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Novara Med Spa Month 1 Onboarding Portal  ·  with Doaa Zaher
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Private onboarding portal · Novara Med Spa, Arizona
Month 1 Plan

Month 1 Marketing + Website Optimization Plan

Patient acquisition now, stronger brand and conversion foundation next.

This is Hina's hub for the first month of work with Doaa. Everything agreed on lives here: what Doaa will deliver, what Doaa needs from Hina, the decisions to lock in, and how progress is tracked. Check items off as they are completed and watch the progress bar fill.

This first month is designed to create momentum without rebuilding everything from scratch. The priority is to drive qualified patient interest through focused marketing campaigns while sharpening the website message, aligning the look with Hina's clinical aesthetic, organizing the content system, and setting up tracking in the background.

Month 1 Focus
Patient acquisition plus website conversion cleanup.
Role Fit
Brand Strategist and Clinical Consultant.
Structure
70% / 30% 70% marketing, 30% website and SEO optimization.
Goal
Foundation + revenue Build the foundation while launching revenue-driving campaigns.
The Approach

We are not rebuilding the business from zero. We are organizing what already exists, tightening the message, launching campaigns, improving the patient journey, and identifying what actually brings patients in.

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Immediate Next Steps

The fastest path to a productive first week.
01

Month 1 Scope: What I'll Deliver

Eight focused deliverables. Tap a status badge to update where each one stands.
Optimize homepage messaging and conversion flow
High Status

Review the current homepage and improve the clarity of the message, patient journey, calls-to-action, offer hierarchy, and conversion flow.

Outcome: A homepage that makes it easier for new visitors to understand what the med spa offers, why they should trust it, and what action to take next.
Align the website with Hina's clinical aesthetic (unpublished draft)
HighStatus

Refine the visual direction so the brand feels premium, trustworthy, and consistent, with a look that matches Hina's clinical, elevated aesthetic. Build an unpublished Shopify website draft as a proposed direction Hina can review, without touching or disrupting the live site.

Outcome: A polished, on-brand website direction Hina can see and approve before anything goes live.
Build 1 to 2 high-converting summer campaigns
HighStatus

Create focused promotional campaigns designed around seasonal demand, available services, patient pain points, and revenue priorities.

Outcome: Clear offers that can be promoted through email, SMS, social, and landing pages.
Create email and SMS campaign sequences
HighStatus

Write and structure campaign messages for existing leads and patients, with attention to consent, segmentation, urgency, and booking flow.

Outcome: Campaigns that can drive appointments without relying only on social posting.
Create the monthly content plan and scripts
MediumStatus

Build the monthly content plan: themes, video prompts, hooks, captions, and simple scripts (starting with 10 pieces for July) so Michaela knows exactly what to capture, edit, and post.

Outcome: Content becomes intentional and tied to offers, not random.
Create landing page direction for key services
MediumStatus

Identify which services need dedicated landing pages and map the content structure for those pages.

Outcome: Campaign traffic has better places to land, increasing booking potential.
Review analytics weekly
FoundationStatus

Review website, social, email, SMS, booking, and lead source data weekly.

Outcome: Marketing decisions are based on real performance, not guessing.
Identify what is actually bringing patients in
HighStatus

Track and compare patient sources, campaign performance, lead quality, booking conversions, and follow-up gaps.

Outcome: Clearer understanding of which channels and campaigns deserve more attention.
02

What Doaa Needs From Hina: Access & Information

Check each item off as access is granted or information is shared. Most are a quick invite or a folder link.
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Client Inputs Needed

Nothing below requires a rebuild. Most items are a quick invite, a login share, or a folder link. The faster these come in, the faster campaigns can launch. Items marked "if used" or "if available" only apply if the spa already has them.

1 Website and store access
2 Analytics and tracking access
3 Email and SMS access
4 Booking, CRM, and patient journey access
5 Content and existing assets
6 Brand assets

Several of these are captured automatically when Hina completes the brand quiz.

