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Optometrists · Buyer's guide

Optometry marketing agency: how to evaluate one for your practice

Choosing an optometry marketing agency: services that matter for exams and optical, how agencies charge, questions to ask and the contract terms to check first.

By Medfy Editorial TeamUpdated Facts verified 7 min read

An optometry marketing agency should understand something generalist agencies often miss: your practice is three businesses. Routine exams run on vision plans, the optical is retail, and medical eye care is billed to medical insurance. An agency that markets them as one will waste money on at least two of them. This page gives you an optometry-specific way to evaluate agencies, including the website bundles sold with practice software, and compares them with hiring in-house or using a platform.

What optometry marketing agencies typically offer

Few practice owners search for help this way. "Optometry marketing agency" draws about 30 searches a month in the US, while "optometry marketing" draws 170 at an average of $46.28 a click (Google Ads Keyword Planner data via DataForSEO, US, 12-month average to Sep 2026). That cost per click tells you something: agencies are paying more to reach one practice owner than you pay for most patient clicks. Expect a polished sales process.

The services on offer usually fall into six groups:

ServiceWhat good looks like for an optometry practice
WebsiteA page per service (exams, pediatric, contacts, dry eye, myopia management, optical), a vision plans page, a booking button to your scheduler
Local searchPractice and per-doctor Google Business Profiles, accurate hours and services, photos of your optical
Paid searchSeparate campaigns for exams, contacts and medical eye care, with negative keywords and booked-exam tracking
Social and Meta adsFrame and brand content, kids' exam campaigns, policy-safe wording
ContentPatient education sourced to the AOA, National Eye Institute or MedlinePlus
ReportingBooked exams, calls and optical sales by source, not just clicks

Some agencies also sell review tools, recall messaging or phone systems. Those can be useful, but judge them separately from marketing, since they touch patient data in different ways. For what good websites and ads look like in detail, see our guides to optometry websites and eye doctor advertising.

Questions that reveal real optometry experience

Generic agency questions (contract length, reporting cadence) still matter; our list of questions for any agency covers them. These are the ones that separate an agency that knows optometry from one that has an optometry slide in its deck.

Business model

  • How would you market routine exams differently from medical eye care, given that one runs on vision plans and the other on medical insurance?
  • How would the vision plans our patients use change the landing pages and ad copy?
  • How would you grow our dry eye and myopia management services, and where do your treatment claims come from?

Optical and the FTC rules

  • What do the FTC's Eyeglass Rule and Contact Lens Rule require of us, and how does that shape optical promotions? (A good answer: the prescription is released after the exam whether or not the patient asks, before anyone offers to sell glasses, and never in exchange for a purchase, fee or waiver. See the FTC's Eyeglass Rule guidance (opens in a new tab) and Contact Lens Rule guide (opens in a new tab).)
  • How do you check an offer against our vision-plan agreements before it runs?
  • Do you check each frame brand's co-op and advertising guidelines before using its logo or campaign images?

Patient data

  • Will you sign a Business Associate Agreement (BAA) for forms, chat and anything else that touches patient information?
  • Do you place Meta or Google pixels on appointment request forms or patient portals?
  • Will you ever upload our patient lists to ad platforms?

Ownership and reporting

  • Who owns the domain, the website content, our Google Business Profiles and the ad accounts?
  • What will you report each month: booked exams by source, calls, optical sales per exam?
  • Do you mark up ad spend, and is your fee tied to it?
  • What does it cost to leave, and what do we take with us?

Why the BAA question matters: HIPAA lets a practice share patient information with a vendor only after getting written assurances, documented in a contract that meets HIPAA's business associate requirements (45 CFR 164.502(e) (opens in a new tab)). If the agency's forms collect appointment requests with symptoms or insurance details, it needs one.

Red flags

  • They promise first-page rankings or a set number of new patients.
  • They can't explain the difference between a vision plan and medical billing.
  • Their sample ads ask "Struggling with dry eyes?" (platforms restrict ads that imply a viewer's health condition).
  • They suggest withholding prescriptions until after the optical tour.
  • The website, domain or ad accounts would be registered in their name.

Pricing models and what's included

Agencies price in a handful of ways. Ask for the model in writing, then compare the total over two years.

