Getting Out of the Treatment Room: Your Path from Overbooked Provider to Thriving Spa CEO
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Kids are getting out of school, the weather is beautiful, and summer is nearly here. And with that, many of us feel a little dip in our businesses. That little dip is the perfect opportunity to tackle one of those big projects that you've been putting off because you never had the time to do it. So if an updated website is on your list, I want to encourage you to head over to the partners page at attoesthetics.com, click on the HLM tab. HLM has been a trusted partner of ours for years and even built our website. Let's make this your most strategic summer yet.
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Welcome to Spa Marketing Made Easy, a podcast for spa owners who want to step up their leadership and business skills and step into the role as Spa CEO. I'm your host, Daniela Warner, CEO of Atto Aesthetics and founder of the Growth Factor Framework program where we teach, coach and guide spa owners in skills, scaling their spas to the next level of growth and unlocking freedom in their life and their business. I'm so glad you're here. Now let's dive into the show.
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Hello, beautiful Daniella here and welcome to the Spa Marketing Made Easy podcast. If you're new here, this is a podcast created just for you. The aesthetic professional looking to build a company, not just a really hard job for yourself. You're not afraid of hard work. You just need the right tools, systems and community to make it sustainable. And today I want to share one of those systems. A system for one of the most transformative shifts you can make in your business. Stepping out of the treatment room and into the role as Spa CEO. I know it sounds a little bit scary and maybe even impossible when you're fully booked and barely have time for a lunch break. But if your goal is to build a business that pays you 100,000 plus annually without burning out or missing time with your family, then this shift is non negotiable. Now, we have had over 1600 clients go through our various courses and programs and getting out of the room is something that I've talked about extensively with all different types of providers and, and what I've found is that there are three main categories that I see so many spa owners fall into when they're stuck in the day to day grind of client care and really struggling to grow. So I want to go through each category with you and then we're going to talk about the step by step process to get yourself out of the room once you have a solid hire in place. Okay, so let's jump into category one, the solo Drowning in overwhelm. You're booked solid. You eat between clients, if you eat at all. Hiring feels like a pipe dream because where on earth would you even find the time? Well, here's the first step. You want to start with a time audit. I know you're type A. You thrive on structure. So for the next week, I want you to keep track of everything that you do from the time you wake up to the time you go to bed. Why? Because I know that you're checking social media messages before your feet hit the floor. I know you're responding to client text after dinner and making sure that the email inbox is checked before you go to bed. That is exhausting and not sustainable. You need to be balanced so that you can provide the best quality service to your clients. So will the time tracker feel like one more thing to do? Yes, but it's going to give you so much information that we desperately, desperately need in order to clean up and structure your schedule. So then I want you to block off time on your calendar now, even if it's three months out, to begin the hiring process. So you're going to look at when you start to have gaps on your schedule and you're going to block it just like it's an appointment, but it's an appointment for yourself to dedicate time to the hiring process. Okay? So you need time to write the job descriptions, to interview, and to train the new role. And listen, you don't have to jump straight into hiring a provider. You can start with a virtual assistant so you can offload admin tasks like emails, scheduling, social media. That's going to free up your brain space and lay the groundwork for a successful hiring process later. Now remember, you are in this for the long haul, so give yourself the time and space now. That will save you time and money in the long run. Okay, now let's jump into category two, the burned by bad hires Spot owner. So you've tried to hire maybe more than once, but they either quit within six months, maybe even six weeks, or they demanded a compensation package that was just so far out of alignment with what is even possible in your business or in our industry in general. And I get how frustrating that is. It's devastating to pour your time and energy into training someone who doesn't stick around. And unfortunately, I've had to coach numerous spa CEOs going through this process. This is why refining your hiring process is essential. I want you to write this mantra down. Put it on a post it, put it on your bathroom mirror. Grab a dry erase marker on your mirror, whatever you want to do. Higher, slow, fire, fast. Okay. We want to set clear job descriptions and this is something that you can even have Chat GPT help you