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Dr. Chris Croley

Avery quickly turned hesitation into trust

Even after initial hesitation, Skin + Tonic found that patients were not just open to interacting with Avery, many preferred it. For practices still on the fence, the result is clear: patients are ready for AI.

Webinars

AEO for Aesthetics: How to Win in AI Search
AEO for Aesthetics: How to Win in AI Search

Search is no longer limited to standard Google links—generative AI assistants, local map packs, and social networks are actively reshaping how consumers discover and select brands. Join Influx President Erica Crawford for a detailed breakdown on how to adapt your digital marketing strategy to the new era of AI-driven search.

What you'll learn

  • The Three Pillars of Visibility: How SEO, local map optimization, and generative AI operate in parallel to maximize online reach.

  • How AI Answers Are Generated: How platforms such as ChatGPT, Google Gemini, Claude, and Grok source information from web pages, social discussions, and press features.

  • SEO vs. AI Search: Why ranking on page one of traditional search doesn't guarantee inclusion in AI responses, and how entity authority connects both mediums.

  • Leveraging External Signals: Tactics to optimize Instagram keywords, engage with relevant Reddit discussions, and build PR coverage that directly feeds AI knowledge graphs.

  • Review & Reputation Strategy: Why Google reviews and patient or customer feedback act as primary data points for AI summaries.

  • Tracking AI Conversions: Practical methods to tag AI-influenced leads in your CRM and monitor how AI platforms portray your brand.

Free Growth Session

Free Growth Session

Grow Without More Payroll: Using Technology to Scale Revenue w/ Terri Ross

Grow Without More Payroll: Using Technology to Scale Revenue w/ Terri Ross

Growth today isn’t about working harder or hiring more staff; it’s about building smarter systems that allow your team to perform at a higher level.

Join Terri Ross, Founder and CEO of Terri Ross Consulting and Co-Founder of the 4S Summit, as she shares the proven strategies successful aesthetic practices are using to leverage technology as a competitive advantage. Learn how to streamline patient communication, eliminate costly inefficiencies, improve the patient experience, and unlock sustainable revenue growth without adding unnecessary payroll.

This session provides practical, real-world strategies you can implement immediately to increase efficiency, strengthen patient relationships, and maximize the return on every lead, every consultation, and every patient interaction.

The UnfAIr Advantage

The UnfAIr Advantage

Inside Rise Rejuvenation's Busy Season Playbook

Inside Rise Rejuvenation's Busy Season Playbook

A patient in Salt Lake City has 20+ MedSpas to choose from inside a three-mile radius.

Traci Andreason knows, because she pulled the map. Rise Rejuvenation Center opened in August 2022 and now runs six providers and a team of fifteen across injectables, wellness, weight loss, esthetics, and intimate health — in one of the most saturated aesthetics markets in the country.

She didn't win that market by just working harder to capitalize in Q4. She won it by building an operation where AI absorbs the volume so her team can stay with patients.

This session is for owners, COOs, practice managers, and lead coordinators at established aesthetic practices who are past "should we use AI" and stuck on "what should it actually be doing for us by November."

The Terri Playbook:

The Terri Playbook:

4x Revenue Per Hour, Same Provider, Same Patients

4x Revenue Per Hour, Same Provider, Same Patients

Terri Ross, who Google says is "the Beyoncé of Aesthetics,” breaks down how one nurse practitioner’s revenue per hour jumped from $598 to $2,850 following sales training. Same provider, same patient population, same services just different tactics and strategy.

You’ll learn where practices unknowingly lose revenue, which KPIs matter most, and the communication, sales and follow-up strategies that turn existing patient demand into measurable growth.

What Terri Talks About

  1. How to identify revenue opportunities across the patient journey from the first phone call through consultation, treatment and retention.

  2. The KPIs every practice needs to know, track and why and what its costing the practice if they dont

  3. Why more leads aren’t always the answer. Learn how to determine whether you actually have a lead problem or a training and conversion problem.

  4. How to turn patient conversations into conversions without sounding scripted, pushy or “salesy” through better discovery, value building and communication.

  5. Why patients object on price and what happened before the objection. How weak discovery, poor value articulation and lack of confidence create price resistance.

  6. How to increase average patient spend ethically by uncovering the patient’s complete goals and “why” rather than selling a single treatment.

  7. How technology + training work together. Call tracking and AI can expose what’s happening, but your team still needs the skills and accountability to change the outcome.

Free Growth Session:

Free Growth Session:

Grow Without More Payroll: Using Technology to Scale Revenue w/ Terri Ross

Grow Without More Payroll: Using Technology to Scale Revenue w/ Terri Ross

Growth today isn’t about working harder or hiring more staff; it’s about building smarter systems that allow your team to perform at a higher level.

Join Terri Ross, Founder and CEO of Terri Ross Consulting and Co-Founder of the 4S Summit, as she shares the proven strategies successful aesthetic practices are using to leverage technology as a competitive advantage. Learn how to streamline patient communication, eliminate costly inefficiencies, improve the patient experience, and unlock sustainable revenue growth without adding unnecessary payroll.

