Marshall L. Wallace, DMD (Wallace Perio) Team
★ Verify Your Google Business Profile Details
We pulled these from your Google Business Profile. 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.
| Practice Name (DBA) | Marshall L. Wallace, DMD (Wallace Perio) |
| Address | Sumter, SC |
| Phone | (912) 764-4403 |
| Website | https://statesborofamilydental.com/ |
| Status | Operational |
Hours on Google
Please verify your Google listing hours match your actual office hours and your website. Any discrepancy should be submitted as a Marketing Request.
Here's where you stand — and what gets us there together.
Top 3 Priorities — In Order
- Verify your name, address, phone (NAP), doctor names, and hours match between your website and your Google listing (GBP).
- Hit 10+ Google reviews per month.
- Enroll in PeerLogic call tracking and Neurality AI answering.
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.
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.
Most dental practices are invisible to the patients who are actively searching for them right now. A complete, accurate, and compelling digital presence is the foundation of every other growth investment.
Why We're Holding This Bar
SGA's growth investment — paid campaigns, advanced care programs, and dedicated marketing support — is designed to scale practices that are operationally ready. That means practices where patients can find you, reach you, book quickly, and experience something worth talking about.
Get Gates 1–4 green and your practice is in line for that investment. That's what this briefing is for: showing you exactly where you stand and the shortest path through.
The Patient Funnel
This is the framework behind everything in this report — the path every patient travels before they ever sit in your chair. The gates in the next section exist to protect specific stages of this funnel.
The Gates to Unlocking New Patient Growth
Most dental practices do not need paid media dollars immediately. Before discussing Google Ads, Facebook campaigns, or accelerated growth investments, we focus on strengthening the operational and digital foundation that supports sustainable growth.
Marketing does not fix operational gaps — it exposes them. These Growth Gates help identify where friction exists in the patient journey so we can improve access, conversion, patient experience, and long-term growth performance before scaling demand.
01 Digital Storefront Visibility Awareness Layer Gray
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 Yellow 81.4 / 100 · Grade B
Your GBP score of 81.4/100 (Grade B) reflects your visibility and trust signals on Google Search and Maps. There are a few areas that need attention before the profile is fully optimized.
| Sub-Category | Score |
|---|---|
| Name, Address, Phone (NAP) | 25.0 / 30 |
| Category Selection | 20.0 / 20 |
| Appointment / Booking | — / 25 (Reserve with Google not yet enabled) |
| Description | 8.0 / 10 |
| Photos | 4.0 / 15 |
What's Next on GBP
- ID
- p01
- p02
- Add appointment booking link to GBP once online scheduling is live
Website Yellow 66.5 / 100
Your website has a solid foundation but needs work in conversion and patient trust areas.
| Section | Weight | Score |
|---|---|---|
| Technical Health | 15% | 75 / 100 Yellow |
| Conversion & Contact | 25% | 89 / 100 Green |
| Location Information | 10% | 67 / 100 Yellow |
| Services | 15% | 45 / 100 Red |
| Doctor / Team Trust | 10% | 67 / 100 Yellow |
| Patient Resources | 10% | 43 / 100 Red |
| Social Proof | 5% | 75 / 100 Yellow |
| Mobile / UX | 5% | 33 / 100 Red |
| Security / Compliance | 5% | 62 / 100 Yellow |
Top Priority Fixes
- Viewport meta present but disables zoom: 'width=device-width, initial-scale=1.0, — Remove maximum-scale / user-scalable=0 so users can pinch-zoom
- PSI mobile Performance = 61/100. LCP 6.4 s, Speed Index 6.8 s, TTI 6.9 s, TBT 15 — Compress/lazy-load images, defer render-blocking JS, enable caching/CDN, reduce
- PSI mobile Accessibility = 79/100 — Remediate Lighthouse accessibility findings
- PSI mobile Score = 85/100 — Remediate Lighthouse score findings
- No emergency text on homepage; no dedicated emergency page — Add an emergency dental CTA and a dedicated emergency page
Social Media Red Access gaps present
Access
Open Action Items
- None outstanding.
Source: Social access audit maintained by Marketing · Last verified 6/9/26
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.
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 Marshall L. Wallace, DMD (Wallace Perio) Stands
- ✓ New patient appointments available within 7 days
- Online scheduling is not yet live on the website
- No scheduling button on the Google listing yet
- No appointment-request form detected on the website
03 Lead Response & Call Conversion Conversion Layer Gray
Does the practice successfully convert demand into booked appointments?
Generating demand is only valuable if the office can consistently capture and convert incoming opportunities. This gate evaluates how effectively the practice responds to calls, forms, and patient inquiries.
Success Metrics
- Missed Calls < 18%
- New Patient Call Conversion ≥ 45%
- Fast response 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 Marshall L. Wallace, DMD (Wallace Perio) Stands
- PeerLogic call tracking is not yet enrolled — this is the highest-priority action for Gate 3
- Missed call rate and call conversion cannot be measured without PeerLogic
- Neurality AI answering is not yet active — missed after-hours calls go uncaptured
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.
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
Where Marshall L. Wallace, DMD (Wallace Perio) Stands
- Google review volume not yet measured — Zappy cards and morning huddle review-asks should be activated now
- Neurality AI answering not yet active — after-hours patient calls may go unanswered
- Review-request workflow at checkout not confirmed — this is the single highest-leverage action for review volume
05 Growth Acceleration Strategy Scale Layer Recommendation
Is the practice ready for accelerated paid growth and Advanced Care investment?
