PCCD Los Altos Team
★ Verify Your Google Business Profile Details
We pulled these from your Google Business Profile on May 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. Note: pccdsmiles.com is a shared website with PCCD Mountain View — confirm both locations show consistently.
| Practice Name (DBA) | Peninsula Center of Cosmetic Dentistry Los Altos |
| Address | 99 3rd St, Los Altos, CA 94022, USA |
| Phone | (650) 563-7677 |
| Website | pccdsmiles.com (shared with PCCD Mountain View) |
| Status | Operational |
| Google Place ID | ChIJ56h8FO6wj4ARYLeBm_V39ho |
| Doctor Names | Duc-Nhan Pham, Joseph Field, Karl Supal, Marlana Shile |
Hours on Google
| Monday | 7:00 AM – 5:00 PM |
| Tuesday | 7:00 AM – 5:00 PM |
| Wednesday | 7:00 AM – 5:00 PM |
| Thursday | 7:00 AM – 5:00 PM |
| Friday | 7:00 AM – 4:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Please confirm hours match what's published on pccdsmiles.com (shared domain with PCCD Mountain View — both location pages should reflect the right office hours). The 5-day, early-open schedule (Mon-Fri, 7:00 AM start) is a real differentiator for commuters and worth surfacing on the GBP description.
PCCD Los Altos's 4.9★ / 316-review Google base (plus a 4.7★ / 213-review Yelp signal) is a major asset; the focus is converting that cosmetic-trust well into booked appointments and measurable call data.
Top 3 Priorities — In Order
- Verify your name, address, phone (NAP), doctor names, and hours match between pccdsmiles.com (shared with PCCD Mountain View) and your Google listing (GBP)
- Publish a Book Online button on your Google Business Profile — Neurality scheduling is already live on the website, but GBP doesn't surface it
- Onboard PeerLogic call tracking — without it Gate 3 missed-call and call-conversion data can't be measured against the gate
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
Doctors & Insurance
Ownership, doctor line-up, and payor posture for PCCD Los Altos — the pieces that shape which patients we can attract and how they pay. Confirm any changes with the OM.
Ownership & Doctor Line-up
- Ownership entity
- Joseph Field DDS Inc.
- Owner-doctor(s)
- Dr. Joseph Field
- Practice type
- General Dentistry (cosmetic-focused Advanced Care)
- Full roster (4 dentists)
-
- Dr. Duc-Nhan Pham · dpham@pccdsmiles.com
- Dr. Joseph Field · jfield@pccd.net
- Dr. Karl Supal · ksupal@pccdsmiles.com
- Dr. Marlana Shile · mshile@pccdsmiles.com
- Office Managers
-
- Janna York · Janna@pccdsmiles.com
- Sandra Cornelio-Chavez · karina@pccdsmiles.com
Payor Posture
Fee-for-service (out-of-network)
Practice does not hold PPO contracts on file in the SGA payor-mix system (reference: payormix-matched.2026-07-01.xlsx, Missing — FFS (no action) sheet). Patients pay cash or self-submit for out-of-network reimbursement.
This is consistent with the cosmetic-focused Advanced Care positioning — FFS practices trade insurance-driven volume for higher case value and cosmetic mix. For the roadmap: DTC creative + membership/financing offers matter more here than in-network attraction.
Tech Stack on File
- Practice management
- Dentrix Ascend
- Scheduling
- Neurality — Active since Jan 20, 2026
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.
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.
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.
The Patient Funnel
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.
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.
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 Baseline 97.2 (2026-05-17) · Grade A · refresh on request
PCCD Los Altos's GBP is one of the highest scores in the network. NAP, categories, description, and photo coverage are fully optimized; the 4.9★ / 316-review base anchors local search results across the Peninsula. The single structural gap is the Book Online surface — Neurality scheduling is already live on the website, but no booking link is published on the GBP appointment field, so every Maps and Search visitor still has to call.
| Sub-Category | Score |
|---|---|
| Name, Address, Phone (NAP) | 30 / 30 (100%) |
| Category Selection | 20 / 20 (100%) |
| Description | 10 / 10 (100%) |
| Photos | 15 / 15 (100%) |
| Appointment / Reserve with Google | 0 / 25 (0%) Red |
What's Next on GBP
- Publish a Book Online button — Neurality is already wired to the website; copy that scheduling URL into the GBP appointment field today and turn on Reserve-with-Google for one-tap booking. This is the single fastest win in the briefing.
