Digital Marketing

Step-By-Step Guide To Creating Your Own Simple Med Spa Marketing Plan

By Just Digital Team
Medspa Marketing Plan Step By Step Guide To Creating Your Own Plan

We’ve covered med spa marketing in a number of our blogs recently, helping you figure out your med spa web design needs as well as how to get more patients through the door. We’ll now guide you on how to prepare to grow with a med spa marketing plan.

In recent years, medical spas have grown in popularity, with many individuals visiting them for a variety of treatments and operations. Most people are unaware of what a medical spa is and how it varies from a conventional spa, as many med spa owners and personnel can attest.

As a result, many med spas may be losing revenue to people who have no understanding of what services med spas provide or how they may benefit from visiting them. This is why it’s crucial to think carefully about marketing and how you can effectively implement your marketing strategies.

Here’s the thing, you can’t just immediately start marketing. You’ll probably end up feeling lost or confused, you might not even know where to start. Trying to market your business on a whim is never a good idea. You need a plan and a good plan at that. This is where your med spa marketing plan comes in.

In this post, we’re going to teach you how to create your own simple med spa marketing plan that will help you successfully gain new clients.

What is a marketing plan?

What is a marketing plan

Simply said, a marketing plan helps you to comprehend the what, when, why, and how of all your marketing strategies.

The purpose of a marketing plan is to document and organize your tactics and strategies. This can help keep you on track and evaluate how effective your efforts are.

“A goal without a plan without a plan is just a wish.”

Writing your med spa marketing plan can help you define and determine your campaign goals, customer personas, marketing budget, strategies, and deliverables.

Your marketing plan helps you stay on track with your campaigns, identify what works and what doesn’t, and help analyze the strategy’s performance. All of this would be a lot easier to juggle if all of your data was in one place.

An excellent marketing plan also helps in explaining the “overall” agenda and the different techniques involved to your marketing staff. Lastly, a marketing plan helps you track the performance of your campaigns.

Marketing strategy VS. Marketing plan

Marketing Strategy vs Marketing Plan

A marketing strategy explains how your business may accomplish a certain goal or objective. This includes the promotions, content, platforms, and marketing tools you’ll utilize to execute and track your goals.

Meanwhile, a marketing plan includes one or more campaign strategies. It acts as a framework for all of your marketing strategies, helping you to connect them to a larger marketing operation and business goal.

If you’re planning to incorporate digital marketing into your medical spa marketing strategy to increase brand awareness and gain new clients, you’re going to have to create a marketing plan to help expose your med spa to the industry and its target market. Then you will need to create marketing strategies within this plan to execute how you can achieve your goal.

Are you now able to recognize the difference between a marketing strategy and a marketing plan?

How thorough you want your marketing plan to be is entirely up to you. Nonetheless, each marketing plan must go through several steps to be created.

Types of marketing plan

Types of marketing plan

Depending on your business, you may utilize a variety of marketing plans. The most common type of marketing plans are:

Quarterly/annual marketing plans:

This focuses on the strategies or campaigns you’ll run over a set period.

Social media marketing plan:

This plan will outline the platforms, strategies, and promotions you’d like to conduct on social media.

Paid marketing plan:

Native ads, PPC, and paid social media campaigns may well be part of this plan. Any strategy that’s related to paying a certain amount.

Product launch marketing plan:

This plan will act as a road map for the marketing techniques and strategies you employ to promote your new product.

Content marketing plan:

This plan might comprise a variety of strategies, tactics, and campaigns that call for you to use content to promote your business or product.

Why you need a med spa marketing plan

Why you need a medspa marketing planGiven the niche services offered by med spas, some individuals question if med spa marketing is truly essential. The quick answer is that medical spas, like any other business, should market themselves. Some would even argue that it’s more vital because of the niche services provided.

Many people will continue to be unaware of the benefits of medical spas over conventional spas if they are not informed about them through marketing, which is one of the primary reasons why medical spa marketing is so crucial.