ModelHow it worksWatch for
Monthly retainerA fixed fee for a defined scopeVague scope ("ongoing optimization") and long minimum terms
Build fee plus hostingOne-time website fee, then monthly hosting and updatesWho owns the site, and what edits cost
Percentage of ad spendManagement fee scales with your budgetAn incentive to raise spend rather than lower cost per exam
Software bundleWebsite or marketing included with practice or optical softwareWhether the site leaves when you change software
Per leadYou pay for each form or callHow a "lead" is defined, and duplicates

What drives the price: the number of channels managed, how much content is produced each month, ad budget size, custom photography and design, the number of doctors and profiles, and how much reporting and meeting time is included.

We don't quote agency prices here because they vary widely and most aren't published. Ask three agencies for written proposals with the same scope so you can compare like for like. Our overview of healthcare marketing agencies explains contract terms in more depth.

Ownership: website, domain, Google listing and ad accounts

This section decides how painful it is to leave. Settle it before you sign.

  • Domain: registered in your practice's name, with you holding the login.
  • Website: you own the content and photos and can export them. If the agency's platform hosts it, get the export process in writing.
  • Google Business Profile: your practice is the owner, and the agency is added as a manager. Google's guidelines (opens in a new tab) also allow separate profiles for public-facing practitioners, named with only the practitioner's name. Make sure those are owned by the practice too.
  • Google Ads and Meta ad accounts: created under your business, with billing on your card. Agencies get access; they don't own the account or its history.
  • Analytics: your property, with the agency as a user.

If you change agencies later, every one of these should transfer with a few clicks, not a negotiation.

Agency, in-house or platform: a comparison

There's no single right answer. Here is how the three options compare on the public facts.

ItemAgencyIn-house coordinatorPlatform (for example, Medfy)
Who does the workAgency staffYour employeeSoftware, with you approving key steps
Cost structureRetainer, project or percentage feesSalary, benefits, toolsPublished monthly price
Optometry knowledgeVaries by agencyLearns your practice deeplyBuilt for medical practices, not optometry alone
Speed of changesDepends on the account managerFast for small tasksEdits requested in plain English
Best forPractices wanting hands-off service and creative workLarger practices with steady content needsIndependents wanting the website, SEO and reporting covered at a fixed price

When an agency is the better fit: you want events, photo shoots, community sponsorships, organic social posting or a dedicated person to call. Those need people.

When in-house makes sense: you have several doctors, a large optical and enough work to fill a role, and someone who can learn the FTC rules and your plans.

Where Medfy fits: Medfy is AI marketing software for independent practices in the US and Canada. The $349/month base plan includes your website rebuilt and hosted on your own domain, weekly researched articles you approve, AI visibility tracking, first-party analytics for calls, forms, bookings and directions, Google reporting, an AI CMO dashboard with a weekly brief, and a patient CRM. Add-ons are Google Ads management ($199/month), Meta ads + AI creatives ($199/month) and a HIPAA AI chat widget ($49/month). Ad spend is paid directly to Google and Meta. It's billed monthly and you can cancel anytime. Medfy doesn't post to social media, send recall emails or texts, run review requests or plan events, so pair it with your own staff for those. See Medfy pricing, and get a free audit before you hire anyone, so you know your starting point.

For the bigger picture, return to the optometry marketing hub.

Frequently asked questions

How much do optometry marketing agencies charge?

Prices vary widely and few agencies publish them, so compare written proposals with the same scope. Common models are a monthly retainer, a website build fee plus hosting, a percentage of ad spend, per-lead pricing, or marketing bundled into practice software. Ask what is included, the minimum term, whether ad spend is marked up, and what it costs to leave, then compare totals over two years.

Should my website come from my EHR or optical software vendor?

It can be convenient, but check three things first. Do you own the domain and content, and can you export them if you change software? Can the site support a page per service, a vision plans page and your own booking link? And will the vendor sign a BAA for forms that collect patient information? If any answer is no, keep the website separate from your practice software.

What should an optometry marketing agency deliver each month?

A short report tied to the schedule: booked exams, calls and form requests by source, optical sales per exam if you share them, and ad spend with cost per booked exam. Add the work completed, such as new pages, campaign changes and negative keywords, plus a plan for next month. Rankings and impressions are supporting detail, not the result you're paying for.

Sources

  1. Complying with the Eyeglass Rule (opens in a new tab) — Federal Trade Commission. Accessed October 22, 2026.
  2. The Contact Lens Rule: A Guide for Prescribers and Sellers (opens in a new tab) — Federal Trade Commission. Accessed October 22, 2026.
  3. 45 CFR 164.502(e), Disclosures to business associates (opens in a new tab) — eCFR. Accessed October 22, 2026.
  4. Guidelines for representing your business on Google (opens in a new tab) — Google Business Profile Help. Accessed October 22, 2026.
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