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Medspa • Best Practice

Leveraging the Right Tools to Streamline Efficiency and Increase Revenue

By Olivia Yates . Feb.12.2026

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How Smart Systems Help Aesthetics Businesses Scale Without Sacrificing the Client Experience.

What’s one thing every successful aesthetics business has in common? An intentional client journey supported by the right systems.

I’ve spent more than a decade working with founders across health and wellness, hospitality, technology, and service-based businesses, and one pattern shows up again and again: growth stalls when the systems behind the scenes can’t keep up. As CRO at Boutique COO, I work closely with aesthetics and wellness businesses to help them streamline operations, strengthen their marketing foundations, and build sustainable, profitable growth.

In an industry where personalization and results define the client experience, tools and systems are no longer optional. Without the right infrastructure in place, even the most talented teams risk falling behind. When thoughtfully implemented, the right tech stack can drive efficiency, reduce unnecessary costs, and support a high-retention, high-referral business model. In this post, we’ll walk through how we think about leveraging tools and data to optimize the client journey and turn customers into long-term advocates.


Understanding Business Challenges in Aesthetics & Beauty

As a self-care business, your success is rooted in how well you deliver a consistent and exceptional client experience. That experience begins the moment a potential client finds you online and carries through their booking process, check-in, treatment, follow-up, and beyond (hopefully the referral process!).

Today’s self-care industry is more saturated than ever, and the quality of the client journey is what will set you apart. Business challenges like administrative overload, inconsistent follow-up, low rebooking rates, and a lack of personalization don’t just slow down your team; they also undermine your team's performance. They erode client trust and impact your ability to grow sustainably.

How the Right Tools Support the Three Pillars of Business Growth

  1. Efficiency
    Automating routine tasks and reducing friction, both internally and on the client side. When systems run smoothly, your team can focus more on delivering services and less on managing logistics. This leads to a more seamless experience for clients.

  2. Cost Reduction
    Eliminating waste and maximizing staff time ensures your resources are going toward high-impact work. Your team should spend more time engaging clients, not chasing down paperwork or confirming appointments.

  3. Revenue Increase
    Boosting bookings, retention, and average spend are the ultimate goals, and they’re made possible by the first two pillars. Optimizing the client experience at every stage naturally leads to greater revenue.

Pillars one and two directly enhance the client experience. The results of the right tool should include: reducing delays, increasing personalization, and improving communication, all of which are key to converting first-time clients into loyal brand ambassadors. This is where real growth happens.

The Tool that We Refer to Our Clients: Boulevard 

When clients ask us which tools we trust for appointment-based self-care businesses, Boulevard is often part of the conversation.

What we appreciate about Boulevard is that it’s built specifically for aesthetics, wellness, and beauty businesses where the client journey truly matters. Rather than stitching together multiple disconnected systems, Boulevard brings scheduling, front desk operations, client communication, and marketing into one platform. That cohesion makes a meaningful difference for teams that are already stretched thin.

In Boulevard’s aesthetics efficacy study, businesses using the platform saw improvements in several key areas:

  • More clients are booking online without staff involvement

  • Fewer missed appointments and gaps in the schedule

  • Increased spend across services, retail, memberships, and packages

  • Up to 30% higher revenue overall

These results aren’t driven by a single feature. They’re the outcome of reducing friction at every step of the client journey. Tools such as online booking, automated confirmations, intelligent scheduling, and personalized communication enable teams to operate more efficiently while delivering a smoother, more elevated experience for clients.

For the businesses we advise, Boulevard supports the three pillars of growth we care most about: saving time, reducing avoidable costs, and unlocking revenue by making it easier for clients to return, rebook, and refer.

How to Know if You Have the Right Tool for Your Aesthetics Business

Data is the foundation of every strategic decision. As you implement systems or tools, it’s crucial to know which numbers matter most and why. Here are the core metrics to monitor both the health of your business and the impact of the tool you choose to run your business: 

Profit Margin by Service (and Blended Margin)

We always start by understanding which services are truly profitable.

  • How to calculate:
    (Total Revenue – Cost of Service [products + labor]) ÷ Total Revenue

  • What we look for:
    At least 25–30% margin in a service-based business

  • If margins fall below this range, we consider cost reductions or pricing adjustments.

Customer Acquisition Cost (CAC)

CAC tells us whether marketing efforts are sustainable.

  • We factor in both spend and time (social media is not free)

  • Monthly channel cost ÷ number of clients acquired

  • As a rule, CAC should be no more than one-third of LTV

Lifetime Value (LTV)

LTV helps us determine how much a business can responsibly invest in growth.

  • Simple calculation:
    Average spend per visit × average visits per year

  • Example:
    $1,000 per visit × 4 visits annually = $4,000 LTV

  • If a business knows its average retention rate over the years, we multiply annual LTV by that rate to get a fuller picture.

CAC:LTV Ratio

This ratio shows whether growth efforts are efficient.

  • Healthy range: 3–5

  • Above 5: there’s room to invest more in acquisition

  • Below 3: spending may be too high or channels need optimization

ROI by Team Member

We also look closely at how each role contributes to revenue.

  • Monthly compensation compared to revenue generated

  • For non-providers, we track metrics like:

    • Rebooking rates

    • New client conversion from calls or inquiries

  • This helps identify where training, support, or restructuring can drive the biggest impact.

Tracking these numbers consistently allows you to identify what’s working, where to invest, and what to cut. 

How Tools Drive Measurable Results

When implemented strategically, tools like Boulevard and metric tracking systems help you:

  • Reduce manual workload and increase operational bandwidth

  • Avoid unnecessary costs and eliminate inefficiencies

  • Deliver a smoother, more elevated client experience

  • Convert more leads and retain more clients over time

This combination of operational precision and client-centric service is what enables modern aesthetic businesses to thrive.

You don’t need dozens of tools. You need the right tools, integrated into a system that supports your team and serves your clients. The businesses that will win in 2026 are those that combine operational excellence and knowing their numbers with an unmatched client experience. Invest in systems that give your team time back, your clients more value, and your business a clear path to growth.


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