Alpharetta Periodontist Team

Office Manager email — confirm with ROD
PAYLOC: ALPTTAGAPP · SGA · Specialty · Alpharetta, GA
Prepared by Your Growth Team
Practice Growth Partner — TBD
Assigned PGP coming under the 2026 cohort model
Briefing date: June 17, 2026
Your Growth Team
Practice Growth Partner · TBD — assignment in flight Matt Sesto · Regional Operations Director Sarah Alofs · Chief Growth Officer
Full team directory ↓

★ Verify Your Google Business Profile Details

We pulled these from your Google Business Profile on June 17, 2026. Priority #1 for every office is making sure your Name, Address, and Phone (NAP) match between your website and your Google Business Profile (GBP) — if anything is off, submit a Marketing Request and we'll correct it within one business day.

Submit a Correction →
Practice Name (DBA)Alpharetta Periodontics
Address3400-A Old Milton Pkwy #430,
Alpharetta, GA 30005
Phone(770) 410-7565
Websitealpharettaperio.com
StatusOperational
Google Place IDChIJNSCnKSye9YgRCY6DqzTlq-M
Doctor NamesConfirm with OM — Alpharetta Periodontist Team (names withheld from external view per internal policy)
GBP BrandingMismatch — GBP page title currently reads "Home - John C. Harrell, DMD" instead of the practice DBA. Brand alignment fix needed.

Hours on Google

Monday7:00 AM – 4:00 PM
Tuesday7:00 AM – 4:00 PM
Wednesday7:00 AM – 4:00 PM
Thursday7:00 AM – 4:00 PM
Friday7:00 AM – 2:00 PM
SaturdayClosed
SundayClosed

Please confirm hours match what's published on alpharettaperio.com. Hours are sourced directly from the live Google Business Profile.

3 gates need work, 1 is yellow, 1 is the recommendation panel — Specialty practice with an exceptional lifetime Google reputation (5.0★ across 246 reviews) but missing the call infrastructure and a current GBP brand-mismatch that's costing local rank.
Alpharetta Periodontist's reputation equity is among the strongest in the SGA Specialty network. The gaps are call tracking, online booking, the GBP title fix, and a baseline website score to track against.

Top 3 Priorities — In Order

  1. Fix the GBP title mismatch (currently "Home - John C. Harrell, DMD") so it matches the website DBA "Alpharetta Periodontics", and verify Name, Address, Phone (NAP), doctor names, and hours match between your website and your Google Business Profile (GBP) Always step one · OM confirms · Submit Marketing Request for the title rename
  2. Onboard PeerLogic call tracking + activate Neurality AI answering — without these, Gate 3 has no data and missed referral calls go unprotected Scott pending on PeerLogic · Neurality currently Inactive · referral-driven Specialty volume makes this urgent
  3. Schedule the baseline Website audit with Amy (current 50.0 baseline is Red) and protect the 5.0★ / 246-review base with a structured review cadence Establishes the benchmark every future check is measured against · Zappy cards + QR codes + morning huddle ask
Your full Growth Sequence appears in "What We Need From You" below.
GATE 1
Digital Storefront Visibility
Red
GATE 2
New Patient Access
Red
GATE 3
Lead Response & Call Conversion
Red
GATE 4
Patient Experience & Reputation
Yellow
GATE 5
Growth Acceleration Strategy
Recommendation

Green = done · Yellow = close · Red = needs work · Pending = waiting on 30 days of call data · Gate 5 shows our recommendation once Gates 1–4 are green

Your Growth Team

Your Growth Team is your dedicated marketing and growth partner. We handle the work outside your four walls — your Google Business Profile (GBP), website, social media, reviews, and tracking — so your team can stay focused on patients. Everything we do is in service of one goal: filling your schedule with the right new patients and the referrals that keep a Specialty practice strong.

Your Practice Growth Partner
Jayme Monroe
Practice Growth Partner · Alpharetta Periodontist's PGP is being assigned under the 2026 cohort model. Until then, contact John Mezick (ROD) for anything in this report.
Growth Leadership
Sarah Alofs · Chief Growth Officer
Account Team
Amy McNeill · VP of Field Marketing Dakota Milner · VP of Advanced Care
Your Direct Partners
Matt Sesto · Regional Operations Director (ROD) Practice Growth Partner · TBD — assignment in flight
The Studio (Creative + Digital)
Mike Fetrow · SGA Creative Director, VP of The Studio Sharley Hamm · Director, Brand Korinne Cummings · Manager, Digital Brand Wyatt West · Web Manager Don Clark · Web Manager
One simple rule: all marketing requests go through the Marketing Request Form. This keeps nothing slipping through the cracks and gives every request a clear owner.

