Frame Consultation & Upsell Assistant
Guide frame consultations and boost lens upsells with structured recommendations
What You Can Do
You can structure customer consultations from intake through recommendation by capturing face shape, lifestyle, budget, and prescription data. Claude then generates personalized frame suggestions matched to your inventory, presents lens upgrade options with clear value propositions, and provides objection-handling scripts that maintain margins while building customer trust. Track customer profiles for faster repeat visits and higher upsell conversion.
Features
systematically gather face shape, lifestyle, budget, prescription, and brand preferences in repeatable format
match customer profiles to specific frame styles with SKU suggestions from your inventory
present coatings, materials, and treatments with tailored value propositions based on customer priorities
pre-written responses to common price and style concerns that preserve margins and build trust
generate persistent notes for future visits enabling faster repeat consultations
handle customers with reading, distance, and screen-work requirements in one session
structured approach helps train new opticians on consultation best practices
document complex fits with adjustment notes and future follow-up reminders
Example Output
Frame Consultation Example: Customer: 45-year-old professional, oval face shape, high prescription, budget $400–600
Claude Output:
- Recommended Frames: "Consider Warby Parker Carson (oval frames emphasize symmetry, $95–145 price point), Luxottica Prada PR07W (professional aesthetic, strong spring hinge for active lifestyle), or local boutique option for premium positioning."
- Lens Upgrade Pitch: "Given your screen time, blue-light filtering coating ($75) reduces eye strain and pairs well with anti-reflective coating ($60). Progressive lenses ($200–350) eliminate the need for multiple glasses."
- Objection Response: "I hear you on price. Here's the value: anti-reflective coating lasts 5+ years, blue-light filter reduces headaches—customers report 80% fewer symptoms. At $135 total, that's $0.07/day vs. the discomfort. Does the oval frame style work for you?"
Customer Profile Output: Name: Sarah M. | Date: [DATE] | Face Shape: Oval | Prescription: OD -3.25/-0.75, OS -3.50/-0.50 | Lifestyle: Remote work, outdoor activity | Budget: $400–600 | Notes: Screen fatigue, interested in blue-light options. Prefers minimalist aesthetics. Revisit in 12 months for updated prescription.
What's Included
- SKILL.md: structured consultation framework and lens recommendation logic
- Consultation Intake Template: face shape, lifestyle, budget, prescription, and preference capture form
- Frame Recommendation Database Structure: template for mapping customer profiles to inventory SKUs
- Lens Upgrade Pitch Scripts: 5–7 value-based presentations for coatings, materials, and treatments
- Objection Handler Scripts: pre-written responses to price concerns, style hesitations, and warranty questions
- Customer Profile Documentation Template: persistent notes format for repeat visits and upsell tracking
Who It's For
- Retail opticians — manage consultations, increase frame and lens attach rates, and reduce per-visit time
- Optical store managers — train staff on structured consultations and standardize upsell approach
- Eyewear boutique owners — deliver premium customer experience and document customer preferences for retention
- Optometry practice managers — streamline frame fitting workflows across multiple locations
- Independent optometrists — systematize retail recommendations and objection handling for more efficient patient visits
Best For
- Frame selection consultations — new glasses or frame replacement visits
- Lens upgrade presentations — introducing coatings, progressive lenses, and premium materials to price-sensitive customers
- Multi-need fitting — managing customers with reading, distance, and screen-work prescriptions in one session
- Repeat customer visits — quick profile recall for faster consultations and targeted upsell opportunities
- Objection management — turning price concerns into value-based conversations that preserve margins
- Staff training — teaching new opticians structured consultation methodology and objection-handling technique
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