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Framing Success: The Ultimate Guide to Optometry Marketing

by Daniel C. Palmer

5 Perscriptions to Get a
Grip on Your Optometry Marketing

Most eye doctors I’ve met have little desire or time to deal with marketing their practice. They understand the value, but getting it done well is like waking up a 15-year-old on a Saturday–it’s not easy.

While the tactics for optometry marketing vary widely, there are five ways to ensure those tactics get done:

  1. Your Staff: Assign someone on your team to organize and execute your marketing. This person is usually an admin, office manager, or a combination of the leadership team. 
  2. Multiple Specialized Vendors: Source and hire freelancers or companies that handle specific tactics, such as social media, your website, ad campaigns, and more. 
  3. A Full-scale Agency: Outsource all your marketing strategy and labor to an agency, often specializing in optometry or medical marketing.
  4. In-House Marketing Professional: Hire an in-house marketing employee to handle the coordination and execution of your marketing.  
  5. Fractional CMO: Retain a marketing leader who plans strategy, coordinates with vendors and staff, and measures outcomes.
The Ultimate Guide to Optometry Marketing PDF Thumbnail.

Download the PDF Ebook 

1. Handling Marketing Internally with Staff

Most optometrists launch their marketing using their internal team, where everyone wears multiple hats, especially in start-ups.

It goes like this: “Hey, Crystal is pretty active on social media and has an eye for good photography. Let’s ask her to run our social media.”

Or, “I got a coupon from our competitor last week. Let’s contact our print shop and run a direct mail promotion.”

Because new practices often thrive on referrals for the first few years, mixed with a shotgun approach to marketing, this can be effective for a season–especially if someone on your team has marketing experience.

Here are some tactics an internal team can apply:

  1. Social Media – reels, photography, events
  2. Asking for reviews to boost authority and local SEO
  3. Local sponsorships for better visibility
  4. Store signage and promotions
  5. Billboards
  6. Sending promotional emails and texts to patients via medical-specific platforms, like Weave
  7. Trunk shows to boost optical sales
  • Full Control: You have complete control over marketing efforts and budgets. You’re not surprised by a special you didn’t authorize or a credit card charge for ad spend. 
  • Practice Knowledge: You have intimate knowledge of the practice and its unique selling points. You know what your patients love about your practice, and you can promote it on social media or direct mail. 
  • Cost Savings: Early on, you’ll see significant cost savings by not spending money on specialists and professional marketers. 
  • Staff Engagement: Your team may enjoy the work. If you have a photographer or videographer who moonlights, this could be an excellent opportunity to deepen their skillset as long as it doesn’t interfere with their primary duties.
  • Lack of Expertise: Most of the time, your staff lacks the expertise to handle marketing tactics successfully.
  • Lack of Analytics: Without a marketing pro to analyze results, your tactics may prove ineffective without knowing it. You could waste time and money before you know how or what to change.
  • Time-Consuming: Marketing is time-consuming and can deter your staff from performing their work. As your practice grows out of the “start-up” phase, this will become more of an issue–marketing projects will start and fall to the wayside as the practice's demands encroach.
  • Limited Perspective: Your team will have an “inside the pill bottle” perspective, limiting their perspective and ideas. Unless they have multi-practice experience, they will approach marketing based on what they know and have tested.

Budget Consideration:

Your budget will vary depending on how many hours your employees spend on marketing. A good approach is to have your employees block out time for marketing tasks. You can track labor expenses and ensure the tasks are completed.

2. Hiring Multiple Specialized Vendors

Hiring specialized vendors is a natural next step in handling your marketing as your practice grows. This process often starts with finding a website vendor to build and maintain your site, an ad company to run campaigns or an outsourced social media creator. 

These vendors are often freelancers (found on sites like Upwork or Fivver) or niche agencies who work specifically with optometrists or medical practices (like Eularity or Avalient).

Here are some tactics an internal team can apply:

