Coastal Jaw Surgery - Trinity Team
★ 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 these match what’s on your website — if anything is off, submit a Marketing Request and we’ll correct it within one business day.
| Practice Name (DBA) | Coastal Jaw Surgery at Trinity (canonical: Coastal Jaw Surgery — Trinity) |
| Address | 8845 Hawbuck St, Trinity, FL 34655 |
| Phone | (727) 375-0469 |
| Website | coastaljaw.com/trinity-fl |
| Status | Operational |
| Google Place ID | ChIJI3Kf2eeTwogRMHj6jo3uzPk |
| Doctor Names | Confirm with OM — Coastal Jaw Surgery - Trinity Team (names withheld from external view per internal policy) |
| Page Title Flag | DBA mismatch on page — the Trinity service page on coastaljaw.com currently carries the title "Pinellas Periodontics & Implant Dentistry - Clearwater, FL". Studio fix queued under ticket S-C003. |
Hours on Google
| Monday | 8:00 AM – 5:00 PM |
| Tuesday | 8:00 AM – 5:00 PM |
| Wednesday | 8:00 AM – 5:00 PM |
| Thursday | 8:00 AM – 5:00 PM |
| Friday | 8:00 AM – 4:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Please confirm hours match what’s published on coastaljaw.com/trinity-fl/. The GBP baseline audit scored 86.2 on 2026-05-17 — hours and core NAP pulled cleanly from Google.
Get Gates 1–4 green and Coastal Jaw Surgery — Trinity is in line for direct-to-consumer (DTC) advertising investment. Stage one of that path is the PRD referral engine.
Top 3 Priorities — In Order
- Verify your name, address, phone (NAP), doctor names, and hours match between your website and your Google listing (GBP) — and fix the Trinity page title that still reads as a different practice
- Onboard PeerLogic call tracking + activate Neurality AI answering so Gate 3 has data
- Stand up the review cadence to move from 3/mo toward 10/mo while protecting the 4.8★ / 322-review base
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 referrals that keep a Specialty practice strong.
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 — for both audiences. Your job is to make sure the experience inside the four walls matches what we’re showing the world.
Why We’re Holding This Bar Now
SGA is putting real advertising dollars behind implant, full-arch, 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, has a Trinity-specific page title that still reads as a different practice, or hasn’t standardized review capture 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 Coastal Jaw Surgery — Trinity 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
Every gate below maps to a stage of this funnel — from how patients first hear about you, all the way through to whether they become advocates who refer others.
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.
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 a 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 Green Baseline 86.2 (2026-05-17) → Current 86.2 (2026-05-18) Δ 0.0
GBP baseline scored 86.2 on 2026-05-17 — above the 85 Green threshold. The current rescore is flat at 86.2 (2026-05-18), no drift. NAP, hours, and the appointment-request link are present; the 4.8★ / 322 lifetime review base is a real reputation asset, and the scheduling CTA is live on the listing.
| What We Scored | Status |
|---|---|
| Name, Address, Phone (NAP) | Live GBP — OM cross-check pending (ticket F-C002) |
| Hours of Operation | Mon–Thu 8–5, Fri 8–4, Sat/Sun Closed |
| Categories & Description | Scored Green in baseline |
| Photos & Posts | Scored Green in baseline |
| Appointment / Reserve with Google | Request-an-appointment URL detected on profile (→ coastaljaw.com/appointment-request/); Reserve-with-Google not yet wired |
What’s Next on GBP
- Keep the 86.2 baseline holding — a refresh run is queued (F-C001) so we catch drift early
- Cross-check NAP, hours, and the Trinity-specific DBA against the website (the appointment-request URL on GBP currently routes to a website form, not a true online booking flow)
- 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 Red Baseline 64.2 (2026-05-18) — refresh on request
The Trinity service page on coastaljaw.com/trinity-fl/ scored 64.2 on 2026-05-18 — below the 70 Yellow threshold. The largest single drag on the score is a hard mismatch: the Trinity page still carries the title "Pinellas Periodontics & Implant Dentistry - Clearwater, FL", which hurts GP referral confidence and local search relevance for the Trinity location. Beyond the title fix, the site offers a contact form and an appointment-request page (lead form, not true booking), and Specialty case stories / before-after / testimonials are not surfaced systematically.
