Hale and Hale DDS Team

—
PAYLOC: HALHALCADD · Santa Monica, CA · General
Prepared by Your Growth Team
Practice Growth Partner
—
Briefing date: June 27, 2026
Your Growth Team
Practice Growth Partner · Your day-to-day contact for everything in this report Regional Operations Director · Your 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 27, 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)Hale & Hale, DDS
AddressSanta Monica, CA
Phone—
Websitesbhaledds.com
StatusOperational
Doctor NamesDr. Susan Hale and Dr. Brent Hale — confirm spelling, order, and separate GBP listings

Hours on Google

Monday—
Tuesday—
Wednesday—
Thursday—
Friday—
Saturday—
Sunday—

Please confirm hours and verify that website hours match Google exactly.

2 gates need attention — and 3 are pending data or evaluation.
Here's where you stand — and what gets us there together.

Top 3 Priorities — In Order

  1. Add a GBP owner description (currently 0/10) — 150+ chars covering services, Santa Monica location, cosmetic/implant differentiators. Highest-impact GBP gap · Studio drafts · OM approves
  2. Expand GBP photos to 50+ (especially clinical/cosmetic before-after style). Only 10 photos currently · Santa Monica is a visual, high-value market
  3. Investigate Dr. Susan Hale and Dr. Brent Hale separate GBP listings — consolidate or suppress duplicates. Duplicate listings split reviews and confuse search signals
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
Pending
GATE 4
Patient Experience & Reputation
Pending
GATE 5
Growth Acceleration Strategy
Pending

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.

Your Practice Growth Partner
Jenn Freemyer
Practice Growth Partner · Your day-to-day contact for everything 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
Regional Operations Director (ROD)
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 D 65.3 / 100 · Grade D

Has TrueLark scheduling (18/25 appointment). No GBP description (0/10). Only 10 photos. Possible separate listings for Dr. Susan Hale and Dr. Brent Hale — dedup needed. Santa Monica is a competitive market; GBP strength is critical.

Sub-CategoryScore
Name, Address, Phone (NAP)21 / 25 (84%)
Category Selection17 / 20 (85%)
Description0 / 10 (0% — no description)
Photos6 / 15 (40% — only 10 photos)
Appointment Link18 / 25 (72% — TrueLark active)

What's Next on GBP

  • Add GBP owner description (0/10 currently) — 150+ chars covering services, Santa Monica location, cosmetic/implant differentiators
  • Expand GBP photos to 50+ (especially clinical/cosmetic before-after style)
  • Investigate Dr. Susan Hale and Dr. Brent Hale separate GBP listings — consolidate or suppress duplicates
  • Confirm TrueLark booking link is live on GBP profile booking button
Website Yellow 73.8 / 100

Website at sbhaledds.com shows decent performance (73.8). Santa Monica high-value cosmetic/general market.

SectionWeightScore
——Full audit details available on request

What's Next on Website

  • Confirm TrueLark scheduling link is properly integrated on website booking path
  • Ensure website reflects both Dr. Susan Hale and Dr. Brent Hale with current bios and headshots
  • Santa Monica is a high-value cosmetic market — ensure services pages highlight cosmetic and implant offerings
Website is solid at 73.8. The primary storefront gap is the GBP (65.3 / Grade D), not the website — prioritize GBP fixes first.
Social Media Not Scored Social audit pending

Social media audit not yet completed for Hale and Hale DDS. Studio will conduct a social profile review and provide access verification and cadence assessment.

Current State

  • Social media presence not yet audited
  • Studio to verify Facebook and Instagram profile access and posting cadence

What's Next on Social

  • Studio to identify and audit active social profiles
  • Verify access and posting cadence on Facebook and Instagram
  • Establish baseline for organic content strategy in Santa Monica market
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 Hale and Hale DDS Stands

  • TrueLark is active — scheduling pathway exists (18/25 on GBP appointment)
  • Confirm TrueLark booking link is live and correctly wired on the GBP profile booking button
  • New Patient appointment availability to be confirmed with office
  • Contact form and scheduling path via sbhaledds.com to be verified for real-time open-calendar access
03 Lead Response & Call Conversion Conversion Layer Pending

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 ≥ 55%
  • 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 Hale and Hale DDS Stands

PeerLogic call intelligence not yet evaluated. Once PeerLogic is live and we have 30 days of data, this gate will move from Pending to a measured status. PeerLogic — call tracking that scores how every inbound call is handled, and the system this gate is measured with. It's already part of your techstack investment; once we have 30 days of data, this gate will move from Pending to a measured status.

