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I run a small marketing studio working with medical spas in the US. I'm looking for someone experienced in building lapsed-client win-back campaigns inside clinic booking software. STARTING THIS WEEK — MILESTONE 1 ($75) A test sequence built in a free trial account, using my own phone number and email, so we can start now rather than waiting for my next clinic to sign. Milestone 2 releases when a client campaign goes live. THE WORK, PER CAMPAIGN Each client has several hundred former patients who haven't booked in over a year. — Pull the lapsed-client list inside the clinic's own software (Boulevard, Zenoti, Mindbody, Vagaro, Aesthetic Record or PatientNow) — Segment it by last treatment type — injectables, laser, skin/facials, body — Build a three-message sequence: SMS + email on day one, one reminder three days later — Set stop rules: anyone who replies, books or opts out drops out of the remaining messages immediately — Schedule sends in batches of 150–200 a day, not all at once — Test the full sequence end to end before it reaches a single patient — Pull the results afterwards: sent, delivered, replies, appointments booked I write the offer and approve every word before anything is loaded or sent. You build, test and operate the mechanics. WHAT YOU WOULD NOT DO — Write the offer or the marketing copy — Contact my clients directly, in any channel — Export, copy or store patient data anywhere outside the clinic's own system — Press send on anything without my written approval COMPLIANCE — PLEASE READ, THIS IS NOT BOILERPLATE These are medical businesses and the data is patient data. You would be added as a named user on the client's system with a restricted, marketing-level role, granted by the clinic itself — never using my login, and never with access to clinical records. You would work under a signed confidentiality agreement, and a business associate agreement where the clinic requires one. Marketing SMS requires prior consent. Opt-outs must be honoured immediately and permanently, and penalties are assessed per message. If that sounds unfamiliar, this role isn't the right fit. WHAT I'M LOOKING FOR — Demonstrable experience with at least one of the platforms above — Confident, specific understanding of SMS consent and opt-out handling — Someone who tells me when a list is too small or a plan is a bad idea, rather than agreeing with everything
Project ID: 40720439
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95 freelancers are bidding on average £131 GBP for this job

Hello, As the founder of A4Logic and someone with over 15 years of experience in web and AI development, particularly with systems like WordPress, Shopify, and Laravel to name a few; I am well-equipped to handle your Med Spa CRM Reactivation Campaign project. My breadth of knowledge extends to working with APIs, ERP/CRM systems, SaaS platforms and even web scraping. This would put me in a unique position to manage patient data effectively within the clinic's specific software while still being able to automate and schedule appropriate communications without compromising the privacy or security of any patient information. I understand the importance of compliance and confidentiality when dealing with sensitive data like patient records. My experience and familiarity with handling consent for marketing SMS as well as managing opt-outs seamlessly will ensure that your campaign adheres to all legal and ethical requirements. I take care not only in developing high-quality scalable products but also in maintaining open channels of communication for effective project management. I'm also not afraid to voice my opinions if I believe there may be a better solution or approach that aligns with your goals. The success of your lapsed client win-back campaigns relies on both the quality of the offer and the precision of the mechanics that deliver it. With me at the helm, you can trust not only on punctual completion of technical tasks but also Thanks!
£30 GBP in 1 day
8.6
8.6

Greetings, I see you're looking for an expert to help re-engage lapsed clients for medical spas through SMS and email campaigns. My approach would start with pulling the lapsed-client list from their clinic software and segmenting it effectively based on treatment types. I’d then create a three-message sequence that ensures compliance with SMS consent and opt-out rules, keeping patient data secure and private. I have experience with platforms like Mindbody and Zenoti, and I'm well-versed in the intricacies of handling patient data responsibly. It’s crucial to test the full sequence before sending anything out to ensure everything runs smoothly. I'm committed to working closely with you to make sure your marketing copy and offers shine while I focus on the technical execution. Best regards, Saba Ehsan
£150 GBP in 3 days
7.9
7.9

Hello, I see you're looking for someone to help reactivate lapsed clients for medical spas through SMS and email campaigns. With 7+ years of experience in CRM marketing, I can efficiently pull client lists, segment them based on treatment types, and create a thoughtful message sequence. I understand the importance of compliance and patient data security, and I'm ready to work within the clinic's systems while ensuring everything is tested thoroughly before any messages are sent. I’d love to contribute to your marketing efforts. To get started, I can build a test sequence in a free trial account using your details. How do you prefer to handle the segmentation process for different treatment types? Best regards, Ivan Mandinski
£135 GBP in 2 days
7.7
7.7

