Client journey, onboarding, and support assets.
This page stores the Academy communications and support materials used after a client books. It keeps the onboarding language, expectations, and follow-up workflow aligned with the storefront.
Sets expectations, confirms the investment, and outlines the intake questionnaire, agreement, and scheduling sequence.
Confirms the appointment, explains how to prepare, and reinforces the 48-hour rescheduling policy.
Defines scope, payment terms, rescheduling, confidentiality, intellectual property, disclaimer, and governing law.
Captures business stage, links, services, goals, challenges, systems, pricing confidence, and session priorities.
Documents the business snapshot, key takeaways, top priorities, resources, homework, and 90-day focus.
Delivers the action plan and reminds clients that growth comes from consistent implementation.
Welcome Email
Subject: Welcome to Waxed by Sandi Academy
Hi!
Welcome to Waxed by Sandi Academy. I am so excited to work with you!
Thank you for investing in your business. You have taken the first step toward building a more profitable, sustainable beauty business, and I am honored to be part of your journey.
Here is what happens next
- Complete your intake questionnaire in full so the session focuses on the areas that will have the greatest impact.
- Review and sign your Coaching Agreement before your session.
- Once your intake form and agreement are complete, you will receive access to schedule your coaching session.
Come prepared
- Business Instagram handle
- Booking website or booking platform
- Google Business Profile if you have one
- Website if applicable
- Current service menu
- Pricing list
- Any questions you would like us to cover
My goal is to provide practical, personalized guidance that you can confidently implement in your business. Thank you again for trusting Waxed by Sandi Academy. I look forward to helping you build a business with intention, strategy, and systems. See you soon. Sandi Robinson, Founder, Waxed by Sandi Academy. Where Beauty Meets Business.
Your Session Is Booked Email
Subject: Your Session Is Booked
Hi!
Your coaching session with Waxed by Sandi Academy is officially booked.
I am looking forward to working with you and helping you create a clear strategy for growing your beauty business.
Before your session
- Complete your intake questionnaire if you have not already.
- Sign your Coaching Agreement.
- Have your Instagram, booking site, website, and Google Business Profile if applicable readily available.
- Bring a notebook or a way to take notes.
- Make a list of your top questions or biggest challenges.
What to expect
- A personalized session focused on your business and goals.
- Opportunities identified clearly with actionable next steps.
- Support around brand refinement, ideal client work, online visibility, and business systems as needed.
If you need to reschedule, please do so at least 48 hours in advance in accordance with the Coaching Agreement. Late cancellations or missed appointments may be subject to the policies outlined there. Thank you again for choosing Waxed by Sandi Academy. I cannot wait to help you take your business to the next level. See you soon. Sandi Robinson, Founder, Waxed by Sandi Academy. Where Beauty Meets Business.
Client Success Agreement
Where Beauty Meets Business.
1. Coaching Services
Waxed by Sandi Academy provides educational coaching, business strategy, mentorship, and professional development for beauty professionals. Coaching is collaborative and is not a substitute for legal, accounting, tax, financial, medical, or mental health advice.
2. Client Responsibility
Success depends on implementation. Results are not guaranteed. Coaching provides education, recommendations, accountability, and support, not done-for-you services. The client remains responsible for business decisions and outcomes.
3. Payment
Payment is due in full at booking unless otherwise agreed in writing. Strategy Session is paid in full at booking. The Accelerator and CEO Intensive may offer Pay in 4 through GlossGenius if eligible. On-site CEO Intensives require travel expenses paid before travel is confirmed. All coaching fees are non-refundable.
4. Scheduling
Appointments are scheduled through the approved booking platform. Clients are responsible for selecting an available time and arriving promptly. Failure to attend without proper notice forfeits the session.
5. Rescheduling & Cancellation
Clients may reschedule with at least 48 hours notice. Appointments canceled or rescheduled with less than 48 hours notice may be forfeited. No-shows are considered completed appointments and are not eligible for refunds or rescheduling.
6. Communication & Support
Support is provided according to the purchased package and begins on the date of the first coaching session. Support does not include additional coaching sessions, business management, ongoing consulting, or done-for-you services unless specifically included.
