Peptide Therapy Launch Workbook
Peptide Therapy Launch Workbook
SECTION 1 – Introduction to Peptide Therapy
What Are Peptides?
Peptides are short chains of amino acids — the building blocks of proteins — that act as precise messengers in the body. They regulate metabolism, tissue repair, hormone production, and more. In aesthetics, peptides are used to improve body composition, recovery, sleep, libido, and skin quality.
Why Peptides Are the Next Frontier in Aesthetic Wellness
Clients want to look and feel good. Peptides bridge that gap. They expand your services beyond injectables, attract a wellness-minded demographic, and create recurring monthly revenue.
Aesthetic vs Wellness Peptides
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Safety & Compliance Notes
- Recommended by a licensed provider.
- Partner with verified compounding pharmacies.
- Avoid disease claims (“supports” vs “treats”).
- Store and track per medical standards.
- Tip: Upload consent & intake forms into Portrait EMR for HIPAA-compliant record-keeping.
- Added: Peptides may be sourced from facilities that are WHO-GMP, ISO-certified, or similar, but even high-quality sourcing does not equal FDA approval. Many peptides remain in a regulatory gray zone. Providers should understand this risk and disclose appropriately to patients.
- Added: Ensure your malpractice carrier explicitly covers peptide therapy, wellness programs, and use of non–FDA-approved products. Many standard policies exclude these services unless declared.
SECTION 2 – Legal, Medical & Operational Foundations
Federal & State Oversight
- Peptides = controlled substances.
- Telemedicine rules vary by state.
- Peptides are legal when recommended & dispensed properly.
- Avoid curative claims and emphasize these are not intended to treat disease or a medical condition.
- Added: Even when sourced from GMP or WHO-certified facilities, peptides are not FDA-approved for most indications. Marketing and patient education must avoid implying that lab certifications equate to FDA endorsement.
- Added: Some states restrict or prohibit the use of certain peptides entirely. Always review state board guidance before implementing a program.
Safe Documentation Templates
Consent Excerpt
I understand that peptide therapy may involve compounded and/or lab‑sourced products that are not FDA‑approved. Their use is elective and off‑label.
I understand that quality certifications (such as WHO‑GMP or ISO) do not mean FDA approval, and regulations may change.
Possible risks include allergic reactions, infection, contamination, unwanted side effects, and interactions with medications or underlying conditions.
My provider has reviewed appropriate alternatives with me, and I have had the opportunity to ask questions. I understand I may discontinue therapy at any time.
By signing below, I acknowledge that I have read and understand this consent and voluntarily agree to proceed with peptide therapy under my provider’s direction. Below, I acknowledge that I have read and understood this consent and that I voluntarily agree to proceed with peptide therapy under my provider’s direction.
Sample language for risk disclosure: > These peptides are not FDA-approved for the treatment of any disease or condition. Their use is considered off-label and may carry regulatory or professional risk. I acknowledge that my provider has explained these risks and that I elect to proceed.
Operational Setup Checklist
- Medical Director / Prescriber secured
- Pharmacy partner onboarded
- Consent & intake forms uploaded
- Cold storage & inventory tracking in Portrait
- Staff trained on compliance
- Confirm malpractice coverage for all involved clinicians. Document coverage verification annually.
SECTION 3 – Building Your Peptide Therapy Menu
The 3-Part Offer Formula
Promise: Transformation or goal
Protocol: Which peptides & timeline
Price & Experience: Packaging & delivery
Example: “Boost metabolism & energy in 8 weeks with CJC-1295/Ipamorelin + BPC-157 ($1,499).”
Tiered Menu Example
Tier Program Name Includes Price
Level 1 Peptide Reset, 1 peptide, 4 weeks $499–699
Level 2 Body & Balance, 2 peptides, 8 weeks $1,200–1,500
Level 3 Longevity Elite, 3+ peptides, 12 weeks $2,000–2,800
Sample Programs
Peptide Reset – 8 Weeks → Semaglutide or AOD-9604 + B12 | $1,250
Glow & Grow – 12 Weeks → GHK-Cu + BPC-157 | $1,100
Vitality & Performance – 12 Weeks → CJC-1295/Ipamorelin + BPC-157 | $1,800
Optimization Club – Monthly → 1 peptide + check-in | $350–499/mo
Worksheet – Build Your 3-Tier Menu
SECTION 4 – Marketing & Messaging
The Educate–Excite–Enroll Framework
- Educate: What are peptides?
- Excite: Results clients can expect.
- Enroll: How to start (programs & consults).
