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Manager's To-Do

Start Stretching! Flex Spending Season is Almost Upon Us and More Manager’s To-Dos for November

Are you ready to make some money?

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Christine Howard of Attleboro Vision in Attleboro, MA.

What you’re doing this month: “We’re moving and that is taking up a lot of our thought processes and energy. We’re focusing on what we can do when we do open up our new spot in terms of our Grand Opening, rebranding ourselves a little bit, and working more with the community we’re in to remind them we are there to serve the city.” —  Christine Howard, Attleboro Vision, Attleboro, MA

Oct 29-Nov 4

OPERATIONS Fine-tune your schedules. HSA and FSA spending brings in a lot of revenue at this time of year and you want your doctors in for those extra hours, or at least squeezing in extra exams.

OPTOMETRIC Draft an action plan for those patients who have yet to show their faces this year, especially those with coverage or HSAs. Experiment with a direct mailer followed by phone calls.

MARKETING Create a “Holiday Gift Guide,” maybe with the trend-tracking advice from The Vision Council’s Eyecessorize.com blog. Include gift suggestions by gender, age group, and style (sophisticated, sporty, rugged, glam, etc.). Put it front and center on your website, at the top of all your holiday emails, on your reception area TV, and even on an iPad in your dispensary.

Nov 5-11

CIVIC DUTY Nov. 6 is Election Day. Make arrangements to ensure you and your staff have time to vote. 

MANAGEMENT November and December are big planning months. Set growth targets but focus on the actions that will achieve that growth.

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MARKETING Send “Save the Date” cards and e-mails for all events. 

Nov 12-18

STAFF You and your staff should start your own holiday shopping soon to get it out of the way. Have business cards for your store handy so you can hand them out to the people you meet.

MARKETING Invite some local bloggers in to come and play with your holiday inventory or learn about a recent technological advancement in vision. For inspiration, see what Zeiss did with The Girls With Glasses for their Digital Lens: invmag.us/101802.

Nov 19-25

ONLINE Holiday-season shopping begins this week as consumers start visiting the websites of favorite retailers. Update your site with seasonal elements, feature gift ideas and highlight your wish-list function.

MARKETING Read an article in a local publication extolling the joys of online retail? Be sure to get your side of the story across with a letter to the editor.

MARKETING Record a new message for your telephone to reflect the holiday season.

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Nov 26-Dec 2

DISPLAY Create and lay your first holiday display window. In a backroom, post a list of all inventory— to remind staff of what needs to move before the end of this year.

MARKETING As you potentially interact with the largest number of customers you’ll see in your store all year over the next month, pay staff $1 for every name and address they collect for your distribution list. E-mail addresses are a must.

Since launching in 2014, INVISION has won 23 international journalism awards for its publication and website. Contact INVISION's editors at [email protected].

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