Jacksonville Dental Specialists Team

Office Manager email — confirm with ROD
PAYLOC: JAXDSPFLPP · Modis · Specialty · Jacksonville, 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 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.

Submit a Correction →
Practice Name (DBA)Jacksonville Dental Specialists
Address11512 Lake Mead Ave Bldg. 530, Ste. 532,
Jacksonville, FL 32256
Phone(904) 683-4781
Websitejacksonvilledentalspecialists.com
StatusOperational
Google Place IDChIJXyTZUEo15IgRIdeXbtU16ic
Doctor NamesConfirm with OM — Jacksonville Dental Specialists Team (names withheld from external view per internal policy)
Sibling SuiteSuite 521 in the same building operates as Jacksonville Dental Specialists Extension (PAYLOC JAXDEXFLPP) and shares this GBP + Yelp listing. Its own briefing builds in the scale-up batch.

Hours on Google

Monday8:00 AM – 4:00 PM
Tuesday8:00 AM – 4:00 PM
Wednesday8:00 AM – 3:00 PM
Thursday8:00 AM – 4:00 PM
Friday7:00 AM – 1:00 PM
SaturdayClosed
SundayClosed

Please confirm hours match what's published on jacksonvilledentalspecialists.com. The baseline GBP audit is still pending — these hours are sourced directly from Google.

2 gates need work, 2 are yellow, 1 is the recommendation panel — Specialty practice with a strong Google review base but missing call infrastructure.
Jacksonville Dental Specialists' lifetime reputation is genuinely strong (4.7★ across 121 reviews). The gaps are review cadence, call tracking, and a baseline measurement of website + GBP.

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) Always step one · OM confirms · Submit Marketing Request for any changes
  2. Schedule the baseline Website + GBP audits with Amy — Specialty profile, but the scoring rubric is the same Establishes the benchmark every future check is measured against · unblocks Gate 1
  3. Stand up the review cadence to protect the 4.7★ / 121-review base from drift Deploy Zappy cards + QR codes · daily review-ask in the morning huddle · move from 1/mo toward 10+/mo
Your full Growth Sequence appears in "What We Need From You" below.
GATE 1
Digital Storefront Visibility
Red
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 referrals that keep a Specialty practice strong.

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

Why Your Digital Storefront Matters

Before a referring dentist or a self-researching patient ever calls your office, they meet you online. They check your Google 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.

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

Why We're Holding This Bar Now

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

We only invest those dollars where the basics are solid. A Specialty practice that can't measure missed calls, hasn't standardized review capture, or carries a soft secondary reputation signal (Yelp 3.4★) 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 Jacksonville Dental Specialists is in line for that investment. That's what this briefing is for: showing you exactly where you stand and the shortest path through.

The Patient Funnel

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

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

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

The Gates to Unlocking New Patient Growth

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

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

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

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

Your digital storefront is often the first impression a patient — or a 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 Baseline pending Baseline audit pending — schedule with Amy

A full GBP audit has not yet been run for Jacksonville Dental Specialists. We'll score NAP, categories, description, photos, and the appointment link once your baseline audit is scheduled — that becomes the benchmark every future check is measured against. The directionally good news: NAP and hours pulled cleanly from your live GBP, your scheduling form is detected on the profile, and review activity is strong on a lifetime basis (4.7★ / 121 reviews).

What We'll ScoreStatus
Name, Address, Phone (NAP)Pulled from live GBP — OM cross-check pending
Category SelectionBaseline audit pending
DescriptionBaseline audit pending
PhotosBaseline audit pending
Appointment / Reserve with GoogleRequest-an-appointment URL detected on profile; Reserve-with-Google not yet wired

What's Next on GBP

  • Schedule the baseline GBP audit with Amy — this unblocks Gate 1 from its default Red and gives you a real score to track against
  • Cross-check NAP and hours against the website (the request-an-appointment.html link on GBP currently routes to the site 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 Baseline pending Baseline audit pending — schedule with Amy

jacksonvilledentalspecialists.com has not yet been put through the Phase-1 PSI + Firecrawl audit. Until the baseline is run, the website sub-card stays Pending and we shouldn't make scoring claims. What we can confirm from the live site without a full audit: the site has a contact form, an appointment-request page (request-an-appointment.html), and Specialty service content — but no true online booking vendor (Modento / NexHealth / LocalMed) is in place, and Specialty case stories / before-after / testimonials are not surfaced.

