Key Discussion Topics
- Tier A Cadence And Territory Overview: Coastal Jaw Surgery has moved to Tier A given its size and volume, shifting to monthly marketing check-ins. Stacey covers Trinity, Spring Hill, Newport Richey, and Tampa; Katie covers Palm Harbor, Clearwater, Dunedin, Tarpon Springs, and St. Pete, with providers rotating across several of these locations.
- Dr. Scheider New-Provider Ramp-Up: Dr. Scheider started July 20 in the Trinity/Palm Harbor area. His marketing materials (business cards, appointment cards, referral pads) are in place, and the team has been introducing him through referral database announcements, hand-delivered office visits, and doctor-to-doctor lunches.
- Referral Lab Reporting Walkthrough: Stacey reviewed how she uses the monthly marketing meeting report to track new, dormant, and trending referring providers, the weekly partner provider report she sends to the dictation vendor, and the marketing dashboard and activation report.
- Visit Logging Gap: Stacey tracks her ~80 monthly office visits in a separate Excel spreadsheet rather than consistently in Referral Lab, an admin task she flagged as an area to improve going forward.
Marketing Initiatives Discussed
- Dr. Scheider Introduction Campaign: Announcement email to the full referral database, hand-delivered printed announcements and updated referral pads for Trinity and Palm Harbor offices, unannounced practice visits as his schedule allows, and one-on-one lunches with referring doctors.
- Zip-Code Prospect List For Trinity: In lieu of a full referral growth engine, SGA will cross-reference Stacey's target Trinity-area zip codes against Referral Lab to surface providers not currently in the system — prioritized to support Dr. Scheider's ramp-up.
- NPI Registry Monitoring Beta: SGA will beta-test its automated monthly NPI registry scan (already running for another practice) on the Trinity zip codes, flagging newly registered providers for Renee to verify each month.
- Local Dental Society Membership Lists: Jayme will look into obtaining membership rosters from the Upper Pinellas County, Pasco County, and Hernando County dental associations as an additional prospecting source.
Wins & Opportunities
Dr. Scheider's launch is well supported just three weeks in — materials, referral-base outreach, and a steady cadence of visits and doctor lunches are already underway in Trinity and Palm Harbor. Stacey continues to exceed her 80-office monthly visit goal, and her nearly five years in the territory have built the kind of trust where referring doctors give her direct, honest feedback. The new zip-code prospect list and NPI monitoring beta give the team two fresh channels to help fill Dr. Scheider's schedule.
Action Items
| Action | Owner |
|---|
| Send target zip codes for the Trinity-area prospect list | Stacey Fink |
| Cross-reference Trinity zip codes against Referral Lab and deliver prospect list of non-enrolled providers | Jayme Monroe |
| Set up beta NPI registry monthly scan for the Trinity zip codes | Jayme Monroe |
| Send "after" photo so the revised banner creative proof can be finalized | Stacey Fink |
| Enroll in the new creative task management/ticketing system | Stacey Fink |
| Look into availability of Upper Pinellas, Pasco, and Hernando County dental society membership lists | Jayme Monroe |