  1. Graphic design 
  2. Copywriting
  3. Videography and photography 
  4. Digital Ad management, like Facebook and Google Ads
  5. Website design and development
  • Specialized Expertise: You will have access to experts to fill the gaps your team can’t handle.
  • Flexible Service Selection: Depending on your budget, you can shop for best-in-class providers for each service. 
  • Task-Based Hiring: You can hire vendors to perform a specific task or fix a problem without paying monthly for their services. 
  • Better Results for Technical Tasks: You will get better results for complex, technical tasks, like Google Ads, compared to handling them internally. 
  • DIY Options Available: Many vendors offer simplified DIY options for ads and social media. For example, some companies provide simple ways to run Facebook and Google ads using pre-built graphics, text, and platforms. You set a budget, connect to your Facebook page, and push start. 
  • Strategic Responsibility: You are responsible for your marketing strategy. You’ll have multiple opinions with multiple vendors, each advocating that their strategy is the best. You’ll have to be the decision-maker and chief strategist.
  • Communication Challenges: You’ll encounter coordination and communication challenges between multiple vendors. For instance, if your web developer is waiting on a designer for graphics, someone will have to ensure the work is completed and passed to the next phase. 
  • Brand Inconsistencies: You could encounter messaging inconsistencies across channels. Your ad provider may use graphics and words that convey a different message and unique selling point than your website copywriter. Your brand image may suffer if your social media branding doesn’t match your printed material. 
  • High Costs: Specialized freelancers and boutique firms are often expensive. 
  • Unclear Metrics: Niche vendors are affordable and provide DIY solutions.  However, DIY solutions often provide vague, “vanity” metrics, making it difficult to measure the effectiveness of the tactics and their impact on new patient acquisition.

Budget Consideration:

Specialized firms and freelancers are moderately high-priced. Expect to pay 50¢-$1 per word for a professional optometry copywriter. A custom website provided by an experienced development firm will be $8000 or more. 

Niche vendors who provide DIY ad management, template-based websites, or simple SEO services are generally cheaper (less than $1000).

3. Full-Scale Niche Agency

Full-scale niche agencies are a powerful yet expensive way to handle your marketing. 

You will be assigned an account manager or strategist to oversee your projects and report on budgets and outcomes. Most of their creative team operates in-house or is white-labeled (hired as a contractor but working and billed as if they were part of the agency).

Some of the tactics that agencies excel in:

  1. Marketing strategy
  2. Graphic design
  3. Copywriting
  4. Videography and photography 
  5. Comprehensive ad management
  6. Multi-channel campaigns, such as billboards, direct mail, and digital
  7. Website design and development
  • Comprehensive Approach: You’ll get a comprehensive, integrated marketing approach with a strategy, budget, and monitoring of metrics.
  • Specialized Knowledge: A niche agency brings expertise in the optometry industry, understanding what works and what doesn’t.
  • Single Point of Contact: You’ll have a single point of contact for all marketing needs and coordination. 
  • Improved Results: You can expect better, more consistent, and faster results than coordinating multiple vendors.
  • Higher Costs: You’ll spend more money.
  • Less Control: You’ll have less influence over how your marketing is executed, as agencies typically use their internal teams exclusively.
  • Limited Tactics and Personnel: You’ll be limited in tactics and the people who execute the tactics. Agencies often adhere to a fixed approach that may not allow for experimentation. If you’re unsatisfied with their graphic designer’s work, you may be stuck with it.
  • Dependency on a Single Partner: You’ll depend on a single external partner. You're back to square one if the relationship goes sour or they dissolve. Depending on the contract, you may also lose access to the work they’ve accomplished for you, such as your website or ad account.
PRO TIP: Ensure you retain ownership of any assets that a marketing company or freelancer creates for you.
  • Duplicated Content: Like niche vendors, niche agencies often replicate strategies and content across multiple clients. For instance, their writer may write a monthly blog, the social media creator will create ten posts, and the account manager will distribute these assets to all clients. In other words, you could receive the same content as other optometry practices.

Budget Consideration:

Agency retainers and projects are expensive, and niche agencies are even higher. However, hiring a single agency may ultimately cost less than working with multiple vendors, especially when you factor in the time spent coordinating various parties. 

Custom retainer packages typically start at $6000 and may include services such as ad management, website development, social media, blog creation, and ad spend. 

Niche agencies that produce and distribute the same content to every client start at $2000.

4. In-House Marketing Professional

As your practice grows, it will make sense to hire someone internally. Marketing tactics that require personalized attention, such as organic social media, are nearly impossible to perform well with an outside vendor or agency, particularly if you have multiple locations. 

Depending on experience, a marketing professional can provide strategy and some execution. However, few marketing professionals can sufficiently execute all marketing tactics without help from a vendor, freelancer, or agency.

Expecting one marketing employee to excel in strategy, copywriting, video production, graphic design, and coordination is unrealistic and unfair. You wouldn’t hold your practice employees to such a standard; the same consideration applies here.