Content Pillars
- Education 2. Transformation 3. Lifestyle 4. Authority 5. Action
Sample Post Ideas
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Category |
Example |
CTA |
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Educational |
“5 Signs You Could Benefit from Peptides” |
Book Consult |
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Behind the Scenes |
“Unboxing Our Newest Peptide Shipment” |
DM ‘PEPTIDES’ |
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Client Story |
“Better sleep & energy after 8 weeks 💪” |
Tap Link in Bio |
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Promotion |
“Launching Our Peptide Reset Program!” |
Schedule Now |
Email Sequence Templates
- “Something New is Coming” — announce launch
- “Peptide Therapy Has Arrived!” — detail programs
- “Client Results Are In!” — social proof + CTA
30-Day Launch Calendar
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Week |
Focus |
Content |
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1 |
Tease the launch |
“Something new is coming” reel |
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2 |
Educate |
“What are peptides?” carousel |
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3 |
Launch |
Announce programs + go live |
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4 |
Results |
Testimonials + renewal CTA |
Worksheet: Craft Your Peptide Marketing Message
Prompt Your Answer
What transformation does each program promise?
How do peptides complement your brand’s mission?
What compliant phrases describe your program?
What type of client story could illustrate success?
What’s your launch offer or incentive?
Compliant Language Guide
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❌ Don’t Say |
✅ Do Say |
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“Treats obesity.” |
“Supports healthy weight management.” |
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“Heals injuries.” |
“Promotes recovery and tissue support.” |
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“Increases GH.” |
“Supports natural hormone balance.” |
Added: - Avoid referencing specific drug names (e.g., Ozempic, Wegovy, Mounjaro) in ads or social posts, per PureRx Marketing Guidelines. - Do not imply guaranteed weight loss, cured disease, or reversal of medical conditions. - Use generic, educational, and physiological language.
Added: Sample compliant phrasing: > Peptides may support metabolism and energy when combined with healthy lifestyle habits.
Additional Marketing Risk Reduction
- Avoid before/after photos implying a medical result.
- Avoid naming specific diseases (e.g., PCOS, diabetes, thyroid disease).
- Use disclaimers on every product or service page.
SECTION 5 – Consultation & Sales Strategy
Even the best peptide programs won’t sell themselves. This section trains your team to confidently discuss, recommend, and close peptide program sales — through education and empathy.
1️⃣ The 3-Step Peptide Consultation Flow
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Step |
Goal |
Key Question |
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1. Discover |
Identify goals & frustrations |
“What made you interested in peptides?” |
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2. Educate |
Explain benefits clearly |
“Peptides can help your body optimize naturally.” |
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3. Recommend |
Match to the right program |
“Based on your goals, I’d suggest our 8-week Reset.” |
💡 Keep the focus on how the client will feel, not just the science.
2️⃣ Consultation Script Template
Step 1 – Warm Welcome
“Welcome! I’m so glad you’re here to learn more about peptide therapy.”
Step 2 – Discovery Questions
- What motivated you to explore peptides?
- How is your energy or recovery lately?
- What’s your top goal for the next 8–12 weeks?
Step 3 – Educate Simply
“Peptides are amino acid chains that signal your body to restore balance — naturally and safely.”
Step 4 – Present the Right Program
“Based on what you’ve shared, I recommend starting with our Peptide Reset Program. It’s an 8-week plan that supports metabolism and energy. Your total investment is $1,250.”
3️⃣ Handling Common Objections
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Objection |
Suggested Response |
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“It’s expensive.” |
“It’s an investment in long-term wellness that often replaces multiple treatments.” |
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“Do peptides really work?” |
“They support your body’s natural processes — energy, sleep, and recovery improve with consistency.” |
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“I’ll think about it.” |
“Absolutely — I’ll send your plan summary today so you can review it.” |
4️⃣ Transitioning from Consult to Sale
- Confirm readiness → “Would you like to get started this week?”
- Collect payment or deposit.
- Set expectations → “We’ll check in every 2 weeks to track progress.”
5️⃣ Follow-Up System
If they didn’t book:
“I loved meeting you! Here’s your peptide plan — let’s reserve your start date this week.”
If they booked:
Send prep instructions, confirm delivery, and schedule check-ins.
6️⃣ Team Role Breakdown
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Role |
Responsibility |
Tools |
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Front Desk |
Schedule consults, manage payments |
Portrait CRM |
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Provider |
Conduct consult, document plan |
Portrait Charting |
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Marketing |
Send emails, track conversions |
Email platform |
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Medical Director |
Approve scripts & protocols |
Portrait Portal |
Worksheet – Create Your Consultation Flow
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Stage |
Who Handles It |
Tools Needed |
Notes |
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Initial inquiry |
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Consultation scheduled |
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Follow-up |
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Enrollment & payment |
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Renewal check-in |
Compliance Guidance
- Do not diagnose conditions during a peptide consult.
- Document all discussions around risks, lack of FDA approval, and alternative evidence-based treatments.
- Ensure all recommendations originate from a licensed provider with appropriate scope of practice.
