DR. V MEDICAL AESTHETICS
MORNING HUDDLE — CONFIDENTIAL STAFF BRIEFING
THURSDAY · JULY 16, 2026
Tox Rate: $14/u returning · VIP $11/u · BYT $12/u · NP campaign $10/u (1st + 2-wk f/u)  |  Neck MN: $100 add-on — Sandra + Camille GRANDFATHERED  |  🧴 ZO stat = last skincare purchase on each card
sync starting… Tap any field to edit. Circle buttons = coaching scripts. 💡 gold button = converting tips. Pencil (bottom) = Apple Pencil annotate. FD box — fill 💜 wallet + 💚 charge before patient arrives.
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Today's Revenue Target
$11,000+
15
Patients
4
BYT / Membership Pitches
3
Tox Due This Week
Sept 2026
Area pricing switch
3
Sculptra Closes
2
BYT Pitches
Sept 2026
Area pricing switch
⚡ Today's Focus
🌸
Gina Harries — Book Tox Before She Leaves
~116u, 5+ months out. MN only today — after treatment, book her overdue tox before she walks out. BYT saves her $232/visit.
⚠️
Jackie Trebesh — Neck Error, Dr. V Decides
Neck treated MN #1+#2 without consent discussion. Face only today. Do NOT raise with patient until Dr. V decides.
💔
Maria Mendoza — Cancellation Risk
Wants to end membership in September. Find out WHY first. Strongest retention: Month-12 Erbium peel she's been prepping for.
🆕
Elizabeth Moran — $2,100–$3,100 Consult
New patient, tear trough + lip. Chin+lip combo $1,500, TT + cheek support option. Filler membership pitch.
💳
Melissa O'Meara — $5K Cherry Close
New patient, 5:45PM. Consult paid. Pitch the whole-year Glo package (~$4,000 on Cherry): year of Glo + retinol kit + today's tox at $11/u. FACE only.
📋 Patient Schedule — July 16  |  Anna Chrisco  |  11AM – 7PM
Sandra Porras
VIP Glo Rx Microneedling ~#9-10 · 11:00 AM
⏰ 11:00 AM 👑 VIP Glo $250/mo — verify paid Neck GRANDFATHERED — no charge 🌹 Rosacea — IPL rec'd since 04/30 CO2 winter prep — retinol check
06/18/26 — VIP Facial (swapped MN)Last Visit
$11/u member · MN includedRate
Fhead 0.8 · eyes 0.3 · cheeks 1.6 · perioral 1.4 · neck 1.8 · sp8 ×2Last MN Settings (05/28)
$185 lifetime · last 10/15/25 (9 mo — Radical Night Repair)🧴 ZO / Retail
📷 MN series photos — same angles as prior sessions
ZO — APPROACH CAREFULLY: Prior ZO broke her out; on EltaMD at home. Retinol Skin Brightener caused irritation — restart plan: 1-2 nights/week → build to daily. Needs 6 weeks retinol before CO2/Er:YAG. Check compliance TODAY — CO2 winter prep depends on it.
OPEN LOOPS: IPL for rosacea recommended monthly since 04/30 — has it started? Hormone consult discussed (perimenopausal ×4 yrs), questionnaires pending. Future: ~3 syr hyperdilute Radiesse neck + 1 syr fine line filler post-laser.
AWARENESS: 02/18 oncology reference in chart — do not probe, just be aware.
📝 DOCUMENT (chart protection): Chart retinol compliance status + CO2 timeline dependency · rosacea/IPL recommendation repeated (3rd visit running — document patient awareness) · do NOT chart speculation re: 02/18 oncology note.
Clinical — Anna
  • MN ~#9-10 — settings per 05/28 map
  • Neck included — grandfathered, NO charge
  • Retinol compliance check → CO2 timeline
  • IPL/rosacea status check
Front Desk — Collect
Membership session — neck included
  • Verify July VIP Glo payment
  • Rebook next MN before checkout
Staff:
FD — Verify & Complete Before Huddle
Michele Givens
VIP Glo Rx Microneedling ~#18 · 11:00 AM
⏰ 11:00 AM 👑 VIP Glo $250/mo — verify paid ⚠️ SWELLS every MN — antihistamine BEFORE 🔄 Wants RFMN — confirm today Neck $100 add-on policy
04/24/26 — VIP Glo MN #17Last Visit
$11/u member · MN includedRate
Fhead/nose 1.0 · cheeks/perioral 1.5 · orbital 0.3 · neck 2.0Last MN Settings (04/24)
$678 lifetime · last July 2025 (12 MONTHS)🧴 ZO / Retail
📷 MN series photos + lip photos (assess 01/22 Restylane-L)
SWELLING PROTOCOL: Swells every MN — confirm antihistamine taken BEFORE treatment at check-in.
RFMN CONVERSION: Wants to switch to RFMN — confirm interest today. If converting: waive activation, transfer from VIP Glo. This may make the neck add-on question moot.
ASSESS + RESTOCK: Lip filler Restylane-L 0.5mL placed 01/22/26 — assess today. ZO 12 months since last purchase — check what's running low. Weight loss membership resumes September.
