Smile Gulf Coast — 90-Day Marketing Plan (Sep 1 → Nov 30)

Full 90-day plan for Dr. Buntyn — 6 workstreams, deep-dive SEO/AEO/CRO audit, Google Ads brief ($3K/mo · 2-campaign split), 12-page content roadmap, 11-video shoot, SGA Social Hub + Neurality launches, Practice ↔ Growth Team RACI, weekly-to-90-day timeline, budget + reporting cadence. Interactive: check off tasks and watch live progress.

Smile Gulf Coast — Content Guide

Priority list of content Dr. Buntyn's team should provide, mapped to the Growth Readiness Briefing gates and the SGC-MS Patient Funnel Scorecard. Uses Smile Center of Orlando as the content-shape reference; flags what's already on smilegulfcoast.com/team and /financing-insurance so we don't ask twice.

PCCD AI Workflow

Recommended 3-step AI process for Peninsula Center of Cosmetic Dentistry (Los Altos + Mountain View): Custom GPT voice training from PeerLogic calls, batched cosmetic content calendar, and Claude-generated SOPs — with the call-library pipeline, HIPAA guardrails, and owner assignments.

Practice Content Hub — Paid Media Intake

All 10 LSM paid-media practices: profile data, content gaps to fill, shared Drive folders, and per-practice intake forms with a live landing-page preview. All 10 practice intakes are live — fill a form and watch its page update.

Belfast River Dental — Intake & Live Page Preview

Office-manager intake for the Belfast paid-media landing page: insurance, offers, hours, photos, and a real Google review to feature — with the draft page updating live as the form is completed.

Pryor Family Dentistry — Sample paid-media landing page

Reference build: 6-step wizard qualification form, VIP membership offer, first-touch attribution, GHL webhook. Blueprint for the LSM paid-media pattern; other locations will follow this template.

Growth Readiness Briefings

Per-practice 5-gate readiness briefings + portfolio rollup.

Website Storefront Audits

Peach-format xlsx audits scoring practice websites across 9 weighted sections, plus portfolio rollup.

Google Business Profile Audits

GBP optimization audits, scheduling-link checks, and phase-1 rescoring data.

Social Media Audits

Profile-level audits for Meta and Instagram presence across the portfolio.

Website Content Audits

Information architecture and content depth reviews.

SEMrush Health Flags Dashboard

R/Y/G SEO health flags across 27 AC practices — organic traffic, backlinks, domain authority, and keyword signals.

Standardization Rollout Status

Platform-by-platform rollout status across the 249 SGA locations — Neurality, Modento, PeerLogic, Dentira, Omniscient, Overjet, plus Method/TrueLark/Prism sunset. Sourced from the 08/18/2026 Rollout Summary.

Full Arch & Cosmetic Eligibility Report

Tiered eligibility analysis for Full Arch implant and Cosmetic practices — service mix validation, production benchmarks, and AC readiness classification across the network.

Audit Priority List

All 248 active practices in one sortable list — ranked by opportunity score blending production size, production per new patient, and YoY growth, with gate status and audit scores to sequence Growth Readiness follow-through.

Belfast River Dental — Competitive Scan

Richmond Hill, GA · 13 competitors within 5 miles · new-practice launch scan. Howard Family Dental leads on review volume (747); Coastal Endodontics leads on 30-day velocity (10 new). First reusable-tool output — one command, ~600 API calls, 5-minute run.

Ways Station Family Dental — Competitive Scan

Richmond Hill, GA · 13 competitors within 5 miles · post-relocation scan. Ways Station shows the strongest new-review ramp in the market (11 new reviews / 30 days) — outpacing all 13 competitors on velocity. Same competitive set as Belfast (2mi apart), useful cross-read.

Main St Family Dental (Lexington SC) — Competitive Scan

Lexington, SC · 19 competitors within 5 miles · mature-market scan. Aspen Dental dominates on volume (1,236 reviews); Main St leads on 30-day velocity (10 new). Urgent finding: PSI mobile score of 17 — critical site-performance issue requiring immediate attention. 58% of competitors have online booking.

Specialty Referral Growth Engines

GP-to-specialist referral acquisition playbooks, target lists, and outreach sequences.

