Download PDF
SGA Dental Partners · Growth

Smile Gulf Coast — Patient Funnel Scorecard

January – June 2026, with year-over-year comparison vs 2025 · Prepared for the Dr. Buntyn marketing review
SGC-MS · Gulfport, MS Owner: Dr. L. Randy Buntyn Jr, DMD ROD: Lanthea Mangum · Delta Region · SGA East Growth Manager: Jenn Freemyer PMS: Dentrix
New patients · H1
54
+29% YoY (42 in H1 2025) · DI shows 49
Avg new patients / mo
9.0
Up from 7.0 in 2025 — still low for a GP office
Promo spend · May–Jun
$6,541
No spend Jan–Apr (credits excluded) · ~$311/NP same-period
Missed calls
28%
PeerLogic · target <18%
Online booking
None
Neurality inactive — site & Google are phone-only
Hygiene reappointment
88–96%
Up from 80–90% in 2025

Spend request on the table: $7,500/month — verdict RED, "Stabilize before spend"

Dr. Buntyn's spend request was scored 7/20 (spend-request scorecard, SGC-MS): two or more conversion fundamentals are failing — 28% missed calls, no online scheduling, and 0 new reviews/month — so new ad spend would leak before it becomes patients. Even at a strong $150 CPA, $7.5k/mo models to ~50 NP/mo (5.6× current flow) only if the phones and booking path can absorb it.

Funnel — top to bottom

1 · Visibility & reputation Watch

4.9★ Google rating but only 62 reviews all-time and 0 new reviews/month (pulled 8/4). Rating is excellent; velocity is stalled — no checkout review-request workflow. GBP itself is strong (90/100, rescored 5/18). Facebook: 507 followers; pilot social posting went live 6/25. Instagram is blocked waiting on Optio to release the page for Korinne to claim.

2 · Website conversion Blocker

smilegulfcoast.com scored 55/100 (Conversion & Contact 30, Patient Resources 29, Mobile/UX 25). No online scheduler — "Make Appointment" routes to a contact form, and new-patient paperwork is a static 2023 PDF. Website remediation is currently blocked with The Studio (pilot tracker 7/19). Form-submission volume: data unavailable (Power BI block not yet exposed to this feed — flagged, not zero).

3 · Phone calls Blocker

PeerLogic is live and the phone is the practice's only conversion path — and 28% of inbound calls are missed (target <18%). Answered calls convert at 50%. Dental Intel corroborates: 63 missed calls / 71 missed opportunities YTD (6/3 dump). Roughly 1 in 4 potential patients never reaches a human. (Note: the crosswalk's PeerLogic-domain field is blank for SGC-MS while gates data shows PeerLogic live — field conflict flagged, gates data used.)

4 · Online scheduling Blocker

Neurality: Inactive · Scheduler: Not Live (crosswalk, 8/4). SGC is not on Neurality's deployment roster at all — the add-on request was raised on the 7/15 vendor call and is still open. No booking link on the Google Business Profile and none on the website; every after-hours or won't-call patient has no way to book. Combined with the 28% missed-call rate, this is the single highest-leverage unblock. (One 6/18 inventory file lists a Solution Reach scheduler URL for SGC — it is not linked from the site or GBP; conflict flagged for confirmation.)

5 · New patients completed Low

54 in H1 per Power BI (7 · 5 · 10 · 11 · 14 · 7) — up 29% from 42 in H1 2025; Dental Intel shows 49 vs 38 (also +29%) on its own definition, and July came in at 8. May's 14 was the high-water mark; June fell back to 7 — -25.5% vs. baseline, which put SGC "at risk" on the 7/22 focus-practice roster. The call data points upstream: with 28% of calls missed and no booking alternative, this reads as a conversion problem more than a demand problem.

6 · Retention Healthy

Hygiene reappointment ran 88.1%–96.5% by month (Power BI), up from 80.2%–90.5% across the same months of 2025 — a genuine year-over-year operational improvement. Once patients arrive, the practice keeps them — the problem is upstream, not in the chair.

