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Final Program


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CME Available
CME Available
Includes a Live Demonstration
Includes a Live Demonstration
Includes a Video Demonstration
Includes a Video Demonstration

Business and Practice Management Session

Patient/Client Relationships, Conversion and Retention

Business Metrics

From First Visit to Lifelong Loyalty: Mastering Patient Conversion and Retention

Friday, May 29, 2026
1:45 PM - 3:45 PM US PT
Location: Business Mastery Stage - Royal Ballroom 3

A hands-on workshop where aesthetic professionals learn practical, ready-to-use strategies for converting new patients, strengthening follow-up retention, designing loyalty programs, and navigating difficult conversations. Participants leave with scripts, frameworks, and tools they can immediately implement to improve patient relationships and long-term practice revenue.

What to Expect & Learning Objectives:

  • Group-based activities, hands-on training development.
  • Walk away with ready-to-implement tools, templates, best practices, and resources.
  • Gain a blueprint of the aesthetic patient lifecycle.
  • Script effective conversations for consultations, follow-ups, and challenging situations.

Presentations:

  • 1:45 PM - 1:50 PM US PT
    Opening Remarks
  • 1:50 PM - 2:00 PM US PT
    Patient Acquisition vs. Retention Costs and Patient Journey Touchpoints

    Faculty: Terri Ross, Founder + CEO – Terri Ross Consulting

  • 2:00 PM - 2:35 PM US PT
    Workshop: The Patient Journey Optimization Lab

    Faculty: Terri Ross, Founder + CEO – Terri Ross Consulting

  • 2:35 PM - 3:10 PM US PT
    Workshop: Loyalty Program Design Challenge

    Faculty: Izhak Musli – Get Kudos AI

  • 3:10 PM - 3:40 PM US PT
    Workshop: Difficult Patient Conversation Activity

    Faculty: Terri Ross, Founder + CEO – Terri Ross Consulting

  • 3:40 PM - 3:45 PM US PT
    Closing Remarks