To make the most of these marketing efforts, you need to have a solid plan that you can go back to whenever you feel frustrated with your marketing efforts. You can easily pinpoint what you’re doing wrong then adjust, and you can see which parts of your med spa marketing plan are working well for you.

Although having a versatile and comprehensive marketing plan is essential for your med spa’s growth, developing a progressive strategy should always come first. To compete, grow, and flourish, your med spa will need to develop a proactive medical spa marketing plan.

Your medical spa marketing plan is a crucial part of your overall strategy. It should have all of the components necessary to consistently promote your business.

A med spa marketing plan is necessary for a variety of reasons, including the following:

It states your vision and mission

If you don’t have a vision and mission statement for your medical spa, you’ll be at a major disadvantage. These two primary principles will function as your work’s compass.

It indicates (specifically) what you want to accomplish

Any med spa should set achievable business goals. It’s also crucial to go through them frequently. These objectives must be specific, precise, and time-bound.

It identifies who your target market is

You need to identify who your clients are, what they’re interested in, and how you can customize your marketing plan to catch their attention. You should also be able to pinpoint who your competitors are, find out their strengths and weaknesses, and whether or not they are meeting the demands of the market.

It serves as a guide for putting clever marketing strategies into action

It is not hard to develop effective strategies and proactive ideas to support the business’ success. However, you’ll need to keep track of them, distribute them to specific team members, and establish reasonable timeframes for them to be completed.

It outlines what makes your med spa unique

A marketing plan not only assists you in defining your target demographic but also assists your clients in comprehending why they should choose your medical spa and what makes your services unique.

Step By Step Guide To Creating Your Own Simple Med Spa Marketing Plan

Create your own medspa marketing plan

So, where do you start when developing a med spa marketing plan? Follow these steps:

Step 1: Analyze your situation

SWOT analysis

A sensible plan begins with the question, “Where are we now?”

The first section of your med spa marketing plan should introduce your business and its products or services before demonstrating how the advantages you offer help to set you apart from the competition. This is what we refer to as a “situation analysis.”

Start by making a simple SWOT analysis of your company’s strengths, weaknesses, opportunities, and threats in your situation analysis. The terms “strengths” and “weaknesses” refer to internal factors within your company, whilst “opportunities” and “threats” allude to external factors.

To evaluate your company’s strengths, consider how your med spa’s products/services are better than your competitors. What services do you provide that give your company a competitive edge?

Next, outline any external opportunities you might be able to take advantage of, such as growing demand for your product/service. Remember to include any external threats to your company’s potential to increase market share so that the next sections of your strategy may outline how you’ll deal with them. Weaknesses might range from operating in a crowded market to a lack of skilled employees.

Your next step is to learn how to position your business. Follow these two steps to be able to position your business. Start by examining your services’ benefits and determine how they’re different from your competition. Second, determine which customer type is most likely to try your services. What exactly are you trying to sell?

Answering questions like these should assist you in determining what your clients want.

Step 2: Identify your target market

Customer Persona template

Target audiences have become more fragmented and specialized. Regardless of your business, the competitive positioning of your product or service necessitates knowledge of your niche market. Not only must you be able to articulate what you sell, but you must also be aware of what your competition has to offer and be able to demonstrate how your product or service is superior.

The second step of your marketing plan entails that you know who your target audience is. You can start defining your target audience once you’ve gained a deeper insight into the current market and your company’s situation.

If your business already has buyer personas, this stage might simply need you to refine them. But if you don’t, it’s time to create your buyer personas! Take note: this stage is gonna require you to do some market research.

Demographic data such as age, gender, and income should be included in your buyer persona. This should also incorporate psychographic information such as pain points and aspirations. What motivates your target audience? What are the issues that your product or service can help them with?

Whoever your target audience is, be sure to identify them accurately in this section since it will serve as a guide for your marketing campaigns and strategies. This information will help you clarify your goals once you’ve written them down, which leads us to step three.

Step 3: List your S.M.A.R.T goals

SMART GoalsWhat do you hope to achieve with your marketing plan? Are you aiming for a 50% increase in quarterly sales of your business? Or do you just want to gain 5,000 followers on Instagram? Make a short list of goals — and make them quantifiable so you can see how far you’ve progressed.

