Coastal Jaw Surgery - Palm Harbor Team

Office Manager email — confirm with PGP
PAYLOC: CJAWPHFLOO · Modis · Specialty · Palm Harbor, FL
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 May 17, 2026. Priority #1 for every office is making sure these match what's 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)Coastal Jaw Surgery at Palm Harbor
Address2711 Tampa Rd,
Palm Harbor, FL 34684, USA
Phone(727) 786-1631
Websitecoastaljaw.com/palm-harbor-fl/
StatusOperational
Google Place IDChIJCZXj7H3twogRbXKn-yrfYEw
Doctor NamesConfirm with OM — Coastal Jaw Surgery - Palm Harbor Team (names withheld from external view per internal policy)

Hours on Google

Monday8:00 AM – 5:00 PM
Tuesday8:00 AM – 5:00 PM
Wednesday8:00 AM – 5:00 PM
Thursday8:00 AM – 5:00 PM
Friday8:00 AM – 4:00 PM
SaturdayClosed
SundayClosed

Listing shows full Mon–Fri clinical coverage (Mon–Thu 8–5, Fri 8–4). The Friday hour is one hour shorter than Mon–Thu, worth a quick OM sanity check, but the overall hours profile is consistent with a primary network suite — not a satellite.

1 gate Red, 3 gates Yellow — Gate 3 is waiting on call data, Gates 1 + 4 lift fast with focused work.
Coastal Jaw Surgery - Palm Harbor is the volume anchor of the Coastal Jaw network — 4.7★ across 264 Google reviews and full Mon–Fri hours. The website score, call infrastructure, and the shared-title GBP cleanup all need work before Specialty growth investment compounds.

Top 3 Priorities — In Order

  1. Verify your name, address, phone (NAP), doctor names, and hours match between your website and your Google listing (GBP) — and resolve the GBP name mismatch (listing currently resolves under a different brand) Always step one · OM confirms · Submit Marketing Request for any changes
  2. Onboard PeerLogic call tracking + activate Neurality AI answering — Gate 3 is dark today PeerLogic is the call-tracking system that measures missed calls and conversion · Neurality is AI answering that picks up calls your team misses · Both are foundational for a Specialty practice that runs on referral phone volume
  3. Hit 10+ Google reviews per month (currently ~3/mo on a strong 4.7★ / 264-review base — cadence is the gap, not rating) Deploy Zappy review cards + QR codes · Add review-asks to morning huddle · Stand up Specialty case-story capture with patient permission
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 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 and the GP referrals that keep a Specialty practice strong.

Your Practice Growth Partner
Jayme Monroe
Practice Growth Partner · Coastal Jaw Surgery - Palm Harbor's PGP is being assigned under the 2026 cohort model. Until then, contact Matt Sesto (ROD) for anything in this report.
jmonroe@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
Matt Sesto · Regional Operations Director (ROD)msesto@sgadental.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 referring dentist or a self-researching patient ever calls your office, 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 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. Your job is to make sure the experience inside the four walls — the consult, the case discussion, the surgical day, the follow-up — 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 — even Specialty referrals now expect this option
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 full-arch growth — TV, Google, and social campaigns that send high-intent patients to practices that are ready for them. For Specialty practices like Coastal Jaw Surgery - Palm Harbor, that investment compounds with the GP referral engine you already run.

We only invest those dollars where the basics are solid. A Specialty practice that can't measure missed calls (no PeerLogic yet), can't catch the calls it does miss (Neurality inactive), and isn't building the review cadence that earns referring-GP confidence will burn through that media before it pays back. The opposite is also true: once the gates hold, every paid impression — and every referral — compounds.

Get Gates 1–4 green and Coastal Jaw Surgery - Palm Harbor 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.

SGA Patient Funnel Framework — Awareness through Advocacy

Click the framework to open it 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 Yellow

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

Your digital storefront is often the first impression a patient or referring GP has of your Specialty 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 Specialty practice before ever making a phone call. Inconsistent information, brand-identity mismatches on Google, weak case content, or thin trust signals can create immediate drop-off — especially when the referring GP is screening 2-3 oral surgeons before sending a complex case.

Outcome

A strong, trustworthy digital presence that improves visibility for self-referring patients, reassures the referring GP, and converts both audiences into booked consults.