Specialty PRD Dashboard

Async dashboard for the 54-location specialty network — quarterly briefing, YoY performance, PRD coverage, attention queue, and per-office drill-downs.

Specialty Practice Capacity Model

Q1 + May 2026 capacity review for Matt & Sarah — 17 practices scored against the 60-referrals/provider threshold, 9 flagged as marketing priorities, 10 new-provider ramps vs Matt's ramp curve, established-provider Q1 vs budget, and the six decisions requested. Full model downloads as .xlsx.

New Provider 90-Day Outreach

15-slide plan for onboarding Dr. Natalie Williams at Pensacola Perio — top-10 referring-doctor lunches, referral appreciation open house, digital launch, and the marketing playbook, all on one Aug 1 – Oct 30 clock. Arrow keys to navigate, N for speaker notes.

Q4 Priority Tactics & Scoring Model

Every new-patient tactic scored 0–100 (paid media 83 → review responses 46), with the trigger column that fires it, the owner, ROD-ask vs program routing, and the capacity gate. A practice's flags collapse into a top-3 ROD agenda — includes the ready-to-book agenda template and the Oct 22 call decisions.

Doctor Content Strategy

How one conversation with a doctor becomes the brand foundation — and every content type that follows — in their voice. Executive briefing.

Market Manager Power BI Training — SOP

8-week curriculum + pinned reference tabs teaching Jayme, Kelly, and Jenn to read Power BI for the conversations that live OUTSIDE leads and new patients — lead time, case acceptance, retention, capacity, and cosmetic competency. Owner: Amy McNeill. Curriculum lead: Paul Smith.

Growth SOPs

Growth Department SOP Roadmap — the full 151-SOP library across 13 program areas with 20 complete drafts, live-skill procedures, searchable knowledge base, phase filters, and this week's 15 focus SOPs badged. Click any SOP for the full procedure.

AI-Powered Dentistry

Team briefing deck introducing SGA's AI-supported standard of care — treatment planning, diagnosis, and case acceptance, with role-by-role playbooks for doctors, hygienists, and assistants.

Growth Integration Plan v2 — Parallel Task Streams

Retires the wave model: every practice in scope day one, worked as data-ranked queues per stream — GBP corrections, website rebuilds, review automations, OM visibility, GHL. Decision draft, July 20, 2026.

Growth Manager Cohort Model

The approved framework and 2026 split — Jenn / Kelly / 3rd Growth Manager on General, Jayme on Specialty — plus the wave-based Integration Plan. Updated July 11, 2026.

SGA Integration Plan — General Practices WIREFRAME

Wave-by-wave onboarding lineup for all 168 General locations — what integration means, your Growth Manager contact, and when your practice comes up. Draft preview, July 13, 2026.

Phone Skills Training Program WORKING DRAFT v0.1

3 tracks (Phone Essentials · Insurance + Plan Forward · Neurality) × 4 delivery tiers (cheat sheet → video → webinar → workshop). Built with Dana + Jessica, anchored on PeerLogic ROI (+2pp = $2.80M/yr, 14×). Aug 11 planning call output.

PRISM Program

Network-wide program overview for SGA Dental Partners.

1 & 2-Star Review Response Guide

Sample response templates by theme, SEO keyword strategy for public review responses, and escalation next steps — built from 522 reviews across 84 Gen4 locations.

Concord Rebrand Recommendation

Brand transition analysis and recommendation for the Concord practice rebrand.

Invisalign August 2026 — Team Playbook

Full promotion playbook for the August clear aligner campaign — patient scripts, warm list sequence, in-office tactics, Aligner Day structure, 4-week social calendar, and execution timeline.

GHL Locations · lines, forwarding, landing pages

Every GoHighLevel sub-account SGA can see (48 in the SGA agency plus the 5 agency-mode practices in the Railway mirror) as one card each: matched practice and website, Growth Manager, ROD, the main line every tracking number should forward to, each Twilio line with its GHL label and forwarding status, and the paid-media landing pages with the line that belongs on each page. Filter by GM, ROD, source, or "needs action"; CSV download.

