Pony Express Dental & Orthodontics of Daybreak Team

Office Manager email — confirm with PGP
PAYLOC: PONYDBUTDD · South Jordan, UT · General (with in-house Orthodontics)
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 Jeri Amato · 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 these match what's on your website — if anything is off, submit a Marketing Request and we'll correct it within one business day.

Submit a Correction →
Practice Name (DBA)Pony Express Dental & Orthodontics of Daybreak
Address5396 W Daybreak Pkwy,
South Jordan, UT 84009, USA
Phone(385) 462-8466
Websiteponyexpressdental.com
StatusOperational
Google Place IDChIJSQH3XmmFUocR3O2702ByiSs
Doctor NamesConfirm with OM — Pony Express Dental & Orthodontics of Daybreak 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 ponyexpressdental.com. The four-day schedule (Mon–Thu, with Friday/Saturday/Sunday closed) is worth highlighting on the GBP description and website above-the-fold so patients see availability at a glance — Friday miscalls have nowhere to land before Monday without the Neurality fallback.

3 gates need work — and 1 is waiting on call data. Your GBP is strong (92.6 / Grade A) and online booking is already live via Neurality, but the website, the core PeerLogic call-tracking layer, and the Google review cadence all need lifts before SGA ad dollars can land cleanly.
Pony Express Daybreak's 4.8★ / 750-review Google base is a real asset; the focus is converting that visibility into booked, answered, and reviewed appointments across both general dentistry and the in-house orthodontics service line.

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 that ortho is surfaced alongside general dentistry on both Always step one · OM confirms · Submit Marketing Request for any changes
  2. Stand up core PeerLogic call tracking — PL Analytics is live, but the measurement layer Gate 3 is built on isn't OM + ROD coordinate PeerLogic onboarding · Unblocks the call data needed to size Friday overflow + GP/ortho call mix
  3. Lift the Google review cadence from 6/mo to 10+/mo and run L&D phone training to push the 41.4% call conversion into the green band Zappy review cards + huddle review-ask · L&D phone training · Both levers move quickly once approved
Your full Growth Sequence appears in "What We Need From You" below.
GATE 1
Digital Storefront Visibility
Yellow
GATE 2
New Patient Access
Green
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 across both general dentistry and your in-house orthodontics service line. Everything we do is in service of one goal: filling your schedule with the right new patients.

Your Practice Growth Partner
Jenn Freemyer
Practice Growth Partner · Pony Express Daybreak's PGP is being assigned under the 2026 cohort model. Until then, contact Jeri Amato (ROD) for anything in this report.
jfreemyer@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
Jeri Amato · Regional Operations Director (ROD)jfreemyer@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 growth — Google, social, and community campaigns that send high-intent patients to practices that are ready for them. For Pony Express Daybreak, that includes both general dentistry families looking for a Daybreak home base and orthodontic patients shopping the Salt Lake County market.

We only invest those dollars where the basics are solid. Whole-family GP, in-house ortho, and the cross-service referral motion all 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 — for both the general dentistry and orthodontic service lines under one roof.

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

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

Click the framework to open it full-size.

The Gates to Unlocking New Patient Growth

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

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

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

Can patients find and trust your practice online?

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

Why It Matters

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

Outcome

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

Your Digital Storefront — At a Glance

Google Business Profile Green Baseline 92.6 (2026-06-17) · Grade A · just-audited

Pony Express Daybreak's GBP is one of the strongest in the cohort. NAP, categories, description, photos, and the GMB scheduling link (wired via the Modento booking funnel) are all in place; the 4.8★ / 750-review base anchors local search across Daybreak and South Jordan. The one structural lift is adding Orthodontist as a secondary GBP category + ortho service tags — the practice name flags ortho, but the category set doesn't yet surface the in-house ortho service line for ortho-intent searchers.

Sub-CategoryScore
Name, Address, Phone (NAP)30 / 30 (100%)
Category Selection18 / 20 (90%) Yellow — add Orthodontist secondary
Description10 / 10 (100%)
Photos15 / 15 (100%)
Appointment / Reserve with Google25 / 25 (100%) Green — Modento booking link live

What's Next on GBP

  • Add Orthodontist secondary category + ortho service tags so the Daybreak listing surfaces in ortho-intent searches across South Jordan / Salt Lake County
  • Confirm the four-day schedule callout (Mon–Thu) in the GBP description so patients see availability at a glance
  • Keep photo cadence steady — refresh quarterly with team, clinical, ortho-treatment, and exterior shots
Website Yellow Baseline 69.0 (2026-05-22) · refresh on request

ponyexpressdental.com baselines at 69.0 — Yellow band, with the foundation already in place. Online booking is live (Neurality scheduler embedded), a contact form is published, and the practice name surfaces both general dentistry and the in-house ortho service line. The lifts that close the gap to green are content + compliance, not conversion infrastructure: legal pages, schema, doctor and ortho-provider E-E-A-T, a homepage welcome video, and a dedicated ortho service line landing page (the ortho offer isn't broken out today).