✨Hi, I will be your social media marketing manager ✨ Hey, I'm Komal! I'm certified in social media marketing and content design. I've been working in marketing and managing pages for over ten years as part of a diverse team. "Wow! That's my company!" That is what I want you to say. I use social media as an integral part of nearly every digital marketing campaign. I help businesses access the best of social media and use it as a marketing asset." I will do : -BIO Setup and Page Optimization -Content Creation & Graphic Design -Paid Stock Images and Visual Content for Posts -High-Quality Branded Posts with your Logo & Website Link -Hashtag Research & SEO Indexing -Story Highlights -Cover Photos and Banners -Scheduling/Posting -Ongoing Support -IG & FB Reels, Short Videos, Stories, Posts, Pins and Tweets PLATFORMS: Instagram ! Facebook ! Pinterest ! Twitter(X) ! LinkedIn ! Google My Business Threads ! TikTok and YouTube My role as a social media marketing manager and content creator is to ensure that every post not only captures your audience's attention but also effectively drives marketing promotion, establishing your brand as a leader in its industry. I am waiting for your response. Thank you Komal :)
£60 GBP in 3 days
7.4
7.4

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£250 GBP in 63 days
7.8
7.8

Hi, I went through your project details and understand what you're looking to achieve. I'd be interested in working with you on this. Based on the requirements you've shared, I can handle the project from start to completion while keeping the work aligned with your expectations, timeline, and desired outcome. My approach is straightforward: first, I'll make sure the requirements and expected deliverables are clear. Then I'll complete the work in structured stages, share progress along the way, incorporate your feedback, and deliver the final work after everything has been reviewed. Before we begin, I have a couple of questions about your requirements that will help me understand the scope more accurately. Feel free to message me so we can discuss the details and determine the best way to move forward. Best regards, Anum
£250 GBP in 1 day
6.9
6.9

Hello, I hope you're having a good day. This project needs careful CRM operation, consent handling, and patient-data discipline. I won't overstate my background with a specific platform, so I'd first confirm which of Boulevard, Zenoti, Mindbody, Vagaro, Aesthetic Record, or PatientNow you want used for the test. My approach would be to work only through the clinic's restricted user role, keep all data inside its system, and test the SMS and email journey with your own details before any patient record is involved. I’d configure reply, booking, and STOP-based suppression rules, then verify the batch settings and reporting for delivered messages, replies, and appointments. I’m also comfortable flagging a weak list or an unsafe campaign rather than forcing it through. Could we have a short conversation about the free-trial platform, its consent fields, and how opt-outs are recorded permanently before starting this week? Thank you, Animesh
£80 GBP in 2 days
7.0
7.0

Greetings, I see you're looking for an expert to help with reactivation campaigns for medical spas. The goal is to engage former patients who haven’t booked in over a year, using SMS and email sequences tailored to their last treatment type. My approach would be to first pull the lapsed-client list from the clinic's booking software and then segment it accordingly. I would construct a three-message sequence that includes immediate outreach and timely reminders, ensuring compliance with opt-out requirements. I have solid experience with platforms like Mindbody and Zenoti, and I understand the nuances of SMS consent and patient data privacy. I’m comfortable working collaboratively to ensure that your approved messaging is executed flawlessly. Could you share what kind of offers you've found to be most effective in the past for these campaigns? Best regards, Mehran Riaz
£150 GBP in 4 days
6.2
6.2

Hi, I can help you build and operate the lapsed-client win-back campaigns while keeping the clinic's patient data inside its own system. **How I would handle it:** * **Platform Experience:** Comfortable working with clinic/booking platforms such as Boulevard, Zenoti, Mindbody, Vagaro, Aesthetic Record and PatientNow. * **Segmentation:** Segment lapsed clients by last treatment type — injectables, laser, skin/facials and body. * **Campaign Setup:** Configure the approved SMS + email sequence and the 3-day reminder exactly according to your instructions. * **Stop Rules:** Ensure replies, bookings and opt-outs immediately remove the patient from remaining messages. * **Batch Sending:** Schedule campaigns in controlled batches of approximately 150–200/day rather than sending everything at once. * **Testing:** Fully test the workflow using your test phone/email before any real patient receives a message. * **Reporting:** Track sent, delivered, replies and appointments booked and provide the campaign results. * **Privacy:** I will work only through the clinic's authorized account/role and will not export, copy or store patient data outside the clinic's system. * **Compliance:** I understand the importance of SMS consent, immediate opt-out handling, confidentiality and following the clinic's required BAA/NDA procedures.
£50 GBP in 2 days
6.4
6.4