to do. If you're not using ChatGPT in your business, you better jump on that train because it is not going anywhere. You also want to have a very structured onboarding and training plan. Okay? So we recommend a two week training process before they ever see clients. Okay, week one, we're going to have all of the processes, the traditional ways of learning. So what are the opening and closing procedures? What is the software that you're using on the front desk? What are the policies of your practice? What are the product lines that you carry? These types of things that you're either having a rep come in to train, you're watching videos, you're doing webinars, whatever that process is the traditional way of learning. That's going to happen week one, week two for your provider is going to be actually performing the services that you offer on models to ensure that they're in alignment with number one, the quality of services and number two, the time standards of your spa. Time is money and if you have a provider that can do the service, great, but it takes her an extra 15 or even 30 minutes, that is eating into your profit margin in a huge way. Okay? So you've got to make sure that you are available and checking in with them regularly, meaning at least one to two times a week during their first 90 days. These new hires need a strong leader and, and that means showing up consistently to support them and asking the right questions. Where are you winning this week? Where are you struggling? What can I do to support you? Okay, it's normal to see a spa owner go through three, four, even five hires before they get it right for a particular role. Now, the good news is, is once you go through that, each subsequent role is much easier. Right? So you're going to go through the 2, 3, 4, 5 providers before you get it right. But then once you have that provider role dialed in, it's much easier to get the right person after that. So you are still growing as a leader. You are still learning what you need and what your communication style is. And this takes time. That's a big part of the reason why we see leaders go through 2, 3, 4, 5 hires before they get it right. A lot of it is them understanding what they need and really getting clear on the their core values and the culture of the company. Okay, now let's move on to Category number three, this is the spa owner with a great team, but they're still the main earner. Okay, so you've hired and you actually like the provider. They're skilled, they're aligned, a good culture fit. But here's the kicker. You're still generating 80% of the revenue and you have an additional payroll cost. Not a great thing. So what are you do? It is time to redirect client flow. All new clients need to go to the new provider. No exceptions. Run monthly specials featuring their services. Market them like crazy on your social media platforms so that they become familiar to your audience. As a spa CEO, it is your job to get your providers busy. It is their job to retain those clients that you brought in the door. Okay, so what we're essentially doing is a trust transfer. We're building trust with your practice rather than with an individual provider. Okay, I'm going to say that again because I think this is really important when we are marketing and building our brand, we're building the brand of our spa and we are attracting clients or patients of a particular spa, not building a relationship that's only with a specific provider. That is going to be a really, really important piece of growing a long term sustainable brand. So we've got to build the trust online with the practice rather than individual provider. Now, here's one kind of caveat that I see a lot with nurses in particular. So oftentimes a nurse will be in the room and she's going to primarily focus on injection. She'll do another, A few other things kind of sprinkled in there. But her bread and butter is tox and filler. So when she hires, she's like, oh, well, I need an esthetician. Because we have all this area to support around facials and peels and microneedling. And when you do that, like, I get the concept, I get the idea of really wanting to optimize the different services that you offer. But you're kind of comparing apples to oranges here. Because if you're full and you cut down a day, we need somewhere for those injection patients to go. So we wanna make sure that if your ultimate goal is to get out of the room, we need to hire a provider that can take the patients that you are seeing and carry them for you as you work to get out of the room. Okay, if instead you're just optimizing to build a team of estheticians that can support your patients in other services, great. But that's not going to get you out of the room. Okay, so, I mean, yes, perhaps the nurse could pass off microneedling and could slow down and say, the. I'm working this many days and I'm only seeing injection patients. All other services go to the esthetician. Either way, eventually she will need to hire a nurse who can absorb those injection patients. Okay, so make it your goal as the CEO to make your team better than you. It's kind of a death of the ego because it feels good when our patients are like, oh, but you have such a deep relationship and they only want to see you. That feeds our ego. But we've got to focus on making our team better than us. Pour into them professionally