- Highlight the 7:00 AM open and full Mon-Fri operating schedule in the GBP description — strong commuter signal for the Peninsula market
- Keep photo cadence steady — refresh quarterly with team, clinical, smile-gallery, and exterior shots; cosmetic before/afters carry well in Maps
Website Yellow Baseline 78.8 (2026-06-16) · refresh on request
pccdsmiles.com baselines at 78.8 — solid mid-Yellow, with the Neurality booking flow already live (a real strength vs. most practices in the cohort). The remaining lifts are the contact form, GoHighLevel marketing platform, and trust-signal pass (privacy/ADA, schema, doctor E-E-A-T). Important context: this domain is shared with the PCCD Mountain View sister practice — any rebuild or major patch sequence has to be scoped across both locations together, not just Los Altos.
| Where the Lift Is | Status |
|---|---|
| Online scheduling (book button) | Live (Neurality) Green |
| Contact form / lead capture | Not live Red |
| GoHighLevel (GHL) integration | Not live Red |
| Legal Compliance (privacy, ADA, terms) | Gap Red |
| Structured Data / Schema | Gap Red |
| E-E-A-T (doctor bios, credentials) | Gap Yellow |
| Image / video / welcome content | Gap Yellow |
Top Lifts
- Publish a contact form (and route leads into the same CRM that picks up phone activity)
- Wire GoHighLevel (GHL) marketing platform so SMS reminders, reactivation, and review-asks run automatically
- Publish a Privacy Policy + ADA Accessibility Statement in the footer (covers both Los Altos and Mountain View)
- Add LocalBusiness / Dentist + Person/Author schema across service and team pages — schema needs to disambiguate the two locations
- Deepen doctor bios with credentials, education, memberships (E-E-A-T) for both Los Altos and Mountain View teams
- Publish a homepage welcome / office-tour video — the cosmetic positioning rewards visual proof
Social Media See Drive sheet Audit pending Drive CSV refresh
PCCD Los Altos's social audit row is in the network Drive CSV (file ID 1ctx3UX5FwJTLdbKatO3mtO8OXsdGcioZ). Pull the latest snapshot before the Growth Manager call so Facebook/Instagram setup, access, and cadence reflect today's state — coordinate with PCCD Mountain View if the social handles are shared. The briefing template defaults to "see Drive sheet" when the CSV hasn't been re-pulled in the build session.
What We're Checking
- Facebook + Instagram presence and link from the website
- Facebook Page · Meta Business Manager · Instagram · IG-to-FB linkage
- Posting cadence and last-active date
- Whether the website Book Online link (once live) is cross-promoted in social bios/CTAs
What's Next on Social
- Refresh the Drive social CSV row for PCCD Los Altos (and Mountain View if handles overlap) and bring the access checklist into the next Growth Manager/ROD touch
- Korinne (Studio) onboards PCCD into the weekly publishing cadence once access is confirmed
- Cross-promote scheduling + reviews once the website book-online flow is live
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.
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 PCCD Los Altos Stands
- New-patient availability inside 7 days — confirmed YES (the schedule is open for new patients today)
- Online scheduling — live on the website via Neurality; this is a real strength vs. most practices in the cohort
- GBP Book Online surface — not published; the Neurality scheduling URL exists but isn't wired into the GBP appointment field, so Maps/Search visitors don't see it (quick-win mismatch)
- Contact form — not live on pccdsmiles.com (every inbound that isn't a scheduled booking still routes through the main phone line)
- Neurality AI answering — Active; the after-hours coverage layer is on, which is rare in the cohort and pairs well with the live booking flow
- Gate 2 sits Yellow (not Red) because of the GBP surfacing gap and missing contact form — both are quick wins, not infrastructure builds
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.
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 PCCD Los Altos Stands
PeerLogic is NOT live at PCCD Los Altos — and that's the central gate issue. PL Analytics is live and Neurality (AI answering) is Active, but without PeerLogic call tracking the missed-call and call-conversion measurements that define Gate 3 can't be sourced reliably. The numbers below come from a manual pull and should be treated as directional, not as the gate measurement:
| Metric | PCCD (manual) | Target |
|---|---|---|
| Missed call rate | 12.6% Unsourced | < 18% |
| New-patient call conversion | 32.1% Unsourced | ≥ 45% |
The manual missed-call figure looks like it's already inside the gate, but with no PeerLogic feed under it the number can't be trusted as the threshold measurement. The conversion number reads well below target — fixing it without measurement-grade tracking would be guessing. PeerLogic onboarding is the unblock for the entire gate: it gives the front desk and Growth Manager real call data, lets us source the missed-call and conversion rates the way every other gate is sourced, and pairs with Neurality (already live) to actually close the loop.
