Custom Med Spa Business Plans
That Turn Vision Into Reality
Launch Your Med Spa with a Custom Business Plan That Gets Funded
We help you build an SBA-compliant, fully customized med spa business plan so
you can secure funding, start smart, and grow with confidence.
*** 100+ Spa Startups Supported***
Opening a med spa is more than offering great treatments — it requires a strategic foundation that aligns your passion with practical business goals. A strong business plan is the most important first step. It’s what secures funding, clarifies your positioning, and defines your service and revenue structure.
Lexi Design specializes in helping medical professionals craft personalized, professional med spa business plans that lead to funding, operational success, and brand clarity from day one.
What’s Included
Market Research & Competitive Positioning
We assess your local area to understand client demographics, demand trends, and competitors. This helps define your advantage.
Target Client Profiles
Together, we define who your ideal clients are, what they want, and how to reach them.
Service Menu Planning
We recommend treatments based on passion, budget, demand, and licensing — and align pricing with market benchmarks.
Brand Identity Direction
We recommend treatments based on passion, budget, demand, and licensing — and align pricing with market benchmarks.
Startup & Operational Costs
We help you estimate startup capital needs, fixed costs, and the tools or equipment to prioritize.
Financial Forecasts
Includes 12–36 month projections: revenue, expense, cash flow, and profitability timelines — all formatted for SBA or investors.
Marketing Launch Plan
We include a 90-day go-to-market plan with guidance on digital strategy, launch events, and referral systems.
Regulatory Compliance & Structure
Outline of necessary licenses, legal setup, and medical oversight (varies by state).
How Our Med Spa Business Planning Process Works
Free Strategy Call
We learn about your goals, services, and timeline.
Research & Drafting
We gather competitive data and develop your custom plan.
Review & Revisions
We walk you through the draft and make changes based on feedback.
Final Plan Delivery
You receive a polished, presentation-ready document.
What’s in a Med Spa Business Plan?
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Nicole Frontera
I am incredibly grateful to Alexis and her team for transforming my businesses. Her expertise in business development, marketing, and branding truly helped us exponentially grow all aspects of our operation. Alexis truly understood my vision and provided invaluable support every step of the way. I recommend her services to anyone looking to take their business to the next level!
Owner, Nicole Frontera Beauty & The Formula
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Suzi Barnett
“I loved working with Alexis. I felt like she really listened and understood my concept and the message I was trying to relay. She then took it and created my brand, which I am so happy with. Her team is very professional and efficient too. Each one communicated well and made the whole project seamless. Thank you Lexi Design.”
Owner, Undone Beauty
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Marcy Skyer
When I went to LEXI DESIGN to take my brand to the next level, Alexis exceeded all my expectations. She was highly communicative during the entire design process: keeping me up-to-date on every detail, making the whole process feel fun and stress-free, and all while putting me at ease. I love how she captured my brand’s aesthetic. I couldn’t be happier! Thank you Alexis!
Owner, Marcy Skyer Cosmetics
Frequently Asked Questions
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A spa consultant helps you turn your vision into reality by guiding you through every step of creating or improving your spa. This includes business planning, design concepts, vendor recommendations, menu development, branding, marketing, and more.
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No, we also work with established day spas, medspas, and wellness centers to refresh branding, expand services, streamline operations, or implement marketing strategies to attract new clients.
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Absolutely! We specialize in designing unique, marketable spa menus that reflect your brand and meet your target audience’s needs. This includes everything from pricing strategies to service descriptions.
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Yes, we provide comprehensive branding services using our signature I.C.O.N.I.C. method, including logo design, naming, brand identity, and tone of voice development, to ensure your spa stands out in a competitive market.
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Yes! Collaboration is key to creating a cohesive spa experience. We’ll coordinate with your architect or designer to ensure the layout, ambiance, and functionality align with your vision.
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Yes, through our sister company, Spa Social, we create marketing strategies, manage social media campaigns, and design promotional materials to help you attract and retain clients.
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Yes, we work with spas worldwide, providing virtual consultations and support tailored to your location’s needs and regulations.
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We bring a holistic approach, combining creative branding, operational expertise, and industry connections to offer a seamless and comprehensive experience.
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Simply schedule a consultation. We’ll discuss your goals, challenges, and ideas to determine the best approach for your projec
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Yes, we assist in creating a realistic budget that accounts for construction, equipment, staffing, marketing, and more, ensuring you’re financially prepared for launch.
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Yes, we can recommend and implement spa management systems for booking, payroll, inventory, and customer relationship management.
Let’s Build the Foundation for Your Med Spa’s Success
Whether you’re planning to apply for financing or simply need clarity before launching, a customized med spa business plan can make all the difference. Let Lexi Design help you build your future with strategy, structure, and industry insight.
