Peak Family Dental Care Sedona Team

Office Manager email — confirm with PGP
PAYLOC: PEAKSDAZDD · Sedona, AZ · Advanced Care · Brand: Gen4
Prepared by Your Growth Team
Practice Growth Partner — TBD
Reach out to Tim Gurske (ROD) for anything in this report
Briefing date: June 18, 2026
Your Growth Team
Practice Growth Partner · TBD — assignment in flight Tim Gurske · 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 your name, address, and phone (NAP) 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)Peak Family Dental Care Sedona
Address7000 State Rte 179 STE B100-1,
Sedona, AZ 86351, USA
Phone(928) 284-1091
Websitepeakfamilydentalaz.com
StatusOperational
Google Place IDChIJYQ3AqgemLYcRLa3zkb0B7Gs
Doctor NamesConfirm with OM — Peak Family Dental Care Sedona Team (names withheld from external view per internal policy)

Hours on Google

Monday8:00 AM – 5:00 PM
Tuesday8:00 AM – 5:00 PM
Wednesday8:00 AM – 5:00 PM
Thursday8:00 AM – 5:00 PM
FridayClosed
SaturdayClosed
SundayClosed

Please confirm hours match what's published on peakfamilydentalaz.com. Mon-Thu only is unusual for a tourism market — confirm with OM whether weekend or Friday hours are on the roadmap. GBP baseline audit pending; schedule with Amy.

Gate 3 is the urgent move, Gates 1/2/4 are close — call handling is the deepest gap (43.9% missed / 26.8% conversion); the rest are concrete fixes.
Peak Family Dental Care Sedona has a 4.8★ / 348-review base, online booking live on GBP, and a tourism-market footprint. The biggest single lever is activating Neurality AI answering.

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. Activate Neurality AI answering and complete L&D phone-skills training — direct lever on the 43.9% missed-call rate and 26.8% conversion rate PeerLogic is live · Neurality is Inactive · Activation + L&D training is the fastest path to Gate 3 Green
  3. Confirm the Sedona Modento scheduling link is pointing at the Sedona flow (not Cottonwood) on both website and GBP Packet shows website link routes to /peak-family-dental-care-cottonwood — needs PGP audit · Studio fixes once confirmed
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
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.

Your Practice Growth Partner
Dakota Milner
Practice Growth Partner · Peak Family Dental Care Sedona's PGP is being assigned under the 2026 cohort model. Until then, contact Tim Gurske (ROD) for anything in this report.
dmilner@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
Tim Gurske · Regional Operations Director (ROD)dmilner@sgadental.com 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 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 Pending Baseline audit pending — schedule with Amy · 4.8★ / 348 reviews live

Peak Family Dental Care Sedona's GBP shows a strong reputation signal — 4.8★ across 348 reviews, Modento scheduling button live on the listing, and NAP looks clean on inspection. A formal baseline GBP audit has not yet been recorded in the tracker; the PGP needs to schedule it with Amy to put a number against Gate 1.

Sub-CategorySignal
Name, Address, Phone (NAP)Looks clean — verify in baseline audit
Description / CategoriesPopulated — confirm in baseline audit
PhotosQuarterly cadence recommended (red-rock exterior is a visual differentiator)
Appointment / Reserve with GoogleModento scheduling button live (book.modento.io/peak-family-dental-care-sedona)
Reviews4.8★ across 348 reviews — strong asset

What's Next on GBP

  • Schedule the baseline GBP audit with Amy — required to grade Gate 1
  • Confirm the Sedona Modento link on GBP routes to the Sedona scheduling flow (not Cottonwood)
  • Quarterly photo refresh — team, exterior (red-rock context), treatment-room, and Advanced Care case shots
  • Confirm GBP hours match peakfamilydentalaz.com (Mon-Thu 8AM-5PM, Fri-Sun closed) — tourism markets often benefit from a Friday or Saturday day; discuss with OM
Website Yellow Baseline 74.8 (2026-05-22) · refresh on request

peakfamilydentalaz.com is above the 70-point threshold but below the 85 Green line — the site converts on brand strength and a clean structure, but it's missing the tourism-market positioning Sedona requires, the one-tap booking surfacing, and the schema + legal layer needed for DTC campaigns to land safely. A Studio patch (not a rebuild) closes the gap.

