Small practice Target the Affinity Eye Care Group as a high-potential client in the eye care segment with aspirations for scalable practice management and modernization, leveraging their small team size to offer tailored, high-impact solutions.

Tech stack Leverage their tech stack (iCIMS, Azure AD, Microsoft SQL Server, Canva, Figma, Adobe Creative Cloud, monday.com, ChatGPT) to propose integrated solutions that streamline recruitment, patient management, digital marketing, and operations for efficiency gains and data-driven decision making.

Growth potential Position to support growth into additional locations or expanded services by offering scalable EHR/CRM workflows, cloud infrastructure enhancements, and centralized marketing campaigns that align with their current revenue level and target to reach the next revenue tier.

Competitive positioning Benchmark against large optometry chains by offering cost-effective, compliant tech-enabled solutions that boost patient acquisition and retention, telehealth capabilities, and branding consistency across multiple clinics as they scale.

Customer success Propose flexible onboarding and ongoing support packages focused on quick wins in appointment efficiency, patient communication, and data analytics to improve profitability while maintaining a personalized patient experience.