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Resources

The Money’s In The List – Email Marketing Today

Do you know that the ROI for email marketing is 38:1? That means for every $1 you spend on email marketing you can get back up to $38 on average. Let us show you how. […]

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New Year, New Consumer – Marketing4ECPs 20 Minute Webinar

New Year, New Consumer – Marketing4ECPs 20 Minute Webinar It’s 2021 and with a new year comes the opportunity to re-evaluate consumer behaviours and how they are making buying decisions. Learn from our Creative Director Anne-Louise and SEO Expert Brynn Low in this 20-minute informative discussion. […]

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Does Social Media Earn Me New Patients?

Does Social Media Earn Me New Patients? Marketing4ECPs is proud to present our latest webinar entitled, “Does Social Media Earn Me New Patients?”. Hear from marketing experts Jason Wellman, Tyler Kemp, and Khaled Yakub as they break down everything you need to know regarding utilizing social media to bring in new optometry patients into your […]

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Build Your Annual Marketing Plan in Under 60 Minutes

Build Your Annual Marketing Plan in Under 60 Minutes Learn from Marketing4ECPs President & Co-Founder Kevin Wilhelm & Marketing Director Shaila Hirani all about creating an annual marketing strategy & plan as we head into the New Year. […]

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Marketing Your ECommerce Store: Drive Traffic & Sales

Marketing Your ECommerce Store: Drive Traffic & Sales Join Co-Founders Trudi Charest and Kevin Wilhelm along with Marketing Director Jill Nowak as they host a 60-minute informative webinar on how to drive website traffic and sales to your e-commerce optical store. Learn more about the opportunity of an online store, dive into strategy targeting new […]

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Only Look Forward

Webinar: Only Look Forward Watch this informative webinar where Co-Founder Trudi Charest hosts an esteemed panelist of Canadian Optometrists who share their experiences of running their businesses in the new environment. […]

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Never. Look. Back

Never. Look. Back As practices re-open, it’s important to have a relaunch strategy as well as a system to safeguard your business for future crises like COVID. Hear from your peers as we discuss re-opening strategies, human resources, technology and more in this 60 minute webinar. […]

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Become a Local Thought Leader

Become a Local Thought Leader Brands are desperate to stand out, to differentiate themselves amongst their competition. Consumer loyalty has changed and people are researching their buying decisions more than ever before. With the most informed consumer segment the world has ever seen, how can you stand out as an eye care business to become […]

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Branding Beyond Your Logo

Branding Beyond Your Logo Your “brand” is the culmination of every interaction and touchpoint you and your entire office have with your patients and customers on a daily basis. Learn how to ensure your brand is attracting the people you actually WANT. […]

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Create Promotions That Actually Bring People IN to Your Eye Care Business

Create Promotions That Actually Bring People IN to Your Eye Care Business Promotions are supposed to generate NEW business. Learn from Marketing Director, Shaila Hirani, who will walk you through proven methods and strategies to developing promotions that bring new people in. […]

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SEO for Eye Care Practices

SEO for Eye Care Practices Learn tangible tips and tricks on how to increase your website’s ranking. […]

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What Makes a Great Practice Website

What Makes a Great Practice Website Your website is your greatest sales tool for your practice. It can either help elevate sales or detract from them. We will review the do’s and dont’s when it comes to your most important marketing asset. […]

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Build Your YouTube Channel Like a Legend

Build Your YouTube Channel Like a Legend We are incredibly proud to present and introduce our guest speaker for this webinar, Dr. Joseph Allen who has built his personal YouTube channel to over 134,000 subscribers on YouTube. One of his videos has even reached over 800,000 views. […]

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Build a Strong Social Media Presence Post COVID-19

Build a Strong Social Media Presence Post COVID-19 Communicating with patients will be more important than ever before. There are several ways that eye care professionals can effectively communicate with current patients, prospective patients, and the community as a whole, but none are more effective than social media. […]

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SUPPORT DURING COVID-19 FOR OPTICIANS OPTICAL OWNERS

SUPPORT DURING COVID-19 FOR OPTICIANS OPTICAL OWNERS Join some amazing Opticians as they discuss some of the COVID challenges they have been facing and some of their great ideas on how they are adjusting and planning to step away from this crisis stronger. […]

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E-Commerce: Ready, Set, Go!