Where the Lift IsDirection
Conversion Strategy (booking pathways)Surface Modento as header + hero Lift
Structured Data / SchemaLocalBusiness + Dentist + Person schema Lift
Legal Compliance (privacy, ADA, terms)Ship Privacy + ADA statement Lift
Tourism-Market ContentAdd Sedona-specific landing content Lift
E-E-A-T (author/credential markup)Doctor bios + testimonials Lift
Strongest AreasSignal
Core SEO & CrawlabilityStrong Green
Mobile UXStrong Green
Three-Location Linkage (Sedona ↔ Cottonwood ↔ Flagstaff)In place Green

Top Lifts

  • Stand up a true online booking path on the website (Modento link surfaced as a primary header/hero button) — closes the Gate 2 gap
  • Audit Modento routing — packet shows the website's scheduling link resolves to book.modento.io/peak-family-dental-care-cottonwood; this needs to point at the Sedona Modento flow
  • Publish Privacy Policy + ADA Accessibility Statement in the footer
  • Add LocalBusiness / Dentist + Person/Author schema across service and team pages
  • Add Sedona-tourism content: emergency-dentist intent, day-of availability for visitors, red-rock context
  • Deepen doctor bios with credentials, education, memberships (E-E-A-T)
Site is in scope for a Studio refresh, not a full rebuild — targeted patches lift Conversion, Schema, Legal Compliance, and tourism positioning to clear 85 and unlock Gate 1 Green. Your ROD and PGP will confirm the patch sequence.
Social Media Yellow See Drive sheet — confirm access + cadence with Korinne

Current social-audit detail lives in the SGA Social Media Audit Drive sheet (refresh on demand). Confirm Facebook Page access, Meta Business Manager access, Instagram access, and Instagram-linked-to-Facebook status with Korinne before the cadence rollout.

Current State

  • Confirm channels and handles with Korinne (Studio) — re-pull the Drive social audit row before publishing
  • Access matrix (Facebook Page · Meta Business Manager · Instagram · IG linked to FB) — verify on next audit refresh

What's Next on Social

  • Korinne (Studio) takes cadence to weekly across active platforms
  • Promote the Modento scheduling link in IG bio + FB call-to-action button
  • Layer in patient stories, team content, and Advanced Care case features once consent flow is signed off
  • Reuse GBP photos as a baseline content library
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 Peak Family Dental Care Sedona Stands

  • Scheduling button is live on Google Business Profile (Modento — book.modento.io/peak-family-dental-care-sedona)
  • Online booking is live on the website but the link routes to the Cottonwood Modento flow, not Sedona — this is the urgent fix; until the website link points at Sedona, patients can be inadvertently routed to the sister practice
  • New-patient availability inside 7 days — confirmed YES
  • Contact form is live on site
  • Neurality AI answering is Inactive — overflow and after-hours calls drop; pairs with the Gate 3 Red signal
  • Action: fix the Modento routing on the website, surface the link as a primary header + hero button, and activate Neurality — three steps that close Gate 2 and unblock Gate 3
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.

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 Peak Family Dental Care Sedona Stands

PeerLogic (call tracking) and PL Analytics are live — but Neurality (AI answering) is currently Inactive in the crosswalk. May 2026 PeerLogic data shows the deepest call-stack gap in this cohort:

MetricPeak Family SedonaTarget
Missed call rate43.9% Red< 18%
New-patient call conversion26.8% Red≥ 45%
Neurality AI answeringInactive RedActive

How We Close The Gap

  • Activate Neurality immediately — at 43.9% missed, almost half of inbound demand is being lost; AI answering for overflow + after-hours is the fastest single move available on this gate
  • L&D phone-skills training for the front desk — scripting + objection handling + new-patient-specific intake flows; direct lever on the 26.8% conversion rate
  • PGP reviews the PeerLogic dashboard with the OM monthly and tunes from there — target is 18% missed and 45% conversion within 60 days of Neurality activation
  • Tourism-market posture matters: Sedona visitor calls are often time-sensitive (visiting + need urgent care) — overflow coverage is non-optional for capturing this segment
04 Patient Experience & Reputation Experience Layer Red

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

Reputation Signal Across Platforms

Google Reviews 4.8★ across 348 reviews — a strong reputation base for a tourism market. Current cadence is ~6 new reviews per month; the gate wants 10+/mo on a rolling basis.
Yelp 3.2★ across 6 reviews — low Yelp activity (view listing). Not a meaningful patient-discovery channel for this practice today, but worth a light monitor in case a single new review tips the visible rating.