How We Close The Gap
- Onboard PeerLogic call tracking — this is the single most consequential lift in the briefing. Until PeerLogic is live, the Gate 3 measurements (and the front-desk coaching loop they feed) can't operate at PCCD the way they do across the rest of the network. Neurality is already Active; PeerLogic gives it data to learn from.
- L&D phone-skills training for the front desk — once the manual 32.1% conversion has a PeerLogic feed underneath, scripting, objection handling, and new-patient intake reps with Learning & Development (L&D) become the lever
- Growth Manager reviews the PeerLogic dashboard with the OM monthly once onboarding completes — early read on call patterns and Neurality handoff quality
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.
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
Reputation Signal Across Platforms
| Google Reviews | 4.9★ across 316 reviews — one of the most trusted review bases in the Peninsula. Current cadence is ~2 new reviews per month; the gate wants 10+/mo on a rolling basis to keep recency strong. The gap between the trust base and the cadence is the entire Gate 4 issue. |
| Yelp | 4.7★ across 213 reviews — strong secondary signal well above the trust threshold (view listing). Reinforces Google in branded searches and carries real weight in the Bay Area cosmetic market. |
Google is the primary platform; Yelp is a secondary signal that still surfaces in branded searches. PCCD's Yelp at 4.7★ / 213 reviews is well above the secondary-signal threshold — no defensive workflow needed. The review-cadence program for Google can naturally include a Yelp ask for patients who prefer that platform.
Where PCCD Los Altos Stands
- Review base is one of the most trusted in the Peninsula — 316 Google reviews at 4.9★, plus 213 Yelp reviews at 4.7★
- New-review cadence is ~2 per month — well below the 10/mo bar and the main lever inside Gate 4 (the trust well exists; the cadence engine doesn't)
- Referral program is on Growth Manager-tracked manual review; new-patient mix from referrals confirmed under 50% in the gates file (Dental Intel / Power BI sizing pending)
- The cosmetic-trust position is the asset — a 4.9★ base on a 316-review history sells cosmetic and implant cases on its own, but it has to stay fresh
- The lift is real but the playbook is small — Zappy cards + QR codes at checkout, plus a daily review-ask in the morning huddle, typically gets practices from 2 to 10+ per month inside 90 days
05 Growth Acceleration Strategy Scale Layer Recommendation
Is the practice operationally ready for accelerated growth?
Not every practice needs paid media or additional demand generation immediately. Sustainable growth begins by identifying the true constraint within the business and aligning growth investments appropriately.
Our Strategic Recommendation for PCCD Los Altos
PCCD Los Altos is classified Advanced Care with one of the strongest cosmetic-trust foundations in the network — a 4.9★ Google base on 316 reviews, a 4.7★ Yelp base on 213 reviews, a 97.2 GBP score, and Neurality already live as both the website booking layer AND the AI answering layer. The gap is measurement and surfacing: PeerLogic call tracking is not live (so Gate 3 has no source-of-truth data), GBP doesn't publish the Neurality booking link, and the website still needs a contact form + GoHighLevel + trust-signal pass. None of these are infrastructure builds — they're configuration and onboarding moves.
Stage one of your Advanced Care strategy is cosmetic + restorative referral growth — implant, full-arch, veneer, and smile-makeover pipelines with Bay Area periodontal, oral surgery, and primary care partners. The cosmetic positioning, premium reviews, and Peninsula geography (affluent, high-intent market) make PCCD Los Altos a credible referral destination today; the doctor-bio, schema, and testimonial work the Studio runs for the website doubles as the referral package's content engine. Coordinate scope with PCCD Mountain View, since both share the domain and most likely overlap on referral sources.
Direct-to-consumer advertising — SGA-funded implant and cosmetic campaigns — layers on once Gate 1 (contact form + GHL + trust signals), Gate 2 (publish Neurality on GBP + contact form), Gate 3 (PeerLogic onboarded so missed-call and conversion can be measured), and Gate 4 (review cadence climbs from 2 to 10+/mo) move green. That's the unlock: ad dollars only pay off when every call is answered, every lead can book online, and every patient experience earns a review. PCCD has the reputation; we owe it the measurement and surfacing layers.