Why Your Digital Storefront Matters

Before a referring dentist or a self-researching patient ever calls your office, they meet you online. They check your Google Business Profile (GBP), read your reviews, click through to your website, and sometimes look at your Instagram. That's your digital storefront — and for a Specialty practice it does double duty. It reassures the referring GP that you're the right place to send a complex case, and it gives the patient enough trust to pick up the phone.

Our job is to make sure that storefront is open, accurate, trusted, and easy to act on — for both audiences. Your job is to make sure the experience inside the four walls matches what we're showing the world.

83%
of patients check a Google Business Profile before booking an appointment
38%
of dental patients prefer to self-book online
4.5★
is the threshold patients and referring GPs trust on Google

Why We're Holding This Bar Now

SGA is putting real advertising dollars behind implant and cosmetic growth — TV, Google, and social campaigns that send high-intent patients to practices that are ready for them.

We only invest those dollars where the basics are solid. A Specialty practice that can't measure missed calls, can't accept a true online booking, and carries a GBP brand mismatch will burn through that media before it pays back. The opposite is also true: when the gates hold, every paid impression compounds with the referral engine you already have.

Get Gates 1–4 green and Alpharetta Periodontist is in line for that investment. That's what this briefing is for: showing you exactly where you stand and the shortest path through.

The Patient Funnel

This is the framework behind everything in this report — the path every patient (and every referred case) travels before they ever sit in your chair. The gates in the next section exist to protect specific stages of this funnel.

SGA Patient Funnel Framework — Awareness · Access · Conversion · Experience · Acceleration

Click the graphic to open it in a new tab at full size.

The Gates to Unlocking New Patient Growth

Most dental practices — Specialty included — do not need paid media dollars immediately. Before discussing Google Ads, Facebook campaigns, or accelerated growth investments, we focus on strengthening the operational and digital foundation that supports sustainable growth.

Marketing does not fix operational gaps — it exposes them. These Growth Gates help identify where friction exists in the patient journey so we can improve access, conversion, patient experience, and long-term growth performance before scaling demand.

The Five Gates to Practice Growth — Foundation through Scale: each gate must hold before the next opens
01 Digital Storefront Visibility Awareness Layer Red

Can patients and referring offices find and trust your practice online?

Your digital storefront is often the first impression a patient — or a general practice (GP) about to refer a complex case — has of your practice. Before growth can happen, both audiences must be able to easily find accurate information, trust your brand, and confidently take the next step.

Why It Matters

Patients and referring offices often decide whether to contact a practice before ever making a phone call. Inconsistent information, outdated branding, poor mobile experience, or weak visibility can create immediate drop-off — especially for Specialty practices where the referral conversation is the conversion.

Outcome

A strong, trustworthy digital presence that improves visibility, patient confidence, and conversion opportunity for both direct patient inquiries and GP referral validation.

Your Digital Storefront — At a Glance

Google Business Profile 66.3 / 100 Baseline 2026-05-17 · Current 2026-05-18

The baseline GBP audit landed at 66.3 / 100 — Red. The single largest driver of the score gap is a brand mismatch: the GBP page title currently reads "Home - John C. Harrell, DMD", not the website DBA "Alpharetta Periodontics". That breaks the NAP alignment patients and Google both expect, and it makes the listing harder to find when prospects search "Alpharetta periodontist." The good news: NAP, hours, and phone data pulled cleanly from the live profile, and the reputation surface underneath the title problem is exceptional (5.0★ across 246 lifetime Google reviews).

