Coastal Jaw Surgery — Clearwater (Pinellas Periodontics & Implant Dentistry) Team

Office Manager email — confirm with ROD
PAYLOC: PINELLFLPP · Modis · Specialty · Clearwater, FL
Prepared by Your Growth Team
Practice Growth Partner — TBD
Assigned PGP coming under the 2026 cohort model
Briefing date: June 17, 2026
Your Growth Team
Practice Growth Partner · TBD — assignment in flight Matt Sesto · Regional Operations Director Sarah Alofs · Chief Growth Officer
Full team directory ↓

★ Verify Your Google Business Profile Details

We pulled these from your Google Business Profile on June 17, 2026. Priority #1 for every office is making sure your name, address, phone (NAP) and the rest of your Google listing (GBP) 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)Coastal Jaw Surgery — Clearwater
Website title: Pinellas Periodontics & Implant Dentistry — Clearwater, FL
Address3003 Enterprise Rd E,
Clearwater, FL 33759
PhoneConfirm with OM — main phone not in crosswalk
Websitecoastaljaw.com/clearwater-fl/
StatusOperational
Google Place IDChIJgxc_cVTvwogR-HK8fOEWkYk
Doctor NamesConfirm with OM — Coastal Jaw Surgery — Clearwater (Pinellas Periodontics & Implant Dentistry) Team (names withheld from external view per internal policy)
Brand SurfaceThe GBP renders as Coastal Jaw Surgery; the website title and Yelp listing render as Pinellas Periodontics & Implant Dentistry. This dual-brand surface needs a single-source-of-truth call (which name leads on each channel) before NAP can fully reconcile.

Hours on Google

Monday – FridayConfirm with OM — hours not in this build's packet
SaturdayConfirm with OM
SundayConfirm with OM

Please confirm hours match what's published on coastaljaw.com/clearwater-fl/. The baseline GBP audit hasn't run yet — these hours will be pulled directly from Google when that audit is scheduled with Amy.

3 gates need work, 1 is yellow, 1 is the recommendation panel — Specialty perio + implant practice with a healthy Yelp signal but missing call infrastructure and review cadence.
The website score (64.2 baseline) and a zero-cadence on Google reviews are the two visible gaps. The hidden gap is the dual-brand surface — Coastal Jaw on Google vs. Pinellas Periodontics & Implant Dentistry on the website / Yelp.

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) — and decide which brand name leads on each surface Always step one · OM confirms · Submit Marketing Request for any changes · Dual-brand surface needs a single-source-of-truth call
  2. Schedule the baseline GBP audit with Amy and re-run the website audit — Specialty-tuned scoring, baseline at 64.2 puts website squarely in the Red band Establishes the benchmark every future check is measured against · unblocks Gate 1
  3. Stand up the review cadence — 0 Google reviews in the last 30 days against a 16-review lifetime base needs an immediate Zappy + huddle deploy Deploy Zappy cards + QR codes · daily review-ask in the morning huddle · move from 0/mo toward 10+/mo · Yelp 4.2★ / 10 reviews is a positive secondary signal worth preserving
Your full Growth Sequence appears in "What We Need From You" below.
GATE 1
Digital Storefront Visibility
Red
GATE 2
New Patient Access
Yellow
GATE 3
Lead Response & Call Conversion
Red
GATE 4
Patient Experience & Reputation
Red
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 and on the surgical case load. Everything we do is in service of one goal: filling your schedule with the right new patients and the GP / general dentist referrals that keep a Specialty perio + implant practice strong.

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

Why Your Digital Storefront Matters

Before a referring dentist or a self-researching patient ever calls your office, they meet you online. They check your Google listing, read your reviews, click through to your website, and sometimes look at your Instagram. That's your digital storefront — and for a Specialty perio + implant practice it does double duty. It reassures the referring general dentist that you're the right place to send a complex case, and it gives the patient enough trust to pick up the phone.

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

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

Why We're Holding This Bar Now

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

We only invest those dollars where the basics are solid. A Specialty practice that can't measure missed calls, has a zero-cadence on Google reviews, or carries a dual-brand surface confusing the referring GP will burn through that media before it pays back. The opposite is also true: when the gates hold, every paid impression compounds with the referral engine you already have — and the existing 4.8★ Google base + 4.2★ Yelp signal is real equity to amplify.

