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Run: Beauty Product Recommendation Tracking Form

Track beauty consultation recommendations, on-the-spot purchases, and sample follow-up in one client-ready form. Use it to document what was suggested, what ...

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Consultation Details

Consultation Date (required)

Date the consultation took place.

Consultation Time

Approximate start time of the consultation.

Advisor Name (required)

Store / Counter Location (required)

Consultation Type (required)

Consultation Duration (minutes)

Client Profile

Client First Name (required)

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.

Yes No N/A

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

Sample Follow-Up Plan

Sampled Product Names (required)

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.

Yes No N/A

Planned Follow-Up Date (required)

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 (required)

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.

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Email (required)

Your name (optional)

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