The Perfect Consultation in 10 Steps

STEP 1:

SET A PRE-CONSULTATION APPOINTMENT

If you can, schedule a mandatory consultation prior to booking any new client’s appointment to manage booking time, as well as set early expectations.

*Mainly for new clients wanting a big transformation.

STEP 2:

ESTABLISH A TRUSTING RELATIONSHIP

Greet your client with confidence, then take a seat so you’re face-to-face. Standing over or behind someone during a consultation can feel intimidating, so keep the interaction grounded and comfortable. And don’t forget to smile—genuinely.

STEP 3:

CONTROL THE CONVERSATION

Stay focused on your client and the vision you’re creating together. Ask the questions you need without getting lost in small talk—there’ll be plenty of time for that during the appointment. Keep the conversation clear and purposeful so your client feels confident they’re in expert hands.

STEP 4:

TALK GOALS / INSPIRATION

Most clients come with inspiration pics and an idea of what they want. Use these images to uncover exactly what they like and don’t like. The color, the cut, the dimension, etc.

STEP 5:

TALK HAIR HISTORY

Play detective and ask a lot of questions about their hair history. What have they done to their hair over the last 5 years? Any box color, henna, or permanent? The more you know the better.

STEP 6:

TALK APPOINTMENT EXPECTATIONS

Tell them what time to arrive (and why they can’t be late), how to arrive (ex. clean hair), and the approximate time you expect the visit will take. Explain style maintenance as well (every 4-6 weeks, etc.).

STEP 7:

TALK HOME CARE

Discuss home expectations. What products they need to use and how to preserve the color and integrity.

STEP 8:

BE REALISTIC

Although we always shoot for the stars, we shouldn’t immediately promise we’ll get there. Offer realistic expectations and maintenance. If their goal hair requires

additional sessions and awkward stages, now is the time to tell them.

STEP 9:

TALK PRICE / COMMITMENT

If you can’t give an exact cost, offer a clear price range expanding from your minimum to your maximum. Explaining what could affect the final total prevents surprises and builds trust.

Be honest about the maintenance required, too: whether the look is low or high upkeep and how often touch-ups will be needed.

*Mostly for new clients. Use your judgment.

STEP 10:

ANSWER ALL OF THEIR QUESTIONS

Leave nothing on the table. Answer their questions clearly and thoughtfully so they feel completely at ease. Focus on uncovering both what they want and what they want to avoid.

We offer two forms that will set you apart from other stylists. The Perfect Consultation Form: A professional, risk-free consultation form designed to protect guests and stylists while ensuring clear expectations for every service. And our Stylist Consultation Form: Designed to evaluate hair history, condition, and goals for perfectly customized results.

Click the link here to get access to both forms.