Starting this week means we need to act quickly, especially with the test sequence in a free trial account. I’ll set up the campaigns in the clinic’s booking software, focusing on the SMS and email sequence to re-engage lapsed clients. Confirming the platform choice before we begin is essential for smooth integration. The plan involves pulling the lapsed-client list, segmenting it by treatment type, and building a three-message sequence that respects opt-in rules. I'll ensure to test the entire sequence before any messages are sent, following compliance guidelines closely throughout. I have hands-on experience with SMS consent management, and I’ve successfully handled similar campaigns before. What is the typical response rate you’ve seen from previous campaigns?
£140 GBP in 7 days
6.7
6.7

I’ve done similar reactivation campaigns for medical spas using Zenoti and Mindbody, pulling lapsed-patient lists, segmenting by treatment type, and building compliant SMS/email flows just like you described. Testing every step thoroughly before launch and applying strict opt-out and reply-stop rules is standard practice in my process. A quick question: do you prefer sending the initial SMS and email simultaneously on day one, or would staggering them improve deliverability for your clients? Also, have you noticed any variation in response rates by treatment segment that we should factor in before building the sequence? I can quickly set up the test sequence in your trial account using your contact info, so you get immediate feedback before moving to live campaigns. Reporting on delivery and bookings will be built in for easy tracking after sends. I’m ready to start this week and can ensure the mechanics run smoothly under your close supervision and compliance rules.
£20 GBP in 7 days
5.9
5.9

<<<✔Consider it DONE✔>>> YO! I understand your project and I'm eager to help. Drawing from my extensive experience in Web & AI development, I bring a highly scalable skill set that aligns perfectly with your project's requirements. In the WordPress sphere, my proficiency spans building and optimizing websites, maintainence, troubleshooting and more. Beyond this, I'm well-versed in AI features such as automation, CRM integration, and lead capture systems; a well-rounded expertise I reckon will be valuable in executing your CRM campaign. Looking forward to being part of your project! You will surely be impressed by my work! Not sure what the next step is? I offer free and professional consultation -- I'm just a text away. All the very best, Josh
£135 GBP in 2 days
5.6
5.6

Hi, I noticed you're starting with a test sequence in a free trial account, which is a smart approach to get things moving quickly. With my expertise in PHP and HTML, I can efficiently set up a win-back campaign that integrates seamlessly with clinic booking software, ensuring that your lapsed clients are re-engaged effectively. My experience with similar campaigns for medical spas in the US means I understand the nuances of this niche and can tailor communications to resonate with your audience. Could you specify which clinic booking software you're using, so I can ensure full compatibility and optimal results from the start?
£30 GBP in 7 days
5.7
5.7

==== Hi - Truong here ==== "MED SPA Lapsed-CLIENT WIN-BACK CAMPAIGN" - you need the campaign mechanics built inside the clinic's CRM without moving patient data outside it. I’d build the sequence around treatment-type segments, 150 to 200 daily batches, and hard stop rules for replies, bookings, and opt-outs. I’d test the complete flow using your trial account before any real patient receives a message, including consent and unsubscribe behavior. The important part is keeping every action inside the clinic system with the restricted role you described, while tracking sent, delivered, replies, and booked appointments afterward. Which of Boulevard, Zenoti, Mindbody, Vagaro, Aesthetic Record, or PatientNow should I use for the first test sequence? Looking forward to work with you.
£180 GBP in 1 day
5.4
5.4

Hi, I looked at your requirements and the critical part is running the reactivation mechanics safely inside each clinic’s system without exposing or copying patient data. I’d build the segmentation, consent-aware SMS/email sequence, stop rules, controlled batching and end-to-end testing directly in the clinic platform, then track delivery, replies and bookings. I’d also flag consent, list-size or platform limitations before anything is sent. Quick questions: Q1. Which platform should we use for the Milestone 1 trial? Q2. Does the clinic platform already provide consent and opt-out status for marketing SMS? These clarify the platform workflow and compliance controls before configuration. Jonas Dedzo
£300 GBP in 7 days
5.5
5.5

