Eyeglasses, an optometry instrument, contact lens containers, and an eye chart on a white background.

Visionary

For practices that want a true partner in growth and transformation.

What’s Included:

  • Comprehensive Business Audit & Custom Plan
    A deep analysis of your operations, staff structure, financial systems, inventory, and patient experience. You’ll receive a fully customized strategy tailored to your practice’s goals.

  • On-Site Training & Shadowing
    Hands-on, in-office support for opticians, technicians, and front desk staff. I’ll work directly with your team to reinforce best practices, correct inefficiencies in real time, and ensure systems are executed consistently.

  • Lab Bill Negotiation & Vendor Contracts
    I’ll review your lab and vendor agreements, identify savings opportunities, and help you negotiate more profitable terms—often resulting in thousands of dollars saved annually.

  • Custom SOPs & Training Manuals
    Branded, step-by-step documents designed specifically for your practice. These resources standardize workflows so your team always knows what to do, reducing errors and training time.

  • Weekly Consulting Calls
    Ongoing accountability and refinement. We’ll meet each week to track progress, troubleshoot challenges, and keep your team moving toward measurable results.

  • Unlimited Email & Text Support
    Direct access for questions, problem-solving, and urgent needs between scheduled calls.

  • Marketing & Patient Growth Guidance
    Strategies for recall systems, promotions, and branding that keep patients engaged and returning to your practice.

Who It’s For:

  • Established practices ready to scale, improve profitability, and build lasting systems.

  • Owners seeking high-level, hands-on support and long-term results.

  • Offices that want not just consulting—but a trusted partner invested in their success.

Outcomes You Can Expect:

  • Significant cost savings through smarter vendor and lab agreements.

  • Stronger, more consistent staff performance with clear SOPs and in-office training.

  • Increased patient satisfaction, retention, and sales.

  • Confidence knowing your practice is running at its highest potential.