The Ultimate

Ophthalmic Marketing

Guide

Peter J Polack MD FACS & Becky Smith

Foreword

From the desk of John Pinto, J. Pinto & Associates:

In my 40 years of ophthalmology management consulting work, I have found that there are three kinds of physicians:

  • Those who experience a career-long struggle, but who never quite master their singular professional domain
  • Those who master ophthalmology, but go no further
  • And those who not only master ophthalmology, but also one or more collateral professional disciplines, such as basic research, information technology or business administration

Dr. Peter Polack, one of ophthalmology’s rare polymaths, falls decidedly into the last category. I’ve known Peter for nearly half of my career, and from my first encounters with him, have seen his interest in marketing grow. This has not only resulted in the text you are about to read, but also in Peter and his colleagues building a flourishing practice in the hyper-competitive Central Florida market. Lots of authors write how-to books; the most effective and practically valuable authors write based not just on theory, but on years of direct personal experience, wins and instructive failures.

If you and your practice staff can successfully apply just a small fraction of what you are about to read, your enterprise will grow at higher than accustomed rates, and better, you will feel a new sense of control over your destiny as a business owner.

One warning: This book is not for those with delicate sensibilities about the interdigitation of business and medicine. Peter minces no words about the contemporary twin obligation to treat your patients with the highest standards of clinical care, while simultaneously treating your practice like the efficient commercial engine it must become to survive in the present environment.


John Pinto, President

J. Pinto & Associates, Inc.

1021 Scott Street Suite 356

San Diego, CA 92016

www.pintoinc.com

[email protected]

619-223-2233


Welcome to The

Ultimate Ophthalmic Marketing Guide   "Blook" Version

"Blook," as in Blog + Book... 

...because this "Blook" is based on on our popular Ultimate Ophthalmic Marketing Guide book, available on Amazon in paperback or Kindle formats, and we now present it in a blog format so we can keep it continually updated on the latest information and technology.


We recommend starting with the Introduction below and then digesting the content in order, but feel free to skip ahead to other sections if you so choose. 


Why We Wrote This Guide (and why it's important than ever)

In our Better Ophthalmic Marketing blog, as well as articles I have written in several publications, an over-arching idea is one of making your practice resilient, to such things as pandemics, recessions (or depressions!), and other disasters which could potentially impact your practice and your livelihood.


In this guide, we cover the 7R Marketing Strategy, a strategy which utilizes a scientific marketing approach to cash-pay, premium-services marketing as a hedge against downward forces on your core insurance-based services such as inflation and cuts in reimbursement (neither of which you have control over).


Introduction

WHAT WE'LL COVER:

  • How Premium Services Marketing Improves Practice Resilience
  • Introduction to the 7R Marketing Strategy
  • Busting the Common Myths of Ophthalmic Practice Marketing

KEY TAKEAWAY:

Leverage Your Time and Marketing Investment by Implementing the 7R Marketing Strategy 

Dunning Kruger curve

Prologue

WHAT WE'LL COVER:

  • Sales vs Marketing
  • Institutional Marketing vs Scientific Marketing
  • Roadmap for Transitioning to Scientific Marketing

KEY TAKEAWAY:

Applying a scientific methodology to your practice marketing that is measurable, repeatable, scalable, and automated will transform it from a necessary expense to a justifiable investment

Chapter 1: Reputation

WHAT WE'LL COVER:

  • Reputation vs Reviews
  • Standardizing Your Digital Footprint
  • Managing vs Marketing Your Reputation

KEY TAKEAWAY:

If you don't purposely build, manage, and market your reputation,  external forces will define it for you

Chapter 2: Review

WHAT WE'LL COVER:

  • The Science Behind "The Ultimate Question"
  • The Perils Of Not Having A Purposeful Review Strategy
  • Automating the Review Capturing Process

KEY TAKEAWAY:

Implement a system to encourage happy patients to post reviews and to ethically address unhappy patients' concerns before they do so

Chapter 3: Retain

WHAT WE'LL COVER:

  • Retention is the New Acquisition
  • Putting Retention on Auto-Pilot
  • Training Your Staff to Follow Up Every Lead

KEY TAKEAWAY:

Maintaining an ongoing relationship with patients is the best way to ensure a successful patient retention strategy

Chapter 4: Resell

WHAT WE'LL COVER:

  • The Importance of Reselling Additional Services to Patients
  • Getting Doctors to Embrace "Chairside" Marketing
  • Showcasing Your Services with a 'Shock-and-Awe' Funnel

KEY TAKEAWAY:

Most practices are leaving a lot of money on the table by not having a resell strategy in place

Chapter 5: Reactivate

WHAT WE'LL COVER:

  • How Inactive Patients Can Be The Lowest-Hanging Fruit
  • Why Reactivation is Easy To Bake Into An Overall Marketing Plan
  •  How to Make Dormant Patients Not Feel Taken For Granted

KEY TAKEAWAY:

Next to Retention, Reactivation is the next most cost-effective strategy  for your practice marketing

Chapter 6: Recruit

WHAT WE'LL COVER:

  • How "Farming" for New Patients Can Make Recruitment Affordable
  • Why a Focus on Targeting is So Important  
  • Hacking Recruitment with Joint Marketing

KEY TAKEAWAY:

While new patient acquisition is important for any specialty that performs surgery, it is also the most expensive, so care should be taken not to overemphasize it at the expense of all other strategies

Chapter 7: Refer

WHAT WE'LL COVER:

  •  Why Referral is the Pinnacle of Marketing
  • Closing the Loop with a Referral Lead Magnet
  • Why Online Reputation and Reviews are Integral to a Successful Referral Program

KEY TAKEAWAY:

When done correctly, referral marketing should be inexpensive and nearly effortless

social media marketing

Chapter 8: Social Media

WHAT WE'LL COVER:

  • The Problem with Clicks and Likes
  • The Hidden Costs of Social Media Marketing
  • How to Make Your Social Media Marketing Accountable

KEY TAKEAWAY:

Your social media marketing needs to adhere to the same scientific marketing principles as the rest of your marketing program

marketing technology

Chapter 9: Marketing Technology

WHAT WE'LL COVER:

  • Why You Should Use Marketing Technology
  • How Not to Overcomplicate or Overspend on Technology
  • Integrating Marketing Technology into Your Funnels

KEY TAKEAWAY:

Marketing technology can leverage your effort and investment but it is important not to get bogged down in the minutiae

legal scales plus 7R

Chapter 10: Physician Marketing -

Legal & Compliance

WHAT WE'LL COVER:

  •  The Importance of Keeping Medical and Marketing Communications Separate
  • Doing What Everyone Else is Doing Can Land You in a Heap of Legal or Regulatory Trouble
  • Besides Legal and Regulatory Rules, There are Also Ethical Issues to Consider

KEY TAKEAWAY:

Check with your legal counsel to ensure your marketing and social media programs are in compliance at both the state and federal levels

7R strategy plan

Chapter 11: Putting It All Together

WHAT WE'LL COVER:

  • The 7 Rules of Dynamic Response Marketing
  • Practical Considerations of the 7R Marketing Strategy
  • Implementation Checklist and Resources

KEY TAKEAWAY:

 As much as possible, all of your marketing efforts should follow the 7R Marketing Strategy, but the most important thing is to take the first step

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