What We ScoredStatus
Name, Address, Phone (NAP)Pulled from live GBP — title rename to "Alpharetta Periodontics" required
Category SelectionPeriodontist confirmed
DescriptionRe-audit on next baseline run — flag if doctor-name-only
PhotosBaseline noted gap on interior + team photo refresh
Appointment / Reserve with GoogleNo scheduling CTA on GBP today; Reserve-with-Google not wired

What's Next on GBP

  • Submit the GBP title rename — change "Home - John C. Harrell, DMD" to "Alpharetta Periodontics" via Marketing Request so the listing matches the website DBA
  • Cross-check NAP and hours against the website during the OM rebrand sweep — phone, address, and hours all look correct from the live profile but should be OM-confirmed
  • Once a true online scheduling vendor is selected (see Gate 2), wire Reserve-with-Google so every Maps/Search visitor has a one-tap booking path
Website 50.0 / 100 Baseline 2026-05-18

alpharettaperio.com landed at 50.0 / 100 — Red on the baseline Phase-1 PSI + Firecrawl audit. The current state of the site: there is a contact form live, but no true online booking vendor (Modento / NexHealth / LocalMed), no surfaced Specialty case stories / before-after / testimonials, and SEO/technical fundamentals (schema, legal pages, mobile performance) are underweight for the periodontal service mix. The site is functional but not pulling its weight as a referral-engine asset.

What Will Drive the Score Lift

  • Conversion: stand up true online scheduling (currently lead-form only), add a sticky mobile CTA, place an above-the-fold appointment button
  • Trust signals: doctor bios with credentials, periodontal case stories with patient permission, testimonials surfaced on the site
  • SEO + technical: structured data (LocalBusiness/Dentist + Periodontics schema), legal compliance (Privacy Policy + ADA Accessibility Statement), Lighthouse mobile performance
  • Specialty-specific: GP referral landing page, case-mix education (periodontal disease, dental implants, sedation, gum grafting), insurance + financing transparency
The baseline score of 50.0 sits squarely in patch-vs-rebuild territory. The size of the Studio backlog we surface after Gate 3 onboarding will determine whether targeted lifts get alpharettaperio.com to the 70+ Yellow band — or whether a Specialty-focused rebuild is the better path. Schedule the follow-up audit with Amy.
Social Media Light footprint Refresh from Drive CSV on demand

Social presence for Specialty practices is typically lighter than for General/Advanced Care offices — Facebook and Instagram drive less direct patient discovery for a referral-led periodontal practice. The current state is maintained in the Social Media Audit Drive sheet and refreshed on demand. The team will pull the latest snapshot during your first working session.

What We're Watching For

  • Whether Facebook and Instagram are claimed and linked to each other
  • Access status (Page admin, Meta Business Manager, IG)
  • Whether the practice has the assets to support a low-volume Specialty content cadence — staff features, periodontal case-result content with patient permission, GP partner highlights
  • Whether social content can be used as referral collateral (Korinne can take low-volume Specialty cadence once access is in hand)
02 New Patient Access Access Layer Red

Can patients and referring offices easily schedule and be seen quickly?

Today's patients — and the GPs who refer to you — expect convenience, flexibility, and fast access to care. Even strong marketing cannot overcome limited availability or scheduling friction. For Specialty practices, this gate is especially important: a referred patient who can't get scheduled within a week often gets re-referred elsewhere.

Marketing should not drive demand into a scheduling bottleneck.

Success Metrics

  • 3rd Next Available NP Appointment ≤ 7 Days
  • Online Scheduling Enabled (true online booking, not just a lead form)
  • Clear scheduling pathways on Website and GBP

What We Review

  • NP appointment availability
  • Online scheduling accessibility (vendor in place vs. lead form)
  • Phone response pathways
  • Emergency and same-day periodontal availability
  • Office hours and accessibility
  • GP referral intake workflow

Where Alpharetta Periodontist Stands

  • New-patient availability inside 7 days — confirmed YES. Specialty capacity is healthy.
  • Online scheduling on the website — NO true online booking AND no online scheduling link of any kind. alpharettaperio.com today routes prospects to a contact form only. That's the longest friction path possible for a self-researching periodontal patient.
  • Scheduling button on GBP — NO. The Google listing does not surface a "Book" or "Appointment" CTA at all. Once a true online scheduling vendor is selected, this is the easiest one-click lift in the entire briefing.
  • Contact form live on site — YES.
  • GMB matches website name — NO. GBP title is "Home - John C. Harrell, DMD"; the website DBA is "Alpharetta Periodontics". This is a Gate 1 issue (NAP alignment) and a Gate 2 issue (patients can't tell they've landed in the right place).
03 Lead Response & Call Conversion Conversion Layer Red

Does the practice successfully convert demand into booked appointments?

Generating demand is only valuable if the office can consistently capture and convert incoming opportunities. This gate evaluates how effectively the practice responds to calls, forms, and patient inquiries — and for a Specialty practice, it also covers the GP referral intake call.

