Marketing / Priority Roster

Marketing Focus 20 — Aug ’26 Performance

Our Marketing Focus 20 delivered $3,783,805 in August net production, essentially flat YoY (-1% on the 19 practices with PBI history), and 971 new patients (+9% NP YoY) — the first month all year the group's NP has crossed into positive YoY. Rebrands and paid-social continue to compound (Ways Station +147% prod / +60% NP; Southern Oak — Conway +42%; Westport +41%; Benner & Townsend +22%; Peach Family +21%). Group MoM is -8% off July's post-catch-up peak. Watch-outs: hygiene lead-days >21 at 5 offices (Gage 36.5d, Wyoming 40d, Ways Station 33.5d, Westport 29d, Peach 28d); R30 ≤3 at 5 offices (Clay Center, Pryor, Moskowitz, Westport, Belfast — new practice).

Net Production
$3.78M
-1% YoY · -8% MoM
New Patients
971
+9% YoY (comparable)
Avg Hyg Lead Days
15d
5 offices >21d
Avg Dr Lead Days
7d
Only Gage >30d
Reviews Last 30d
99
5 offices ≤3
Neurality Live
16/20
2 idle · 2 not installed

Practice-level performance

Power BI net production · PBI new-patient lead days · Neurality August 2026 · SerpAPI reviews (2026-09-01)
Practice ROD Net Prod
Aug ’26
MoM YoY New
Pts
NP
YoY
R30 Lead Days
Hyg / Dr
Neurality Key driver / issue
Benner & TownsendBTD-GA Parks Pace $240,886 -4% +22% 48 +26% 6 7 / 3 Live GBP + rebrand paying off — NP +26% YoY, prod +22% on 4 straight months of growth
Ways Station (ex-Highsmith)HIGHDTGADD Kim Miller $206,119 +2% +147% 125 +60% 5 33.5 / 13 Live Rebrand momentum — prod +147% YoY, 125 NPs; hyg lead 33.5d = capacity ceiling next
Southern Oak — ConwaySOAKCOSCDD Kristen Millican $198,336 -9% +42% 113 +9% 7 0 / 7 Live Prod +42% YoY on 113 NPs; hyg wide open (0d) — pipeline strong, drive conversion
Westport DentalWSTPRTKSDD Libby Knopp $235,096 -7% +41% 41 -7% 2 29 / 5 Live Prod +41% YoY holding; R30=2 + hyg 29d — reviews and hyg slots are the ceiling
Peach Family — Fort ValleyPCHFDGGADD Parks Pace $56,697 +38% +21% 20 +5% 4 28 / 3 Live Recovery month — prod +38% MoM after July trough; hyg 28d still a drag
Main Street — LexingtonPALMCDSCDD Kristen Millican $226,743 +18% +17% 53 +71% 5 7 / 5.5 Live Rebrand transition over — prod +18% MoM, NP +71% YoY; lead times healthy
Smile Center of OrlandoSCO-FL Jarod Howlett $188,130 +10% +2% 33 +32% 5 11 / 4 Live Paid-media LP compounding — prod +10% MoM, NP +32% YoY, back to positive YoY
Rock Hotel DentalRCKHTLUTDD Jeri Sorenson $311,101 +8% -16% 48 +45% 6 5 / 5 Live, idle NP +45% but Neurality still 0 activity — activation is the biggest miss
Oakwood SmilesOAKSMLGADD Parks Pace $245,449 -32% -12% 23 -48% 8 14.5 / 6 Live Big MoM giveback — NP -48% YoY, needs pipeline diagnostic
Pryor — LebanonPRYRFDTNDD Parks Pace $216,921 -27% -0% 54 +59% 3 3 / 2 Live NP +59% YoY but prod flat — conversion + case-value opportunity
Heritage Dental AssociatesHERITGUTDD Jeri Sorenson $284,263 -12% -3% 67 -3% 7 14 / 2.5 Live Held YoY on 67 NPs; MoM giveback after strong June-July
Gage Dental GroupGAGEDGKSDD Libby Knopp $549,590 -5% -0% 74 +4% 4 36.5 / 35 Live, idle Both providers >35d lead; Neurality 0 activity — capacity + activation are the levers
KCC Clay CenterCLAYFDKSDD Libby Knopp $102,528 -13% +1% 26 +18% 2 9 / 1 Live Held YoY, NP +18%; R30=2 needs a review push
Smile Gulf CoastSGC-MS Lanthea Mangum $112,233 -21% +4% 10 +43% 6 8 / 15 Not installed MoM giveback after July surge; NP still small volume — Neurality install would unblock booking
Lake MaryLKMARYFLDD Jarod Howlett $108,333 -3% +7% 14 -22% 8 n/a Not installed Still no coverage in PBI lead-day/DI feeds; site rebuild in flight; Neurality install pending
Lake Shore — Saint CloudLAKEDCFLDD Jarod Howlett $183,016 -25% -23% 36 +3% 6 3 / 4 Live Big MoM + YoY drop despite healthy NP + lead times — production diagnostic needed
Moskowitz — ConcordMTZ-NC Kristen Millican $123,043 -8% -27% 19 +6% 3 16 / 0 Live Blocked — still waiting on ROD/OM approval on GBP; prod -27% YoY
Wyoming DentalWYOMNGMIDD Leah Grevious $136,030 -16% -30% 78 +179% 5 40 / 15.5 Live NP +179% YoY but capacity crisis (hyg 40d) throttling prod — expand hygiene
Liberty Family Dental (rebrand)SPH Jarod Howlett $27,380 +91% -80% 32 -73% 6 7 / 5 Live Rebrand recovery — prod +91% MoM; still deeply below prior-year run-rate
Belfast River Dental (new)BELFSTGADD Kim Miller $31,910 +162% n/a 57 n/a 1 7 / 6 Live Second month open — 57 NPs, prod +162% MoM; Neurality now installed and booking
Marketing Focus 20 subtotal $3,783,805 -8% -1% 971 +9% 99 tot 15 / 7 16/20 live Group subtotal · YoY excludes Belfast (new practice, no PBI history)