Beaumont Family Dentistry Leestown Team

Office Manager email — confirm with PGP
PAYLOC: BEALEEKYDD · Lexington, KY · Advanced Care · Gen4
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 Lori Rendon · Regional Operations Director · dmilner@sgadental.com Sarah Alofs · Chief Growth Officer
Full team directory ↓

★ Verify Your Google Business Profile Details

We pulled these from your Google Business Profile on May 26, 2026. Priority #1 for every office is making sure these match your name, address, and phone (NAP) on your website — if anything is off, submit a Marketing Request and we'll correct it within one business day.

Submit a Correction →
Practice Name (DBA)Beaumont Family Dentistry At Leestown
Address100 Trade St Suite 175,
Lexington, KY 40511, USA
Phone(859) 368-8260
Websitebeaumontfamilydentistry.com/leestown
StatusOperational
Google Place IDChIJfziDNpZDQogRpWTQj5P4v0A
Doctor NamesConfirm with OM — Beaumont Family Dentistry Leestown Team (names withheld from external view per internal policy)

Hours on Google

Monday7:00 AM – 5:00 PM
Tuesday8:00 AM – 5:00 PM
Wednesday8:00 AM – 5:00 PM
Thursday8:00 AM – 5:00 PM
Friday7:00 AM – 4:00 PM
SaturdayClosed
SundayClosed

Please confirm hours match what's published on the Leestown landing page at beaumontfamilydentistry.com/leestown. The 7:00 AM Monday + Friday open is a real differentiator versus the sister Beaumont Family Dentistry locations and most Lexington competitors — do not lose it.

4 gates need work — and 1 is waiting on PeerLogic onboarding. Gates 1, 2, and 4 are yellow with concrete fixes; Gate 3 holds at red until PeerLogic call tracking goes live.
Beaumont Family Dentistry Leestown opens at 7:00 AM Mon + Fri with a 4.9★ / 734-review Google base — protect that signal while we close the website, booking, call tracking, and review-cadence gaps.

Top 3 Priorities — In Order

  1. Verify your name, address, phone (NAP), doctor names, and hours match between your Leestown landing page and your Google Business Profile (GBP) Always step one · OM confirms · Submit Marketing Request for any changes
  2. Onboard PeerLogic call tracking so Gate 3 has live data, and surface the Modento booking link as a one-tap action on the Leestown landing page Modento Reserve-with-Google is already live on GBP · Website + PeerLogic are the two open holes
  3. Drive missed-call rate below 18%, lift new-patient call conversion above 45%, and lift Google review cadence from 5/mo to 10+/mo Neurality AI answering is live (call_conversion 43.8%, missed 28.5% per last available data) · L&D phone training + Zappy cards close the gap
Your full Growth Sequence appears in "What We Need From You" below.
GATE 1
Digital Storefront Visibility
Yellow
GATE 2
New Patient Access
Yellow
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 call tech onboarding or 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 profile, 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.

Your Practice Growth Partner
Dakota Milner
Practice Growth Partner · Beaumont Family Dentistry Leestown's PGP is being assigned under the 2026 cohort model and will cover all three Beaumont locations (main, Hamburg, Leestown). Until then, contact Tim Gurske (ROD) for anything in this report.
dmilner@sgadental.com
Growth Leadership
Sarah Alofs · Chief Growth Officer
Account Team
Amy McNeill · VP of Field Marketing Dakota Milner · VP of Advanced Care
Your Direct Partners
Tim Gurske · Regional Operations Director (ROD)tgurske@gen4dental.com 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 new patient ever walks through your door, they meet you online. They check your Google listing, read your reviews, click through to your website, and sometimes look at your Instagram. That's your digital storefront — and if it isn't dialed in, the patient never calls.

Our job is to make sure that storefront is open, accurate, trusted, and easy to act on. 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 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. Implants, full-arch cases, and smile makeovers need more than visibility — ads pointed at a practice that can't answer the phone, book the appointment, or deliver a five-star experience are wasted money.

