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Build a monthly marketing plan, improve website keywords and log contact-lens inventory from box photos with ChatGPT

who Dr. Haley Perry, OD, owner of Elite Eye Care, a Vision Source practice in Arden, North Carolina, writing in Review of Optometric Business

What it does

ChatGPT built her a comprehensive monthly marketing plan broken into emails, social media posts and video scripts, and helped improve the keyword content on the practice website. For inventory, she photographs contact-lens boxes, copies the brand, power and expiration text from the photo (an iPhone feature) into ChatGPT, and gets it back organized as a spreadsheet. She also pastes budget spreadsheets and practice KPIs into it for suggestions, has it pull highlights from long emails and articles, and proofreads with it.

Tool cost

From $0 (checked prices)

Setup

Easy · or we do it from $149/mo

Tools

ChatGPT

The problem

As the owner she handles marketing, reports and inventory on top of seeing patients, with no marketing staff.

What happened

Self-reported, no numbers: she says it has 'made a huge difference' to how easily she and her staff get work done. She's still working on a contact-lens report that cross-checks bills against orders. She also uses it to draft SOAP notes from voice-to-text during exams; we left that out of the steps, because pasting patient conversations into a consumer chatbot raises HIPAA questions (use a HIPAA-compliant scribe instead).

Quoted in the source: Dr. Haley Perry, OD, owner, Elite Eye Care. Source: Review of Optometric Business: 8 ways we use AI in our office (Haley Perry, OD) (2023-08-30) · Added 2026-10-14. Results as reported by the source; we haven't independently verified them.

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How to set it up yourself

  1. Give ChatGPT your services, patient mix, seasons that matter (back-to-school, benefits year-end) and the channels you actually use.
  2. Ask for a one-month plan split into emails, social posts and short video scripts, with dates.
  3. Paste your current website copy and ask which patient search phrases are missing; rewrite the page in your own words.
  4. For inventory: photograph lens boxes, copy the text from the photo, paste it in and ask for a spreadsheet of brand, power, quantity and expiration.
  5. Check totals against your practice software before you reorder or return anything.
  6. Keep patient-identifying information out of consumer AI tools.

Copy-paste prompt

Make a marketing plan for next month for [Practice], an independent optometry practice in [town]. Our services: [list]. Patients: [e.g. families, seniors, contact-lens wearers]. Channels: [email, Facebook, Instagram, website]. Seasonal hooks: [e.g. back-to-school eye exams, use-it-or-lose-it benefits]. Give me: 1) a week-by-week calendar; 2) two emails (subject + 120-word body); 3) eight social captions; 4) two 30-second video scripts I can film on my phone. No medical claims I'd need to prove; keep it local and friendly.

Tools used

ChatGPT

General AI assistant for writing, research, brainstorming and analysis.

From Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (checked 2026-10-14)

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Some tool links may be affiliate links. Disclosure

Checked prices: ChatGPT: from Free $0; Go $8/mo; Plus $20/mo; Pro $100/mo (verified 2026-10-14)

Rather not do it yourself?

We'll set this up in your tools, in your voice, tested. $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. Terms. We reply within 1 business day.

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