📝 DOCUMENT (chart protection): Chart antihistamine taken pre-MN (or refused — her known swelling reaction makes this the key liability line) · MN settings used · lip filler assessment findings at 6 months post-placement.
Clinical — Anna
  • Antihistamine check FIRST
  • MN #18 per 04/24 settings
  • Assess 01/22 lip filler
  • RFMN conversion conversation
Front Desk — Collect
Membership session + $100 neck if added
  • Verify July VIP Glo payment
  • Neck script at check-in ($100)
  • If RFMN converts: waive activation, transfer
Staff:
FD — Verify & Complete Before Huddle
Eric Alexander
Hair Restoration Bio: RFMN #3/4 (green = biostim) · 12:00 PM
⏰ 12:00 PM 🌿 Biostimulator included today (green booking) Mid-series — NO upsell today
RFMN Hair Restore #2/4 (prior session)Last Visit
Series — prepaid protocolRate
Session 3 of 4Series
📷 Scalp photos — same angle/part-line as prior sessions for series comparison
MID-SERIES: Let provider lead — no upsell today. After session 4: discuss maintenance schedule + next series.
📝 DOCUMENT (chart protection): Session 3/4 settings + biostimulator product/lot charted · scalp photos same angle for series evidence.
Clinical — Anna
  • RFMN #3/4 with biostimulator
  • Series comparison photos
Front Desk — Collect
Series session — confirm prepaid
  • Book session 4 before checkout
Staff:
FD — Verify & Complete Before Huddle
Tanya Christ (70)
Lip Filler Removal (dissolving) · NEW PATIENT · 12:00 PM
⏰ 12:00 PM 🆕 NEW — DOB 3/30/1956, Age 70 💰 Prepay deal: $850 lip filler → removal $50
NEW PATIENT — no prior visitsLast Visit
$250 removal · $50 if prepays $850 lip fillerRate
None — new patient🧴 ZO / Retail
📷 Full new-patient baseline + lip photos before dissolving (all angles)
PREPAY OFFER: Removal is $250 standard. If she PREPAYS her next lip filler at $850 today → removal drops to $50 (saves $200). She's already planning to redo the lips — this is the natural close.
NEW PATIENT CHECKLIST: Intake forms, baseline photos, Aspire enrollment, rebook filler appointment before she leaves.
📝 DOCUMENT (chart protection): Hyaluronidase consent SIGNED before dissolving (allergy risk disclosed — off-label use) · photograph lips BEFORE dissolving (outside injector's work — document pre-existing state) · chart who placed original filler if known · post-dissolve instructions given.
Clinical — Anna
  • Lip filler removal (hyaluronidase)
  • Assess for refill timing — dissolve settle time before new filler
  • New patient intake + baselines
Front Desk — Collect
$250 removal OR $50 + $850 prepaid lip filler
  • Present prepay math BEFORE checkout
  • If prepaid: load $850 lip filler to wallet
  • Book filler appointment
Staff:
FD — Verify & Complete Before Huddle
Megan McBride
VIP Facial / MN #16 · VERIFY appointment on AR schedule · 1:00 PM — VERIFY on AR
⏰ 1:00 PM — VERIFY on AR 👑 VIP Glo $250/mo — verify paid ⚠️ Tox 9 MONTHS overdue (10/23/25) Forehead sensitivity — conservative ⚠️ Verify 06/25 checkout completed
06/25/26 — VIP MN #15 (⚠️ checkout not confirmed)Last Visit
$11/u member · MN includedRate
Fhead/nose 1.0 · cheeks 1.8 · perioral 1.6 · neck 1.8 — peptide gelLast MN Settings
$1,175 lifetime · last 05/28/26 (Plated ×2, GF Serum, Pads)🧴 ZO / Retail
📷 MN photos + iPad expression photos if tox happens today
BILLING — VERIFY 06/25: No invoice or Clover charge found for the 06/25 visit. Verify checkout completed before today's visit; collect if missed.
TOX 9 MONTHS OVERDUE: Last Dysport 10/23/25. Open naturally in-visit, then BYT pitch — locks $12/u vs $14 standard before Sept area pricing.
CLINICAL: Erbium/chem peel missed first round — reschedule (Fitz III-IV, prep critical). C-section scar treating with MN in-session. Forehead bumps from aggressive settings — stay conservative. ZO: check what's running low from 05/28 haul.
📝 DOCUMENT (chart protection): Resolve + chart the 06/25 billing gap BEFORE new charges · conservative forehead settings + reason (prior bumps) · C-section scar MN: separate consent scope for off-face treatment.
Clinical — Anna
  • Confirm appointment is real (not on AR screenshot 7/15)
  • MN #16 — conservative forehead
  • C-section scar MN in-session
  • Tox conversation — 9 mo overdue
Front Desk — Collect
Membership session + tox if done + 06/25 balance if missed
  • Verify 06/25 checkout FIRST
  • Verify July VIP Glo payment
  • Neck $100 if added
  • Book Erbium/peel reschedule
Staff:
FD — Verify & Complete Before Huddle
Camille Esteves
VIP Facial #6 (scar series — facial today, not MN) · 1:00 PM
⏰ 1:00 PM 👑 VIP Glo $250/mo — verify paid Neck GRANDFATHERED — no charge Subcision Sept 2026 — ready to schedule? Tox 22u 04/09 — ~3.5 mo, may be due
06/11/26 — VIP MN #5 (scar protocol)Last Visit
$11/u member · facial includedRate
Fhead/nose 1.0 · face 1.6 · scar areas 2.0 · neck 1.6 — peptide gelLast MN Settings (06/11)
$602 lifetime · last 06/11/26 (Pigment Control Kit — CURRENT)🧴 ZO / Retail
📷 Scar series photos — temples both sides, same angle/distance every session
SCAR SERIES: Rolling scars bilateral temples + PIH cheeks. Subcision planned September 2026 — ask if ready to schedule. Post-subcision plan: HA filler (Restylane Silk) or Radiesse + PRP option.
