Marketing / Priority Roster

Marketing Focus 20 — July ’26 Performance

Our Marketing Focus 20 delivered $4,329,796 in July net production (-3% YoY on the 19 practices with PBI history), and 973 new patients at -6% NP YoY. Growth is coming from rebrand + paid-social wins (Ways Station (ex-Highsmith) +89%; Benner & Townsend +85%; Smile Gulf Coast +49%); the drags are downstream capacity (hygiene lead-days >21 at 6 offices) and review velocity (R30 ≤3 at 3 offices: Smile Gulf Coast, Moskowitz — Concord, Peach Family — Fort Valley).

Net Production
$4.33M
-3% YoY · +6% MoM
New Patients
973
-6% YoY
Avg Hyg Lead Days
18d
6 offices >21d
Avg Missed Call %
24%
6/20 reporting
Reviews Last 30d
191
3 offices ≤3
Neurality Live
14/20
2 idle · 4 not installed

Practice-level performance

Power BI net production · DI lead-days · Neurality install status
Practice ROD Net Prod
Jul ’26
MoM YoY New
Pts
NP
YoY
R30 Lead Days
Hyg / Dr
Miss
%
Neurality Key driver / issue
Benner & TownsendBTD-GA Parks Pace $250,389 -16% +85% 65 +81% 21 39 / 3 n/a Live GBP live 6/25 — NP +81% YoY, prod +85%
Ways Station (ex-Highsmith)HIGHDTGADD Kim Miller $201,993 +11% +89% 135 +187% 5 15 / 6 n/a Live Rebrand accelerating — NP +187%
Smile Gulf CoastSGC-MS Lanthea Mangum $141,683 +65% +49% 8 +33% 1 28.5 / 12 n/a Not installed Prod +49% MoM; Neurality install would unblock booking
Oakwood SmilesOAKSMLGADD Parks Pace $363,639 +4% +35% 48 +7% 6 26.5 / 5 n/a Live Steady growth; hyg lead-time 26d needs schedule opens
Southern Oak — ConwaySOAKCOSCDD Kristen Millican $218,314 -7% +47% 104 -2% 18 — / 5 n/a Live NP volume held; 3 tracks blocked on OM/ROD
Lake Shore — Saint CloudLAKEDCFLDD Jarod Howlett $242,428 +16% +20% 48 -6% 10 5 / 5 n/a Live GBP live 7/10; lead times healthy
KCC Clay CenterCLAYFDKSDD Libby Knopp $117,403 +2% +19% 30 +11% 6 6 / 1 38% Live Missed calls 38% — phones the biggest lever
Pryor — LebanonPRYRFDTNDD Parks Pace $298,439 +42% -15% 65 +8% 15 9 / 2.5 n/a Live NP +8%; MoM +42% — recovery underway
Lake MaryLKMARYFLDD Jarod Howlett $111,529 +61% -9% 19 -14% 7 n/a n/a Not installed New site build in flight; not on Neurality yet
Heritage Dental AssociatesHERITGUTDD Jeri Sorenson $324,229 -2% +3% 57 -19% 9 7 / 3 6% Live NP -19% — top-of-funnel rebuild needed
Moskowitz — ConcordMTZ-NC Kristen Millican $133,124 -9% -0% 13 -7% 1 2 / 4 n/a Live Blocked — waiting on ROD/OM approval on GBP
Gage Dental GroupGAGEDGKSDD Libby Knopp $580,460 +14% -10% 84 +12% 23+ 30 / 9 37% Live, idle Missed 37% + hyg lead 30d; Neurality live but idle
Rock Hotel DentalRCKHTLUTDD Jeri Sorenson $288,226 +1% -25% 34 -8% 15 15.5 / 1 38% Live, idle Missed 38%; Neurality live but 0 activity
Westport DentalWSTPRTKSDD Libby Knopp $462,951 +8% -11% 45 +29% 11 6 / 1 4% Live NP +29% YoY; lead times + missed % all healthy
Wyoming DentalWYOMNGMIDD Leah Grevious $162,982 -3% -23% 97 +102% 14 49 / 36 23% Live NP +102% but hyg lead 49d / Dr 36d — capacity crisis
Peach Family — Fort ValleyPCHFDGGADD Parks Pace $41,076 -40% -56% 23 +10% 2 16 / 1 n/a Live Social live 7/1; NP +10% YoY, prod still lagging
Main Street — LexingtonPALMCDSCDD Kristen Millican $192,731 -8% -15% 28 -30% 15 29 / 1 n/a Live July rebrand — NP -30% (transition turbulence)
Smile Center of OrlandoSCO-FL Jarod Howlett $171,690 -1% -26% 27 -41% 12 3 / 2 n/a Live GHL LP live 7/10 — NP -41% YoY, still ramping
Liberty Family Dental (rebrand)SPH Jarod Howlett $14,309 n/a -91% 18 -92% n/a n/a n/a Not installed Rebrand launched July — prod -91% / NP -92% YoY (transition)
Belfast River Dental (new)BELFSTGADD Kim Miller $12,202 n/a n/a 25 n/a n/a n/a n/a Not installed New practice — no prior comps in PBI
Marketing Focus 20 subtotal $4,329,796 +6% -3% 973 -6% 191 tot 18 / 6 24% 14/20 live Group subtotal · YoY excludes Belfast (new practice, no PBI history)