Pony Express Dental & Orthodontics of Eagle Mountain Team

Office Manager email — confirm with PGP
PAYLOC: PONYEMUTDD · Eagle Mountain, UT · General
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 your name, address, phone (NAP) and Google Business Profile (GBP) details 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 Eagle Mountain
Address1308 Eagle Mountain Blvd,
Eagle Mountain, UT 84005, USA
Phone(385) 644-6620
Websiteponyexpressdental.com
StatusOperational
Google Place IDChIJrap4qKB8TYcRu7mtsz-uQV8
Doctor NamesConfirm with OM — Pony Express Eagle Mountain Team (names withheld from external view per internal policy)
Sister PracticesPony Express Dental of Daybreak (houses Ortho service line) · Pony Express Dental of Saratoga Springs

Hours on Google

Monday8:00 AM – 5:00 PM
Tuesday7:00 AM – 4:00 PM
Wednesday7:00 AM – 6:00 PM
Thursday8:00 AM – 5:00 PM
FridayClosed
SaturdayClosed
SundayClosed

Variable open times across the Eagle Mountain calendar — worth a fresh OM cross-check that GBP and ponyexpressdental.com match.

3 gates need work, 1 is green — Gate 2 holds; the rest open after foundation work.
Pony Express Eagle Mountain has volume (947 Google reviews, 4.7★) but the storefront baseline, call tracking, and Yelp signal all need direct attention before Growth Acceleration is on the table.

Top 3 Priorities — In Order

  1. Verify your name, address, phone (NAP), doctor names, and hours match between your website and your Google Business Profile (GBP) — and book the GBP baseline audit with Amy Always step one · OM confirms · Submit Marketing Request for any changes
  2. Stand up PeerLogic call tracking so Gate 3 can be measured (PL Analytics is on, PeerLogic itself is not) Foundational — without PeerLogic we cannot prove call performance month over month · ROD coordinates onboarding
  3. Triage the Yelp signal (2.8★ across 21 reviews) and lift Google review cadence from 6/mo to 10+/mo Yelp red flag below the 3.5★ floor · Zappy cards + QR codes + huddle review-asks lift Google cadence in 30 days
Your full Growth Sequence appears in "What We Need From You" below.
GATE 1
Digital Storefront Visibility
Red
GATE 2
New Patient Access
Green
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. 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 Eagle Mountain'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 General-practice growth — Google, social, and local campaigns that send high-intent new patients to practices that are ready for them.

We only invest those dollars where the basics are solid. Family dentistry, ortho, and new-patient flow 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 Red

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 Baseline pending No baseline on file · schedule with Amy

Pony Express Eagle Mountain has a live, well-trafficked GBP — 947 Google reviews at 4.7★ is one of the stronger raw reputation bases in the General-practice cohort, and the Modento scheduling deep link is already published on the profile. But we have not run a baseline GBP audit yet. Until we do, we cannot grade Categories, Description, Photos, or Reserve-with-Google wiring against the cohort. Schedule the baseline audit with Amy — it is a 30-minute pull and will move this sub-card off "pending".

What we can confirm from Google directly:

  • NAP fields populated, 4.7★ rating, 947 reviews
  • Modento scheduling deep-link present (book.modento.io/ponyexpressdentalem)
  • Scheduling CTA on GBP confirmed YES
  • GMB name matches website name confirmed YES

What we cannot grade until the audit runs:

  • Category selection completeness
  • Description optimization + keyword coverage
  • Photo cadence and category balance
  • Reserve-with-Google one-tap booking enablement
Website Red Baseline 69.0 (2026-05-22) · refresh on request

ponyexpressdental.com scored 69.0 on the 2026-05-22 baseline — below the 70 floor that separates Yellow from Red. The site has the bones of a working family-practice storefront, but trust signals, legal compliance, structured data, and E-E-A-T depth all need a Studio pass before Gate 1 can move toward Green. The Pony Express tri-location story (Eagle Mountain, Daybreak with Ortho, Saratoga Springs) is also under-told on the current site, which costs both SEO and patient trust.

