Moskowitz Cosmetic, Implant & General Team

team@ericmoskowitzdds.com
PAYLOC: ELTDENTNDD · Concord, NC · General
Prepared by Your Growth Team
Kelly Caldwell, PGP
kcaldwell@sgadental.com
Briefing date: May 22, 2026
Your Growth Team
Kelly Caldwell · Practice Growth Partner — your day-to-day contact · kcaldwell@sgadental.com Kristen Millican · 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 22, 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)Moskowitz Cosmetic, Implant & General
Address9900 Poplar Tent Rd #150,
Concord, NC 28027, USA
Phone(704) 782-2400
Websiteericmoskowitzdds.com
StatusOperational
Doctor NamesEric T. Moskowitz, DDS and Kari Wordsworth, DMD — confirm spelling and order match between website and GBP

Hours on Google

Monday8:00 AM – 5:00 PM
Tuesday8:00 AM – 5:00 PM
Wednesday7:30 AM – 4:30 PM
Thursday7:30 AM – 3:30 PM
FridayClosed
SaturdayClosed
SundayClosed

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

3 gates need work — and 1 is waiting on call data.
Here's where you stand — and what gets us there together.

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. Consolidate scheduling to one confirmed real-time booking path. Two vendors visible — RevenueWell on GBP/site + Neurality also live · Studio confirms single open-calendar flow
  3. Recover Studio admin access on Facebook and Instagram. FB 413 followers · IG @moskowitzdental 193 followers · Studio currently has NO ACCESS
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
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.

Your Practice Growth Partner
Kelly Caldwell
Practice Growth Partner · Your day-to-day contact for everything in this report.
kcaldwell@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
Kristen Millican · Regional Operations Director (ROD)kmillican@sgadental.com
The Studio (Creative + Digital)
Mike Fetrow · SGA Creative Director, VP of The Studio Sharley Hamm · Director, Brand Korinne Cummings · Manager, Digital Brand Wyatt West · Web Manager Don Clark · Web Manager
One simple rule: all marketing requests go through the Marketing Request Form. This keeps nothing slipping through the cracks and gives every request a clear owner.

Why Your Digital Storefront Matters

Before a new patient ever walks through your door, they meet you online. They check your Google listing, read your reviews, click through to your website, and sometimes look at your Instagram. That's your digital storefront — and if it isn't dialed in, the patient never calls.

Our job is to make sure that storefront is open, accurate, trusted, and easy to act on. Your job is to make sure the experience inside the four walls matches what we're showing the world.

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

Why We're Holding This Bar Now

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

We only invest those dollars where the basics are solid. Implants, full-arch cases, and smile makeovers need more than visibility — ads pointed at a practice that can't answer the phone, book the appointment, or deliver a five-star experience are wasted money.

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

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

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

Click the framework to open it full-size.

The Gates to Unlocking New Patient Growth

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

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

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

Can patients find and trust your practice online?

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

Why It Matters

Patients often decide whether to contact a practice before ever making a phone call. Inconsistent information, outdated branding, poor mobile experience, or weak visibility can create immediate drop-off.

Outcome

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

Your Digital Storefront — At a Glance

Google Business Profile Green 92.6 / 100 · Grade A

Your GBP is the strongest part of your storefront — NAP, Category, Description, and Photos are all at 100%. The only meaningful gap is on the Appointment scoring, where Reserve with Google is not yet enabled. The submitted GBP name still carries an internal placeholder ("> TBD") that should be cleaned up.

Sub-CategoryScore
Name, Address, Phone (NAP)25.0 / 25 (100%)
Category Selection20.0 / 20 (100%)
Description10.0 / 10 (100%)
Photos15.0 / 15 (100%)
Appointment Link18.0 / 25 (72% — Reserve with Google missing)

What's Next on GBP

  • Adopt the cleaner GMB name "Moskowitz Cosmetic, Implant & General" (current GMB name still carries an internal placeholder)
  • Enable Reserve with Google to close the 7-point Appointment gap
  • Refresh GBP photos with the latest team, exterior, and operatory shots
Website Yellow 79.2 / 100

Your website is a strong 79.2 / 100 — top-half in the SGA portfolio. The biggest single drag is mobile page-speed (PSI Performance 38/100), and the lowest-weighted but loudest section is Social Proof (25/100). There is no critical brand or metadata leak; this is a tune-up, not a rebuild.