Promotional Budget Calculator

Growth Manager tool for modeling promotional spend scenarios. Pick a practice from the dropdown to auto-populate TTM revenue, EBITDA, and current promo spend — all 235 active practices covered (SGA West + East + Specialty/MODIS). Enter a target promo % and see the production growth required to hold EBITDA flat, with a scenario table across 40/50/60/70% variable-cost assumptions.

The Studio Print SOP

Standardized process for requesting, approving, ordering, paying for, and receiving business cards, printed materials, signage, and swag across SGA — with clear ownership at every step and the Ottimate invoice workflow effective Sept 1, 2026.

New Doctor Intake Process

Proposed intake pipeline for onboarding a new doctor into marketing — HR kickoff form, doctor welcome link, Studio triage and production, and Growth Manager final approval before go-live.

Marketing Platform Access Sharing SOP

Step-by-step guide for granting and managing access to SGA marketing platforms — GBP, social, website CMS, and analytics — across all locations.

Apple Maps Correction SOP (OM iPhone path)

For offices where SGA does not yet control the Apple Maps listing. Walks the Office Manager through the "Report an Issue" flow on her personal iPhone as the interim fix, while SGA claims or transfers the listing into Apple Business Connect in the background. Includes what the office needs to send us, do/don't rules, and escalation to Apple Business Support.

Referral Growth Engine — Drop-Zone SOP

How the Specialty PRD team drops new practice referring-provider CSVs into the shared Drive folder for the Friday sweep — filename convention, CSV columns, suffix tags, and what happens after.

SGA East — Marketing Reporting Roadmap

Phase-by-phase roadmap for building out marketing reporting infrastructure across the SGA East portfolio.

SGA Growth Manager Tech Stack

The seven tools a Growth Manager works from and how they fit together: Microsoft 365 Copilot for meetings, transcripts and email inside the tenant; Claude Cowork as the working surface; and five connectors into it (WPVibe, Yext API, SGA Toolbox MCP, SGA Data MCP, Granola Basic). A day in the life, one tab per tool with guardrails and setup, cost ($70 per Growth Manager per month, $49 new) and return, plus the WPVibe pilot plan and approvals for the Monday 10/26 review.

Wyatt West — Open sga3p Tasks with Claude Feedback

All 103 open tasks assigned to Wyatt West as of 2026-10-21, with who assigned each one, assigned and due dates, status, and live formulas for days late and days since assigned (set the as-of date in the page). Each row carries a Claude feedback column: whether a WordPress app password, Webflow site token or Sanity token already exists for that site, whether the task can move to the Growth Manager working from Claude Code or has to stay with Wyatt (wp-admin, Designer, DNS, vendor), stale/duplicate flags, and a link to the task. Filterable, sortable, CSV export.

Do Reviews and Online Scheduling Move New-Patient Growth?

Test on all 249 practices, Jan–Sep 2026 vs 2025, for the Nashville summit doctor deck. Google review velocity and rating show no relationship to NP growth (rank correlation 0.01); online-booking share is the one positive signal (high third +8% Jul–Sep NP YoY vs −4%); Neurality go-live shows no NP lift yet but cuts PeerLogic missed calls 8 pts. Includes the SGA East review-inflow stop since Aug 25.

Website Rebuild Workflow: Session Pre-read

Pre-read for the rebuild working session (Dakota, Amy, Wyatt, Don Clark, Growth Managers). What the MSP period showed (review latency of 8 to 39 days, builds before domain access, unverified content, no named launch approver), the proposed ten-stage workflow on Don Clark's custom headless CMS with one flat sga3p task per stage, the 16 open decisions, the 90-minute agenda, and the Clay Center pilot. Nothing is adopted until the session writes it on a task.

PlanForward Membership — Five FFS Case Studies (v2)

Objection-handling library for FFS doctor conversations, built on PlanForward's 2026-09-25 matched-cohort deep-dive. Five SGA East practices, one objection each: Claxton ("does production actually increase?" — +339% $/mbr), Statesboro ("will they accept treatment?" — 70.6% member acceptance, highest in file), Waynesboro ("they only enroll existing patients" — 51% same-day linked), Batten / Towne Lake ("membership is just cheap cleanings" — out-of-plan runs 2.4× in-plan), and Bluffton as the honest counter-example. Every number reconciled against the raw workbook. Supersedes v1 (2026-08-10 anonymized portfolio synthesis).

