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Skin Care Institute · 5/60 live
Having content → Pending approval (ops) → Campaign pending (name + link in data when required) → Live, or Manual for staff-send templates. Rows in touchpointVerification.ts show Live once templates exist. On hold overrides.
Stage | Name | Type | Timing | Platform | Purpose | Subject / SMS Body | Offer | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| 📅Appointment | Appointment Confirmation Email | zenoti | Immediate (on booking) | Zenoti | Confirms booking details, provides appointment information, and introduces membership benefits. | Your Appointment Is Confirmed. | - | Live | |
| 📅Appointment | Appointment Confirmation SMS | zenoti | Immediate (on booking) | Zenoti | Confirms booking, provides reassurance, reduces no-shows by establishing commitment. | [FirstName], thanks for booking your appointment at [OrgName]. We'll see you on [AppDate] by [StartTime]. [CenterPhone] Please note: For a more efficient check-in experience, we kindly ask that you arrive 15 minutes early to complete the necessary consent and treatment forms. If your appointment is virtual, please use this link: [ServiceNameVideoLinkList] | - | Live | |
| 📅Appointment | Appointment Reminder Email (72 Hours Before) | zenoti | 72 Hours Before | Zenoti | Early heads-up so patients can plan, review prep, and reschedule if needed before the 24-hour reminder. | Reminder: Your Skin Care Institute visit is in 3 days | - | Live | |
| 📅Appointment | Appointment Reminder Email | zenoti | 24 Hours Before | Zenoti | Reduces no-shows with preparation instructions and appointment details. Gives time for rescheduling. | Your Appointment is Tomorrow. | - | Live | |
| 📅Appointment | Appointment Reminder SMS | zenoti | 24 Hours Before | Zenoti | Reduces no-shows with timely reminder. Allows time for rescheduling if needed. | Friendly Reminder: Your Skin Care Institute appointment is tomorrow at [StartTime]. Let us know if you need anything beforehand. We look forward to seeing you! | - | Live | |
| 🎯Lead Nurturing | Welcome Email (Form Submission) | ghl email | Immediate | GHL | Default welcome for web form leads. Establishes brand relationship, sets expectations for next steps, and provides immediate booking option. | Welcome to Skin Care Institute | - | Campaign pending | |
| 🎯Lead Nurturing | Welcome Email (Missed Call) | ghl email | Immediate | GHL | Apologetic tone for returned missed calls. Acknowledges the missed connection and offers easy scheduling. | Let's Get You Scheduled at Skin Care Institute | - | Campaign pending | |
| 🎯Lead Nurturing | Welcome Email (Chat Bot) | ghl email | Immediate | GHL | Thanks for chatting follow-up tone. Confirms receipt of chat inquiry and outlines next steps. | Thanks for Reaching Out to Skin Care Institute | - | Campaign pending | |
| 🎯Lead Nurturing | Welcome SMS (Form Submission) | ghl sms | Immediate | GHL | Instant acknowledgment for web form leads. Provides immediate response and opens two-way communication. | Thanks for contacting Skin Care Institute! We've received your request. Have a quick question or want to book now? Just reply and we'll take care of you. | - | Campaign pending | |
| 🎯Lead Nurturing | Welcome SMS (Missed Call) | ghl sms | Immediate | GHL | Apologetic acknowledgment for missed calls. Notes weekday hours for live reach-out while SMS replies work anytime. | Sorry we missed you! This is Skin Care Institute. Reply anytime—reach us 9a-5p Tuesday through Friday for booking or questions. {{trigger_link.G3TnTDb5rUN1ksUn8KQf}} https://skincare.zenoti.com/webstoreNew/services/96418dfd-d3ae-469d-8c96-d4b517f492b1?utm_source=ghl-sms&utm_medium=welcome-sms | - | Campaign pending | |
| 🎯Lead Nurturing | Welcome SMS (Chat Bot) | ghl sms | Immediate | GHL | Acknowledgment for chatbot inquiries. Confirms receipt and keeps communication open. | Thanks for chatting with us at Skin Care Institute! We've received your request and will reach out shortly. Have questions now? Just reply! | - | Campaign pending | |
| 🎯Lead Nurturing | Follow-Up SMS | ghl sms | +24 Hours | GHL | Second touchpoint if no response. Offers assistance and keeps conversation warm. | Hi! Checking in from Skin Care Institute-do you have any questions about treatment options or scheduling? Reply YES and we'll reach out to help. | - | Campaign pending | |
