SGA Dental Partners · Marketing Plan · v2

Marketing Plan · All 250 Locations

GP / AC / SP × Ops (RED) / Growth (GREEN) × tier · 14-day hygiene cutoff · specialty referrals on Q3 YoY · Data as of 2026-09-26 · Table: Practice Classification v2 · Tactical: GM Playbook

Executive summary

Every clinical practice carries one code — class, owner, tier. The owner half is the whole point: RED means Ops holds the practice (capacity, or no Practice Referral Director) and marketing does not push demand into it; GREEN means Growth owns it and a Growth Manager works it from a fixed play. No practice is ambiguous, and no practice is unowned.

250
clinical practices
106
Ops · RED
144
Growth · GREEN
98
GREEN · GP + AC
46
GREEN · Specialty
3
No data · Ops
ClassTotalGrowth · GREENOps · REDTier 1 / 4Tier 2 / 5Tier 3 / 6-F gaps
GP — General Practice1718685557043107
AC — Advanced Care (22 named)22121061159
SP — Specialty5746112024130

Growth owns 144 of 250 (58%). 98 are GP/AC practices worked by the regional Growth Managers; 46 are specialty offices worked by Jayme's PRD team. Ops holds 106 (42%): 92 GP/AC with hygiene booked out past 14 days (or no lead-day data to prove otherwise), 11 specialty offices without a PRD, and 3 with no data.

The ownership rule

GP and AC

  • Lead→Hygiene > 14 days → Ops · RED. Capacity is the constraint. Ops fixes scheduling density, hygiene reappointment, staffing. Marketing holds.
  • Lead→Hygiene ≤ 14 days → Growth · GREEN. Demand is the lever. Growth Manager runs the play for the tier.
  • Tier 1 NP down AND production down · Tier 2 one down · Tier 3 both up — Jan–Aug 2026 vs 2025.
  • -F = foundation gap on Sarah's diagnostic (Web < 60, GBP < 90, Neurality, PeerLogic, or Conv unmeasured). Doesn't change owner; changes play order.

Specialty

  • Practice Referral Director in place (Full / Hybrid / Part Time) → Growth · GREEN. The PRD runs the Doctor Referral Program with Jayme.
  • No PRD / TBD / not on roster → Ops · RED. Hire the PRD first; there is no referral engine to run without one.
  • Tier 4 referrals, NP, production all down · Tier 5 some down · Tier 6 all up — referrals on the Q3 2025 → Q3 2026 Referral Lab window, the same window the Q3 PRD Dashboard reports.
  • Once GREEN, Matt & Jayme's A/B/C tier sets cadence (Monthly / Quarterly / PRN). RGE = Referral Lab instance live.
Two lines that never move: marketing does not push paid or acquisition demand into a RED practice; marketing does not treat a specialty office as a new-patient problem. Everything else is a Growth Manager working a play.

Cross-cutting infrastructure all 250, regardless of color

Owned centrally by Marketing. RED practices still get listings, GBP, website and review hygiene — they just don't get demand pushed at them.

  • Yext listings — 249 under contract through 3/2029; maintained from the sga3p crosswalk effective value
  • GBP — owner description, categories, photos, Q&A, review response; Neurality chat live on 81/250
  • Websites — Wyatt's WordPress kit (249-site roster); Sanity for AID
  • PeerLogic call analytics — SGA East + West scope
  • Review generation — Yext MCP where registered, Modento elsewhere
  • Practice Knowledge Base — feeds AI-drafted content per practice

Blocked / needed

  • Canva Connect + Zernio API keys (Content Engine stubbed)
  • SES domain verification
  • Network-wide foundation audit so -F is known for all 250, not just Sarah's 129

Ops · RED Held by Ops 106 practices · GP 85 · AC 10 · SP 11

92 GP/AC practices have hygiene booked out past 14 days (or no lead-day data to prove otherwise); 11 specialty offices have no Practice Referral Director. Marketing's motion here is hold, reroute, and pre-position.

Where they are

  • GPO1 28 · GPO2 34 · GPO3 20 — the 20 GPO3s have patients and production up but hygiene booked out. Ops wins by adding capacity, not marketing by adding demand.
  • ACO1 2 · ACO2 5 · ACO3 3
  • SPO4 5 · SPO5 4 · SPO6 2 — PRD hire is the unlock; 4 of these aren't on the PRD roster at all and need Jayme to confirm.
  • 9 DI-sourced (Belfast, Liberty, Glennville, Claxton Smiles, Waynesboro, Valdosta Cranford, Anderson, Germantown, Fording Island) have YoY but no PBI lead-days — RED until capacity is confirmed.

