A successful spa or salon can increase revenue by implementing a good Customer Relationship Management (CRM) program. CRM refers to the methods a business uses to communicate with its clients and aims to create a positive and productive relationship. Good CRM helps to build a loyal customer base, generate repeat business, and enhance the brand's reputation. It strengthens the customer and the business bond and benefits both parties. This course will teach you how to interact with clients throughout the service. It covers pre-service instructions and verification, intake and consultation, in-service communication, aftercare instructions, and post-service closure.

Course Curriculum

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  Acknowledgements
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  Learning Objectives
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  Successful Client Management Elements
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  Exceed Client Expectations
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  Client Interactions for Services
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  Summary
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  Congratulations
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You will learn how to:


  • Understand Client Management with a client-centric approach.
  • Interact with clients throughout the service; including pre-service instructions & verification, intake & consultation, in-service communication, aftercare instructions, and post-service close.

Meet Your Teacher: Lori Vargas, MBA, CPA, Health Coach

"My courses are the culmination of the experience that I have obtained over two decades as the owner & operator of multiple spas. My approach integrates theory, technique breakdown, proper body mechanics, business skills, client and retail management, and full protocols to integrate into practice." 

Lori is founder of 360 Wellness Education, offering well-rounded wellness advanced education with over 20 years in the spa sector as founder of multiple spas, massage school, and spa consultant. 14 years with Fortune 500 corporations with a focus on corporate strategy and business development, CPA, and MBA from The University of Chicago. Lori has assisted spas/resorts to find solutions for spa business development and financial growth. Entrepreneur, Author, Adjunct Professor for Spa Management, Consultant, Ironman Triathlete, and Proud Mom. PEACE!

AS WITH ALL CONTINUING EDUCATION, IT IS UNDERSTOOD THAT THE WELLNESS PROVIDER IS RESPONSIBLE FOR VERIFYING THAT THE INFORMATION PROVIDED IN COURSES IS WITHIN THE WELLNESS PROVIDER’S STATE AND/OR LOCAL SCOPE OF PRACTICE AS DEFINED BY LAW. IN ADDITION, COURSE PARTICIPANTS SHOULD BE ADVISED THAT ADDITIONAL TRAINING AND EDUCATION ARE REQUIRED TO BE TRULY PROFICIENT IN ANY TOPIC. ONCE THE COURSE IS COMPLETE AND THE WELLNESS PROVIDER SCORES 70% OR HIGHER ON THE EXAM, THE WELLNESS PROVIDER WILL RECEIVE A CERTIFICATE OF COMPLETION.
360 WELLNESS EDUCATION (SPONSOR LICENSE NUMBER: 190-000725) IS AN APPROVED SPONSOR OF CONTINUING EDUCATION BY THE IDFPR.
THIS REFUND POLICY IS SPECIFIC TO THIS COURSE AND THE INSTRUCTOR. REFUND CONSIDERATION IS AVAILABLE IF LESS THAN 15% OF THE COURSE HAS BEEN COMPLETED AND WITHIN 30 DAYS OF PURCHASE. ONCE 15% OR MORE OF THE COURSE HAS BEEN COMPLETED OR PAST 30 DAYS OF PURCHASE, NO REFUND WILL BE AVAILABLE.

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