Top Lifts

  • Publish a Privacy Policy + ADA Accessibility Statement in the footer
  • Add LocalBusiness / Dentist + Person/Author schema across service and team pages
  • Deepen doctor bios with credentials, education, and memberships (E-E-A-T)
  • Add a short welcome / office-tour video to the homepage
  • Lazy-load + compress the larger images flagged in the crawl
  • Tighten the tri-location story so Eagle Mountain, Daybreak (with Ortho), and Saratoga Springs each have a clear local-search footprint
  • Add insurance, financing, and patient-resource sections (trust signal pass)
Website baseline is below the 70 floor. The Studio queue is a targeted patch pass (Privacy/ADA, schema, E-E-A-T, trust signals) — not a rebuild. PGP confirms the patch sequence once assigned.
Social Media See Drive sheet Cadence + access status maintained in social audit CSV

Social cadence + access status (Facebook Page, Meta Business Manager, Instagram, IG-linked-to-FB) is maintained in the SGA social media audit sheet in Drive and refreshed monthly. For Pony Express Eagle Mountain, the next move is content cadence and cross-promotion of the Modento/Neurality booking links — the Studio (Korinne) will pick that up once Gate 1 site work and the GBP baseline are in motion.

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 Eagle Mountain Stands

  • Online scheduling is live on the website (Neurality scheduler — app.neuralityhealth.ai)
  • Scheduling button is published on Google Business Profile (Modento Reserve link confirmed)
  • New-patient availability inside 7 days — confirmed YES
  • Contact form is live on site
  • Neurality AI answering is already Active — same vendor as the scheduler, so the scheduling-to-answering loop is closed end-to-end

Note: Two distinct Pony Express scheduling URLs are in play — the Neurality scheduler (used as the site OSL) and a Modento Reserve link (used as the GBP Reserve URL). Both resolve and both belong to this practice. Worth confirming with the OM that this is intentional, so we know which one to lean on for future campaigns.

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 Eagle Mountain Stands

PeerLogic (call tracking) is NOT live yet — that is the headline. PL Analytics is on, and Neurality AI answering is Active, but the PeerLogic call-tracking layer that the rest of the cohort is measured on has not been onboarded for this practice. Until PeerLogic stands up, we cannot measure Gate 3 on a like-for-like basis with Wagner, Allure, or JDS.

MetricPony Express EMTarget
PeerLogic call trackingNOT LIVE RedLive
Missed call rate (PL Analytics)36.9% Red< 18%
New-patient call conversion62.5% Green≥ 45%
Neurality AI answeringActive GreenActive

How We Close The Gap

  • Stand up PeerLogic — this is the foundational onboarding step. Without PeerLogic, we are reading missed-call rate from PL Analytics only, and we cannot benchmark against the rest of the cohort. ROD coordinates with PeerLogic onboarding.
  • Conversion is already above the 45% bar at 62.5% — that is real strength. The story here is "calls that DO get answered convert well; we are losing 36.9% of calls before anyone answers them."
  • Neurality is Active and should be catching after-hours volume; once PeerLogic is live, we will be able to see whether Neurality is actually closing the missed-call gap or whether the gap is during business hours.
  • Learning & Development (L&D) phone-skills training is still worth running — it protects the 62.5% conversion rate as new-patient volume scales.
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 4.7★ across 947 reviews — strong raw base, one of the largest review counts in the General-practice cohort. Current cadence is ~6 new reviews per month; the gate wants 10+/mo on a rolling basis.
Yelp 2.8★ across 21 reviews — see callout below (view listing).
Yelp red flag

Yelp shows 2.8★ across 21 reviews — that is below the 3.5★ floor and it is a public, indexable signal that directly contradicts the Google 4.7★ story. Branded "Pony Express Dental Eagle Mountain" searches surface Yelp on page one, and prospective patients absolutely cross-check. This is a Gate 4 priority on its own, separate from Google review cadence: reply to the negative Yelp reviews, push happy Google reviewers toward Yelp, and ask the OM to escalate any factual errors through Yelp's correction flow.

Where Pony Express Eagle Mountain Stands

  • Review base is strong on Google — 947 reviews at 4.7★, well past the trust threshold
  • New-review cadence is ~6 per month — below the 10/mo bar
  • Yelp is actively dragging the cross-platform signal down at 2.8★
  • Referral program is flagged as Manual Review (PGP-tracked); new-patient mix from referrals confirmed NO > 50%
  • The Google lift is achievable: 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
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 Eagle Mountain

Pony Express Eagle Mountain is a General practice with two distinct advantages: a 947-review Google base (4.7★) and a tri-location footprint that already includes Pony Express Daybreak (which houses the Ortho service line) and Pony Express Saratoga Springs. That tri-location story is a real Eagle Mountain–Saratoga–South Jordan corridor, and it is not being told effectively on the current website or GBP.