E-Commerce: Ready, Set, Go! Join 3 amazing Optometrists and Kelly from E-commerce provider Get Sightly to hear all about your e-commerce options during this COVID-19 crisis. […]

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Employment Application

Ensure your interview kicks off on the right foot by utilizing our Employment Application checklist.  Use this resource when interviewing your next hire. […]

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Recruitment Checklist

Hiring the wrong person is always more expensive than hiring no one at all! Secondly, the applicant will also be interviewing you, your staff and your office as well.  Ensure you kick off the recruitment process correctly by using this checklist. This Recruitment Checklist will help you: Develop a proper job description Develop a position specific employment […]

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Interview Guide

Hiring the wrong person can cost your business thousands of dollars and hundreds of hours of frustration. Ensure you are finding the right person by conducting the right interview. Our 15-page comprehensive interview guide will walk you through which questions to ask, how to prepare for their answers, how to properly conduct yourself as the interviewer and […]

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Employment Offer

Use this employment offer to ensure you have everything covered when hiring your next great employee. […]

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Performance Evaluation & Review Form

Use this interactive form to improve how you evaluate your staff at their next performance review. This would take you 10 or more hours to build. This is a must have form. […]

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OD Interview Sample Questions

Knowing which questions to ask in an interview for a new OD can save you time, money and grief by helping you avoid the mis-hire. Download this resource and get all of the questions which will help get you started today. […]

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Application Letter

This letter is designed to explain the recruitment process and can be sent with the application to a potential candidate. […]

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Team Member Orientation – Day 2

Its day two with your new staff. Are you covering and training everything you need to. Download this quick list to make sure that day two is the best day yet. […]

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Team Member Orientation – Day 1

The first day of a new job is exciting, overwhelming and stressful all at the same time. Start your new employee off right by making their first day at your eye care business a great experience. Download this checklist to ensure you cover every aspect of their first day on the job. […]

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Staff Dismissal Checklist

It’s never easy to terminate an employee but something that will occur at some point of your owner experience. Use this checklist to ensure you follow all the recommended steps. […]

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Task List – Reception

Keep your front desk on task with this daily, weekly, and monthly checklist. A great reference and “to do” list for your office. […]

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Enhancing the Consumer Experience

The comprehensive guide for Enhancing the Total Patient Experience is now available! Learn how to create a great consumer experience by evaluating the 6 P’s in a great experience. Are you giving consumers what they want? Learn how to turn a great experience into profit. Its also a great training guide for a staff meeting! […]

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Optical Sales Scripts

Ensure a great customer experience every time by creating a consistent approach to speaking with your customers. This resource will provide the reader with various scripts throughout the sales process in your optical store. […]

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Technology Scripts

Within our Scripts Series, here you will find a comprehensive script resource for your pre-tester to effectively speak to the procedures and technology that will be used throughout the eye examination. […]

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Scripts For Front Desk Employees

Reception is the gateway to the practice. Your front desk team generally makes the first and last impression to your patient or customer. Give them the tools they need to success and create a lasting impression and experience by knowing what to say and when. This resource provides scripts that will navigate through appointment scheduling, […]

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Office Script Manual

Scripts in the office ensure a consistent and positive experience for your patients and customers alike. Your employees will also experience a higher level of productivity as they will understand the direction you want them to take in regards to the conversations they have, day in and day out. This manual provides all the scripts […]

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52 Weeks Of Staff Training

Do you run out of ideas on what to talk about for staff training? Here are 52 topics and ideas, one for each week of the year. […]