Where the Lift IsStatus
Online scheduling (book button — Neurality)Live Green
Contact form / lead captureLive Green
Legal Compliance (privacy, ADA, terms)Gap Yellow
Structured Data / SchemaGap Red
E-E-A-T (doctor + ortho provider bios)Gap Yellow
Image / video / welcome contentGap Yellow
Ortho service line landing pageMissing Yellow
GoHighLevel (GHL) integrationNot live Yellow — onboarding pending

Top Lifts

  • Publish a Privacy Policy + ADA Accessibility Statement in the footer
  • Add LocalBusiness / Dentist + Orthodontist + Person schema across service and team pages
  • Deepen doctor and ortho provider bios with credentials, education, and memberships (E-E-A-T)
  • Add a homepage welcome / office-tour video that highlights the dual GP + ortho offer in Daybreak
  • Build a dedicated ortho service line landing page so the in-house ortho offer is surfaced for Daybreak/South Jordan ortho searches
  • Complete GoHighLevel (GHL) marketing platform onboarding so SMS reminders, reactivation, and review-asks run automatically
Pony Express Daybreak is a Yellow-band patch sequence, not a full rebuild — at 69.0 baseline, the path to green is a targeted lift series (legal, schema, E-E-A-T, welcome video, ortho landing page). Studio sequences these behind the ortho landing page so the result surfaces both service lines properly.
Social Media See Drive sheet Audit pending Drive CSV refresh

Pony Express Daybreak's social audit row is in the network Drive CSV (file ID 1ctx3UX5FwJTLdbKatO3mtO8OXsdGcioZ). Pull the latest snapshot before the PGP call so Facebook/Instagram setup, access, and cadence reflect today's state — 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 — split across GP family content and ortho/Invisalign content
  • Whether the website Book Online link (Neurality) is cross-promoted in social bios/CTAs

What's Next on Social

  • Refresh the Drive social CSV row for Pony Express Daybreak and bring the access checklist into the next PGP/ROD touch
  • Korinne (Studio) onboards Pony Express Daybreak into the weekly publishing cadence — content split between whole-family GP and ortho service line
  • Cross-promote scheduling + reviews; surface the in-house ortho offer in Daybreak community feeds
02 New Patient Access Access Layer Green

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 Pony Express Daybreak Stands

  • New-patient availability inside 7 days — confirmed YES (the schedule is open for new patients today across GP and ortho)
  • Online scheduling — LIVE on the website via the Neurality scheduler and on the GBP via the Modento booking funnel
  • Contact form — LIVE on ponyexpressdental.com (inbound web leads route alongside phone activity)
  • Neurality AI answering — Active; capturing overflow and after-hours calls, including Friday/weekend traffic on the four-day schedule
  • Four-day operating schedule (Mon–Thu) — Neurality + online booking + the Modento GBP link protect Friday/weekend overflow so leads don't sit until Monday
  • Gate 2 is the strongest of the five today; the work here is maintenance, not foundation
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 Pony Express Daybreak Stands

PL Analytics is live, but core PeerLogic call tracking is NOT. Core PeerLogic is the measurement foundation Gate 3 is built on — until it's onboarded, every missed-call insight is partial and the GP-vs-ortho call mix can't be quantified. The numeric metrics that PL Analytics surfaces tell a mixed story:

MetricPony Express DaybreakTarget
Missed call rate17.8% Green< 18%
New-patient call conversion41.4% Yellow≥ 45%

Missed-call rate is already inside the green band — Neurality is doing its job on overflow. The blocker is structural: without core PeerLogic, the team is flying partially blind on Friday/weekend patterns and on whether ortho-intent vs. GP-intent calls are converting at different rates. Call conversion at 41.4% is one push away from green, and L&D phone training is the lever — but PeerLogic comes first so the lift is measurable.

