FREE GUIDE
The Intake to Income Guide
Turn Your Intake Form Into a Premium Sales Tool Before the Consult Even Starts
 👇 Grab the free guide and let your intake do the heavy lifting.
If your team is over-explaining and under-converting, the problem isn’t their consult skills.
It’s your intake form.
Most intake forms collect data.
But they don’t prime the sale.
They ask clinical questions—but miss the emotional cues.
And when patients show up unclear or overwhelmed, your team is forced to work overtime just to “get the yes.”
This guide changes that.
The Intake to Income Guide™ shows you how to use one simple shift to:
âś“ Pre-sell premium services before your team says a word
âś“ Help patients clearly name their concerns using patient-first language
âś“ Reduce cognitive overload so patients walk in feeling understood
✓ Set your team up to lead consults that convert—without sounding salesy
You don’t need longer consults or better scripts.
You need a smarter start.
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.
