The complete guide on how to properly structure pre-session payment plans, so that you can stop dealing with the hassle of post-session payment plans. No more late fees, chasing down money, or clients ghosting you and not fulfilling their financial obligation to your business!
My cancellations and reschedules have all but stopped since implementing PSPP, and my average sale has actually increased. This process has single-handedly improved my cash flow and relieved my stress so that I can focus on giving my clients the experience they deserve.
The Pre Session Payment Plan Guide includes Part 1 and Part 2!
Part 1 is perfect for introducing PSPPs to your business and your clients.
Part 2 is for those who wish to make PSPP mandatory for all clients (which I highly recommend)!
Combined, both parts make up this guide and will change the entire way you run your business and your finances!
Part 1 Contents:
- 3 Different Ways to integrate pre payments into your business structure
- TONS of examples of “bonuses”
- Tips for creating an effective Bonus List with worksheets
- Structures + Guidelines
- Calculating PSPP + Sales Tax
- Pre-Session Payment Plan Breakdown spreadsheet
- 5 Phone Scripts to better communicate with your clients
- Contracts, financing and combining methods of payments
- Extensive FAQ
- Access to PSPP Spinoff Facebook Community
Emails + Forms + Workflow:
- Pre-Session Questionnaire which promotes Pre-Purchase Payment Plans
- Pre-Session Payment Plan Contract
- Final Sale Form
- Card Authorization Form
- PSPP FAQ Form
- 11 Email Templates
- CRM Workflow integration overview
Part 2 Contents
- How to implement mandatory Pre-Session Payment Plans
- Changing your emails to create a sense of urgency
- Structures + Guidelines
- Calculating PSPP + Sales Tax
- Pre-Session Payment Plan Breakdown spreadsheet
- Updated Phone Scripts to better communicate with your clients
- Updated Contracts including deadlines and details for Mandatory PSPP
- Financing and combining methods of payments
- Extensive Updated FAQ
UpdatedEmails + Forms + Workflow
- Pre-Session Payment Plan Setup Email
- Pre-Session Payment Plan Setup Form
- Pre-Session Payment Plan FAQ
- PSPP Set up Reminder Emails
- Card Authorization Form
- PSPP FAQ Form
- 5 Email Templates
- CRM Workflow integration overview





