choose your playbook
Playbook Basics ($999)
For new or aspiring owners who want clarity and structure before spending big.
Includes:
- Step-by-step roadmap for licensing, permits, budgeting, menu design, and startup essentials.
- Guidance on choosing the right business and ownership structure for your state (LLC, MSO/MD model, etc.).
- Choosing the Right Location – What to look for in demographics, visibility, accessibility, competition radius, and zoning regulations to ensure long-term success.
- Build-Out, Square Footage & Permitting Guidance – Understand ideal clinic size, room allocation, ADA compliance, and medical build-out requirements, including common pitfalls in permit applications.
- Hiring Basics – How to build your founding team, define clear roles, and set up compensation and accountability structures from day one.
- Pre-launch checklist & financial forecast template – Plan your actual startup numbers (not guesses) with realistic cost breakdowns.
- Access to Recorded Videos – Educational modules covering med spa startup fundamentals and budgeting.
- Essential Marketing Framework - Attract your first clients through smart, low-cost marketing - brand positioning, local SEO, and word-of-mouth that works.
- Kickoff Call – Private onboarding call to map your next steps and avoid early mistakes.
- Lifetime Access – Keep all templates, and checklists for future use.
- $999 Credit toward Playbook Plus if you decide to upgrade.
Playbook Plus ($8,000)
For serious founders ready to build a profitable med spa - fast.
Everything included in Playbook Basics, plus: hands-on guidance, advanced tools, and personalized support to take you from planning to your first paying client.
Includes
- Templates, SOPs, and Checklists – A full library of editable, ready-to-use materials to guide your operations from day one.
- Three Months of Setup Support – Weekly 1-on-1 strategy sessions designed to help you set up systems, stay accountable, and launch efficiently.
- Full Access to the Playbook Video Library – Learn on demand, anywhere, anytime, with access to exclusive recorded sessions covering med spa operations, compliance, and strategy.
- Vendor and Product Access – Direct introductions to trusted equipment suppliers, skincare brands, and injectables vendors.
- Access to Discounted Compounding Pharmacies Across the U.S. – Gain access to national pharmacy partners offering competitive pricing for aesthetic medications and injectables.
- Telemedicine Setup Assistance – Physician connection and onboarding support to help you set up compliant telemedicine oversight in your state.
- Marketing Strategy Blueprint – A step-by-step plan to position your brand, attract clients, and launch with impact.
- Draft Contracts for All Essentials – Editable and attorney-reviewed templates for staff, influencers, collaborators, and vendors.
- Build-Out and Architectural Support – Examples of pre-designed clinic layouts, build-out requirements, and real cost breakdowns to guide your construction planning.
- Equipment Comparison Toolkit – Simplified charts and calculators to project your ROI, profit margins, and cost per service.
- Injectables Comparison Toolkit – Side-by-side breakdown of top toxins and fillers to guide purchasing and menu design.
- Financial Forecasting and KPI Guide – Tools to help you keep your revenue, expenses, and performance metrics organized from the start.
- Priority Email and Message Support – Direct communication and priority responses throughout your 3-month program.
- EMR Comparison Tools – Evaluate and choose the best electronic medical record system for your practice.
- HIPAA Compliance SOPs – Ready-to-use frameworks to protect patient data and meet all federal requirements.
- OSHA Training Guidance – Ensure safety standards and staff compliance from day one.
- Pre-Designed, Compliant Employee Handbooks – Professionally written handbooks built specifically for medical spas.
Playbook Plus gives you everything you need to launch your med spa with confidence, clarity, and profit - backed by expert coaching and industry-tested systems.
Flexible payment arrangements available for qualified applicants.
Playbook Franchise Pro ($15,000)
For successful med spa owners ready to turn their thriving business into a franchise brand.
This Playbook is for med spa owners ready to franchise with clarity and control. Inside, you’ll find the exact systems, documents, and operational framework I used to scale one location into a nationally verified medical spa franchise.
From legal setup and franchisor structure to daily operations and multi-unit expansion - every step is laid out to help you scale smarter, faster, and stronger.
It includes everything from Playbook Basics and Playbook Plus, plus an advanced, franchise-level roadmap built to help you grow with precision, compliance, and confidence.
Includes:
- Franchise Agreements – Pre-written, editable drafts that serve as both a tool and a practical example of how to structure and create a compliant, well-balanced Franchise Agreement for your med spa.
- Franchisor Structure & Organizational Framework – Detailed guidance on building the foundation of your franchise company, including how to structure your executive team (CEO, CFO, COO), develop upper and lower management roles, create HR systems, and establish support departments that ensure consistency and growth across all locations.
- Operating Agreements – Detailed frameworks to align partners and protect your intellectual property.
- Legal Documents & Registrations – Guidance for preparing your FDD (Franchise Disclosure Document), state registration, and compliance checklist.
- Cost Structure + Financial Modeling – Realistic comparisons between independent and franchised med spa models, showing ROI, margins, and long-term scalability.
- Vendor & Supply Chain Setup – Introductions to verified vendors, national account perks, and bulk pricing options to maximize profit.
- Franchisee Tools & Systems – Editable templates, SOPs, training manuals, onboarding guides, and marketing assets you can share directly with your franchisees.
- Marketing & Brand Strategy – A proven blueprint for recruiting franchisees, maintaining brand consistency, and scaling awareness across regions.
- Real Estate & Build-Out Criteria – How to identify high-performing locations, design efficient spaces, and negotiate landlord terms optimized for med spas.
- Trademark & IP Guidance – Ensure your brand name, assets, and materials are legally protected before expansion.
- Brokerage Network Guide – A vetted list of franchise brokers and consulting groups worth your attention, with notes on fees, reliability, and track record.
- Private Coaching Support – One month of weekly, 1-on-1 strategy sessions to help you map your exact franchising path and apply every element of your Playbook effectively.
The Playbook Franchise Pro gives you every tool, form, and process needed to transform your successful med spa into a franchise brand - with clarity, legal structure, and professional support at every stage. It’s not theory. It’s a turnkey business system built for real growth.
Flexible payment arrangements available for qualified applicants.
questions?
The Med Spa Playbook
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