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

The Patient Funnel

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

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

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

The Gates to Unlocking New Patient Growth

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

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

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

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

Your digital storefront is often the first impression a patient — or a general dentist about to refer a complex case — has of your practice. Before growth can happen, both audiences must be able to easily find accurate information, trust your brand, and confidently take the next step. For Coastal Jaw Surgery — Clearwater, the storefront is doubly complicated because two brand names point at the same suite (Coastal Jaw Surgery on Google, Pinellas Periodontics & Implant Dentistry on the website / Yelp).

Why It Matters

Patients and referring offices often decide whether to contact a practice before ever making a phone call. Inconsistent information, dual-brand confusion, outdated content, poor mobile experience, or weak visibility can create immediate drop-off — especially for a Specialty perio + implant practice where the referral conversation is the conversion.

Outcome

A strong, consistent digital presence that improves visibility, patient confidence, and conversion opportunity for both direct patient inquiries and general-dentist referral validation. Single-source-of-truth on brand name, NAP, and scheduling pathway across Google, website, and Yelp.

Your Digital Storefront — At a Glance

Google Business Profile Baseline pending Baseline audit pending — schedule with Amy

A full GBP audit has not yet been run for Coastal Jaw Surgery — Clearwater. We'll score NAP, categories, description, photos, and the appointment link once your baseline audit is scheduled — that becomes the benchmark every future check is measured against. The directionally good news: the GBP is rated 4.8★ on 16 lifetime Google reviews, the listing is live and operational, and the address (3003 Enterprise Rd E) reconciles with the address on coastaljaw.com/clearwater-fl/. The gap: the GBP renders as "Coastal jaw surgery" while the website title is "Pinellas Periodontics & Implant Dentistry — Clearwater, FL" — that mismatch is a manual cross-check item before the audit runs.

What We'll ScoreStatus
Name, Address, Phone (NAP)Address pulled clean; brand name mismatch with website — OM cross-check pending
Category SelectionBaseline audit pending
DescriptionBaseline audit pending
PhotosBaseline audit pending
Appointment / Reserve with GoogleNo scheduling CTA detected on the profile — wire-up needed after vendor selection

What's Next on GBP

  • Schedule the baseline GBP audit with Amy — this unblocks Gate 1 from its default Red and gives you a real score to track against
  • Resolve the dual-brand call (Coastal Jaw Surgery on GBP vs. Pinellas Periodontics & Implant Dentistry on website) and cross-check NAP / hours against the website
  • Once an online scheduling vendor is selected and live, wire Reserve-with-Google so every Maps / Search visitor has a one-tap booking path into the right brand
Website Below threshold Baseline 64.2 (2026-05-18) — refresh on request

coastaljaw.com/clearwater-fl/ scored 64.2 in the May 18, 2026 Phase-1 PSI + Firecrawl baseline — that puts it in the Red band (under 70). The site is a child page on the broader coastaljaw.com domain shared with the other Coastal Jaw Surgery locations, which is part of why this score is what it is: a shared parent site is harder to optimize for any one location's Specialty signals (perio + implants for the Clearwater suite specifically). What we can confirm from the live site: a contact form is present, online booking is reported live in the gates file (vendor TBD), and the WinOMS practice management system is in use behind the scenes.

What's Driving the 64.2 Score

  • Conversion: above-the-fold booking pathway exists but isn't a true single-click flow; sticky mobile button missing on the Clearwater child page
  • Trust signals: shared parent-domain bios mean the Clearwater-specific doctor / Specialty narrative is thin; Specialty case stories with patient permission not surfaced
  • SEO + technical: structured data (LocalBusiness / Dentist + Specialty schema) inconsistent across the parent + child pages, legal compliance (Privacy / ADA statement) needs review, Lighthouse mobile performance below threshold
  • Specialty-specific: GP referral landing page, case-mix education (implants / perio / sedation), insurance + financing transparency for surgical cases
The 64.2 baseline plus the shared-parent-domain architecture suggests a meaningful Studio backlog — the call to make with Amy + Mike is whether targeted lifts on the Clearwater child page (schema, doctor narrative, case stories, sticky CTA) get this to Yellow quickly, or whether the right move is a Clearwater-specific landing-page rebuild inside the parent domain. Schedule the recheck once the GBP baseline lands.
Social Media Light footprint Refresh from Drive CSV on demand

Social presence for Specialty perio + implant practices is typically lighter than for General / Advanced Care offices — Facebook and Instagram drive less direct patient discovery for a referral-led practice. The Clearwater suite is also part of the broader Coastal Jaw Surgery social presence, which means any cadence work here has to coordinate with the parent brand's social calendar. The current state is maintained in the Social Media Audit Drive sheet and refreshed on demand. The team will pull the latest snapshot during your first working session.

