Oakwood Smiles Team

team@oakwoodsmiles.com
PAYLOC: CAREC0004 · Oakwood, GA · Advanced Care
Prepared by Your Growth Team
Kelly Caldwell, PGP
kcaldwell@sgadental.com
Briefing date: May 22, 2026

★ 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)Oakwood Smiles
Address4038 Mundy Mill Rd,
Oakwood, GA 30566, USA
Phone(770) 534-4292
Websiteoakwoodsmiles.com
StatusOperational
GMB NameManual Review   Currently appears on Google as "Oakwood Smiles - Dr. Sergey Gritsiv." Possible duplicate listing flagged — OM to confirm intended GMB name and Growth will submit any corrections.

Hours on Google

Monday8:00 AM – 3:00 PM
Tuesday8:00 AM – 5:30 PM
Wednesday8:00 AM – 5:30 PM
Thursday8:00 AM – 3:00 PM
Friday8:00 AM – 3:00 PM
SaturdayClosed
SundayClosed

Note: Confirm these hours match what's published on the website and the front-desk script so patients and Google see one consistent answer.

You're 2 gates away from unlocking accelerated growth.
Strong foundation — here's where to tighten before we scale.

Top 3 Priorities — In Order

  1. Verify NAP and GMB name match across website and Google Always step one · OM confirms intended GMB name · Submit Marketing Request for corrections
  2. Add the Modento scheduling link to your Google Business Profile Online booking is already live on the website — GBP CTA is the missing piece
  3. Refresh Facebook + Instagram branding and shift to more organic team content Both channels active and accessible · Korinne to lead branding refresh
Your full 7-step Advanced Care 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
Green
GATE 5
Growth Acceleration Strategy
Recommendation

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
Parks Pace · Regional Operations Director (ROD)ppace@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

As SGA continues building our Advanced Care Vertical focused on direct-to-consumer implant marketing, cosmetic dentistry, and full smile makeovers, it becomes even more important that practices establish a strong operational and patient experience foundation before accelerated growth investments are introduced.

High-intent procedures such as implants, cosmetic cases, full arch, and smile makeovers require more than visibility alone — they require strong access, conversion systems, patient communication, scheduling availability, and a five-star patient experience to maximize ROI and support long-term success.

Before practices move into advanced growth initiatives and demand generation campaigns, these foundational Growth Gates should be successfully completed to ensure the practice is operationally prepared to support scalable, profitable growth.

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 Yellow 65.9 / 100 · Grade D

Categories and photos are perfect (100% on both). The main lift is on NAP cleanup and adding an appointment booking link to your GBP — your website already has Modento scheduling live, so this is a quick win once the URL is dropped into the listing. A possible duplicate listing has also been flagged for cleanup.

Sub-CategoryScore
Name, Address, Phone (NAP)21 / 25 (84%)
Category Selection20 / 20 (100%)
Photos15 / 15 (100%)
Appointment Link0 / 25 (0%)
DescriptionDeferred (manual review)

What's Next on GBP

  • NAP cleanup — confirm intended GMB name (currently "Oakwood Smiles - Dr. Sergey Gritsiv") and resolve the flagged duplicate listing
  • Add the Modento scheduling URL as the GBP appointment CTA — unlocks 25 points instantly
  • GBP description audit / refresh (currently deferred — Growth will draft once NAP is locked)
Website Yellow 76.2 / 100 (re-audit 2026-06-09 · was 65.3)

Your site has a working scheduling path, broad service-page coverage (implants, aligners/6-Month Smiles, emergency, sedation, cosmetic, dentures, crowns), and solid social proof. It's still underperforming on mobile UX, doctor trust depth, and a couple of compliance/conversion items. There are 6 Critical/High items standing between today's score and a Green grade — most are quick technical wins (click-to-call tel: links, privacy policy, credentials on the doctor bio) plus Lighthouse remediation.

