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To Succeed in Eyecare, Get Out and Meet Your Neighbors




[Editor’s note: This is one of three honorable mention winners in INVISION’s essay contest. Eyecare professionals submitted essays in response to the prompt, “If you could order all eyecare pros to do one specific thing, and they had to listen to you, what would it be? And why would you ask them to do it?”]

I order you to meet your neighbors and become the eyecare professional they will rely on.

I love being an optician. I just love it. I live it. I breathe it. And not just from 9-5. I live and breathe it eight days a week.

I can’t order any of my peers to love their profession as much as I do. I mean, you either love it or you don’t. I can only imagine for those who don’t love what they do, it’s just a job. That’s very sad to me.

But for those of you who do love this as much as I do, I would order you to shout it from the rooftops. Tell everyone in the community what you do and why you do it. Create what I call your Eyedentity!


I’ve been an optician for over 30 years, but a few months back, I started a new job with an established optometric practice. The doctor is one of the nicest people I’ve ever met and he has a pretty steady practice. I had asked him if he would mind if I drum up some new patients for him. He said he’d love it as long as he didn’t have to spend a lot of money.

I asked him (OK, I demanded!) that he allow me to redesign his business cards and make some for me and the other optician. He agreed.

Once I got my cards, I was on my way. During my lunch breaks, and sometimes after work, I’ll walk around the business neighborhood and go into the mom-and-pop stores and even the big chain stores (like CVS or Sprouts) and engage in conversation with as many employees as I can.

“I can’t order any of my peers to love their profession as much as I do. I mean, you either love it or you don’t. I can only imagine for those who don’t love what they do, it’s just a job. That’s very sad to me.”

My “script” varies depending on who I meet, but it’s generally saying I got a new job down the street and I just wanted to check out your store. Inevitably, I am asked, “Oh, where do you work?” and I’m off to the races.

“I’m the lead optician at Dr. Alan Clark’s office. Y’know, the eye doctor down the street? You should come in and see us. Seriously, we have some great eyewear and really cool sunglasses. Here (and I give them my business card and write 20 percent off on the back), my name is Lisa. I can give 20 percent off to people who work in the neighborhood. Come in and we’ll take very good care of you. It’ll be so much fun picking out your next pair of glasses. It’ll be just as exciting for me as it will for you.”


Would you like to know if this works? Within three weeks the doctor told me we’ve been having record days by far and consistently. Not bad considering he’s been in practice for 25 years.

Why do I do this? For several reasons.

  1. Because it just makes sense to meet your neighbors. It’s neighborly.
  2. It has an incredible effect on the practice.
  3. I truly believe we have the best doctor and opticians in town. It wouldn’t feel right to me if people went somewhere else for inferior service.
  4. Did I mention that I love this?

Lisa Trippi, ABOC, works for Dr. Alan Clark in Mountain View, CA, and has been a “go to” optician for 30 years in the San Francisco Bay Area. She has successfully overseen the optical side of optometric practices as an office manager, frame buyer, lead optician and mentor. She values her relationships with patients, co-workers and industry representatives alike. In her free time, she enjoys time with her grandchildren and taking scenic drives.




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The Best Call to Actions to Convert Visitors to Patients

CTAs are probably the most important part of your marketing or campaign strategy.




HERE’S A RIDDLE for you … what can be as simple as two words but is the key to bringing new patients in your door? The answer is: a CTA or call to action.

A good CTA will keep your phone ringing, fill up your appointment calendar and turn your website visitors into new patients. So, what exactly is this magic little phrase and what makes a good one?

What is a CTA?

A CTA is phrase that instructs or encourages a user to take a specific action, such as booking an appointment, signing up to a mailing list, calling the office, or getting more information about a promotion. It can (and should) be used in basically any form of marketing from your website, to a landing page, to a Facebook promotion, email or even a radio ad.