What’s Driving the Red
- Conversion: appointment-request page is a lead form, not a true online booking flow; sticky mobile CTA and above-the-fold appointment button can be tightened
- Trust signals: doctor bios with credentials, Specialty case stories with patient permission, testimonials not surfaced on the Trinity page
- SEO + technical: structured data (LocalBusiness/Dentist + OralSurgery schema), legal compliance (privacy / ADA statement), Lighthouse mobile performance
- Specialty-specific: GP referral landing page, case-mix education (wisdom teeth / implants / full-arch / sedation), insurance + financing transparency — plus the page-title fix is a Day-1 lift
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 oral-surgery 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 for the Trinity location 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, 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 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.
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 Specialty availability
- Office hours and accessibility
- GP referral intake workflow
Where Coastal Jaw Surgery — Trinity Stands
- New-patient availability inside 7 days — confirmed YES. Specialty capacity is healthy.
- Online scheduling on the website — no true online booking. coastaljaw.com/appointment-request/ is a lead form (request, wait for callback), not a true booking flow (pick a real slot, confirm). The gates row marks online_booking_live = YES because the request form is live, but there is no OSL vendor wired today. For a Specialty practice this is workable, but it leaks high-intent prospects who want immediate confirmation.
- Scheduling button on GBP — YES. The “Appointment” link on the Google listing points at coastaljaw.com/appointment-request/. Once a true online scheduling vendor is selected, wire it into Reserve-with-Google.
- Contact form live on site — YES.
- GMB matches website name — NO. The website title for the Trinity page reads “Pinellas Periodontics & Implant Dentistry - Clearwater, FL.” Studio fix queued under S-C003.
- Neurality AI answering — Inactive. A referred patient who calls outside hours currently lands in voicemail.
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.
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 (appointment-request follow-up)
- AI answering and after-hours coverage (Neurality)
- Front office scripting for Specialty intake
- Tracking and reporting visibility
Where Coastal Jaw Surgery — Trinity 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.
| Capability | Status |
|---|---|
| PeerLogic call tracking | Not live |
| PeerLogic Analytics | Manual review (no_analytics_col) |
| Neurality AI answering | Inactive |
| Missed-call rate | Manual review — pending PeerLogic onboarding (Scott) |
| NP call conversion | Manual review — pending PeerLogic onboarding (Scott) |
How We Close The Gap
- Onboard PeerLogic + PL Analytics — call tracking 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 an oral-surgery 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
- 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.
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
- Specialty case-story capture (with patient permission)
Reputation Signal Across Platforms
| Google Reviews | 4.8★ across 322 Google reviews lifetime — a genuinely strong base. Only 3 new reviews in the last 30 days vs. the 10/mo gate target. The lifetime quality is real reputation equity; the recent cadence is the gap we’re attacking. |
| Yelp | 4.3★ across 18 reviews — positive secondary signal (view listing). Above both the 10-review threshold and the 3.5★ floor, so the secondary platform reinforces the Google signal rather than contradicting it. |
Google is the primary platform; Yelp is a secondary signal that still surfaces in branded searches. With 18 Yelp reviews at 4.3★, the secondary platform is consistent with the 4.8★ / 322 Google base — no contradictory reputation signal to neutralize.
Where Coastal Jaw Surgery — Trinity Stands
- Strong lifetime Google base — 4.8★ on 322 reviews is real reputation equity. Most Specialty practices don’t have this kind of base to build from.
- Recent cadence is the gap — 3/mo over the last 30 days, vs. the 10/mo gate target. Specialty practices typically see lower review volume than General/AC, but the bar is the same.
- 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 Specialty experiences into Google reviews and into website testimonials.
- Specialty case outcomes (wisdom-tooth extractions, implants, full-arch, sedation cases) are exactly the kind of patient story Google and prospective referrers value most — they are not being captured systematically today.
- The lift is small — Zappy cards + QR codes at checkout, plus a post-treatment review-ask, typically moves a Specialty practice from 3/mo to 10+/mo inside 60 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.