If you’re having trouble coming up with goals, here’s a starting point: S.M.A.R.T Goals. SMART goals are:

  • Specific – If your goal is specific, you have a higher chance of attaining it. Increasing sales isn’t a specified objective; however, raising $30,000 at the end of the second quarter is.
  • Measurable – A SMART goal must-have metrics for monitoring progress. You won’t be able to measure your progress or decide if you’re on pace to meet your goal if there are no criteria.
  • Attainable – Be realistic and feasible. This will assist you in determining how to accomplish and work toward your goals.
  • Realistic – Setting a goal of earning $1,000,000 every quarter when you’ve never made that much a year is unrealistic. Start with tiny steps, like boosting your monthly sales by making $25,000 per quarter. After you’ve accomplished your first goal, you can move on to bigger ones.
  • Time-bound – Time-bound goals mean you can create short and long-term goals. Short-term goals can be accomplished in a matter of weeks to a year. Long-term goals can be set for five, ten, or even twenty years; they should be significantly larger than short-term goals while still being achievable.

When setting goals, keep a positive attitude in mind. It’s not exactly an inspiring objective to be able to pay your expenses. Instead, you can say your goal is to achieve financial security. This frames your objective in a more favorable light, increasing your motivation to achieve it.

Step 4: Draft your strategies

Draft your strategies

This part is the lifeblood of your med spa marketing plan. You established what your marketing has to accomplish and identified your ideal prospects in the previous sections; now it’s time to define the strategies you’ll employ to reach these prospects and achieve your goals.

Smart marketing strategies target prospects at every stage of the sales cycle. Many techniques of advertising, public relations, and direct marketing are excellent for reaching out to cold prospects. Warm prospects react better to permission-based emails, loyalty programs, and client appreciation activities. Individuals that have been exposed to your sales and marketing messages and are eager to clinch a deal are your hottest prospects. In most cases, personal sales contact paired with marketing provides the final push needed to close deals.

Outline your key marketing strategies, then provide a range of tactics you’ll utilize to engage with prospects at whatever stage of the sales cycle. For example, if you want to increase your Instagram followers by 10% in two months, you may hold a giveaway, respond to comments, and post three times a week.

You can create the best mix of marketing strategies by finding out which channels or platforms your target audience uses to gather information on the sort of product or service you sell. If your content isn’t relevant, avoid broad-based media, even if it draws your target demographic. Your marketing methods must reach your prospects at the optimal time for them to be responsive to your message.

It should be simple to come up with several strategies to reach your goals once you know what you want to achieve. However, you need to keep your budget in mind while creating your strategies, which leads us to the last step.

Step 5: Set a marketing budget

Set a marketing budget

Your annual marketing budget should be based on a percentage of anticipated gross sales. Naturally, when launching a business, this might imply employing freshly obtained funds, borrowing, or self-financing. Keep in mind that marketing is critical to your company’s success. And, with so many various types of methods for reaching out to every imaginable target segment, even the most limited budget can suffice a mix of marketing strategies.

As you begin to accumulate expenditures for the marketing strategies you defined in the previous stage, you may realize you’ve surpassed your budget. Simply go back and change your strategies until you have a balanced blend. The trick is to keep marketing running; don’t worry about the more expensive strategies until you can afford them.

Make a budget estimate as you’re sketching out your strategies. You may factor in the time it will take to finish each strategy, as well as any assets you may need to buy, such as ad space.

Now that you know how to make a marketing plan, let’s look at the components that should be included in a high-level marketing plan.

Med spa Marketing Plan Outline

Medspa marketing plan outline

Some marketing plans can be very detailed. It all depends on what industry your business is in and how big your digital presence is. Nevertheless, here are the fundamentals of any successful marketing plan

Medical Spa Marketing Plan Template

Executive summary

Executive Summary template

The Executive Summary in a marketing plan is exactly what it sounds like- a summary of your business. You want to start your med spa marketing plan on a good note. In this section, you aim to persuade others to support you in your brilliant plan to take over the marketing world.