Every missed call is a missed growth opportunity — and for a Specialty practice it can be a missed GP relationship.

Success Metrics

  • Missed Calls < 18%
  • New Patient Call Conversion ≥ 45%
  • Fast response time to web leads and forms

What We Review

  • Missed call percentage (requires PeerLogic)
  • Call conversion performance (requires PeerLogic)
  • Speed-to-lead processes
  • Form response workflows (contact-form follow-up)
  • AI answering and after-hours coverage (Neurality)
  • Front office scripting for periodontal intake
  • Tracking and reporting visibility

Where Alpharetta Periodontist Stands

This gate has no data because the call infrastructure isn't live. Without PeerLogic call tracking, we can't measure missed calls or new-patient call conversion. The fix is small and concrete — onboard the call stack, then measure.

CapabilityStatus
PeerLogic call trackingNot live
PeerLogic AnalyticsNot live
Neurality AI answeringInactive
Missed-call rateManual review — pending PeerLogic onboarding (Scott)
NP call conversionManual review — pending PeerLogic onboarding (Scott)

How We Close The Gap

  • Onboard PeerLogic + PL Analytics — PeerLogic is our call tracking platform that gives us 30 days of data to actually measure this gate against. Until PeerLogic is live, Gate 3 stays Red as a default.
  • Activate Neurality — Neurality is the AI answering layer that picks up calls your team misses (works alongside PeerLogic). For a Specialty practice with referral-driven volume, missed calls from GP offices are particularly costly — Neurality is the safety net.
  • Learning & Development (L&D) phone-skills training for the front desk — periodontal intake scripting plus GP referral handling
  • PGP reviews the PeerLogic dashboard with the OM monthly once live
04 Patient Experience & Reputation Experience Layer Yellow

Does the patient experience create trust, loyalty, and referrals?

Long-term growth — for any practice, but especially a Specialty practice — is fueled by patient experience and the reputation signal that experience produces. Strong reviews and authentic patient stories give referring GPs confidence to keep sending cases, and give self-researching patients confidence to call.

The best growth strategy is creating an experience patients and referring offices want to talk about.

Success Metrics

  • ≥ 10 Google Reviews per month
  • ≥ 4.5 Star Rating
  • Strong review recency and engagement

What We Review

  • Review volume and recency
  • Patient communication workflows
  • Reputation management
  • Referral growth opportunities
  • Brand consistency and trust signals
  • Periodontal case-story capture (with patient permission)

Reputation Signal Across Platforms

Google Reviews 5.0★ across 246 Google reviews lifetime — exceptional reputation equity, among the strongest in the SGA Specialty network. Current cadence is 7 reviews in the last 30 days — close to the 10/mo Gate 4 target, not far. With a structured ask, this practice clears the gate inside 60 days.
Yelp 5.0★ across 2 reviews — low Yelp activity (view listing). The listing is tied to the legacy doctor-name handle harrell-john-c-dmd-pc-alpharetta, which mirrors the GBP title problem — same rebrand needed on Yelp's side.

Google is the primary platform; Yelp is a secondary signal that still surfaces in branded searches. With only 2 Yelp reviews, this isn't a meaningful patient-discovery channel today — but the doctor-named alias is worth fixing as part of the rebrand sweep.

Where Alpharetta Periodontist Stands

  • Exceptional lifetime Google base — 5.0★ on 246 reviews is genuine reputation equity. This is the rare Specialty practice where reputation is already an asset, not a project.
  • Recent cadence is close, not the gap most Specialty practices have — 7 reviews/mo over the last 30 days, vs. the 10/mo gate target. A Zappy rollout + morning huddle review-ask typically closes this in 30–60 days.
  • Referral program live — YES per the gates file, with >50% NP from referrals also YES. The referral engine is already a strength — the work in Gate 4 is converting more of those positive periodontal experiences into Google reviews and into website testimonials.
  • Periodontal case outcomes (gum grafting, implants, sedation, full-mouth therapy) are exactly the kind of patient story Google and prospective referrers value most — they are not being captured systematically today.
  • The brand mismatch on GBP (doctor name vs. practice DBA) and the matching Yelp alias both need to be aligned to "Alpharetta Periodontics" so reputation signal isn't fragmented across two identities.
05 Growth Acceleration Strategy Scale Layer Recommendation

Is the practice operationally ready for accelerated growth?

Not every practice needs paid media or additional demand generation immediately. Sustainable growth begins by identifying the true constraint within the business and aligning growth investments appropriately.

