Flow Process
From exam chair to eyewear sale, without the drop-off.
Most opticals don't have a sales problem. They have a handoff problem. We rebuild the patient journey so the prescription written in your chair becomes a purchase in your dispensary, not someone else's.
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Step 01
Walk the patient's path
We audit every touchpoint from check-in to checkout and find exactly where patients (and their prescriptions) leak out of your practice.
- Full patient-journey audit, on site
- Capture-rate baseline and leak map
- Front-desk to dispensary scripting review
Step 02
Engineer the handoff
The doctor's transfer of trust is the single biggest lever in optical sales. We script and train a handoff that presells the eyewear before the patient leaves the lane.
- Doctor-to-optician handoff protocols
- Prescription talk-tracks that presell
- Warm-introduction standards for every patient
Step 03
Measure, coach, repeat
What gets measured gets sold. We install the metrics that matter and a coaching cadence your team will actually keep.
- Capture rate and revenue-per-patient dashboards
- Weekly coaching rhythm for managers
- Accountability without micromanaging
Practices that fix the handoff typically see capture rates climb within the first 90 days.
See what this looks like in your practice.
Free one-hour exploratory consultation, or start with the revenue calculator.