Beauty Product Recommendation Tracking Form

Captures the products an advisor recommended during a consultation, which were purchased on the spot, and which were sampled for follow-up.

Consultation Details

• Consultation Date
  Date the consultation took place.
• Consultation Time
  Approximate start time of the consultation.
• Advisor Name
• Store / Counter Location
• Consultation Type
• Consultation Duration (minutes)

Client Profile

• Client First Name
• Client Last Name
• Preferred Follow-Up Contact Method
  How the client prefers to be contacted for follow-up on sampled products.
• Contact Email or Phone Number
  Only collect if client has consented to follow-up contact.
• Client has consented to follow-up contact and data collection per store privacy policy
  Check only if the client verbally or digitally confirmed consent.
• Skin / Hair Type
  Select all that apply to help contextualize recommendations.
• Primary Beauty Concern
• Known Allergies or Ingredient Sensitivities
  Note any allergies or sensitivities disclosed by the client to ensure safe recommendations.

Products Recommended

• Recommended Products
  Add a row for each product recommended. Minimum 1 product required.
• Product Recommendation Log
  Enter each recommended product, its category, outcome (purchased / sampled / declined), and any advisor notes.
• Total Products Recommended
  Total count of distinct products discussed during the consultation.
• Total Products Purchased On the Spot
  Number of recommended products the client purchased during the consultation.
• Total Products Sampled for Follow-Up
  Number of samples given to the client to try before purchasing.

Sample Follow-Up Plan

• Sampled Product Names
  List the specific products sampled so follow-up can be targeted.
• Usage instructions provided to client
  Confirm that application instructions and any safety/patch-test guidance were shared.
• Planned Follow-Up Date
  Target date to reach out to the client about their experience with the samples.
• Follow-Up Assigned To
  Who is responsible for conducting the follow-up outreach.
• Follow-Up Talking Points
  Key points or questions to address during the follow-up conversation.

Consultation Outcome and Advisor Notes

• Estimated Client Satisfaction
  Advisor's impression of how satisfied the client appeared at the end of the consultation.
• Overall Consultation Outcome
• Referral Details
• Additional Advisor Notes
• Attach Photos (e.g., skin analysis, before/after, product lineup)
  Optional — attach images only if relevant and client has consented to photography.