We invest intentionally, not reactively.

Our Strategic Recommendation for Alpharetta Periodontist

Alpharetta Periodontist is a Specialty practice sitting on something genuinely rare: a 5.0★ / 246-review lifetime Google base on top of a healthy in-office referral engine. The opportunity isn't reputation building — it's brand cleanup, call capture, and access. Three foundational pieces have to move before any direct-to-consumer (DTC) investment makes sense: the GBP title rebrand (so the storefront matches the website), live call infrastructure (so Gate 3 has data), and an actual online booking flow (so patients can convert without a callback wait).

Stage one of your Advanced Care strategy is the Practice Referral Development (PRD)-driven GP referral engine — for a Periodontist practice, referral-based growth with primary care GPs, general dentists, and oral surgeons in the Alpharetta market is always the highest-return lever. The PRD workstream will lead this, with marketing materials, partner mapping, and a structured outreach cadence. The good news: the gates file already shows the in-office referral program live and >50% of NPs from referrals — we're building on a real foundation, not starting cold.

The reputation signal is already where most Specialty practices spend a year trying to get. Once Gates 1–4 hold green, Alpharetta Periodontist is one of the most ready practices in the Specialty network to absorb DTC investment because the trust layer is already there — the constraint is access and capture, not awareness.

Direct-to-consumer advertising layers on as soon as Gate 1 has a measured-and-improved baseline, Gate 3 has 30 days of PeerLogic data, and Gate 4 has rebuilt review cadence. Until then, we hold DTC dollars. That's the unlock: ad dollars only pay off when every call is answered, every lead can book, and every patient experience earns a review.

Strategic Growth Areas Reviewed

  • Periodontal case mix (gum grafting, implants, sedation, full-mouth)
  • Referral and reactivation opportunities
  • Revenue opportunity by service line
  • SEO and organic visibility for Periodontics terms
  • Paid media readiness (held until gates green)
  • Community outreach and GP partnerships
  • ROI alignment and budget planning

What We're Doing Now

  • Mapping GP, perio-referring GP, and OS referral partner targets in the Alpharetta market
  • Preparing referral-package collateral for the periodontal service mix
  • Submitting the GBP title rename so the storefront matches the website DBA
  • Holding moving to Advanced Care until Gate 1 (GBP rebrand + website lift), Gate 3 (PeerLogic + Neurality), and Gate 4 (review cadence) are green

Growth Team Work

Your Growth Team has work underway on Alpharetta Periodontist right now. Here's a snapshot of where things stand — we'll handle the execution; just know that every box on this list is something you don't have to think about.

16
Tasks identified
8
Ready to execute
3
Awaiting your input
4
Pending approval

Investments Growth Is Making on Your Behalf

The Growth Team funds and manages the technology stack that powers your visibility, scheduling, call tracking, and patient communication. The investments below align with the Specialty profile — lean foundational stack, with paid media and additional tooling held until the gates hold.

Investment Category Monthly
Foundational Growth Techstack
Confirm with PGP once assigned — PeerLogic + Neurality onboarding is the next add
TBD
Optional Web
Held until the follow-up website audit identifies the right tooling for the patch-vs-rebuild call on alpharettaperio.com
TBD
Total Monthly Investment Pending

Work Categories In Flight

Category Tasks Status
Studio Backlog — Site lifts (true online booking, schema, legal, Specialty case stories, patch-vs-rebuild call) 4 In progress — pending OSL vendor
Field Manager Backlog — GBP title rebrand, NAP cross-check, Reserve-with-Google wiring, Yelp alias rebrand 5 Mixed — pending office input
Marketing Approval Queue — PeerLogic onboarding, Neurality activation, Zappy review cadence, PRD referral engine, L&D training, testimonials, case-story capture 7 Pending sign-off

What We Need From You

The work outside your four walls is on us. The work inside is on you. Here's the short list — tagged by who's best positioned to take it on. Nothing here is busywork; every item moves at least one gate toward green.