and as humans, because a strong team makes for an unstoppable company. Okay, so now that we've identified the three categories that I see most and addressed kind of the direction that you go in depending on the category that you're in, we're going to shift into milestones and mindset. So when we're talking about milestones in mindset, we're going to be looking at, all right, your provider now is generating income, and now we've got to calculate your spa CEO milestones. So what revenue needs to come in to cover your operational costs and to replace your own income. This is where we're going to map out your exit strategy from the room, which is, on average, going to take anywhere between six months to a year. Okay. We don't want it to take longer than a year unless there's some really intentional reason that you are doing that. But it's. The goal is somewhere between six months to a year to get you out of the room. So to get clear on your milestones. If you work four days a week, how much does your provider need to generate for you to drop to three? That is milestone one. Then we're gonna stair step our way down until you're completely out or working just one day a week. If you still love being in the room. I did a post on Instagram not too long ago and was talking about getting out of the room, and some people were saying, but I love being in the room. I want you to do what you love. I think that that's very important, but I also believe that it's extremely important. Your company needs a CEO. So if you are in the room four days a week, who is actually driving the ship? Okay, so there will be a dip. I don't want to sugarcoat it. There's almost always a dip when the owner gets out of the room. You may lose some regulars this is normal. But here's the question I want you to ask yourself. If you say yes to staying in the room, what are you saying no to? If you say yes to staying in the room, what are you saying no to? Because staying in the room often means saying no to building a scalable, sustainable business that you really want. One that allows you to go on vacation and not worry that there's not cash coming in. One that allows you to slow down and spend time in the summer with your kids. One that allows you to earn a take home pay that you never even knew was possible for you. So my challenge to you this week, I want you to identify what category you're in and I want you to commit to taking just one aligned action. Whether it's scheduling a time audit, rewriting your job descriptions, or crafting a marketing push for your new provider, just one step forward is all it takes. Little by little. Now we've got a checklist for you. Because who doesn't love a checklist? You can download it below this episode and and it's going to help you move through this process. I believe in you. I know you can do this. And if you need additional support, I want to invite you to join us over in the Spa Marketing Made Easy Facebook group or just send us a DM on Instagram. Okay, my dear, until next time, I am cheering you on as always.
Spa Marketing Made Easy Podcast
Episode: SMME #436 - Getting Out of the Treatment Room: Your Path from Overbooked Provider to Thriving Spa CEO
Host: Daniela Woerner, Licensed Aesthetician
Release Date: June 2, 2025
In Episode #436 of the Spa Marketing Made Easy Podcast, host Daniela Woerner delves into a transformative strategy for spa professionals aiming to evolve from being overbooked treatment providers to thriving CEOs of their own businesses. The episode titled "Getting Out of the Treatment Room: Your Path from Overbooked Provider to Thriving Spa CEO" is a comprehensive guide tailored for spa owners who are eager to scale their operations, enhance leadership skills, and achieve a balanced, profitable lifestyle.
Daniela begins by addressing a common dilemma faced by many spa owners: the struggle to transition from hands-on service providers to strategic leaders. She emphasizes that while the role of a CEO may seem daunting, especially for those fully immersed in day-to-day client care, it's essential for building a sustainable and scalable business.
Notable Quote:
"If your goal is to build a business that pays you 100,000 plus annually without burning out or missing time with your family, then this shift is non negotiable."
— Daniela Woerner [04:30]
Daniela categorizes spa owners into three distinct groups based on their current business challenges:
Characteristics:
Strategies:
Time Audit: Daniela advises conducting a thorough time audit to identify and eliminate inefficiencies. Track every activity for a week to gain insights into time allocation.
Notable Quote:
"I know you're checking social media messages before your feet hit the floor. I know you're responding to client texts after dinner and making sure that the email inbox is checked before you go to bed. That is exhausting and not sustainable."
— Daniela Woerner [06:15]
Scheduling Hiring Time: Allocate specific time slots in your calendar dedicated to the hiring process. Treat this time as an unmovable appointment to ensure progress.
Starting with a Virtual Assistant: Begin by hiring a virtual assistant to handle administrative tasks, freeing up your cognitive load and setting the stage for future hires.
Characteristics:
Strategies:
Refining the Hiring Process: Daniela stresses the importance of a meticulous hiring process to avoid past pitfalls.