Our Strategic Recommendation for Coastal Jaw Surgery — Trinity
Coastal Jaw Surgery — Trinity is a Specialty (oral surgery) practice with strong clinical capability, a genuinely strong lifetime Google reputation (4.8★ / 322 reviews), and a GBP baseline already in the Green (86.2). The opportunity isn’t reputation rebuild — it’s reputation protection and amplification, paired with a website page-title fix and a live call infrastructure. Three foundational pieces have to move before any direct-to-consumer (DTC) investment makes sense: the Trinity service page DBA / page-title fix (S-C003), a live call infrastructure that lets us measure Gate 3, and a review cadence that keeps the existing 4.8★ base from drifting.
Stage one of your Advanced Care strategy is the PRD-driven GP referral engine — for an oral-surgery practice, referral-based growth with primary care GPs, periodontists, and orthodontists in the Trinity / Pasco County / North Tampa Bay market is always the highest-return lever. The Practice Referral Development (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.
Direct-to-consumer advertising layers on as soon as the website page-title fix ships, 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
- Specialty case mix (wisdom teeth, implants, full-arch, sedation)
- Referral and reactivation opportunities
- Revenue opportunity by service line
- SEO and organic visibility for Specialty terms
- Paid media readiness (held until gates green)
- Community outreach and GP partnerships
- ROI alignment and budget planning
What We’re Doing Now
- Studio queue lift starting with the page-title / DBA fix on the Trinity service page (S-C003)
- Mapping GP, perio, and ortho referral partner targets in the Trinity / Pasco County / North Tampa Bay market
- Preparing referral-package collateral for the oral-surgery service mix
- Refreshing the GBP baseline (86.2) to catch any drift before Reserve-with-Google wiring
- Holding moving to Advanced Care until Gate 3 (PeerLogic + Neurality) and Gate 4 (review cadence) are green
Growth Team Work
Your Growth Team has work underway on Coastal Jaw Surgery — Trinity 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.
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 page-title fix ships and the website refresh audit confirms next-step scope |
TBD |
| Total Monthly Investment | Pending |
Work Categories In Flight
| Category | Tasks | Status |
|---|---|---|
| Studio Backlog — Page-title / DBA fix, true online booking wiring, schema + legal, Specialty case stories | 4 | Page-title fix first |
| Field Manager Backlog — GBP refresh audit, NAP/page-title cross-check, Reserve-with-Google wiring | 3 | Mixed — pending office input |
| Marketing Approval Queue — PeerLogic onboarding, Neurality activation, Zappy review cadence, PRD referral engine, L&D training, case-story capture, referral-mix 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
- Studio queue lift for the Trinity page — page-title / DBA fix first (S-C003), then true online booking wiring once OSL vendor is selected
- Refreshing the GBP baseline audit (86.2) to catch any drift and reporting back the delta
- PRD-led GP / perio / ortho referral partner mapping in the Trinity / Pasco / North Tampa Bay market
- Specialty referral package collateral and outreach cadence
- Selecting and onboarding a true online scheduling vendor (Modento / NexHealth) once the Studio rebuild scope is locked
- PeerLogic + PL Analytics onboarding (Scott pending) so Gate 3 has data
- Holding Coastal Jaw Surgery — Trinity 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 coastaljaw.com/trinity-fl/ and GBP — and confirm the Studio page-title fix when it lands
- Approve the Specialty 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 oral-surgery cases (with patient permission)
- Confirm the PRD referral-partner targets the ROD will surface for the Trinity / Pasco area
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 coastaljaw.com/trinity-fl/ and GBP. If anything is off, submit a Marketing Request to correct it. Confirm the Studio page-title fix when it lands. | Manual check pending | Gate 1 |
| 1 | Studio ships the Trinity page-title / DBA fix (S-C003). Highest-leverage Day-1 lift for GP-referral confidence and local search relevance. | In Studio queue | Gate 1 |
| 2 | Onboard PeerLogic call tracking + PL Analytics. Without this, Gate 3 can’t be measured at all. | Scott pending | Gate 3 |
| 3 | Activate Neurality — AI answering that picks up calls your team misses. Especially valuable for protecting GP referral calls. | Inactive | Gate 3 |
| 4 | Deploy Zappy review cards + QR codes; add a daily review-ask to the morning huddle. Move from 3/mo toward 10/mo while protecting the 4.8★ / 322-review base. | Not started | Gate 4 |
