Training Programs & Portfolio Systems
Training Programs & Portfolio Systems
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Retail Strategy & Sales Training and Skincare Category & Portfolio Build System with Editable Templates
Built from over two decades of real-world clinical experience, this program teaches your team how to move from sales-driven, inconsistent recommendations to a client-centered, structured, repeatable approach that gives providers, estheticians, and support staff a clear consultation strategy that delivers for both the client and the clinic.
Clarity creates confidence. Confidence drives consistency. Consistency delivers results. Results increase referrals. Referrals generate revenue.
This step-by-step framework helps clinics create consistent, confident skincare recommendations that improve client outcomes while naturally increasing retail performance.
What This Program Does
This program transforms how your clinic approaches skincare by:
• Creating a clear, structured consultation process
• Aligning providers around consistent recommendations
• Eliminating guesswork in product selection
• Increasing client trust through targeted, intentional regimens
• Driving retail results through better outcomes, not pressure
This is where skincare stops being optional and becomes part of the treatment plan.
What You Receive
Sales Training: Altruistic Retail & Client-Centered Consults
This is not traditional sales training.
This is Altruistic Retail—a client-centered approach that lowers resistance and increases follow-through by focusing on what the client actually needs.
Your team will learn how to:
• Lead with the client’s #1 skin concern as the entry point
• Reduce overwhelm by starting with a clear, targeted recommendation
• Build trust through intentional, outcome-based regimens
• Expand the regimen over time as results and readiness increase
• Sell without pressure by focusing on the plan, not the product
This approach shifts the conversation.
Instead of trying to “sell” multiple products at once, your providers learn how to create clarity for the client first—making it easier for them to say yes.
Lower resistance.
Higher adoption.
Stronger outcomes.
Skincare Category & Portfolio Guide
A structured system for building and refining your product portfolio, including:
• Step-by-step category build framework
• Identification and elimination of portfolio redundancies
• Strategic product selection guidance
• Clear mapping of products to specific skin concerns
This becomes the foundation for consistent, clinic-wide recommendations.
KPI Awareness & Performance Framework
An introduction to the KPI structure used to drive retail performance, including:
• Retail performance per patient
• Clear performance tiers
• How tracking drives behavior and results
(This program introduces the KPI system. The full google sheets 3-Year dashboard is available separately.)
Resources to support immediate execution, including:
• Patient intake forms
• Skincare regimen templates
• Consultation flow structure
• Front desk and support staff tools
• SOPs for check-in through check-out
These tools integrate directly into your clinic workflow to ensure consistency at every step of the client journey.
Build it with intention
How it works, you enter just two numbers: Patients Seen and Retail Sales
Everything else auto-populates for you.
No formulas. No setup. Just input your numbers and go.
What It Shows You
• Retail dollars per patient
• Daily performance
• Monthly trends (month-over-month)
• Yearly comparison (year-over-year, like-for-like)
• Color coded KPI tiers so you can see where you are—and where you’re going
How to Use It
This dashboard is designed as a companion to the Medical Aesthetic Retail Strategy & Sales Training, helping you track how consistently your team is implementing the consult.
The dashboard is a simplified, auto-calculating KPI dashboard designed to support your consult—not distract from it.
This is not about focusing on numbers.
It’s about improving what happens inside the consult and using data to reflect it.
Why It Matters
You do not grow by focusing on numbers.
You grow by improving:
• The consult
• The consistency of recommendations
• How the regimen is built
This dashboard simply shows you if it’s happening.
The Outcome
More consistent consults.
Stronger recommendations.
Better client outcomes.
And when that improves, the numbers follow.
Track your KPIs. Improve your consult. Results will follow.
@The Art of the Consult LLC. All Rights Reserved.
Retail Strategy & Sales Training and Skincare Category & Portfolio Build System with Editable Templates
Built from over two decades of real-world clinical experience, this program teaches your team how to move from sales-driven, inconsistent recommendations to a client-centered, structured, repeatable approach that gives providers, estheticians, and support staff a clear consultation strategy that delivers for both the client and the clinic.
Clarity creates confidence. Confidence drives consistency. Consistency delivers results. Results increase referrals. Referrals generate revenue.
This step-by-step framework helps clinics create consistent, confident skincare recommendations that improve client outcomes while naturally increasing retail performance.
What This Program Does
This program transforms how your clinic approaches skincare by:
• Creating a clear, structured consultation process
• Aligning providers around consistent recommendations
• Eliminating guesswork in product selection
• Increasing client trust through targeted, intentional regimens
• Driving retail results through better outcomes, not pressure
This is where skincare stops being optional and becomes part of the treatment plan.
What You Receive
Sales Training: Altruistic Retail & Client-Centered Consults
This is not traditional sales training.
This is Altruistic Retail—a client-centered approach that lowers resistance and increases follow-through by focusing on what the client actually needs.
Your team will learn how to:
• Lead with the client’s #1 skin concern as the entry point
• Reduce overwhelm by starting with a clear, targeted recommendation
• Build trust through intentional, outcome-based regimens
• Expand the regimen over time as results and readiness increase
• Sell without pressure by focusing on the plan, not the product
This approach shifts the conversation.