Marketing motion (Play C1)

  1. Freeze paid escalation. No ADD / SCALE plays.
  2. Reroute paid to the nearest GREEN sister practice via Google Ads MCC.
  3. Reactivation only — existing patients don't need new capacity.
  4. Watch the hiring pipeline (Workday CXS) — a filled hygienist or doctor req is capacity 30–60 days out.
  5. Flip to GREEN when Lead→Hyg ≤ 14 for 60 consecutive days (GP/AC) or a PRD starts (SP). The play for the tier fires automatically.
Ops owns
Ops hygiene reappt SOP, 3rd-next-available, staffing, PRD hiring (with Jayme)
Marketing owns
Marketing infrastructure hygiene, reactivation, budget rerouting, pre-positioning
Success
Lead-days trending down; SP PRDs hired; practices flipping GREEN

Longest hygiene lead-times (GP/AC RED)

PracticeCodeRegionRODLead→Hyg dLead→Dr dNP Δ
WDG South JordanGPO1-FSalt LakeJeri Amato182.05.2-50
SMD North MuskegonGPO2-FGreat LakesLeah Grevious174.012.0-162
Lexington Family DentalGPO1-FDeltaLanthea Mangum100.815.5-135
Southern Oak Dental BlufftonGPO1-FLow CountryKim Miller79.86.0-168
Wake Dental CareGPO2Mid-AtlanticKristen Millican70.213.21
NHD TallgrassGPO2-FGreat PlainsLibby Knopp67.57.0-44
Rogers Family DentalGPO3-FBlue RidgeParks Pace63.012.523
WDG MurrayGPO2Salt LakeJeri Amato62.55.847
STB PortageGPO1-FGreat LakesLeah Grevious60.056.5-16
DCF Dental Center of FlorenceGPO1-FBluegrassLori Rendon59.210.5-108
SMD South HollandGPO1-FGreat LakesLeah Grevious58.217.0-160
Kingston Village DentistryGPO3Mid-AtlanticKristen Millican55.06.0155

