Step-By-Step Sales Funnel Training for Aesthetic Practices

The Winning Sales Funnel Your Team Will Master:

We get it. Your aesthetic practice's schedule isn't as full as you'd like. You don't quite know why.

This course will help you fix that with a strong step-by-step sales funnel training so you attract, convert and retain more more patients, and best of all, boost revenue! 

You and your team will learn how to master and implement the following in your aesthetic practice:

  • Effective Marketing

    Strategies that cause prospective patients to become aware of who you are and desire to go to YOU for their treatment/procedure.

  • Converting Calls to Consults

    Your front desk staff properly answering the phone and being able to successfully close a consult.

  • Converting Consults to Treatments

    The patient scheduling their treatment or procedure because you/your providers are able to book them!

  • Keeping Patients Coming Back for MORE!

    The patient coming back for repeat and maintenance procedures due to a strong follow-up system and drip campaign for ultimate patient retention.

  • Cross-Selling Services

    Both you and your staff being able to cross-sell patients OTHER treatments/procedures to boost revenue and help them achieve more of their desired results.

  • Increasing Reviews & Referrals

    The patient being able to sing your praises and refer others to your aesthetic practice!


What Students Are Saying

“I truly enjoyed Shorr Solutions' Conversion Cascade course. It was quick, concise and to the point. The resources attached to the course have been very helpful in implementing some of the practices learned. One thing that I took away from the course and implemented in my practice was the importance of follow up. We have seen an increase in weekly appointments since creating a process so no patient is missed. Shorr Solutions is a wealth of knowledge and a joy to learn from and work with.”

Erin Glutz, FNP-C, Medical Director | Augusta Aesthetics, Newport, KY

“Our team really enjoyed the Conversion Cascade online course. Very informative and touched on topics/areas that others haven't made available. From the experienced staff to the newer team members, everyone took something! Highly Recommended! ”

Kristina Burreson, Patient Care Coordinator | Rana Facial Plastic Surgery, McKinney, TX

“This course was extremely informative. Mara did a wonderful job educating and engaging. Highly recommend!”

Shannon Synoracki, MHS, PA-C, Medical Director | Prejuvenation Aesthetics, Ashburn, VA

“The conversion cascade has been a great resource for our very new practice. It's been helpful in orienting my coordinator, nurse, and ancillary staff on the entire process from start to finish. Would recommend - 10/10.”

Lauren Umstattd, M.D., Medical Director | FACE Leawood, Leawood, KS

“I enjoyed the Conversion Cascade. It was packed with information and really gave a great insight on how to track how your practice is doing. From a marketing stand point, I felt it was more beneficial for people who answer the phones and deal with patients daily, but it also gave me fun content ideas! ”

Samantha Durst, Marketing Coordinator | Michael Kurzman MD, Staten Island, NY

“Awesome webinar discussion. Very excited to share the recording with our Team!”

Caitlin Dec, Office Manager | Beautifully New, Park Ridge, IL

Course Curriculum

  1. 1
    • Here's How to Navigate this Course

  2. 2
    • Note-Taking Handout

    • Video #1 - Marketing & Brand Awareness

    • Assessment Quiz

  3. 3
    • Note-Taking Handouts

    • Video #2 - Phone Training Skills and Front Desk Lead Conversion

    • Video #3 - Responding to Non-Phone Leads

    • Assessment Quiz

  4. 4
    • Note-Taking Handout

    • Video #4 - Consult to Treatment: How to Rock Your Consult When a Patient Walks in the (Real or Virtual) Door

    • Assessment Quiz

  5. 5
    • Note-Taking Handout

    • Video #5 - How to Keep Your Patients Coming Back for More Treatments!