TOX CHECK: 22u Dysport frontalis + glabellar 04/09 — ~3.5 months. May be due — check today at $11/u member rate.
DO NOT PUSH: ZO current (bought kit 06/11). Tattoo removal consult 06/19 postponed — she's reconsidering, leave it alone. Chin filler — declining more for now.
📝 DOCUMENT (chart protection): Scar-series photos same angle/distance (subcision baseline evidence) · if tox done: units + areas + lot # · chart patient declined further chin filler (protects against 'you never offered' AND 'you overtreated').
Clinical — Anna
  • VIP Facial #6 today (not MN)
  • Neck included — grandfathered
  • Subcision scheduling conversation
  • Tox assess — 22u pattern if due
Front Desk — Collect
Membership session + $11/u × units if tox
  • Verify July VIP Glo payment
  • Book September subcision if she's ready
  • Rebook next session
Staff:
FD — Verify & Complete Before Huddle
Gina Harries
VIP Glo Rx Microneedling #2 (rescheduled from 7/9) · ~1:30 PM
⏰ ~1:30 PM 👑 VIP Glo $250/mo — verify paid 🎂 BIRTHDAY JULY 27 ⚠️ TOX OVERDUE — ~116u, 5+ months (Feb 2026) 💰 BYT saves her $232/visit — TOP pitch
06/11/26 — VIP Glo MN #1Last Visit
$11/u member · MN includedRate
$518 lifetime · last 02/05/26 (travel kit — 5 mo, running out)🧴 ZO / Retail
📷 MN photos + iPad expression photos before tox if done today
DO NOT LET HER LEAVE WITHOUT TOX BOOKED: High-volume tox patient (~116u Dysport), last ~Feb 2026 — 5+ months out. MN today; after treatment, book her tox appointment before she walks out.
🎂 BIRTHDAY JULY 27: Acknowledge at check-in. Natural warm opening for the visit.
ZO RESTOCK: Full travel kit 02/05 — travel sizes running out after 5 months. Restock conversation at checkout.
📝 DOCUMENT (chart protection): If tox booked not done: chart that overdue status was discussed and appointment offered (documents follow-up diligence at 5+ months).
Clinical — Anna
  • MN #2 — series continuing
  • Neck $100 add-on if requested
  • Do NOT pitch BYT mid-session — after treatment
Front Desk — Collect
Membership session + $100 neck if added
  • Verify July VIP Glo payment
  • TOX APPOINTMENT BOOKED before she leaves
  • BYT pitch at checkout — use the $232 math
Staff:
FD — Verify & Complete Before Huddle
Elizabeth Moran
New Patient Consult — Tear Trough + Lip Filler · 2:00 PM
⏰ 2:00 PM 🆕 NEW PATIENT 💎 Potential $2,100–$3,100+ No HSV history on file
NEW PATIENT — consultLast Visit
Consult · quoted TT ~$1,100, lips from $850Rate
TT ~$1,100 · lips from $850 (GHL)Quoted
None — pitch daily kit🧴 ZO / Retail
📷 Full new-patient baseline — front + 45° + 90° both sides, neutral + expression
TREATMENT PATH OPTIONS: Chin imbalance → pitch Chin + Lip combo $1,500 vs lip alone $850. TT needs cheek support → $1,999 add-on option. Total potential today: $2,100–$3,100+.
MEMBERSHIP PITCH: Fillers membership $50/mo + $200 activation — $499/syringe on select fillers, max 3/quarter. Or $100 off first-visit filler (new patient campaign) if she treats today — no stacking with membership.
NEW PATIENT CHECKLIST: Intake forms, before photos, Aspire enrollment, membership info, REBOOK before she leaves.
📝 DOCUMENT (chart protection): Consult: chart assessment findings, options presented WITH prices, and what she chose/declined · baseline photos before ANY treatment · HSV status asked and charted · consent signed if treating same day.
Clinical — Anna
  • Assess: under-eye volume loss — TT vs cheek-first approach
  • Profile assessment for chin+lip balance
  • No HSV on file — confirm verbally
Front Desk — Collect
Consult → treatment plan total if she proceeds
  • $100 consult credited if treated same day
  • Aspire enrollment
  • Rebook before she leaves
Staff:
FD — Verify & Complete Before Huddle
Ana Palomino
Neurotoxin — DUE THIS WEEK · 3:00 PM
⏰ Tox due — 3 mo from 04/30 💰 3-option membership pitch — let her guide Static glabellar rhytids — tissue, not just muscle
04/30/26 — 1u touch-up R brow (spocking fix)Last Visit
$14/u returning (NP promo used 4/15 + 4/30)Rate
$418 lifetime · last April 2026 (Anti-Aging Program + Smart Tone + W+T)🧴 ZO / Retail
📷 iPad expression photos — before tox, all angles with expression
SPOCKING HISTORY: 04/30 follow-up needed 1u right brow correction. Watch lateral frontalis balance today.
