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Med Spa Marketing Guide + Free Word and PDF Template

Learn how to market your med spa with a free Word and PDF marketing plan template and a 90-day launch calendar. No email or sign-up needed.

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    You can start marketing your med spa by helping people find you, understand your services, and ask questions. Focus on accurate local listings, a clear website, useful posts, and consistent follow-up with people who agreed to hear from you.

    Use the free medical spa marketing plan template below to put those tasks in order. It includes a 90-day launch calendar. If your practice is already open, use it to review what you have and choose what needs attention.

    How do you market a med spa?

    Market your med spa by making it easy to find, explaining your services honestly, and staying in touch with people who give permission. Start with your Google Business Profile and website. Check your hours, location, clinician details, and contact options. Then choose channels you have time to maintain.

    Set your own goals and a budget you can sustain. Ask how each person found you, and record inquiries and appointments by source. Use that information at your monthly review to decide what to keep, change, or pause.

    Where to start
    ChannelWhat to do firstWhat to track
    Google Business ProfileCheck your details and create a consistent review request process.Profile inquiries and new reviews
    Website and bookingExplain your services and test the appointment request process on your phone.Website inquiries and appointment requests
    Contact list and emailInvite people to subscribe and explain what you will send.Sign-ups, replies, and opt-outs
    Texts with permissionDocument each person's agreement before sending marketing texts.Replies and opt-outs
    Social mediaShare answers to common questions and introduce your clinicians.Inquiries that mention your posts
    Local partnersIntroduce your practice to nearby businesses with a relevant audience.Inquiries that name each partner
    EventsChoose a clear topic and give attendees an optional contact form.Attendance and inquiries mentioning the event
    Patient referralsLet current patients know how to share your public practice information.Inquiries from current patient referrals

    Get your free plan in Word and PDF

    Download Your med spa marketing plan. Edit the Word file or print the PDF. Use the 90-day launch calendar to schedule your tasks, and write your own targets.

    Page 1 cover titled Your med spa marketing plan beside the 90-day launch calendar page.Open PDF in a new tab(opens in a new tab)

    See the cover and your 90-day launch calendar.

    Your planning companion

    Your med spa marketing plan

    About 15 pagesVersion 1.0November 2026
    Download Word (.docx)Open PDF(opens in a new tab)

    Free. No email or sign-up needed.

    Word (.docx) and PDF · 15 pages · Version 1.0, November 2026 · Word 93 KB · PDF 469 KB

    What's inside your plan

    • Goals and numbers to track: Write your targets and decide what to measure.
    • Your brand and voice: Describe your practice in words that sound like you.
    • Your bio, headshot and videos: Plan how you will introduce yourself.
    • Patients, services and offers: Use the offer planner to organize your ideas.
    • Your contact list and consent: Record permissions in your consent log.
    • Online profiles and website: Review the details people need to find you.
    • Reviews and testimonials: Plan how you will request and use feedback.
    • Social media plan: Choose a weekly rhythm you can maintain.
    • Local partners and events: Plan local introductions and events.
    • Your 90-day launch calendar: Schedule tasks across weeks 1 to 13.
    • Monthly review: Compare your notes and choose what to change.

    How do you set goals and a brand before ads?

    Start with what your practice needs and what you can manage. Write your own targets for inquiries and appointments, then choose what you will track. Set a spending limit and allow time to reply. The plan gives you space to make these decisions, without benchmarks or promised results.

    Describe who you serve, which services you offer, and how you want your practice to sound. Keep your clinician credentials and service descriptions accurate. Use the branding guide for med spas to clarify your voice before you write ads. Check that your website and profile details match.

    Your template starts with a cover and instructions, followed by the planning sections. Use the offer planner to write clear terms for any offer you are considering. Take questions about advertising and offers to your attorney or state board before publishing.

    How do you build a contact list with permission?

