Marshall L. Wallace DMD — Marketing Recap

Meeting Date

October 7, 2026

Practice

Marshall L. Wallace DMD

Tier Level

Tier B

Met With

Diana Melton — Office Manager, with Dr. Marshall Wallace & Team

Next Meeting

Not yet scheduled

Referral Health Snapshot

Referral Trend — Previous 90 Days

N/A

— Not reported this meeting

Referral Trend — YTD YoY

N/A

— Not reported this meeting

Active Referring Providers — Previous 90 Days

N/A

— Not reported this meeting

Key Discussion Topics

Introducing The Team: Jayme met the full Sumter team: Diana Melton (Office Manager), Dr. Marshall Wallace, Christy Louder (Hygienist/Assistant), Peyton (Assistant/Front Office), Julie (Hygienist), and Kim (Front Office). Danielle, a part-time hygienist, was out at another office.
Dr. Ryan McGary Joining The Practice: Dr. McGary starts around November 12, working 2 days a week through December and moving to 4 days a week in January. He brings 9 years of Army service and extensive surgical experience, most recently as an independent contractor providing perio care across roughly 9 general offices in the Columbia/Chapin area. He'll see his own patients from day one and shadow Dr. Wallace on slower days.
Practice Transition Plan: Dr. Wallace will move to part-time in January. During January and February he'll treat patients 2 days a week and dedicate an additional day to introducing Dr. McGary to referring doctors. He has already been letting local offices know a new doctor is coming.
Current Marketing Activity: Diana prints a monthly list of referring offices and visits them as time allows, roughly 10 offices last month. Visits run monthly to every other month since the team is short-staffed. Structured marketing began after joining SGA.
Market Position: The practice is the only periodontist in Sumter and receives a steady flow of referrals from local offices.
Event Invitations And Relationship-Building Meals: Dr. Wallace shared that many referrals start with hygienists and front-desk teams, and he recommends inviting full office teams (not only doctors) to events, including offices that don't refer yet. Jayme agreed and will raise this with John and Matt, along with questions about which lunch/dinner expenses with referring doctors are covered.

Marketing Initiatives Discussed

Dr. McGary Introduction Event: Planned for January at a local venue the practice likes. The format is a 2-hour weeknight reception (Wednesday or Thursday, about 5:30–7:30 PM) with hors d'oeuvres. Venue rental is about $250/hour ($500 total), and the venue is currently wide open. Attendance could approach 100 if full teams are invited, including Columbia-area offices that have said they'll refer to Dr. McGary. Jayme recommended targeting late January or early February so it doesn't land right after the holidays.
New Doctor Collateral: Business cards and referral pads for Dr. McGary, requested through the marketing request form and produced by the SGA studio team before his start date.
Website Provider Bio: Dr. McGary's bio and headshot to go live on the practice website about a week before he starts.
Doctor Introduction Lunches: Dr. McGary plans lunch visits with local offices, and Dr. Wallace will help set up small lunches (Dr. Wallace, Dr. McGary, and one or two referring dentists). Jayme suggested one-on-one or small-group lunches as the doctor-focused complement to a team-wide event.
Reviving CE Programming: Last year's CE event drew close to 60 doctors and hygienists, with Dr. Wallace presenting on mucogingival defects and treatment. Dr. Wallace previously founded and ran a Sumter study club (around 1990) and later hosted sponsored 3-hour CE courses. He'd consider CE again with coordination support, and Dr. McGary may want to present to build his name locally.

Wins & Opportunities

The practice is the only periodontist in town with a strong local referral base, and Dr. Wallace has already been preparing referring doctors for Dr. McGary's arrival. Dr. McGary's existing Columbia-area relationships, several of which have said they'll refer to him, give the practice a real chance to grow beyond Sumter. With last year's well-attended CE event as proof, a team-wide January introduction event could reach a large share of the referral base in one evening.

Action Items

Action	Owner	Due
Send the marketing request form link (CC Dr. Wallace) so business cards and referral pads can be requested for Dr. McGary	Jayme Monroe	TBD
Submit the marketing request form noting what Dr. McGary needs (business cards, referral pads)	Diana Melton	Before Dr. McGary's start (~Nov 12)
Order referral pads through the office supply site once Dr. McGary's design is ready	Diana Melton	TBD
Contact Teresa Lewis for Dr. McGary's contact information; request his bio and headshot	Jayme Monroe	TBD
Publish Dr. McGary's bio and headshot on the practice website	Jayme Monroe / SGA Marketing	~1 week before start
Send the New Doctor Onboarding Playbook to Diana and Dr. Wallace	Jayme Monroe	TBD
Send the venue's hors d'oeuvres menu and pricing	Diana Melton	TBD
Build an event cost estimate and confirm date, invite list (full office teams vs. doctors only), and budget with John and Matt	Jayme Monroe	TBD
Clarify with John and Matt which lunch/dinner expenses with referring doctors are covered	Jayme Monroe	TBD
Send the calendar invite for monthly meetings starting the 2nd week of January (Wednesdays, 12:00 PM)	Jayme Monroe	TBD
Create a Doctor Offboarding Playbook	Jayme Monroe	TBD

Marketing Meeting Recap

Referral Health Snapshot

Key Discussion Topics

Marketing Initiatives Discussed

Wins & Opportunities

Action Items