Specialty without a PRD

PracticeCodeRODPRDTierRef Q3 YoY ΔNP Δ
Coastal Jaw Surgery - Palm HarborSPO4Danette WilliamsNo PRDA-59-224
Coastal Jaw Surgery - TampaSPO6Danette WilliamsNo PRDA260
Columbus Perio - ColumbusSPO5John MezickNo PRDC-21-18
Jacksonville Dental SpecialistsSPO4Danette WilliamsTBDB-156-2
Jacksonville Dental Specialists ExtensionSPO4Danette WilliamsTBDB-156-2
LSP Little SmilesSPO5Kassie DeCorte———25
Lane Perio - MadisonSPO5John MezickNo PRDC-431
Mossy Oak AlbanySPO6Catrina Boone———15
Old Town EndodonticsSPO4John Mezick———-11
Pensacola Periodontics and Implant DentistrySPO5Danette WilliamsTBDC-67-49
Pinellas Periodontics & Implant DentistrySPO4Danette Williams———-44
All GP/AC RED — 95 practices, click to expand
PracticeCodeRegionRODNP ΔProd ΔLead→Hyg d
Benner Townsend DentistryGPO3Blue RidgeParks Pace185147,04424.5
BrentwoodGPO1-FBlue RidgeParks Pace-3-28,91147.8
Chattahoochee - ColumbusGPO2Blue RidgeParks Pace63-59,69135.5
Dental Ctr. N. Augusta - DuboseGPO2-FBlue RidgeParks Pace-6840,04118.2
Elite - GallatinGPO3Blue RidgeParks Pace291254,39915.2
Johnson - AlpharettaGPO3Blue RidgeParks Pace437,64921.2
Milledgeville#1GPO1-FBlue RidgeParks Pace-157-17,80917.5
NAD Nashville AestheticACO2-FBlue RidgeParks Pace-132641,40620.0
Roberts ColumbusGPO2-FBlue RidgeParks Pace-478,29417.0
Rogers Family DentalGPO3-FBlue RidgeParks Pace23156,86663.0
Toccoa Family Dentistry - ToccoaGPO3Blue RidgeParks Pace14463,95228.2
Waynesboro Family DentistryGPO3Blue RidgeParks Pace110206,819—
ADL Allure DentalACO3BluegrassLori Rendon2373,55814.8
BFD BeaumontGPO1-FBluegrassLori Rendon-99-600,05624.0
DCF Dental Center of FlorenceGPO1-FBluegrassLori Rendon-108-809,02659.2
MFD MoberlyGPO1BluegrassLori Rendon-1,439-178,74952.5
HDT Harris DentalACO1-FCactusTim Gurske-32-69,25814.5
NND VanhornGPO1-FCactusTim Gurske-174-194,34854.5
PFD SedonaACO3CactusTim Gurske2135,40935.5
SWD Apache JunctionGPO3-FCactusTim Gurske1151,47523.0
Jonesville - NewberryGPO1-FCitrusJarod Howlett-207-119,99223.5
Lake Mary - Lake MaryGPO2-FCitrusJarod Howlett-386,037—
Liberty Family DentalGPO1CitrusJarod Howlett-545-330,730—
SGC DouglasGPO1-FCitrusJarod Howlett-19-229,36822.2
Sharp Smiles - St. MarysGPO3CitrusJarod Howlett205425,71946.0
Valdosta CranfordGPO2-FCitrusJarod Howlett-7273,400—
Valdosta OakGPO2-FCitrusJarod Howlett-191105,11044.2
Beachview Family DentalGPO1-FDeltaLanthea Mangum-197-459,63515.0
EllisvilleGPO1-FDeltaLanthea Mangum-348-359,56426.0
Germantown OfficeGPO3DeltaLanthea Mangum2165,809—
Lexington Family DentalGPO1-FDeltaLanthea Mangum-135-222,622100.8
SGulfCoastGPO3-FDeltaLanthea Mangum1744,44525.5
Slover Dental MageeGPO2-FDeltaLanthea Mangum-4583,08624.0
Vicksburg 61 NGPO3DeltaLanthea Mangum514,86315.5
PCC Los AltosACO2Golden StateNessreen Hagopian-989306,61819.8
PCC Mid PeninsulaGPO1Golden StateNessreen Hagopian-364-493,893—
PCC Mountain ViewACO1Golden StateNessreen Hagopian-913-259,09929.0
REC Pacific HeightsGPO3-FGolden StateNessreen Hagopian100115,59325.5
SMD CascadeGPO1-FGreat LakesLeah Grevious-334-109,16236.5
SMD DaydreamsGPO2Great LakesLeah Grevious31-427,604—
SMD Grand HavenGPO2-FGreat LakesLeah Grevious-32751,21643.5
SMD IthacaGPO2-FGreat LakesLeah Grevious-2154,51244.5
SMD North MuskegonGPO2-FGreat LakesLeah Grevious-162337,959174.0
SMD South HollandGPO1-FGreat LakesLeah Grevious-160-63,16458.2
STB Community ShoresGPO2-FGreat LakesLeah Grevious-36913,41635.8
STB Kzoo Family DentalGPO2-FGreat LakesLeah Grevious-114274,71546.0
STB PortageGPO1-FGreat LakesLeah Grevious-16-9,50460.0
WYD Wyoming DentalGPO2Great LakesLeah Grevious42-530,42149.5
ACD ShungaGPO2Great PlainsLibby Knopp60-30,68316.2
ACD WestportGPO1Great PlainsLibby Knopp-3-271,61730.0
ACR RobbinsGPO1-FGreat PlainsLibby Knopp-45-227,59221.2
ACR The Dental StudioGPO1-FGreat PlainsLibby Knopp-2-46,17421.0
DDM BloomingtonACO3Great PlainsLibby Knopp8652,227,307—
GDC Rochester DentalGPO2-FGreat PlainsLibby Knopp-11192,36015.5
GDG Gage CenterGPO2-FGreat PlainsKassie DeCorte37-340,17933.2
NHD Prairie RockGPO2Great PlainsLibby Knopp-7516,87933.5
NHD RidgeviewGPO2Great PlainsLibby Knopp-4741,22828.2
NHD TallgrassGPO2-FGreat PlainsLibby Knopp-4472,95367.5
NHD WellsvilleGPO1-FGreat PlainsLibby Knopp-12-9,82217.2
TDT Topeka DentistryGPO2Great PlainsLibby Knopp-2,211192,64724.5
Bell Dental - Lake JacksonGPO2-FGulf CoastKassie DeCorte-5248,35116.8
DAS AustinGPO-NDGulf CoastKassie DeCorte———
Davenport Family DentistryGPO1-FGulf CoastKassie DeCorte-66-111,59653.0
Mandeville Dental CareGPO3Gulf CoastKassie DeCorte9178,55018.0
Belfast River DentalGPO2Low CountryKim Miller-46365,015—
Chatham Dental CareGPO3Low CountryKim Miller1117,53225.2
Clance Family DentistryGPO3-FLow CountryKim Miller1222,58514.5
Claxton SmilesGPO3Low CountryKim Miller251342,700—
Fording Island - OkatieGPO3Low CountryKim Miller882——
Glennville Family DentistryGPO2Low CountryKim Miller-20129,252—
Southern Oak Dental BlufftonGPO1-FLow CountryKim Miller-168-114,57279.8
Ways StationGPO2-FLow CountryKim Miller-26247,44330.2
Anderson Family - AndersonGPO1Mid-AtlanticClosed-25-183,944—
Bright Smiles - ChesterfieldGPO1-FMid-AtlanticKristen Millican-20-222,89330.5
Brushy Creek Dental Partners - GreerGPO2Mid-AtlanticKristen Millican7-154,63822.5
Dental Health Group - AccidentGPO2-FMid-AtlanticKristen Millican-1027,20216.0
Dental Health Group - OaklandGPO2-FMid-AtlanticKristen Millican-606,14630.8
Family Dental Care of ShelbyGPO3Mid-AtlanticKristen Millican93284,79225.0
Kingston Village DentistryGPO3Mid-AtlanticKristen Millican155307,64655.0
Main St Family Dental - LexingtonGPO1-FMid-AtlanticKristen Millican-8-252,36516.2
Restorative Arts Dental - SumterGPO1-FMid-AtlanticKristen Millican-12-69,91918.2
Southern Oak Dental - SimpsonvilleGPO2Mid-AtlanticKristen Millican129-42328.0
WFD ElizabethtownGPO3Mid-AtlanticKristen Millican58117,49241.0
WFD Masonic VillageGPO1-FMid-AtlanticKristen Millican-11-89,58546.5
Wake Dental CareGPO2Mid-AtlanticKristen Millican1-47,43470.2
Cordele Dental AssociatesGPO2-FPeachCatrina Boone32-68,51233.2
Dental Partners of North GeorgiaGPO-NDPeachCatrina Boone———
Hwy19GPO-NDPeachCatrina Boone———
Vienna (Union)GPO2-FPeachCatrina Boone8-184,34421.5
MCD Crowton DentalGPO2Salt LakeJeri Amato-85133,51018.0
PEX OrthodonticsACO2-FSalt LakeJeri Amato11-2,357—
WDG MurrayGPO2Salt LakeJeri Amato47-146,06762.5
WDG South JordanGPO1-FSalt LakeJeri Amato-50-68,332182.0
Ressler - Del Ray BeachACO2Specialty Practice 3Danette Williams—-275,343—
Riverside - JacksonvilleACO2-FSpecialty Practice 3Danette Williams-257158,76127.2