What We're Watching For

  • Whether Facebook and Instagram for Coastal Jaw Surgery are claimed at the parent-brand level and whether the Clearwater suite has its own location handle
  • Access status (Page admin, Meta Business Manager, IG) — needed before Korinne can build any cadence
  • Whether the practice has the assets to support a low-volume Specialty content cadence — staff features, surgical case-result content with patient permission, GP partner highlights
  • Whether social content can be reused as referral collateral for the general-dentist outreach engine
02 New Patient Access Access Layer Yellow

Can patients and referring offices easily schedule and be seen quickly?

Today's patients — and the GPs who refer to you — expect convenience, flexibility, and fast access to care. Even strong marketing cannot overcome limited availability or scheduling friction. For a Specialty perio + implant practice, this gate is especially important: a referred patient who can't get scheduled within a week often gets re-referred elsewhere or never converts at all.

Marketing should not drive demand into a scheduling bottleneck.

Success Metrics

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

What We Review

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

Where Coastal Jaw Surgery — Clearwater Stands

  • New-patient availability inside 7 days — confirmed YES. Specialty surgical capacity is healthy.
  • Online booking on the website — YES per gates file, but no specific vendor (Modento / NexHealth / LocalMed) named in the crosswalk. Confirm with OM which booking flow patients actually land in from the Clearwater child page — for a Specialty practice this matters because perio + implant intake often needs pre-consult triage.
  • Scheduling button on GBP — NO. The Google listing has no scheduling CTA. Once the vendor on the website is confirmed (or replaced), wire it into Reserve-with-Google so the GBP becomes a one-tap booking path.
  • Contact form live on site — YES.
  • GMB matches website name — NO. Google renders "Coastal jaw surgery"; the website title renders "Pinellas Periodontics & Implant Dentistry — Clearwater, FL". This is the dual-brand reconciliation item from the verify panel — important for both patient trust and GP referral confidence.
03 Lead Response & Call Conversion Conversion Layer Red

Does the practice successfully convert demand into booked appointments?

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

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

Success Metrics

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

What We Review

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

Where Coastal Jaw Surgery — Clearwater Stands

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

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

How We Close The Gap

  • Onboard PeerLogic + PL Analytics — call tracking that gives us 30 days of data to actually measure this gate against. Until PeerLogic is live, Gate 3 stays Red as a default.
  • Activate Neurality — Neurality is the AI answering layer that picks up calls your team misses (works alongside PeerLogic). For a Specialty surgical practice with referral-driven volume, missed calls from GP offices are particularly costly — Neurality is the safety net.
  • Learning & Development (L&D) phone-skills training for the front desk — Specialty surgical intake scripting plus GP referral handling
  • PGP reviews the PeerLogic dashboard with the OM monthly once live
04 Patient Experience & Reputation Experience Layer Red

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

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

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

Success Metrics

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

What We Review

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

Reputation Signal Across Platforms

Google Reviews 4.8★ across 16 Google reviews lifetime — small but high-quality base. 0 new reviews in the last 30 days — the zero-cadence is what tips Gate 4 to Red. The lifetime rating is excellent; the cadence is the gap we're attacking.
Yelp 4.2★ across 10 Yelp reviews — positive secondary signal (view listing). Yelp is at the 10-review threshold where we'd normally start treating it as a meaningful signal, and the 4.2★ rating reinforces the Google base. Yelp listing is filed under the Pinellas Periodontics & Implant Dentistry brand, not Coastal Jaw Surgery — same dual-brand surface that shows up in Gate 1.

Google is the primary platform; Yelp is a secondary signal that still surfaces in branded searches — especially under the Pinellas Periodontics & Implant Dentistry brand name. The two platforms align on rating, which is the right signal for a Specialty referral-driven practice. The cadence gap on Google is the priority.

