There was an article in Massage Magazine today about creating therapist communication, and how it impacts business. I also was speaking with a client earlier in the day about treatment cards which got me thinking about using them to grow the business.
I always think of intake forms and soap notes from way back when I was in school. Aside from the basic record keeping and progress tracking aspects, I never thought about just how important they were to growing a business.
We all know the importance of the intake form for finding out likes, dislikes, conditions, injuries, etc, however, so much more can be gained. In the notes section, ask the client if there are any products, treatments, modalities aside from what they are seeing you for that they are interested in, have questions on or are even a bit frightened of. For the therapist, this makes it easy to tailor their treatment plan to their needs as well as their likes. You can educate them on anything they have questions on, services they may not be comfortable with but are intrigued by. It opens an opportunity to even demo, discount a first new service, or offer a mini service - all of these lead into happier clients coming in for more and more services. This also helps build trust between you and the client if done with right. You may be trying to get a client to add on aromatherapy to their massage, when they have zero interest in it but are too shy/afraid to tell you they would like to try a detox body treatment. By getting that information on the intake form, there's no guessing! The client gets to try something new, it adds another piece to their wellness puzzle, and you increase profits.
Asking your clients questions about more than just their immediate concern is a great way to expand the services they come in for!