An executive summary is usually located at the beginning of a marketing plan. It’s simply an overview or summary of the company, along with the most important points from the whole marketing plan. It also provides readers with information on the company’s goals, marketing accomplishments, future strategies, and other relevant information.

Keep your executive summary succinct. You don’t want readers to fall asleep at the very beginning, so make sure it sparks their interest to read the rest of the plan.

Consider your executive summary to be the basis for the rest of your med spa marketing plan. You can include the following in your executive summary:

  • Marketing goals and objectives
  • Important dates in the company’s history
  • Vision and mission statement
  • High-level metrics
  • Anecdotes from employees
  • Facts about your med spa
  • Future goals, tactics, and much more

Your executive summary should be brief, feasible, and straight to the point. Keep it as short as three to four pages.

A well-made executive summary should be thorough enough to pique the reader’s interest without being overly so. The rest can be discussed at any time during your med spa marketing plan.

Keep in mind that the executive summary sets the tone for the remainder of the marketing plan. Consider the brand’s tone: is it friendly and lighthearted? Are you a capable and dependable business? Motivating and foresightful?

Marketing goals

Marketing goals template

A marketing plan’s business goals section assists you in segmenting your business’ numerous goals. Avoid including big-picture business goals, which are often included in a business plan. This portion of your marketing plan should detail the marketing-related projects. You’ll also outline the projects’ objectives and how they’ll be measured.

When it comes to setting goals, the usual rule is to be as specific and S.M.A.R.T as possible. Setting goals for page traffic, conversions, and customer satisfaction, as well as using accurate data, is recommended.

S.M.A.R.T goals guarantee that all of your objectives are specific and have a deadline for completion.

Your goals should be relevant and attainable. As mentioned above, your goals need to always be specific, measurable, attainable, relevant, and time-bound.

Before you start any plan, you should set out your goals. Then you should consider which tactics will assist you in achieving your goal.

Identify your customer persona

Buyer persona template

The next step in your med spa marketing plan is to identify the industry you’re selling to and your buyer persona. A buyer persona is a semi-fictional portrayal of your ideal consumer that focuses on characteristics such as:

  • Age
  • Location
  • Occupation
  • Age
  • Personal challenges
  • Pains
  • Triggers

User personas are an essential element of any med spa marketing plan and should not be overlooked. To build more personalized marketing campaigns, you must first determine who your intended customer or client is.

Each company’s target client is unique. However, it’s normal for medical spas to cater to a variety of clients.

If you take the time to establish and understand certain demographic patterns, habits, and goals, it will be easier to customize your medical spa marketing strategy to them.

The majority of businesses will have a diverse range of prospective consumers. As a result, recognizing and creating a range of user personas is important. You’ll be able to segment your marketing efforts appropriately and, if possible, create precise targets as a result of this.

Lastly, the goal of creating a buyer persona is to aid in the organization and comprehension of essential facts about your consumer.

Competitor research

Competitor Research template

Your clients have plenty of options to choose from when it comes to finding solutions to their problems. They can easily consider other med spas that can provide those solutions. This is why thinking about your competitors, what they do well, and where the gaps are that you might be able to fill as part of your market research is important. In most situations, competitor analysis should involve the following:

  • Positioning
  • Market share
  • Services/offerings
  • Pricing
  • Find out who their marketing and management staff is
  • What marketing and sales strategy they utilize
  • Their social media marketing strategy
  • Market capitalization and financials
  • Annual growth rate
  • The number of customers they have and the kind of people they serve (buyer personas)
  • Content marketing
  • SEO (search engine optimization) marketing
  • And other campaign strategies they use

If you look at their strengths and shortcomings across all parts of their business while conducting competitor research, you’ll uncover some fascinating opportunities your med spa can fill.

It shouldn’t be too hard to incorporate this data into your marketing plan now that you’ve finished your research.

