FREE GUIDE
The Intake to Income Guide
How to Turn Your Intake Form Into a Premium Sales Tool Before the Consult Even Starts
You’re Not Doing It Wrong. You’re Just Starting Too Late.
If your team is skilled, your services are solid, and patients still hesitate during the consult this isn’t about better scripts, more explaining, or “handling objections.”
✨ The truth is simpler than you think.
The sale should already be in motion before the consult begins.
Most intake forms are built for compliance, not conversion.
They collect data, but they don’t create clarity.
They check boxes, but they don’t build belief.
And when patients walk into the consult unclear, overwhelmed, or unable to articulate what they actually want
your team ends up doing all the heavy lifting.
The Intake to Income Guide shows you how to fix that.
Inside this free guide, you’ll learn how to:
âś“ Use emotionally specific, patient-friendly language that helps patients name their real problems before they ever sit down
âś“ Prime patients to self-identify with outcomes and desires, so premium recommendations feel aligned, not sold
âś“ Reduce cognitive overload so consults start with confidence instead of confusion
âś“ Set your team up to guide the conversation instead of pulling answers out of stressed, unsure patients
âś“ Create intake clarity that naturally leads to higher conversion and higher patient commitment
This isn’t about manipulation.
It’s about integrity, clarity, and belief-driven sales.
When patients understand themselves better, they make better decisions.
And when the intake does its job, the consult feels effortless.
👉 Download The Intake to Income Guide and start the consult before it even begins.
WHAT YOU’LL FIND INSIDE:
The Intake Shift™ — the simple change that turns your intake form into a pre-selling tool before the consult ever starts
The exact intake language that helps patients clearly name what they want (without feeling overwhelmed, confused, or put on the spot)
A smarter way to set up consults that lead to confident yeses, higher commitment, and premium recommendations that feel obvious
I'm Heather Terveen
YOURÂ AESTHETICS & WELLNESS PRACTICE COACH
Fifteen years ago, I left corporate sales and marketing to become a licensed aesthetician.
Within a year, I was hired to help launch a brand-new Med Spa. Not because I had decades of clinical experience, but because I understood something most practices miss:
How to position high-value care so patients feel confident saying yes.
Since then, I’ve worked with aesthetic and wellness practices across the country to increase consult conversion, raise average patient spend, and move away from one-off treatments toward premium plans that actually deliver results.
That’s exactly what The Intake to Income Guide is designed to help you do.
Because if your consults feel harder than they should, your team is over-explaining, or patients struggle to articulate what they want
the problem usually isn’t the consult itself.
It’s what’s happening before it.
Let’s turn your intake into the most powerful part of your consult process.
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DOWNLOAD THE FREE GUIDE NOW
Your Consult Might Be Working Against You
You don’t need better scripts, longer consults, or more explaining.
You need a smarter way to prepare patients before the conversation ever starts.
The Intake to Income Guide shows you how to turn your intake form into a belief-building, clarity-creating tool that sets your consults up for confident yeses and premium recommendations.
When patients can clearly name what they want, the consult feels easier.
Your team feels more confident.
And selling starts to feel like service again.
👇 Grab the free guide and start the consult before it even begins.
