Clarity

Perfect for practices that need a clear starting point and quick wins without a big commitment.

What’s Included:

• Business Audit (1–2 Hours)
  A focused review of your optical operations, covering staff workflow, insurance submissions, ordering systems, and inventory management. We’ll identify inefficiencies and uncover opportunities to improve patient flow and profitability.

• Actionable Report & Quick Wins Plan
  You’ll receive a clear, step-by-step outline of priority changes that can be implemented immediately—designed to save time, reduce errors, and increase revenue.

• Training Toolkit (Starter Resources)
  A set of checklists and guides tailored for your front desk and optical staff. These cover everyday processes like insurance submission, material ordering, and exam documentation to help your team standardize tasks quickly.

• One Strategy Session (60 Minutes)
  A live call to walk through your Quick Wins Plan, answer questions, and ensure your staff feels confident putting recommendations into action.

• Follow-Up Support
  Up to 2 follow-up email consultations for clarity or troubleshooting within 30 days of your audit.

Who It’s For:

• Practices that aren’t ready for full-scale consulting but want a professional assessment.

• New owners/managers who need guidance on where to focus first.

• Offices struggling with staff consistency, lab bills, or frame inventory flow.