SPA & MEDSPA CONSULTING
THE BLUEPRINT FOR SUCCESS
BUSINESS PLANNING
FOR SPAS & MEDSPAS
Whether you're seeking financing or self-funding, the startup phase is essential for aspiring spa entrepreneurs to create the necessary documents to secure funding. You will receive three crucial documents that provide bankers and/or investors with the information they need to evaluate your project: comprehensive market research that highlights the local spa industry landscape, a detailed business plan that spans 20-25 pages and outlines your spa concept, service offerings, proposed location, sales and marketing strategy, and your biography as the owner, and a thorough profit and loss statement that projects financial outcomes based on the size, location, and concept of your spa. With these documents, you’ll be well-equipped to attract the funding you need to launch your dream spa!
- In-depth analysis of existing competitors
- Comprehensive price point comparison
- Clear executive summary & mission statement
- Defined objectives, market trends, and competitive edge
- Strategic marketing & sales plan
- Detailed programming & space allocation
- 5-year financial projections with capital expenditures
- Labor cost assumptions & compensation breakdown
PIONEERING CONCEPT FOR SPAS & MEDSPAS
As you enter the spa and beauty industry, standing out among esteemed brands demands a relevant concept that carves out a distinct niche. At LEXI DESIGN, we help you create a unique business model tailored to your vision—whether focusing on a traditional spa or medspa or embracing a modern consumer experience like a Botox Bar, Facial Bar, or Head Spa. Our approach includes crafting a contemporary service menu, implementing strategic pricing, selecting cutting-edge technology, and developing a signature method, all while choosing top-quality skincare products that reflect your brand ethos. This comprehensive strategy transforms your idea into a pioneering concept, laying the foundation for a powerful brand in the future.
- Pinpoint business opportunities and competitive positioning
- Determine how to stand out and differentiate
- Craft a unique and modern service menu
- Recommend technology and skincare lines
- Ensure cohesion among concept, brand identity, and interior design
- Highlight unique methods and develop a signature culture
SPA & MEDSPA CONSTRUCTION ASSISTANCE
This crucial phase equips the architectural team with everything they need to design a layout that is both beautiful and functional. We start by providing a Spa Program that outlines square footage requirements and adjacencies. From there, initial drawings are developed to help the team visualize scale and flow. These drawings serve as a ‘design intent’ guide, and the architects will further refine them to ensure they meet code. Each version is carefully reviewed, with recommendations made along the way. Once the plans are finalized, the architect and general contractor receive a detailed Spec Book, including a room-by-room list of equipment and their dimensions, as well as electrical, plumbing, and HVAC requirements.
- Define ideal square footage, usage, and occupancy
- Develop spacing and floor plan for design intent
- Create rough bubble drawings to guide the design
- Review and appraise all working plans
- Provide detailed equipment specs to the architect and design team
- Coordinate with technicians for seamless equipment installation
SPA & MEDSPA OPERATIONS
& INFRASTRUCTURE
Once your spa’s design is perfected, it’s time to build a seamless internal infrastructure that ensures smooth, efficient operations. We start by defining the guest experience and clarifying staff roles, then create comprehensive Standard Operating Procedures (SOPs), including department manuals, daily task checklists, and signature treatment protocols. Next, we guide you in selecting the perfect 'tech stack'—a customized blend of software for scheduling, point of sale, charting, e-signatures, online booking, gift cards, and more. Since no single software can do it all, we carefully choose and integrate the best solutions for your unique needs. Finally, we provide all the essential Back of House forms, from new hire documents to detailed policies and consent forms, ensuring your spa runs smoothly, efficiently, and professionally.
- Scheduling, POS, and charting solutions
- Before/after photo software and CRM tools
- Newsletters, SMS, and marketing campaign systems
- Streamlined operational flow and guest experience
- Comprehensive spa policies, procedures, and operations manuals
- Detailed opening and closing procedures for daily duties
- New hire documents and job descriptions
- Classified ads, consent forms, and treatment protocols
RETAIL PLANNING FOR SPAS & MEDSPAS
Your spa deserves a retail experience that’s visually captivating and emotionally engaging, and that’s where LEXI DESIGN shines. We stay ahead of the trends by curating a retail mix of indie products and small-business merchandise tailored specifically to your brand and budget. Our process begins with developing criteria that guide a thoughtful product selection. We then craft a unique assortment of items, advising on stock quantities to ensure a balanced offering. From there, we design a retail planogram—a detailed blueprint of product placement that tells a cohesive visual story. LEXI DESIGN brings your retail vision to life, setting up engaging "shelf talkers" and ensuring seamless sales in-store and online.
- Establish a budget based on square footage and brand criteria
- Research and recommend a curated retail mix, including SKUs and quantities
- Develop shelf-by-shelf product placement and organize opening order invoices
- Assist with visual merchandising and create engaging retail shelf talkers
- Choose the right POS software and system
- Set up a seamless online store for integrated sales
READY TO GET STARTED?
Want to learn more about how Lexi Design can help you create an unforgettable spa experience? Fill out the form below, and let’s chat!
