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How to Structure a Professional Client Consultation on the Phone

How to Structure a Professional Client Consultation on the Phone

, by Lynsey Bennett, 3 min reading time

How to Structure a Professional Client Consultation on the Phone


Build trust, avoid mistakes, and get flawless results — before they even walk in the door.


As a spray tan artist, every great result starts with the right prep — and that includes how you speak to your client. A short phone consultation can make all the difference in managing expectations, prepping the skin, and creating a five-star experience.


Here’s how to structure a consultation call that positions you as the pro and ensures your client feels totally taken care of:


1. 

Start With the Event


Ask the basics — but make it feel personal.

  • “Is this tan for a special occasion or just a confidence boost?”
  • “What’s the date of the event?”
  • “What are you wearing?” (Backless dress? Long sleeves? You’ll want to tailor the tan depth and blend zones.)


🎯 Why it matters: This helps you time their appointment perfectly — and manage expectations about how fresh the tan will look on the day.


2. 

Discuss Skin Type & Prep


Get insight into their skin so you can give tailored advice:

  • Do they usually tan well?
  • Are they dry or sensitive?
  • Do they exfoliate regularly?


🧴 Your advice should always include:

  • Exfoliate 24 hours before the appointment
  • No moisturiser, deodorant, or perfume on the day
  • Wear loose, dark clothing
  • Remove makeup and jewellery


💡 Top tip: Recommend Lusso Primer and a bamboo mitt for the gentlest prep.


3. 

Ask About Medications or Skin Conditions


A sensitive but important step — some medications, especially acne treatments or hormone-based prescriptions, can affect how tan develops.

  • “Are you taking any medication or using strong skincare (like retinol or acne treatments)?”
  • “Do you have any known allergies or conditions like eczema or psoriasis?”


📍 Why it matters: You might need to avoid certain areas or offer a patch test.


4. 

Offer Shade Recommendations


Once you’ve gathered all the info, offer a personalised recommendation based on their event, skin tone, and preference.


💬 “For a bridal shower next Friday and your skin tone, I’d recommend our Lusso Rapid Mousse — we can adjust the depth based on how long you leave it on.”


5. 

Confirm the Appointment + Send Follow-Up


Wrap it up professionally:

  • Confirm date/time/location
  • Let them know what to bring or wear
  • Send a confirmation text/email with the prep instructions you discussed


💌 This makes you look organised and trustworthy — and avoids last-minute surprises like someone showing up covered in body oil.


🗂️ Summary: Phone Consultation Checklist


Event date & type

Skin type & history

Medications/skin conditions

Prep instructions

Tan product recommendation

Confirm booking + send follow-up message

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