Recommendation: Build the Foundation First
Direct-to-consumer advertising — SGA-funded implant and cosmetic campaigns — layers on once Gates 1 through 4 are green and holding. That's the unlock: campaigns only pay off when every call is answered, every lead can book, and every patient experience earns five stars. Clearing G4 is what puts Marshall L. Wallace, DMD (Wallace Perio) in line for that investment.
Advanced Care Consideration
- Holding moving to Advanced Care consideration until Gates 1–4 are green
- Quarterly readiness review with Jayme Monroe and ROD
- Once green: Direct-to-consumer paid campaigns eligible to launch
What Unlocks Gate 5
- Gate 1 Green: Digital storefront is strong and accurate
- Gate 2 Green: Patients can easily schedule online
- Gate 3 Green: Missed calls <18%, conversion ≥45%
- Gate 4 Green: 10+ Google reviews/month, strong patient experience
What the Growth Team Is Working On
Most of what we do happens without you having to ask. Here's what's in flight for Marshall L. Wallace, DMD (Wallace Perio) right now — and what we'll move on once the office confirms the items in the next section.
| Work Item | Count | Status |
|---|---|---|
| Website audit and conversion fix plan | 1 | In progress |
| GBP optimization and photo refresh | 1 | In progress |
| Social media profile audit | 1 | In progress |
| Scheduling integration evaluation | 1 | Open |
| Marketing Request backlog | — | Awaiting office input |
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 rebuild evaluation and conversion fixes
- GBP photo refresh and ongoing optimization
- Social media audit and profile optimization
- Online scheduling vendor evaluation and integration
- PeerLogic call-tracking enrollment
- Neurality (AI call answering) enrollment
- Zappy review card design and deployment support
What We Need From You
- Verify NAP, doctor names, and hours match between website + GBP
- Deploy Zappy review cards + QR codes; add review-asks to morning huddle
- Confirm Neurality call answering is active and routing correctly
- Confirm or add appointment-request form to the website
- Supply updated team and office photos
- Front desk team completes phone skills training with the L&D team
Your Office Growth Sequence
This is the priority order we work every 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. | Confirm | Gate 1 |
| 1 | 10+ Google reviews per month. If not, deploy Zappy cards and QR codes throughout the office and add review-asks to the morning huddle. | Not started | Gate 4 |
| 2 | Neurality is live — AI answering that picks up calls your team misses (works alongside PeerLogic call tracking). | Not started | Gate 3 |
| 3 | 50%+ of new patients come from referrals. If not, launch a referral program. | Done | Gate 4, 5 |
| 4 | Social profiles (Instagram + Facebook) are active with consistent brand presence. | In progress | Gate 1 |
| 5 | Front desk team has completed phone skills training through the L&D Team. | In progress | 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 | Deploy Zappy cards + QR codes throughout the office; add a review-ask to the daily morning huddle. | Front DeskOM | Moves Gate 4 toward the 10-reviews-per-month target. | 4 |
| P1 | Confirm Neurality (AI call answering) is live and actively routing calls. | OM | Recovers missed-call revenue and creates the data foundation for Gate 3. | 3 |
| P1 | Enroll in PeerLogic call tracking — this is required to measure Gate 3. | OM | PeerLogic enrollment is the prerequisite for all call-data-based Gate 3 metrics. | 3 |
| P2 | Launch in-office referral program — target 50%+ of new patients from referrals. | DoctorOM | Highest-ROI new patient source; supports referral-based growth recommendation in Gate 5. | 4, 5 |
| P2 | Partner with the Studio team on social media profile audit and refresh. | OM | Lifts social presence and expands reach to local audience. | 1 |
| P3 | Front desk team completes L&D phone skills training. | Front DeskROD | Improves call conversion once Gate 3 baseline data is captured. | 3 |
| P3 | Supply updated team photos and 3–5 patient testimonials. | OM | Improves GBP photo score and website Doctor/Team Trust + Social Proof scores. | 1, 4 |
Owner badges: Doctor Office Manager ROD Front Desk
Your 90-Day Roadmap
Here's the order we recommend tackling everything in. Top of the list = biggest impact on getting you closer to unlocking new patient growth. Reach out to Jayme Monroe if you want to reshuffle.
Fix Now (Next 30 Days)
- Activate review-request workflow at checkout (Gate 4)
- Confirm Neurality AI answering is enrolled and routing calls (Gate 3)
- Verify NAP, doctor names, and hours are consistent across website + GBP (Gate 1)
Office Input Needed (Next 30 Days)
- Supply team and office photos for GBP + website refresh
- Confirm scheduling availability and NP wait time targets
- Approve testimonials and FAQ content topics
Growth Team Work (In Flight)
- Website rebuild evaluation and conversion improvement plan
- GBP photo refresh and profile optimization
- Social media audit + Instagram/Facebook refresh
- PeerLogic call-tracking enrollment
- Neurality AI answering enrollment
Operations Coaching Opportunities
- Front-desk call conversion training once baseline call data is captured (Gate 3)
- Patient experience and review-ask scripting (Gate 4)
- Hours / availability review with John Mezick (Gate 2)
Future Advanced Care Consideration
- Direct-to-consumer paid media unlocks once Gates 1–4 are green
- Specialty referral and implant growth strategy is the Advanced Care pathway
- Quarterly readiness review with Jayme Monroe and John Mezick