Where Coastal Jaw Surgery — Clearwater Stands

  • Strong rating, light volume — 4.8★ on 16 Google reviews + 4.2★ on 10 Yelp reviews is genuine reputation equity, but the lifetime volume is low for a Specialty perio + implant practice. Many comparable practices carry 50–100+ lifetime Google reviews.
  • Zero recent Google cadence — 0 reviews/mo over the last 30 days, vs. the 10/mo gate target. This is the single biggest reputation lever for Clearwater right now.
  • Referral program — PGP-tracked, manual review pending; the gates file shows new patients from referrals <50%, which is unusual for a Specialty surgical practice and worth a manual cohort look in Dental Intel before sizing the PRD opportunity.
  • Specialty surgical case outcomes (implants, full-arch, perio surgery, sedation cases) are exactly the kind of patient story Google and prospective referrers value most — they are not being captured systematically today.
  • The lift is small — Zappy cards + QR codes at checkout, plus a post-surgical review-ask, typically moves a Specialty practice from 0–1/mo to 5+/mo inside 60 days while preserving the high lifetime rating.
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 Coastal Jaw Surgery — Clearwater

Coastal Jaw Surgery — Clearwater (Pinellas Periodontics & Implant Dentistry) is a Specialty perio + implant practice with strong clinical capability, a 4.8★ Google base, and a positive 4.2★ Yelp secondary signal — but the lifetime review volume is light (16 Google) and the recent cadence is zero. The opportunity isn't reputation rebuild — it's volume + cadence amplification against an already-positive rating. Three foundational pieces have to move before any direct-to-consumer (DTC) investment makes sense: resolving the dual-brand surface (Coastal Jaw vs. Pinellas Periodontics & Implant Dentistry), standing up call infrastructure so we can measure Gate 3, and rebuilding the review cadence.

Stage one of your Advanced Care strategy is the PRD-driven general-dentist referral engine — for a Specialty perio + implant practice in Pinellas County, referral-based growth with primary care GPs, general dentists, and orthodontists in the Clearwater / Dunedin / Palm Harbor corridor is always the highest-return lever. The Practice Referral Development (PRD) workstream will lead this, with marketing materials, partner mapping, and a structured outreach cadence. The gates file shows <50% NP from referrals today — that's an unusual reading for a Specialty practice and is the first data point to confirm via Dental Intel before sizing the PRD opportunity.

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

Strategic Growth Areas Reviewed

  • Specialty case mix (implants, full-arch, perio surgery, sedation)
  • Referral and reactivation opportunities
  • Revenue opportunity by service line
  • SEO and organic visibility for Specialty perio + implant terms in Pinellas County
  • Paid media readiness (held until gates green)
  • Community outreach and GP partnerships
  • ROI alignment and budget planning

What We're Doing Now

  • Mapping GP, general dentist, perio, and ortho referral partner targets in the Clearwater / Dunedin / Palm Harbor corridor
  • Preparing referral-package collateral for the Specialty service mix
  • Scheduling the baseline GBP audit + website re-score with Amy
  • Holding moving to Advanced Care until Gate 3 (PeerLogic + Neurality) and Gate 4 (review cadence) are green
  • Coordinating with the broader Coastal Jaw Surgery brand on social cadence and parent-domain site work

Growth Team Work

Your Growth Team has work underway on Coastal Jaw Surgery — Clearwater right now. Here's a snapshot of where things stand — we'll handle the execution; just know that every box on this list is something you don't have to think about.

14
Tasks identified
4
Ready to execute
4
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. The investments below align with the Specialty profile — lean foundational stack, with paid media and additional tooling held until the gates hold.

Investment Category Monthly
Foundational Growth Techstack
Confirm with PGP once assigned — PeerLogic + Neurality onboarding is the next add
TBD
Optional Web
Clearwater-specific landing-page lift on coastaljaw.com once Studio + Amy size the scope against the 64.2 baseline
TBD
Total Monthly Investment Pending

Work Categories In Flight

Category Tasks Status
Studio Backlog — Clearwater child-page lift on coastaljaw.com (Specialty schema, doctor narrative, sticky CTA, case stories) 4 Pending Studio sizing
Field Manager Backlog — Baseline GBP audit, dual-brand reconciliation, NAP cross-check, Reserve-with-Google wiring 3 Mixed — pending office input
Marketing Approval Queue — PeerLogic onboarding, Neurality activation, Zappy review cadence, PRD referral engine, L&D training, surgical case-story capture 7 Pending sign-off

