From applying to your first collection

Here is every stage.

Five stages from applying to your first collection
1 · Apply
A few minutes

A short form: your business, what you do, roughly what you charge and what you currently use for bookings.

2 · Call
20–30 minutes

Not a sales pitch. We take your actual treatments and prices and work out what a plan would look like.

3 · Approval
We review your application

Before any money can be collected on your behalf, your business is reviewed and approved.

4 · Build a plan
About 15 minutes

Set the total, the number of months, what is included and the value of each treatment. We generate the agreement.

5 · First collection
Send it to a client

Pick one regular who you know will say yes. They accept on their phone and set up the Direct Debit.

Step 2, in detail

What to bring to the call

Bring your price list, a rough idea of how many regulars you have, and any treatment you have lost sales on because of price.

You will leave the call with a specific plan design and specific numbers, whether or not you join. If we do not think Plan4Beauty will pay for itself for your business, we will tell you on the call rather than sign you up.

The first month, realistically

We suggest putting a handful of clients on plans in the first month, not your whole book. It lets you see the whole cycle once, end to end, before you move more of your book across.

Once a few months of collections have run, they need very little of your attention. The collections just happen.

What we do to help

  • A plan design session on the call, free, whether you join or not
  • Wording you can use with clients, so you are not inventing an explanation on the spot
  • Someone to email when something looks wrong

What we need from you

  • Deliver what the plan says, on time, once each treatment is paid for
  • Tell us straight away if you cannot, so we can suspend collections
  • Honour cancellation vouchers: services up to their value, already paid for
  • Mark treatments as delivered, to keep the record complete