Feb. 2-8
INVENTORY Sales reps should have year-end numbers by now showing how well each of their frame lines performed in 2024 after returns and other factors. Ask for the highlights of their data. With information on turn ratios, you can make comparisons to the performance of your own stock and start laying the foundation of the rest of your 2025 buying, just in time for Vision Expo East (Feb. 19-22).
TRAINING Consider which of your superstar staff members would benefit from attending a conference. Or hire a speaker or consultant for a one- or two-day in-office seminar.
Feb. 9-15
MARKETING Post or email a reminder: “Three days left ’til Valentine’s Day!” List your top 10 gift ideas.
MANAGEMENT There’s no one correct way to arrange the information on a profit-and-loss statement. If you have trouble easily understanding yours, ask your accountant to arrange the information so you can tell instantly what went right (or wrong) in the previous month.
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Feb. 16-22
MERCHANDISING If your doctors do not do the frame buying, have them straighten up the frame boards at least once every two weeks. This way, they’ll become much more familiar with the product — and your frame sales will increase!
FINANCES Most insurance claims should have been processed by now. Review the numbers as part of an evaluation of your vision care plans with an aim to get rid of the low-paying ones.
Feb. 23-Mar. 1
PROCEDURES An up-to-date procedures manual is a key part of running an effective practice. Call a staff meeting and ask everyone for their opinions on current procedures; they may have made improvements to the process that should be added to your manual.
MARKETING In a strip mall or on a busy city block? Buy a portable sign or sandwich board you can put out front to advertise your store and specials.