What We Need From You

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

What Growth Is Handling

  • Scheduling the baseline GBP audit + website re-score with Amy and reporting back the deltas
  • PRD-led GP / general dentist / perio / ortho referral partner mapping in the Clearwater / Dunedin / Palm Harbor corridor
  • Specialty referral-package collateral and outreach cadence
  • Studio-led Clearwater child-page lift on coastaljaw.com (schema, doctor narrative, sticky booking button, Specialty case-story templates)
  • PeerLogic + PL Analytics onboarding (Scott pending) so Gate 3 has data
  • Coordinating the dual-brand reconciliation (Coastal Jaw vs. Pinellas Periodontics & Implant Dentistry) across GBP, website, and Yelp
  • Holding Coastal Jaw Surgery — Clearwater moving to Advanced Care until Gates 1, 3, and 4 are green

What We Need From You

  • Confirm which brand name leads on each surface (GBP, website, Yelp) and verify NAP, doctor names, and hours match
  • Approve the Specialty surgical review-request workflow (post-procedure ask, follow-up SMS / email)
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle
  • Approve Neurality activation to protect against missed referral and patient calls
  • Front desk team completes phone-skills training with Learning & Development (L&D)
  • Supply doctor bios, credentials, and 3-5 patient stories from Specialty surgical cases (with patient permission)
  • Confirm the PRD referral-partner targets the ROD will surface for the Clearwater corridor

Your Office Growth Sequence

This is the priority order we work every Specialty practice through. Items completed move out of view; items in progress stay visible until they're green.

Step Priority Status Gate
★ Verify NAP, doctor names, and hours match between website and GBP — and decide which brand name leads on each surface. If anything is off, submit a Marketing Request to correct it. Manual check pending Gate 1
1 Schedule baseline GBP audit + website re-score with Amy. Establishes the score every future check is measured against and confirms the 64.2 website baseline. Not scheduled Gate 1
2 Onboard PeerLogic call tracking + PL Analytics. Without this, Gate 3 can't be measured at all. Scott pending Gate 3
3 Activate Neurality — AI answering that picks up calls your team misses. Especially valuable for protecting GP referral calls on a Specialty surgical practice. Inactive Gate 3
4 Deploy Zappy review cards + QR codes; add a daily review-ask to the morning huddle. Move from 0/mo toward 10/mo while preserving the 4.8★ Google base. Not started Gate 4
5 Capture patient stories from Specialty surgical cases (implants, full-arch, perio surgery, sedation) — for review-request follow-ups and for the Clearwater child-page on coastaljaw.com. Not started Gate 1, 4
6 Front desk team completes phone skills training through the L&D Team. Specialty surgical intake scripting plus GP referral handling. Not started Gate 3
7 PRD-led referral partner mapping with the ROD: primary care GPs, general dentists, perio, and ortho in the Clearwater / Dunedin / Palm Harbor corridor. In flight Gate 4, 5