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
- Scoping pccdsmiles.com website lifts (contact form, GHL, trust signals, schema) jointly with PCCD Mountain View since the domain is shared
- Initiating PeerLogic onboarding so Gate 3 can be measured against the threshold
- Mapping cosmetic + implant referral partner targets across the Peninsula Bay Area — perio, OS, and primary care
- Preparing the GBP Book Online publish (wire Neurality URL into the appointment field) — quick win, this week
- Holding moving to Advanced Care until Gates 1, 2, 3, and 4 are green
Local Market Signals
Live pull from Google on July 9, 2026 for “cosmetic dentist” and “veneers” in Los Altos. These are the search-behavior + competitive signals feeding the roadmap below — refreshed on demand.
- cosmetic dentist in Los Altos: we hold the #1 local-pack spot (Peninsula Center of Cosmetic Dentistry Los Altos — 4.9★/317 reviews). Defend it — the #2 slot is Altos Family & Cosmetic Dentistry (4.8★/54).
- Google’s autocomplete surfaces our brand for “cosmetic dentist los altos” — branded search demand exists. Bid on the branded phrase in paid, defend it in organic.
- veneers in Los Altos: we hold the #1 local-pack spot (Peninsula Center of Cosmetic Dentistry Los Altos — 4.9★/317 reviews). Defend it — the #2 slot is Mid-Peninsula Dental Specialists (4.9★/138).
- Statewide “veneers” search interest is cooling — down 40 points YoY (peak was Aug 10 – 16, 2025). Front-load promos before the next peak window.
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| # | Business | ★ | Reviews | Address |
|---|---|---|---|---|
| 1 | Peninsula Center of Cosmetic Dentistry Los Altos | 4.9 | 317 | 99 3rd St |
| 2 | Altos Family & Cosmetic Dentistry | 4.8 | 54 | 827 Altos Oaks Dr #2 |
| 3 | Jeffrey A. Diamond D.D.S. Restorative and Cosmetic Dentistry | 4.9 | 112 | 158 2nd St |
| 4 | Dr. Joseph Field; Cosmetic Dentist | 5.0 | 11 | 99 3rd St |
| 5 | Mid-Peninsula Dental Specialists | 4.9 | 138 | 20 1st St #200 |
| 6 | Los Altos Dental Group | 4.9 | 54 | 4906 El Camino Real #1 |
| 7 | Los Altos Family Smiles | Sheena Vaswani DDS | 4.9 | 167 | 646 Fremont Ave |
| 8 | Saumya Ram, DDS | 5.0 | 159 | 826 Altos Oaks Dr #1 |
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| # | Business | ★ | Reviews | Address |
|---|---|---|---|---|
| 1 | Peninsula Center of Cosmetic Dentistry Los Altos | 4.9 | 317 | 99 3rd St |
| 2 | Mid-Peninsula Dental Specialists | 4.9 | 138 | 20 1st St #200 |
| 3 | Dr. Joseph Field; Cosmetic Dentist | 5.0 | 11 | 99 3rd St |
| 4 | Altos Family & Cosmetic Dentistry | 4.8 | 54 | 827 Altos Oaks Dr #2 |
| 5 | Peninsula Center of Cosmetic Dentistry Mountain View | 4.9 | 188 | Mountain View, CA |
| 6 | Jeffrey A. Diamond D.D.S. Restorative and Cosmetic Dentistry | 4.9 | 112 | 158 2nd St |
| 7 | Tina Le, DDS. | 5.0 | 30 | 827 Altos Oaks Dr Ste 3 |
| 8 | Saumya Ram, DDS | 5.0 | 159 | 826 Altos Oaks Dr #1 |
Growth Team Work
Your Growth Team has work underway on PCCD Los Altos 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.
Work Categories In Flight
| Category | Tasks | Status |
|---|---|---|
| Studio Backlog — Website lifts (contact form, GHL, schema, legal, E-E-A-T, welcome video) — coordinate with PCCD Mountain View | 5 | Open |
| Field Manager Backlog — GBP Book Online publish, GBP hours confirm, NAP cross-check, PeerLogic onboarding initiation | 4 | Mixed — 2 open, 2 awaiting office |
| Marketing Approval Queue — PeerLogic onboarding, referral program, Zappy + huddle workflow, L&D, cosmetic + implant referral package, testimonials, referral mix manual review | 7 | Pending sign-off |
What We Need From You
The work outside your four walls is on us. The work inside is on you. Here's the short list — tagged by who's best positioned to take it on. Nothing here is busywork; every item moves at least one gate toward green.