Holding moving to Growth Acceleration until Gates 1, 3, and 4 are green. The blockers are concrete: website is below the 70 floor, PeerLogic is not live, Yelp is below the 3.5★ floor, and Google cadence is below 10/mo. Each of those is a 30–60 day fix; none of them is structural. Once those four hold, this practice has the volume base to absorb DTC paid media well — and the Daybreak Ortho cross-sell story is a unique Growth Acceleration lever that none of the other General-practice cohort members have.

Stage one of the Growth Acceleration strategy here is foundational + referral-based: stand up PeerLogic, lift the website, fix the Yelp signal, and build a Pony Express tri-location referral story that lets Eagle Mountain feed Daybreak Ortho and vice versa. DTC paid media layers on after that.

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

  • Holding moving to Growth Acceleration until Gates 1, 3, and 4 are green
  • Mapping the Pony Express tri-location (Eagle Mountain / Daybreak Ortho / Saratoga Springs) referral story
  • Queuing the GBP baseline audit with Amy
  • Coordinating PeerLogic onboarding with ROD
  • Studio queued for website Privacy/ADA + schema + E-E-A-T pass

Growth Team Work

Your Growth Team has work underway on Pony Express Eagle Mountain 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.

18
Tasks identified
8
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 Eagle Mountain.

Investment Category Monthly
Foundational Growth Techstack
Neurality AI answering + scheduler (live) · Modento online scheduling on GBP (live) · PL Analytics (live) · Promo Republic social publishing · GoHighLevel (GHL) and PeerLogic call tracking pending onboarding
$130.00
Optional Web
Cookiebot · Userway ADA · SEO retainer (queued — Pony Express EM not yet on the 75-site quarterly rotation)
$211.00
Total Monthly Investment $341.00

Work Categories In Flight

Category Tasks Status
Studio Backlog — Website lifts (privacy/ADA, schema, E-E-A-T, video, images, trust signals) 6 Open
Field Manager Backlog — GBP baseline audit, GBP optimization pass, NAP / hours sync 4 Mixed — 2 open, 2 awaiting office
Marketing Approval Queue — PeerLogic onboarding, Yelp triage, Zappy, referral program, L&D, referral package, testimonials, DI/PBI confirm 8 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: Privacy / ADA policies, LocalBusiness + Dentist schema, image optimization, trust signal pass
  • GBP baseline audit and follow-on optimization pass (Amy + PGP)
  • Coordinating PeerLogic call-tracking onboarding (ROD)
  • Yelp reputation triage support — response templates + escalation path
  • Tri-location referral story buildout (Eagle Mountain ↔ Daybreak Ortho ↔ Saratoga Springs)
  • Welcome / office-tour video production (Studio)
  • Holding moving to Growth Acceleration until Gates 1, 3, and 4 are green

What We Need From You

  • Verify NAP, doctor names, and hours match between website + GBP
  • Confirm which scheduling URL is canonical — Neurality (site) or Modento (GBP) — or that both are intentional
  • Approve PeerLogic onboarding so Gate 3 can be measured
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle
  • 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
  • Book a Studio shoot day or share existing footage for the welcome video

Your Office Growth Sequence

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

Step Priority Status Gate
★ Verify NAP, doctor names, and hours match between website and GBP. If anything is off, submit a Marketing Request to correct it. Manual check pending Gate 1
1 Online scheduling is live on both website and GBP. Neurality on site, Modento on GBP — confirm with OM that running both is intentional. Green Gate 2
2 Stand up PeerLogic call tracking. PL Analytics + Neurality are on; PeerLogic is the layer this gate is measured against. Not started Gate 3
3 10+ Google reviews per month. Currently ~6/mo on a 4.7★ / 947-review base — deploy Zappy cards + QR codes and add review-asks to the morning huddle. Just below bar Gate 4
4 Yelp triage — respond to recent negative reviews, escalate factual errors, push happy Google reviewers toward Yelp to recover the 2.8★ signal. Not started Gate 4
5 50%+ of new patients come from referrals. If not, launch a referral program. Currently NO > 50%; program flagged Manual Review. Not started Gate 4, 5
6 Partnering with Korinne for content cadence on Instagram + Facebook (status maintained in Drive social audit sheet). Pending Gate 1
7 Front desk team has completed phone skills training through the L&D Team. Protects the 62.5% call-conversion rate as volume scales. Not started Gate 3