3-OPTION MEMBERSHIP PITCH: BYT $120/mo (banks 10u @ $12, rolls over) → VIP Basic $195/mo (facial/MN + $11/u + 15% ZO) → VIP Glo $250/mo (medical MN tier). Let her express interest first, escalate from BYT upward. Urgency: area pricing September.
MN SERIES: Recommended at last visit for glabellar remodeling (static lines are collagen/tissue) — revisit today if interested. ZO regimen fairly new — check tolerance.
📝 DOCUMENT (chart protection): Expression photos pre-tox · chart prior spocking correction + today's adjusted lateral dosing (shows learning from prior outcome) · units per area + lot #.
Clinical — Anna
  • Forehead + glabella — watch R brow spocking
  • MN series conversation for static glabellar lines
  • ZO tolerance check (April program)
Front Desk — Collect
$14/u × units − wallet
  • Membership pitch at checkout — 3 options
  • Book F/U or next tox
Staff:
FD — Verify & Complete Before Huddle
Sophie Pin
VIP Glo Rx Microneedling #17 · 3:00 PM
⏰ 3:00 PM 👑 VIP Glo $250/mo (alternates w/ husband) — verify paid Fitz III-IV — conservative always · PIH protocol 🔍 ASSESS subcision healing before proceeding Renewal Pads due — reorder this visit
06/19/26 — MN #16 (day after subcision #1)Last Visit
$11/u member · MN includedRate
Fhead 0.9 · nose 0.9 · face 1.8 · perioral 1.6 · neck 1.8Last MN Settings (06/19)
$2,932 lifetime · last 06/10/26 — pads like clockwork🧴 ZO / Retail
📷 Scar series photos — temples, same angle/distance. Melasma areas for HQ protocol tracking.
SUBCISION #1 — ASSESS FIRST: Done 06/18/26 (MN #16 next day). Assess healing TODAY before treating. Then discuss post-subcision next step: HA filler / PRP / biostimulator — this is the next clinical conversation.
ZO PROTOCOL COMPLIANCE CHECK: HQ+Retinol stopped June per plan → Brightalive + retinol for 3 months → resume HQ+Retinol September ×5 months. Confirm she's on Brightalive phase correctly. PIH protocol applies (Fitz III-IV).
CHECKS: IPL 05/07 — no notes visible, check results. Neck sensitivity hx (08/22/25) — keep conservative. Complexion Renewal Pads due for reorder.
📝 DOCUMENT (chart protection): Subcision healing assessment findings BEFORE treating (proceed/defer decision + reason) · Fitz III-IV + PIH protocol compliance charted · MN settings · ZO phase status.
Clinical — Anna
  • Assess subcision healing FIRST
  • MN #17 — conservative, Fitz III-IV, PIH protocol
  • Post-subcision plan discussion
  • ZO phase compliance check
Front Desk — Collect
Membership session + $100 neck if added + pads reorder
  • Verify July VIP Glo payment
  • Renewal Pads reorder (15% off)
  • Book post-subcision follow-up
Staff:
FD — Verify & Complete Before Huddle
Jackie Trebesh
Microneedling #3 — Face + Neck · CASH $350 (non-member rate) · 4:00 PM
⏰ 4:00 PM ✅ Neck INCLUDED — $350 non-member rate covers face+neck Tox due this week (04/30 + 3 mo) 💰 BYT pitch + filler conversations open
06/11/26 — MN #2 (cash $350)Last Visit
$350 cash MN (face+neck incl.) · tox $14/u if doneRate
$0 EVER — pitch daily kit (DPD + SPF)🧴 ZO / Retail
📷 MN photos + iPad expression photos before tox if done
✅ NECK RESOLVED — NO CONVERSATION NEEDED: She pays $350 cash = the non-member FACE + NECK rate. Neck was correctly included in sessions #1 and #2 and continues today. (The $100 neck add-on price is for MEMBERS only — does not apply to her.) Treat face + neck as usual.
OPEN CONVERSATIONS: 04/30 visit: interested in lip filler, fine line filler, chin filler, MN Glow Plan — pending pricing/discussion with Sarah. Follow up today. Tox also due this week (crow's + lip lines + glabellar pattern from 04/30).
PITCHES: BYT worth offering with tox ($12/u banks, rolls over). ZO: zero retail ever — daily kit entry (Daily Power Defense + SPF). NO membership pitch — cash-pay, not a candidate yet.
📝 DOCUMENT (chart protection): Chart service scope clearly: face + neck INCLUDED in $350 non-member rate (prevents any future billing dispute) · neck 2.0mm settings · if tox: units + areas + lot #.