Marketing Priority Practices — 20 Focus Roster

The current 20 Marketing Focus practices — two cohorts of 10 holding priority seats, each with cohort start date, status, and what marketing needs from Operations. H1 Rollup card (Jan–Jun 2026 vs 2025 spend + NP), Current Priorities, Up Next & Nominations, and Monitoring. Each row links to its per-practice scorecard. The list only grows when a cohort moves to Monitoring.

Ops Overdue Tasks

Daily-refreshed queue of overdue tasks flagged Waiting on Office in sga3p — joined to the crosswalk for Location Name, Growth Manager, and ROD. For manual walk-through during ROD/office calls; no push notifications. Scaffold live now; populates once Dakota + Growth Managers approve the status.

Pilot-10 Impact Scorecard — SGA East

Monthly Sarah→Jordan brief on the 10 Wave-1 pilot practices launched 2026-06-01. Locked Jan–May baseline vs progressively-building Jun–Oct growth series. Panel A/B/C tables, per-practice go-live dates with windowed deltas, blocker breakdown, and the “so what” for Sarah, Studio, and RODs. Real data. Refreshes ~18th–20th each month. Companion .xlsx at data/output/pilot10-impact-scorecard.latest.xlsx.

Perio Chart Completion & Overjet Voice Adoption

Snapshot across 9 SGA offices comparing perio charts due, PMS completions, and Overjet Voice completions against a 60% Overjet-of-due goal. Portfolio Overjet rate 37.6% (106/282), 4 of 9 offices meeting goal (Central FL Perio, Peak Cottonwood, Vanscoyoc Southern Pines & Sanford), 89 additional Overjet charts needed portfolio-wide. Per-office thermometer bars with inset Overjet layer, dashed 60% marker, dim-goal-met toggle, ranked table with gap-to-goal, and Verify flags on Due=PMS=Overjet rows.

Marketing Focus 20 — Q3 2026 New Patients

SLT Growth Dashboard — Preview

Example of what the monthly executive growth surface will look like once GHL webhooks are flowing. Headline KPIs (New Patients · Production · Leads · CPA) with YoY, 12-month trends, leads-by-channel (4 buckets or 13 tags), pilot activation funnel, and top/bottom 5 practices by lead-to-NP conversion. Cohort: 42 GHL pilot + 44 Google Ads = ~60 unique practices. Numbers shown are placeholders.

Patient Funnel — Pilot Wireframe DRAFT

Working wireframe of the per-practice funnel card with real June 2026 data for the two GHL pilot practices — Pryor and Smile Center of Orlando. Live Google Ads spend, Neurality opportunities and scheduled appointments, PBI new patients, NP-per-provider vs the 30 goal, and honest DARK badges where no source exists yet. Under review with Dakota; not a production report.

Patient Funnel — ROD Preview SAMPLE

Preview of the monthly per-practice funnel we’re proposing for ROD reviews, illustrated with a fictional practice (SGA Dental — Savannah, GA). Marketing investment with YOY, GA4 sessions YOY, GHL form submissions total vs paid-media LPs, PeerLogic + Neurality opportunities and scheduled (with missed-call %), completed NP vs previous-month goal, and Production per NP / CAC / Hygiene Reappt all shown against YOY or SGA-network benchmarks. Numbers are illustrative.

Patient Funnel Dashboard — Project Plan

11-slide plan for the new Patient Funnel Dashboard — one trusted view of demand, marketing spend, lead handling and new-patient outcomes. Wave 1 & 2 scope (20 locations), nine data sources with current status, six build stages with two review gates, and the six IT/partner asks staged by when the build needs them. Arrow keys to navigate, N for speaker notes.

Patient Funnel Reporting Project — SLT Briefing

21-slide SLT briefing to approve the Sept 5, 2026 launch of the monthly Patient Funnel report for the 20 Marketing Focus practices. Embeds the sample dashboard, walks each of the 10 metrics with source-of-truth file and current focus-20 coverage count, four-week action plan with owners (Amy, Dakota, Scott, Adam), timeline gantt, and the four resource asks. Arrow keys to navigate, N for speaker notes.

