Optometrist Business Plan Examples That Actually Make You Money

August 16, 2025
Topics: Vision
Written by: Keilani

Most Optometrist Business Plans Are… Garbage

Let’s be real:
Most “optometrist business plan examples” you find online are boring, outdated, and about as inspiring as a soggy bowl of cereal. They’re filled with corporate fluff, vague “mission statements,” and projections that feel like they were made with a dartboard.

And here’s the kicker—most of them completely ignore the #1 growth opportunity in optometry: recurring revenue.

If your business plan is all about “getting more patients,” you’re playing checkers while your competitors are playing 4D chess. The smartest optometrists are building predictable, high-margin income using a membership program.


From Struggling to Scaling – Dr. M’s Membership Breakthrough

Meet Dr. Melissa (aka Dr. M). She had a 3-location optometry practice with:

  • Decent patient volume

  • Strong Google reviews

  • Solid team culture

The problem?

  • Insurance dependency was killing her margins

  • Revenue per patient was flat

  • Every month felt like starting from scratch

She stumbled across BoomCloud™ and decided to experiment with adding a membership program to her business plan.

Her “Vision VIP Club” offered:

  • Annual exam + retinal imaging

  • 25% off frames & lenses

  • $20/month fee

  • Priority scheduling


12-Month Results:

  • MRR: $15,000 (Monthly Recurring Revenue)

  • ARR: $180,000 (Annual Recurring Revenue)

  • Membership patients spent 3.5x more than non-members

  • Insurance reliance dropped 50%

Her updated business plan went from “hope and hustle” to systematic, predictable growth.


Your New Optometrist Business Plan Framework

If you want to build a business that prints cash (and frees you from insurance hell), here’s the model:

1. Start with Recurring Revenue

Design a membership program that patients can’t resist. Think Netflix, but for eye care.

2. Build for Lifetime Value, Not Just Visits

Membership patients spend more—sometimes 2x, sometimes 4x—because they’re emotionally invested in your practice.

3. Layer in Strategic Marketing

Market the membership itself, not just exams or frames. It’s your golden ticket.


Why Memberships Work So Well

The lightbulb moment for most ODs comes when they realize:

  • Old Model: New patient → exam → one-time payment → chase next patient.

  • New Model: New patient → membership → recurring payments → higher per-patient spend → long-term loyalty.

This shift turns your practice from a seasonal rollercoaster into a steady cash flow machine.


Optometrist Business Plan Examples You Can Steal

Example #1: The “Clear Vision Club”

  • Fee: $25/month

  • Includes: Exam, discounts, members-only frame selection

  • Target Market: Young families

  • Goal: Add 300 members in Year 1 → $90k ARR + higher eyewear sales

Example #2: The “Executive Eye Plan”

  • Fee: $45/month

  • Includes: Premium exams, blue-light lenses, on-demand tele-optometry

  • Target Market: Professionals with high screen time

  • Goal: Attract 100 members in Year 1 → $54k ARR + upsell to premium lenses

Example #3: The “Seniors Vision Advantage”

  • Fee: $20/month

  • Includes: Extra visits, dry-eye therapy, lens cleaning service

  • Target Market: Retirees

  • Goal: Increase patient retention from 50% to 90% in 12 months


Why Membership Patients Spend More (And Why That Should Be in Your Plan)

BoomCloud™ data shows membership patients spend 2–4x more than non-members. Why?

  • They visit more often

  • They buy more premium products

  • They trust your recommendations


Case Study: Revenue Math That Changes Everything

Let’s do the numbers:

  • Membership Fee: $30/month ($360/year)

  • Non-member ARPP (Average Revenue Per Patient): $350/year

  • Member ARPP: $1,000/year

If you sign up 500 members:

  • Membership revenue alone = $180,000/year

  • Total member revenue (including product sales) = $500,000+/year

And you didn’t have to increase patient volume one bit.


Action Steps for Adding Memberships to Your Plan

  • Identify your core patient segments

  • Build 2–3 tiered membership options

  • Train staff to pitch memberships

  • Create social media ads that sell the experience of being a member

  • Track MRR, ARR, ARPP like a SaaS company


Marketing Tips to Fuel This Model

  • Run Facebook ads offering a free pair of sunglasses with new memberships

  • Use Google Ads targeting “best optometrist in [City]” with VIP language

  • Send an email blast to inactive patients with a “Join & Save” message

  • Promote on Instagram with behind-the-scenes content of your frame selection


FAQs About Building Memberships into Your Optometrist Business Plan

Do I have to ditch insurance to do this?
Nope. You can run memberships alongside insurance—but you’ll love the freedom when you reduce dependency.

What’s the hardest part?
Getting your team to consistently offer the membership. (Pro tip: Give them bonuses per sign-up.)

Will this work in a small market?
Yes—loyalty is often higher in smaller communities.


The Business Plan of the Future

Forget cookie-cutter optometrist business plan examples that ignore recurring revenue.
The future is:

  • Predictable cash flow

  • Higher revenue per patient

  • Stronger loyalty

A membership program is the lever that changes everything—and with BoomCloud™, building and managing it is ridiculously easy.


Next Steps

  • Download the million-dollar membership plan ebookClick Here

  • Take The Six-Figure Patient Membership Plan CourseClick Here

  • Schedule a Demo of BoomCloud™Click Here

  • Create Your BoomCloud™ Account For FREEClick Here

My Top Podcasts

How Smart Practice Owners Attract, Retain & Create Recurring Revenue

Get the book that’s helping over 65,000  practices ditch insurance, boost cash flow, and create financial freedom with a patient membership program.

Membership Plans For Optometrists

vision-membership-plan-ebook Creating a patient membership plan is the smartest strategy to implement in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & increase sales!

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Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business. Here are more dental books to improve your practice

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