What Will Drive the Score Once the Baseline Runs

  • Conversion: presence of true online scheduling (currently lead-form only), sticky mobile CTA, above-the-fold appointment button
  • Trust signals: doctor bios with credentials, Specialty case stories with patient permission, testimonials surfaced on the site
  • SEO + technical: structured data (LocalBusiness/Dentist + Specialty schema), legal compliance (privacy / ADA statement), Lighthouse mobile performance
  • Specialty-specific: GP referral landing page, case-mix education (implants / full-arch / sedation), insurance + financing transparency
The baseline audit will likely surface a meaningful Studio backlog — the size of that backlog is what will reveal whether jacksonvilledentalspecialists.com needs targeted patches or a full Specialty-focused rebuild. Schedule the audit with Amy to make the call.
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 practice. The current state is maintained in the Social Media Audit Drive sheet and refreshed on demand. The team will pull the latest snapshot during your first working session.

What We're Watching For

  • Whether Facebook and Instagram are claimed and linked to each other
  • Access status (Page admin, Meta Business Manager, IG)
  • Whether the practice has the assets to support a low-volume Specialty content cadence — staff features, 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.

Marketing should not drive demand into a scheduling bottleneck.

Success Metrics

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

What We Review

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

Where Jacksonville Dental Specialists Stands

  • New-patient availability inside 7 days — confirmed YES. Specialty capacity is healthy.
  • Online scheduling on the website — NO true online booking. jacksonvilledentalspecialists.com offers a "request an appointment" form, which is a lead form (request, wait for callback) — not a true online booking flow (pick a real slot, confirm). 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 the website's request form. Once a true online scheduling vendor is selected, wire it into Reserve-with-Google.
  • Contact form live on site — YES.
  • GMB matches website name — YES.
03 Lead Response & Call Conversion Conversion Layer Red

Does the practice successfully convert demand into booked appointments?

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

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

Success Metrics

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

What We Review

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

Where Jacksonville Dental Specialists Stands

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

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

How We Close The Gap

  • Onboard PeerLogic + PL Analytics — 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 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
  • PGP reviews the PeerLogic dashboard with the OM monthly once live
04 Patient Experience & Reputation Experience Layer Yellow

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

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

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

Success Metrics

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

What We Review

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

Reputation Signal Across Platforms

Google Reviews 4.7★ across 121 Google reviews lifetime — strong base. Only 1 new review in the last 30 days — Gate 4 cadence rollout needed to keep this base growing. The lifetime quality is real reputation equity; the recent cadence is the gap we're attacking.
Yelp 3.4★ across 7 reviews — low Yelp activity (view listing). Below the 10-review threshold where we'd normally flag a contradictory signal, but the lower star average alongside the strong Google base creates a split-platform reputation worth a periodic glance, not a fire drill.

Google is the primary platform; Yelp is a secondary signal that still surfaces in branded searches. With only 7 Yelp reviews, this isn't a meaningful patient-discovery channel today — but the contrast with the Google rating is worth knowing as we build the reputation rebuild plan.

Where Jacksonville Dental Specialists Stands

  • Strong lifetime Google base — 4.7★ on 121 reviews is genuine reputation equity. Most Specialty practices don't have this kind of base to build from.
  • Recent cadence is the gap — 1 review/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 (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 1-2/mo to 5+/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.

We invest intentionally, not reactively.

Our Strategic Recommendation for Jacksonville Dental Specialists

Jacksonville Dental Specialists is a Specialty practice with strong clinical capability and a genuinely strong lifetime Google reputation (4.7★ / 121 reviews). The opportunity isn't reputation rebuild — it's reputation protection and amplification. Two foundational pieces have to move before any direct-to-consumer (DTC) investment makes sense: a live call infrastructure that lets us measure Gate 3, and a review cadence that keeps the existing 4.7★ base from drifting.

Stage one of your Advanced Care strategy is the PRD-driven GP referral engine — for a Specialty practice, referral-based growth with primary care GPs, periodontists, and oral surgeons in the Jacksonville 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.

The Jacksonville Dental Specialists Extension (Suite 521, PAYLOC JAXDEXFLPP) shares the GBP and Yelp listing — anything we do for reputation, scheduling, or website here benefits both suites. The extension's own briefing will document the shared-surface arrangement in detail when it builds.