| 🎯Lead Nurturing | Still Interested Email (Form) | ghl email | Day 6 | GHL | General follow-up for form submission leads. Gentle nudge with helpful tone, offers multiple ways to connect. | Still Interested in Skin Care Institute? | - | Campaign pending | |
| 🎯Lead Nurturing | Still Interested Email (Missed Calls) | ghl email | Day 7 | GHL | Urgency-based follow-up for missed call leads. Creates FOMO with limited availability messaging. | A Few Spots Just Opened Up | - | Campaign pending | |
| 🎯Lead Nurturing | Still Interested Email (Answered Calls) | ghl email | Day 7 | GHL | Personalized follow-up for answered call leads. Offers to hold a spot as a courtesy. | Want Us to Hold a Spot for You? | - | Campaign pending | |
| 🎯Lead Nurturing | Still Interested Email (Chat Bot) | ghl email | Day 4 | GHL | Quick follow-up for chatbot leads. Ready to schedule tone with easy booking path. | Ready to Schedule Your Appointment? | - | Campaign pending | |
| 🎯Lead Nurturing | Still Interested SMS (Form) | ghl sms | Day 4-7 | GHL | Final SMS nudge for form leads before sequence ends. Direct and simple call-to-action. | Still interested in an appointment at Skin Care Institute? We'd love to help you get scheduled. Just reply here. | - | Campaign pending | |
| 🎯Lead Nurturing | Recap SMS (Answered Calls) | ghl sms | Immediate (Manual) | GHL | Recap conversation and provide booking link. Sent manually by CGT after answered call that didn't result in booking. | Great speaking with you! Here's the link to book your appointment at Skin Care Institute whenever you're ready: {{BOOKING_URL}} | - | Campaign pending | |
| 🎯Lead Nurturing | Still Interested SMS (Answered Calls) | ghl sms | Day 4 | GHL | Still interested nudge with new patient offer for answered-call leads. | Checking in from Skin Care Institute! If you're still considering treatment, we'd love to help. New patients may qualify for an introductory offer-reply for details. | - | Campaign pending | |
| 🎯Lead Nurturing | Still Interested SMS (Missed Calls) | ghl sms | Day 4 | GHL | Still interested nudge specific to missed-call leads. | Still thinking about your appointment at Skin Care Institute? Reply here and we'll help you get scheduled. | - | Campaign pending | |
| 🎯Lead Nurturing | Any Questions SMS (Chat Bot) | ghl sms | +24 Hours | GHL | Check-in with chatbot leads to answer questions and reduce friction to booking. | Just checking in from Skin Care Institute. Do you have any questions about treatments or booking? We're here to make this simple and stress-free. | - | Campaign pending | |
| 🎯Lead Nurturing | Still Interested SMS (Chat Bot) | ghl sms | Day 7 | GHL | Final still-interested nudge for chatbot leads before sequence ends. | Still interested in booking at Skin Care Institute? We'd love to help you get started. Just reply here. | - | Campaign pending | |
| 🔄Maintenance Reminders | Neurotoxin Maintenance Email (Day 75) | ghl email | Day 75 | GHL | Early reminder before Neurotoxin wears off. Educates on why timing matters for maintaining smooth, refreshed results. | Ready for Your Next Neurotoxin Appointment? | - | Campaign pending | |
| 🔄Maintenance Reminders | Neurotoxin Maintenance Email (Day 90) | ghl email | Day 90 | GHL | Urgent reminder - Botox is wearing off. Direct CTA to rebook and maintain results. | Time to Refresh Your Botox? | - | Campaign pending | |
| 🔄Maintenance Reminders | Filler Maintenance Email (Month 9) | ghl email | Month 9 | GHL | Early reminder to maintain filler results. Educates on why timing matters for best contour and volume. | It's Time to Maintain Your Filler Results | - | Campaign pending | |
| 🔄Maintenance Reminders | Filler Maintenance Email (Month 12) | ghl email | Month 12 | GHL | Urgent reminder - fillers are fading. Direct CTA to rebook and restore volume. | Ready to Refresh Your Fillers? | - | Campaign pending | |
| 🔄Maintenance Reminders | Microneedling Maintenance Email (Week 3) | ghl email | Week 3 | GHL | Early reminder to continue microneedling series for cumulative results. | Time for Your Next Microneedling Session | - | Campaign pending | |
| 🔄Maintenance Reminders | Microneedling Maintenance Email (Week 4) | ghl email | Week 4 | GHL | Time-sensitive reminder - maximize results by staying on schedule with your microneedling series. | Keep Your Skin Progress Going | - | Campaign pending | |