Clinical — Anna
  • MN #3 — face + neck (included in her $350 rate)
  • Neck 2.0mm as prior sessions
  • Tox if she wants — 04/30 pattern
  • Filler conversations — lips/fine line/chin
Front Desk — Collect
$350 cash MN (face+neck) + $14/u × units if tox
  • BYT pitch if tox done
  • ZO daily kit at checkout
Staff:
FD — Verify & Complete Before Huddle
Maria Mendoza
VIP Glo Rx Microneedling #8 · 4:00 PM
⏰ 4:00 PM 👑 VIP Glo $250/mo — verify paid ⚠️ WANTS TO CANCEL SEPTEMBER — find WHY first HOODED EYES — conservative tox always 36 visits, $21 lifetime retail — biggest opportunity
06/18/26 — VIP Glo MN #7 + Pigment Control purchaseLast Visit
$11/u member · MN includedRate
Fhead/nose 0.7 · cheeks/perioral 1.5 · periorbital 0.2 · neck 1.6 · sp7Last MN Settings (06/18)
05/28/26 — due late Aug (not today)Tox Status
$21 LIFETIME (travel polish only) — 36 visits🧴 ZO / Retail
📷 MN series photos — same angles
CANCELLATION FLAG — LISTEN FIRST: Wants to end membership in September. Find out WHY before pitching retention. Strongest argument: Month-12 Erbium peel is coming and she's been prepping with HQ — cancelling loses the peel. By reason: Financial → pause (1x/yr) or downgrade to BYT $120/mo · Results plateau → adjust settings + ZO target · Feels done → the peel is the closer. Note 05/28: discussed pushing peel to October — clarify timing.
HOODED EYES: Conservative tox placement always — brow drop risk. Flag to injector every visit. (Tox not due today — late August.)
ZO: HQ cycling — off 2 months to avoid rebound; check where she is. Retinol 1% in use. Pigment Control bought 06/18. 36 visits / $21 lifetime retail — the door has never been opened.
📝 DOCUMENT (chart protection): HOODED EYES: chart that conservative placement rationale was applied (documents brow-drop risk management every visit) · cancellation conversation: chart what SHE said and options offered — no pressure language.
Clinical — Anna
  • MN #8 per 06/18 settings
  • HQ cycle check
  • Listen for cancellation reason — do not pitch first
Front Desk — Collect
Membership session + $100 neck if added
  • Verify July VIP Glo payment
  • Log cancellation reason + retention outcome
  • Clarify peel timing (Oct?)
Staff:
FD — Verify & Complete Before Huddle
Kelly Barnes
Neurotoxin — FIRST ACTUAL TOX TREATMENT · 5:00 PM
⏰ 5:00 PM 🆕 First tox — $10/u NP campaign rate 💰 3-option membership pitch Anti-Aging Kit — was out of stock, close today
05/07/26 — consult only (tox discussed, not done)Last Visit
$10/u NEW PATIENT — confirm before startingRate
None yet — wanted Anti-Aging Kit at consult (out of stock)🧴 ZO / Retail
📷 Before photos (new patient baseline) + iPad expression photos before tox
$10/u NP RATE: First visit + 2-week follow-up at $10/u ($500 min). Confirm rate before starting. Book the 2-week follow-up before she leaves — it's part of her rate.
ZO CLOSE: Wanted Anti-Aging Kit at consult — was OUT OF STOCK. Check stock, close today. She's on OTC retinol — transition to ZO is the pitch.
MEMBERSHIP PITCH: 3 options after treatment: BYT $120/mo → VIP Basic $195/mo → VIP Glo $250/mo. Note: no stacking $10/u promo with membership enrollment.
📝 DOCUMENT (chart protection): FIRST tox: signed consent BEFORE injecting · expression photos all angles · baseline dose + rationale · $10/u NP rate + $500 min charted · 2-week f/u booked and documented.
Clinical — Anna
  • Forehead + glabellar dynamic rhytids
  • First treatment — conservative baseline dose
  • New patient checklist: photos, Aspire, rebook
Front Desk — Collect
$10/u × units ($500 min)
  • Book 2-week follow-up — part of NP rate
  • Anti-Aging Kit if in stock
  • Aspire enrollment
Staff:
FD — Verify & Complete Before Huddle
Stacey Burton
Lip Filler · LHR Member · 6:00 PM
⏰ 6:00 PM ✓ LHR membership — verify paid before treating Chart pull needed — Andrea from AR
Pull from AR — Andrea before huddleLast Visit
Lip filler — area pricing from $850Rate
Unknown — pull at checkout🧴 ZO / Retail
📷 Lip photos all angles — before and after
VERIFY LHR MEMBERSHIP PAID: Confirm current month paid before treating. Redeem monthly LHR wallet units if she's also doing LHR today.
CHART PULL: Full history from AR before huddle — filler history, HSV status, last visit.
📝 DOCUMENT (chart protection): HSV status confirmed and charted BEFORE lip filler (Valtrex if positive) · aspiration/vascular safety steps charted · product + lot # + volume · post-care instructions given.
