Opening A Medical Spa Checklist For 2024

opening a medical spa checklist

So You Want To Open A Medical Spa

This Opening A Medical Spa Checklist will give you all the steps you need to start your own Med Spa, from idea conception to getting your first client.

Medical spa’s are a great business to start.

According to Yahoo Finance, the Global Med Spa Market is expected to reach at least $45 Billion by 2030.

As of 2023, the global market was estimated to be at $16.5 Billion, indicated a yearly growth rate of 13.4%.

Because of social factors like TikTok and Reels, this is a highly self-educating market that is only expanding, so now is the time to get into it and capitalize.

This checklist simplifies the steps, but if you follow everything on this list, you not only will start your very own Med Spa, but build a thriving business that aims at one of the three following outcomes:

      1. Your business operates profitably and puts tons of cash in your pocket every single month.
      2. Your business grows to where you can open multiple locations and continue compounding your revenue.
      3. You build a scalable business that grows and operates on it’s own, leading to a lucrative exit for you. At this point, you can retire early and enjoy the fruits of your labor.

    All of those sound pretty good to me.

    I consulted with some of the top Med Spa business owners to create this list, so take their advice and get to building.

    Nothing happens without your Massive Daily Action, so just get started!


    Download Your Opening A Med Spa Checklist:

    1. Establish Your Unique Concept

    Your medical spa’s concept is the foundation of your business.

    It involves defining your unique value proposition, identifying who exactly you want to help, and deciding on the services you will offer.

    Start by researching the competition in your area, and understanding market demand. Determine what will set your medical spa apart, whether it’s specialized treatments, a luxurious atmosphere, or exceptional customer service.

    Competitive research is very important. If nobody in your area is offering a particular treatment, that can mean 1 of 2 things:

        1. It’s a wide open opportunity for you to be the only one offering that treatment.
        2. There’s no demand for that treatment in your area, so that’s why nobody else is offering it.

      You’ll have to conduct your own market research to determine this.

      Outline your goals and the core philosophy of your business, and ensure it resonates with your target audience and the city you live in.

      2. Create Your Formal Business Plan

      Whether or not you need funding, it’s a great idea to write a business plan.

      Writing these factors down will help define your business, your goals, and who you want to reach:

          • Business Name: Determine a great business name that is both meaningful, and resonates with your target audience.
          • Executive Summary: An overview of your business concept, goals, and what makes your spa unique.
          • Business Description: Detailed information about your business structure, location, and the services you will offer.
          • Market Analysis: Insights into your target market, industry trends, and the local competitive landscape.
          • Organization Structure: An outline of what team you need to hire to run your medical spa.
          • Marketing Strategies: How you plan to attract and retain clients.
          • Financial Projections: Detailed financial forecasts, including startup costs, operating expenses, and revenue projections.

        You want to figure out exactly what you want to offer.

        Keep in mind that the more services you offer in the beginning, the more it’s going to cost in getting equipment, hiring staff, acquiring the right certifications and training materials, and to market it.

        We recommend keeping things narrow in the beginning, and only offering a select number of services that makes sense to package together.

        Having your finances figured out in great detail will be extremely important for getting funding.

        3. Get Funding For Your Medical Spa

        Depending on what city you’re in, opening a Med Spa can range anywhere between $50,000 to $100,000+.

        Unless if you have that kind of dough sitting around, you’ll need to get funding.

        Estimate your startup costs, including equipment, leasing or purchasing a location, marketing, and staffing.

        Your main four options for funding this venture are:

            • Personal Savings: Using your own funds to start the business.
            • Friends & Family: Tell your friends and family about what you’re doing try to acquire funding.
            • Loans: Applying for small business loans or lines of credit.
            • Investors: Seeking out investors who are interested in the wellness and beauty industry.

          Have your detailed financial statements and projections from your business plan ready to present to potential lenders or investors.

          The American Med Spa Association (AmSpa) has a great guide on securing funding here.

          Once you’ve secured your finding, it’s time to pick an awesome location for your med spa business!

          4. Find The Perfect Location

          The location of your medical spa can significantly impact its success. As they say: Location, Location, Location!

          Here are some of the factors to think about when trying to find a good location:

              • Visibility and Accessibility: Ensure the location is easy to find and accessible to your target market.
              • Demographics: Choose an area that aligns with your target market’s demographics.
              • Competition: Map out the local competition to determine if there’s a demand for your services.
              • Size: Think about what services you want to offer, and how much square footage you’ll need to deliver those services.
              • Cost: Higher traffic areas and bigger spaces will cost more, be sure to set a definitive budget for your clinic space.

            Working with a commercial real estate agent to help navigate this will be important.

            Once you’ve locked a lease, you can proceed with getting the necessary licenses, certifications, and insurance.

            5. Get The Required Licenses, Certifications, and Insurance

            You will need to be compliant with local, state, and federal regulations before operating a medical spa.

            The med spa licenses, certifications, and insurance will be heavily dependent on the services that you want to offer.

            Research the necessary licenses and certifications you need, which may include:

                • Business License: To legally operate your business.
                • Medical License: For the medical professionals providing treatments.
                • Health and Safety Permits: To ensure your spa meets health regulations.
                • Insurance: Invest in the appropriate insurance, such as liability, malpractice, and property insurance, to protect your business from risks.