  • PeerLogic call intelligence not yet evaluated for this practice
  • TrueLark is active — after-hours coverage and scheduling automation may be in place
  • Call conversion baseline not yet captured
  • Without call data, this gate cannot be graded — stand up the measurement stack first
04 Patient Experience & Reputation Experience Layer Pending

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

Where Hale and Hale DDS Stands

  • 403 Google reviews per month — below the 10/month target; closing this gap is the single highest-leverage Gate 4 move
  • Referral program is not yet live — opportunity to formalize once review cadence is established
  • % of NP from referrals is currently unknown — needs measurement
  • Front desk review-ask not yet formalized at checkout (Zappy review cards + huddle integration)
  • Web Social Proof section is 25/100 — adding award/certification/association badges and an embedded review widget is a quick lift
05 Growth Acceleration Strategy Scale Layer Pending

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 the Hale and Hale DDS Team

The reputation foundation is excellent: 403 Google reviews with a 5.0 star rating in a high-value Santa Monica market is a meaningful asset. The primary gap is the digital storefront — GBP at 65.3 (Grade D) is underperforming relative to the practice's actual quality, primarily due to no owner description and only 10 photos. TrueLark is active, which means a scheduling pathway exists.

Our recommendation for the next 90 days is close the GBP gaps to unlock the full value of the existing reputation. Specifically: add a GBP owner description, expand photos to 50+, investigate and resolve the possible duplicate Dr. Susan Hale / Dr. Brent Hale listings, and confirm TrueLark is properly wired to the GBP booking button. Once Gates 1–4 are evaluated and green, the strong reputation and high-value Santa Monica market position Hale and Hale DDS well for growth acceleration.

Address GBP description and photo gaps before paid media investment in the competitive LA market. The 5.0 star rating and 403 reviews are a powerful signal — make sure Google can surface them properly.

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

  • GBP owner description draft — covering services, Santa Monica location, cosmetic/implant differentiators
  • GBP photo expansion plan — targeting 50+ photos with clinical/cosmetic content
  • Duplicate GBP listing investigation (Dr. Susan Hale vs. Dr. Brent Hale)
  • TrueLark GBP booking button verification
  • PeerLogic call-tracking enrollment to capture Gate 3 baseline
  • Social media profile audit and access verification

Growth Team Work

Your Growth Team has work underway on the Hale and Hale DDS storefront 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
8
Ready to execute
4
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 Hale and Hale DDS.

Investment Category Monthly
Foundational Growth Techstack
GoHighLevel marketing platform ($5) · PeerLogic Phones ($129) · PeerLogic call tracking ($80) · Promo Republic social publishing ($45)
$259.00
Optional Web
Cookiebot ($16) · Userway ADA ($25) · SEO ($170)
$211.00
Total Monthly Investment $470.00

Work Categories In Flight

Category Tasks Status
Studio Backlog — Website Tune-up + Scheduling Consolidation 10 Open
Google listing corrections (GBP + NAP) + FB/IG access recovery 5 Awaiting office input
Marketing Approval Queue 3 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

  • GBP owner description draft (150+ chars, services, Santa Monica, cosmetic/implant)
  • GBP photo expansion to 50+ (clinical/cosmetic content)
  • Duplicate GBP listing investigation and resolution (Dr. Susan Hale / Dr. Brent Hale)
  • TrueLark GBP booking button verification
  • PeerLogic call-tracking enrollment
  • Social media profile audit and access verification

What We Need From You

  • Confirm NAP, doctor names, and hours match between sbhaledds.com and GBP listing
  • Confirm TrueLark booking link is correctly wired to the GBP booking button
  • Provide practice photos for GBP (team, clinical/cosmetic, operatory) — target 50+
  • Clarify whether Dr. Susan Hale and Dr. Brent Hale maintain separate GBP listings or share one
  • Enroll in PeerLogic call tracking to establish Gate 3 baseline

Your Office Growth Sequence

This is the priority order we work every 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 sbhaledds.com and GBP. Submit Marketing Request for any changes. Not started Gate 1
1 Add GBP owner description (0/10 currently) — 150+ chars covering services, Santa Monica location, cosmetic/implant differentiators. Not started Gate 1
2 Expand GBP photos to 50+ (especially clinical/cosmetic before-after style). Not started Gate 1
3 Investigate Dr. Susan Hale and Dr. Brent Hale separate GBP listings — consolidate or suppress duplicates. Investigate Gate 1
4 Confirm TrueLark booking link is live on GBP profile booking button. TrueLark is active (18/25) — verify the link routes correctly. Confirm Gate 2
5 PeerLogic call-tracking enrollment — establishes Gate 3 baseline; no call data captured yet. Sequenced next Gate 3
6 Social media audit and access verification — Studio to identify profiles and verify access. Pending audit Gate 1
7 Patient experience and reputation deep-dive — evaluate workflows and review cadence given 403 reviews / 5.0 stars baseline. Gate 4 sequence Gate 4

