Year-End Business Building Playbook

Customized marketing strategies and tools to win Q4


The end of the year is quickly approaching and helping your patients take advantage of their benefits before they expire is essential to meeting your quarterly goals. Create a sense of urgency with benefit/FSA expiration and help grow business. Many don’t know that Flexible Spending Account (FSA) funds can be used for eye care, so it’s important to educate your patients to increase awareness. Don’t miss out on implementing these simple, turnkey programs to ensure your practice has a successful end of the year.

Social – We’ve created countdown posts for you to share at 45, 30, 15, and 5 days remaining on benefits, perfect to use on your social media accounts to remind patients to use their benefits.

Webpage – Beginning 11/18, utilize “takeover” messaging on your website banner with benefit expiration/FSA messaging. Download a banner here.

Example copy: The clock is ticking on your benefits/FSA! Don’t miss out on taking advantage of using your benefits/FSA before they expire. Call our practice today before the end of the year!

Email  – Send an email to your patients communicating the importance of annual eye examinations including a benefit expiration reminder and FSA optical awareness. Here are some graphics you can use.

Example copy: [INSERT NAME OF PRACTICE] doctors and staff hope you and your loved ones are doing well. We know how important annual exams are for your and your family’s eye health, so we would love to see you before the end of the year to take advantage of your benefits/FSA before they expire. Please feel free to call, text, or leave a voice message at [INSERT PHONE NUMBER] to schedule your appointment. We look forward to seeing you soon.

In-Practice – Use window signage that calls out benefit expiration. Consider adding benefit/FSA messaging to patient forms on the clipboard or iPad welcome screen. Download 8x10 and 5x7 graphics here.

Capturing Additional Exams. Grow your patient exam count through family member benefit reminders. Do any of your upcoming exam patients have family members that also visit your practice? Let them know when they come in that there is still time for their family members to schedule an exam before the end of the year if they haven't yet.This can help you increase your exam count with minimal cost or effort!

For more tips to help your patients use their benefits, check out the NEW marketing playbook and toolkit, complete with customizable pieces designed to get you the attention you deserve—including annual exam reminders!


Get social.
Download these graphics and use the recommended copy to attract new and returning patients through social media. Better yet, customize the post to fit your practice's brand and specials. Remember to add your practice phone number and city or neighborhood hashtags to patients can find you and schedule their annual eye exam!

Recommended post: Take advantage of your vision benefits and FSA funds before they expire! Call our practice today to schedule your exam before the end of the year. #FSA #VisionBenefits

Check Premier Edge Status