Q1 Planning & Goal Setting

If you think momentum starts in January, think again. In our latest YouTube Vlog, MJ reveals why the most profitable med spas don’t work harder, they work smarter, with clarity, discipline, and precision. This coaching call is your guide to preparing for Q1 so you can execute with confidence when demand hits, rather than relying on hope or hustle.

Why Q1 Preparation Matters More Than You Think

Many med spa owners believe that momentum begins in January. MJ flips that notion on its head. Momentum isn’t created in January. It’s executed then. True momentum is built in the preparation you do before Q1. Practices that outperform are not necessarily working longer hours. They’re entering the year with clear KPIs, structured systems, and aligned teams.

Profit is not accidental. It’s engineered. Understanding your numbers, setting measurable goals, and building systems that capture demand are the keys to sustainable growth.

Q1 Planning & Goal Setting

Key Takeaways from the Coaching Call

In this session, MJ walks through actionable strategies to engineer profit on purpose.

1. Set Clear Q1 Revenue & KPI Targets

Don’t just hope for profit. Define it. Break down revenue into measurable categories: service revenue, retail revenue, retention, and rebooking rates. For example:

  • $90,000 in service revenue

  • $10,000 in retail revenue

  • 80% retention rate

  • 85% rebooking rate

The clarity you provide sets the stage for your team to perform.

2. Understand Industry Benchmarks

Knowing what “good” looks like is critical. MJ highlights industry-specific benchmarks for med spas:

  • Labor: 30–45% all-in

  • Injectable COGS: 22–28%

  • Retail margin: 45–55%

  • Marketing spend: 6–10% of revenue minimum

  • Provider productivity: $700–$1,000/hr for injectors, $200–$450/hr for estheticians

  • IBRA (Individual Business Revenue Analysis): 20–28%

These anchors help you identify where your practice is excelling, or underperforming.

3. Build Systems That Capture Demand

High demand alone does not guarantee high profit. Q1 is one of the busiest periods in aesthetics, but only practices with optimized systems can convert it into revenue.

  • Consult conversion: 70–90%

  • Same-day treatment conversion: 60–75%

  • Membership retention: 80%+

  • Retail attachment: 15–35%

Systems are your power. SOPs, training, scheduling, and follow-ups turn opportunities into revenue instead of wasted potential.

4. Align Your Team for Success

Operational preparedness and team alignment are non-negotiable. Every team member, from front desk to provider to management, needs clear expectations, tools, and measurable goals. When everyone understands what success looks like and how to achieve it, Q1 performance skyrockets.

5. Focus on Strategic Priorities

Too many priorities dilute power. MJ recommends focusing on three strategic priorities for the quarter:

  • Expanding injectable capacity

  • Increasing IBRA

  • Improving patient retention or reputation

Everything else, including hiring, marketing, and training, should support these priorities.

Q1 Planning & Goal Setting for Med Spas

Take Action Today

Preparation now sets the trajectory for all of 2026. Don’t wait for January to react. Use this time to:

  • Conduct financial health checks

  • Update SOPs and schedules

  • Align your team

  • Launch memberships strategically

  • Plan marketing campaigns that protect margins

The CEOs who will thrive in 2026 are proactive, intentional, and strategic.


💎 Ready to engineer profit in your med spa? Explore Diamond Accelerator’s resources:

Learn more about our med spa consulting, startup consulting, marketing strategies, and recruiting support to grow your practice intentionally and profitably.

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