What Growth Is Handling

  • Submitting the GBP title rebrand from "Home - John C. Harrell, DMD" to "Alpharetta Periodontics"
  • Auditing the Yelp listing alias for a matching rebrand to "Alpharetta Periodontics"
  • Scheduling the follow-up Website + GBP audits with Amy and reporting back the score lift
  • PRD-led GP / general dentist / OS referral partner mapping in the Alpharetta market
  • Periodontics referral package collateral and outreach cadence
  • Selecting and onboarding a true online scheduling vendor (Modento / NexHealth) once the patch-vs-rebuild call lands
  • PeerLogic + PL Analytics onboarding (Scott pending) so Gate 3 has data
  • Holding Alpharetta Periodontist moving to Advanced Care until Gates 1, 3, and 4 are green

What We Need From You

  • Verify NAP, doctor names, and hours match between website and GBP (the rebrand sweep is the place to do this)
  • Approve the Periodontics review-request workflow (post-treatment ask, follow-up SMS / email)
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle
  • Approve Neurality activation to protect against missed referral and patient calls
  • Front desk team completes phone-skills training with Learning & Development (L&D)
  • Supply doctor bios, credentials, and 3-5 patient stories from periodontal cases (with patient permission)
  • Confirm the PRD referral-partner targets the ROD will surface for Alpharetta

Your Office Growth Sequence

This is the priority order we work every Specialty practice through. Items completed move out of view; items in progress stay visible until they're green.

Step Priority Status Gate
★ Submit GBP title rebrand to "Alpharetta Periodontics" and verify NAP, doctor names, and hours match between website and GBP. Mismatch confirmed Gate 1
1 Onboard PeerLogic call tracking + PL Analytics. Without this, Gate 3 can't be measured at all. Scott pending Gate 3
2 Activate Neurality — AI answering that picks up calls your team misses. Especially valuable for protecting GP referral calls. Inactive Gate 3
3 Stand up true online booking on alpharettaperio.com (Modento / NexHealth) and wire it into Reserve-with-Google. Not live Gate 1, 2
4 Deploy Zappy review cards + QR codes; add a daily review-ask to the morning huddle. Move from 7/mo to 10+/mo while protecting the 5.0★ / 246-review base. Not started Gate 4
5 Capture patient stories from periodontal cases (gum grafting, implants, sedation, full-mouth) — for review-request follow-ups and for website testimonials. Not started Gate 1, 4
6 Front desk team completes phone skills training through the L&D Team. Periodontal intake scripting plus GP referral handling. Not started Gate 3
7 PRD-led referral partner mapping with the ROD: primary care GPs, general dentists, oral surgeons in the Alpharetta market. In flight Gate 4, 5

Detailed Action Items

Priority Action Owner Why It Matters Gate
P1 Submit GBP title rebrand from "Home - John C. Harrell, DMD" to "Alpharetta Periodontics" via Marketing Request. Verify NAP, doctor names, and hours match website. OM This is the single biggest lift on Gate 1. The current title fragments your brand identity between Google and the website and suppresses local rank on "Alpharetta periodontist" searches. 1
P1 Onboard PeerLogic call tracking + PL Analytics (Scott pending). Provides the data Gate 3 is measured against. ROD Without PeerLogic, missed-call rate and call conversion can't be measured. Gate 3 stays Red as a default until live. 3
P1 Approve Neurality activation. AI answering picks up the calls your team misses, including GP referral calls. OM Direct lever on missed-call risk. For a Specialty practice, every missed referral call is a potential lost GP relationship. 3
P1 Select and stand up true online scheduling (Modento / NexHealth) on alpharettaperio.com so prospects can pick a real slot instead of waiting on a contact-form callback. Studio Online booking is the single largest conversion lever for a Specialty practice with strong reputation but no access path on the storefront. 1, 2
P1 Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle. Front DeskOM Moves the practice from 7 reviews/mo to the 10/mo gate target while protecting the 5.0★ / 246-review lifetime base. 4
P1 Stand up a structured patient-story capture workflow for periodontal cases (gum grafting, implants, sedation) — with patient permission, for review-request and website use. OMDoctor Periodontal case outcomes are the highest-converting reputation content for both patients and referring offices. 1, 4
P2 Baseline website audit follow-up — re-run the Phase-1 PSI + Firecrawl audit after the OSL vendor lands so we can right-size the patch-vs-rebuild call. Studio Holds the rebuild decision against measured data rather than guesswork. 1
P2 Add LocalBusiness/Dentist + Periodontics schema, publish Privacy Policy + ADA Accessibility Statement. Studio These typically score Red on Specialty sites without prior work — the lift from green-on-these alone is meaningful on the 50.0 baseline. 1
P2 Front desk team completes L&D phone skills training — Periodontal intake scripting plus GP referral handling. Front DeskROD Direct lever on call conversion once PeerLogic gives us the data. Pairs with Neurality to make Gate 3 green. 3
P2 Supply updated doctor bios, credentials, and 3-5 patient testimonials from periodontal cases. OM Unlocks Studio's Experience-Expertise-Authoritativeness-Trustworthiness (E-E-A-T) + testimonials work. Lifts website Doctor/Team Trust + Social Proof at the same time. 1, 4
P2 PGP / ROD: surface PRD-led GP, general dentist, and OS referral partner targets for the Alpharetta market and build the outreach package. PGPROD Stage one of the Advanced Care strategy for Alpharetta Periodontist is PRD-led referral growth — partner identification gates the whole workstream. 5
P2 Audit Yelp listing alias (currently harrell-john-c-dmd-pc-alpharetta) and request rename to "Alpharetta Periodontics" so reputation signal isn't fragmented across two identities. PGP Mirrors the GBP title rebrand. Even with only 2 Yelp reviews, the legacy doctor-handle alias surfaces in branded search and undercuts the brand cleanup. 1, 4
P2 Wire Reserve-with-Google on GBP once a true online scheduling vendor is selected and live on the website. PGP Captures GBP appointment intent and gives every Maps/Search visitor a one-tap booking path. Sequenced after vendor selection. 1, 2
P2 OM confirms Social Media access status (Facebook Page, Meta Business Manager, Instagram) for Korinne's low-volume Specialty cadence. OM Required before any social work can begin — even a low-volume Specialty cadence needs admin access. 1
P2 Stand up reusable on-site templates for periodontal / implant / sedation case stories (sequenced after baseline rebuild call). Studio Specialty case-story content drives both Gate 1 Social Proof score and Gate 4 referral-engine collateral. 1, 4
P3 ROD pulls Dental Intel + Power BI to confirm current new-patient mix from referrals (gates file shows YES, manual review confirms the size). ROD Sizes the referral opportunity for the Advanced Care plan and informs the PRD prioritization. 4, 5