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

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

The Patient Funnel — The Growth Team's Framework: stages of patient engagement from advertising and awareness through digital storefront, lead capture, and appointment booking, then showed for appointment, treatment presented, and treatment accepted.

Click the framework to open it full-size.

The Gates to Unlocking New Patient Growth

Most dental practices 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 Yellow

Can patients find and trust your practice online?

Your digital storefront is often the first impression a patient has of your practice. Before growth can happen, patients must be able to easily find accurate information, trust your brand, and confidently take the next step.

Why It Matters

Patients 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.

Outcome

A strong, trustworthy digital presence that improves visibility, patient confidence, and conversion opportunity.

Your Digital Storefront — At a Glance

Google Business Profile Green Baseline 90.7 (2026-05-26) · Grade A · refresh on request

Beaumont Family Dentistry Leestown's GBP is the strongest single asset in this audit — 4.9★ across 734 reviews, Modento scheduling button live on the listing (via book.modento.io with a Reserve-with-Google token), NAP and categories clean, and a 7:00 AM Monday + Friday open posture that few Lexington competitors match. The lift sits in photo cadence and protecting hours sync to the website.

Sub-CategoryScore
Name, Address, Phone (NAP)28 / 30 (93%) Green
Category Selection20 / 20 (100%)
Description10 / 10 (100%)
Photos13 / 15 (87%) Yellow
Appointment / Reserve with Google20 / 25 (80%) Green

What's Next on GBP

  • Keep Modento scheduling button healthy — the GBP "Book Online" link routes through book.modento.io/beaumont-family-dentistry-leestown/g/google-schedule-link; PGP audits monthly
  • Quarterly photo refresh — team, treatment-room, exterior, and Advanced Care case shots to push the photo sub-score to 100%
  • Confirm GBP hours match the published hours on beaumontfamilydentistry.com/leestown (7:00 AM Mon + Fri open is the differentiator versus the sister Beaumont locations; do not lose it)
Website Red Baseline 66.8 (2026-05-26) · refresh on request

beaumontfamilydentistry.com (which hosts the /leestown landing page) is below the 70-point threshold — the site converts on brand strength, but conversion paths, trust signals, schema, and patient-resource depth all need a structured lift. There's no true online booking surfaced on the Leestown landing page itself today (the GBP scheduling button uses Modento, but the site doesn't expose a one-tap path), which holds Gate 2 at Yellow. All three Beaumont locations share the same parent domain, so Studio fixes ripple across the network.

Where the Lift IsScore
Conversion Strategy (booking pathways)52 / 100 Red
Structured Data / Schema22 / 100 Red
Legal Compliance (privacy, ADA, terms)48 / 100 Red
E-E-A-T (author/credential markup)55 / 100 Yellow
Patient Resources / Insurance + Financing61 / 100 Yellow
Strongest AreasScore
Core SEO & Crawlability84 / 100 Green
Mobile UX88 / 100 Green
Social Media linkage82 / 100 Green

Top Lifts

  • Stand up a true online booking path on the Leestown landing page (Modento link surfaced as a primary header/hero button) — closes the Gate 2 gap
  • Publish Privacy Policy + ADA Accessibility Statement in the footer (shared across all three Beaumont locations)
  • Add LocalBusiness / Dentist + Person/Author schema scoped to each location page — Leestown, Hamburg, main
  • Deepen the Leestown doctor bios with credentials, education, memberships (E-E-A-T)
  • Clarify insurance + financing pathways on the Leestown landing page and a dedicated patient-resources hub
Site is in scope for a Studio refresh, not a full rebuild — targeted patches lift Conversion, Schema, and Legal Compliance to clear 70 and unlock Gate 1 Green. Because the three Beaumont locations share a domain, the patch sequence is coordinated across all sister sites; your ROD and PGP will confirm the order.
Social Media Yellow See Drive sheet — confirm access + cadence with Korinne

Current social-audit detail lives in the SGA Social Media Audit Drive sheet (refresh on demand). All three Beaumont locations historically run shared brand accounts, so Leestown's content cadence is tied to the parent. Confirm Facebook Page access, Meta Business Manager access, Instagram access, and Instagram-linked-to-Facebook status with Korinne before the cadence rollout.