| 🔄Maintenance Reminders | Facial Maintenance Email (Week 4) | ghl email | Week 4 | GHL | Early reminder to refresh skin with next facial. Maintains healthy glow and complexion balance. | Time for Your Next Facial | - | Campaign pending | |
| 🔄Maintenance Reminders | Facial Maintenance Email (Week 5) | ghl email | Week 5 | GHL | Time-sensitive reminder - keep your healthy glow going by booking your next facial. | Let's Keep Your Skin Glowing | - | Campaign pending | |
| 🔄Maintenance Reminders | Neurotoxin 90-Day Reminder SMS | ghl sms | Day 75 | GHL | Catch customers before Neurotoxin fully wears off for seamless maintenance. | Time to refresh your Neurotoxin results! Spots fill up fast. Reply to book your next appointment at Skin Care Institute, or book here: {{trigger_link.k5G2PwEAcAwEzE3TgRo2}} | - | Campaign pending | |
| 🔄Maintenance Reminders | Filler 9-12 Month SMS | ghl sms | Month 9 | GHL | Long-cycle reminder for filler maintenance before results fully fade. | Your fillers are almost ready for a touch-up! Reply to book your next visit at Skin Care Institute. | - | Campaign pending | |
| 🔄Maintenance Reminders | Microneedling 4-6 Week SMS | ghl sms | Week 3 | GHL | Keep microneedling series on track for cumulative results. | Ready for your next microneedling session? Reply and we'll get you booked. | - | Campaign pending | |
| 🔄Maintenance Reminders | Facial 4-6 Week SMS | ghl sms | Week 4 | GHL | Regular facial maintenance reminder for ongoing skin health. | Ready for your next facial at Skin Care Institute? Reply to book! | - | Campaign pending | |
| ✍️Manual Templates | Consult Follow-up Email | manual | Manual (after non-booked consult) | Manual | Personal follow-up after consultation that didn't result in booking. References specific treatments discussed. | Following Up on Your Consultation | - | Manual | |
| ✍️Manual Templates | Non-Booked Consult Day 7 Email | manual | Day 7 (Manual by Provider) | Manual | Follow-up check-in on treatment goals a week after consultation. Keeps the door open with gentle, supportive tone. | Checking In on Your Treatment Goals | - | Manual | |
| ✨Post-Treatment | Wellness Check Email | zenoti | Within 24 Hours of Invoice Close | Zenoti | Shows care for patient wellbeing. Provides aftercare support and opens channel for questions or concerns. | How Are You Feeling After Your Visit? | - | Campaign pending | |
| ✨Post-Treatment | Wellness Check + Review SMS | zenoti | Within 24 Hours of Invoice Close | Zenoti | Check on patient wellbeing and request review while experience is fresh. | Hope you're feeling great after your visit to Skin Care Institute! Questions? Reply here. Enjoyed your experience? We'd love a review: {{REVIEW_LINK}} | - | Campaign pending | |
| ✨Post-Treatment | Referral Invitation Email | zenoti | After 5-star review OR 2nd visit | Zenoti | Leverage satisfied customers for referrals. Dual reward structure incentivizes both parties. | Share the Glow | Offer | Campaign pending | |
| 🔁Recovery | No-Show SMS (2 Hours) | zenoti | 2 Hours After No-Show | Zenoti | Immediate outreach while appointment is still fresh. Non-judgmental tone. | We missed you today! You can easily reschedule your appointment at Skin Care Institute-reply and we'll help. | - | Campaign pending | |
| 🔁Recovery | No-Show Recovery Email | zenoti | 24 Hours After No-Show | Zenoti | Formal follow-up with easy rescheduling options. Understanding tone, no guilt. | Let's Get You Rescheduled | - | Campaign pending | |
| 🔁Recovery | No-Show SMS (Day 7) | zenoti | Day 7 | Zenoti | Final gentle nudge with simple call-to-action. | Want to reschedule? We'd love to see you again. Reply here and we'll get you booked. | - | Campaign pending | |
| 💎Retention & Win-Back | Reactivation Email (Month 6)Overdue · 1 / 14d | ghl email | Month 6 | GHL | "We miss you" - Soft touch to re-establish contact without pressure or offer. | We Miss You at Skin Care Institute | - | Campaign pending | |
| 💎Retention & Win-Back | Reactivation Email (Month 9)Overdue · 1 / 14d | ghl email | Month 9 | GHL | Offer-based incentive - 10% off to encourage return visit. | A Special Offer to Welcome You Back | Offer | On hold | |
