What is a 90-day step-by-step profit margin improvement plan for an optometry office in a competitive metropolitan area?

The goal: increase profit margins by 15–20% while strengthening patient loyalty.

Phase 1: Foundation (Weeks 1–4)

Goal: Capture missed revenue + improve recall

1. Audit missed calls & recall

   • Measure how many inbound calls are missed (e.g., 15–20/day = $200k+ lost/year).

   • Pull a list of patients overdue for exams.

2. Deploy Voice AI (Careline AI)

   • Answer every call 24/7, book exams, and answer common patient questions.

   • Run recall campaigns: overdue exams, benefits expiring, glasses ready. (English, Spanish, Chinese)

3. Online scheduling optimization

   • Make booking 1-click from website, Google Business, and emails.

4. Train staff on premium upgrades

   • AR coatings, blue light filters, second pairs, and premium progressives.

   • Staff role-play to boost confidence in recommending.

Phase 2: Revenue Growth (Weeks 5–8)

Goal: Increase revenue per patient visit5. Specialty services launch

• Introduce one new service (e.g., myopia control, dry eye treatment, OCT wellness scans).

• Promote through in-office signage and recall messages.

• Premium eyewear strategy

  • Highlight mid-to-high end frames in displays.

  • Bundle: “Exam + frames + premium coating” → creates higher average ticket.

• Patient recall campaigns

  • Back-to-school (kids).

  • Benefits expiring (adults with insurance).

  • Senior vision (over 60).

• Review system push

  • Automate SMS/email after visits asking for Google reviews.

  • Reviews boost online visibility → drives more new patients.

Phase 3: Efficiency & Differentiation (Weeks 9–12)

Goal: Lower costs & build loyalty9. Inventory optimization

• Identify slow-selling frames, return or discount them.

• Focus on top-selling lines → improves cash flow.

• Membership plan launch (for uninsured)

• $199/year: eye exam + 20% off glasses.

• Locks in recurring revenue and loyalty.

• Community presence

• Partner with local schools, senior centers, or employers for screenings.

• Small investment → high new patient growth.

• Data review & fine-tuning

• Compare pre-90 day vs post-90 day:

  • Recall conversion %

  • Average revenue per exam

  • Missed call %

  • Optical capture rate

Expected Outcome After 90 Days

• +10–15% more booked exams (via recall & no missed calls).

• +15–25% higher revenue per patient (specialty services + eyewear upgrades).

• Lower costs (less staffing pressure, smarter inventory).

• Greater loyalty through memberships & personalized recall.