This session provides practical, real-world strategies you can implement immediately to increase efficiency, strengthen patient relationships, and maximize the return on every lead, every consultation, and every patient interaction.

Featured Podcasts

Moving from "Passive" to "Active" Practice Management
Moving from "Passive" to "Active" Practice Management
Moving from "Passive" to "Active" Practice Management

On this episode of In Touch with Terri, host Terri Ross welcomes back Shannon Blake, Director of Aesthetic Partnerships at Podium, to talk about why fragmented software is quietly costing med spas and aesthetic practices real money, and how an AI-driven operating system can fix it. Shannon walks through why Podium decided to build its own EMR from scratch so that Avery, its AI employee, could take over scheduling, forms, and reminders instead of just answering questions, and why the company pulled back a planned AI voice product because it wasn't yet good enough for real-time patient relationships.

Terri and Shannon dig into what actually happens when a practice runs on three to five disconnected systems, why most practice owners don't love their EMR, and what's coming next: an AI revenue-mining platform that uses purchase history and treatment plans to proactively re-engage patients. For med spa and aesthetic practice owners weighing a new tech stack, Shannon makes the case that the real differentiator isn't having an all-in-one system, it's how deeply AI is built into it.

Key takeaways

  • Two months after launching its AI operating system, Podium has already saved aesthetic practices more than 60,000 hours and had its AI employee Avery book over 70,000 appointments with no human involvement.

  • Podium built its own EMR so Avery could access scheduling, charts, and payments directly, letting her manage reschedules, device conflicts, and pre-appointment forms, with AI charting expected within weeks of this episode.

  • With about 40% of patient traffic arriving after hours and roughly 1,500 AI employees already deployed across aesthetics practices, Shannon says the next phase, targeted for around June, is "revenue mining," where Avery proactively re-engages patients based on treatment plans and buying history.

Hire an AI Employee for MedSpas: A 24/7 Front Desk that Never Misses a Lead

Hire an AI Employee for MedSpas: A 24/7 Front Desk that Never Misses a Lead

Hire an AI Employee for MedSpas: A 24/7 Front Desk that Never Misses a Lead

On this episode of Worth Your Salt, host Jennifer Orechwa talks with Shannon Blake, Director of Aesthetic Partnerships at Podium, about how AI is changing the way med spas handle patient communication, lead follow-up, scheduling, reviews, and retention. Shannon traces Podium's evolution from a reputation-management tool into what she calls the first AI operating system for aesthetics, bringing EMR, CRM, phones, payments, and marketing into a single platform.

She explains how Avery, Podium's AI patient coordinator, responds to new leads in under two minutes, books appointments, sends reminders, manages forms, and requests reviews, and why practices that adopt an AI employee see an average 40% lift in lead conversion. For med spa and aesthetic practice owners worried about losing the front desk's personal touch, Shannon makes the case that a well-trained AI employee frees up staff to be more present with patients, not less.

Key takeaways

  • Avery, Podium's AI patient coordinator, engages every new lead in under two minutes, helping practices lift their average conversion rate by 40%.

  • One single-provider practice in Murray, Utah, added roughly a million dollars in revenue in a high-ticket service line simply by routing website leads to an AI employee instead of a slower manual follow-up.

  • Podium now functions as a full EMR, CRM, scheduler, and payment processor for aesthetics, so Avery can also handle charting, consent forms, membership check-ins, and automatic Google review requests after checkout.

The Practices That Won't Exist in 5 Years and the Ones that Will

The Practices That Won't Exist in 5 Years and the Ones that Will

The Practices That Won't Exist in 5 Years and the Ones that Will

On this episode of Medical Millionaire, host Cameron Hemphill talks with Jason Brand, Senior Director of Product for Aesthetics at Podium, about the AI operating system Podium has spent the last three years building for med spas and aesthetic practices. Jason explains why Podium built its own EMR to give its AI agents — including Avery, the agent that books, reschedules, and handles cancellations — access to the same tools, calendars, and clinical workflows a front-desk employee would use.

The conversation covers what separates practices scaling 50–100% year-over-year from those plateauing, why AI agents need to be trained and coached like a new hire rather than deployed and ignored, and how proper implementation is reshaping enterprise value for practices preparing to sell to private equity buyers.

Key takeaways

  • Practices scaling 50–100% year-over-year tend to share one trait: they're ultra-responsive to every inbound lead and follow-up, while plateaued practices let leads fall through the cracks.

  • Podium spent the last 18 months building its own EMR so its AI agents can access the same schedule, clinical, and payment workflows a front-desk employee would use.

  • A practice with five treatment rooms running eight-hour days is selling 40 hours of capacity, and AI implementation only pays off once that time is reclaimed and tracked like inventory.