Instead of trying to “sell” multiple products at once, your providers learn how to create clarity for the client first—making it easier for them to say yes.
Lower resistance.
Higher adoption.
Stronger outcomes.
Skincare Category & Portfolio Guide
A structured system for building and refining your product portfolio, including:
• Step-by-step category build framework
• Identification and elimination of portfolio redundancies
• Strategic product selection guidance
• Clear mapping of products to specific skin concerns
This becomes the foundation for consistent, clinic-wide recommendations.
KPI Awareness & Performance Framework
An introduction to the KPI structure used to drive retail performance, including:
• Retail performance per patient
• Clear performance tiers
• How tracking drives behavior and results
(This program introduces the KPI system. The full google sheets 3-Year dashboard is available separately.)
Resources to support immediate execution, including:
• Patient intake forms
• Skincare regimen templates
• Consultation flow structure
• Front desk and support staff tools
• SOPs for check-in through check-out
These tools integrate directly into your clinic workflow to ensure consistency at every step of the client journey.
Build it with intention
How it works, you enter just two numbers: Patients Seen and Retail Sales
Everything else auto-populates for you.
No formulas. No setup. Just input your numbers and go.
What It Shows You
• Retail dollars per patient
• Daily performance
• Monthly trends (month-over-month)
• Yearly comparison (year-over-year, like-for-like)
• Color coded KPI tiers so you can see where you are—and where you’re going
How to Use It
This dashboard is designed as a companion to the Medical Aesthetic Retail Strategy & Sales Training, helping you track how consistently your team is implementing the consult.
The dashboard is a simplified, auto-calculating KPI dashboard designed to support your consult—not distract from it.
This is not about focusing on numbers.
It’s about improving what happens inside the consult and using data to reflect it.
Why It Matters
You do not grow by focusing on numbers.
You grow by improving:
• The consult
• The consistency of recommendations
• How the regimen is built
This dashboard simply shows you if it’s happening.
The Outcome
More consistent consults.
Stronger recommendations.
Better client outcomes.
And when that improves, the numbers follow.
Track your KPIs. Improve your consult. Results will follow.
The Art of the Consult: Esthetician Student Edition
Created for esthetician students, new grads, or anyone wanting to elevate their medical-grade skincare regimen-building skills, The Art of the Consult teaches you how to have client-centered product conversations that address the client’s #1 skin concern.
Inside, you’ll learn:
How to use intake conversations to build trust and guide your product recommendations
What it means to become your client’s Skincare Hero
Dream Team Trio education
How to connect skin concerns with product categories
How to handle time constraints and confidence gaps — turning product knowledge into actionable regimens
How to build and use a HERO Product Funnel
The foundation and format for building intentional skincare regimens
KPI-based tiers to measure success
Bonus pro tips from the field
Esthetician assessment tools
Tracking systems that simplify follow-up and client care
Whether you’re still in school or about to launch your career, this book will help you start with intention, set yourself apart, and build the foundation of a meaningful and lucrative career rooted in superior client outcomes.
When You’re Ready to Go Deeper
I highly recommend my full Esthetician Course.
It includes:
Editable Skin Concerns Intake Forms for both new and existing clients — ready for unlimited in-clinic use
An editable Skincare Regimen Recommendation Funnel, with step-by-step Building Your Funnel training
A Mock Clinic Funnel to reference as an example as you build your own
Esthetician-specific training on how to run this program independently in the treatment room, with templates you can carry with you throughout your career
For over 17 years, Carly Cottam worked in a dermatology office in a patient-facing role. Again and again, she heard the same thing from skincare reps and vendors:
“We wish we could duplicate you, Carly.”
What made Carly different wasn’t just a love for skincare, it was a deep understanding of it. She became obsessed with the science behind medical-grade formulations, knowing what ingredients did, how they worked, and when and why to use them.
After tens of thousands of consultations, Carly developed a strong belief in the power of medical-grade skincare. This belief wasn’t just based on impressive science. It came from watching it transform people’s skin, their confidence, and even the way they saw themselves.
What set her apart was her method:
She asked.
She listened.
And she made intentional recommendations.
This became known as Carly’s ALI Method: Ask. Listen. Intentionally Recommend.
Carly began asking thousands of providers across the country, “What is keeping you from confidently making skincare recommendations to your patients?”
Three common objections came up again and again:
Confidence gaps — Uncertainty about taking product knowledge and turning that into a complete regimen sale across different product lines.
Time constraints — Limited time during appointments.
Fear of sounding salesy — Discomfort initiating product conversations.
This was the turning point that led to The Art of the Consult.
By creating the Skincare Regimen Recommendation Funnel, a powerful education tool, Carly developed a system that addressed all three concerns.
This book offers an inside look into the mindset and the why behind The Art of the Consult. It will help you decide if you are ready to bring The Art of the Consult “Clinic-Wide: Customized Full Program” into your clinic. In addition, we dive into KPIs, goal setting, skincare revenue gaps and more. Results. Referrals. and Revenue are waiting.
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