SectionWeightScore
Services15%90 / 100 Green
Location Information10%86 / 100 Green
Social Proof5%83 / 100 Green
Conversion & Contact25%80 / 100 Green
Technical Health15%79 / 100 Yellow
Patient Resources10%71 / 100 Yellow
Doctor / Team Trust10%67 / 100 Yellow
Security / Compliance5%60 / 100 Yellow
Mobile / UX5%25 / 100 Red

Top Critical / High Items

  • Click-to-call partial — phone (770) 534-4292 still shown as plain text in places, not consistently a tel: link
  • Credentials missing on doctor bio page — /doctor page is live but lacks DDS/DMD / board-certified language
  • No privacy policy — compliance risk; needs to be published and linked in the footer
  • Lighthouse mobile performance 78/100 — LCP 3.9s, Speed Index 3.5s; image compression, lazy-load, defer JS
  • Lighthouse accessibility 85/100 — remediate findings for WCAG compliance
  • Lighthouse SEO 77/100 — remediate to improve organic visibility

Re-audit note (2026-06-09): the previous 65.3 score missed service pages with non-standard Wix slugs (/6-month-smile, /emergency-treatment, /nitrous-oxide-sedation, /cosmetic-bonding, /denture-partial-denture, /office, /payment-options, /doctor). The audit tool was upgraded with a sitemap-fallback probe and all of those pages are now credited as Pass — Services 60→90, Location 71→86, Conversion 70→80.

Website rebuild is on the active list. Per your strategy call, the rebuild is queued with Wyatt and the Studio. In the meantime, the fixes above can be tackled on the current site so you stop bleeding conversions while the rebuild is in flight.
Social Media Green FB + IG · Both active May 2026

Both channels are active and the Studio has access to both. Facebook has a real following (1,020) and Instagram is linked to FB. The opportunity is content mix and branding refresh — current posting is 80/20 SGA templates to organic, and the team wants more organic team / patient content to fuel engagement.

Current State

  • Facebook: facebook.com/OakwoodSmiles · 1,020 followers · last post May 2026 · access confirmed
  • Instagram: instagram.com/oakwoodsmiles · 150 followers · linked to FB · login needed to fully audit interior
  • Content quality: 80/20 SGA templates vs organic — needs more organic, less stock
  • Branding: IG profile image, bio, branded templates and highlight covers all need a refresh; FB cover image and bio refresh; categories to be verified

What's Next on Social

  • Branding refresh on both FB and IG (Korinne / Studio-led)
  • Build a 90-day organic content calendar — team intros, treatment moments, patient-friendly tips
  • Consider location-targeted FB + IG ads once branding is refreshed
  • OM to flag 2–3 culture moments per month for the Studio to capture and turn into posts
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 Oakwood Smiles Stands

  • Online booking live on website via Modento (book.modento.io/oakwoodsmiles/patient-details) YES
  • NP appointment availability < 7 days YES
  • Contact form live on site YES
  • No scheduling CTA currently on the GBP listing — biggest single fix to close this gate
  • Confirm capacity for implant / full-arch growth (operations review with Parks)
03 Lead Response & Call Conversion Conversion Layer Pending Data

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 ≥ 45%
  • Fast response time to web leads and forms

What We Review

  • Missed call percentage
  • Call conversion performance
  • Speed-to-lead processes
  • Form response workflows
  • AI answering and after-hours coverage
  • Front office scripting and consistency
  • Tracking and reporting visibility

Where Oakwood Smiles Stands

  • Neurality (AI call answering) live YES
  • PeerLogic Phones live YES
  • PeerLogic Analytics not yet live NO — this is the missing piece for measured call-conversion data
  • GHL (CRM / lead workflow) NO

Call answering and tracking infrastructure is in place. PeerLogic Analytics activation is the single step that moves this gate from Pending to a measured status — once we have 30 days of analytics data, Growth will surface missed-call %, call conversion %, and front-desk scripting opportunities.