How We Close The Gap

  • PeerLogic onboarding — stand up core PeerLogic call tracking (PL Analytics is live, but the core call tracking layer is the measurement foundation Gate 3 is built on). This is the structural blocker
  • L&D phone-skills training for the front desk — the 41.4% NP call conversion is a few points shy of green; scripting, objection handling, and new-patient intake reps with Learning & Development (L&D) carry it across
  • Neurality is already Active — keep it running as the AI answering layer that catches calls your team misses (works alongside PeerLogic once core is live)
  • PGP reviews the PeerLogic dashboard with the OM monthly once core is live and tunes from there — Friday overflow and GP-vs-ortho call mix
04 Patient Experience & Reputation Experience Layer Yellow

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

Long-term growth is fueled by patient experience. Practices that consistently deliver exceptional experiences generate stronger reviews, higher retention, and more referrals. This gate focuses on the patient journey after the appointment is scheduled.

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

Success Metrics

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

What We Review

  • Review volume and recency
  • Patient communication workflows
  • Reputation management
  • Referral growth opportunities
  • Brand consistency and trust signals
  • Overall patient experience alignment

Reputation Signal Across Platforms

Google Reviews 4.8★ across 750 reviews — strong cadence anchor in Daybreak/South Jordan and across the Salt Lake County market. Current cadence is ~6 new reviews per month; the gate wants 10+/mo on a rolling basis to keep recency strong.
Yelp 3.6★ across 7 reviews — low Yelp activity (view listing). Listing is present but not a meaningful patient-discovery channel today. No red-flag callout under v1.3 rules.

Google is the primary platform; Yelp activity is too low (7 reviews) to act as a meaningful patient-discovery channel today. The review-cadence work runs on Google first; Yelp is monitor-only and gets a defensive claim verify so a stray review can't derail the page.

Where Pony Express Daybreak Stands

  • Review base is strong in the Daybreak/South Jordan market — 750 Google reviews at 4.8★
  • New-review cadence is ~6 per month — under the 10/mo bar and the main lever inside Gate 4
  • Referral program is on PGP-tracked manual review; new-patient mix from referrals confirmed under 50% in the gates file (Dental Intel / Power BI sizing pending — split GP vs. ortho)
  • Yelp at 3.6★ / 7 reviews is low-activity — listing present but not a discovery channel today; defensive claim verify is enough, no daily Yelp workflow needed
  • The lift is small — Zappy review cards + QR codes at checkout, plus a daily review-ask in the morning huddle, typically gets practices from 6 to 10+ per month inside 60 days; covers both GP and ortho visits
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 Pony Express Dental & Orthodontics of Daybreak

Pony Express Dental & Orthodontics of Daybreak is classified General with in-house Orthodontics and the digital foundation is mostly in place — a 4.8★ Google base on 750 reviews, a 92.6 GBP score, online booking already live via Neurality, the Modento scheduling link wired into the GBP, and Neurality AI answering capturing overflow. The conversion stack works. The gaps are the website (69.0 — patch sequence, not rebuild), core PeerLogic call tracking (PL Analytics is live but core call tracking isn't), and the Google review cadence (6/mo vs. 10/mo bar).

Stage one of your growth strategy is referral-based growth across the Daybreak community — leveraging the dual GP + in-house ortho service lines for whole-family cross-referrals, plus outreach to Daybreak schools, pediatricians, and family practices. The strong Google reputation and the ortho service line give the practice a credible second referral surface that single-service practices don't have. The doctor-bio, schema, and ortho-landing-page work the Studio runs doubles as the referral package's content engine.

Direct-to-consumer advertising — SGA-funded local awareness, ortho-intent campaigns, family GP campaigns — layers on once Gate 1 (website lifts + ortho landing page + GHL), Gate 3 (PeerLogic core onboarding + L&D phone training), and Gate 4 (review cadence) move green. Gate 2 is already there. That's the unlock: ad dollars only pay off when every call is answered, every lead can book online (already in place), and every patient experience earns a review. Pony Express Daybreak has the access layer; we owe it the measurement layer and the content layer.

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 the ponyexpressdental.com patch sequence (legal/schema/E-E-A-T/welcome video) + the dedicated ortho service line landing page with PGP + Studio
  • Mapping cross-referral targets across Daybreak schools, pediatricians, and family practices in South Jordan and Salt Lake County
  • Preparing the dual GP + ortho referral package, reusing the Studio's E-E-A-T pass
  • Holding moving to Growth Acceleration until Gates 1, 3, and 4 are green (Gate 2 is already there)

Growth Team Work

Your Growth Team has work underway on Pony Express Daybreak 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
7
Awaiting your input
3
Pending approval

Investments Growth Is Making on Your Behalf

The Growth Team funds and manages the technology stack that powers your visibility, scheduling, call tracking, and patient communication. Below are the current monthly investments tied to Pony Express Daybreak.