| 5 | Capture patient stories from oral-surgery cases (wisdom teeth, implants, full-arch, sedation) — 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. Specialty intake scripting plus GP referral handling. | Not started | Gate 3 |
| 7 | PRD-led referral partner mapping with the ROD: primary care GPs, periodontists, orthodontists in the Trinity / Pasco / North Tampa Bay market. | In flight | Gate 4, 5 |
Detailed Action Items
| Priority | Action | Owner | Why It Matters | Gate |
|---|---|---|---|---|
| P1 | Verify NAP, doctor names, and hours match between coastaljaw.com/trinity-fl/ and GBP. Submit a Marketing Request for any changes. | OM | Always the first step. Small inconsistencies hurt local rank and patient trust — and for a Specialty practice, also referring-GP confidence. | 1 |
| P1 | Studio ships the Trinity page-title / DBA fix on coastaljaw.com/trinity-fl/. | Studio | The Trinity page title currently reads as a different practice (“Pinellas Periodontics & Implant Dentistry - Clearwater, FL”) — the largest single drag on the website baseline. | 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 an oral-surgery practice, every missed referral call is a potential lost GP relationship. | 3 |
| P1 | Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle. | Front DeskOM | Moves the practice from 3 reviews/mo toward the 10/mo gate target while protecting the 4.8★ / 322-review lifetime base. | 4 |
| P1 | Stand up a structured patient-story capture workflow for oral-surgery cases (wisdom teeth, implants, full-arch, sedation) — with patient permission, for review-request and website use. | OMDoctor | Specialty case outcomes are the highest-converting reputation content for both patients and referring offices. | 1, 4 |
| P2 | Front desk team completes L&D phone skills training — Specialty 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 | Refresh the GBP baseline audit (86.2) to catch any drift before Reserve-with-Google wiring. | PGP | The GBP baseline is already Green; the refresh confirms it before we layer more on the listing. | 1 |
| P2 | Studio: once the page-title fix lands, queue the rebuild scope — true online booking vendor wiring, LocalBusiness + Dentist + OralSurgery schema, legal compliance, Specialty case-story templates. | Studio | Right-sizes the patch vs. rebuild call after the highest-leverage Day-1 fix lands. | 1, 2 |
| P2 | PGP / ROD: surface PRD-led GP, perio, and ortho referral partner targets for the Trinity / Pasco / North Tampa Bay market and build the outreach package. | PGPROD | Stage one of the Advanced Care strategy for Coastal Jaw Surgery — Trinity is PRD-led referral growth — partner identification gates the whole workstream. | 5 |
| 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 | Wire Reserve-with-Google on GBP once a true online scheduling vendor is selected and live on the website. | PGP | Captures the GBP appointment points and gives every Maps/Search visitor a one-tap booking path. Sequenced after vendor selection. | 1, 2 |
| 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 Alison Thiede (ROD) — and Coastal Jaw Surgery — Trinity’s incoming PGP once assigned — if you want to reshuffle.
Fix Now (Next 30 Days)
- Studio ships the Trinity page-title / DBA fix on coastaljaw.com/trinity-fl/ (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)
- Deploy Zappy cards + QR codes and add review-asks to the morning huddle (Gate 4)
- OM verifies NAP, doctor names, and hours match between coastaljaw.com/trinity-fl/ and GBP (Gate 1)
Office Input Needed (Next 30 Days)
- Approve Neurality activation
- Approve the Specialty review-request workflow
- Supply doctor bios, credentials, and 3-5 oral-surgery patient stories (with patient permission)
- Confirm Social Media access status for the Korinne cadence rollout
Growth Team Work (In Flight)
- PRD-led GP, perio, and ortho referral partner mapping in the Trinity / Pasco / North Tampa Bay market
- Specialty referral-package collateral and outreach cadence
- Studio queue lift sequencing — page-title fix first, then full Trinity-page lift after the refresh audit
- GBP refresh audit to confirm the 86.2 baseline still holds
Operations Coaching Opportunities
- Front-desk Specialty intake + GP referral call handling with L&D (Gate 3)
- Post-treatment review-ask scripting for Specialty 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 the Trinity page-title fix ships, Gate 3 has 30 days of PeerLogic data, and Gate 4 has rebuilt review cadence
- Referral-based oral-surgery + implant + full-arch growth is stage one of the Advanced Care strategy
- Quarterly readiness review with Alison Thiede + assigned PGP
- Coordination with the broader Coastal Jaw Surgery network on shared service-line campaigns once gates hold