04 Patient Experience & Reputation Experience Layer Green

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 Oakwood Smiles Stands

  • 13 Google reviews in the last 30 days — already above the 10/month target PASS
  • Strong website Social Proof score (83/100) — visible testimonials and review-trust signals
  • Referral program not yet live NO — opportunity to formalize and lift to 50%+ of NPs
  • %NP from referrals currently unknown — recommend tracking through PMS source field
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 Oakwood Smiles

Oakwood Smiles is operating from a position of strength. Operations are tight, conversion is healthy, review velocity already exceeds target, and implant capability is in place. New patient flow is flat-to-down — not because the office is broken, but because the practice has largely exhausted its current operational levers. That makes Oakwood one of our best candidates for a measured increase in marketing investment and a strong case-study practice for the Advanced Care vertical.

Near-term focus is on full-arch and implant growth readiness: confirming capacity, completing the website rebuild, and evaluating a step-up in paid media beyond the current budget. We will build the recommendation and timeline jointly across Growth, Operations, and the PGP team.

Action priorities for the team:

  1. Confirm full-arch / implant capacity and growth readiness with the operations team
  2. Complete the website rebuild (in the Studio queue) so the new spend lands on a stronger asset
  3. Evaluate increasing paid media beyond current budget — tied to the rebuild going live
  4. Stand up the missing tech pieces — PeerLogic Analytics activation, GHL evaluation, GBP scheduling link
  5. Set the OM up for success on the social / tech expectations with a clear support plan from PGP and Studio

Strategic Growth Areas Reviewed

  • Capacity and provider availability
  • Revenue opportunity and service mix
  • Implant, full-arch, and cosmetic 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

  • Queueing the website rebuild with the Studio (Wyatt)
  • Activating PeerLogic Analytics to baseline call performance
  • Drafting GBP appointment link and description refresh
  • Building the full-arch / implant marketing readiness brief
  • Mapping the paid-media step-up scenario for review

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 rebuild — queued with Wyatt + the Studio
  • GBP appointment link, NAP cleanup, duplicate listing resolution, description refresh
  • Facebook + Instagram branding refresh (Korinne / Studio-led)
  • PeerLogic Analytics activation and call-data reporting
  • Full-arch / implant referral and patient-education content
  • FAQ page copy (after OM selects top 3 topics)
  • Paid-media step-up evaluation tied to rebuild go-live

What We Need From You

  • Confirm intended GMB name; OM verifies NAP and hours match between website + GBP
  • Confirm full-arch / implant capacity with operations team
  • Continue current review velocity (13 reviews / 30 days is excellent — keep the system running)
  • Approve referral program rollout and supply target referral list
  • Select top 3 FAQ topics for service pages
  • Supply updated team photos, doctor bio content, and 3–5 patient testimonials
  • Front desk team completes L&D phone skills training (post PeerLogic Analytics baseline)

Your Advanced Care 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, GMB name, and hours match between website and GBP. Confirm intended GMB name and resolve duplicate listing. If anything is off, submit a Marketing Request. In progress Gate 1
1 Online scheduling is live on both website and GBP. (Website: live via Modento. GBP: add appointment link.) Partial Gate 2
2 10+ Google reviews per month — already at 13 / 30 days. On track Gate 4
3 Neurality (AI call answering) live and capturing every inbound call. Live Gate 3
4 50%+ of new patients come from referrals — formalize referral program. Not started Gate 4, 5
5 Partnering with Korinne to refresh Facebook + Instagram branding and shift content mix toward organic. In flight Gate 1
6 Front desk team has completed phone skills training through the L&D Team. Scheduled Gate 3
7 Approve in-house membership plan for uninsured patients. Pending approval Gate 1