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Administrative Task List

Keep your administrative staff organized with the daily, weekly and monthly task list. Created in word format, these task lists are easily editable to add additional responsibilities and duties. […]

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Clinic Task List

Keep your clinical and contact lens staff organized with the daily, weekly and monthly task list. Created in word format, these task lists are easily editable to add additional responsibilities and duties. […]

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Employee Policy Manual (US)

An employee manual is not just an important guidebook for staff it ensures employees know exactly what is expected of them.  When done properly, a well written policy manual will detail everything from employment standards to vacation and sick leave.  Don’t spend valuable time creating one on your own…download our customizable, plug and play template […]

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Frame Buying Guide For Optical

The optical composes up to 50% of most eye care practices business revenue and yet many business owners struggle to understand the key to success in the optical: proper buying and active selling. In this booklet the focus will be on frame buying. The concepts are not new or difficult but they are essential to […]

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Profit & Productivity Guide

Looking for ways to increase both the profit and productivity of your eye care business? Our comprehensive Profit and Productivity Guide gives you the comprehensive tools to analyze and improve both. Change the way you look at your practice and improve your financial business acumen. A great review about eye care finance as well! […]

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The Eye Care Practice Procedure Guide

With over 100 procedures outlined, this guide provides the techniques, processes and scripts necessary for your office to move to a higher operational level. This would take hundreds of hours to build and only 5 seconds to download. This guide can serve as a training guide for new staff and reference guide for existing staff. […]

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Finance Guide For Eye Care

We run a business. Like every business, our longevity depends largely on our ability to do one thing— create a profit. Granted, as eye care physicians we have taken an oath to provide care and protect our patients, but nowhere in the oath does it say that we should not make money doing this. Our […]

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8 Step Optometry Office Design Guide

An award winning optometry practice had a well-trained staff and was offering excellent professional services, yet their bottom line was lagging. Using the principles in this 8 Step Design Guide they were able to increase their gross revenue by 15%!  Download this e-guide to learn and earn more today. Authored by Jack Verdon, AIA at Verdon […]

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Optometry Business Plan Template

Download this Optometry Business plan template that is designed to walk you through creating a working business plan with minimal effort. Creating a business plan for your practice is not only a necessity to obtain financing from the banks for a new purchase or cold start but a crucial document to grow your practice effectively.  […]

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Patient Medication Instruction Template

Ensure patients remember and comply with what medications you prescribing including the instructions on daily dosage by using this handy Patient Medication Instruction Template.  Built in word you can edit, customize and brand to your preferences. […]

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Contact Lens Patient Education Handout

Educating new and existing patients on contact lens compliance and care instructions should happen for each new patient and every time an existing patient pick ups a new supply.   Having a patient education handout ready to use is not only important for the patients eye health but their overall contact lens wearing experience.  Download this customizable document and […]

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The Guide To Building A Medical Practice

Your practice is largely made up of your service business and your retail business.  This guidebook will focus on the medical side of the service industry.   We will focus on how to create the medical side of your service practice with subjects that include getting in the right mindset and all of the elements that you need […]

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Contact Len Practice Enhancement Guide

Your practice is largely made up of your service and retail business. The contact lens business is an overlap between both worlds. The retail side of the contact lens business is driven by your professional service contact lens business. The ability to capitalize on both sides of the contact lens business is completely dependent upon […]

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Medical Model Guide

In this guide we will discuss and layout your strategic plan for achieving success. This will involve a change in philosophy that both provider and staff alike need. We will then cover proper, step-by-step planning. We will discuss how to develop the proper philosophy to implement project-specific changes to your current workflow and enhance your […]

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GST – Our Improvement Path

Setting goals is crucial business strategy in moving your practice forward.  Developing a path that you and your staff can follow to achieve that goal is 1/2 of the success of the goal.  Based on the S.M.A.R.T. goals method S (Specific) M (measureable) A (achievable) R (relevant) T (timeline) to ensure the goal is even […]

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