Account Audit + Deep-Dive Coaching
A holistic approach to enhancing your efficiency, maximizing success, and unlocking the full potential of your AR experience. Ideal for AR users with 6+ months of experience.
A Client Success Coach conducts a thorough audit of your account — workflows, configurations, and feature utilization.
Over the first three 45-minute Zoom sessions, you deep dive into the audit findings and identify key opportunities.
Final sessions focused on objectives, questions, and a personalized action plan for ongoing success.
one-time
Account Audit + 6, 45-min Zoom sessions
Core Inclusions
Core Inclusions
A holistic approach to enhancing your efficiency, maximizing success, and unlocking the full potential of your AR endeavors. Ideal for AR users with 3+ months of experience.
one-time
Account audit + 3, 45-minute Zoom sessions
Ideal for accounts who are adding new staff, new administrators, want a full review of the system, or just want dedicated time to ask questions. Customized entirely to your goals. Recommended for new providers.
one-time
3 × 45-min Zoom sessions
Ideal for accounts who are launching new features, hiring new administrative staff, or just have a high volume of questions to cover. Customized to you and your needs — come with goals ready.
one-time
2 × 45-min Zoom sessions
Ideal for AR users who aim to refine their workflow, tackle burning questions, or master the latest features. Recommended for new front desk employees. A dynamic 60-minute Zoom meeting packed with personalized instruction.
one-time
1 × 60-min personalized Zoom session
one-time
1 × 45-min personalized Zoom session
Our System Audit Plan includes a personalized review of your workflows and system setup to help optimize efficiency, improve team usage, and maximize your Aesthetic Record experience.
Let us do the heavy lifting! Our experts will build & deliver your new AR system so you can spend time focused on what matters, your practice.
Your new account build out could take up to 15 days from the day all information is available to our Project Specialists. Your project timeline will be provided during the Discovery Call.
Book a demo and experience the difference.
