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2017

End-of-Year Checklist

Your guide to the Vision Source® resources designed to help you finish the year strong. ©Vision Source® 2017. All Rights Reserved. Vision Source® is a registered trademark of Vision Source® L.P.

INTRODUCTION Winter comes with both challenges and opportunities for the independent optometrist. Ensure your entire practice is prepared to make the most out of the end of the year and build momentum for a strong start to 2018. As a Vision Source® member, you have access to several resources designed to help you successfully close out the year. This checklist will help you stay on track and easily access all of the tools available to you.

2017 CHECKLIST

Note: Links to new resources will be added throughout this 11-week series. Check back for updates.

WEEK

FOCUS

ACTION ITEMS

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WEEK 1: Oct. 8 – Oct. 14

3 Steps to Start Planning for FSA Season

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WEEK 2: Oct. 15 – Oct. 21

Everyone in the Practice Plays a Part

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WEEK 3: Oct. 22 – Oct. 28

How to Use Your FSA Dollars

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Ask every patient about their FSA plan. Use point-of-sale items from the Q4 Featured Campaign in the Marketing Toolkit to remind patients how FSA dollars can be spent, including a free downloadable poster.

WEEK 4: Oct. 29 – Nov. 4

Black Friday

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Use the Trunk Show Planning Guide to prepare for an end-of-the-year promotion, such as Black Friday. Advertise your event with social media graphics and flyers.

WEEK 5: Nov. 5 – Nov. 11

FSA for Second Pairs

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Complete the FSA Education training. Use the End-of-Year Marketing Guide to start building your marketing plan. Prepare your recall strategy with these best practices. Encourage every staff member to ask every patient about their FSA plan. Print out this break room flyer and use it in your office as a reminder to staff.

Ask every patient about their FSA plan. Print out multiple-pair posters to encourage patients to spend their FSA dollars on a second pair of eyewear. Take or retake the 2017 training in The Optical Dream.

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Ask every patient about their FSA plan. Use social media posts to encourage patients to spend their FSA dollars on a blue light blocking lens, such as Transitions.

FSA Success Stories

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Look for articles on Insight from doctors and staff for tips, trainings, and best practices for the end of the year.

WEEK 8: Nov. 26 – Dec. 2

Managing the Holiday Rush

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Make a plan for December staffing. Watch for tips on how to manage the December holiday rush.

WEEK 9: Dec. 3 – Dec. 9

Drain the Frames

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Ask every patient about their FSA plan. Look for tips and trainings on how to drain your inventory before the end of the year.

WEEK 10: Dec. 10 – Dec. 16

Gift Certificates

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Download and print editable gift certificates and counter cards to let patients know you offer gift certificates.

WEEK 11: Dec. 17 – Dec. 23

Last Chance!

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Print a last-chance point-of-sale poster to remind patients to use up their FSA dollars.

WEEK 6: Nov. 12 – Nov. 19

FSA for Blue Light

WEEK 7: Nov. 19 – Nov. 25

2017 CHECKLIST WEEK WEEK 1: Oct. 8 – Oct. 14

WEEK 2: Oct. 15 – Oct. 21

WEEK 3: Oct. 22 – Oct. 28

WEEK 4: Oct. 29 – Nov. 4

WEEK 5: Nov. 5 – Nov. 11

WEEK 6: Nov. 12 – Nov. 19

WEEK 7: Nov. 19 – Nov. 25

WEEK 8: Nov. 26 – Dec. 2

WEEK 9: Dec. 3 – Dec. 9

WEEK 10: Dec. 10 – Dec. 16

WEEK 11: Dec. 17 – Dec. 23

Note: Use this page to take notes, set weekly goals, or track results.

NOTES