
The end of the year isn’t just about closing the books and making sure everything winds down nicely.
It’s about setting your sights on what’s next.
Between open enrollment, holiday schedules, and last-minute appointments, it’s easy for planning to fall off the radar. But carving out a little time now to organize your goals and marketing ideas can make all the difference when January rolls around.
Whether your focus is growing your membership base, keeping recall steady, or simply creating more consistent outreach, a clear plan (and a few built-in VisionHQ tools) will help you start 2026 ahead of the game.
Step 1: Look back before you look forward
Before jumping into next year’s goals, spend a few minutes reviewing what worked in 2025.
Pull insights from your VisionHQ dashboard or practice management system:
- Which months saw the most new membership enrollments?
- Which patient communications got the most engagement?
- Were there specific promotions or team initiatives that stood out?
Maybe your back-to-school campaign brought in a wave of families. Maybe open enrollment sparked a record number of new members. Or maybe your front desk found a great rhythm mentioning membership plans during checkout.
Whatever drove those wins, capture it. The best way to plan for growth is to repeat what’s already working.
Step 2: Build your membership strategy early
Your membership plan isn’t a one-time effort; it’s an ongoing part of your patient experience. By keeping it visible throughout the year, you’ll attract more patients and strengthen retention.
Here’s how to keep your momentum going:
- Set quarterly goals. Track new enrollments and renewals every three months.
- Assign ownership. Choose a team member to report on membership metrics in your monthly meetings.
- Automate reminders. Create quarterly email campaigns about preventive care, eyewear savings, or seasonal promotions.
Small, consistent communication adds up and keeps your membership plan top of mind for patients.
Step 3: Map out your 2026 content calendar
You don’t need to reinvent your marketing each month. Just organize it. A simple content calendar can help you stay consistent and purposeful all year long.
Here’s an easy framework to follow:
Q1: Fresh starts and patient education
- Promote annual eye exams as part of a “New Year, Clear Vision” campaign.
- Reintroduce your membership plan to current patients.
- Highlight monthly payment options for easier budgeting.
Q2: Seasonal savings and team stories
- Share posts about prescription sunglasses and spring eye care tips.
- Feature your staff in “meet the team” spotlights.
- Encourage referrals through member-exclusive offers.
Q3: Back-to-school and open enrollment prep
- Target families booking kids’ eye exams.
- Educate patients about coverage gaps and how your membership plan fills them.
- Share early open enrollment reminders and FAQs.
Q4: Year-end reminders and renewals
- Remind patients to use remaining benefits before year-end.
- Encourage renewals with a “Keep your care simple in 2026” message.
- Wrap up with a gratitude post to thank your patients and team.
Want to make this even easier? We’ve created a free 2026 VisionHQ Content Calendar packed with plug-and-play campaign ideas, social post topics, and email prompts designed for vision practices.
You can link to it in your newsletter or upload it as a downloadable resource for your team.
Step 4: Involve your team in the planning process
Your staff knows your patients better than anyone. Ask them what worked and what they’d like to try next year.
Maybe your opticians have ideas for promoting discounts on glasses. Maybe your front desk team wants a new way to talk about the membership plan during scheduling. Or maybe your doctors want to highlight specialty care topics like dry eye or myopia management.
When your team helps shape the calendar, they’ll also help carry it out.
Step 5: Walk into 2026 with a plan
The best time to plan next year’s success is before this one ends.
By reviewing your wins, setting clear goals, and using your VisionHQ tools to stay consistent, you’ll keep your practice growing while giving patients the clarity, convenience, and care they’re looking for.
VisionHQ makes it simple with marketing automation, recurring payments, and customizable plan options that make it easy to stay connected with patients all year long.
[Download your 2026 Content Calendar and start planning today.]

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