Investment Category Monthly
Foundational Growth Techstack
PL Analytics (live) · Neurality AI answering (Active) · Modento booking funnel (live) · GoHighLevel (GHL) marketing platform — onboarding pending · core PeerLogic call tracking — onboarding pending
$5.00
Social + Reputation Stack
Promo Republic social publishing (Full Suite) · Swell review request platform · Pulse / YEXT listings
$343.00
Mandatory Tech Upgrade + Compliance
Mandatory tech upgrade · Cookie plugin (privacy/ADA support)
$30.00
Optional Web
SEO retainer (optional add)
$30.00
Total Monthly Investment $408.00

Work Categories In Flight

Category Tasks Status
Studio Backlog — Website lifts (legal, schema, E-E-A-T, welcome video) + ortho service line landing page 6 Open
Field Manager Backlog — GBP hours confirm, NAP cross-check, Yelp claim verify, ortho GBP secondary category 4 Mixed — 2 open, 2 awaiting office
Marketing Approval Queue — PeerLogic core onboarding, L&D phone training, Zappy + huddle, referral program, ortho cross-referral package, DI/PBI confirm 6 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 the ponyexpressdental.com patch sequence (legal/schema/E-E-A-T/welcome video) + dedicated ortho service line landing page
  • Website lifts: Privacy / ADA policies, LocalBusiness + Dentist + Orthodontist schema, doctor and ortho provider E-E-A-T
  • GBP: add Orthodontist secondary category + ortho service tags (booking link already live via Modento)
  • Social cadence + cross-promotion (Korinne) — content split between whole-family GP and ortho service line
  • Cross-referral package for Daybreak schools, pediatricians, and family practices
  • PeerLogic dashboard review with the OM monthly once core PeerLogic is live (Friday overflow + GP-vs-ortho call mix)
  • Welcome / office-tour video production (Studio)
  • Holding Pony Express Daybreak in Stage 1 referral-growth posture until Gates 1, 3, and 4 are green

What We Need From You

  • Verify NAP, doctor names, and hours match between website + GBP across both GP and ortho callouts
  • Approve PeerLogic core onboarding — PL Analytics is live, but core PeerLogic is the measurement gap blocking Gate 3
  • Deploy Zappy review cards + QR codes and add review-asks to the morning huddle (Google primary; Yelp monitor-only) — covers GP and ortho visits
  • Approve in-office referral program structure (Doctor + OM) — across GP and ortho for whole-family cross-referrals
  • Front desk team completes phone-skills training with Learning & Development (L&D)
  • Supply doctor and ortho-provider bios, credentials, and 3-5 patient testimonials
  • Book a Studio shoot day or share existing footage for the welcome video; confirm ortho treatment offer (Invisalign vs. brackets) for the new ortho landing page

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 across both GP and ortho callouts. If anything is off, submit a Marketing Request to correct it. Manual check pending Gate 1
1 Online scheduling is live on both website (Neurality) and GBP (Modento booking link). Both are live today. Done Gate 2
2 10+ Google reviews per month. Currently ~6/mo on a 4.8★ / 750-review base — deploy Zappy cards + QR codes and add review-asks to the morning huddle (covers GP and ortho). Below bar Gate 4
3 Core PeerLogic call tracking is live. PL Analytics is on; core PeerLogic is the Gate 3 measurement gap. Neurality AI answering is already Active. Not started Gate 3
4 50%+ of new patients come from referrals (split GP + ortho). If not, launch a referral program. Currently No per the gates file; PGP-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). Pending audit Gate 1
6 Front desk team has completed phone skills training through the L&D Team. Direct lever on the 41.4% call-conversion rate. Not started Gate 3
7 Confirm membership / in-house savings plan and align with the four-day-schedule positioning + ortho financing offer. PGP review Gate 1