Patient Funnel — This Week Playbook (Aug 12–18)

Day-by-day walkthrough to get the Patient Funnel Reporting Project set up in sga3p and every owner briefed by Monday's checkpoint. 14 net-new Stage-3 tasks already created in P4 (4 stale closed, 1 backfilled). Includes copy-pasteable PeerLogic vendor request, Sarah deck-send email, Scott ping template, 4 kickoff-call agendas, and the Aug 18 gate-check brief format. Companion to the SLT briefing deck.

Google API Setup — GA4, GSC, GBP, GTM

Step-by-step guide to stand up ONE Google Cloud project + ONE service account that unlocks all 4 Google platforms behind the Patient Funnel pipeline. Phase 1 (~45 min): GCP project + 6 APIs enabled + service account + JSON key. Phase 2 (~2 weeks): the 80 per-property access grants across 20 practices. Phase 3: sample Python calls for each API to prove access end-to-end. Phase 4–5: post-launch GSC/GBP enrichment + GTM standardization. Includes long-lead callout: GBP Performance API needs restricted-access approval (2–6 weeks) — start Aug 12.

Q2 2026 — Quarterly Performance (Excel)

Q2 2026 vs Q2 2025 across 212 locations — Top 20 / Bottom 20 by combined production + new-patient score, online-scheduling YoY with Neurality overlay, FY pace context, and the new Marketing Focus by Spend tab: every location averaging >$2K/month in promotional spend (Jan–May 2026) across Advanced Care, Specialty and General. Downloads as .xlsx.

Q2 2026 Workbook — Reader’s Guide

One-page guide for RODs & Market Managers: how each tab was built, the Marketing Focus scoring methodology, and the 20→10 narrowing ask. Word version at /reports/Q2-2026-Workbook-Readers-Guide.docx.

SGA East — May Marketing Overspend Brief

Executive brief for Myles covering May marketing budget variance — overspend breakdown by practice, root causes, and recommended corrective actions.

SGA Video Hosting & Governance

Master asset library, publishing destinations, HIPAA-adjacent compliance workflow, and YouTube tiering for the 250-practice portfolio. Synthesized from 6 domain reviews + red-team pass. Master-of-record on WS2/S3, Cloudflare Stream for de-identified marketing, Vimeo Enterprise + BAA for patient testimonials, YouTube collapsed to Gen4 + MODIS brand channels only. Verdict: approve with modifications.

Neurality Command Center

Live view of Neurality's rollout across all 263 practices — 142 Complete and 18 In Process, with per-feature Live counts: 134 Voice, 99 Web, 114 Live Chat, 36 GBP. July 2026 performance: 8,790 voice opportunities → 2,661 voice appointments (30.3% weighted conversion) plus 1,184 online + 490 chatbot + 818 SMS + 585 campaign appointments across the network. Top 10 / Bottom 10 rankings, full-office table with GM / ROD / region filters, per-surface implementation coverage, team escalation scripts (Track 3 AI Voice-Assist + Dana's phone-essentials draft), a recommended daily/weekly export-column schema for Neurality, and the ROI dashboard link. Sources of truth: Neurality Master (2026-08-24) for roster, Truth (2026-08-18) for per-feature status, raw nh-analytics-report CSVs for July.

Marketing Foundations — Karen & Ron Pre-Read

6-slide investment case for the Aug 15 Karen (COO) + Ron (CIO) meeting. Consolidates marketing tech across all 248 locations onto Promo Republic + GoHighLevel — $346K today (91 Gen4 only) → $278K over Sep 26–Aug 27 (all 248) → $178K/yr steady state. Transition cost curve, ROI on Promo Republic (27×) + GHL form-response (4.5×) + MSP retirement ($156K/yr Yr2+), 24-month vs 12-month commercial-term ask (7% savings ≈ $22K over term). Source: vendor-pricing-matrix DM_EDITS. Arrow keys to navigate, N for speaker notes.

GoHighLevel — Phase 1 Launch Plan

11-slide launch deck for the Grow Dental pilot — 10 general practices at $299 each live in silent mode by 7/24 (Pryor Lebanon + Smile Center Orlando first on 7/17), the specialty perio track by 8/15, tracking taxonomy, vendor questions, week-by-week execution plan, and the Week-8 decision gate. Arrow keys to navigate, N for speaker notes.