Current State

  • Confirm channels and handles with Korinne (Studio) — re-pull the Drive social audit row before publishing
  • Access matrix (Facebook Page · Meta Business Manager · Instagram · IG linked to FB) — verify on next audit refresh
  • Decide whether Leestown gets dedicated location-tagged posts or remains under the parent Beaumont feed

What's Next on Social

  • Korinne (Studio) takes cadence to weekly across active platforms
  • Promote the Leestown Modento scheduling link in IG bio + FB call-to-action button when location is tagged
  • Layer in patient stories, team content, and Advanced Care case features once consent flow is signed off
  • Reuse GBP photos as a baseline content library
02 New Patient Access Access Layer Yellow

Can patients easily schedule and be seen quickly?

Today's patients expect convenience, flexibility, and fast access to care. Even strong marketing cannot overcome limited availability or scheduling friction. This gate focuses on reducing barriers between patient intent and appointment availability.

Marketing should not drive demand into a scheduling bottleneck.

Success Metrics

  • 3rd Next Available NP Appointment ≤ 7 Days
  • Online Scheduling Enabled
  • Clear scheduling pathways on Website and GBP

What We Review

  • NP appointment availability
  • Online scheduling accessibility
  • Phone response pathways
  • Emergency and same-day availability
  • Office hours and accessibility
  • Schedule optimization

Where Beaumont Family Dentistry Leestown Stands

  • Scheduling button is live on Google Business Profile (Modento — book.modento.io/beaumont-family-dentistry-leestown/g/google-schedule-link with a Reserve-with-Google token)
  • Online booking is not surfaced on the Leestown landing page itself — patients hitting beaumontfamilydentistry.com/leestown don't see a one-tap booking path; this is the open gap
  • New-patient availability inside 7 days — confirmed YES
  • Contact form is live on site
  • Neurality AI answering is live (Active per crosswalk), so after-hours booking inquiries get picked up — keeping the Modento link visible compounds that win
  • Action: surface the Modento booking link as a primary header + hero button on the Leestown landing page; closes Gate 2 and lifts Conversion Strategy on the website score at the same time
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.

Every missed call is a missed growth opportunity.

Success Metrics

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

What We Review

  • Missed call percentage
  • Call conversion performance
  • Speed-to-lead processes
  • Form response workflows
  • AI answering and after-hours coverage
  • Front office scripting and consistency
  • Tracking and reporting visibility

Where Beaumont Family Dentistry Leestown Stands

PeerLogic (call tracking) is NOT yet live at the Leestown location even though PL Analytics is connected — this gate is held at Red until the PeerLogic tracking line is onboarded. Neurality (AI answering) is live and Active per the crosswalk, so the AI answering side of the call stack is already in place. The available signals point to the same two gaps the sister Beaumont locations are working through:

MetricLeestown (latest available)Target
Missed call rate28.5% Red< 18%
New-patient call conversion43.8% Yellow≥ 45%
PeerLogic call tracking liveNot onboardedActive

How We Close The Gap

  • Onboard PeerLogic call tracking on the Leestown line — without it, we are flying blind on missed-call routing and Gate 3 cannot move off Red regardless of operational lift
  • Neurality is already Active — confirm AI answering is configured for after-hours and overflow at Leestown; review pickup rate weekly with the OM
  • L&D phone-skills training for the front desk — scripting + objection handling + new-patient-specific intake flows; direct lever on the 43.8% conversion rate (a single percentage point closes Gate 3 once tracking is live)
  • Once PeerLogic is live, PGP reviews the dashboard with the OM monthly — target is 18% missed and 45%+ conversion within 60 days of onboarding
04 Patient Experience & Reputation Experience Layer Red

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

Long-term growth is fueled by patient experience. Practices that consistently deliver exceptional experiences generate stronger reviews, higher retention, and more referrals. This gate focuses on the patient journey after the appointment is scheduled.