Your Digital Storefront — At a Glance

Google Business Profile Yellow Baseline 84.7 (2026-05-17) → Current 84.7 (2026-05-18) Δ 0.0 · refresh on request

Coastal Jaw Surgery - Palm Harbor's GBP is the strongest single asset across the storefront — 84.7 baseline, 4.7★ across 264 reviews, scheduling button live on the listing. The active issue: the listing title is currently resolving as "Pinellas Periodontics & Implant Dentistry - Clearwater, FL" on the gates audit, which is the shared-title bleed across the entire Coastal Jaw multi-suite network — the same finding surfaces on the Tampa and Trinity briefings. Either a knowledge-graph conflation or the wrong primary GBP is being tracked. The PGP needs to confirm Coastal Jaw Surgery at Palm Harbor is the primary listing for this location and surface the network-wide cleanup work.

What's Next on GBP

  • Resolve the network-wide shared-title bleed — Pinellas Periodontics title is resolving across multiple Coastal Jaw locations on the gates audit; PGP confirms the Palm Harbor primary listing and queues the network-wide name/category cleanup via the Field Manager queue
  • Confirm Friday 8–4 hours are correct (one hour shorter than Mon–Thu 8–5) and that the M–F clinical coverage matches the website
  • Audit the GMB scheduling URL — currently routes to coastaljaw.com/appointment-request/, which is a lead form. Once a true online booking system is live, wire Reserve-with-Google to the real OSL
  • Keep the photo cadence steady — refresh quarterly with team, surgical suite, and exterior shots; review the latest baseline scoresheet for any gaps
Website Red Baseline 64.2 (2026-05-18) · refresh on request

coastaljaw.com/palm-harbor-fl/ scored 64.2 on the Phase-1 baseline — below the 70 threshold where the Storefront sub-card flips from Yellow to Red. The Palm Harbor page sits inside the same multi-location network site as Tampa and Trinity, which is structurally sound, but for a Specialty practice evaluated by referring GPs the page needs heavier trust signals (doctor bios, case stories, before/after), tighter Specialty SEO (LocalBusiness/Dentist + Specialty schema), and the basic legal compliance layer (privacy / ADA). The shared-title issue (see GBP sub-card) also affects how this page is read by Google.

Top Lifts

  • Trust signals: doctor bios with credentials, Specialty case stories with patient permission, testimonials surfaced on the Palm Harbor location page
  • SEO + technical: LocalBusiness/Dentist + Specialty schema, Privacy Policy + ADA Accessibility Statement, image optimization (lazy-load + compress)
  • Specialty-specific: GP referral landing page, case-mix education (implants / full-arch / wisdom teeth / sedation), insurance + financing transparency
  • True online booking: replace the appointment-request form with a real OSL (Modento / NexHealth) so high-intent patients can confirm a slot instead of waiting for a callback
Targeted patches inside the existing coastaljaw.com network rather than a full rebuild — the network template is the right structure for a multi-location Specialty group. The Studio queue focuses on Specialty-specific content depth and the legal/schema baseline. PGP confirms patch sequence.
Social Media See Drive Sheet Current state in Drive · refresh 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 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'll Check

  • Whether Facebook and Instagram are live for Coastal Jaw Surgery - Palm Harbor, and which Studio access flags (Page, Meta Business Manager, IG, IG↔FB link) are in hand
  • Whether the practice has the assets to support a low-volume Specialty content cadence — staff features, 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 Yellow

Can patients 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 a request form)
  • Clear scheduling pathways on Website and GBP

What We Review

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

Where Coastal Jaw Surgery - Palm Harbor Stands

  • New-patient availability inside 7 days — confirmed YES. Specialty capacity is healthy.
  • Scheduling CTA on GBP — YES. The "Book Online" button is published on the listing and routes to coastaljaw.com/appointment-request/.
  • True online booking — NOT YET. The destination is a request-an-appointment form (request → wait for callback), not a real online booking flow (pick a real slot → confirmed). For a Specialty practice this is workable, but it leaks high-intent prospects who want immediate confirmation — and it doesn't satisfy Reserve-with-Google. Stand up a real OSL (Modento / NexHealth) and re-point both GBP and the website.
  • Neurality — Inactive. AI answering layer is off; missed calls are not being recovered. See Gate 3.
  • Contact form is live on site.
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
  • Call conversion performance
  • Speed-to-lead processes
  • Form response workflows
  • AI answering and after-hours coverage
  • Front office scripting for Specialty intake
  • Tracking and reporting visibility

Where Coastal Jaw Surgery - Palm Harbor Stands

PeerLogic (call tracking) and PL Analytics are not yet live — this is the foundation this gate is measured on, and without it we have no data to score missed calls or call conversion. Neurality (AI answering) is also inactive. This combination is why Gate 3 reads Red today: the practice is operating without the instrumentation that would tell us how the front desk is performing.

