How to Discover Your Spa Client’s Needs

Uncovering your spa client's needs is more than an take form. It is a combination of all spa areas working together: reception, technicians, facility and services. All areas have an opportunity to discover what your client needs and desires. The ultimate goal is to help the client discover what they really need through a gentle…

Uncovering your spa client's needs is more than an take form. It is a combination of all spa areas working together: reception, technicians, facility and services. All areas have an opportunity to discover what your client needs and desires. The ultimate goal is to help the client discover what they really need through a gentle process of discovery. While doing so, you develop a meaningful and professional relationship built on trust.

In order to discover your client's needs, we need to look at each spa process and how, through coaching, you can lead your client to a satisfying and comfortable spa experience.

Step 1: Phone

The phone is the first experience the spa client has with your facility. It is a critical step to building a client's trust in your business and discovering their needs.

The three phone touch points are:

1. Listen
2. Ask
3. Give Choices

Often, the desk is so busy that not enough time is spending speaking with the client and unaware their needs and desires. Getting this step right can either make or break a spa experience? Desk staff sometimes does not ask enough enough questions which can result in an unsatisfied client. A desk cheat sheet is a great idea which outlines questions that could be asked by spa category; this can ensure that nothing will be missed.

Step 2: Intake Form

Your spa take form is the second critical area to discovering your client's needs. Your form needs to be detailed enough to know what your client is looking for, but not so lengthy that it's an inconvenience to fill out.

Here are areas that you need on your intake form:

1. Contact information
2. How they heard of your business
3. Emergency contact
4. Sections for all service areas of your spa (tell client to only fill out what is relevant for their service)
5. Treatment goals: stress release, relaxation, improvements skin, etc.
6. Allergies
7. Disclosure statement
8. Signature

Often take forms ask for more information than is needed, and clients can feel that their privacy is being invaded. Review your current intake form and be sure that what you are asking makes sense.

Step 3: Pre-Consult

The consultation should happen in a treatment room or in a lounge area. No matter where you choose, it needs to be private from all other spa guests. The technician should review the intake form prior to meeting the spa client. The client should never have to repeat any information that is on the form. The technician needs to read it, discuss important information relative to their treatment, and briefly explain the treatment. The client should feel 100% confident in the technician's ability and fully understand the service they are about to receive.

Step 4: Post Treatment

When the service has ended, the spa client should be directed on the post-treatment process in the spa, such as in which area to change clothes and where the technician will meet them afterwards. There should be zero guesswork on the client's behalf regarding next steps. The technician should inform the client that they will leave a product recommendation form (based on their discovery of client's needs) and ask for feedback about the treatment. It's extremely important the client fees valued and appreciated.

Concluding the treatment with “Mrs. Smith it has been a pleasure to meet you today. I hope you enjoyed your treatment with us. would love to see you back in 6 weeks. ”

Give the client a glass of water.

By properly discovering your spa client's needs, you will provide a better level of service, resulting in higher customer satisfaction. When a spa client feels listened to, their needs anticipated, and treatments delivered beyond expectations, you can be sure you will have a lifelong client.