Owner badges: Doctor Office Manager ROD Front Desk · plus PGP and Studio

Your 90-Day Roadmap

Here's the order we recommend tackling everything in. Top of the list = biggest impact on closing the gap to Advanced Care unlock. Reach out to John Mezick (ROD) — and Alpharetta Periodontist's incoming PGP once assigned — if you want to reshuffle.

Fix Now (Next 30 Days)

  • Submit GBP title rebrand to "Alpharetta Periodontics" via Marketing Request (Gate 1)
  • Onboard PeerLogic + PL Analytics so Gate 3 has data (Scott pending)
  • Activate Neurality AI answering to protect missed referral and patient calls (Gate 3)
  • Select an OSL vendor (Modento / NexHealth) and start the implementation on alpharettaperio.com (Gate 1, 2)
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle (Gate 4)

Office Input Needed (Next 30 Days)

  • Approve Neurality activation
  • Approve the Periodontics review-request workflow
  • Supply doctor bios, credentials, and 3-5 periodontal patient stories (with patient permission)
  • Confirm Social Media access status for the Korinne cadence rollout
  • OM rebrand sweep: verify NAP, hours, and listing alignment across GBP, website, and Yelp

Growth Team Work (In Flight)

  • PRD-led GP, general dentist, and OS referral partner mapping in the Alpharetta market
  • Periodontics referral-package collateral and outreach cadence
  • Yelp alias rebrand audit (legacy doctor handle → "Alpharetta Periodontics")
  • Studio queue lift sequencing — held until the post-PeerLogic baseline re-run confirms patch-vs-rebuild scope

Operations Coaching Opportunities

  • Front-desk Periodontal intake + GP referral call handling with L&D (Gate 3)
  • Post-treatment review-ask scripting for periodontal case workflow (Gate 4)
  • PRD referral-engine rollout coaching with ROD (Gate 4 + 5)

Future Advanced Care Consideration

  • Direct-to-consumer paid media unlocks once Gate 1 has a measured rebrand + score lift, Gate 3 has 30 days of PeerLogic data, and Gate 4 has 10+ reviews/mo
  • Referral-based periodontal + implant case growth is stage one of the Advanced Care strategy
  • Quarterly readiness review with John Mezick + assigned PGP
  • This is one of the highest-reputation Specialty practices in the SGA network — once Gates 1–4 hold, ad investment compounds faster here than almost anywhere else in the portfolio