Detailed Action Items

Priority Action Owner Why It Matters Gate
P1 Verify NAP, doctor names, and hours match between website and GBP across both GP and ortho callouts. Submit a Marketing Request for any changes. OM Always the first step. Small inconsistencies hurt local rank and patient trust. 1
P0 Approve PeerLogic core onboarding. PL Analytics is already live; core PeerLogic is the measurement layer Gate 3 is built on. OM Unblocks Gate 3 — without core PeerLogic, Friday/weekend overflow and the GP-vs-ortho call mix can't be quantified. 3
P1 Deploy Zappy review cards + QR codes throughout the office; add a review-ask to the daily morning huddle (Google primary; Yelp monitor-only) — covers GP and ortho visits. Front DeskOM Closes the gap from ~6/mo to 10+/mo Google reviews on top of a 4.8★ / 750-review base. 4
P1 Approve referral program launch — target 50%+ of new patients from referrals; structure across GP and ortho for whole-family cross-referrals. DoctorOM Highest-ROI new patient source; this is stage one of Pony Express Daybreak's growth recommendation in Gate 5. 4, 5
P1 Studio: ship Privacy Policy + ADA Accessibility Statement, then layer LocalBusiness + Dentist + Orthodontist + Person schema across the site. Studio Lifts the Gate 1 website baseline (69.0) into the green band and unblocks the schema layer search engines need to surface the ortho service line. 1
P1 Studio: build a dedicated ortho service line landing page for the Daybreak community on ponyexpressdental.com. Studio Surfaces the in-house ortho offer that's currently buried; powers the ortho cross-referral package and the paid-media future. 1, 5
P1 Front desk team completes L&D phone skills training. Front DeskROD Direct lever on the 41.4% new-patient call conversion. Pairs with PeerLogic core onboarding to make Gate 3 green. 3
P2 Supply updated doctor + ortho-provider bios, credentials, and 3-5 patient testimonials. OM Unlocks Studio's E-E-A-T + testimonial work (S-P004). Lifts website Doctor/Team Trust + Social Proof together. 1, 4
P2 Book a Studio shoot day (or share existing footage) for the homepage welcome / office-tour video — highlight dual GP + ortho offer. OM Closes the Video / Welcome content gap and gives the referral package a face for partner outreach. 1, 5
P2 PGP confirms Yelp listing is claimed and adds Orthodontist secondary category + ortho service tags to the GBP. PGP Defensive Yelp ownership before scaling review cadence; Orthodontist GBP category unlocks ortho-intent visibility in Daybreak/South Jordan local search. 1, 4
P2 ROD pulls Dental Intel + Power BI to confirm Pony Express Daybreak's current new-patient mix from referrals — split GP vs. ortho. ROD Manual review per the gates file — sizes the referral opportunity for the growth plan; the GP vs. ortho split is the new signal Daybreak's dual service line needs. 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 Growth Acceleration unlock. Reach out to Jeri Amato (ROD) — and Pony Express Daybreak's incoming PGP once assigned — if you want to reshuffle.

Fix Now (Next 30 Days)

  • Approve PeerLogic core onboarding (Gate 3 — unblocks the call-tracking measurement foundation)
  • Deploy Zappy review cards + QR codes and add review-asks to the morning huddle — Google primary (Gate 4)
  • Studio ships Privacy Policy + ADA statement and the first schema pass (Dentist + Orthodontist) (Gate 1)
  • Studio drafts the dedicated ortho service line landing page for the Daybreak community (Gate 1 + 5)

Office Input Needed (Next 30 Days)

  • NAP + hours cross-check between website and GBP (especially the four-day Mon–Thu schedule + ortho callouts)
  • Doctor + OM align on referral program incentive structure across GP and ortho
  • Supply doctor and ortho-provider bios, credentials, and 3-5 patient testimonials
  • Book a Studio shoot day or share existing welcome-video footage
  • Confirm ortho provider names, treatment offer (Invisalign vs. brackets), and pricing/financing positioning for the new ortho landing page

Growth Team Work (In Flight)

  • Ortho cross-referral package for Daybreak schools, pediatricians, and family practices across South Jordan / Salt Lake County
  • Website patch sequence + E-E-A-T + LocalBusiness / Dentist / Orthodontist schema pass
  • GoHighLevel (GHL) onboarding so SMS reminders, reactivation, and review-asks run automatically
  • Monthly PeerLogic dashboard review with the OM once core PeerLogic is live (Friday overflow + GP-vs-ortho call mix)

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 GP and ortho (Gate 4 + 5)

Future Advanced Care Consideration

  • Direct-to-consumer paid media unlocks once Gates 1, 3, and 4 hold green (Gate 2 is already there)
  • Referral-based whole-family + ortho growth is stage one of the strategy
  • Pony Express Daybreak's 4.8★ / 750-review base + in-house ortho service line is the network asset — protect it by closing the website + PeerLogic + review-cadence gaps before DTC dollars land
  • Quarterly readiness review with Jeri Amato + assigned PGP