SGA Social Studio — Executive Recommendation

12-slide deck for Ron (CIO): standardize on PromoRepublic (SGA Social Studio) for reputation, listings, social & Yelp/Foursquare across all 248 SGA locations from Aug 1, 2026. New commitment: $8,007/mo covering 157 previously-uncovered locations. Gen4 $102,102 already committed via legacy contract sunsets. Year 1 total $198,186. Cost per location $158 → $51 by Year 2. Review-tooling evidence, PHI data-flow wall, and the IT review gate. Arrow keys to navigate, N for speaker notes. PowerPoint at /techstack/SGA-Social-Studio-Executive-Recommendation.pptx.

Website Ecosystem — Platform Direction

Reconciling OM Marketing and Nic Clark's proposals against SGA's own JAMstack roadmap — recommendation, migration hitlist, narrowed vendor scope, and cost/tools snapshot for the 251-site portfolio.

GHL Rollout — Grow Dental Meeting Agenda

7-page pre-read for the working session with Grow Dental on rolling GoHighLevel across all General & Specialty offices — journey assignment rule, form-swap ownership, Specialty bulk-email deliverability, commercials, and the walk-out decision checklist. Includes three SGA-side challenge items.

sga3p Rebrand — Naming & Module Review

11-slide SGA-branded deck for the internal Growth Department platform at app.sga3p.com. Recommends SGA Growth Hub as the formal name and "the Hub" as the conversational shorthand — URL stays app.sga3p.com for launch with a name-aligned redirect available later. Two module renames required: Marketing Library → Growth Library and Content Studio → Brand Builder (to avoid collision with The Studio creative team). Includes a 9-candidate scorecard (comprehension, scope, conversational fit, collision safety), audience-test explanations for OMs / doctors / GMs / execs, a Growth Hub vs. sga3p head-to-head, risks & open questions, and final homepage copy with card descriptions ready for build.

Marketing Request Forms — Visual Preview (v1)

Interactive preview of the four proposed Task Manager intake forms: Practice Marketing Request (14 request-type branches — Website Edit, Print, Social, Email, GBP, Event, New Doctor, Growth Playbook, Promotion, Launch New Service, Sponsorship, Insurance, Video/Photo, Something Else), Growth/Ops Internal (6 types incl. Rebrand, Audit, New OM, Website rebuild, Doctor Recruiting), SGA Support (department picker → Mike Fetrow), and a Public Marketing Inquiry fallback. Pick a type and its conditional fields appear. Includes the deadline disclaimer, soft 4-week promo / 6-week event lead-time warnings, and the three verbatim Launch-New-Service Ops-Director questions. Full spec at data/output/marketing-request-forms-spec-v1.md. Draft — pending sign-off before it goes to build.

One-Off Practice Video — Where It Lives

One-pager version of the SGA Video Hosting & Governance recommendation. Short verdict + a two-track decision tree for a single video at a single location: de-identified content (doctor bio / tour / service explainer / sponsorship) goes to Cloudflare Stream + GBP + brand-channel playlist; patient testimonial requires signed 164.508 auth first and lands on Vimeo Enterprise + BAA. Never-do list and the three asks to unblock. Full doc lives under The Studio.

Close the Loop on Print-Piece Edits

One-page brief on the practice print-piece workflow gap surfaced by the CJS insurance card round-trip. What's already built in the Content Engine (Asset Registry, Studio queue, DesignProvider abstraction), what's blocking (Canva Connect API key, template migration, intake path), and a three-part ask: sign off on Canva Connect, prioritize migration of top ~20 recurring print templates from .ai to Canva, greenlight Studio intake for practice-side edit requests.

Grand Opening Meta Campaign — v2 (2026-07-14)

6 concepts for internal review before creative goes to the practice: Grand Opening video (1:1), $99 New Patient reel with Liberty logo end bumper (9:16), VIP Membership static (2 variants), multi-generation family static (2 variants), Meet Dr. Gandy reel from his real photo (9:16), and a Fort Stewart military family reel (9:16). Palette matched to the postcard: navy + coral on white. Public URL — shareable outside SGA SSO if needed.