Detailed Action Items

Priority Action Owner Why It Matters Gate
P1 Verify NAP, doctor names, and hours match between sbhaledds.com and GBP — submit Marketing Request for corrections. OM Always the first step. NAP inconsistencies hurt local rank and patient trust. 1
P1 Add GBP owner description (0/10 currently) — 150+ chars covering services, Santa Monica location, cosmetic/implant differentiators. ROD No description means zero points on a 10-point scored category — the single easiest GBP win. 1
P1 Expand GBP photos to 50+ (especially clinical/cosmetic before-after style). OMROD Only 10 photos currently (6/15 scored). Santa Monica is a visual, high-value cosmetic market — photo richness drives engagement and trust. 1
P1 Investigate Dr. Susan Hale and Dr. Brent Hale separate GBP listings — consolidate or suppress duplicates. RODOM Duplicate listings split reviews and confuse local search signals — resolving this protects the 5.0 star rating. 1
P1 Confirm TrueLark booking link is live on GBP profile booking button. OM TrueLark is active (18/25 appointment score) — verify the GBP booking button routes to TrueLark correctly. 1, 2
P1 Confirm TrueLark is integrated on website scheduling path at sbhaledds.com. ROD Website scheduling path needs to match GBP booking path — consistent real-time open calendar for patients. 2
P2 Social media profile audit — Studio to identify active Facebook and Instagram profiles, verify access, and assess cadence. ROD Social media audit not yet completed — Studio needs to establish baseline before content recommendations. 1
P2 Enroll in PeerLogic call tracking (Phones + Analytics) — establishes Gate 3 baseline. OM No call data exists for this practice; Gate 3 cannot be graded without a 30-day call tracking baseline. 3
P2 Patient experience and reputation deep-dive — evaluate review cadence, referral tracking, and front desk workflows. ROD 403 reviews / 5.0 stars is a strong baseline; structured evaluation will identify next-level growth levers. 4
P2 Confirm doctor bio pages on sbhaledds.com reflect both Dr. Susan Hale and Dr. Brent Hale with current headshots and credentials. OM Dual-doctor practice — both should be prominently featured to build patient trust and search visibility. 1
P2 Review and optimize cosmetic and implant service pages on sbhaledds.com for Santa Monica market positioning. ROD Santa Monica is a high-value cosmetic/implant market; service pages should reflect premium positioning. 1
P2 Deploy Zappy cards + QR codes and add review-asks to the morning huddle — sustain the 5.0 star rating and continue building review volume. Front DeskOM 403 reviews is strong; keeping cadence high maintains ranking in competitive Santa Monica market. 4
P3 Evaluate referral program opportunity — strong reputation (5.0 / 403 reviews) provides excellent foundation for a structured referral program. ROD % NP from referrals is currently unknown; measurement setup enables a formal referral program launch. 4
P3 Front desk phone training through the L&D team — sequenced after PeerLogic call tracking is live and a call-conversion baseline exists. OM Without a baseline, coaching cannot be measured — stand up PeerLogic first. 3

Owner badges: Doctor Office Manager ROD Front Desk

Your 90-Day Roadmap

Here's the order we recommend tackling everything in. Top of the list = biggest impact on getting you closer to unlocking new patient growth. Reach out to Kelly if you want to reshuffle.

Days 0–30 — Foundation Cleanup

  • NAP / hours / doctor names confirmed by OM and corrected via Marketing Request
  • GBP owner description added (150+ chars, cosmetic/implant focus, Santa Monica positioning)
  • GBP duplicate listing investigation (Dr. Susan Hale vs. Dr. Brent Hale) — consolidate or suppress
  • TrueLark GBP booking button confirmed live and routing correctly
  • PeerLogic call-tracking enrollment kicked off

Days 31–60 — Visibility Consolidation

  • GBP photos expanded to 50+ (clinical, cosmetic, team, operatory)
  • Studio social media audit completed — access verified and baseline established
  • Doctor bio pages confirmed current and complete on sbhaledds.com
  • Cosmetic and implant service pages reviewed and optimized for Santa Monica market

Days 61–90 — Reputation Lift

  • Zappy cards + QR codes deployed — sustain review cadence at current 5.0 star level
  • PeerLogic call data 30-day baseline review — Gate 3 moves from Pending to measured status
  • Patient experience Gate 4 evaluation completed
  • Quarterly readiness review with Growth Team

Future Advanced Care Consideration

  • Address GBP description and photo gaps before paid media investment in the competitive LA market
  • Paid media and DTC campaigns unlock once Gates 1–4 are green — strong reputation (5.0 / 403 reviews) positions Hale and Hale DDS well for growth acceleration
  • Once Gate 3 has a 30-day baseline, we'll revisit growth investments collaboratively with the practice