The best growth strategy is creating an experience patients 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
  • Overall patient experience alignment

Reputation Signal Across Platforms

Google Reviews 4.9★ across 734 reviews — a strong, deep base for a Leestown-corridor location. Current cadence is ~5 new reviews per month; the gate wants 10+/mo on a rolling basis.
Yelp 3.3★ across 6 reviews — low Yelp activity (view listing). Yelp is not a meaningful patient-discovery channel for this location today; no red-flag callout required.

Google is the primary platform; Yelp is a secondary signal that still surfaces in branded searches. With only 6 Yelp reviews, Leestown's Yelp surface is too thin to move patient choice — focus the review push on Google and let Yelp catch up organically.

Where Beaumont Family Dentistry Leestown Stands

  • Google review base is a real asset — 734 reviews at 4.9★ on a multi-year cadence
  • New-review cadence is ~5 per month — below the 10/mo bar; concentrate the asks on Google to lift volume
  • Yelp activity is low (6 reviews at 3.3★) — secondary surface only; not currently driving patient choice and no triage required
  • Referral program is on manual review (PGP-tracked); new-patient mix from referrals is currently NO ≥50% — referral program needs to launch as part of Gate 5
  • The lift is small on Google — Zappy cards + QR codes at checkout, plus a daily review-ask in the morning huddle, typically gets practices from 5 to 12+ per month inside 30 days
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 Beaumont Family Dentistry Leestown

Beaumont Family Dentistry Leestown is classified Advanced Care and brings real strength to the cohort — a 4.9★ Google review base on 734 reviews, a Grade-A GBP (90.7), Neurality AI answering live, Modento scheduling button live on GBP, and a 7:00 AM Monday + Friday open posture that very few Lexington competitors match. The lift is concentrated in four places: PeerLogic call-tracking onboarding (Gate 3 cannot move until this happens), the website storefront (66.8 → needs to clear 70), the call-conversion stack (28.5% missed / 43.8% conversion), and Google review cadence (5/mo).

Stage one of your Advanced Care strategy is referral-based growth — implant, full-arch, and cosmetic referral pipelines with primary care, periodontal, and oral surgery partners across the Leestown / North Lexington corridor. Beaumont runs three locations (main, Hamburg, Leestown) so the referral package and doctor-bio assets we build at Leestown plug directly into a network-level pitch. That's the highest-return lever available with the gates as they stand today, and the assets carry forward into the DTC unlock.

Direct-to-consumer advertising — SGA-funded implant and cosmetic campaigns — layers on as soon as Gate 1 (website lift), Gate 3 (PeerLogic + call stack), and Gate 4 (review cadence) move green. That's the unlock: ad dollars only pay off when every Lexington patient who lands on the Leestown landing page can book in one tap, every call is tracked and answered, and every patient experience earns a Google review.

Strategic Growth Areas Reviewed

  • Capacity and provider availability
  • Revenue opportunity and service mix
  • Hygiene, GP, specialty, ortho, implant growth potential
  • Referral and reactivation opportunities
  • SEO and organic visibility
  • Paid media readiness
  • Community outreach and partnerships
  • ROI alignment and budget planning

What We're Doing Now

  • Coordinating PeerLogic onboarding for the Leestown line so Gate 3 has live tracking data
  • Mapping implant + cosmetic referral partner targets in the Leestown / North Lexington corridor (tied into the parent Beaumont network pitch)
  • Preparing implant + full-arch content for the referral package — shared with the Hamburg + main locations
  • Building Beaumont's website conversion, schema, and E-E-A-T layer so DTC traffic lands on a trust-ready site (one fix, three locations)
  • Holding moving to Advanced Care until Gates 1, 3, and 4 are green

Growth Team Work

Your Growth Team has work underway on Beaumont Family Dentistry Leestown 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
6
Awaiting your input
2
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. Below are the current monthly investments tied to Beaumont Family Dentistry Leestown.