What AI Learned from 738,000 Patient Conversations w/ Dennis Steele

What AI Learned from 738,000 Patient Conversations w/ Dennis Steele

What AI Learned from 738,000 Patient Conversations w/ Dennis Steele

In this episode of The Dr. Randi Show, Dr. Randi Boyette sits down with Dennis Steele, co-founder of Podium, to unpack what more than 738,000 real patient conversations reveal about how med spa and aesthetic clinic patients search, decide, and book today. Dennis explains why response speed has become the single biggest driver of conversion, how Podium's AI patient coordinator Avery has evolved from a simple chatbot into an agentic AI that books appointments and manages schedules on its own, and why OpenAI singled out Podium's work for turning AI into measurable revenue.

The conversation also looks ahead to Podium's Operator agent, which can audit pricing, rebuild a week's schedule, and rebook patients automatically — and makes the case that clinics investing in a true AI operating system, not just an add-on chatbot, are the ones positioned to meet a new generation of instant-gratification patient expectations.

Key takeaways

  • Podium's AI has handled more than 738,000 patient conversations and booked over 75,000 appointments, and response speed is the number one factor in whether a patient chooses a clinic.

  • Gen Z patients have tripled across Podium's aesthetic practices over the last five to six years, driving demand for instant, 24/7 answers before they ever contact a clinic.

  • Clinics using Podium's AI have seen a 30 percent lift in revenue and a 45 percent increase in conversion, which is why OpenAI spotlighted Podium's agentic approach to AI.

They Didn't Ghost You. You Were Too Slow.

They Didn't Ghost You. You Were Too Slow.

They Didn't Ghost You. You Were Too Slow.

On this episode of Diamond Hands, host Leslie Tracey talks with Shannon Blake, Director of Aesthetic Partnerships at Podium, about what fragmented technology and slow lead follow-up really cost med spas and aesthetic practices. Drawing on six and a half years leading Podium's push into aesthetics, Shannon explains why most practices juggle five or more disconnected systems, what secret-shopping practices revealed about after-hours response times, and how an AI employee like Podium's Avery can answer leads instantly, follow up on cold conversations and mine a practice's database for lost revenue.

Leslie and Shannon are candid about the "dark work" behind AI: documenting SOPs and brand voice, testing and self-training the AI, staffing a realistic implementation, and knowing where a human needs to step in for clinical consultation. They close with the three questions every practice owner should ask an AI vendor before signing, covering self-training, platform maturity and HIPAA compliance.

Key takeaways

  • Secret-shopping showed practices take about 8.5 hours to answer after-hours texts, while responding in two minutes or less drives roughly a 40% lift in lead conversion.

  • Practices that implement an AI operating system correctly can expect about a 30 to 40% increase in lead conversion and revenue after 90 days, but only if they train the AI on their SOPs and actively prompt it to revenue-mine.

  • Before signing with an AI vendor, ask whether you can self-train the AI, how long they have been building AI employees, and whether the full platform and AI employee are HIPAA compliant.

Articles

Med Spa Lead Generation: Turn More Inquiries Into Consults

Med Spa Lead Generation: Turn More Inquiries Into Consults

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7 minutes

Med spa lead generation that books consults: the lead sources that work, how fast to respond, and how to recover missed calls and after-hours inquiries.

How to Open a Med Spa: Step-by-Step Startup Checklist

How to Open a Med Spa: Step-by-Step Startup Checklist

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7 minutes

Start a profitable med spa with a step-by-step checklist for licensing, costs, staffing, treatments, setup, and launch marketing.

Med Spa Digital Marketing: Channels That Fill the Calendar

Med Spa Digital Marketing: Channels That Fill the Calendar

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9 min read

Med spa digital marketing guide: local SEO, AI search, social, paid ads and text marketing, plus marketing ideas that turn clicks into booked appointments.

Med Spa Lead Generation: Turn More Inquiries Into Consults

•

7 minutes

Med spa lead generation that books consults: the lead sources that work, how fast to respond, and how to recover missed calls and after-hours inquiries.

How to Open a Med Spa: Step-by-Step Startup Checklist

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7 minutes

Start a profitable med spa with a step-by-step checklist for licensing, costs, staffing, treatments, setup, and launch marketing.

Med Spa Digital Marketing: Channels That Fill the Calendar

•

9 min read

Med spa digital marketing guide: local SEO, AI search, social, paid ads and text marketing, plus marketing ideas that turn clicks into booked appointments.

10 Med Spa Automation Ideas to Drive Bookings and Growth

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11 min read

See which med spa tasks to automate first, from missed-call recovery to rebooking, and which ones still need a human touch.

Learn how AI can help you grow revenue without adding headcount.

See how Avery fills your calendar, builds loyalty, and turns every interaction into revenue.

Learn how AI can help you grow revenue without adding headcount.

See how Avery fills your calendar, builds loyalty, and turns every interaction into revenue.

Learn how AI can help you grow revenue without adding headcount.

See how Avery fills your calendar, builds loyalty, and turns every interaction into revenue.