7. Scope of Services
Coaching may include guidance on business strategy, branding, ideal client development, pricing, marketing, Instagram strategy, SEO, Google Business Profile optimization, client retention, memberships, business systems, policies, and growth planning. Anything not specifically included in the purchased package is out of scope.
8. Intellectual Property
All coaching materials, workbooks, templates, guides, presentations, digital downloads, checklists, and educational resources remain the exclusive intellectual property of Waxed by Sandi LLC and are licensed for the client's personal business use only.
9. Confidentiality
Client business information shared during coaching will be treated professionally and not intentionally disclosed except where required by law. Academy methods, materials, templates, and proprietary resources are also confidential and may not be shared without written permission.
10. Recording Policy
Coaching sessions are not recorded by Waxed by Sandi Academy. Clients may not audio record, video record, photograph, screenshot, livestream, or otherwise reproduce sessions without prior written consent.
11. Professional Conduct
Abusive, threatening, discriminatory, harassing, or otherwise inappropriate behavior may result in immediate termination of coaching services without refund.
12. Disclaimer
Waxed by Sandi Academy provides educational coaching only. No guarantees are made regarding income, profitability, client volume, business growth, search engine rankings, social media growth, or any other business outcome.
13. Limitation of Liability
To the fullest extent permitted by law, Waxed by Sandi LLC and Waxed by Sandi Academy are not liable for direct, indirect, incidental, consequential, or special damages arising from participation in coaching services.
14. Governing Law
This Agreement is governed by the laws of the State of South Carolina.
15. Entire Agreement
This Agreement represents the complete understanding between the client and Waxed by Sandi Academy regarding coaching services and supersedes prior discussions or representations. If any provision is unenforceable, the remaining provisions remain in effect.
16. Acceptance of Agreement
By purchasing coaching services, the client acknowledges that they have read, understood, and voluntarily agree to the terms of this Agreement.
Client Intake Questionnaire
Personal Information
- Full Name
- Business Name
- Email Address
- Phone Number
- City & State
Business Information
- What type of beauty professional are you?
- Are you currently licensed?
- How long have you been in business?
- Are you full-time or part-time?
- Where do you work: salon suite, salon, spa, home studio, mobile, or other?
Business Links
- TikTok
- Website
- Booking Link
- Google Business Profile
Services
- What services do you currently offer?
- Which service is your biggest revenue generator?
- Which service would you like to book more of?
Goals & Challenges
- What are your top three business goals over the next 90 days?
- What are your three biggest challenges right now?
- What would make this coaching session a success for you?
- Is there anything else you would like me to know before our session?
Marketing, Systems & Pricing
- How are clients currently finding you: Google, Instagram, Facebook, referrals, word of mouth, TikTok, or other?
- Do you currently have online booking, a Google Business Profile, website, business policies, cancellation policy, membership program, email marketing, or text marketing?
- Do you feel your services are priced appropriately: yes, no, or unsure?
Personalized Action Plan Template
Progress beats perfection. Every successful beauty business is built through consistent action, intentional strategy, and strong systems.
Business Snapshot
- Current Business Stage
- Primary Goal
- Biggest Opportunity
- Biggest Challenge
Recommended Priorities
- Priority #1 with action steps and deadline
- Priority #2 with action steps and deadline
- Priority #3 with action steps and deadline
Recommended Resources
- Beauty Business Blueprint
- Resource Vault
- SEO Resources
- Google Business Profile
- Instagram Resources
- Other custom recommendations
Homework & Long-Term Focus
- Homework checklist before the next check-in
- Top priorities to keep focusing on over the next 90 days
Post-Session Follow-Up Email
Subject: Your Personalized Action Plan
Hi!
Thank you again for meeting with me today. I truly enjoyed learning more about you and your business.
Attached is your personalized Action Plan, which outlines the strategies, priorities, and next steps we discussed during your session.
Reminder
- Coaching provides the roadmap, but your success comes from consistent implementation.
- Focus on one action item at a time instead of trying to do everything overnight.
- If your package includes follow-up support, you are welcome to email with questions related to what we covered.
Thank you for trusting Waxed by Sandi Academy to be part of your journey. I am excited to see your progress and celebrate your wins along the way. Keep building. Keep growing. Keep showing up. See you soon. Sandi Robinson, Founder, Waxed by Sandi Academy.