Investment Category Monthly
Foundational Growth Techstack
Neurality AI answering (live) · Modento online scheduling (live on GBP) · Promo Republic social publishing · PeerLogic call tracking (onboarding in flight)
$185.00
Optional Web
Cookiebot · Userway ADA · SEO retainer
$211.00
Total Monthly Investment $396.00

Work Categories In Flight

Category Tasks Status
Studio Backlog — Website lifts (booking CTA, legal, schema, E-E-A-T, patient resources) 5 Open
Field Manager Backlog — GBP photo cadence, Modento Reserve monitoring, NAP / hours sync 4 Mixed — 2 open, 2 awaiting office
Marketing Approval Queue — Zappy review huddle, PeerLogic onboarding, referral program, L&D, referral package, testimonials, DI/PBI confirm 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

  • PeerLogic onboarding for the Leestown line (Gate 3 unlock)
  • Website lifts: surface Modento booking link, Privacy / ADA policies, LocalBusiness + Dentist schema, patient-resources hub
  • GBP cleanup: photo cadence refresh, Modento Reserve URL monitoring
  • Social cadence + cross-promotion of Leestown Modento booking link (Korinne)
  • Implant + cosmetic referral package for the Leestown / North Lexington corridor partners (shared with sister Beaumont locations)
  • PeerLogic dashboard review with the OM monthly (once onboarding completes)
  • Holding Leestown 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 the Leestown landing page + GBP
  • Confirm Neurality (AI answering) is configured for after-hours + overflow on the Leestown line; review weekly with the OM
  • Deploy Zappy cards + QR codes at the Leestown front desk and add review-asks to the morning huddle (Google-first)
  • Approve in-office referral program structure (Doctor + OM)
  • Front desk team completes phone-skills training with Learning & Development (L&D)
  • Supply Leestown doctor bios, credentials, and 3-5 patient testimonials
  • Approve Modento booking surfacing on the Leestown landing page header + hero

Your Office Growth Sequence

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

Step Priority Status Gate
★ Verify NAP, doctor names, and hours match between website and GBP. If anything is off, submit a Marketing Request to correct it. Manual check pending Gate 1
1 Online scheduling is live on both website and GBP. Modento is live on GBP — the Leestown landing page still needs the booking link surfaced as a primary header/hero call-to-action. Half-live Gate 2
2 10+ Google reviews per month. Currently ~5/mo on a 4.9★ / 734-review base — deploy Zappy cards + QR codes and add review-asks to the morning huddle. Below bar Gate 4
3 Neurality is live — AI answering that picks up calls your team misses. PeerLogic call tracking still needs to onboard on the Leestown line so Gate 3 has live data. Half-live Gate 3
4 50%+ of new patients come from referrals. If not, launch a referral program. Not started Gate 4, 5
5 Partnering with Korinne for content cadence on Instagram + Facebook (access + handles to be confirmed on next social-audit refresh; coordinate with sister Beaumont locations). In flight Gate 1
6 Front desk team has completed phone skills training through the L&D Team. Direct lever on the 43.8% call-conversion rate. Not started Gate 3
7 Confirm membership / in-house savings plan and align with the 7:00 AM Mon + Fri Leestown positioning. PGP review Gate 1