Clinical — Anna
  • Lip filler — confirm HSV status from chart
  • Pull prior filler history before injecting
Front Desk — Collect
Lip filler from $850 − wallet
  • Verify LHR membership paid
  • ZO check at checkout
  • Rebook
Staff:
FD — Verify & Complete Before Huddle
Melissa O'Meara
New Patient — Neurotoxin by Area · Forehead + Crow's Feet · 5:45 PM
⏰ 5:45 PM 🆕 NEW — $100 consult PAID, credits today 💳 $5,000 Cherry APPROVED 🥂 LADDER: AnnualGlo $6,000 → VIP Glo ~$4,000 — FACE ONLY 🧴 High Potency Retinol kit — ablative prep
NEW PATIENT — consult fee $100 PAID (credits today)Last Visit
Ladder: AnnualGlo $6,000 → VIP Glo path ~$4,000 → area quote $900Rate
$5,000 approvedCherry
Forehead $600 + Crow's $300 = $900 quotedArea Quote
~50-60u total plannedUnits (internal)
None — kit is the entry🧴 ZO / Retail
📷 Full new-patient baseline (front + 45° + 90°, neutral + expression) + iPad expression photos before tox
🥂 THE LADDER — ANCHOR HIGH, WIN EITHER WAY: TIER 1 — AnnualGlo Reserve $6,000/yr paid in full: quarterly MN + quarterly Dysport 60u (her exact dose, 4×/yr) + ANNUAL ERBIUM INCLUDED + 15% off everything. Needs ~$1,000 beyond Cherry. TIER 2 — VIP Glo year via Cherry (~$4,000 all-in incl. today's tox + kit): monthly treatments, $11/u tox, 50% off ablative. Fits fully inside her $5,000. Open with Tier 1 (it IS her stated goal — tox + laser); if she hesitates, Tier 2 closes today inside Cherry. Both are wins.
RATE LOGIC: If she ENROLLS in Glo today → tox is $11/u (50-60u = $550-660, saves her ~$240-350 vs the $900 area quote TODAY). If she declines membership → honor area quote: forehead $600 + crow's $300. Never quote units to her — internal only.
FACE VIP ONLY: Make clear: VIP Glo monthly treatments are FACE only. Neck is a paid add-on ($100). Ablative later at 50% member discount — the retinol kit starts her prep now.
NEW PATIENT CHECKLIST: Intake, baseline photos, Aspire enrollment, rebook before she leaves. $100 consult fee already paid — apply as credit at checkout.
📝 DOCUMENT (chart protection): New patient: signed consent BEFORE injecting · iPad expression photos pre-tox (all angles WITH expression) · chart product, lot #, exact units per area (internal) · if she enrolls: signed membership agreement w/ FACE-ONLY + no-rollover + $150 termination disclosures BEFORE charging Cherry · chart that area-quote vs member-rate options were explained.
Clinical — Anna
  • Forehead + crow's feet — ~50-60u internal plan
  • New patient baseline dose — conservative
  • Skin assessment for ablative timeline (retinol prep)
Front Desk — Collect
Glo path: $3,250 + kit + $11/u × units − $100 credit · Else: $900 area − $100
  • Present Cherry math BEFORE checkout
  • If Glo: face-only disclosure + agreement signed
  • Dispense retinol kit + instructions
  • Book next month's Glo session
Staff:
FD — Verify & Complete Before Huddle
End-of-Day Closeout
DR. V MEDICAL AESTHETICS · MORNING HUDDLE · JULY 16, 2026 · CONFIDENTIAL
🧴 Sandra — ZO Restart Plan
Alert
Prior ZO broke her out. Do NOT push new products. The job today is retinol COMPLIANCE, not sales — CO2 this winter requires 6 weeks of retinol tolerance.
Script
"How's the retinol going — are you at one or two nights a week comfortably? We need your skin fully used to it about six weeks before we can do your winter laser, so let's make sure the ramp-up is on track."
Notes
Restart plan: 1-2 nights/week → build to daily. On EltaMD at home. If irritated again, slow down — don't stop the CO2 plan, stretch it.
⚠️ Michele — Swelling Protocol
Alert
Swells EVERY microneedling session. Confirm antihistamine taken BEFORE treatment — ask at check-in, not in the chair.
Script
"Michele, did you get your antihistamine in this morning? We want you ahead of the swelling like last time."
💰 Tanya — Prepay Math
The Math
Removal standard$250
Removal w/ prepaid filler$50
Lip filler prepay today$850
She saves$200
Script
"We do have an option — if you prepay your next lip filler appointment at $850, we bring today's removal down to $50. You're already planning to redo your lips, so you'd save $200 overall."
Notes
If prepaid: collect $900 total today ($850 to wallet + $50 removal), book the filler appointment before she leaves.
💰 Megan McB — BYT Math
The Math
Last tox10/23/25 — 9 months ago
Standard returning$14/u
BYT banked$12/u — rolls over
Sept 2026area pricing switch
Script
"It's been a while since your Dysport — when we get you back on schedule, Bank Your Tox locks you at $12 a unit before we switch to area pricing in September. The $120 a month banks units that roll over, so your visits are basically prepaid."
💰 Gina — BYT Saves $232/Visit
The Math
Her volume~116u Dysport
Standard: 116u × $14$1,624
BYT: 116u × $12$1,392
Saves per visit$232
Script
"We're locking in $12/unit before we switch to area pricing in September. At your volume — around 116 units — you'd save about $232 per appointment versus our standard rate. The $120/month banks 10 units and rolls over. Want me to have the front desk walk you through it?"