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

Strategic Growth Areas Reviewed

  • Specialty case mix (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

  • Mapping GP, perio, and OS referral partner targets in the Jacksonville market
  • Preparing referral-package collateral for the Specialty service mix
  • Scheduling the baseline Website + GBP audits with Amy
  • Holding moving to Advanced Care until Gate 3 (PeerLogic + Neurality) and Gate 4 (review cadence) are green
  • Coordinating with the JAXDEXFLPP Extension briefing in the scale-up batch

Growth Team Work

Your Growth Team has work underway on Jacksonville Dental Specialists 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. 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 baseline website audit identifies the right tooling for the Specialty rebuild scope
TBD
Total Monthly Investment Pending

Work Categories In Flight

Category Tasks Status
Studio Backlog — Site lifts pending baseline audit (true online booking, schema, legal, Specialty case stories) 4 Pending baseline
Field Manager Backlog — Baseline GBP + Website audits, NAP 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, testimonials, case-story capture 7 Pending sign-off

What We Need From You

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

What Growth Is Handling

  • Scheduling the baseline Website + GBP audits with Amy and reporting back the score
  • PRD-led GP / perio / OS referral partner mapping in the Jacksonville market
  • Specialty referral package collateral and outreach cadence
  • Selecting and onboarding a true online scheduling vendor (Modento / NexHealth) once the baseline audit confirms the rebuild scope
  • PeerLogic + PL Analytics onboarding (Scott pending) so Gate 3 has data
  • Coordinating the shared GBP + Yelp surface with the JAXDEXFLPP Extension briefing build
  • Holding Jacksonville Dental Specialists moving to Advanced Care until Gates 1, 3, and 4 are green

What We Need From You

  • Verify NAP, doctor names, and hours match between website and GBP
  • 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 Specialty cases (with patient permission)
  • Confirm the PRD referral-partner targets the ROD will surface for Jacksonville

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. If anything is off, submit a Marketing Request to correct it. Manual check pending Gate 1
1 Schedule baseline Website + GBP audits with Amy. Establishes the score every future check is measured against. Not scheduled 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 1/mo toward 10/mo while protecting the 4.7★ base. Not started Gate 4
5 Capture patient stories from Specialty cases (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, oral surgeons in the Jacksonville 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 website 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 Schedule baseline Website + GBP audits with Amy McNeill. Unblocks Gate 1 from default Red and establishes the scoring benchmark. ROD Until baseline scores exist we can't track progress on any digital storefront work. Specialty-tuned scoring rubric. 1
P1 Onboard PeerLogic call tracking + PL Analytics (Scott pending). Provides the data Gate 3 is measured against. ROD Without PeerLogic, missed-call rate and call conversion can't be measured. Gate 3 stays Red as a default until live. 3
P1 Approve Neurality activation. AI answering picks up the calls your team misses, including GP referral calls. OM Direct lever on missed-call risk. For a Specialty practice, every missed referral call is a potential lost GP relationship. 3
P1 Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle. Front DeskOM Moves the practice from 1 review/mo toward the 10/mo gate target while protecting the 4.7★ / 121-review lifetime base. 4
P1 Stand up a structured patient-story capture workflow for Specialty cases (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 Supply updated doctor bios, credentials, and 3-5 patient testimonials from Specialty cases. OM Unlocks Studio's E-E-A-T + testimonials work. Lifts website Doctor/Team Trust + Social Proof at the same time. Critical referral-engine asset. 1, 4
P2 Studio: once baseline website audit lands, queue the rebuild scope — true online booking vendor wiring, LocalBusiness + Dentist + Specialty schema, legal compliance, Specialty case-story templates. Studio Holds until baseline audit lands so we right-size the patch vs. rebuild call. 1, 2
P2 PGP / ROD: surface PRD-led GP, perio, and OS referral partner targets for the Jacksonville market and build the outreach package. PGPROD Stage one of the Advanced Care strategy for Jacksonville Dental Specialists 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
P2 Coordinate the JAXDEXFLPP Extension briefing build with the scale-up batch — document the shared GBP + Yelp listing surface. ROD The Suite 521 Extension shares this reputation surface — anything we do here benefits both suites and needs coordinated rollout. 1, 4
P3 ROD pulls Dental Intel + Power BI to confirm current new-patient mix from referrals (gates file shows YES, manual review confirms the size). ROD Sizes the referral opportunity for the Advanced Care plan and informs the PRD prioritization. 4, 5

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

Your 90-Day Roadmap

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

Fix Now (Next 30 Days)

  • Schedule the baseline Website + GBP audits with Amy McNeill (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 website 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 Specialty 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 OS referral partner mapping in the Jacksonville market
  • Specialty referral-package collateral and outreach cadence
  • Studio queue lift sequencing — held until baseline website audit lands
  • Coordinating with the JAXDEXFLPP Extension briefing build (shared GBP + Yelp surface)

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 Gate 1 has a measured baseline, Gate 3 has 30 days of PeerLogic data, and Gate 4 has rebuilt review cadence
  • Referral-based implant + cosmetic + Specialty case growth is stage one of the Advanced Care strategy
  • Quarterly readiness review with Alison Thiede + assigned PGP
  • Once the Extension briefing lands, joint scale-up plan across both suites