What Growth Is Handling
- Scope pccdsmiles.com website lifts (contact form, GHL, schema, legal, E-E-A-T) — coordinate with PCCD Mountain View since the domain is shared
- Initiate PeerLogic call tracking onboarding so Gate 3 can be measured
- GBP: publish the Neurality booking link into the appointment field + turn on Reserve-with-Google (quick win)
- Social cadence + cross-promotion of the booking flow (Korinne — coordinate with Mountain View if social is shared)
- Cosmetic + implant referral package for Peninsula Bay Area perio, OS, and primary care partners
- PeerLogic dashboard review with the OM monthly (begins after onboarding completes)
- Welcome / office-tour video production (Studio) — cosmetic positioning rewards visual proof
- Holding PCCD moving to Advanced Care until Gates 1, 2, 3, and 4 are green
What We Need From You
- Verify NAP, doctor names, and hours match between the Los Altos page on pccdsmiles.com (shared with Mountain View) and your GBP listing
- Approve PeerLogic onboarding so Gate 3 can be measured against the threshold
- Deploy Zappy cards + QR codes and add review-asks to the morning huddle — lift cadence from 2/mo toward 10+/mo on the existing 4.9★ / 316-review base
- Approve in-office referral program structure (Doctor + OM) — cosmetic + implant focus for Peninsula partners
- Front desk team completes phone-skills training with Learning & Development (L&D) once PeerLogic data is live
- Supply doctor bios, credentials, and 3-5 patient testimonials (cosmetic case results carry well here)
- Book a Studio shoot day or share existing footage for the welcome video
Your Office Growth Sequence
This is the priority order we work every General and 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 pccdsmiles.com (shared with Mountain View) and your GBP. If anything is off, submit a Marketing Request to correct it. | Manual check pending | Gate 1 |
| 1 | Publish the Neurality booking link on your Google Business Profile so Maps/Search visitors get a one-tap booking path. Neurality is already live on the website — this is the fastest win in the briefing. | Not started | Gate 1, 2 |
| 2 | Onboard PeerLogic call tracking. Until PeerLogic is live, Gate 3 missed-call and call-conversion data can't be sourced as the gate measurement. | Not started | Gate 3 |
| 3 | 10+ Google reviews per month. Currently ~2/mo on a 4.9★ / 316-review base — deploy Zappy cards + QR codes and add review-asks to the morning huddle. | Below bar | Gate 4 |
| 4 | 50%+ of new patients come from referrals. If not, launch a cosmetic + implant referral program for Peninsula perio, OS, and primary care. Currently No per the gates file; Growth Manager-tracked manual review in flight. | Not started | Gate 4, 5 |
| 5 | Partnering with Korinne for content cadence on Instagram + Facebook (audit pending Drive CSV refresh — see Gate 1 social sub-card; coordinate with Mountain View if handles overlap). | Pending audit | Gate 1 |
| 6 | Front desk team has completed phone skills training through the L&D Team. Becomes the active lever once PeerLogic call data is live. | Not started | Gate 3 |
| 7 | Confirm membership / in-house savings plan and align with the cosmetic + premium positioning for the Peninsula market. | Growth Manager review | Gate 1 |
Detailed Action Items
| Priority | Action | Owner | Why It Matters | Gate |
|---|---|---|---|---|
| P1 | Verify NAP, doctor names, and hours match between pccdsmiles.com (shared with Mountain View) and GBP. Submit a Marketing Request for any changes. | OM | Always the first step. Small inconsistencies hurt local rank and patient trust — especially important on a shared domain. | 1 |
| P1 | Growth Manager: publish the Neurality scheduling URL into the GBP appointment field and turn on Reserve-with-Google. Neurality is already live on the website — this is just wiring it into the GBP surface. | Growth Manager | Single fastest win in the briefing. Closes the GBP appointment field (0 / 25 points) and gives every Maps/Search visitor a one-tap booking path. | 1, 2 |
