Ops–Marketing Alignment

Ops–Marketing Alignment is how SGA decides, practice by practice, who owns growth. Every one of the 250 clinical practices carries a code — class (General, Advanced Care, Specialty), owner, and tier — computed from Power BI, Dental Intel and Referral Lab data, not from judgment. RED practices are held by Ops: hygiene is booked out past 14 days or a specialty office has no Practice Referral Director, and marketing does not push demand into them. GREEN practices are owned by Growth: a Growth Manager works each one from a fixed play chosen by the code. This page is the front door to the whole program — the plan, the classification, the playbooks by category, and the decisions SLT still owns. Re-classified every 30 days.

250

practices

144

Growth · GREEN

106

Ops · RED

171 / 22 / 57

GP / AC / SP

286

searchable entries

⚲

Searches every practice row, every section of the plan and playbook, and the decision docs. Esc clears.

The program

Growth Marketing Plan — all locations

Ownership rule, cross-cutting infrastructure, plays by cohort, GM and regional matrices, 90-day sequence.

Strategy · live

Practice Classification updated 2026-09-26

All 250 practices with code, owner, tier, NP / production / referral YoY, lead-days, PRD, foundation gaps. Filter, sort, search.

Data · live

Practice Scorecards — rollup

The Read + scorecard for every practice. Filter by Growth Manager and ROD; Top 5 / Bottom 5 by NP, production, tech stack or capacity, each linking into the practice scorecard.

Scorecards · live

Growth Marketing Plan by category

General Practice

Code → play lookup, Ops triggers, plays A1 / B1–B3 / C1, Office Hours, escalation matrix.

GM Playbook · live

Advanced Care need to build

The 22 AC offices: GP plays plus the Advanced Care service-line funnel (implants, full-arch, cosmetic) as a separate campaign set.

Playbook · pending

Specialty need to build

The 57 specialty offices: PRD-led Referral Growth Engine cycle, SPG4 pipeline audit first, Matt & Jayme A/B/C cadence.

Playbook · pending

Practice plans the playbook applied to one practice — a Growth Manager's working doc

Statesboro Family Dental GPG2-F

Growth Manager Jenn Freemyer · ROD Kim Miller · Low Country. Production +15% on 4% fewer new patients, hygiene bookable in 3 days, organic -28%, GBP 73.7, no call analytics. A1 Foundation Sprint → B3 Cadence Lock; run with Premier Dental · Statesboro as one market.

GP example · live

Open decisions for SLT

1
Ops to approve the practice classification for Q4 focus
106 RED / 144 GREEN under the 14-day hygiene rule. Approval locks the Q4 GM queues. Open →
2
Listing service budget approval
Yext expansion to 249 locations. Open →
3
ROD practice identification workflow need to build
How does a ROD submit a practice for marketing focus? Trigger definitions are drafted in the GM Playbook; the intake form and routing are not built. Open →
4
Practice Profile update OM approval by 10/2
Ops to require OMs to approve their practice profile.
5
Splitting the work between the two teams need to build
Who owns Neurality, PeerLogic, Patient Experience, and the rest of the shared stack — a RACI across Ops and Growth.

Resources

NP-99 Operating Plan

Sarah's original diagnostic — the 99 fix list and 30 opportunity list, Jan–Aug '26 vs SPLY. Reference; unchanged.

Diagnostic · reference

Operator asks · 9/30

Sarah's P1/P2 through the classification: RED P1s by ROD, Neurality and PeerLogic not-live lists, GBP under 90.

Handout · live

Yext Enterprise Consolidation — SLT Review

The listing-service deck behind open decision 2.

Deck · reference