How We Close The Gap

  • Onboard PeerLogic — Onboarding window is pending Scott. Once PeerLogic is live, the 30-day call data starts the clock on a real Gate 3 score
  • 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
  • L&D phone-skills training for the front desk — Specialty intake scripting plus GP referral handling
  • Once PeerLogic is live, PGP reviews the dashboard with the OM monthly and tunes from there
04 Patient Experience & Reputation Experience Layer Red

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 case 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 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
  • Specialty case-story capture (with patient permission)
  • Referral growth opportunities
  • Brand consistency and trust signals
  • Overall patient experience alignment

Reputation Signal Across Platforms

Google Reviews 4.7★ across 264 reviews — the strongest reputation foundation in the Coastal Jaw network. Current cadence is ~3 new reviews per month; the gate wants 10+/mo on a rolling basis. The rating is locked in; the only gap is volume velocity.
Yelp 3.6★ across 53 reviews — positive secondary signal (view listing). Above the 10-review threshold and just above the 3.5★ red-flag line. Yelp lags Google here (4.7★) but doesn't contradict it strongly enough to require active intervention. Track quarterly; don't invest in active solicitation.

Google is the primary platform; Yelp is a secondary signal that still surfaces in branded searches. We flag Yelp here only when it carries meaningful patient activity that contradicts the Google signal — which is not the case here.

Where Coastal Jaw Surgery - Palm Harbor Stands

  • Review base is the network's strongest — 264 lifetime Google reviews at 4.7★. The rating and volume both reassure a referring GP screening oral surgeons; the only gap is monthly cadence (currently ~3/mo vs the 10+/mo target)
  • New-review cadence is ~1 per month — well below the 10/mo bar; this is the highest-leverage move available on this gate
  • Referral program is live (YES) and >50% of new patients come from referrals (YES per gates CSV). That's the engine. The work is sizing it and protecting it with better review cadence
  • Specialty case-story capture is not yet standardized — implant, full-arch, and sedation cases that finish well are not being systematically turned into on-site case content and review asks
  • Lift plan: Zappy cards + QR codes at checkout · review-ask in the morning huddle · structured case-story capture with patient permission for the website and social
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 Coastal Jaw Surgery - Palm Harbor

Coastal Jaw Surgery - Palm Harbor is classified Specialty (Modis) inside a multi-location oral surgery network and sits as the volume anchor of that network on Google. The referral program is already live and >50% of new patients come from referrals — that's the engine. The constraint isn't demand or reputation; it's the instrumentation around demand (no PeerLogic yet, Neurality inactive), the review cadence that turns a strong base into compounding signal (3/mo on a 264-review base), the shared-title GBP cleanup that affects this location's Google identity, and the trust layer on the website that referring offices and self-screening patients evaluate.

Stage one of your Advanced Care strategy is referral-based growth — deepening implant, full-arch, and sedation referral pipelines with general dentistry, periodontal, and pediatric partners across the Palm Harbor / North Pinellas / Clearwater corridor. That's the highest-return lever available with the gates as they stand today, and the assets we build for it (referral package, doctor bios, before/after / case-story library) carry forward into the DTC unlock.

Direct-to-consumer advertising — SGA-funded implant and full-arch campaigns aimed at Specialty Modis practices — layers on as soon as Gate 3 (call tech onboarded + Neurality live + 30 days of clean data) and Gate 4 (review cadence at 10+/mo and Specialty case-story library standing up) move green. Holding moving to Advanced Care until those two gates clear.

Strategic Growth Areas Reviewed

  • Capacity and provider availability
  • Revenue opportunity and Specialty service mix
  • Implant, full-arch, sedation, wisdom-teeth growth potential
  • GP / perio / pedo referral and reactivation opportunities
  • SEO and organic visibility
  • Paid media readiness
  • Community outreach and GP partnerships
  • ROI alignment and budget planning

What We're Doing Now

  • Mapping implant + full-arch + sedation referral partner targets in the Palm Harbor / North Pinellas corridor
  • Preparing the Specialty case-mix outreach package for partner GPs and perio practices
  • Building Coastal Jaw Surgery - Palm Harbor's E-E-A-T + schema layer so referrals and DTC traffic land on a trust-ready Palm Harbor location page
  • Holding moving to Advanced Care until Gates 3 and 4 are green

Growth Team Work

Your Growth Team has work underway on Coastal Jaw Surgery - Palm Harbor 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.