SectionWeightScore
Location Information10%93 / 100 Green
Patient Resources10%86 / 100 Green
Services15%85 / 100 Green
Conversion & Contact25%83 / 100 Green
Mobile / UX5%83 / 100 Green
Security / Compliance5%80 / 100 Green
Doctor / Team Trust10%75 / 100 Yellow
Technical Health15%73 / 100 Yellow
Social Proof5%25 / 100 Red

Top Conversion & Trust Gaps

  • PSI mobile Performance 38/100 — LCP 16.6 s, TTI 23.9 s, TBT 930 ms (compress/lazy-load images, defer render-blocking JS, enable caching/CDN)
  • PSI mobile Accessibility 89/100 + Best Practices 69/100 — remediate Lighthouse findings
  • Two scheduling vendors visible (RevenueWell + AI assistant "Emma") — confirm true real-time open-calendar booking
  • Sticky mobile call/book button partial — add an explicit sticky call/book bar on mobile scroll
  • No short appointment-request form on homepage; no dedicated new-patient page
  • Services menu missing from primary navigation
  • No dedicated Emergency Dentistry page (sitewide banner only)
  • Doctor bio pages blocked by Cloudflare WAF from automated audit — confirm warm headshots and education are live
  • No video content
  • Social Proof section 25/100: awards / certifications / association badges / trust badges all missing
  • Cookie notice missing (low priority)
The site is in tune-up territory, not rebuild territory. Studio will sequence performance, scheduling-consolidation, and Social Proof additions ahead of any rebuild conversation.
Social Media Red FB 413 followers · IG 193 followers · NO ADMIN ACCESS

Your social channels both exist and have audiences — Facebook (413 followers) and Instagram @moskowitzdental (193 followers). The blocker is access, not channels: there is no admin access to Facebook, and the Instagram requires login to verify cadence and posting consistency. Until admin access is recovered, neither channel can be refreshed.

Current State

  • Facebook: facebook.com/MoskowitzDental · 413 followers · NO ACCESS
  • Instagram: @moskowitzdental · 193 followers · login-gated · NO ACCESS
  • Cover image refresh recommended on Facebook; bio update recommended on both
  • Categories on Facebook need review

What's Next on Social

  • Recover Facebook Business Manager admin access
  • Authorize access to the Instagram account
  • Link Facebook and Instagram via Meta Business Suite
  • Refresh cover, bio, and categories on Facebook once access is in hand
  • Rebuild posting cadence with organic team and treatment content
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 Moskowitz Cosmetic, Implant & General Stands

  • New Patient availability inside 7 days is YES
  • Neurality (AI scheduling / messaging) is live and answering
  • RevenueWell is the scheduling vendor visible on GBP and the website's request flow
  • Online booking on the website is IN PROGRESS — true real-time open-calendar booking has not been confirmed (audit found request flow + AI chat, not a confirmed open calendar)
  • Contact form is live on site
  • Two scheduling vendors visible (RevenueWell + Neurality) — Studio to consolidate into one confirmed real-time path
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 Moskowitz Cosmetic, Implant & General Stands

Growth is switching on 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.

  • Neurality (AI answering / scheduling) is live — early signal that after-hours coverage is in place (works alongside PeerLogic call tracking)
  • PeerLogic Phones is NOT YET LIVE — no missed-call rate captured yet
  • PeerLogic Analytics is NOT YET LIVE — no call-conversion baseline captured yet
  • GoHighLevel (GHL) is NOT YET LIVE — speed-to-lead workflow not yet measurable
  • Without these baseline measurements, this gate cannot be graded — stand up the measurement stack first
04 Patient Experience & Reputation Experience Layer Yellow

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 Moskowitz Cosmetic, Implant & General Stands

  • 6 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 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 the Moskowitz Cosmetic, Implant & General Team

Your operational foundation is genuinely strong: your Google Business Profile is Grade A (92.6 / 100), your website scores 79.2 / 100, your NP availability sits inside 7 days, and Neurality is already live answering calls and assisting with scheduling. The constraints are not capacity or website quality — they are visibility consolidation and measurement.