Google is the primary platform; Yelp is a secondary signal that still surfaces in branded searches. With only 6 Yelp reviews, the rating is volatile — one new low-star review could meaningfully shift the visible average, so add Yelp to the reputation-monitor workflow.

Where Peak Family Dental Care Sedona Stands

  • Google review base is a strong asset for a tourism market — 348 reviews at 4.8★
  • New-review cadence is ~6/mo — below the 10/mo bar; concentrate the asks on Google to lift volume
  • Yelp shows 3.2★ across 6 reviews — low Yelp activity (not a red flag), but the small base is volatile; add to reputation monitor
  • Referral program is on manual review (PGP-tracked); new-patient mix from referrals is currently NO ≥50% — referral program needs to launch as part of Gate 5
  • The lift is small on Google — Zappy cards + QR codes at checkout, plus a daily review-ask in the morning huddle, typically gets practices from 6 to 12+ per month inside 30 days
  • Three-location cluster (Sedona / Cottonwood / Flagstaff) — share review-collection playbook across all three Peak Family locations once Sedona proves cadence
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 Peak Family Dental Care Sedona

Peak Family Dental Care Sedona is classified Advanced Care and sits inside a three-location Verde Valley / northern Arizona cluster (Peak Family Cottonwood + Peak Family Flagstaff) — that geographic depth is itself a competitive moat. The reputation base is strong (4.8★ on 348 reviews), online booking is live on GBP, and PeerLogic call tracking is on. The lift is concentrated in three places: the call-conversion stack (43.9% missed / 26.8% conversion — the deepest gap on the gate, driven primarily by Neurality being Inactive), the website storefront (74.8 → needs to clear 85), and Google review cadence (6/mo).

Stage one of your Advanced Care strategy is referral-based growth — implant, full-arch, and cosmetic referral pipelines with primary care, periodontal, and oral surgery partners across Sedona / Verde Valley / Flagstaff. Peak Family Cottonwood + Peak Family Flagstaff can be leveraged as part of the package: a referring partner who can route patients to whichever location is most convenient is more valuable than a single location. That's the highest-return lever available with the gates as they stand today, and the assets we build for it (referral package, doctor bios, before/after library) carry forward into the DTC unlock.

Sedona is also a tourism market — visitor demand for emergency and urgent dental care is a distinct lead source most cohorts don't have access to. Once the call stack (Gate 3) holds, tourism-targeted content on the website + a "we see visitors same-day" angle on GBP becomes a unique demand-generation lever.

Direct-to-consumer advertising — SGA-funded implant and cosmetic campaigns — layers on as soon as Gate 1 (website lift), Gate 3 (call stack), and Gate 4 (review cadence) move green. That's the unlock: ad dollars only pay off when every Sedona patient who lands on the website can book in one tap, every call is answered, and every patient experience earns a review.

Strategic Growth Areas Reviewed

  • Capacity and provider availability across the three-location cluster
  • Revenue opportunity and service mix
  • Hygiene, GP, specialty, ortho, implant growth potential
  • Referral and reactivation opportunities (Verde Valley + Flagstaff corridor)
  • SEO and organic visibility (tourism + permanent-resident split)
  • Paid media readiness
  • Community outreach and partnerships
  • ROI alignment and budget planning

What We're Doing Now

  • Activating Neurality AI answering — the single biggest move available on Gate 3
  • Mapping implant + cosmetic referral partner targets across Sedona / Verde Valley / Flagstaff with Peak Family Cottonwood + Peak Family Flagstaff as a three-location package
  • Preparing tourism-market content for the website (visitor / emergency / same-day intent)
  • Building Peak Family Sedona's website conversion, schema, and E-E-A-T layer so DTC traffic lands on a trust-ready site
  • Holding moving to Advanced Care until Gates 1, 3, and 4 are green

Growth Team Work

Your Growth Team has work underway on Peak Family Dental Care Sedona 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.

