Getting started with Aesthetix Media.
Welcome to the team. This guide covers everything you need to know about working with us — from your first kickoff call to your 90-day growth milestones. Bookmark this page. You'll want it handy.
Onboarding at a glance
From signup to launch in ~2 weeks
You stopped guessing. Now you grow.
Here's what happens next.
Your Aesthetix Media partnership is designed to be low-friction and high-impact. We handle the heavy lifting — strategy, execution, optimization, reporting — while keeping you informed and in control. You'll never wonder what's happening with your marketing. You'll always know what's working, what's being tested, and what's coming next.
This guide walks you through our onboarding process step by step. If you have questions at any point, your account manager is a message away — or check our FAQ for quick answers.
Your onboarding timeline.
Welcome & Access Collection
- You receive your welcome email with onboarding checklist
- Aesthetix Hub login credentials are sent
- We send access request instructions for all platforms (Google Ads, Meta, GA4, website CMS)
- You schedule your kickoff call (within 48 hours)
Kickoff Call
- 60-minute video call with your account manager
- We review your goals, target audience, current marketing, and competitor landscape
- We align on KPI benchmarks and what "success" looks like for your practice
- We confirm your service offerings, pricing, and target locations
- You provide brand assets, treatment menus, and any existing creative
Setup & Build
- We install tracking codes (GA4, Google Ads, Meta Pixel, Google Tag Manager)
- Aesthetix Hub CRM is configured with your pipelines, automations, and review sequences
- Ad accounts are structured and campaigns are built
- Social media content calendar is drafted (if applicable)
- Landing pages or funnels are created (if applicable)
Review & Launch
- You review campaign drafts, ad copy, and creative assets
- We address any feedback or revision requests
- Campaigns go live upon your approval
- Automations are activated in Aesthetix Hub
- Your practice is officially in growth mode
Early Performance Review
- Quick 30-minute call to review initial data
- Early performance indicators and any quick adjustments
- Confirm automations are firing correctly
- Address any questions from your team
What we need from you.
We've kept your to-do list as short as possible. Here's everything we'll ask for during onboarding.
Access & Credentials
- Google Ads account access (we'll send invitation instructions)
- Meta Business Manager / Facebook access (if running Meta Ads)
- Google Analytics / GA4 property access
- Google Business Profile access
- Website CMS login (Webflow, WordPress, Squarespace, etc.)
- Google Search Console access (if available)
Brand & Business Info
- Logo files (SVG or PNG preferred, light and dark versions)
- Brand colors and fonts (if you have a style guide)
- Complete treatment/service menu with current pricing
- Target locations and service radius
- Any existing marketing materials, brochures, or assets
- Before/after photos (with patient consent) if available
Strategic Input
- Top 3-5 treatments you want to promote most
- Your ideal patient profile (demographics, treatment interests)
- Competitors you're aware of in your local market
- Any promotions, events, or launches in the next 90 days
- Seasonality notes (slow months, busy months)
Most clients complete this checklist within 2-3 business days. Your account manager will follow up if anything is outstanding.
Aesthetix Hub dashboard
Suggested: 1600 × 1200 — CRM dashboard screenshot
Your Aesthetix Hub dashboard.
Aesthetix Hub is your real-time command center. As an Aesthetix Media client, you get full access to your CRM dashboard where you can see:
- Lead Pipeline: Every lead, from initial inquiry to booked treatment, with source attribution
- Campaign Performance: Ad spend, cost per lead, click-through rates, and conversion data
- Automated Sequences: Status of follow-up automations, review requests, and rebooking sequences
- Review Management: New reviews, average rating, review velocity trends
- Appointment Tracking: Booked appointments, no-show rates, calendar overview
- Monthly Reports: Archived reports accessible anytime
How to access
- 1Go to leads.aesthetixhub.com
- 2Enter the email and password from your welcome email
- 3First login will prompt you to set a new password
- 4Bookmark the dashboard for quick access
Can't access your dashboard? Use the “Forgot Password” link or contact support.
Your first 30 / 60 / 90 days.
First 30 Days
Foundation
Launch, learn, and establish baselines.
- Campaigns go live within 7-10 days of kickoff
- Initial data starts flowing — we're watching everything
- First leads enter your pipeline
- Automations begin nurturing leads automatically
- Review requests go out after first appointments
- Week 2 check-in call to review early data
- End of month 1: first monthly report delivered with baseline metrics
What you'll see
Early traffic, initial leads, and the system coming online. This month is about establishing data baselines, not judging final performance.
Days 31-60
Optimization
Refine targeting, improve conversion, and accelerate.
- Campaign optimizations based on 30 days of data (audience refinement, bid strategy, creative testing)
- A/B tests launched on ad copy and landing pages
- Lead quality review — are the right patients inquiring?
- Automation sequences refined based on response data
- Review velocity should be increasing
- Monthly report with month-over-month comparison
What you'll see
Lead quality improving, cost per lead decreasing, pipeline filling with qualified consultations. Momentum is building.
Days 61-90
Acceleration
Scale what works, cut what doesn't, and compound results.
- Winning campaigns scaled with increased budget allocation
- Underperforming campaigns paused or restructured
- New campaign angles tested based on data insights
- Retargeting audiences built from 60 days of visitor data
- Quarterly strategy review with updated goals
- By day 90: clear picture of ROI, cost per acquired patient, and growth trajectory
What you'll see
Predictable lead flow, measurable ROI, and a growth system that's running — not a collection of disconnected tactics.
How we stay in touch.
Scheduled Touchpoints
Kickoff Call
Day 2-360-minute strategy alignment and onboarding walkthrough.
Early Performance Review
Day 1430-minute review of initial data and early adjustments.
Monthly Strategy Call
Every month45-minute call to review the monthly report, discuss performance, and plan ahead. Scheduled on the same week each month.
Quarterly Strategy Review
Every 90 days60-minute deep-dive into overall performance, goal realignment, and upcoming quarter planning.
Ongoing Communication
Email / Slack
Your account manager is reachable via email or Slack (your choice) during business hours (Monday-Friday, 9 AM - 6 PM EST). We aim to respond within 4 business hours.
Aesthetix Hub Dashboard
Real-time access to campaign data, pipeline status, and reporting — check it anytime.
Monthly Report
Delivered by the 5th of each month. Covers performance, insights, and recommendations. No jargon, no fluff — just the numbers and what they mean.
Ad Hoc Requests
Need a campaign change, a new promotion, or a quick question? Email or Slack us anytime. Routine requests are handled within 1 business day.
Common onboarding questions.
Typically 7-10 business days from your kickoff call to campaigns going live. The timeline depends on how quickly access credentials and brand assets are provided. Most clients are fully launched within 2 weeks.
Ready to get moving?
Your account manager is ready when you are. If you haven't completed your onboarding checklist yet, now's the time. If you have questions, we're a message away.