Detailed Action Items

Priority Action Owner Why It Matters Gate
P1 Confirm intended GMB name (currently "Oakwood Smiles - Dr. Sergey Gritsiv"), resolve flagged duplicate listing, and verify NAP / hours match website. Submit a Marketing Request for any corrections. OM Always the first step. Duplicate listings and NAP inconsistencies hurt local rank and patient trust. 1
P1 Add the Modento scheduling URL as the GBP appointment CTA. PGP Unlocks 25 points on GBP score immediately; Modento booking is already live on the website. 2
P1 Activate PeerLogic Analytics to baseline missed-call % and call-conversion %. PGPOM Moves Gate 3 from Pending to a measured status; informs front-desk training plan. 3
P1 Confirm full-arch / implant capacity and growth readiness with operations. DoctorROD Required before any paid-media step-up; protects ROI of the AC investment. 5
P2 Complete website rebuild — fix the 6 Critical/High audit items either on the rebuild or interim site (click-to-call tel: links, privacy policy, credentials on doctor bio, Lighthouse remediation). Studio Rebuild is on Wyatt's list. Interim fixes stop conversion bleed while the rebuild is in flight. 1
P2 Launch formal referral program; track %NP from referrals through the PMS source field. DoctorOM Highest-ROI new patient source; supports referral-based growth recommendation in Gate 5. 4, 5
P2 Partner with Korinne (Studio) on FB + IG branding refresh and a 90-day organic content plan. OM Lifts social Yellow → Green; expands reach to local IG-active audience without paid spend. 1
P2 Approve in-house membership / savings plan. DoctorOM Addresses uninsured-patient gap; lifts Patient Resources score (currently 71). 1
P3 Front desk team completes L&D phone skills training. Front DeskROD Improves call conversion once PeerLogic Analytics baseline is captured. 3
P3 Supply updated team photos, doctor bio content, and 3–5 patient testimonials. OM Fuels the website rebuild, doctor bio page, and lifts Doctor/Team Trust + Social Proof scores. 1, 4

Owner badges: Doctor Office Manager ROD / PGP / Studio Front Desk

Behind the Scenes: Growth Team Work

Your Growth Team has work underway on Oakwood Smiles 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.

10
Tasks identified
6
Ready to execute
2
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 Oakwood Smiles.

Investment Category Monthly
Foundational Growth Techstack
GHL ($5) · PeerLogic Analytics ($80) · Promo Republic Full Suite ($45)
$130.00
Optional Web
Cookiebot ($16) · Userway ADA ($25) · SEO ($170)
$211.00
Total Monthly Investment $341.00

10 tasks identified across the current Growth queue for Oakwood Smiles.

Work Categories In Flight

Category Tasks Status
Studio Backlog — Website Rebuild + Creative 6 Open
Field Manager — GBP + NAP Sync 2 Awaiting office input
Marketing Approval Queue 2 Pending sign-off

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 accelerated growth. Reach out to Kelly if you want to reshuffle.

Fix Now (0–30 Days)

  • Confirm intended GMB name + resolve duplicate listing (Gate 1)
  • Add Modento scheduling URL to GBP appointment field (Gate 2)
  • Activate PeerLogic Analytics to baseline call performance (Gate 3)
  • Confirm full-arch / implant capacity with operations (Gate 5)
  • Ship the 6 Critical/High website fixes on the current site (click-to-call tel: links, privacy policy, credentials on doctor bio, Lighthouse remediation) (Gate 1)

Office Input Needed (31–60 Days)

  • Supply doctor bio content, updated team photos, and 3–5 testimonials
  • Select top 3 FAQ topics for service pages
  • Approve in-house membership / savings plan concept
  • Approve referral program rollout and supply target list
  • Confirm scheduling rules and NP availability targets with PGP

Growth Team Work (31–60 Days, In Flight)

  • Website rebuild — Studio queue, Wyatt-led
  • FB + IG branding refresh and 90-day organic content plan (Korinne)
  • GBP description refresh once NAP is locked
  • Full-arch / implant referral content package

Operations Coaching Opportunities (31–90 Days)

  • Front-desk phone skills training once PeerLogic Analytics baseline is captured (Gate 3)
  • OM support plan for social / tech expectations — PGP + Studio to co-own
  • Capacity / scheduling review with ROD ahead of paid-media step-up (Gate 2, 5)

Paid Media Step-Up (61–90 Days)

  • Evaluate increasing paid media beyond current small budget — tied to website rebuild go-live
  • Build the case-study practice plan for the Advanced Care vertical
  • Quarterly readiness review with Kelly, Parks, and Dakota