How To Collect Case Studies
Consistently collecting case studies for your med spa comes down to 2 things:
Systems
Incentives
This training will show you how to set up both:
1) Case Study Collection System
Remember, an effective medical spa case study contains the following:

Follow the steps below to collect everything you need for an effective case study:
Step 1: Find & Collect B\&A Photos
Before collecting new B\&A photos, you should first go through your list of patient records to find your BEST transformations.
Ideally, you want transformations that result from a combination of treatments.
This highlights the benefits of combination therapy and the importance of multiple treatments for optimal results.
If you only have single treatment results, that's ok, but strive to collect combination treatment B\&A photos in the future.
If you only have before photos, contact patients to bring them back in for after photos and offer a free or discounted treatment as an incentive.
To collect new B\&A photos for each patient, follow our Welcome Sequence training.
PRO TIP: To get started as quickly as possible, start with your own B\&A photos and create a case study for yourself. Not only is this an easy way to get started, but it also shows you walk the talk and use your treatments. Once you have a case study for yourself, you can collect case studies from your staff as well.
Step 2: Collect Google Reviews from B\&A Photo Patients
For every successful before and after photo you find, ask for a Google review from that patient.
Visit our How To Collect Google Reviews training for further instructions on how to do this.
Step 3: Interview Clients Or Get A Video Testimonial
Follow our Testimonial & Interview SOP for instructions on this!
Create a copy of our Case Study Tracker to track your case studies as you collect them!
Step 4: Add Case Studies To Master Appointment Funnel
Visit the Add Case Studies To Funnel training for instructions on adding your new case studies to your Master Appointment Funnel.
2) Case Study Collection Incentives
The best way to ensure your staff consistently collects case studies is to incentivize them for each case study created.
Here's what we recommend:
$250 for each completed case study
A completed case study contains:
B\&A photo
Google review
Client interview or video testimonial
Writeup
You can also provide a partial incentive, such as $150, until the interview/video is collected, as sometimes they are more difficult to collect from clients.
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