Here are some of the tactics that an internal employee can handle (each of these is subject to the marketer's gifts and experience):

  1. Marketing strategy and metrics tracking
  2. Graphic design
  3. Copywriting
  4. Videography and photography 
  5. Basic ad management
  6. Vendor coordination
  • Dedicated Strategy Development: You’ll get a dedicated person to develop a robust strategy for execution and coordination with external vendors.
  • In-Depth Practice Knowledge: You’ll have someone with a deeper understanding of the practice, including unique selling points, culture, and the community. 
  • Quick Adaptability: A dedicated marketer can quickly adapt to changes if they are in the office daily. 
  • Brand Consistency: You’ll have more consistency in your marketing and a cohesive message and brand image. 
  • Content Creation: You’ll have someone in-house to capture office moments, culture, and testimonials for social media.
PRO TIP: Ensure you retain ownership of any assets that a marketing copay or freelancer creates for you.
  • Less Communication Issues: Communication friction will be reduced significantly.
  • Higher Costs: Depending on experience, this option is one of the most expensive (salary, benefits). 
  • Limited Skill Set: Your internal marketing execution will be limited by one person's skills and experience.
  • Risk of Burnout: Marketing is hard work, especially for a large, multi-office practice. Burnout or creative stagnation are always threats.

Budget Consideration:

With a full-time employee, you’ll have a high fixed cost, especially on the front end during the learning phase. A starting salary for a new marketing technician is $48K or $25/hour + benefits. An advanced marketing strategist is $60-$90K depending on experience. A marketing leader or CMO is well over $100K.

5. Fractional CMO

Fractional leadership is a new, evolving concept in the business world. Fractional work includes fractional bookkeeping, marketing, operations, sales, and beyond. These contractors operate as internal team members but are available and compensated “fractionally.”

Fractional marketing professionals are perfect for optometry practices that need advanced leadership guidance for a "fraction" of the time.

Some of the skills that an experienced fractional CMO provides:

  1. Marketing strategy
  2. Metrics analysis
  3. Industry knowledge
  4. Vendor coordination 
  5. Budget management
  • High-Level Strategy Development: You’ll get access to high-level expertise in marketing and your industry.
  • Customizable Needs: You’ll often be able to customize your needs, making your retainer flexible and scalable.
  • Fresh perspective: You’ll gain fresh perspective, new ideas, and diverse experience from someone who is on your team.
  • Vendor Network Access: You’ll have access to their vendor network, often with lower rates and faster delivery systems established.
  • Training and Leadership: With a professional to guide and train new marketing employees on systems and processes, new hires will learn their roles and responsibilities faster. 
  • Project Management Support: With some fractional offers, you’ll get a professional project manager to run marketing operations and ensure the strategy makes it out of the C-Suite.
  • Virtual Presence: Fractional Marketing Professionals work virtually and are not physically present at the office.
  • Time Split: You’ll compete with the time they spend working with multiple clients, though most fractional marketers are excellent at time management and seamlessly switch between client needs.
  • Cultural Fit: A fractional professional may not fit your culture. Although they are not a paid employee, the engagement is designed to feel that way, which could introduce a misalignment or lousy fit.

Budget Consideration:

Often, a practice will hire a fractional professional to save money. That’s a mistake. Though a fractional CMO will be significantly less costly than a full-time Chief Marketing Officer, their success depends on a resourced but appropriate budget (ideally 3-6% of total revenue, which includes the fractional CMO retainer). Retainers for fractional professionals vary – Most fractional CMO retainers start at $3000 per month, depending on practice size and goals and the desired speed to reach them.

Expect to pay about 2% of your revenue for their monthly retainer, with a max monthly retainer of $6,000.

What Should I Do?

Now you face the difficult decision: What’s the best marketing approach for my practice?

Beyond what I’ve laid out, here are a few questions that will help:

  • What am I trying to accomplish in the next 2-3 years? Where are we going as a practice? 
  • Do I see value in marketing to help me reach those goals?
  • Are my internal operations functioning well (marketing will amplify poor operational performance)? 
  • What is my marketing budget? Have I established a budget? 
  • Who on my team has marketing skills? Do I have someone with the time and capabilities to coordinate with vendors? 
  • Is maintaining my practice’s culture essential to our success? 
  • What are my most significant pain points when it comes to marketing?

Answering these questions will give clues as to which marketing option is suitable for your practice.

The Ultimate Guide to Optometry Marketing PDF Thumbnail.

Download the PDF Ebook 

Help, I’m Stuck.

If deciding the best way to approach your marketing execution is overwhelming, we can help. We call that marketing myopia–trying to get the big picture for your marketing while fighting nearsightedness.

I offer optometrists willing to give their marketing the effort it deserves a complimentary 60-minute “Fix My Marketing” session.

Help Me Decide on My Marketing Direction.
Daniel Palmer

Fractional CMO

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