Detailed Action Items

Priority Action Owner Why It Matters Gate
P1 Verify NAP, doctor names, and hours match between website and GBP. Submit a Marketing Request for any changes. OM Always the first step. Small inconsistencies hurt local rank and patient trust. 1
P1 PGP + ROD: onboard PeerLogic call tracking on the Leestown line so Gate 3 has live data and the call-conversion lift work has visibility. PGPROD Gate 3 cannot move off Red until tracking is live; this is the single biggest gate-level unlock available right now. 3
P1 Studio: surface the Modento booking link as a primary header + hero call-to-action on beaumontfamilydentistry.com/leestown. Studio Closes the Gate 2 gap (online booking not surfaced on the Leestown landing page) and lifts Conversion Strategy on the website score at the same time. 1, 2
P1 Deploy Zappy cards + QR codes throughout the Leestown office; add a review-ask to the daily morning huddle (Google-first). Front DeskOM Closes the gap from 5/mo to 10+/mo Google reviews on a 4.9★ / 734-review base. 4
P1 Approve referral program launch — target 50%+ of new patients from referrals. DoctorOM Highest-ROI new patient source; this is stage one of Leestown's Advanced Care recommendation in Gate 5 and feeds the network-level Beaumont implant pitch. 4, 5
P1 Studio: ship Privacy Policy + ADA Accessibility Statement, then layer LocalBusiness + Dentist + Person schema scoped to the Leestown landing page (plus sister locations). Studio Lifts Legal Compliance (48 → 90+) and Structured Data (22 → 80+); biggest single jump available on the 66.8 website score, and the fix benefits all three Beaumont locations. 1
P2 Front desk team completes L&D phone skills training. Front DeskROD Direct lever on the 43.8% new-patient call conversion. Pairs with PeerLogic + Neurality to make Gate 3 green once PeerLogic is live. 3
P2 Supply updated Leestown doctor bios, credentials, and 3-5 patient testimonials. OM Unlocks Studio's E-E-A-T + testimonials work (S-L004 + M-L006). Lifts website Doctor/Team Trust + Social Proof at the same time. 1, 4
P2 Studio: clarify insurance + financing pathways and build a patient-resources hub. Studio Lifts Patient Resources score (61 → green) and reduces drop-off for self-pay and Advanced Care leads. 1
P2 ROD pulls Dental Intel + Power BI to confirm Leestown's current new-patient mix from referrals. ROD Manual review per the gates file — sizes the referral opportunity for the Advanced Care plan. 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 Tim Gurske (ROD) — and Beaumont's incoming PGP once assigned — if you want to reshuffle.

Fix Now (Next 30 Days)

  • PGP + ROD onboard PeerLogic call tracking on the Leestown line (Gate 3 unlock)
  • Studio surfaces the Modento booking link as a primary header + hero CTA on the Leestown landing page (Gate 1 + 2)
  • Deploy Zappy cards + QR codes and add Google review-asks to the morning huddle (Gate 4)
  • Studio ships Privacy Policy + ADA statement and the first schema pass (Gate 1, benefits all three Beaumont locations)

Office Input Needed (Next 30 Days)

  • NAP + hours cross-check between the Leestown landing page and GBP
  • Doctor + OM align on referral program incentive structure
  • Supply Leestown doctor bios, credentials, and 3-5 patient testimonials
  • Confirm Neurality after-hours + overflow config on the Leestown line with the OM

Growth Team Work (In Flight)

  • Implant + cosmetic referral package for the Leestown / North Lexington corridor — primary care, perio, and OS partners (shared with sister Beaumont locations)
  • Website E-E-A-T + LocalBusiness/Dentist schema pass
  • Patient resources + insurance/financing clarity pass on the website
  • Monthly PeerLogic dashboard review with the OM (once onboarding completes)

Operations Coaching Opportunities

  • Front-desk call-conversion training with L&D (Gate 3)
  • Patient experience and review-ask scripting (Gate 4)
  • Referral-program rollout coaching with ROD (Gate 4 + 5)

Future Advanced Care Consideration

  • Direct-to-consumer paid media unlocks once Gates 1, 3, and 4 hold green
  • Referral-based implant + cosmetic growth is stage one of the Advanced Care strategy — Leestown plugs into the network-level Beaumont pitch alongside main + Hamburg
  • Leestown brings a 4.9★ / 734-review base and a 7:00 AM Mon + Fri open posture into Lexington — protect that lead by closing the website conversion, call-stack, and review-cadence gaps now
  • Quarterly readiness review with Lori Rendon + assigned PGP