16
Tasks identified
6
Ready to execute
5
Awaiting your input
5
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 Peak Family Dental Care Sedona.

Investment Category Monthly
Foundational Growth Techstack
PeerLogic call tracking (live) · Neurality AI answering (activation in flight — currently Inactive) · Modento online scheduling (live on GBP) · Promo Republic social publishing
$185.00
Optional Web
Cookiebot · Userway ADA · SEO retainer
$211.00
Total Monthly Investment $396.00

Work Categories In Flight

Category Tasks Status
Studio Backlog — Website lifts (booking CTA fix, legal, schema, E-E-A-T, patient resources, Sedona tourism content) 5 Open
Field Manager Backlog — GBP NAP cross-check, hours sync, photo cadence, Modento Sedona-vs-Cottonwood routing audit 4 Mixed — open + awaiting office
Marketing Approval Queue — Neurality activation, L&D phone training, Zappy + huddle, referral program, three-location plan, GBP baseline audit, DI/PBI confirm 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

  • Website lifts: surface Modento booking CTA, fix Sedona-vs-Cottonwood routing, Privacy / ADA policies, LocalBusiness + Dentist schema, Sedona tourism content
  • GBP cleanup: photo cadence refresh, Modento Reserve URL monitoring, baseline audit scheduling
  • Social cadence + cross-promotion across Peak Family Cottonwood + Peak Family Flagstaff (Korinne)
  • Neurality AI answering activation — single largest move available on Gate 3
  • Implant + cosmetic referral package for Sedona / Verde Valley / Flagstaff partners
  • PeerLogic dashboard review with the OM monthly
  • Holding Peak Family Sedona 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 + GBP (Mon-Thu schedule — confirm with OM whether Friday/Saturday hours should be added for the tourism market)
  • Approve Neurality (AI answering) activation; confirm config for after-hours + overflow once live
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle (Google-first)
  • Approve in-office referral program structure (Doctor + OM)
  • Front desk team completes phone-skills training with Learning & Development (L&D)
  • Supply doctor bios, credentials, and 3-5 patient testimonials
  • Confirm Sedona vs Cottonwood Modento routing — the current website scheduling link points at Cottonwood
  • Approve Modento booking surfacing on the website header + hero