New patients by month · Jan–Jun, 2026 vs 2025

2025 2026 Power BI "New Patients" · DI cross-check in table note
10 0 5 12 4 10 7 4 7 5 10 11 14 7 Jan Feb Mar Apr May Jun

Monthly detail

Month New patients Hygiene reappt % Net production Promo spend
2026
20262025YoY 20262025 20262025
Jan75+294.2%81.4%$112,481$105,074— cr excl.
Feb512−796.5%90.5%$114,232$144,624— cr excl.
Mar104+688.1%80.2%$155,579$84,645— cr excl.
Apr1110+191.8%83.5%$93,991$106,859— cr excl.
May147+791.7%86.3%$100,814$139,771$3,541
Jun74+391.7%80.2%$86,066$88,932$3,000
H1 total5442+29% rate — not summed $663,162$669,905$6,541 May–Jun

Dental Intel cross-check on new patients: 49 in H1 2026 vs 38 in H1 2025 on DI's own definition — +29% YoY, independently matching Power BI's growth rate; sources shown separately per source-integrity rules. Production is flat YoY (−1.0%: $663k vs $670k), with Q2 2026 averaging $93.6k/mo vs Q1's $127.4k/mo — down ~26% within the year. June was the softest month of the half on both production and new patients.

Promotional spend · own account, as booked

$6,541 spent May–June — no marketing spend Jan–April

Jan–Apr 2026 booked only credits/reversals (accounting adjustments, not marketing investment — excluded from spend totals here). Real spend started in May ($3,541.49) and continued in June ($3,000.00), per the June "Advertising and Promotional Expenses" export: $6,541.49 total. Cost per new patient: against the 21 new patients in the same May–June window that's ~$311/NP; spread across all 54 H1 new patients it's ~$121/NP. Either way it sits well above the ~$55/NP median of the 129-practice cohort benchmark — early spend is not yet converting efficiently, consistent with the funnel blockers above. Monthly 2025 promo spend isn't available in either source, so promo has no YoY view. Read-through for the call: the January–April new-patient growth happened on zero marketing spend — organic, referral, and reputation are carrying the practice, which strengthens the "fix the funnel before adding paid demand" case.

Blockers

① Neurality not approved — zero online booking capability

Crosswalk shows Neurality: Inactive, Scheduler: Not Live, and SGC is absent from Neurality's deployment roster entirely — the add-on ask from the 7/15 vendor call is still open. No booking link on Google, none on the website. Until this lands, stage 4 of the funnel doesn't exist and "appointments scheduled" can't be measured — and the AI answering layer that would recover the missed calls in blocker ② isn't there either.

② 28% of inbound calls are missed

PeerLogic shows a 28% missed-call rate against an <18% target, with answered calls converting at 50%. The phone is currently the practice's only way to book, so roughly one in four potential patients gets a dead end. This is the top reason the 7/20 spend scorecard ruled "stabilize before spend."

③ Website conversion path is a contact form + 2023 PDF paperwork

Website scored 55/100 with Conversion & Contact at 30 and Mobile/UX at 25. "Make Appointment" routes to a generic contact page; new-patient forms are a static PDF from August 2023; mobile zoom is disabled. Remediation is queued but blocked with The Studio. Even strong demand from the 4.9★ reputation leaks out at this step.

④ Review generation is stalled — 0 new reviews/month

62 lifetime reviews at 4.9★, but zero monthly velocity and no checkout review-request workflow. Volume caps map-pack visibility, which suppresses the top of the funnel regardless of ad spend.

Data gaps · flagged, never zero-filled

Not available for this scorecard

Form submissions, no-show / cancelled visits, lost-or-lapsed patients, and net patient gain — the Power BI blocks exist but are not yet scoped to the reporting feed. 2025 monthly promo spend — absent from both spend sources, so promo has no YoY view (see the promotional-spend section). Google Ads — no active connection for this location. GHL — Batch 1 pilot, not yet live. GA4 traffic is excluded from primary KPIs by design (2026-08-04 decision).