North River Periodontics — Marketing Recap

Meeting Date

August 6, 2026

Practice

North River Periodontics

Tier Level

Tier A

Met With

Lindsey Rainey — Practice Relations Director

Next Meeting

Thursday, August 27, 2026

Key Discussion Topics

Dr. Bowman's outreach cadence: With Lindsey covering both Memphis (3 weeks/month) and North River (1 week/month, third week only), we worked through exactly what outreach happens for Dr. Bowman — visits, lunch and learns, and how to keep momentum going during the weeks Lindsey isn't on-site.
Coverage gap during off weeks: Lora has asked what she can do to support Dr. Bowman while Lindsey is at the Memphis office; we didn't land on a formal answer but flagged it as something to solve.
Referral trend review: Walked the referral lab together — Dr. Bowman was up 59% in June, dipped 11% in July, with a goal of building toward ~60 referrals/month (roughly 20 in-person visits during her one on-site week).
Referral retention deep-dive: Reviewed the 12-month referral retention report for North River Cleveland, identifying "lukewarm" one-time referrers and dormant/trending providers to prioritize.

Marketing Initiatives Discussed

September collaborative study club (Sept 24): A shared event with Dr. Strever, Dr. McBrayer, and Dr. Bowman at the Embassy Suites in Chattanooga — 40-50 attendees expected, catering and CE requested, venue booked. Dr. Strever's invite email is out for feedback (11-12 responses so far); Lindsey takes over building attendance from here.
August lunch and learns: Three booked this month for Dr. Bowman/Dr. Strever — today's (Aug 6), the 11th, and a double lunch and learn on the 19th (one for each doctor).
Weekly visit structure: Proposed a one-module-per-day cadence for Lindsey's on-site week: Monday (admin/social coordination + a few visits), Tuesday (dormant/top-priority providers), Wednesday (trending-down providers), Thursday (trending-up "yellow" providers).
New North River meeting cadence: Set up a recurring monthly check-in dedicated to North River/Dr. Bowman (separate from the existing Memphis meeting), landing on the fourth Thursday each month.

Wins & Opportunities

Dr. Bowman's referrals were up 59% in June after Lindsey's first on-site visit built real momentum with the practice, and August is already shaping up to be a busy month with three lunch and learns on the calendar plus a 40-50 person shared study club taking shape for September. Lindsey also flagged a promising new-provider lead near Brainerd who was ready to meet Dr. Bowman and host a lunch and learn — that one is currently on hold pending sign-off from Lora, and is worth revisiting given the potential ROI.

Action Items

Action	Owner	Due
Send recap email to Lora and Matt (cc Lindsey)	Jayme Monroe	August 6
Revisit the Brainerd new-provider lead with Lora to understand why it was declined	Jayme Monroe / Lindsey Rainey	TBD
Prioritize outreach to lukewarm one-time referrers (David Otis, Kayla Mabry, Jason Turner, Dale Kennedy, Billy Barton) — especially David Otis given his prior $4,000 case	Lindsey Rainey	Week of Aug 17 (North River on-site week)
Run the Monday–Thursday visit cadence (admin/social, dormant, trending-down, trending-up) during the North River on-site week	Lindsey Rainey	Week of Aug 17
Follow up with Janina/Paige on the CE printing process ahead of today's lunch and learn	Lindsey Rainey	Aug 6
North River monthly check-in — next session	Jayme Monroe / Lindsey Rainey	Thursday, Aug 27

Marketing Meeting Recap

Key Discussion Topics

Marketing Initiatives Discussed

Wins & Opportunities

Action Items