Growth · GREEN GP + AC 98 practices · GP 86 · AC 12

Hygiene bookable inside two weeks. Demand is the lever. The tier sets the play; the -F flag sets the order.

Tier 1 · turnaround 31 · 25 with -F

NP and production both down with open capacity. Almost all carry foundation gaps — the funnel is the problem. Play A1 (Foundation Sprint) then B1. The 6 without -F go straight to reactivation + B1.

Tier 2 · mixed 42 · 30 with -F

One of NP / production down. Diagnose which: NP down + production up = mix is carrying it, protect it and fix acquisition; NP up + production down = revenue-per-visit problem, that's an Ops/clinical conversation, marketing holds. A1 if -F, else B1/B2 by spend.

Tier 3 · scale 25 · 9 with -F

Both up, capacity open, foundation mostly clean. B1 / B2 / B3 by current paid spend. This is the cheapest NP growth in the network.

AC modifier

All 12 AC-GREEN practices run the same B/A plays plus an Advanced Care service-line funnel (implants, full-arch, cosmetic) on top — higher CPL tolerance, longer consult cycle, LP + Google Ads campaign set separate from the GP new-patient offer.

The plays (detail in the GM Playbook)

  1. A1 Foundation Sprint — GBP → Web → PeerLogic → organic → reactivation → Neurality, weeks 1–4; re-score week 5; then the B play.
  2. B1 ADD PAID $1K — paid < $500/mo: GHL LP + Google Ads, 14/30/60-day CPL gates.
  3. B2 SCALE +$1K — paid $500–$2,500, CPL < $45.
  4. B3 CADENCE LOCK — paid > $2,500: social, email, reviews, backlinks, monthly CPL review.
Success
T1/T2: NP Δ positive within 90 days of foundation close. T3: +15–20 NPs/mo at CPL ≤ $45.
Owner
Growth Manager end to end; Wyatt (web), Korinne (GBP), PL team on call

Tier 1 · steepest declines

PracticeCodeRegionRODNP ΔProd ΔLead→Hyg d
TSP Smile PatrolGPG1Gulf CoastKassie DeCorte-850-264,7476.5
Miss Lou StineGPG1-FGulf CoastKassie DeCorte-192-264,5553.0
Towne Lake Dental GroupGPG1-FLow CountryKim Miller-152-196,1657.2
REC Bella VitaGPG1-FGolden StateNessreen Hagopian-149-136,22712.2
Heritage Family DentalGPG1-FDeltaLanthea Mangum-130-154,9206.5
FitzgeraldGPG1-FPeachCatrina Boone-119-386,5837.0
Reidsville Family DentistryGPG1-FLow CountryKim Miller-115-113,4586.0
HDA HeritageGPG1Salt LakeJeri Amato-114-10,74010.5
Rome Dental PartnersGPG1-FBlue RidgeParks Pace-107-341,5527.8
REC Olympic DentalGPG1Golden StateNessreen Hagopian-89-206,2568.0
AmericusGPG1-FPeachCatrina Boone-85-494,7848.0
Hammond Dental CareGPG1-FGulf CoastKassie DeCorte-81-42,4757.0

