SGA Dental Partners

Marketing Meeting Recap

Golden Triangle Periodontics · October 20, 2026

Meeting Date
October 20, 2026
Practice
Golden Triangle Periodontics
Tier Level
Tier B
Met With
Kim Bell — Office Manager
Julie Stallings Gillis — Marketing Coordinator
Next Meeting
Tuesday, January 12, 2027
10:00 AM CT

Key Discussion Topics

Marketing Initiatives Discussed

Wins & Opportunities

Dr. Starr's standing in the community is a major asset. He is a fourth-generation local, a former state dental board president, and served nine years on the IHL board, so nearly every referring provider knows him. Combined with Julie's consistent office visits, quarterly education events, and full-team use of Referral Lab, the practice has a strong relationship foundation. The biggest opportunity is getting in front of new and younger dentists early, through the NPI monitor, evening meetups, and the upcoming hygiene CE and Go Orthodontics events.

Action Items

ActionOwnerDue
Email Jayme the top 10 zip codes around the Columbus and Starkville offices for the NPI monitorJulie Stallings GillisTBD
Set up the monthly NPI new-provider monitor and send reports to the practice each monthJayme MonroeAfter zip codes are received
Send the calendar invite for the next quarterly check-in (Tuesday, January 12, 10:00 AM CT); Q2 meeting to follow in the second week of AprilJayme MonroeTBD
Share the playbook for addressing GPs and DSOs keeping perio and implants in-house once it's completeJayme MonroeTBD
Finalize the 2026 holiday gift plan for referring officesJulie Stallings GillisTBD
Plan the Go Orthodontics speaker eventKim Bell / Julie Stallings Gillis~February 2027