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A step-by-step system for optometry business owners to get their first 10 patients, build a reliable optometric technician pipeline, and run their business like a business built to last.
Patients choose an eye doctor based on convenience, trust, and insurance fit. Here's exactly where to build visibility.
Patients need reminders for annual exams, and a well-trained technician team keeps pretesting and dispensing running efficiently. This playbook gives optometry business owners a real, step-by-step system for both sides of the business, built from 20+ years of HR and business systems experience.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Patients — Pediatricians, Schools & Vision Screening Programs, Ophthalmologists, Optical & Eyewear Retailers, and current patient referrals, with ready-to-use scripts
Module 2: Optometric Technician Recruiting System — where to find optometric technicians, job posting templates, referral bonuses, and interview questions that predict great hires
Module 3: Building Referral Partnerships — email templates and a follow-up cadence so no relationship goes cold
Module 4: Marketing System — content ideas and a review generation process
Module 5: Systems & Operations — the patient journey, essential SOPs, and 6 KPIs including recall/exam compliance rate and new patient count
Who it's for: Optometry business owners who want a predictable pipeline of patients and a optometric technician team that doesn't leave them scrambling.
A step-by-step system for optometry business owners to get their first 10 patients, build a reliable optometric technician pipeline, and run their business like a business built to last.
Patients choose an eye doctor based on convenience, trust, and insurance fit. Here's exactly where to build visibility.
Patients need reminders for annual exams, and a well-trained technician team keeps pretesting and dispensing running efficiently. This playbook gives optometry business owners a real, step-by-step system for both sides of the business, built from 20+ years of HR and business systems experience.
Inside, you'll get 5 complete modules:
Module 1: Getting Your First 10 Patients — Pediatricians, Schools & Vision Screening Programs, Ophthalmologists, Optical & Eyewear Retailers, and current patient referrals, with ready-to-use scripts
Module 2: Optometric Technician Recruiting System — where to find optometric technicians, job posting templates, referral bonuses, and interview questions that predict great hires
Module 3: Building Referral Partnerships — email templates and a follow-up cadence so no relationship goes cold
Module 4: Marketing System — content ideas and a review generation process
Module 5: Systems & Operations — the patient journey, essential SOPs, and 6 KPIs including recall/exam compliance rate and new patient count
Who it's for: Optometry business owners who want a predictable pipeline of patients and a optometric technician team that doesn't leave them scrambling.