| 💎Retention & Win-Back | Reactivation Email (Month 12)Overdue · 1 / 14d | ghl email | Month 12 | GHL | Strong offer + urgent CTA - Final email before outbound call attempt. | We'd Love to Welcome You Back | Offer | On hold | |
| 💎Retention & Win-Back | Reactivation SMS (Month 6) | zenoti | Month 6 | Zenoti | Soft touch to re-establish contact without pressure. | We miss you at Skin Care Institute! Ready to schedule your next visit? Reply here. | - | Campaign pending | |
| 💎Retention & Win-Back | Reactivation SMS (Month 12) | zenoti | Month 12 | Zenoti | Strong offer-based message for long-lapsed customers. | We'd love to welcome you back! Enjoy 10% off your next treatment or service. Reply to book. | Offer | On hold | |
| 💎Retention & Win-Back | Unused Package EmailOverdue · 1 / 14d | zenoti | Month 2, 4 (after inactivity) | Zenoti | Remind customers about remaining package sessions. Protects revenue and encourages completion. | You Still Have Sessions Waiting | - | Campaign pending | |
| 💎Retention & Win-Back | Unused Package SMS (Month 2) | zenoti | Month 2 | Zenoti | Quick reminder about unused sessions with easy booking path. | Hi {{contact.first_name}}, you still have sessions in your package! Ready to keep those great results going? Book here: {{LINK}} | - | Campaign pending | |
| 💎Retention & Win-Back | Unused Package SMS (Month 4) | zenoti | Month 4 | Zenoti | Second reminder for unused package sessions. Offers help booking remaining sessions. | Hi {{contact.first_name}}, want help booking your remaining sessions? We'd love to see you. Book here: {{LINK}} | - | Campaign pending | |
| 💎Retention & Win-Back | Unused Gift Card Email (Day 30)Overdue · 1 / 14d | zenoti | Day 30 | Zenoti | Initial gift card reminder. Gentle nudge to use balance with popular treatment suggestions. | Your Gift Card is Waiting for You | - | Campaign pending | |
| 💎Retention & Win-Back | Unused Gift Card Email (Day 90)Overdue · 1 / 14d | zenoti | Day 90 | Zenoti | Support-focused reminder. Offers consultation help for choosing the right treatment. | Need Help Choosing a Treatment? | - | Campaign pending | |
| 💎Retention & Win-Back | Unused Gift Card SMS (Day 45) | zenoti | Day 45 | Zenoti | Simple reminder that gift card is waiting to be used. | Hi {{contact.first_name}}, your gift card is ready to be used. Treat yourself to something you'll love. Book here: {{LINK}} | - | Campaign pending | |
| 💎Retention & Win-Back | Unused Gift Card SMS (Day 120) | zenoti | Day 120 | Zenoti | Final gift card reminder with complimentary add-on incentive to drive booking. | Hi {{contact.first_name}}, your gift card is still active. Book now and enjoy a complimentary skincare add-on with your visit: {{LINK}} | Offer | Campaign pending | |
| 📈Upsell Paths | Neurotoxin→Fillers: Education Email | ghl email | Day 30 (post Neurotoxin) | GHL | Educate Neurotoxin patients about filler benefits. Neurotoxin relaxes muscles, but filler restores lost volume. | Your Personalized Filler Recommendations | - | Campaign pending | |
| 📈Upsell Paths | Neurotoxin→Fillers: Book Consultation Email | ghl email | Day 60 (post Neurotoxin) | GHL | CTA to book filler consultation. Final nudge in the Neurotoxin-to-Filler upsell sequence. | Ready to Enhance Your Results? | Offer | Campaign pending | |
| 📈Upsell Paths | Fillers→Microneedling: Education Email | ghl email | Day 30 (post Filler) | GHL | Educate filler patients on microneedling to complement volume restoration with skin texture improvement. | See Filler + Microneedling Transformations | - | Campaign pending | |
| 📈Upsell Paths | Fillers→Microneedling: Book Series Email | ghl email | Day 60 (post Filler) | GHL | CTA for microneedling series booking. Final conversion push in the Filler-to-Microneedling sequence. | Ready to Elevate Your Results? | - | Campaign pending | |
| 📈Upsell Paths | Weight Loss→Body: Education Email | ghl email | Day 30 (post Weight Loss) | GHL | Educate weight loss patients about body contouring and facial volume restoration after weight loss. | Restore Volume After Weight Loss | - | Campaign pending | |
| 📈Upsell Paths | Weight Loss→Body: Book Consultation Email | ghl email | Day 60 (post Weight Loss) | GHL | CTA to book body contouring or facial contour consultation after weight loss. | Ready for the Next Step? | - | Campaign pending |