Clear Job Descriptions: Develop precise job descriptions, potentially utilizing tools like ChatGPT to ensure clarity and alignment with business needs.
Notable Quote:
"Write this mantra down: Higher, slow, fire, fast. We want to set clear job descriptions..."
— Daniela Woerner [09:20]
Structured Onboarding and Training: Implement a two-week training program:
Regular Check-ins: Maintain consistent communication with new hires during their first 90 days, offering support and addressing any challenges.
Notable Quote:
"Once you go through that, each subsequent role is much easier. You're still growing as a leader and learning what you need."
— Daniela Woerner [12:45]
Characteristics:
Strategies:
Redirecting Client Flow: Ensure that new clients are directed to the newly hired provider. This can be achieved by:
Notable Quote:
"We're building the brand of our spa and attracting clients or patients of a particular spa, not building a relationship that's only with a specific provider."
— Daniela Woerner [16:10]
Trust Transfer: Shift the trust from the owner to the entire spa brand. This ensures sustainability and reduces dependency on any single individual.
Optimizing Services: For specialized roles, such as nurses focusing on injections, it's crucial to balance their tasks to avoid revenue drain. This might involve hiring additional specialists to handle specific services.
Notable Quote:
"Make it your goal as the CEO to make your team better than you. Pour into them professionally and as humans, because a strong team makes for an unstoppable company."
— Daniela Woerner [18:30]
After addressing the three categories, Daniela transitions into setting clear milestones and adopting the right mindset to facilitate the transition from service provider to CEO.
Key Steps:
Revenue Calculations: Determine the revenue needed to cover operational costs and replace personal income. This forms the basis of your exit strategy.
Notable Quote:
"The goal is somewhere between six months to a year to get you out of the room."
— Daniela Woerner [20:15]
Stair-Stepping Work Schedule: Gradually reduce the number of days spent in the treatment room. For example, if currently working four days a week, set a milestone to work three days, and so on until fully transitioning to the CEO role.
Embracing the Dip: Acknowledge that stepping out of the treatment room may lead to a temporary dip in regulars and revenue. However, this is a necessary step towards long-term sustainability.
Self-Reflection: Consider what you're sacrificing by staying hands-on. Daniela encourages owners to envision the benefits of a scalable business, such as financial freedom, more personal time, and the ability to take vacations without financial strain.
Notable Quote:
"If you say yes to staying in the room, what are you saying no to?"
— Daniela Woerner [22:00]
Daniela wraps up the episode by challenging listeners to identify which category they fall into and commit to taking at least one aligned action towards transitioning into the CEO role. She emphasizes the importance of incremental progress and offers resources to aid in this journey.
Final Encouragement:
"Whether it's scheduling a time audit, rewriting your job descriptions, or crafting a marketing push for your new provider, just one step forward is all it takes. Little by little."
— Daniela Woerner [24:50]
Listeners are encouraged to download a helpful checklist available below the episode and join the Spa Marketing Made Easy Facebook group for additional support. Daniela concludes with affirmations, expressing her confidence in the listeners' ability to transform their businesses.
Transitioning to CEO: Moving out of the treatment room is essential for scaling your spa business and achieving personal and financial freedom.
Understanding Your Category: Identify which of the three categories your spa currently fits into to apply tailored strategies effectively.
Strategic Hiring: Implementing a structured hiring and onboarding process reduces turnover and fosters a strong, reliable team.
Revenue Diversification: Redirecting client flow and building the spa's brand ensures sustainability and reduces dependence on the owner.
Setting Milestones: Clear financial and operational milestones facilitate a smooth transition from hands-on service to strategic leadership.
Mindset Shift: Embracing the role of CEO requires letting go of day-to-day operations and trusting your team to uphold the business standards.
Embarking on the journey from a busy spa provider to a thriving CEO is both challenging and rewarding. Daniela Woerner's insights provide a clear roadmap for spa owners seeking to elevate their businesses, ensuring not only increased revenue but also a balanced and fulfilling professional life.