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 Schedule the GBP baseline audit with Amy so we can grade the listing and queue an optimization pass. PGPOM We cannot move Gate 1 toward Green without a GBP baseline; the website alone is below the 70 floor. 1
P1 Approve PeerLogic onboarding. PL Analytics is on, Neurality is Active — PeerLogic is the missing call-tracking layer. RODOM Without PeerLogic, Gate 3 cannot be measured against the rest of the cohort. Foundational unlock. 3
P1 Triage Yelp — reply to recent negative reviews, escalate factual errors via Yelp's flow, push happy Google reviewers to Yelp. OMFront Desk 2.8★ across 21 Yelp reviews is a public, indexable signal that contradicts the Google 4.7★ story. Direct Gate 4 lift. 4
P1 Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle. Front DeskOM Closes the gap from 6/mo to 10+/mo Google reviews on top of a 4.7★ / 947-review base. 4
P1 Approve referral program launch — target 50%+ of new patients from referrals. DoctorOM Highest-ROI new patient source; this is stage one of Pony Express's tri-location Growth Acceleration story. 4, 5
P1 Studio: ship Privacy Policy + ADA Accessibility Statement, then layer LocalBusiness + Dentist + Person schema across the site. Studio Lifts Legal Compliance and Structured Data — biggest single jumps available on the website score below the 70 floor. 1
P2 Front desk team completes L&D phone skills training. Front DeskROD Protects the 62.5% call-conversion rate as new-patient volume scales. Pairs with PeerLogic onboarding for full Gate 3 visibility. 3
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 Book a Studio shoot day (or share existing footage) for the homepage welcome / office-tour video. OM Closes the Video score gap and gives the tri-location referral story a face for partner outreach. 1, 5
P2 Trust signal pass — add insurance, financing, and patient-resource sections to the site. Studio Directly attacks the <70 website score by lifting the conversion-readiness category. 1
P2 Build the Pony Express Eagle Mountain tri-location referral package (Eagle Mountain ↔ Daybreak Ortho ↔ Saratoga Springs). Studio Unlocks the cross-practice ortho referral story for the General-practice Growth Acceleration plan. 5
P2 ROD pulls Dental Intel + Power BI to confirm Pony Express EM's current new-patient mix from referrals. ROD Manual review per the gates file — sizes the referral opportunity for the Growth Acceleration plan. 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. Reach out to Jeri Amato (ROD) — and Pony Express Eagle Mountain's incoming PGP once assigned — if you want to reshuffle.

Fix Now (Next 30 Days)

  • Schedule the GBP baseline audit with Amy (Gate 1 — unblocks the rest of Gate 1)
  • Approve PeerLogic onboarding (Gate 3 — foundational measurement layer)
  • Triage the Yelp signal — replies, escalations, and Google→Yelp review flow (Gate 4)
  • Deploy Zappy cards + QR codes and add review-asks to the morning huddle (Gate 4)
  • Studio ships Privacy Policy + ADA statement and the first schema pass (Gate 1)

Office Input Needed (Next 30 Days)

  • NAP + hours cross-check between website and GBP
  • Confirm canonical scheduling URL (Neurality on site vs. Modento on GBP)
  • Doctor + OM align on referral program incentive structure
  • Supply doctor bios, credentials, and 3-5 patient testimonials
  • Book a Studio shoot day or share existing welcome-video footage

Growth Team Work (In Flight)

  • Tri-location referral package (Eagle Mountain ↔ Daybreak Ortho ↔ Saratoga Springs)
  • Website E-E-A-T + LocalBusiness/Dentist schema pass
  • Trust signal pass (insurance, financing, patient resources)
  • Image optimization (lazy-load + compress) across the site
  • Monthly PL Analytics review with the OM (PeerLogic review starts once it's live)

Operations Coaching Opportunities

  • Front-desk call-conversion training with L&D (protects the 62.5% rate as volume scales)
  • Patient experience and review-ask scripting (Gate 4)
  • Referral-program rollout coaching with ROD (Gate 4 + 5)
  • Yelp response coaching for the OM and front desk

Future Advanced Care Consideration

  • Pony Express Eagle Mountain is a General practice; the Daybreak Ortho cross-sell is the unique Growth Acceleration lever in this cohort
  • Direct-to-consumer paid media unlocks once Gates 1, 3, and 4 hold green
  • Tri-location referral story is stage one of the Growth Acceleration strategy
  • Quarterly readiness review with Jeri Amato + assigned PGP