Our recommendation for the next 90 days is foundation work and partnership continuity — stage one of your Advanced Care strategy, and everything we build for it carries forward. Specifically: clean up the scheduling stack so there is one confirmed real-time booking path (RevenueWell vs. Neurality), close the GBP NAP placeholder and Reserve-with-Google gap, recover Studio admin access on Facebook and Instagram, and stand up PeerLogic call tracking so we can see call conversion before recommending any new patient acquisition spend. The right next move is partnership-level alignment — making sure the Growth Team's plans match what feels right for the practice — and then closing the foundation gaps together.

Direct-to-consumer advertising — SGA-funded implant and cosmetic campaigns — layers on once Gates 1 through 4 are green and holding. That's the unlock: campaigns only pay off when every call is answered, every lead can book, and every patient experience earns five stars. Clearing the gates is what puts Moskowitz Cosmetic, Implant & General in line for that investment.

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

  • Scheduling-stack consolidation (RevenueWell vs. Neurality — one confirmed real-time path)
  • GBP NAP placeholder cleanup + Reserve with Google enablement
  • Studio admin recovery on Facebook and Instagram
  • PeerLogic call-tracking enrollment (Phones + Analytics) to capture Gate 3 baseline
  • Review-cadence work to lift from 6/mo toward 10/mo
  • Holding moving to Advanced Care until Gates 1–4 are green and the foundation is closed

Growth Team Work

Your Growth Team has work underway on the Moskowitz 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.

18
Tasks identified
10
Ready to execute
5
Awaiting your input
3
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 Moskowitz Cosmetic, Implant & General.

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

  • Website tune-up (PSI mobile perf, Lighthouse a11y / best practices, sticky mobile call/book button, services nav, emergency page, Social Proof additions)
  • GBP placeholder name cleanup + Reserve with Google enablement
  • Scheduling-stack consolidation (RevenueWell vs. Neurality)
  • PeerLogic call-tracking enrollment workflow
  • Social cadence rebuild (after admin access is recovered)
  • Korinne-led Instagram refresh plan

What We Need From You

  • Verify NAP, doctor names, and hours match between website and GBP
  • Recover Facebook Business Manager admin access (office-led)
  • Authorize Studio access to the Instagram account
  • Decide on the single real-time scheduling path going forward (RevenueWell vs. Neurality)
  • Deploy Zappy cards + QR codes; add review-asks to the morning huddle (move from 6/mo toward 10/mo)
  • Select top 3 FAQ topics for service pages (Patient Resources lift)
  • Confirm warm doctor headshots and education are live on bio pages (WAF blocks automated check)

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. Submit Marketing Request for any changes — including the GBP name placeholder cleanup. Not started Gate 1
1 Online scheduling consolidation. Two vendors visible (RevenueWell + Neurality). Studio confirms a single real-time open-calendar path. In progress Gate 1, 2
2 Lift Google review cadence from 6/mo toward 10/mo with Zappy cards + QR codes + morning huddle integration. Not started Gate 4
3 Neurality is live — AI scheduling and patient communication wired up (works alongside PeerLogic call tracking). Confirm the GMB booking link path is correct (RevenueWell currently on GBP). Confirm GMB link Gates 2, 3
4 Stand up referral measurement before launching a program. % NP from referrals is unknown today. Sequenced after review cadence Gate 4
5 Recover Studio admin access on Facebook and Instagram, then Korinne refreshes both channels. Access needed Gate 1
6 Front desk phone training through the Learning & Development (L&D) team — sequenced after PeerLogic call tracking is live and a call-conversion baseline exists. Future · baseline first Gate 3
7 In-house membership / savings plan evaluation. Sequenced after foundation work. Future Gate 1

