LuxeVista™ADVISORY GROUP

HOW ENGAGEMENTS WORK

Clear scope. Fixed fee.
You work with me.

Every engagement starts with a free 30-minute call and a written proposal within 48 hours. You know the scope, the timing and the fee before you decide.

THE FIRST STEP

The Performance Diagnostic

A fixed-fee, 30-day engagement. You know the price, the scope and the deliverable before you start.

When it fits

Capture rate, profit or turnover is not where you want it. Locations perform unevenly. Growth is straining the team. Or you are preparing a practice for sale and need consistent results that do not depend on you.

What happens in 30 days

  1. Week 1: Leadership interview and review of your sales, staffing and operating reports.
  2. Weeks 2–3: Analysis of your numbers and video working sessions with you and your managers.
  3. Week 4: Written findings, a prioritized 90-day action plan and a working session with your leaders.

Two ways to run it

Remote DiagnosticDelivered by video, from your reports and KPIs. No travel.
On-Site DiagnosticAdds time in your practice: observation of the patient journey, team and manager conversations, a mystery shop and a local competitor review. Travel is quoted as one flat fee.

Measures I review

  • Capture rate
  • Average eyewear sale
  • Labor productivity
  • Controllable expenses
  • Location profitability
  • Staff turnover
  • Patient retention

SAMPLE OUTPUT · FICTIONAL EXAMPLE

From observation to action

Observation
On the busiest clinic days, patients leave the exam room with a prescription and no one walks them to the optical.
Business implication
Capture rate drops on the days with the most exams.
Recommended action
Name one optician per shift to meet each patient at the handoff; the manager reviews capture rate by day.
Measure to review
Capture rate by day of week, reviewed weekly for 90 days.

This shows the format of a recommendation. It is not a client finding or a forecast.

ENGAGEMENTS

Clear scope.
Fixed fee.

Three defined engagements. Each has a stated problem, method, timeline, deliverable and measure. Start with a Diagnostic and continue only if the results justify it. Fees are scoped to the size and complexity of your business and confirmed in a written proposal within 48 hours of the discovery call.

02 / CONTINUE

Ongoing Advisory

Keep the 90-day plan moving when daily operations compete for attention.

Monthly retainer quoted in your proposal

Problem
The plan is clear, but day-to-day pressure keeps it from getting done.
Method
Monthly performance review, manager and field-leader coaching, and KPI tracking against the action plan.
Timeline
Month to month. A 6-month commitment saves 10% on the monthly rate.
Deliverable
A monthly review of results against the plan, with agreed next actions.
Measure
The KPIs set in your 90-day action plan.
Discuss this option ↗

03 / LEAD

Fractional Operations Leader

Experienced operations leadership without adding a full-time executive.

Monthly retainer quoted in your proposal

Problem
The practice or group needs VP Operations or COO-level leadership, but not a full-time executive position.
Method
I take ownership of agreed operating priorities and work with your team about 12 hours per week.
Timeline
6-month minimum.
Deliverable
The operating priorities agreed in your proposal, led by me.
Measure
The measures agreed for each priority in your proposal.
Discuss this option ↗

Diagnostic payment plan

Pay 50% at signing and 50% at delivery of findings.

Advisory payment plan

Billed monthly in advance. Commit to 6 months and save 10% on the monthly rate.

Diagnostic credit

Half of your Diagnostic fee is credited toward advisory signed within 30 days of delivery.

On-site travel is quoted as one flat fee in your proposal. Workshops and practice training are available at a day rate. Clinical, legal, tax and franchise-legal matters are outside my scope.

HOW IT WORKS

From first call to a 90-day plan.

Seven steps. You know what happens next at each one. No open-ended commitment.

  1. Discovery call

    A free 30-minute conversation about your practice, the issue you want to fix and whether there is a fit.

  2. Proposal within 48 hours

    A written proposal with scope, deliverables, timing, fee and payment plan.

  3. Agreement and first payment

    You approve the proposal. 50% is invoiced at signing through QuickBooks and can be paid online by card or bank transfer.

  4. Kickoff

    Week 1: a leadership interview, and you share your sales, staffing and operating reports.

  5. Diagnostic work

    Weeks 2–3: analysis of your numbers and video working sessions with you and your managers. On-site adds time in your practice.

  6. Findings and 90-day plan

    Week 4: written findings and a prioritized 90-day action plan, reviewed in a working session with your leaders. The remaining 50% is invoiced at delivery.

  7. Your choice

    Implement on your own, or continue with monthly advisory. Half of your Diagnostic fee is credited toward advisory signed within 30 days.

FREQUENTLY ASKED QUESTIONS

Questions and answers.

How much does an engagement cost?

Diagnostics are fixed fee. Ongoing advisory and fractional operations leadership are billed as a monthly retainer. Fees depend on the number of locations, the scope of work and the time involved, and are confirmed in a written proposal within 48 hours of your discovery call, before any commitment.

Do you work outside eyecare?

Yes. My deepest experience is in optical and franchising. Conversion, average sale, labor, expenses and turnover work the same way wherever revenue is earned in a location.

Do you help with a new location or a new business?

Yes. I have supported new franchise locations through opening. Launch support covers the same areas as the Diagnostic: sales, labor, expenses, training and the customer experience.

Is my practice the right fit?

The strongest fit is an owner or leadership team with a specific question (patients buying elsewhere, staffing, slow claims, shrinking profit, uneven locations or preparing for a sale) and the capacity to act on the findings.

What do you need from me?

Access to your sales, staffing and operating reports and KPIs, and time for video working sessions with you and your managers. I provide the findings and the plan; your team carries it out.

Do you work on-site or over Zoom?

Both. The Remote Diagnostic is delivered by video from your reports and KPIs. The On-Site Diagnostic adds time in your practice and is quoted with one flat travel fee. U.S. and international clients are supported.

Do you offer a payment plan?

Yes. Diagnostics are paid 50% at signing and 50% at delivery. Advisory is billed monthly in advance, with 10% off the monthly rate for a 6-month commitment. Half of your Diagnostic fee is credited toward advisory signed within 30 days. Payments are made to LuxeVista Brands LLC D/B/A LuxeVista Advisory Group. Invoices are sent through QuickBooks and can be paid online by card or bank transfer.

Will I work directly with you?

Yes. I lead and deliver every engagement myself.

How is progress measured?

You and I agree on a starting point and a small set of measures, such as capture rate, average eyewear sale, labor productivity, turnover or location profitability, and review them against the 90-day plan. Results are reviewed in context, not promised in advance.

Do you offer team training?

Yes. The Consultative Selling Program moves a team from transactional to consultative selling, Managed Vision Care Training helps your ODs and opticians keep more managed-care patients in your optical, and the Workplace Conversations and Accountability program is available in English and Spanish. Workshops and practice training are available at a day rate or as part of an advisory engagement.

What is outside your scope?

I advise on the business side of the practice. Clinical care, legal, tax and franchise-legal matters require appropriately qualified professionals.

TALK WITH ME

Tell me what is
wearing you down.

Book a free 30-minute discovery call. If I can help, you will have a written proposal within 48 hours.

Book a Discovery Call ↗

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