Finally, we recommend categorizing your rivals into primary and secondary groups. Primary refers to everything that is in the same industry, while secondary refers to something that isn’t.

S.W.O.T analysis

SWOT template

A SWOT analysis is a simple yet efficient way to develop your med spa marketing plan. SWOT analysis, which stands for strengths, weaknesses, opportunities, and threats, should be part of your marketing plan.

Internally, the company’s strengths and weaknesses are things you have greater control over and can modify. Marketing strategies, employees, and advertising campaigns are all examples of this.

Meanwhile, opportunities and threats are things that happen outside of your med spa. Because these are factors you can’t alter, you should grasp opportunities and defend yourself against these “threats”. Take the current pandemic for example.

Ask yourself what your strengths and weaknesses are, as well as your opportunities and threats to create your own analysis.

Marketing strategies

Marketing strategies template

Once you have the data and important metrics for your med spa marketing plan, it’s time to start drafting your med spa marketing strategies. Breaking down your medical spa strategy into smaller tasks will make it easier to put into action.

Mind maps are a useful tool for presenting your marketing strategy. Mind maps are an excellent way to show how complex ideas come together. Another approach is to make a flowchart that lays out your plan in terms of your goals.

Another efficient method to visualize your marketing plan is to create a project plan. Meanwhile, if you want to present a lot of information in a more organized manner, a mind map would be a better option. You may also use a “Next, Now, Later” chart to help you visualize your strategy.

You can also include the “seven Ps of marketing” in this section of your marketing plan:

  • Product
  • Price
  • Place
  • Promotion
  • People
  • Process
  • Physical Evidence

Marketing budget

Marketing Budget Template

Don’t confuse the Budget section of your marketing plan with the pricing of your products/services or the finances of your business. Your budget should indicate how much money the company has set aside for the marketing team to pursue the strategies and goals specified in the preceding components.

Depending on how many individual costs you have, itemizing your budget by what you’ll spend money on could be a good idea. The following are some examples of marketing expenses:

  • Outsourcing costs and other providers
  • Marketing software
  • Paid promotions
  • Events you host and attend

Marketing platforms

Marketing platforms template

Another aspect of your medical spa marketing strategy to think about is which platforms to use. Should you use Facebook or different social media platforms? Would Instagram be a better option for your company? Should you invest in PPC advertisements or focus only on SEO? You should consider these concerns and conduct a comprehensive study.

While your business may use some ad space to advertise the product itself, your marketing channels are where you’ll post content that educates your buyers, attracts leads, and boosts brand recognition.

Use this section of your marketing plan to outline the social media platforms you want to create a company page on, what strategies you plan to execute on them, and how you’ll evaluate your success. Put the information you have in your medical spa marketing plan once you get it.

Brands with a larger social media presence may want to consider creating a separate social media plan to elaborate on their social strategy.

Set up tracking and metrics

Tracking and Metrics Template

Finish your med spa marketing plan with a brief explanation of how you intend to track and assess your progress. You’ll save a lot of time and worry in the long run if you standardize how you report results.

This portion of your marketing plan can be as detailed as you like. However, you need to establish specific criteria for evaluating the performance and progress of your med spa marketing strategies.

At the absolute least you should state:

  • What you plan to track
  • How want to track the results
  • How frequently you will track the results

If you think it’s necessary, you can add more monitoring parameters to your marketing plan. There isn’t any rule that states otherwise.

Keep watch on the campaigns and, if feasible, track your key performance indicators. You can monitor who is engaged with your content and how it is producing leads using Google Analytics, Google Ads Manager, and Facebook Insights for your digital campaigns.

In the end, tracking and analyzing will assist you in determining what works for your med spa business. Then you can put your money into what works, tweak what doesn’t, and repeat the process.

Start making your med spa marketing plan

If you want to truly beat your competition and attract new clients, you need to have a good, well-researched med spa marketing plan. Instead of jumping from one campaign to the next without understanding how the pieces of the jigsaw fit together, you’ll have a solid foundation and a long-term medical spa marketing plan to work with. Stop wasting time and get started on your own marketing plan right away!

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