teams running behavior-based nurture with branching, scoring, and segmentation
Watch for: plan and add-on boundaries affect available actions
View ActiveCampaignPaid linkMed Spas / reactivation
Invite treatment clients back at the correct results or refresh window.
2 emails · At treatment-specific refresh window, then 14 days later · 3 platform options
Bottom line
Treatment refresh window reached or client inactive.
Best for
Prior clients with provider-approved assessment invitations and a clinical system capable of suppressing adverse events, complaints, holds, treatment, and preference changes.
Use when
Use the documented timing (At treatment-specific refresh window, then 14 days later) only while the recipient still needs this follow-up.
Watch for
Cold lists, elapsed-time-only treatment reminders, or records with unresolved prior-care or consent issues.
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Step 1 · Immediately after the verified entry event
Job: A prior injectable client reaches a provider-approved assessment-invitation point with no clinical, complaint, consent, or treatment exception.
Recipient state: A prior injectable client reaches a provider-approved assessment-invitation point with no clinical, complaint, consent, or treatment exception.
Issue addressed: The client may want to revisit options but needs reassurance that elapsed time does not predetermine eligibility, product, dose, area, or result.
Primary action: Book a licensed-provider assessment, ask a private process question, or decline this reactivation cycle.
Why it earns its place: Orient and make the first useful request
SubjectWould you like an assessment at {{practice_name}}?
Step 2 · Relative to completion or non-completion of step 1
Job: A prior med-spa client reaches the approved inactivity closeout point after all clinical, complaint, consent, and preference exclusions are reconciled.
Recipient state: A prior med-spa client reaches the approved inactivity closeout point after all clinical, complaint, consent, and preference exclusions are reconciled.
Issue addressed: The client may have changed goals or had a prior concern and does not want the practice to assume they need treatment or keep marketing indefinitely.
Primary action: Book a new assessment, update communication preferences, or close reactivation outreach.
Why it earns its place: Close the loop or route the unresolved case
SubjectWould you like to keep hearing from {{practice_name}}?
The clinical system is the source of truth. Begin only with a provider-approved assessment invitation; use the inactivity message as one final permission-setting closeout. Booking, reply, clinical disclosure, adverse-event/complaint flag, no-promotions, treatment, or staff contact stops the sequence.
teams running behavior-based nurture with branching, scoring, and segmentation
Watch for: plan and add-on boundaries affect available actions
View ActiveCampaignPaid linkagencies standardizing lead-response systems across multiple accounts
Watch for: not a universal vertical operations replacement
View GoHighLevelPaid linkecommerce brands using order, product, browsing, and customer-value data
Watch for: cost and complexity grow with profiles and channels
View KlaviyoHuman handoff: Assign the current record and full message history to a named owner; suppress further automated steps until the owner resolves or re-enrolls it.
Make this sequence yours: No more than one sequence message in 24 hours; coordinate with other active campaigns.
When to end it: End at the final step or sooner on any stop condition; do not restart without a new verified event.
Primary outcome: Verified completion of the sequence goal
Guardrails: reply-to-human latency; unsubscribe and complaint rate; hard-bounce rate; suppression accuracy
Channel fit: Email for durable context and links; Human call or secure channel for urgent, sensitive, disputed, or complex cases