Detailed Action Items

Priority Action Owner Why It Matters Gate
P1 Verify NAP, doctor names, and hours match between website and GBP — submit Marketing Request for corrections. OM Always the first step. NAP inconsistencies hurt local rank and patient trust. 1
P1 Clean up GMB name placeholder — current GBP name still carries an internal " > TBD" suffix; adopt the clean name "Moskowitz Cosmetic, Implant & General". OM The submitted GBP name still carries an internal placeholder; cleaning it up protects brand trust in Google. 1
P1 Recover Facebook Business Manager admin access — Studio currently has NO ACCESS to facebook.com/MoskowitzDental (413 followers). OM Without admin access, the Studio cannot refresh Facebook or rebuild posting cadence. 1
P1 Authorize Studio access to the Instagram account @moskowitzdental (193 followers) so we can verify cadence and refresh content. OM Instagram is login-gated; Studio needs access to verify cadence and lead a refresh. 1
P1 Consolidate scheduling stack to one confirmed real-time booking path — two scheduling vendors visible (RevenueWell on GBP + AI assistant "Emma" and Neurality live on calls); confirm a single open-calendar flow. RODOM Two vendors create patient friction and split tracking. One real-time path is the unlock for Gates 1 and 2. 1, 2
P1 PSI mobile performance remediation — LCP 16.6s, TTI 23.9s, TBT 930ms; compress/lazy-load images, defer render-blocking JS, enable caching/CDN. ROD Mobile performance is the single biggest drag on the website score and on real-world patient conversion. 1
P2 Add explicit sticky mobile call/book bar on scroll — header + AI assistant persist but no dedicated sticky call/book button on mobile. ROD A sticky call/book bar captures booking intent throughout the mobile scroll, not just at top of page. 1, 2
P2 Add short appointment-request form on the homepage — current path is AI chat-to-schedule only, no short form. ROD Patients who prefer a form (not chat) currently have no path; a short form widens conversion. 1, 2
P2 Add Services link to primary navigation — currently no Services menu in the main nav. ROD Services nav is a baseline expectation; missing it suppresses Services page traffic and SEO depth. 1
P2 Build a dedicated Emergency Dentistry page — currently banner-only, no dedicated page. ROD Emergency intent is high-conversion same-day traffic; a banner alone does not capture it. 1, 2
P2 Deploy Zappy cards + QR codes and add review-asks to the morning huddle — lift Google reviews from 6/mo toward 10+/mo. Front DeskOM 6/mo is below the 10/mo threshold for Gate 4; formalizing the ask is the highest-leverage lift. 4
P2 Enable Reserve with Google on the GBP listing — closes the 7-point Appointment gap (currently 18/25; Reserve with Google MISSING). OM Reserve with Google captures the highest-intent search-to-book traffic directly in Google. 1, 2
P2 Select top 3 FAQ topics for service pages — PGP delivers the copy. OM FAQ copy is the fastest lift on Patient Resources (currently 86 — room to push to green-plus). 1
P2 Supply updated team photos and 3–5 patient testimonials for the website refresh. OM Refreshes Doctor/Team Trust (75) and Social Proof (25) website sections in one pass. 1, 4
P3 Complete PeerLogic call-tracking enrollment (Phones + Analytics) — establishes Gate 3 baseline before any call-conversion coaching. OM Without these baselines, Gate 3 cannot be graded and coaching can't be measured. 3
P3 Add a short welcome/tour video to the website + Awards / Certifications / Association badges + embedded Google review widget — Video presence FAIL and Social Proof currently 25/100. Add cookie notice (low priority). RODOM Lifts the lowest-scoring section on the site and rounds out the trust signals on the homepage. 1, 4

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 placeholder name cleanup submitted
  • Studio admin access on Facebook and Instagram recovered
  • PeerLogic call-tracking enrollment kicked off
  • PSI mobile performance triage scoped (LCP, TBT, render-blocking JS)

Days 31–60 — Visibility Consolidation

  • Scheduling stack consolidated to one confirmed real-time booking path (RevenueWell vs. Neurality)
  • Reserve with Google enabled on GBP
  • Sticky mobile call/book bar + short appointment-request form deployed
  • Services menu and dedicated Emergency Dentistry page deployed
  • Korinne refreshes Facebook (cover, bio, categories) and Instagram once access is recovered

Days 61–90 — Reputation Lift

  • Zappy cards + QR codes deployed in office; morning-huddle review asks formalized (target: 6/mo → 10+/mo)
  • Patient Resources lift on website — top 3 FAQs delivered by PGP; doctor credentials confirmed live
  • Social Proof additions on website (awards/certifications/association badges, embedded review widget)
  • Quarterly readiness review with Kelly and Kristen

Future Advanced Care Consideration

  • Paid media, referral-engine launch, and DTC campaigns unlock once Gates 1–4 are green and the foundation is closed
  • Once Gate 3 has a 30-day baseline and review cadence sits at 10+/mo, we'll revisit growth investments collaboratively with the practice
  • Quarterly readiness review with Kelly and Kristen