Tier 3 · biggest growers

PracticeCodeRegionRODNP ΔProd ΔLead→Hyg d
Pearl RiverGPG3-FDeltaLanthea Mangum29099,7254.0
Leaf River DentalGPG3DeltaLanthea Mangum247244,4256.8
BattenGPG3CitrusJarod Howlett21846,9549.0
Coosa Dental AssociatesGPG3Blue RidgeParks Pace168341,16912.5
GDC Stone BarnGPG3Great PlainsLibby Knopp16532,7616.8
Southern Oak Dental GreenvilleGPG3Mid-AtlanticKristen Millican135308,5209.0
PFD CottonwoodACG3CactusTim Gurske105130,8508.2
WrensGPG3Blue RidgeParks Pace101194,6946.5
Advanced Dental Center - SummervilleGPG3Mid-AtlanticKristen Millican9478,5623.5
North Bay DentalGPG3DeltaLanthea Mangum9245,7045.0
ESD East Sac DentalGPG3Golden StateNessreen Hagopian91197,26510.0
Innovative DentalACG3-FSpecialty Practice 3Danette Williams80484,2003.0
All Tier 1 GREEN — 31 practices, click to expand
PracticeCodeRegionRODNP ΔProd ΔLead→Hyg d
Peach Family - Fort ValleyGPG1-FBlue RidgeParks Pace-6-24,63814.0
Rome Dental PartnersGPG1-FBlue RidgeParks Pace-107-341,5527.8
JML LapierreGPG1-FBluegrassLori Rendon-15-59,6088.5
AID Artistry In DentistryACG1-FCactusTim Gurske-52-127,3173.0
WAG Wagner DentalACG1-FCactusTim Gurske-59-171,8687.0
Lake Shore - Saint CloudGPG1-FCitrusJarod Howlett-17-22,1845.0
Smile Center OrlandoGPG1-FCitrusJarod Howlett-61-103,8048.5
Dental Group of ByramGPG1-FDeltaLanthea Mangum-57-17,5236.2
Heritage Family DentalGPG1-FDeltaLanthea Mangum-130-154,9206.5
Midtown Dental StudiioGPG1-FDeltaLanthea Mangum-62-87,7677.0
Vicksburg Family DentalGPG1-FDeltaLanthea Mangum-53-130,5015.8
Wirtz - JacksonGPG1-FDeltaLanthea Mangum-41-97,1514.0
REC Bella VitaGPG1-FGolden StateNessreen Hagopian-149-136,22712.2
REC Olympic DentalGPG1Golden StateNessreen Hagopian-89-206,2568.0
Total Care DentalGPG1-FGreat LakesLeah Grevious-26-2,2957.5
Hammond Dental CareGPG1-FGulf CoastKassie DeCorte-81-42,4757.0
McVea DentalGPG1-FGulf CoastKassie DeCorte-50-223,0656.8
Miss Lou StineGPG1-FGulf CoastKassie DeCorte-192-264,5553.0
Stuckey General DentistryGPG1-FGulf CoastKassie DeCorte-66-26,7236.0
TSP Smile PatrolGPG1Gulf CoastKassie DeCorte-850-264,7476.5
Reidsville Family DentistryGPG1-FLow CountryKim Miller-115-113,4586.0
Towne Lake Dental GroupGPG1-FLow CountryKim Miller-152-196,1657.2
AmericusGPG1-FPeachCatrina Boone-85-494,7848.0
FitzgeraldGPG1-FPeachCatrina Boone-119-386,5837.0
OaklandGPG1-FPeachCatrina Boone-49-189,7266.0
Stonewall (Dawson)GPG1-FPeachCatrina Boone-33-69,19711.0
CDT Comfort DentalGPG1Salt LakeJeri Amato-28-203,4434.5
HDA HeritageGPG1Salt LakeJeri Amato-114-10,74010.5
PEX DaybreakACG1Salt LakeJeri Amato-7-7,8598.5
PEX Eagle MountainACG1Salt LakeJeri Amato-48-53,59613.0
RHD Rock Hotel DentalGPG1-FSalt LakeJeri Amato-32-168,0428.2
All Tier 2 GREEN — 42 practices, click to expand
PracticeCodeRegionRODNP ΔProd ΔLead→Hyg d
Chattahoochee - West PointGPG2-FBlue RidgeParks Pace36-11,7337.0
Fuller - BarnesvilleGPG2-FBlue RidgeParks Pace12-88,3577.5
Holcomb Family DentistryGPG2-FBlue RidgeParks Pace-241178,1925.0
OakwoodGPG2-FBlue RidgeParks Pace-5038,4809.5
Pryor - LebanonGPG2-FBlue RidgeParks Pace14-318,3349.5
ThomastonGPG2-FBlue RidgeParks Pace88-10,0346.8
Waverly Smiles, PLLC - WaverlyGPG2-FBlue RidgeParks Pace15-55,2938.8
BFD HamburgGPG2BluegrassLori Rendon53-214,5309.8
BFD LeestownGPG2BluegrassLori Rendon24-131,85912.5
MJC CavendishGPG2CactusTim Gurske-548,6066.0