Alert
Do NOT pitch during the MN session. After treatment: book the tox appointment FIRST, then BYT as the way to pay for it.
💰 Ana — 3-Option Pitch
The Math
BYT$120/mo — 10u @ $12 banked, rolls over
VIP Basic$195/mo — facial/MN + $11/u + 15% ZO
VIP Glo$250/mo — medical MN tier
Script
"Since you're coming back regularly now, there are a few ways to make this smarter. If you just want your tox locked in, Bank Your Tox is $120 a month at $12 a unit before September's price change. If you're interested in skin treatments too, the VIP tiers add monthly facials or microneedling and drop your tox to $11."
Notes
Let HER guide — start with BYT, escalate only on interest in skin services. MN series for her static glabellar lines pairs naturally with VIP Glo.
🧴 Sophie — ZO Protocol Phases
Notes
Phase plan: HQ+Retinol (stopped June per plan) → NOW: Brightalive + retinol ×3 months → September: resume HQ+Retinol ×5 months. Today's check: is she actually on Brightalive, and is she compliant? Fitz III-IV — the melasma/PIH result depends on this protocol.
Script
"Where are you with the Brightalive — using it daily? September we switch you back to the hydroquinone phase, and I want your skin ready for it."
Notes
Complexion Renewal Pads reorder due (buys every 1-2 months, last 06/10). $2,932 lifetime — she buys, just keep the routine stocked.
💔 Maria — Retention Playbook
Alert
She wants to cancel in September. LISTEN FIRST — do not pitch until you know the reason.
Notes
By reason: FINANCIAL → pause (1x/year allowed) or downgrade to BYT $120/mo. RESULTS PLATEAU → adjust MN settings + set a ZO target (she's never really used retail — huge headroom). FEELS DONE → the Month-12 Erbium peel is the closer.
Script
"Before anything else — you've been prepping your skin with the hydroquinone for months specifically for your big peel. If you cancel in September, that peel goes away with the membership. Let's make sure whatever you decide, you don't lose what you've already built."
Notes
05/28 note: peel possibly pushed to October — clarify the timing so the retention math is honest.
🥂 Melissa — The Ladder Close
Tier 1 — AnnualGlo Reserve ($6,000 paid in full)
Quarterly Dysport 60u ×4INCLUDED (her exact dose)
Quarterly microneedling ×4INCLUDED
Annual Erbium resurfacingINCLUDED — her goal, in the box
Everything else15% off
vs her Cherryneeds ~$1,000 beyond the $5,000
Tier 2 — VIP Glo Year on Cherry (~$4,000)
Glo 12 mo + activation$3,250
High Potency Retinol kit (15%)~$251
Today's tox 50-60u × $11$550–660
Consult credit−$100
Total≈$4,000 of $5,000 Cherry — saves ~$300 on today's tox vs $900 quote
Script
"Since you're planning both the tox and the resurfacing, there are two ways to do your year. The Reserve is $6,000 all-in — your quarterly Dysport and the annual laser are simply included, nothing more to pay. Or the Glo membership fits entirely inside your Cherry approval, makes today's treatment cheaper immediately, and gives you half off the laser when you're ready. Which sounds more like you?"
Alert
Anchor Tier 1 first, pivot to Tier 2 on any hesitation — never pressure. FACE ONLY both tiers (neck = paid add-on). AnnualGlo: paid in full, non-refundable, no pause, seasonal use-it-or-lose-it — ALL disclosures + signed agreement before payment. Never quote units.
📋 Sandra Porras — Patient History
MN Series
VIP Glo MN ~#9-10 (numbering inconsistent — last labeled #8 on 05/28). 06/18: swapped to VIP Facial. 05/28 settings: forehead 0.8, under eyes 0.3, cheeks 1.6, perioral 1.4, neck 1.8, speed 8, 2 passes.
Skin / Laser Plan
Rosacea (vascular/inflammatory) — monthly IPL recommended since 04/30. CO2 planned winter — needs 6 weeks retinol tolerance first. Future: hyperdilute Radiesse neck ~3 syringes + fine line filler post-laser.
ZO
$185 lifetime. Last purchase 10/15/25 (Radical Night Repair only). Prior ZO irritation/breakout. On EltaMD at home. Restart: 1-2 nights/wk → daily.
Wellness
Perimenopausal ×4 years — hormone consult discussed, questionnaires pending. 02/18 oncology reference — do not probe.
📋 Michele Givens — Patient History
MN / Laser
VIP Glo MN ~#18. CO2 done 12/18/25. Post-CO2 facial Jan 2026, back to MN since. 04/24 settings: forehead/nose 1.0, cheeks/perioral 1.5, orbital 0.3, neck 2.0.
Injectables
Lip filler Restylane-L 0.5mL placed 01/22/26 — assess today.
ZO
$678 lifetime — last purchase July 2025 (12 months ago). Restock conversation due.
Memberships
VIP Glo $250/mo. Weight loss membership paused Jun/Jul/Aug — resumes September (separate).
📋 Eric Alexander — Patient History
Hair Restoration
RFMN + exosomes protocol, session 3 of 4. Green booking = biostimulator included. Post-series: maintenance discussion.