              If you are a non-physician, you won’t be able to directly open a medical spa in many states.

              You will need to structure your business into what is called a Management Services Organization (MSO), which allows you to manage the business side of your medical spa (Accounting, marketing, admin, etc.) , while your partnered Medical Director is responsible for the clinical side of your business.

              Every state has their own requirements for opening a spa. You need to make sure you’re fully compliant before moving forward with providing treatments.

              You can find your own states requirements by visiting AmSpa.

              This is not legal advice, please consult with a lawyer before forming your legal structures.

              6. Purchase Equipment And Supplies

              The equipment and supplies you need to carry out your services is a obviously pretty important.

              You should have already figured out exactly what you need in the Business Plan phase, so now it’s just a matter of finding the right sourcing partner to see where you want to lease or purchase from.

              Identify the equipment and tools needed for your medical spa, such as:

                  • Laser machines
                  • Aesthetician tools
                  • Treatment tables
                  • Skincare products

                Budget for these items and consider purchasing from reputable suppliers. Make sure you know how to maintain your tools you get more use out of them.

                You will also need to fill your clinic with things like a receptionist desk, waiting chairs, decorations, and more. Don’t overlook the smaller expenses, as they can really add up.

                7. Hire Your Staff

                As a business owner, you need staff. You should not be doing everything yourself, otherwise it’s just a job and not a business.

                Here are some of the key roles you’ll need to fill:

                    • Medical Director: A licensed physician overseeing medical treatments.
                    • Aestheticians: Certified professionals providing skincare and beauty treatments.
                    • Front Desk Staff: Friendly and organized individuals managing appointments and client interactions. They’ll need to be knowledgeable on all of your service offerings.

                  Hiring and firing is a critical skill that you need to develop as a business owner, so embrace this process. It helps to create a Standard Operating Procedure around hiring for each role.

                  Who is the type of person you want representing your business? What are your deal breakers?

                  It can be tempting to just hire people you know. You should not feel pressured to do this. You need to hire the person that’s going to crush that role.

                  8. Set Up Your CRM, Consents, and Questionnaires

                  A Customer Relationship Management (CRM) system helps manage client interactions, appointments, and marketing efforts. Choose a CRM that suits your business needs and offers features like:

                      • Appointment scheduling
                      • Client database management
                      • Automated marketing campaigns
                      • Reporting and analytics

                    Implementing a CRM system enhances client experience and streamlines your operations.

                    You will also need to set up your consents. These must be reviewed by a lawyer to ensure they are fully compliant and cover all legal bases.

                    9. Develop Your Brand And Marketing Channels

                    Creating a strong brand identity is essential for attracting clients. Your brand should reflect the quality and professionalism of your services. Key elements to focus on include:

                        • Logo and Visual Identity: Design a professional logo and establish a consistent visual style. Pick out meaningful colors and fonts that resonate with your brands.
                        • Website: Your website is one of the most important factors of your business. This is where you communicate with your audience and can showcase your ability, service offerings, and brand personality.
                        • Social Media Presence: Create your social channels like Facebook, Instagram, Pinterest, YouTube, and anything else you want to be on. This is where you can find potential clients in your area and build a relationship with them.

                      Develop marketing strategies such as SEO, online advertising, and local promotions to increase your visibility and attract clients.

                      We’ll touch more on marketing in a moment. For now, just get established.

                      10. Prepare For The Grand Opening

                      A successful grand opening can set the tone for your business. Plan an event that attracts potential clients and generates buzz.

                      Here are some ways you can do that:

                          • Promotions and Special Offers: Offer enticing discounts, bundles, or free consultations for your audience.
                          • Social Media Campaigns: Use social media to promote the event and engage with your audience.
                          • Local Media Coverage: Reach out to local media for coverage and publicity.
                          • Build Referral Partners: Partner with local gyms, salons, and traditional spas to have them share the news about your grand opening with their clientele.

                        Make sure all your systems are a go for your grand opening. Your CRM, website, and staff should be prepared for an influx of customers.

                        You need to do some legwork on this. You can’t expect for people to show up if you don’t get the word out.

                        11. Get Clients For Your Med Spa Consistently

                        Now that you’re open and bringing in revenue, you’ll want to continue to reinvest your profits into ongoing marketing.

                        You want to be constantly booked out and staying busy.

                        Marketing is the way to do this. Here are the best marketing channels for Medical Spas:

                            • SEO: Optimize your website to attract organic traffic from Google Search. Steal our local SEO strategy for Med Spas here.
                            • Content Marketing: Create valuable content like blog posts, videos, and social media posts to engage potential clients.
                            • Email Marketing: Build an email list and send regular newsletters with promotions and tips.
                            • Paid Ads: Run Meta Ads, Pinterest Ads, or Google Ads to get more eyes on your business.

                          Continue to develop partnerships and referral programs, participate in local events, and monitor your marketing efforts to continuously improve client acquisition and retention strategies.

                          At Breeze, our specialty is marketing for medical spas. If you need some direction on how to market your business, we offer free consultations here.

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                          Austin Ryder

                          Austin Ryder

                          Health & Wellness SEO Consultant
                          Austin is a health and wellness SEO consultant with over 7 years of digital marketing experience, and a degree in Health Sciences.


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