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 website and GBP. If anything is off, submit a Marketing Request to correct it. Manual check pending Gate 1
1 Activate Neurality AI answering — currently Inactive in the crosswalk; the single largest move available on Gate 3 at 43.9% missed-call rate. Inactive Gate 3
2 Fix Sedona vs Cottonwood Modento routing on the website + surface as primary header/hero CTA. Wrong location routing Gate 1, 2
3 10+ Google reviews per month. Currently ~6/mo on a 4.8★ / 348-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 referral program — leverage Peak Family Cottonwood + Peak Family Flagstaff as a three-location package. Not started Gate 4, 5
5 Front desk team completes L&D phone skills training. Direct lever on the 26.8% call-conversion rate. Not started Gate 3
6 Partnering with Korinne for content cadence on Instagram + Facebook across Peak Family Sedona / Cottonwood / Flagstaff (access + handles to be confirmed on next social-audit refresh). In flight Gate 1
7 Sedona tourism positioning — confirm membership / emergency-visitor / same-day messaging with OM and ROD. PGP review Gate 1, 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. 1
P1 Activate Neurality AI answering — currently Inactive in the crosswalk. PGPDoctor Single largest move on Gate 3 — at 43.9% missed calls, almost half of inbound demand is being lost; AI answering for overflow + after-hours is the fastest single lever available. 3
P1 Studio: surface the Modento booking link as a primary header + hero call-to-action on peakfamilydentalaz.com, and fix the Sedona vs Cottonwood routing. StudioPGP Closes the Gate 2 gap, fixes a real routing issue (current link points at the Cottonwood Modento flow), and lifts Conversion Strategy on the website score. 1, 2
P1 Front desk team completes L&D phone skills training. Front DeskROD Direct lever on the 26.8% new-patient call conversion. Pairs with Neurality activation to make Gate 3 green. 3
P1 Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle (Google-first). Front DeskOM Closes the gap from 6/mo to 10+/mo Google reviews on a 4.8★ / 348-review base. 4
P1 Approve referral program launch — target 50%+ of new patients from referrals; leverage the three-location footprint (Sedona + Cottonwood + Flagstaff). DoctorOM Highest-ROI new patient source; this is stage one of Peak Family Sedona's Advanced Care recommendation in Gate 5. 4, 5
P1 Studio: ship Privacy Policy + ADA Accessibility Statement, then layer LocalBusiness + Dentist + Person schema across the site. Studio Biggest single jump available on the 74.8 website score toward the 85 Green threshold. 1
P2 Studio: add Sedona-specific tourism content — visitor / emergency / same-day intent — that no other Verde Valley practice owns. Studio Sedona's tourism traffic is a distinct demand source; capturing it requires content the current site doesn't have. 1, 2
P2 Supply updated doctor bios, credentials, and 3-5 patient testimonials. OM Unlocks Studio's E-E-A-T + testimonials work. Lifts website Doctor/Team Trust + Social Proof at the same time. 1, 4
P2 Studio: clarify insurance + financing pathways and build a patient-resources hub, including cross-location Cottonwood/Flagstaff context. Studio Lifts Patient Resources and reduces drop-off for self-pay and Advanced Care leads. 1
P2 ROD pulls Dental Intel + Power BI to confirm new-patient mix from referrals across all three Peak Family locations. ROD Cross-location comparison sizes the referral opportunity; Cottonwood + Flagstaff may already have replicable pipelines. 4, 5
P2 PGP schedules GBP baseline audit with Amy — required to grade Gate 1 fully. PGP GBP baseline is currently missing from the tracker; reputation signal (4.8★ / 348) is strong but the formal grade is needed. 1

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 Tim Gurske (ROD) — and Peak Family Sedona's incoming PGP once assigned — if you want to reshuffle.

Fix Now (Next 30 Days)

  • Activate Neurality AI answering — currently Inactive (Gate 3)
  • Fix the Sedona vs Cottonwood Modento routing on the website + surface as header/hero CTA (Gate 1 + 2)
  • Deploy Zappy cards + QR codes and add Google review-asks to the morning huddle (Gate 4)
  • Studio ships Privacy Policy + ADA statement and the first schema pass (Gate 1)
  • PGP schedules the GBP baseline audit with Amy (Gate 1)

Office Input Needed (Next 30 Days)

  • NAP + hours cross-check between website and GBP
  • Confirm Mon-Thu schedule reflects current operations (and whether weekend hours should be added for the tourism market)
  • Doctor + OM align on referral program incentive structure across Sedona + Cottonwood + Flagstaff
  • Supply doctor bios, credentials, and 3-5 patient testimonials
  • Approve Neurality activation

Growth Team Work (In Flight)

  • Implant + cosmetic referral package for Sedona / Verde Valley / Flagstaff corridor primary care, perio, and OS partners (three-location package leveraging Cottonwood + Flagstaff)
  • Sedona tourism content layer for the website (visitor + emergency + same-day intent)
  • Website E-E-A-T + LocalBusiness/Dentist schema pass
  • Patient resources + insurance/financing clarity pass on the website
  • Monthly PeerLogic dashboard review with the OM

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 across all three Peak Family locations (Gate 4 + 5)

Future Advanced Care Consideration

  • Direct-to-consumer paid media unlocks once Gates 1, 3, and 4 hold green
  • Referral-based implant + cosmetic growth is stage one of the Advanced Care strategy
  • Peak Family Dental Care Sedona brings a 4.8★ / 348-review base and a three-location Verde Valley / Flagstaff footprint — protect that lead by closing the call stack, website storefront, and review-cadence gaps now
  • Tourism-market positioning (Sedona visitor demand) is a unique demand-generation lever most cohorts don't have access to — unlock after Gate 3 holds
  • Quarterly readiness review with Tim Gurske + assigned PGP