📋 Tanya Christ — Patient History
Status
New patient, age 70 (DOB 3/30/1956). Existing lip filler from elsewhere — dissolving today. Plans to redo lips.
📋 Megan McBride — Patient History
MN / Laser
VIP MN #16 today (#15 on 06/25). CO2 01/09/26 — face 30mJ, neck 10mJ, 35% density, exosomes. Erbium/chem peel missed — needs reschedule. Fitz III-IV.
Tox
Last Dysport 10/23/25 — nearly 9 months. Forehead bumps hx from aggressive treatment — conservative dosing.
ZO
$1,175 lifetime. 05/28/26: Plated Intense Serum ×2, Growth Factor Serum, Renewal Pads. Check what's low.
Flags
06/25 checkout possibly not completed — no invoice/Clover record. C-section scar under MN treatment.
📋 Camille Esteves — Patient History
Scar Series
VIP #6 today. MN #5 06/11 settings: forehead/nose 1.0, full face 1.6, scar areas (upper cheeks/temples) 2.0, neck 1.6, peptide gel. Subcision planned Sept 2026; post-plan HA filler (Silk) or Radiesse + PRP.
Injectables
Tox 22u Dysport frontalis+glabellar 04/09. Restylane Silk lips 03/25. Radiesse chin 04/09 — patient declining more chin for now.
ZO
$602 lifetime — Pigment Control Kit full set 06/11/26. Current, no push needed.
Other
Tattoo removal consult 06/19 — postponed, reconsidering. Don't push. Neck grandfathered into membership.
📋 Gina Harries — Patient History
Membership
VIP Glo since June 2026 — MN #1 done 06/11/26. Rescheduled from 7/9 to today.
Tox
High-volume: ~116u Dysport per visit. Last ~Feb 2026 — 5+ months overdue.
ZO
$518 lifetime — full travel kit 02/05/26. Travel sizes running low.
Personal
🎂 Birthday July 27.
📋 Elizabeth Moran — Patient History
Status
New patient. Chief concern: under-eye volume loss, unsure of best option. Interested in tear trough + lip filler. GHL quotes: TT ~$1,100, lips from $850.
📋 Ana Palomino — Patient History
Tox
First tox 04/15/26 (Dysport, units not documented, NP rate). F/U 04/30: 1u touch-up right brow — spocking correction. Due late July.
ZO
$418 lifetime — April 2026: Anti-Aging Program + Smart Tone + Wrinkle & Texture. Newer regimen — check tolerance.
Plan
Static glabellar rhytids — MN series recommended for remodeling. Membership candidate (3-option pitch).
📋 Sophie Pin — Patient History
Scar / Subcision
Tethered rolling scars bilateral temples + melasma/PIH (post-pregnancy 2020-21). Subcision #1 06/18/26; MN #16 06/19. Post-subcision options: HA filler / PRP / biostimulator.
Laser
CO2 01/23/26 — face 40mJ, neck 10mJ, 35% density, exosomes. IPL 05/07/26 — results check due. Neck sensitivity noted 08/22/25.
ZO Protocol
HQ+Retinol → stopped June → Brightalive + retinol 3 mo → resume HQ+Retinol Sept ×5 mo. $2,932 lifetime — Complexion Renewal Pads every 1-2 months.
Membership
VIP Glo $250/mo — she and husband alternate monthly. MN #17 today.
📋 Jackie Trebesh — Patient History
MN
Cash $350/session = non-member face+neck rate. #1 05/15/26, #2 06/11/26 — face + neck (correctly included). #3 today, same.
Tox
Patient since 2024, inconsistent. 12/2024 first: perioral only, 30u max, no forehead/glabella. 04/30/26 Dysport: crow's feet + lip lines + glabellar (expanded). Due this week.
Interests
04/30: lip filler, fine line filler, chin filler, MN Glow Plan — pending pricing talk with Sarah.
ZO
Zero retail ever — daily kit pitch (Daily Power Defense + SPF).
📋 Maria Mendoza — Patient History
MN Series
VIP Glo MN #8 today (#7 on 06/18). 06/18 settings: forehead/nose 0.7, cheeks/perioral 1.5, periorbital 0.2, neck 1.6, speed 7.
Tox
Last 05/28/26 — due late August. HOODED EYES: conservative placement always, brow drop risk.
ZO
$21 lifetime (travel exfoliating polish only) across 36 visits. Pigment Control 06/18. Retinol 1% in use. HQ cycling — off 2 months anti-rebound.
Membership
VIP Glo — wants to cancel September. Month-12 Erbium peel pending (possibly pushed to October per 05/28 note).
📋 Kelly Barnes — Patient History
Status
Consult 05/07/26 — tox discussed, not performed. Today = first actual treatment. Forehead + glabellar dynamic rhytids. On OTC retinol. Wanted ZO Anti-Aging Kit — out of stock at consult.
📋 Stacey Burton — Patient History
Status
LHR member. Lip filler today. Full chart to be pulled from AR before huddle — filler history, HSV, ZO unknown.
📋 Melissa O'Meara — Patient History
Status
New patient. Quoted tox by area (forehead $600 + crow's feet $300). Paid $100 consult fee — credits toward today. $5,000 Cherry financing approved. Interested trajectory: tox now → skin prep → ablative later.
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