Growth Department · Integration Plan v2
Internal — decision draft
Retiring the practice-wave model. Every practice in scope on day one; the team works data-prioritized queues per stream, so nobody waits on a stuck practice to keep moving.
Per Sarah's direction, sequential per-practice onboarding is replaced by parallel task streams: work is organized by stream (GBP, websites, reviews, visibility, lead tracking), each with its own data-ranked queue. A practice stuck in one stream no longer blocks its progress in any other.
GMs keep their books — Jenn 86 / Kelly 82 / Jayme 54 / Dakota 26 — and work their own book's rows within each org-wide queue. Carried forward unchanged from v1: the "integrated" definition (digital storefront only), the Gail-vs-marketing ownership split, and the escalation path.
The Growth Readiness rollup shows audit status Complete with a live briefing URL for every practice (website audits 249/250, GBP audits 249/250). The "brief production is the biggest lift" concern is retired — the all-office email can send as soon as access is verified.
Columns 25–35 of the integration-plan workbook (PeerLogic / DI / Neurality / scores / rebuild) are misaligned on the 161 General rows — production dollars sit under score headers. Specialty and Advanced Care rows are clean; GM and rank columns are sound. All queue counts in this document come from the audit rollup instead. The frozen file is flagged, not patched.
Ready Briefs exist; sga3p intake exists (P1–P5 Task Manager, 24-hr SLA). Email links each OM to their brief and asks for a ticket if the GBP identity section (name, address, phone, hours) is wrong. Batched by GM for sender identity.
Corrections readyPromoRepublic blocked GMs work corrections in score order now, folding in Stream-1 tickets as they arrive. PromoRepublic is the endgame — one central dashboard for all listings — but correction work does not wait for it. Onboarding is gated on the PromoRepublic-vs-Swell decision (dropping Swell strands ~30 PRISM tickets/mo).
Blocked on capacity Only one practice portfolio-wide scores 85+. The constraint is build capacity, not identification: 185 SGA sites carry zero SEO/dev investment while the MSP retainer covers 75 Gen4 sites at $13K/mo. Needs a budget/vendor decision.
Conditional Recommendation: do not run as a blanket stream. Interviews feed landing-page content, which only matters where a rebuild is happening — and scheduling doctors is the highest-friction task on this list. Attach the interview at rebuild kickoff instead: ~15–20 interviews this year rather than ~250, timed to when they're usable.
Sweep readyTooling blocked 23 listings are already known to have zero recent reviews; the full under-10 list needs one SerpAPI pass (~250 lookups, inside quota) and can run this week. Which automation tool switches on is the same PromoRepublic decision as Stream 2.
Built, undeployed The sga3p share links + GM guard were built and verified 2026-07-11 but never deployed. Deploying gives every OM a live per-practice task view — the "visibility without roadblocks" mechanism — and gives the Stream-1 email a second link: "here's your live task list."
Pilot exists Round-1 scope exists (21 practices); Dakota owns expansion. Suggested sequencing: prove lead-flow reporting on the 21 before opening the firehose — GHL data is also what makes the review and rebuild streams measurable.
| # | Dependency | Owner | Status | Blast radius |
|---|---|---|---|---|
| 1 | PromoRepublic vs. Swell decision | Sarah (w/ Mike, Dakota) | Open — critical path ×2 | Blocks Streams 2 + 5; ~30 PRISM tickets/mo stranded if Swell drops without a landing zone |
| 2 | Web-dev capacity / budget for rebuilds | Sarah | Open | Stream 3 stalls at "ranked list, no builds"; audits become shelfware |
| 3 | OM SSO access to sga-growth.dev briefs | Amy (verify), IT | Unverified | Stream-1 send-blocker if OMs can't authenticate |
| 4 | sga3p intake surge handling | Amy + Dakota | Plan needed | Week-one spike blows the 24-hr SLA and burns OM goodwill on the first touch |
| 5 | Gail's bandwidth (pre-checks fold into Stream-1 ticket chase) | Sarah / Gail | Open | Missing OM info slows GBP corrections |
| 6 | Dakota-as-3rd-GM ratification | Sarah | Open | Book rebalance if reversed |
Gates two streams and the PRISM ticket migration. Everything in Streams 2 and 5 is staged behind this.
Approve a budget/vendor path for the sub-50 queue (30 sites) as tranche 1 — or cap the stream at triage-only.
One email to ~250 OMs (batched by GM) linking briefs + live task lists, soliciting GBP-correction tickets — including the intake-surge plan.
No new-hire req; Advanced Care and Cosmetic stay with Dakota.
OM-facing, sent from each Growth Manager. Merge fields in double braces.
Hi [OM first name],
I'm [GM name], your Growth Manager at SGA Dental Partners. We've completed a digital review of every SGA practice, and [Practice name]'s brief is ready:
View your practice briefOne ask (5 minutes): open the brief and check the top section — practice name, address, phone, and hours as they appear on Google. If anything is wrong or has changed, submit a quick ticket and we'll fix it at the source:
Report a correctionYou can also see everything we're working on for your practice — and anything we need from you — on your live task list:
Your practice task listOver the coming weeks we'll be working through Google Business Profile updates, review tools, and website improvements for every practice — no action needed from you beyond the check above unless we reach out.
Questions? Reply here or book time with me: [GM calendar link]
[GM signature]
audit_rollup_data.json): 250 locations; website scores 249, GBP scores 249, briefing URLs 250/250.