Choose a med spa marketing agency by how well it understands your appointment goals and the work required to reach them. A useful proposal explains the service being promoted, the audience and market, the creative plan, the enquiry handoff and the full investment.
An attractive portfolio is helpful, but it does not show what happens when your front desk is busy or when a prospective client asks a question before booking. Those details determine whether marketing produces useful conversations for the business.
Give the agency a specific business brief
Start with a treatment or consultation category that your team can accommodate. Tell the agency which location, provider availability and appointment types matter. Explain whether the current problem is too few enquiries, poor contact rates, low bookings or missed consultations.
Include your practical constraints. If a particular provider only works on two days, advertising unlimited availability creates a problem for reception. If your team cannot produce new footage every week, the creative plan should reflect the material you can actually supply.
A clear brief might be: “We want more first-time consultations for one service at our main location. We have available appointments, but current enquiries often arrive after reception closes.” That gives the provider something concrete to investigate.
Match the agency’s service to the gap
Some agencies concentrate on websites and local search. Others manage Meta advertising, creative production or follow-up systems. Ask who performs each part of the work and what is outside the agreement.
| Situation at your med spa | Question to ask |
|---|---|
| Few suitable enquiries | How will you choose the offer and acquisition channel? |
| Enquiries but few conversations | Who owns the first response and contact process? |
| Conversations but few bookings | How will you investigate unanswered questions and availability? |
| Bookings but poor attendance | How will you review expectations and the reminder process? |
| An outdated brand presentation | Which specific creative and website changes are included? |
The agency should explain why its proposed work fits the problem. A long list of deliverables is not evidence that you need all of them.
Ask to see the reporting before signing
Request a sample report with invented or properly anonymized data. You should be able to understand what the business spent, what enquiries arrived and how far those people progressed.
Clicks, impressions and cost per lead can help explain campaign delivery. They cannot tell you whether the clinic’s appointment calendar improved. Ask the provider to distinguish a form submission, a successful conversation, a confirmed consultation and an attended visit.
Agree on how duplicates, wrong numbers, existing clients and rescheduled appointments will be counted. Also agree who supplies attendance information. If the practice does not update outcomes, the agency cannot reliably report them.
Avoid importing sensitive clinical information into advertising tools to make a report look more complete. Use a measurement process that the business has reviewed for its requirements and the platforms involved.
Evaluate creative for trust as well as attention
Ask how the agency will explain your service without exaggerated treatment promises. The advertisement, landing page and first conversation should describe the same next step.
For a premium med spa, useful creative may explain the consultation, introduce the real team or show the setting with appropriate permissions. It does not need to imitate another clinic’s before-and-after claims. Stock images can illustrate a setting, but should not be presented as your clients or your treatment results.
Confirm the approval process for provider credentials, treatment descriptions, pricing, testimonials and patient photos. The American Med Spa Association’s marketing resource highlights that medical spa promotion involves legal and professional considerations. The responsible clinical and legal advisers should review the actual material for your services and location.
Understand the management fee and the media budget
Separate the agency fee from the amount spent with the advertising platform. Then list setup, original production and any other agreed work. Ask what changes when you add a market, location or service.
Planet Ads Advertising starts at $1,500 per month or 15% of monthly ad spend, whichever is higher, plus a one-time $1,500 Ads setup fee. Meta ad spend is separate and paid directly to Meta. Normal variations using existing or supplied assets are included in management. Major original production is quoted separately.
Those published starting terms are a basis for discussion, not a claim that every med spa needs the same scope. See pricing and the med spa advertising budget guide for a clearer planning breakdown.
Agree on lead follow-up before the first campaign
Decide where enquiries arrive and who is responsible for each response. If your team handles the calls, establish realistic coverage and a way to record the outcome. If you want automation, confirm exactly which channels, permissions and booking actions are included.
Ask what happens when someone wants a clinical answer, a particular provider or a consultation outside the available schedule. These are ordinary enquiries that need clear ownership. Sending repeated generic reminders is not a substitute for answering the question.
Use the med spa follow-up guide to prepare the workflow. If calls are the gap, evaluate AI Reception for med spas as a separate service with its own operating boundaries.
Check ownership and the exit process
Clarify access to advertising accounts, domains, landing pages and reporting. Ask which creative assets you can continue using and how enquiry records are handled when the agreement ends.
Your practice should understand how media spending is approved and who can change a campaign. Avoid a setup in which essential access depends on one individual being available. Put the transition process in writing before it becomes urgent.
Use a pilot to learn something specific
A 2-month pilot should have a defined service, market, scope and review process. During preparation, check approvals, tracking and the enquiry route. After launch, review actual questions and appointment outcomes alongside campaign performance.
At the review, separate what has been demonstrated from what is still uncertain. A small number of enquiries does not justify a precise long-term revenue forecast. Some people may book later, so continue tracking the original group after the initial review period.
Ask what the provider would change next and why. A good working relationship makes that decision easier to understand, even when the answer is to improve reception or the offer before increasing ad spend.
Questions to take into your next agency call
Bring your priority service, current capacity and available enquiry figures. Ask the agency to explain its first action, the complete cost and how you will judge progress. Request the scope, reporting definitions and account access arrangements in writing.
For the wider acquisition plan, read the Meta ads guide for med spas. To discuss a defined Advertising or AI Reception scope, tell Planet Ads about your business.