14
Tasks identified
5
Ready to execute
5
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. Below are the current monthly investments tied to Coastal Jaw Surgery - Palm Harbor.

Investment Category Monthly
Foundational Growth Techstack
GoHighLevel marketing platform (pending) · PeerLogic call tracking (pending onboarding) · Promo Republic social publishing · Online scheduling vendor (pending selection)
Pending
Optional Web
Cookiebot · Userway ADA · SEO retainer
Pending
Total Monthly Investment Pending PGP setup

Work Categories In Flight

Category Tasks Status
Studio Backlog — Specialty case stories, doctor bios + testimonials, schema + legal compliance, OSL replacement 4 Open / awaiting office input
Field Manager Backlog — GBP listing identity cleanup, NAP / hours sync, hours expansion review 3 Mixed — PGP + OM
Marketing Approval Queue — PeerLogic onboarding, Neurality activation, Zappy, L&D, PRD referral engine, case-story capture, referral mix manual review 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

  • Specialty case-story templates and structured data + legal compliance lift on coastaljaw.com/palm-harbor-fl/
  • GBP listing identity cleanup — resolve the Pinellas Periodontics name mismatch
  • True online booking — OSL selection (Modento / NexHealth) and re-pointing GBP scheduling once live
  • Implant + full-arch + sedation referral package for the Palm Harbor / North Pinellas corridor
  • PeerLogic onboarding coordination with Scott · Neurality activation playbook
  • Social audit refresh in Drive sheet at the first working session
  • Holding Coastal Jaw Surgery - Palm Harbor moving to Advanced Care until Gates 3 and 4 are green

What We Need From You

  • Verify NAP, doctor names, and full Mon–Fri hours (Mon–Thu 8–5, Fri 8–4) match between website + GBP — confirm Friday hour discrepancy
  • Approve Neurality activation to protect patient and GP referral calls
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle
  • Approve the Specialty patient-story workflow with patient permission (Doctor + OM)
  • Front desk team completes Specialty-intake phone-skills training with Learning & Development (L&D)
  • Supply doctor bios, credentials, and 3-5 patient testimonials for coastaljaw.com/palm-harbor-fl/
  • Confirm the OM contact + a referral-program owner on the Coastal Jaw Surgery - Palm Harbor side

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
★ Verify NAP, doctor names, and hours match between website and GBP — and resolve the GBP listing identity mismatch. If anything is off, submit a Marketing Request to correct it. Manual check pending Gate 1
1 Reviews + Specialty case stories — Zappy cards + QR codes, daily review-ask in the morning huddle, post-treatment case-story workflow with patient permission. The single highest-leverage move on this gate. Not started Gate 4
2 Surface trust signals on coastaljaw.com/palm-harbor-fl/ — doctor bios with credentials, 3-5 testimonials, before/after with patient permission. Awaiting office input Gate 1, 4
3 PRD referral engine — stage one of Specialty Advanced Care strategy: build the implant / full-arch / sedation outreach package for GP + perio + pedo partners across the Palm Harbor / North Pinellas corridor. PGP build Gate 5
4 PeerLogic call tracking is onboarded (Scott pending), Neurality AI answering is live — AI answering picks up the calls your team misses; PeerLogic captures the data Gate 3 is measured on. Not started Gate 3
5 Front desk team has completed Specialty-intake + GP-referral phone skills training through the L&D Team. Not started Gate 3
6 True online booking is live — replace the appointment-request form with a real OSL (Modento / NexHealth) and re-point GBP scheduling to it. Not started Gate 1, 2
7 Partnering with Korinne for a low-volume Specialty content cadence on Instagram + Facebook (once the Drive social audit confirms access). Pending social audit refresh Gate 1

