Every practice the marketing team is prioritizing right now, across two cohorts —
filter by cohort start date to see how long each has been on the list. A practice leaves the list only by moving to
Monitoring (measurement continues, hands-on work stops), and no new cohort starts until one does.
Cohort 1 metrics live in the Pilot-10 Impact Scorecard.
Roster H1 Rollup — Jan–Jun 2026 vs 2025
Spend: SGA East Q1+Q2 2025 accounting export · NP: Power BI H1
Promo spend · Jan–Jun
$126,868 vs $104,992
+20.8% YoY (+$21,876)
SGA East apples-to-apples (9 clean-match practices). Full 20-practice H1 2026 = $204,738 — SGA West and rebrand practices don't have 2025 rows so are excluded from YoY.
New patients · Jan–Jun
4,429 vs 4,683
−5.4% YoY (−254 patients)
All 20 focus practices; 2 rebrands (Belfast, Liberty) excluded — no 2025 history. Same-store 9-practice SGA East view: +2.1% (2,180 → 2,225).
Blended CPA · Jan–Jun
$57/NP vs $48
+18.4% YoY (spend up 21%, NP up 2%)
SGA East 9-practice same-store basis. Spending is climbing faster than patient volume — the roster is paying more per new patient than a year ago. SGA West CPA YoY still not computable (2025 accounting export not in /budgets).
Current Priorities
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At Risk / Blocked
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Open Ops Asks
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decisions or actions marketing needs from Operations
In Monitoring
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measurement only — 90 days after concentrated work ends
Current Priorities
Every practice receiving concentrated marketing attention, with cohort start date, status, and what marketing needs from Operations. Rows link to each practice's Growth Hub page.
Practice
Region · ROD · VP
GM
Cohort · Start
Status
Headline vs Baseline
Ops Ask
Why · Notes
Up Next & Nominations
Queued = approved for the next cohort start. Nominated = requested (often by Ops) and under readiness review. "When does my office get a turn?" is answered here.
Practice
Region · ROD · VP
Stage
Target Cohort
Why · Sponsor
Notes
Monitoring
Concentrated work has ended; measurement continues for 90 days. Monitoring is strictly hands-off — these practices do not hold priority seats.
How the List Works
Two cohorts hold priority seats at a time. The list only grows when a cohort moves off into Monitoring.
Joining the list
Nominate — any Ops leader can nominate an office at any time; it appears here as Nominated with the sponsor's name.
Queue — after a readiness review, approved practices join the queue for the next cohort start.
Activate — the queue becomes the next cohort when a current cohort moves to Monitoring.
Mid-cycle swaps are rare and require a documented reason — the entering sponsor and the practice rotating out are both named in the changelog.
Leaving the list — Monitoring, then Graduated
At the cohort's cycle-end review (~90 days after implementation launch), practices move to Monitoring: measurement only, zero hands-on marketing work, for 90 days.
Review gates (proposed, pending Marketing + Ops ratification): all activation tracks live · review velocity ≥ 8/30d for 2 months · trailing-90d new patients ≥ 110% of locked baseline (waived to trend + activation for rebrand entries).
After monitoring: Graduated — or re-entered as a new engagement if results regressed.
Roster Changelog
Every add, activation, move to monitoring, and graduation — with the named reason. No silent roster changes.
Date
Engagement
Action
Detail
Graduated
Practices that completed a focus engagement and the 90-day monitoring window.