Dear Client, I’m Md Ruhul Ajom, an experienced full-stack developer with 10+ years’ experience building CRM workflows, integrations, automation, and secure database-driven systems. I understand you need clinic-approved win-back campaigns inside Boulevard, Zenoti, Mindbody, Vagaro, Aesthetic Record, or PatientNow, including treatment segmentation, controlled SMS/email sequences, batching, stop rules, end-to-end testing, and results reporting without exporting patient data. My CRM, REST API, automation, database, role-based access, and compliance-focused development experience fits this work. I have a few questions: i. Which booking platform will we use for Milestone 1? ii. Does the platform support native consent and opt-out status? iii. Will the clinic provide restricted named-user access? I’ll follow written approval requirements, protect patient data, document every workflow, and flag consent or list-size concerns before launch. Best regards, Md Ruhul Ajom
£80 GBP in 3 days
5.4
5.4

Hello, I would be happy to build and manage compliant lapsed-client win-back campaigns for your medical spa clients using CRM-based SMS and email automation. With 8+ years of experience in CRM, Email Marketing, Marketing Automation, Analytics, and campaign management, I can build segmented reactivation campaigns based on treatment history and manage the complete sequence inside the clinic’s approved software. I will segment lapsed patients by treatment type, set up the SMS + email sequence with reminders, and configure stop rules for replies, bookings, and opt-outs. I’ll also schedule controlled daily batches, test the complete workflow end to end, and ensure every campaign is launched only after your written approval. My focus will be on accurate campaign execution, consent-based SMS handling, immediate opt-out compliance, deliverability, and clear reporting on sent, delivered, replies, and appointments booked. I’ll work strictly within the clinic’s system and approved access, without exporting or storing patient data externally. I can first build the test sequence in your free trial account, validate the workflow, and make sure everything works correctly before a live campaign. I’m comfortable working carefully with sensitive patient data and following your confidentiality and compliance requirements. Please share the trial account details and campaign requirements so I can review the setup and get started this week. Best Regards, Manmohan
£100 GBP in 7 days
5.0
5.0

Hi, I can help build and operate the campaign mechanics while keeping your approved copy, patient-data restrictions, and compliance requirements intact. My experience includes email marketing, CRM workflows, lead management, segmentation, automation and customer communication. I can follow a controlled process: segment lapsed clients by treatment type, build the approved SMS/email sequence, configure stop rules, schedule controlled batches, test the complete workflow, and report delivery, replies and booked appointments. I understand that patient data must remain inside the clinic’s approved system and that nothing should be exported, copied or sent without written approval. I’m also comfortable following restricted user permissions and documented consent/opt-out requirements. I would start with the Milestone 1 test account, validate the workflow end-to-end using your own contact details, and document the setup before any live campaign. I’m detail-oriented and will flag issues such as insufficient list size, missing consent or workflow problems rather than simply proceeding. Best regards, Aklima Khatun
£55 GBP in 7 days
5.4
5.4

With deep expertise in web and mobile development plus my extensive experience working on diverse projects like E-commerce, CMS-based websites and CRM systems- I'm the perfect fit for your Med Spa project. I understand the technicalities involved in managing lapsed-client win-back campaigns and have relevant skills with Boulevard, Zenoti, Mindbody, Vagaro, Aesthetic Record or PatientNow. I take your clients' data privacy seriously. With me as a named user on their system, you can be assured that I'll adhere to strict confidentiality agreements. Importantly, I can provide a signed business associate agreement which is essential for working with medical businesses and patient data. And ensuring message compliance especially with SMS consent and opt-outs will be right up by my alley. Lastly, I appreciate your need for someone proactive who can assess the effectiveness of a campaign or list size. Trust me to always be candid with you on any matter with an aim to improve results and ensure your satisfaction. Let's get started on reinvigorating your clients' relationship starting this week!
£135 GBP in 7 days
5.4
5.4

Hey! We are a team of 62 professionals specializing in marketing automation, with 9+ years building compliant retention and win-back workflows for service businesses. Here’s how we can help: * Build segmented win-back sequences inside the clinic’s own platform * Configure SMS, email, batching, stop rules, and booking triggers * Test every workflow end-to-end using approved test data * Track delivery, replies, bookings, opt-outs, and campaign results Could you clarify which of Boulevard, Zenoti, Mindbody, Vagaro, Aesthetic Record, or PatientNow you’ve used before, and which platform will the first test sequence use?
£135 GBP in 7 days
4.5
4.5

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