LuxeVista™ADVISORY GROUP

CASE STUDIES

Five practices. Five turnarounds.

These are practices I worked beside during my years supporting independent optometrists at LensCrafters and Pearle Vision. Each one started with a number the owner did not like. None of them needed new patients. Results are drawn from my own records and are stated as I recorded them at the time; practice names are withheld.

Chicago, Illinois · 2010

Capture rate 40% → 75%

The situation
A practice with a 40% capture rate and lower sales than the practices around it.
What we did
Time on site. Retrained the manager and the optometrist, set action plans with the decision makers, and reviewed the numbers with the team every week.
The result
Revenue up about $40,000 a month after 120 days, with the same traffic and no added optometrist coverage. Within 180 days the practice held a 75% capture rate and ranked in the top three of 25 practices in its area.

Same patients. Same traffic. The practice changed how it worked.

Houston, Texas

Exams +30% · Revenue +8% · AUR +$18

The situation
An optometrist-owned Pearle Vision practice with a seasoned staff. Exams, revenue and average sale were all down, with the same doctor coverage.
What we did
It was not the doctor. A capable team had stopped holding itself accountable, and the best people were scheduled in the slowest hours. The owner and I built a plan: results visible to the team every week, best people on at peak.
The result
All three numbers recovered within 60 days of the visit: exams up 30%, revenue up 8%, average sale up $18. The owner told me he would have asked sooner had he known.

Let the team know you are watching the results, and schedule your best people when patients are in the building.

Philadelphia, Pennsylvania · 2011

AUR +$19 at every location in 45 days

The situation
A three-location Pearle Vision franchise with average eyewear sale declining across all three.
What we did
I listened to the owner first. Then I showed the team every unit they had sold, valued at the franchise average sale. Same units, different result. The gap was in how products were offered, not in who walked in.
The result
Average sale up $19 at all three locations within 45 days, from recommending products based on the patient’s needs. Revenue was rising within 30 days.

You do not need more patients to sell more. You need the conversation to match the prescription.

Dallas, Texas · 2016

Exams +30% in 60 days

The situation
Exams declining year to date with the same doctor. Staff turnover had left patients unwelcomed, insurance questions unanswered and phones poorly handled.
What we did
Full retraining with some new hires, a top-ten accepted-insurances list at the front desk, and a staff scorecard reviewed weekly.
The result
Exams even with prior year within the first month, then 30% above the prior month within 60 days.

The exam count is a front-desk number before it is a doctor number.

Miami, Florida · 2015

From below standard to exceeding it in 90 days

The situation
A practice whose KPIs ran below average. From my office it looked like an absentee owner.
What we did
I flew in. The optometrist-owner was present every day, and needed support and training, not pressure. We built the plan together and worked it in the practice.
The result
Ninety days later the practice was beginning to exceed standards. The owner never made the call for help; the changes were worth thousands of dollars a month.

The owner who needs help most is often the one who has not asked. Make the call.

LuxeVista Advisory Group provides business advisory services only. Results above were achieved in an operating role and depend on each practice’s execution; they are not a guarantee of future results. Client results from LuxeVista Advisory Group engagements will be added here as engagements close and clients approve.

Patrick has a strong record of results and building high performance teams. I would characterize Patrick’s leadership mentality with the mantra, “If better is possible, good is not enough.”

Endorsements of my work as an operator and leader, quoted from public LinkedIn recommendations. Read more on the home page.