Skip to content
082: Is Your CRM Working? episode artwork

Jul 28, 2026 26 min

082: Is Your CRM Working?

from Med Spa Marketing Group Chat

Kevin, Andrea, and Mitch break down what a CRM actually does for a med spa, why it matters, and where practices often misunderstand the tool. A CRM is more than a database. It manages the patient journey from awareness to lead capture, booking, visit, retention, and referral, while helping teams understand where their marketing dollars are really working. They explain why a CRM can feel like a chore or even like "Big Brother" if the team does not understand how their daily inputs connect to the bigger picture. But when the system is set up correctly and used consistently, it becomes a way to track attribution, measure return on ad spend, improve follow-up, protect the patient journey, and create better collaboration between marketing and operations. The conversation also covers automation, missed call text-back workflows, lapsed patient campaigns, offer attribution, CRM-to-EMR integration, and why technology still needs human ownership to be effective. RESOURCES: https://www.partnerwithalpha.com/goodies LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/ WATCH THE FULL EPISODE ON YOUTUBE: https://youtu.be/kuP9eavbizk FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

082: Is Your CRM Working?

0:00 26:35

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

Wild WinsDay Wild WinsDay Pump the hump with WILD WINSday 🐪💪: Your 3-minute weekly video boost for leadership, sales, marketing, and business breakthroughs to WIN the day! The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str Capital Ideas podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures. Growth Triggers: Content Marketing & AI Luis Diaz Discover how to use your podcast to generate leads, sales, and influence in any market. On this show Luis shares his best tested and proven secrets, tips, and strategies from launching over 300 podcasts in over a dozen different niches and generating over 59 Million Downloads for his clients. Learn how to increase your podcast listenership, create multiple new revenue streams with your podcast, sell more of your core offer and build a show that gives you leverage and authority in your space. From picking the right monetization strategy for your podcast to learning how to position your podcast in a crowded market on Apple and Spotify; this is show is the ultimate marketing and sales resource for online business owners who want to know what works with podcasting. Get in touch over on Instagram <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.instagram.com/luisr

Frequently asked questions

How long is this episode of Med Spa Marketing Group Chat?

This episode is 26 minutes long.

When was this Med Spa Marketing Group Chat episode published?

This episode was published on July 28, 2026.

Can I download this Med Spa Marketing Group Chat episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.