    • Assessment Quiz

  6. 6
    • Note-Taking Handout

    • Video #6 - How to Sell Skincare and Treatment Packages in Your Practice

    • Assessment Quiz

  7. 7
    • Annual Marketing Budget Template Spreadsheet

    • Checklist for In-Office Promo Events

    • Competitive Assessment Form Template

    • Conversion Tracking Tool

    • Drip Campaign - Flow Chart

    • Ideas for Social Media Posts

    • Inbound Call Telephone Script

    • Initial Welcome to Patient In Office

    • Injectable Telephone Script

    • Marketing Checklist Spreadsheet

    • Marketing Goals Action Plan Template

    • Marketing Plan Implementation Monthly Calendar (With Suggestions)

    • Marketing Plan Implementation Monthly Calendar

    • Marketing Plan Implementation Weekly Calendar

    • Message On Hold Script (Sample)

    • New Website Questionnaire

    • Notice of Filming and Photography

    • Patient Photographic Authorization Release

    • Photography & Video Consent Form

    • Post Cosmetic Consultation No Appointment Letter

    • Pre-Consultation Welcome Letter

    • Procedure Interest Questionnaire

    • Professional Photoshoot Guidelines

    • Prospect & Appointment Letter

    • Questions to Ask When Looking for a New Website

    • Social Media Checklist Spreadsheet

    • Social Media Guidelines

    • Social Media Policy for Employees

    • Surgical Procedure Scheduled & Thanks Letter

    • Telephone Etiquette

    • Telephone Script

    • Thanks for Scheduling Cosmetic Consultation Letter

    • Thanks for Scheduling Cosmetic Procedure Letter

Breakdown of What the Course Includes:

  • 6 Easy-to-navigate modules

  • 6 Engaging training videos

  • 30+ Downloadable checklists, phone scripts, consents, protocols and more!

  • Handouts for note-taking and following along the presentation slides

  • Quiz at the end of each module to assess mastering of concepts


Mara Shorr

Partner, Shorr Solutions

Mara Shorr, BS, CAC II-XVI is a partner at Shorr Solutions, a national award-winning consulting firm assisting aesthetic medical practices with their operational, administrative and financial health. Bringing more than a decade of marketing and communications experience to her clients, Mara co-led Shorr Solutions to win the prestigious 2018, 2019 and 2021 Best Practice Management Company Awards from The Aesthetic Guide. She served as an editorial board member for DERMASCOPE magazine, writes for numerous aesthetic industry publications, and is a respected speaker for nearly a dozen aesthetic industry conferences every year. In 2019, Mara lectured as an Epionce skincare National Training Advisor and was recognized by The Aesthetic Guide magazine as one of the “Women to Watch” in 2020. From 2017-2022, Mara co-led Shorr Solutions to win the Top Aesthetic Service Company Award from Aesthetic Everything, the largest network of aesthetic professionals in the world.


  • Is this course only for aesthetic medical practices?

    Yes. As award-winning practice management consultants specializing in the aesthetic/cosmetic industry, this is our expertise!

  • Does this course apply to surgical aesthetic medical practices?

    100%! We know that the aesthetic medical industry includes medical spas, facial/body plastic surgery practices, dermatology practices and more. Our step-by-step sales funnel training applies to surgical and non-surgical practices and has been created with both types of practices in mind.

  • Can my team use one login or do I need to purchase the course for each team member?

    Your team can have one login; however, it will not be effective. The course is designed to track the completion of modules and score on quizzes. Because of this, we highly suggest each team member has their own student account and you purchase the course for each team member. Upon your purchase of the course, an email is sent letting you know how you can receive our $100 off discount code for EACH additional team member!

  • Will I be able to complete the course at my own pace?

    Absolutely! The course keeps track of your progress. When you log in to complete the course and need to hop off, you can come back and pick up right where you left off!

  • Which team member should I purchase the course for?

    This course applies to ALL team members. As a step-by-step sales funnel training not just going over marketing/brand awareness and front desk phone/sales skills, we cover how to convert consults to treatments and keeping patients coming back for more! Everyone in the practices should be trained on developing the skills in their roles to attract, convert and retain patients. Thankfully, our course does just that!

  • How long does it take to complete the course?

    The entire course can be completed in 4 hours or less.

  • Will I have lifetime access to the course?

    Yes, you will! Once you purchase the course, you will have access to it FOREVER!