Objection Script (Compliance-Safe)
“Are peptides safe?” > Your provider will review your medical history to determine whether peptide therapy is appropriate. These products are not FDA-approved for weight loss or anti-aging and may carry risks, which we cover thoroughly during your consultation.
SECTION 6 – Retention & Follow-Up Strategy
Ensure follow-up messaging avoids medical claims. Instead, focus on subjective wellness outcomes, lifestyle habits, and progress tracking.
The 90-Day Peptide Client Journey
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Phase |
Timeline |
Focus |
Action |
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Onboarding |
Weeks 1–2 |
Education |
Send welcome email & tracker |
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Transformation |
Weeks 3–8 |
Results tracking |
Check-in every 2 weeks |
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Renewal |
Weeks 9–12 |
Extend or upgrade |
Review results & upsell |
Follow-Up Message Templates
Welcome Message
“Hi [Name]! Welcome to our Peptide Program. We’ll send your tracker and first check-in soon!”
Week 2 Check-In
“Hi [Name], how are you feeling so far? Many clients notice improved energy or sleep around now!”
Week 10 Renewal Prompt
“You’ve done amazing! Let’s talk about continuing your peptides or joining our Wellness Membership.”
Client Progress Tracker
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Date |
Sleep (1–10) |
Energy (1–10) |
Mood (1–10) |
Notes |
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Week 1 |
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Week 4 |
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Week 8 |
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Week 12 |
Collecting Testimonials
“We’re thrilled with your progress! Would you be open to sharing your experience? It can inspire others.”
Prompt questions:
- What changes have you noticed?
- How do you feel compared to before?
Membership Model Examples
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Plan |
Includes |
Price |
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Reset |
1 peptide + check-in |
$350/mo |
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Renewal |
2 peptides + labs |
$499/mo |
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Elite Optimization |
3 peptides + discounts |
$650/mo |
Portrait Tip: Manage memberships & billing through Portrait’s recurring payment system.
Referral Program Example
“Refer a friend to our Peptide Program and you both get $100 in wellness credit when they enroll.”
Retention KPIs
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Metric |
Goal |
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Conversion Rate |
50%+ |
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Renewal Rate |
40%+ |
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Membership Retention |
80%+ |
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Referral Rate |
20%+ |
Worksheet – 90-Day Retention Plan
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Timeline |
Client Action |
Your Action |
Tool Used |
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Week 1 |
Starts program |
Send welcome + tracker |
Portrait |
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Week 4 |
Progress check |
Message + update tracker |
CRM |
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Week 8 |
Review results |
Collect testimonial |
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Week 10 |
End of program |
Offer renewal/membership |
Proposal |
SECTION 7 – KPIs & Financial Tracking
Key Performance Indicators
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Category |
Metric |
Target |
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Marketing |
Consult Requests |
10–20/mo |
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Sales |
Conversion Rate |
50%+ |
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Revenue |
Avg Program Value |
$1,200–1,800 |
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Retention |
Renewal Rate |
40%+ |
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Membership |
Active Members |
25–50+ |
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Referrals |
% of New Clients |
20%+ |
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Profitability |
Net Margin |
60–75% |
Peptide ROI Calculator
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Metric |
Formula |
Example |
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Clients Enrolled |
Count |
20 |
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Avg Program Price |
— |
$1,400 |
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Gross Revenue |
Clients × Price |
$28,000 |
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Costs |
35% |
$9,800 |
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Net Profit |
Revenue − Costs |
$18,200 |
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Renewals |
40% × 20 |
8 |
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Renewal Revenue |
8 × $1,400 |
$11,200 |
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90-Day Total |
$28,000 + $11,200 |
$39,200 |
Monthly Performance Tracker
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Month |
Consults |
Sales |
Conversion % |
Renewals |
Revenue |
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January |
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February |
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March |
Break-Even Example
Fixed Costs: $5,000
Profit per Client: $900
Break-even = 5.5 clients
Scaling Stages
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Stage |
Focus |
Goal |
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Launch |
Awareness |
10 consults/mo |
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Growth |
Sales consistency |
20 programs/mo |
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Retention |
Renewals |
40%+ |
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Expansion |
Hire team |
Multi-location |
Worksheet – Build Your Peptide Dashboard
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KPI |
Current |
Goal (30 Days) |
Action Plan |
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Consults |
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Conversion % |
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Avg Program Value |
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Renewals |
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Memberships |
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Referral Rate |
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Total Revenue |
SECTION 8 – Action Plan & Resource Directory
Risk-Management To-Do Items
- Verify malpractice coverage for all providers and ensure peptide therapy is included.
- Maintain batch-level documentation for all purchased peptides.
- Refresh marketing language quarterly to stay compliant with FTC/FDA expectations.
- Educate staff annually on compliant language and risk disclosures.
Growth Strategies
- Relaunch quarterly with themes (Winter Reset, Summer Glow)
- Keep training staff on peptide science
- Create a private Peptide Club community