Newark Periodontics is showing strong momentum, with YTD referral growth climbing from 14% to 18% since the last meeting. The marketing calendar was reviewed and is aligned with current initiatives. Due to Dr. Swedlow's continued absence from marketing activities, the team has agreed to focus primary marketing efforts on Dr. Basali for the foreseeable future, while also working to strengthen outreach toward Dr. Swedlow's referring partners to maintain those relationships.
Dr. Swedlow remains off the marketing calendar due to personal matters and has a limited work schedule. Filling her schedule presents some challenges due to the nature of her cases and patient acceptance timelines. The team will continue to monitor and adjust as her availability changes.
Dr. Basali receives the majority of top referrals, attributed to his established relationships and longer tenure at the practice. Dr. Swedlow's referrals tend to involve larger, more complex cases, with an average presented case value of $4,456 — nearly $1,000 higher than Dr. Basali's — reflecting her treatment approach.
To maintain and rebuild referral relationships on Dr. Swedlow's side, hot lunches will shift focus to her referring partners. Spring flower deliveries on April 27th will include a mix of referring partners from both Dr. Basali and Dr. Swedlow. AI tools will also be explored to help identify new prospects and re-engage lapsed referrers in her network.
Tara delivered lunch to Dr. Spring and Stoichev's office on April 2nd. A separate lunch was canceled due to an office manager departure at the target office. Going forward, hot lunches will shift focus toward Dr. Swedlow's referring partners to maintain and strengthen those relationships.
Spring flower deliveries are planned for April 27th as a seasonal touch point, replacing the previously discussed Easter baskets. The target has been adjusted to approximately 20 doctors (down from 30), with recipients drawn from referring partners of both Dr. Basali and Dr. Swedlow.
Dr. Basali attended a dental society meeting on March 24th/25th, making personal contact with four doctors. He plans to present at a future meeting once the schedule is confirmed, which will further strengthen his visibility within the local referral network.
Dr. Basali continues to meet with his small group at his cafe every Tuesday, maintaining consistent weekly engagement with referring doctors and nurturing those relationships on an ongoing basis.
Jayme will use AI tools to build a prospect list for Dr. Swedlow by cross-referencing current referrers and identifying nearby providers not currently referring to the practice. The results will be shared with Tara for review and feedback before outreach begins.
Jayme will run a report to identify referrers lost in 2025 for Dr. Swedlow and develop a targeted re-engagement plan to reconnect with those providers and rebuild referral volume on her side of the practice.