    Invite people to hear from your practice and record what they agreed to in the consent log. Never use a former employer's patient list. Under the FCC rules on marketing texts (opens in a new tab), marketing calls or texts sent with an autodialer or prerecorded voice need the person's prior express written consent.

    Keep permission to receive messages separate from permission to share patient material. Under the HIPAA authorization rule (opens in a new tab), if your practice is covered by HIPAA, you need the patient's written authorization before using their information or photos in marketing. Keep that authorization with your records.

    Under the CAN-SPAM Act (opens in a new tab), your marketing emails need accurate sender details, honest subject lines, a postal address, and a working opt-out. Honor opt-outs within 10 business days. The plan includes text, email, voicemail, and social post message templates. Adapt them to your practice and the permissions you have.

    Review requests

    Write a consistent request that gives every patient room to share honest feedback.

    Read the medical spa reviews guide →

    What should you post, and how often?

    Choose a weekly rhythm you can maintain alongside patient care. Rotate through common questions, clinician introductions, service explanations, and practical details about visiting your practice. Build a social media plan for your med spa around questions you already hear. Keep each post focused on a clear point.

    Pick a platform you have time to maintain, such as Instagram or Facebook. Use the guide on how often to post on social media to think through your schedule. Prepare posts together when you have time, and leave room to answer questions without discussing anyone's care in public.

    Use before and after photos only with written consent for the intended use. Do not retouch them. Keep lighting, angles, and framing consistent, and describe the context accurately. Avoid suggesting that someone else's outcome predicts a reader's outcome. Your plan's weekly rhythm gives you a place to organize these posts.

    Local outreach

    Considering mail for your neighborhood? Start with a clear audience and message.

    Read the direct mail guide →

    How do you ask for reviews within the rules?

    Ask every patient the same way, without screening by satisfaction. Under the FTC rule on consumer reviews (opens in a new tab), you may not write or buy fake reviews, give incentives conditioned on a positive or negative review, or suppress negative reviews while presenting the rest as all reviews.

    Google's review policy (opens in a new tab) does not allow asking only satisfied patients for reviews or offering anything in exchange for a review. Use a neutral request that welcomes honest feedback. When you reply publicly, avoid confirming that someone is a patient or discussing their care.

    The FTC Endorsement Guides (opens in a new tab) require clear disclosure when you give payment or free or discounted treatment to someone who posts about you. Make that disclosure easy to notice in the post. Review the wording with the person before publication.

    How do you plan and review your first 90 days?

    Your 90-day launch calendar covers weeks 1 to 13, starting 3 weeks before opening. Use it to schedule the tasks you choose for profiles, your website, outreach, posts, partners, and events. If you are already open, adapt the calendar around your next planning period.

    Ask each new inquiry how they found you and record the source consistently. Compare inquiries and appointments with the time and money you put into each channel. Keep an unknown source category rather than guessing. Your monthly review is a chance to decide what deserves more attention.

    Review your notes against the targets you wrote, then adjust the next month's tasks. Use the closing page to gather questions for your attorney or state board, including questions about offers, referrals, photos, and outreach. Keep unresolved ideas out of your published marketing until you have answers.

    Cover of Your med spa marketing plan.

    Put it on paper

    Download the free Word and PDF plan and choose your next task.

    Your next step

    What does your practice need next?

    Practice operations

    If your med spa is operating, talk with Portrait about practice software and supplies.

    Book Intro Call →

    Review requests

    Learn how to ask for more med spa reviews with a consistent, respectful process.

    Read the reviews guide →

    Related reading

    Patrick Blake, MD, FAAD

    Medical review

    reviewed this article for medical and regulatory accuracy. He is a board-certified dermatologist, Fellow of the American Academy of Dermatology, and co-founder and Chief Medical Officer at Portrait. His training includes Cleveland Clinic Lerner College of Medicine, research at the National Institutes of Health as a Howard Hughes Medical Institute research scholar, and dermatology residency at UT Southwestern.

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