Each element of your marketing is designed for one ultimate purpose — to bring in appointments and optical sales — and if you fail to include a CTA, you risk losing potential patients who may delay or not otherwise take the next step toward that goal.

Making the call to your office or action easy and quick reduces lag time and drop off rates.

So, what makes a good CTA? A good call to action makes it very clear what action you want visitors to take and gives them the tools they need to do so. The best CTAs address the what, when and why of taking the next step and usually have the following traits:

WHAT: They use action verbs to direct conversion such as: “Call our office, Fill-out an appointment form, Book an appointment, Contact us, Visit our office etc.” The best CTAs are those that include the words that would follow the phrase, “I would like to…”

WHEN: They use time-sensitive wording such as, “Today, Now, Don’t Delay etc.”

WHY: They are often benefits-oriented, answering the question of why one should take the action: “Take care of your precious eyesight, Save time and money, etc.”

They stand out using bright colors and bold text. They are clear and easy to spot, and they are most effective when placed in the header and/or at least above the fold. They should also show up prominently on both desktop and mobile devices. And in case you’re wondering, circle buttons stand out more and work better than rectangles.

They are easy to use. Nowadays, clickable buttons, especially on mobile friendly sites, are the way to go. If your visitor can click a CTA button on your site and schedule an appointment or call your office directly, you’ve eliminated almost every obstacle. What could be easier? We recommend a CTA attached to an embedded online scheduler when possible that allows patients to instantly see your availability and book an appointment.

Now there’s one catch… there is such a thing as too many CTAs on a page. You don’t want to overdo it. Think top, bottom, and once in the middle is ‘enough’, they’re easily accessible and they get the job done.
The next time you’re working on your website or scheduling a promotion, stop and think about your CTAs. They are probably the most important part of your marketing or campaign strategy.

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Danielle Richardson

Feel Like Your Wellness Routine Could Be Missing Something? It’s Probably Sleep

We spend nearly a third of our life sleeping which makes getting quality sleep as essential as a healthy diet and regular exercise.




WHEN YOU THINK OF your health and wellness, how often do you think of sleep? Chances are not often — but you should. Sleep is the newest frontier in wellness as public health consciousness continues to increase and we move to a more holistic idea of health. We spend nearly 1/3 of our life sleeping which makes getting quality sleep as essential as a healthy diet and regular exercise.

The National Sleep Foundation defines quality sleep as occurring when you’re asleep within 30 minutes of laying down, wake no more than once, and sleep for at least 85 percent of the night. Unfortunately, quality sleep is an uncommon occurrence as the CDC reports a third of American adults experience poor or inadequate sleep on a regular basis. An estimated 50 to 70 million Americans suffer from sleep-related problems or disorders, such as sleep apnea, insomnia, narcolepsy, or restless leg syndrome. As a country, we need to get some rest!

Sleep deprivation increases the risk for high blood pressure, heart disease, and triples the risk for type 2 diabetes according to Johns Hopkins sleep researcher Patrick Finan, PhD. Those not getting adequate sleep suffer from a weakened immune system, irregular metabolism, and obesity secondary to increased levels of the hunger hormone ghrelin. Not limited to just the physical body, sleep deprivation can also manifest as cognitive impairment and/or mental health changes including depression, irritability, anxiety, forgetfulness, and brain fog. Poor quality sleep is far less recuperative, which causes us to not feel rested when do we wake up.

Sleep depends on a number of factors, our body’s internal regulating system is chief among them. Our Circadian Rhythm functions as the body’s biological clock and regulates the experience of alertness vs. sleepiness. This rhythm is sensitive to fluctuations in hormone levels, particularly cortisol and melatonin. Cortisol peaks in the morning allowing us to be alert and focused throughout the day. The secretion of melatonin — which helps us sleep — is highest at night.

These days, our minds are moving a mile a minute and we’re constantly on light-producing digital devices even though increased high-energy blue light exposure from devices decreases melatonin production and causes insomnia or sleeplessness. The disrupting culprits aren’t limited to devices though; increased stress, irregular work schedules, frequent jet lag, and sleep disorders can also disrupt our cycles.

