Connect with us

Manager's To-Do

Summertime and the Business is Easy … Well, If You Stay Active

Here’s what you need to do in July.

mm

Published

on

SALES “I’ve got two daughters getting married this month. So, I just need to go sell some glasses and make sure there is lots of money in the account! — Cleve Barham,Fine Eyes, Ridgeland, MS

July 2-8

MANAGEMENT Summer means different things to different ECPs. If it’s slow for you, take the chance to fine-tune strategy: Work out a schedule to assess your goals, find new ways to automate operations, grow your network, plan inventory reductions, speed patient flow and so on.

MARKETING The back-to-school sales period is weeks away. Check product availability  and staffing. Check out the INVISION archives for our features on back-to-school sales in May this year and 2016: invmag.us/archives.

SALES With the mercury rapidly climbing, everyone’s mind is turning to taking a break. Make this month’s spiff a sales contest for an extra paid day off. Target a category most staff neglect such as colored contacts or performance eyewear.

July 9-15

EVENT PLANNING Now’s the time to start planning a fall trunk show.

WEBSITE Put together a “What’s New!” web page in anticipation of new arrivals from show orders.

Advertisement

STORE Pick a remodeling job. Paint the optical, or change out the fluorescent light kits for a more modern lighting solution. See page 50 for more low-cost ideas.

MARKETING Hit your social media channels to remind any vacation-bound clients to pack a backup pair of contacts or glasses in their carry-on. You need to start educating them why it’s essential.

July 16-22

MARKETING Hire a pro to take photos of your store and team while everyone is sun kissed and glowing. These are valuable marketing tools you can use when meeting new vendors at trade shows, dealing with local press, or even entering your store in next year’s America’s Finest contest.

CLIENT RELATIONS Pick two or three things you want every customer to experience and talk to staff about how to expose clients to these areas.

OUTREACH Draw up a schedule to visit nursing homes and assisted living facilities. Prepare business cards so that clients can share them.

July 23-30

SERVICE It’s hot out there. Welcome customers into your store with a cool washcloth and a cold beverage.

Advertisement

MANAGEMENT Review the services you offer with a focus on return on effort. If repairs or another service are draining resources for little reward, reconsider them.

Since launching in 2014, INVISION has won 23 international journalism awards for its publication and website. Contact INVISION's editors at editor@invisionmag.com.

Advertisement

SPONSORED VIDEO

SPONSORED BY KENMARK

Jump In — the Water’s Fine!

With a salute to summer’s shimmery, mermaid colors and warm weather-loving shades, Kenmark Eyewear celebrates this summer’s Aloha spirit with eyewear from Vera Wang, Kensie, Zac Posen and the Original Penguin Collection!

Promoted Headlines

Manager's To-Do

Tips for Wrapping Up All Those Little Year-End Tasks and More Manager’s To-Dos for December and January

Including billing, Flex Spending, recalls and sales incentives for all.

mm

Published

on

Dec. 1-7

OPERATIONS Push to get all pending billing done so you are ready for the busy end-of-year holiday period.

MARKETING We trust flex spending reminders adorn all communications. But take it to a new level with a year-end sale to drive use. It’s a double savings! And a good way for you to get rid of some aging inventory.

Dec. 8-14

OPERATIONS Only two weeks to go until Christmas. If you offer extended hours, be sure to promote that on your website and social media channels.

WEBSITE Add a sign-up to your website for customers to receive news or promotions. Give all employees a personalized address for customer emails. Update the copyright on your site to 2020.

Dec. 15-21

SERVICE Refine your intake procedure for repairs. Are you giving accurate estimates on delivery times and not disappointing customers? Can you offer a “rush” fee? Are you taking digital photos during intake so clients can’t claim that you damaged them?

Advertisement

Dec. 22-28

MANAGEMENT Before you close Christmas Eve thank every team member personally for their effort.

Dec. 29-Jan. 4

MANAGEMENT Need a big goal for 2020? Try reducing the number of insurance plans you accept. Then staff can focus on understanding the remaining policies and codes.

OPERATIONS The next few months are typically the coldest all year. Have a plan if severe weather interrupts business. Could you, for example, offer a 2 percent discount for every inch of snow that falls if customers brave conditions to come in?

Jan. 5-11

MANAGEMENT Start strategic planning by calculating the dollar value of every customer = average purchase in your business per year x 20 years. It should be a heck of a lot of money. Post it for everyone to see in the back room.

Advertisement

MERCHANDISING What can you promote for Valentine’s Day gifts? Highlight these in email bulletins and catchy displays.

Jan. 12-18

OPERATIONS Investigate outsourcing medical billing. Explanation of benefits, actual billing and follow-up is often time consuming and takes time away from providing patient care.

Jan. 19-25

CUSTOMER SERVICE Use your EHR to find patients who have not responded to recall notices and are overdue. Call and ask how they are doing.

Continue Reading

Calendar

Coming Up with Your 2020 Resolution and More New Year Events

And we’re calling for a return of National Opticians Day, who’s with us?

mm

Published

on

DECEMBER

2 CIDER MONDAY! We like this date: It’s an invitation for shoppers to visit a real store and touch real products and be greeted with a warm cup of cider. First observed by Toadstool Bookshop in New Hampshire, it offers a delightful twist on Cyber Monday, which kicks off the online shopping season today … got a special on your website? You should.

31 2020 implies vision and clarity. It demands something bolder than usual when it comes to New Year hopes, dreams and resolutions. Our suggestion? A pledge to work on your ‘Leadership’ (strategic) skills not just your management (operational) skills. Build yourself a business, not a job.

JANUARY

1 20 years ago, January 1999 was celebrated in the U.S. as National Opticians Month. Sadly, it was a one-off but the struggle goes on. Amid a lack of official recognition, make sure the pivotal role your opticians play is explained on your site and practice materials. Many still need help seeing their value.

16 National Nothing Day was started 45 years ago to provide Americans with one day they didn’t have to celebrate anything. A better use for you: how can you leverage more “nothing days” to drive traffic and smooth out revenue between the big retail seasons.

Continue Reading

Calendar

Come Up With 20 (New) Questions and More November Events

And we’ve got an idea for a social media post any independent ECP can do.

mm

Published

on

28 Two hundred and thirty years ago, President George Washington created the first holiday by presidential declaration, ordering America to take a day off to give thanks for its many blessings. To get in the spirit of Thanksgiving and gratitude, send a goodie bag of lens cleaner, lens wipes, and a mini bottle of wine (Seeing Red!) or whatever you can imaginatively come up with, to your best 50 customers. It’s likely they provide an outsize contribution to your success.

19 Peter Drucker was born this day 110 years ago. Among his many contributions to the management field, perhaps his most important was his maxim that if you’re a manager, staying aware of what genuinely deserves your attention is the most crucial thing you can do. Mark his birthday by saying no to something that you feel is vaguely important, but if you’re being brutally honest, you don’t have time for.

24 The quiz show Twenty Questions made its debut on national TV on this day 70 years ago. Mark the occasion with a brainstorming session to come up with 20 surefire questions to get your customers talking, other than “Can I help you?”

30 Small Business Saturday … Print up a T-shirt emblazoned with the Small Business Saturday logo. Take a picture of yourself wearing it. Post on social media.

Continue Reading

Advertisement

Advertisement

Advertisement

Subscribe


BULLETINS

Get the most important news and business ideas for eyecare professionals every weekday from INVISION.

Facebook

Most Popular