7 Services, offers, and sales information
8 Compliance and patient consent
03

First 30-Day Timeline

Week 1

Audit, Access, and Website Direction

Focus
  • Get access
  • Review website, analytics, services, booking flow, email/SMS setup, and existing assets
  • Identify the fastest opportunities for patient acquisition
  • Generate an unpublished Shopify website draft as a proposed direction
Deliverables
Week 2

Messaging, Website Cleanup, and Campaign Planning

Focus
  • Tighten homepage messaging
  • Clarify offer positioning
  • Choose 1 to 2 summer campaigns
  • Map email/SMS sequence
  • Create content themes
Deliverables
Week 3

Campaign Buildout and Content System

Focus
  • Build campaign copy
  • Draft email/SMS sequence
  • Create content scripts and capture system
  • Create landing page direction for key services
Deliverables
Week 4

Launch, Review, and Optimize

Focus
  • Launch or prepare campaigns for launch
  • Review early data
  • Identify lead source performance
  • Refine next-month priorities
Deliverables
04

Decisions Needed From Hina

These unlock the campaigns. The sooner they are confirmed, the sooner we move.
05

Team Responsibilities

A clear split so nothing falls through the cracks.
Already confirmed

Michaela owns content capture, editing, and posting (Doaa provides the strategy). Novara's front desk and team own DM responses and new lead follow-up. Doaa stays focused on strategy, campaigns, the website direction, and the systems that bring patients in.

AreaNovara TeamDoaaNotes
Website Provide access, approve edits, provide service information Optimize messaging, conversion flow, brand alignment, landing page direction, and the unpublished site draft No full rebuild in month 1, the draft stays unpublished until approved
Campaigns Confirm offers, pricing, availability, approvals Build campaign strategy, messaging, email/SMS, and launch plan Campaigns must connect to booking flow
Content Michaela captures, edits, and posts the content Provide the content strategy, themes, hooks, scripts, prompts, and monthly plan Michaela owns capture, editing, and posting. Doaa owns the strategy.
Email/SMS Provide Boulevard (BLVD) access and confirm consent is clean Write and structure campaigns Consent must be clean before SMS campaigns
Analytics Provide access to analytics, booking, CRM, and lead source data Review weekly and identify what is driving patients Tracking is required to make smart decisions
Compliance Provide approved language, consent forms, and review process Keep marketing aligned with approved claims and patient privacy rules No patient content without consent

Website

Novara teamProvide access, approve edits, provide service information
DoaaOptimize messaging, conversion flow, brand alignment, landing page direction, and the unpublished site draft
NotesNo full rebuild in month 1, the draft stays unpublished until approved

Campaigns

Novara teamConfirm offers, pricing, availability, approvals
DoaaBuild campaign strategy, messaging, email/SMS, and launch plan
NotesCampaigns must connect to booking flow

Content

Novara teamMichaela captures, edits, and posts the content
DoaaProvide the content strategy, themes, hooks, scripts, prompts, and monthly plan
NotesMichaela owns capture, editing, and posting. Doaa owns the strategy.

Email/SMS

Novara teamProvide Boulevard (BLVD) access and confirm consent is clean
DoaaWrite and structure campaigns
NotesConsent must be clean before SMS campaigns

Analytics

Novara teamProvide access to analytics, booking, CRM, and lead source data
DoaaReview weekly and identify what is driving patients
NotesTracking is required to make smart decisions

Compliance

Novara teamProvide approved language, consent forms, and review process
DoaaKeep marketing aligned with approved claims and patient privacy rules
NotesNo patient content without consent
06

Weekly Review Metrics

What we look at every week to decide what gets more attention.
Website sessions
Top traffic sources
Homepage conversion actions
Booking link clicks
Form submissions
Phone calls
New leads
Consultations booked
Consultations completed
Treatments booked
Revenue connected to campaign (if trackable)
Email open rate
Email click rate
SMS click rate
Social reach
Social saves and shares
DMs from content
Lead source quality
Missed calls and follow-up gaps
07

Success Criteria for Month 1

If these are true at the end of month 1, the foundation is in place.
08

Boundaries and Clarity

What this role is, and what needs to be owned by the team or scoped separately.

This role is designed to build the marketing strategy, campaign structure, messaging, content direction, website conversion improvements, and performance review system. Filming, editing, and posting are owned by Michaela. Responding to DMs and comments, and new lead follow-up, are owned by Novara's team. Doaa's focus stays on strategy, campaigns, the website direction, and the systems that bring patients in.

Content matters, but random content is not the goal. The goal is content connected to offers, booking paths, patient objections, and follow-up systems.