PFD FlagstaffACG2CactusTim Gurske130-294,0716.0
JesupGPG2-FCitrusJarod Howlett23-56,3039.5
SGC HazelhurstGPG2-FCitrusJarod Howlett-6427,8987.5
Delta Family DentalGPG2-FDeltaLanthea Mangum99-79,9936.8
Dental Group of GreenvilleGPG2-FDeltaLanthea Mangum85-98,6357.0
Gautier Family DentalGPG2-FDeltaLanthea Mangum-10128,2285.5
CCD Century CityACG2Golden StateNessreen Hagopian60-419,4763.2
REC Rockaway BeachGPG2Golden StateNessreen Hagopian-46220,41514.0
DDM Apple ValleyACG2Great PlainsLibby Knopp41-20,3170.0
GDC Gentling DentalGPG2-FGreat PlainsLibby Knopp-52400,3931.0
KCC Clay CenterGPG2-FGreat PlainsLibby Knopp-2751,16611.0
NHD New HorizonsACG2-FGreat PlainsLibby Knopp-1010,2635.0
NHD RossvilleGPG2-FGreat PlainsKassie DeCorte-46116,5955.5
NHD Sand CreekGPG2Great PlainsLibby Knopp42-22,8787.8
Miss Lou FerridayGPG2Gulf CoastKassie DeCorte-5947,2174.8
Claxton Family DentistryGPG2-FLow CountryKim Miller4-292,7425.2
Effingham SmilesGPG2-FLow CountryKim Miller-188179,2497.8
Effingham TOOGPG2Low Country-188179,2497.8
Premier Dental - StatesboroGPG2-FLow CountryKim Miller-104123,3446.0
Richmond Hill - Ford AveGPG2-FLow CountryKim Miller-25317,3596.0
Statesboro Family DentalGPG2-FLow CountryKim Miller-42327,9473.2
Bright Dental - MatthewsGPG2Mid-AtlanticKristen Millican3-157,7164.0
Monroe - PinehurstGPG2-FMid-AtlanticKristen Millican-53208,13011.5
Moskowitz - ConcordGPG2-FMid-AtlanticKristen Millican23-70,94212.5
Schramm - CharlotteGPG2-FMid-AtlanticKristen Millican-1638,6588.5
CarltonGPG2-FPeachCatrina Boone-16156,9267.0
Dawson RdGPG2-FPeachCatrina Boone-17161,4627.0
SylvesterGPG2-FPeachCatrina Boone-2727,7108.8
TiftonGPG2-FPeachCatrina Boone-15141,0408.0
WillinghamGPG2-FPeachCatrina Boone-799,7427.0
PEX Saratoga SpringsACG2Salt LakeJeri Amato-51136,2777.0
Troy Family DentalACG2-FSpecialty Practice 3Danette Williams-16267,1621.0
All Tier 3 GREEN — 25 practices, click to expand
PracticeCodeRegionRODNP ΔProd ΔLead→Hyg d
ColumbusGPG3Blue RidgeParks Pace18219,19811.5
Coosa Dental AssociatesGPG3Blue RidgeParks Pace168341,16912.5
WrensGPG3Blue RidgeParks Pace101194,6946.5
HDO Hoffman DentalGPG3BluegrassLori Rendon286,57513.0
BDC BiltmoreGPG3CactusTim Gurske72137,2295.2
PFD CottonwoodACG3CactusTim Gurske105130,8508.2
BattenGPG3CitrusJarod Howlett21846,9549.0
Advanced DentalGPG3-FDeltaLanthea Mangum3449,4435.0
Dental Group of MageeGPG3DeltaLanthea Mangum74118,3797.2
Dental Solutions of ClintonGPG3-FDeltaLanthea Mangum338,4055.8
Eastover Family DentalGPG3-FDeltaLanthea Mangum7875,2085.0
Leaf River DentalGPG3DeltaLanthea Mangum247244,4256.8
North Bay DentalGPG3DeltaLanthea Mangum9245,7045.0
Pearl RiverGPG3-FDeltaLanthea Mangum29099,7254.0
ESD East Sac DentalGPG3Golden StateNessreen Hagopian91197,26510.0
HAH Hale and HaleGPG3-FGolden StateNessreen Hagopian16198,74210.8
GDC Stone BarnGPG3Great PlainsLibby Knopp16532,7616.8
Miss Lou CreeksideGPG3-FGulf CoastKassie DeCorte51183,4412.5
Lady's Island - BeaufortGPG3Low CountryKim Miller6373,6067.0
Advanced Dental Center - SummervilleGPG3Mid-AtlanticKristen Millican9478,5623.5
Southern Oak Dental ConwayGPG3-FMid-AtlanticKristen Millican355,6257.0
Southern Oak Dental GreenvilleGPG3Mid-AtlanticKristen Millican135308,5209.0
CamillaGPG3PeachCatrina Boone42132,72312.2
Nashville - CoxGPG3-FPeachCatrina Boone567,4934.5
Innovative DentalACG3-FSpecialty Practice 3Danette Williams80484,2003.0

