practices for outsourcing equipment logistics How to manage timetables during build-outs Tips for navigating tariffs and supply-chain issues What early-stage spa owners need when building from scratch Resources Mentioned in Episode #450: Scaling Smarter: How to Equip and Expand Your Spa Without Losing Your Sanity Medical Spa Supply Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here.   IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics ABOUT THE SPA MARKETING MADE EASY HOST      About Your Host, Daniela Woerner Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Have you ever wondered how you’ll step away from your spa - retirement, sale, succession? If the thought makes you freeze, you're not alone. In this episode of Spa Marketing Made Easy, Daniela opens up about the critical importance of planning your exit strategy well before you need it. Discover why putting this off could cost you tens or even hundreds of thousands of dollars—and how even smaller spa owners can walk away with six-figure payouts if they prepare thoughtfully. Whether your business is $50K or $2M, here’s your guide to planning your freedom—and building your spa legacy. What you’ll learn during this episode: Why exit planning can’t be an afterthought Value factors that make your spa sellable, even if you’re not at $2M+ Exit options for different revenue scenarios Multiples, add-backs, and what buyers actually pay for The importance of preparation vs. going to market unprepared Year-by-year checklist: Spiral your way to an exit-ready business Resources Mentioned in Episode #449:  What’s Your Exit Strategy? Planning a Profitable Spa Exit, Step by Step Spa Marketing Made Easy EP 350 with Ben Hernandez (private equity insights) EP 422 with Susan Voss (spa acquisitions) Main Street Millionaire by Codie Sanchez (business acquisition strategies) Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      About Your Host, Daniela Woerner Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs—building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

Feeling stuck in the treatment room? You’re not alone—but the solution isn’t another hack or trend. It’s the systems. In this episode, Daniela unpacks seven core systems every spa owner needs—from client journey to financial management—to move from overwhelm to leadership. Discover how intentional, documented processes give you space, clarity, and the freedom to grow. What you’ll learn during this episode: Why systems create freedom, not hustle How to systemize the client journey to deliver a consistent experience Why consultations must be repeatable, not forgettable The retail system that supports trust and conversion How KPIs and dashboards shape data-driven decisions Hiring, onboarding, & development protocols for true leadership A marketing calendar that keeps chaos out of your promotions Financial workflows that finally make numbers feel manageable The bonus: Unpacking your annual planning system Resources Mentioned in Episode #448:  System to Freedom: 7 Spa Systems Every CEO Needs for Growth & Clarity Never Lose a Customer Again by Joey Coleman   Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs - building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

How do you fairly (and profitably) pay your team retail commissions without chaos? In this episode, Daniela draws from two decades in aesthetics to walk you through the who, how much, when, and why of spa retail commission - not just to boost revenue, but to build trust and client outcomes. Whether you’re a spa CEO creating or refining your commission policies, you’ll get: Clear roles for front desk vs. provider retail A commission tier framework tied to retail-to-service ratios Onboarding commission policies and credit-time windows Common retail commission missteps to avoid - like blind payouts or policy gaps Plus: No one gets left behind - this structure drives better results for clients, providers, and your growth.    What you’ll learn during this episode: Who on your team should earn retail commission—and for what items How to tier commission using retail-to-service percentage benchmarks The power of a 90-day probation period for new staff Best practices for crediting repurchases and event sales How to standardize product recommendations for consistency and trust Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs - building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!

If you’ve noticed your spa website’s clicks going down but impressions going up, you’re not imagining things—and you’re not alone. In this episode, we break down what’s happening with Google’s new AI Overviews and why SEO is evolving fast. You’ll learn how AI is reshaping how clients search, how your spa can stay visible, and how to make AI work for you (not against you). Whether you’re doing your own marketing or working with an SEO team, these strategies will help you protect your rankings, build trust, and stay booked—even as AI changes the game. What you’ll learn during this episode: What Google’s AI Overviews mean for spa traffic and trust How to optimize your website and blog for AI search visibility SEO tactics for 2025: long-form content, FAQs, and credibility signals How to rethink metrics and diversify your attention strategy   Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs - building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!  

Inflation is squeezing margins across every corner of the spa industry - from skincare products to payroll. But there’s a smarter way forward. In this episode of Spa Marketing Made Easy, Daniela walks you through five proactive strategies to stay profitable, intentional, and allows you to cut costs without cutting the experience: Know your true cost-per-treatment and key KPIs Raise prices confidently without fear Build $10K+/mo in recurring revenue with memberships Streamline operations and get back 20-30% of your time Reduce payroll costs by up to 25% by training your team on AI Tune in to reframe inflation as opportunity—not obstacle—and learn how to emerge stronger than ever. What you’ll learn during this episode: The essential financial metrics every spa owner must track Pricing psychology and when to say goodbye to low-profit clients Membership structures that deliver breathing room for CEOs Practical cost-cutting strategies that don't affect experience How to empower your team to use AI   Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   ABOUT THE SPA MARKETING MADE EASY HOST      Daniela Woerner is the founder and CEO of Addo Aesthetics, a leading community for aesthetic professionals, and the creator of the Growth Factor® Framework—a proven system that has helped 582 six- and seven-figure spa owners scale their businesses with strategy and systems. With nearly two decades in the aesthetics industry, Daniela has trained alongside top physician-dispensed brands, consulted with leading dermatologists, and helped thousands of spa professionals streamline their operations and maximize profitability. Her mission? To transform overworked aesthetic professionals into Spa CEOs - building a business and life they love with the strategic systems needed for long-term financial growth. As the host of the Spa Marketing Made Easy podcast, Daniela brings expert insights, real-world strategies, and in-depth conversations to help spa owners elevate their marketing, optimize their operations, and create sustainable success. With over 400 published episodes, 1 million+ downloads, and a ranking in the top 1% of all podcasts worldwide, Spa Marketing Made Easy is the go-to resource for spa and aesthetic professionals looking to level up. Tune in each week for actionable strategies, expert interviews, and inspiration to help you build a thriving, systemized, and scalable spa business!