| P1 | Approve PeerLogic call tracking onboarding so Gate 3 missed-call and call-conversion data can be measured against the gate. | OM | Until PeerLogic is live, Gate 3 has no source-of-truth measurement. Pairs with Neurality (already Active) to actually close the call-handling loop. | 3 |
| P1 | Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle (cover Google and Yelp). | Front DeskOM | Closes the gap from ~2/mo to 10+/mo Google reviews on top of a 4.9★ / 316-review base; keeps the 4.7★ Yelp signal fresh too. | 4 |
| P1 | Approve cosmetic + implant referral program launch — target 50%+ of new patients from referrals (Peninsula perio, OS, primary care). | DoctorOM | Highest-ROI new patient source; this is stage one of PCCD's Advanced Care recommendation in Gate 5. | 4, 5 |
| P1 | Studio: scope pccdsmiles.com website lifts (contact form, GHL, Privacy + ADA, LocalBusiness + Dentist + Person schema) — coordinate with PCCD Mountain View since the domain is shared. | Studio | Lifts the Gate 1 website baseline (78.8) from Yellow to Green without a full rebuild; schema needs to disambiguate the two locations. | 1 |
| P2 | Front desk team completes L&D phone skills training once PeerLogic data is live. | Front DeskROD | Becomes the active lever for call conversion once Gate 3 has measurement-grade tracking underneath it. | 3 |
| P2 | Supply updated doctor bios, credentials, and 3-5 patient testimonials (cosmetic case results carry well in this market). | OM | Unlocks Studio's E-E-A-T + testimonials work. Lifts website Doctor/Team Trust + Social Proof at the same time. | 1, 4 |
| P2 | Book a Studio shoot day (or share existing footage) for the homepage welcome / office-tour video. | OM | Closes the Video / Welcome content gap and gives the cosmetic referral package a face for partner outreach. | 1, 5 |
| P2 | ROD pulls Dental Intel + Power BI to confirm PCCD Los Altos's current new-patient mix from referrals. | ROD | Manual review per the gates file — sizes the referral opportunity for the Advanced Care plan. | 4, 5 |
Owner badges: Doctor Office Manager ROD Front Desk · plus Growth Manager 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 Nessreen Hagopian (ROD) — and PCCD Los Altos's incoming Growth Manager once assigned — if you want to reshuffle.
Fix Now (Next 30 Days)
- Publish the Neurality scheduling URL on the GBP appointment field and enable Reserve-with-Google (Gate 1 + 2 — fastest win)
- Initiate PeerLogic call tracking onboarding so Gate 3 can be sourced against threshold (Gate 3)
- Deploy Zappy cards + QR codes and add review-asks to the morning huddle — Google and Yelp (Gate 4)
- Studio scopes website lifts (contact form, GHL, Privacy + ADA, first schema pass) coordinated with PCCD Mountain View (Gate 1)
Office Input Needed (Next 30 Days)
- NAP + hours cross-check between pccdsmiles.com (shared with Mountain View) and GBP — confirm the Los Altos page on the shared domain reflects the correct location data
- Doctor + OM align on cosmetic + implant referral program incentive structure
- Supply doctor bios, credentials, and 3-5 patient testimonials (cosmetic case results work here)
- Book a Studio shoot day or share existing welcome-video footage
Growth Team Work (In Flight)
- Cosmetic + implant referral package for Peninsula Bay Area perio, OS, and primary care partners
- Website lifts (contact form, schema, E-E-A-T, trust signals) scoped jointly with PCCD Mountain View
- GoHighLevel (GHL) onboarding so SMS reminders, reactivation, and review-asks run automatically
- PeerLogic onboarding initiation + monthly dashboard review once data is flowing
Operations Coaching Opportunities
- Front-desk call-conversion training with L&D (Gate 3)
- Patient experience and review-ask scripting (Gate 4)
- Referral-program rollout coaching with ROD (Gate 4 + 5)
Future Advanced Care Consideration
- Direct-to-consumer paid media unlocks once Gates 1, 2, 3, and 4 hold green
- Cosmetic + implant referral growth across the Peninsula is stage one of the Advanced Care strategy
- PCCD Los Altos's 4.9★ / 316-review base (+ 4.7★ / 213-review Yelp) is the network asset — protect it by wiring PeerLogic, surfacing the GBP booking link, and lifting review cadence before DTC dollars land
- Quarterly readiness review with Nessreen Hagopian + assigned Growth Manager