The CDC recommends 7-9 hours of quality sleep for adults and more for teens and children. Here are some easy ways you can get better sleep tonight:

Build Consistency. It’s important to wake and head to bed around the same time each day — even on the weekends.

Use Sleep Monitoring Technology. Smartphones and wearable tech devices can help monitor the duration and quality of your sleep through downloadable applications and Bluetooth technology.

Sleep Habits. Limit screen time and diminish light sources in the bedroom. Additionally, use the automatic setting on your phone to warm the screen at night.

Bonus — Zen Out! Use essential oils or pillow sprays in scents like lavender as aromatherapy to help you sleep. Also consider meditation, light music, or other soothing sounds as a relaxing way to send yourself to bed.

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John Marvin

Begin Your Business with the End in Mind

Few doctors understand that the day you open is the day you start planning to sell.




THERE IS AN OFT quoted question from Alice in Lewis Carroll’s classic, Alice’s Adventures In Wonderland. She asks the Cheshire Cat, “Would you tell me, please, which way I ought to go from here?” “That depends a good deal on where you want to get to,” says the Cat. “I don’t much care where,” responds Alice. The cat replies, “Then it doesn’t matter which way you go.” Far too many optometrists and optical owners seem to subscribe to this approach to their careers.

I have known many optometrists who spend 40 years owning a private practice who wish to sell and retire. However, they are often faced with the sad reality that they have followed Alice’s approach. Whether it be a vacation, a wedding, or a career, planning is critical to getting where you want to go.

Last month’s issue was about beginnings — starting a new business — something I’m familiar with having helped almost 70 young optometrists build a new practice. Everyone knows you don’t successfully open a new practice without the proper planning … but few doctors understand that the day you open is the day you start planning to sell. A successful ending requires just as much planning as a successful beginning.

Stephen Covey famously said in his book, The 7 Habits Of Highly Effective People, “…begin with the end in mind.” Start with a clear understanding of your destination. If you have not clearly defined what you want to achieve at the end of your career, then likely you won’t like how it ends. To start, ask yourself: “If I were a young optometrist, what kind of practice would I be excited to own?”

Having worked with hundreds of young, entrepreneurial optometrists, I can suggest the following:

A Great Location

It’s likely that over the forty years you own your practice, your neighborhood and community will change. It’s possible it will improve, but more likely it will change for the worse. Our society is in constant motion, new developments are built and people move. Evaluating whether you should relocate is of utmost importance. A prospective buyer will want growth potential.

An Updated Space

If you’ve been in practice for over 25 years and have not remodeled your office, it will be very hard to appeal to a young optometrist. Retail and clinical space design has changed significantly in the past decade. Visit best in class retail businesses to see how they are designed; note how they merchandise their products and approach customer service. Keep your practice competitive with others that appeal to customers. What do customers and patients experience when in your business?

Modern Equipment

Today’s refractive and diagnostic equipment is light years from what was purchased ten or twenty years ago. Today’s digital phoroptor and digital preliminary testing equipment enables doctors to provide a higher quality of care that patients have come to expect. Advances in digital imaging allow doctors to identify and manage pathology which previously had gone unnoticed. This is what will be expected by anyone interested in buying your practice.

Well Merchandised Inventory

One of the most overlooked aspects of a 35 or 40-year-old practice is its inventory. It’s a part of the business many doctors ignore and delegate it to someone on staff. The result is an optical that is overstocked and out of date with only about twenty percent of the frames actually selling over and over. The rest just sit and attract dust. When the practice is sold, the thousands of dollars tied up in old inventory drags down the value of the practice.

Put yourself in the shoes of a young optometrist and think of the kind of practice they would want to own. Write down the qualities of this practice, this is the end that you have in mind. Once you know where you are going, it will be much easier to end up where you’ve planned.

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