Growth · GREEN Specialty 46 offices · SPG4 15 · SPG5 20 · SPG6 11

A Practice Referral Director is in place. The lever is GP referrals, not consumer new patients. Jayme's team owns the motion; the regional Growth Managers support with foundation and content. Referral direction is Q3 2025 → Q3 2026 — network-wide the 16 SGA East perio practices were flat on volume (+0.3%), up 16% on $ presented, and cut time-to-consult from 20.8 to 11.6 days; new sources per practice halved (19.6 → 9.9), which is the leading indicator to watch.

Read the tier

  • SPG4 (15) — referrals, NP and production all down with a PRD in seat. The engine isn't producing: audit the PRD's outreach list, cadence and Referral Lab pipeline before anything else.
  • SPG5 (20) — mixed. Usually referrals up but production lagging (acceptance / scheduling) or the reverse (mix carrying a thinning referral base).
  • SPG6 (11) — all up. Protect and expand catchment.
  • Matt & Jayme's A/B/C tier sets meeting cadence; the code above sets what the meeting is about.

Play L1 · RGE Cycle

  1. Referral Lab pipeline audit — sources, dormant referrers (30/60/90), time-to-consult
  2. Cycle outreach: top-20 GP referrers in catchment, case-study one-pagers, AI-drafted, specialist-reviewed
  3. Advanced Care ROI positioning to internal SGA GPs
  4. Measure net-new referral cases at 60 days; iterate; expand catchment on SPG6
  5. Dormant-referrer reactivation on a standing cadence
Success
Net-new referral cases per office — not new patients
Owner
PRD + Jayme engine; Ops acceptance workflow + provider capacity

SPG4 · engine in seat, all three down

PracticeCodeRODPRDTierRef Q3 YoY ΔNP ΔProd Δ
Same Day TeethSPG4Danette WilliamsFull TimeA-294-428-397,478
Perio - MemphisSPG4John MezickPart TimeA-144-173-322,051
SPS DublinSPG4Heidy RiallFull TimeC-128-84-246,157
MTP Michael Toms PerioSPG4Heidy RiallHybridB-81-19-372,516
LowCountry BeaufortSPG4John MezickHybridC-52-55-119,609
NTP RockwallSPG4Heidy RiallHybridB-43-3-144,223
North River Perio - HixonSPG4John MezickPart TimeB-42-546-944,719
SPS East ColumbusSPG4Heidy RiallHybridA-33-103-321,339
ILP El PasoSPG4Heidy RiallHybridB-33-97-614,882
ILP Las CrucesSPG4Heidy RiallHybridB-33-4-83,732
Pine Belt - HattiesburgSPG4John MezickHybridC-31-10-145,472
Golden Triangle StarkvilleSPG4John MezickFull TimeB-30-9-29,949
CLP South OgdenSPG4Heidy RiallFull TimeC-29-74-205,417
SPS New AlbanySPG4Heidy RiallFull TimeC-5-18-34,020
Wallace - SumterSPG4John MezickHybridB-3-15-160,936
All GREEN specialty — 46 practices, click to expand
PracticeCodeRODPRDTierRef Q3 YoY ΔNP ΔProd Δ
CLP KaysvilleSPG5Heidy RiallFull TimeC-13235257,287
CLP South OgdenSPG4Heidy RiallFull TimeC-29-74-205,417
ILP El PasoSPG4Heidy RiallHybridB-33-97-614,882
ILP Las CrucesSPG4Heidy RiallHybridB-33-4-83,732
MCP CarmelSPG5Heidy RiallHybridA8-1563,378
MCP SalinasSPG5Heidy RiallHybridA-19-68121,189
MTP Michael Toms PerioSPG4Heidy RiallHybridB-81-19-372,516
NPI Nova InstituteSPG6Heidy RiallHybridC736235,251
NTP ParisSPG5Heidy RiallHybridB-13-2928,893
NTP RockwallSPG4Heidy RiallHybridB-43-3-144,223
SPS DublinSPG4Heidy RiallFull TimeC-128-84-246,157
SPS East ColumbusSPG4Heidy RiallHybridA-33-103-321,339
SPS New AlbanySPG4Heidy RiallFull TimeC-5-18-34,020
SPS Upper ArlingtonSPG5Heidy RiallFull TimeC37-102-103,631
TPD Diablo PerioSPG5Heidy RiallHybridA-321113,651
TPD Tsai PerioSPG5Heidy RiallHybridA-102960,620
Woodyard PeriodonticsSPG6Heidy RiallHybridC2112473,686
Aiken Oral SurgerySPG6John MezickFull TimeA94209174,164
Alpharetta Periodontics & Dental ImplantSPG6John MezickHybridA1149394,449
Augusta Oral SurgerySPG6John MezickFull TimeA13897254,281
Central FL Perio - Winter ParkSPG5John MezickHybridC-69-18245,966
Field Amelia Island PeriodonticsSPG5John MezickFull TimeA-343149,858
Field Jacksonville Perio & ImplantsSPG5John MezickFull TimeA-20-48,663
Golden Triangle ColumbusSPG5John MezickFull TimeB-33-1360,372
Golden Triangle StarkvilleSPG4John MezickFull TimeB-30-9-29,949
Lane Perio - FlorenceSPG5John MezickHybridC-14-755,017
LowCountry BeaufortSPG4John MezickHybridC-52-55-119,609
LowCountry HardeevilleSPG5John MezickHybridC66-16611,320
LowCountry Hilton HeadSPG6John MezickHybridC2588501,837
MS Perio - FlowoodSPG5John MezickPart TimeC158-174269,288
North River Perio - ClevelandSPG5John MezickPart TimeB7-1,110-3,962,574
North River Perio - HixonSPG4John MezickPart TimeB-42-546-944,719
Outerbanks Perio - Elizabeth CitySPG5John MezickHybridB-658-314,094
Outerbanks Perio - NagsheadSPG5John MezickHybridB-1146700,384
Parkway PeriodonticsSPG5John MezickHybridA55-44105,651
Perio - MemphisSPG4John MezickPart TimeA-144-173-322,051
Perio of Memphis - ColliervilleSPG6John MezickPart TimeA81——
Pine Belt - HattiesburgSPG4John MezickHybridC-31-10-145,472
SPS NewarkSPG6Heidy RiallHybridB219277,709
Sandhill - Southern PinesSPG5John MezickHybridA17-13-127,652
Van Scoyoc - Southern PinesSPG5John MezickHybridA33-29-38,817
Van Scoyoc Periodontics & Implants - SanfordSPG6John MezickHybridA36——
Wallace - SumterSPG4John MezickHybridB-3-15-160,936
Coastal Jaw Surgery - Spring HillSPG6Danette WilliamsFull TimeA107212721,278
Coastal Jaw Surgery - TrinitySPG6Danette WilliamsFull TimeA317364873,000
Same Day TeethSPG4Danette WilliamsFull TimeA-294-428-397,478

