Client Consultation Checklist
A 5-minute conversation guide that turns first-time clients into loyal regulars.
What's inside
- Lifestyle & maintenance questions
- Reference photo review prompt
- Realistic-expectation script
- Pricing transparency check
- Aftercare recommendation slot
CLIENT CONSULTATION CHECKLIST (5 MIN)
[ ] Welcome the client by name. Offer water.
[ ] Review reference photos. Ask "What do you love about this?"
[ ] Discuss lifestyle:
- How much time do you spend on your hair each morning?
- How often can you come in for maintenance?
- Any heat tools? Pool/ocean exposure?
[ ] Inspect hair/skin/nails. Note condition.
[ ] Set expectations honestly. If the photo isn't achievable today, say
why and propose a roadmap.
[ ] Confirm price + service time BEFORE starting.
[ ] Recommend 1-2 take-home products and explain why.
[ ] Pre-book the next visit before they leave the chair.
DISCLAIMER: This template is provided for informational purposes only and does not constitute legal, medical, or financial advice. Have a licensed professional in your jurisdiction review and adapt it before use.Built for every beauty pro — solo, booth renter, mobile, or salon
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