Detailed Action Items

Priority Action Owner Why It Matters Gate
P1 Verify NAP, doctor names, and hours match between website and GBP. Reconcile the Coastal Jaw vs. Pinellas Periodontics & Implant Dentistry dual-brand surface and submit a Marketing Request for any changes. OM Always the first step. Brand-name inconsistency hurts local rank, patient trust, and — for a Specialty practice — referring-GP confidence. 1
P1 Schedule baseline GBP audit with Amy McNeill and re-run website audit. Unblocks Gate 1 from default Red and confirms the 64.2 baseline against the Clearwater child page. ROD Until GBP baseline exists and the website score is confirmed in context, we can't size the Studio backlog. Specialty-tuned scoring rubric. 1
P1 Onboard PeerLogic call tracking + PL Analytics (Scott pending). Provides the data Gate 3 is measured against. ROD Without PeerLogic, missed-call rate and call conversion can't be measured. Gate 3 stays Red as a default until live. 3
P1 Approve Neurality activation. AI answering picks up the calls your team misses, including GP referral calls on the Clearwater number. OM Direct lever on missed-call risk. For a Specialty surgical practice, every missed referral call is a potential lost GP relationship. 3
P1 Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle. Front DeskOM Moves the practice from 0 reviews/mo toward the 10/mo gate target while preserving the 4.8★ / 16-review lifetime base. 4
P1 Stand up a structured patient-story capture workflow for Specialty surgical cases (implants, full-arch, perio surgery, sedation) — with patient permission, for review-request and website use. OMDoctor Specialty case outcomes are the highest-converting reputation content for both patients and referring offices — and the Clearwater child page needs them badly. 1, 4
P2 Front desk team completes L&D phone skills training — Specialty surgical intake scripting plus GP referral handling. Front DeskROD Direct lever on call conversion once PeerLogic gives us the data. Pairs with Neurality to make Gate 3 green. 3
P2 Supply updated doctor bios, credentials, and 3-5 patient testimonials from Specialty surgical cases. OM Unlocks Studio's E-E-A-T + testimonials work for the Clearwater child page. Lifts website Doctor / Team Trust + Social Proof at the same time. Critical referral-engine asset. 1, 4
P2 Studio: size the Clearwater child-page lift against the 64.2 baseline — Specialty schema, doctor narrative, sticky booking button, Specialty case-story templates — then queue the rebuild scope. Studio The shared parent-domain (coastaljaw.com) makes a full rebuild impractical — Studio sizes the targeted lift instead, coordinated with the broader Coastal Jaw brand. 1, 2
P2 PGP / ROD: surface PRD-led GP, general dentist, perio, and ortho referral partner targets for the Clearwater / Dunedin / Palm Harbor corridor and build the outreach package. PGPROD Stage one of the Advanced Care strategy for Coastal Jaw Surgery — Clearwater is PRD-led referral growth — partner identification gates the whole workstream. 5
P2 OM confirms Social Media access status (Facebook Page, Meta Business Manager, Instagram) for the broader Coastal Jaw Surgery brand and any Clearwater suite handles. OM Required before any social work can begin — even a low-volume Specialty cadence needs admin access, and the parent-brand coordination has to be sorted up front. 1
P2 Wire Reserve-with-Google on GBP once the online booking vendor on the Clearwater child page is confirmed (or replaced). PGP Captures the GBP appointment intent and gives every Maps / Search visitor a one-tap booking path. Sequenced after vendor confirmation. 1, 2
P2 Resolve the dual-brand surface — single-source-of-truth call on which brand leads on GBP (Coastal Jaw Surgery), website / Yelp (Pinellas Periodontics & Implant Dentistry), and parent-domain landing copy. RODPGP Drives patient trust, search consistency, and GP referral confidence. Sequenced before any DTC investment. 1, 4
P3 ROD pulls Dental Intel + Power BI to confirm current new-patient mix from referrals (gates file shows <50% which is atypical for Specialty — manual review confirms the size). ROD Sizes the referral opportunity for the Advanced Care plan and informs the PRD prioritization. The atypical <50% reading deserves a manual cohort look. 4, 5

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

Your 90-Day Roadmap

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

Fix Now (Next 30 Days)

  • Schedule the baseline GBP audit with Amy McNeill and re-run the website audit against the 64.2 baseline (Gate 1)
  • Onboard PeerLogic + PL Analytics so Gate 3 has data (Scott pending)
  • Activate Neurality AI answering to protect missed referral and patient calls (Gate 3)
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle (Gate 4)
  • OM reconciles the dual-brand surface (Coastal Jaw vs. Pinellas Periodontics & Implant Dentistry) and verifies NAP / hours match (Gate 1)

Office Input Needed (Next 30 Days)

  • Approve Neurality activation
  • Approve the Specialty surgical review-request workflow
  • Supply doctor bios, credentials, and 3-5 Specialty surgical patient stories (with patient permission)
  • Confirm Social Media access status for the broader Coastal Jaw Surgery brand + Clearwater suite

Growth Team Work (In Flight)

  • PRD-led GP, general dentist, perio, and ortho referral partner mapping in the Clearwater corridor
  • Specialty referral-package collateral and outreach cadence
  • Studio Clearwater child-page lift sequencing — sized against the 64.2 website baseline
  • Coordinating with the parent Coastal Jaw Surgery brand on social cadence and any cross-suite work

Operations Coaching Opportunities

  • Front-desk Specialty surgical intake + GP referral call handling with L&D (Gate 3)
  • Post-surgical review-ask scripting for implant / perio / sedation workflows (Gate 4)
  • PRD referral-engine rollout coaching with ROD (Gate 4 + 5)

Future Advanced Care Consideration

  • Direct-to-consumer paid media unlocks once Gate 1 has a measured GBP baseline + reconciled brand surface, Gate 3 has 30 days of PeerLogic data, and Gate 4 has rebuilt review cadence
  • Referral-based implant + perio + sedation case growth is stage one of the Advanced Care strategy
  • Quarterly readiness review with Alison Thiede + assigned PGP
  • Coordinated rollout with the other Coastal Jaw Surgery suites once the Clearwater pilot proves the playbook