Free template · Client communication · UK skin & aesthetic clinics
Turning consultation notes into a client email (template)
The fastest way to lose a client's trust after a good consultation is a summary that adds things that weren't actually agreed.
Email structure to copy
Overview
One or two factual lines about what was discussed.
Key points discussed
Bullet points based only on the consultation notes.
Agreed plan
Only next steps that were clearly agreed.
Missing information
Add a neutral missing-information line if anything needed was not recorded.
If something is not in the notes, leave it out or mark it as missing. Do not fill the gap with generic advice.
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