Ops · RED No data 3

Hwy19, Dental Partners of North Georgia, DAS Austin. No YoY in PBI or Dental Intel. They live with Ops and never touch marketing until a reporting record exists.

90-day sequence

Weeks 1–4

  • GREEN -F (T1/T2): Foundation Sprint
  • GREEN T3: MCC CPL audit → B1/B2/B3 assigned
  • GREEN SP: Referral Lab pipeline audit per office; SPG4 first
  • RED: paid freeze + reroute; Workday hiring watch; SP PRD hiring plan with Jayme
  • Network: foundation audit for the 121 undiagnosed

Weeks 5–8

  • GREEN -F: re-score; clean ones enter B1
  • GREEN T3: paid live; 14/30-day CPL gates
  • GREEN SP: outreach cycle 1 live
  • RED: reactivation campaigns; first 60-day capacity flips

Weeks 9–12

  • Measure NP Δ on every GREEN T1/T2; CPL on every B play; referrals on every SPG
  • Flip RED→GREEN where lead-days held ≤ 14 for 60 days
  • Re-classify all 250 from fresh PBI/DI/Referral Lab pulls

Standing, every 30 days

  • Re-run classification → rebuild this page and the v2 table (tools/practice-classification/build.py)
  • Crosswalk delta → Yext
  • MCC CPL review
  • GM Office Hours rotation

Growth Manager matrix

Each Growth Manager's queue split by owner and class. GREEN is what they work; RED is what they watch. GP from the 2026-07-20 assignment proposal; Specialty → Jayme Monroe; Advanced Care → Stephen Campbell.

Growth ManagerTotalGrowthOpsGP·GGP·OAC·GAC·OSP·GSP·O-F
Jenn Freemyer8046344634————53
Kelly Caldwell7836423642————47
Jayme Monroe574611————4611—
Stephen Campbell221210——1210——9
Unassigned134949————7

ROD matrix

Each Regional Operations Director's practices by owner and class — the Ops side of the conversation.

RODTotalGrowthOpsGP·GGP·OAC·GAC·OSP·GSP·O-F
John Mezick28253————253—
Parks Pace2412121211—1——15
Lanthea Mangum22157157————17
Kristen Millican19712712————10
Heidy Riall18180————18——
Libby Knopp1761141021——8
Kim Miller168888————10
Catrina Boone16115114———112
Kassie DeCorte148685———19
Danette Williams1358——22363
Jarod Howlett125757————9
Leah Grevious11110110————9
Jeri Amato10643331——3
Nessreen Hagopian10645212——3
Tim Gurske10642242——5
Lori Rendon84443—1——3

Regional matrix

RegionTotalGrowthOpsGP·GGP·OAC·GAC·OSP·GSP·O-F
Specialty Practice 229263————263—
Blue Ridge2412121211—1——15
Delta22157157————17
Mid-Atlantic20713713————10
Great Plains1971251121——10
Low Country179898————10
Specialty Practice 117170————17——
Peach16115114———112
Specialty Practice 31358——22363
Citrus125757————9
Gulf Coast127574———17
Great Lakes11110110————9
Salt Lake10643331——3
Cactus10642242——5
Golden State10645212——3
Bluegrass84443—1——3

What would sharpen this plan

  1. Foundation audit for all 250 — -F is only known for Sarah's 129. ~1 day of Screaming Frog + PSI + GBP runtime.
  2. Lead-days for the 9 DI-only practices — they're RED by default, not by evidence. Belfast (Richmond Hill in DI) and Liberty especially.
  3. Google Ads MCC per-account CPL — turns B1/B2/B3 assignment from a spend guess into a number.
  4. PRD roster gaps — 4 SP offices not on the roster; ILP El Paso + Las Cruces share a row; Jacksonville Dental Specialists' Referral Lab instance stopped logging in Q3.
  5. Workday hiring pipeline — RED→GREEN lookahead.
SGA Dental Partners · Marketing Plan v2 · 2026-09-26 · Classification table · GM Playbook · Sarah's original: NP-99 Operating Plan