AI outbound sales for optometrists.
Built for the optometry practice who's already tried the off-the-shelf option and bounced off it.
Eye test recalls, bookings and patient messages handled automatically, with patient information protected under the Privacy Act 2020.
The pattern across most optometry practices we work with.
Optometrists balance eye tests, recalls, and frame sales, with recall reminders often the first thing to slip.
Recall reminders and insurance or funding queries are the recurring admin load behind every optometry front desk.
Built differently, on purpose.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Made for New Zealand paperwork.
Builds prospect lists from public New Zealand business records like the NZBN register and drafts outreach for a person to approve.
- An annual return every year
- Serious breaches get reported
- 11 public holidays, plus yours
From one-person trades to national organisations, we find the hours :)
Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.
*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.
How it works in New Zealand
We find the one workflow costing optometry practices the most hours, ship a working slice into production in weeks, prove it pays for itself, then harden it and hand it over.
Small team.
Real systems.
Zero fluff.
What AI outbound sales covers
The shape of the result for optometry practices: One NZ SaaS team replaced two outbound SDRs with an AI agent + one closer - 3× the meetings booked, same pipeline cost.
- Lookalike prospect lists built from your best existing customers
- Personalised first-touch emails and LinkedIn messages - not templated
- Auto-followups across email + SMS until they reply or opt out
- Warm replies routed straight to your CRM with full context
- No AI theatre
- No shelfware or licences you do not use
Straight answers
What tools do you build AI outbound sales on?
For AI outbound sales we usually reach for Claude + GPT-4 for messaging, Apollo / Clay for enrichment, HubSpot or your existing CRM, Twilio for SMS, Gmail / Outlook for email. We're tool-agnostic at heart - we pick what your optometry practice team can actually run after we hand the build over, not what looks good on a vendor sticker.
What's the smallest engagement you'd take on?
A two-week paid discovery for optometry practices that aren't sure whether the build is worth doing at all. You get a one-page write-up of what we'd build, what we'd skip, and what it would cost. About 30% of those discoveries end with us recommending you don't proceed.
How quickly can we see something running?
Week three for a clickable internal demo against real data. Week six for a slice your team can actually use. We hold ourselves to those numbers because they're what stops a project drifting into "endless discovery".
What does the Privacy Act 2020 mean for AI?
The same rules apply as for any system holding personal information. A breach that could cause serious harm must be reported to the Privacy Commissioner, who expects it within 72 hours.
Does it keep up with KiwiSaver changes?
It has to. The minimum employer contribution rose to 3.5 per cent on 1 April 2026 and rises to 4 per cent on 1 April 2028.
Let's chat
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