Detailed Action Items

Priority Action Owner Why It Matters Gate
P1 Verify NAP, doctor names, and Mon–Fri hours (incl. Friday 8–4) 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; the listing identity also resolves under a different brand name today. 1
P1 Onboard PeerLogic call tracking + PL Analytics (Scott pending) so Gate 3 has data to score. ROD Direct lever on Gate 3 — without PeerLogic, missed calls and call conversion are unmeasured. Foundation for every downstream coaching conversation. 3
P1 Approve Neurality activation. AI answering picks up calls your team misses; especially costly for a Specialty practice when the missed call is a referring GP. OM Direct safety net for missed-call recovery. Pairs with PeerLogic once both are live to push Gate 3 from Red toward Green. 3
P1 Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle. Front DeskOM Lifts the gap from 3/mo to 10+/mo Google reviews on top of a strong 4.7★ / 264-review base. Single highest-leverage move on Gate 4. 4
P1 Stand up Specialty patient-story capture workflow with patient permission — implant, full-arch, and sedation cases. DoctorOM Feeds the website case-story library, the referral package, and the review-ask flow. Force-multiplier for Gates 1, 4, and 5. 1, 4
P1 Studio: surface doctor bios with credentials and 3-5 patient testimonials on coastaljaw.com/palm-harbor-fl/. StudioOM Lifts the website trust signal layer; referring GPs and self-screening patients both evaluate this. Office supplies bios + selects testimonial patients. 1, 4
P1 PGP: resolve the GBP listing identity mismatch (currently resolves under Pinellas Periodontics). PGP Cleans up the Google entity for the Palm Harbor location (and the broader Coastal Jaw network) and unblocks downstream GBP work (Reserve-with-Google, NAP confirmation, categories). 1
P1 Studio: stand up implant / full-arch / sedation case-story templates on the Palm Harbor page (sequenced with patient-story workflow). Studio Unlocks the trust + content depth lift — without on-site case content, the referral package and DTC unlock both stay weak. 1, 4
P2 Studio: add LocalBusiness / Dentist + Specialty schema, publish Privacy Policy + ADA Accessibility Statement. Studio Brings the Palm Harbor page over the 70 threshold and clears the legal-compliance baseline expected of any SGA-network site. 1
P2 Studio: replace the appointment-request form with a true online booking system (Modento / NexHealth) on coastaljaw.com/palm-harbor-fl/. Studio Captures high-intent patients who want immediate confirmation; unlocks Reserve-with-Google on GBP once live. 1, 2
P2 OM confirms whether Friday 8–4 hours on the listing are accurate (one hour shorter than Mon–Thu) and that M–F coverage matches the website. OM Hours mismatches between website + GBP are the most common drop-off; OM is the only person who can confirm. 1
P2 Front desk team completes L&D phone skills training (Specialty intake + GP referral handling). Front DeskROD Direct lever on call conversion once PeerLogic is live; standardizes the GP referral intake script that protects the engine. 3
P2 PGP: map GP, perio, and pedo referral partner targets across the Palm Harbor / North Pinellas / Clearwater corridor and build the outreach package. PGP Stage one of the Advanced Care strategy — referral-based growth is the highest-return lever available while Gates 3 and 4 are still working out. 5
P3 ROD pulls Dental Intel + Power BI to confirm Coastal Jaw Surgery - Palm Harbor's current new-patient mix from referrals. ROD Manual review per the gates file — sizes the referral opportunity for the Advanced Care plan and confirms the >50% YES flag. 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 Matt Sesto (ROD) — and Coastal Jaw Surgery - Palm Harbor's incoming PGP once assigned — if you want to reshuffle.

Fix Now (Next 30 Days)

  • Onboard PeerLogic call tracking + activate Neurality AI answering (Gate 3 — the foundation; nothing downstream can be measured until this is live)
  • Resolve the GBP listing identity mismatch and confirm hours (Gate 1)
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle (Gate 4)
  • Studio stands up Specialty case-story templates + ships Privacy Policy + ADA statement (Gate 1, 4)

Office Input Needed (Next 30 Days)

  • NAP + Mon–Fri hours cross-check between website and GBP (confirm Friday 8–4 is correct)
  • Doctor + OM align on Specialty patient-story workflow with patient permission
  • Supply doctor bios, credentials, and 3-5 patient testimonials
  • OM confirms whether additional clinical days should be published on the GBP

Growth Team Work (In Flight)

  • Implant + full-arch + sedation referral package for Palm Harbor / North Pinellas GP, perio, and pedo partners
  • Website schema + legal compliance + image optimization pass on coastaljaw.com/palm-harbor-fl/
  • OSL selection (Modento / NexHealth) and Reserve-with-Google re-point once live
  • Monthly PeerLogic dashboard review with the OM (after PeerLogic onboards)

Operations Coaching Opportunities

  • Specialty intake + GP-referral phone-skills training with L&D (Gate 3)
  • Patient experience and review-ask scripting (Gate 4)
  • Specialty case-story capture workflow rollout with ROD (Gate 4 + 5)

Future Advanced Care Consideration

  • Direct-to-consumer paid media unlocks once Gates 3 and 4 hold green
  • Referral-based implant + full-arch + sedation growth is stage one of the Advanced Care strategy
  • Holding moving to Advanced Care until PeerLogic is live with 30 days of clean data and review cadence is at 10+/mo
  • Quarterly readiness review with Alison Thiede + assigned PGP