NP-99 Operating Plan

Diagnostic cut n=164 · Jan–Aug '26 vs SPLY · Excel master: CLAUDE CONTEXT\Board\sept 2026\NP-99 Operating Plan.xlsx · Lead→Hyg d / Lead→Dr d = median of monthly medians Jan–Aug '26 (PBI ROD via SGA Data MCP)
Purpose — Wednesday alignment with operators: align on the levers per practice and red-flag what belongs to ops rather than marketing. Every practice is now bucketed by root cause so Growth Managers know which bucket is theirs to move: Capacity ops owns · Lever service-mix (Platinum specialty) · Attention foundation gaps (marketing owns) · Baseline paid/organic/cadence (marketing owns). Bucket rules are metric-based: Lead→Hyg ≥30 or Lead→Dr ≥21 → Capacity; Platinum tier → Lever; foundation gap or unmeasured Conv → Attention; else Baseline.
Discussion: should focus be ranked by an opportunity metric rather than new-patient decline — are we better off juicing practices in the green than only fixing practices in the red?
20
P1 · top-20 core
40
P2
39
P3
54%
of decline in top 20
46
both flows down
33
website fixes
66
GBP optimizations
26
Neurality deploys
66
PL analytics
18
call-conv reviews
33
organic checks
64
paid reviews
click a header to sort
PracticeRegionPriNP 25NP 26NP ΔNP %Rec ΔLost ΔNet 26Hyg %WebGBPOrg Δ%Paid $/moTierConv %Lead→Hyg dLead→Dr dNeurWeb fixGBP optNeuralityPL analyticsCall convOrganicReactivationRecarePaid reviewBucketHandoffTop 3 fixes
STB Community ShoresGreat LakesP11,141772-369-32.3-198911486.059.192.85.5414Bronze44.735.82.5YES✓✓✓✓CapacityOpsWebsite · Call conv · Reactivation
EllisvilleDeltaP1898549-349-38.9-36732-73594.764.972.4-54.7———2611YES✓✓✓✓✓AttentionMarketingGBP · PL analytics · Organic
SMD CascadeGreat LakesP11,5161,188-328-21.6-111-27556683.160.882.154.25,437Gold—36.520.5NO✓✓✓✓CapacityOpsGBP · Neurality · PL analytics
SMD Grand HavenGreat LakesP11,245917-328-26.3-117-16614788.960.887.854.25,478Gold—43.57.5NO✓✓✓✓CapacityOpsGBP · Neurality · PL analytics
Riverside - JacksonvilleSpecialty Practice 3P1914657-257-28.1-3379-14690.063.883.5124.244,163Platinum—27.24YES✓✓✓LeverOps+MktgGBP · PL analytics · Reactivation
Holcomb Family DentistryBlue RidgeP11,3541,114-240-17.755115-3687.658.771.655.3———54.5YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Jonesville - NewberryCitrusP11,154947-207-17.9-27-3330292.771.551.761.0———23.513NO✓✓✓✓✓AttentionMarketingGBP · Neurality · PL analytics
Beachview Family DentalDeltaP1408211-197-48.3-25-55-20382.458.169.9-36.8231Bronze—1521YES✓✓✓✓✓✓CapacityOpsWebsite · GBP · PL analytics
Miss Lou StineGulf CoastP11,009817-192-19.012-96-10691.371.987.1-27.7905Bronze—34.8YES✓✓✓✓AttentionMarketingGBP · PL analytics · Organic
Valdosta OakCitrusP12,3342,143-191-8.2203-231-38997.266.459.7-30.167Bronze—44.28.2NO✓✓✓✓✓CapacityOpsGBP · Neurality · PL analytics
Effingham SmilesLow CountryP11,022833-189-18.5-1-3413586.666.092.6-6.63,154Silver—7.84.5YES✓✓AttentionMarketingPL analytics · Reactivation
NND VanhornCactusP1420246-174-41.4-295-10085.767.697.2-50.4404Bronze22.154.545YES✓✓✓✓CapacityOpsCall conv · Organic · Reactivation
Southern Oak Dental BlufftonLow CountryP1528360-168-31.82079-36292.351.966.7—76Bronze—79.86YES✓✓✓✓CapacityOpsWebsite · GBP · PL analytics
Troy Family DentalSpecialty Practice 3P1777615-162-20.8-15140-25587.784.373.22.3———14.8NO✓✓✓✓✓AttentionMarketingGBP · Neurality · PL analytics
SMD North MuskegonGreat LakesP11,052891-161-15.3-47-26719891.860.187.854.25,521Gold—17412NO✓✓✓✓CapacityOpsGBP · Neurality · PL analytics
SMD South HollandGreat LakesP1437277-160-36.6-1716-1288.260.175.854.25,438Gold—58.217NO✓✓✓✓CapacityOpsGBP · Neurality · PL analytics
Milledgeville#1Blue RidgeP1594437-157-26.427153-8494.062.963.411.6———17.54.5YES✓✓✓AttentionMarketingGBP · PL analytics · Paid
Towne Lake Dental GroupLow CountryP1790639-151-19.1-60357-49490.553.492.6-29.6582Bronze—7.21.8YES✓✓✓✓✓AttentionMarketingWebsite · PL analytics · Organic
REC Bella VitaGolden StateP1439290-149-33.9-194146-43486.368.290.548.51,410Silver42.912.22YES✓✓AttentionMarketingCall conv · Reactivation
Lexington Family DentalDeltaP1342207-135-39.5-33-213-21766.70.057.3154.7———100.815.5YES✓✓✓✓✓✓CapacityOpsWebsite · GBP · PL analytics
NAD Nashville AestheticBlue RidgeP2374242-132-35.32027-4184.078.690.554.610,756Gold—206.8NO✓✓AttentionMarketingNeurality · PL analytics
Heritage Family DentalDeltaP2443314-129-29.1-35-1-10495.652.589.7-17.3147Bronze—6.511YES✓✓✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
FitzgeraldPeachP3859740-119-13.9522215996.353.174.5-53.455Bronze—73YES✓✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Reidsville Family DentistryLow CountryP2466350-116-24.9-20-306-7490.068.667.374.066Bronze—61.5YES✓✓✓✓AttentionMarketingGBP · PL analytics · Reactivation
HDA Heritage ★Salt LakeP2586472-114-19.5-663-688.969.595.743.9——64.210.53.5YES✓✓BaselineMarketingReactivation · Paid
STB Kzoo Family DentalGreat LakesP2516402-114-22.11387-5290.956.692.8-16.7421Bronze24.34615.5NO✓✓✓✓✓CapacityOpsWebsite · Neurality · Call conv
DCF Dental Center of FlorenceBluegrassP2881774-107-12.1-312155-1,01486.859.290.59.82,913Silver24.759.210.5YES✓✓✓CapacityOpsWebsite · Call conv · Reactivation
Rome Dental PartnersBlue RidgeP2523416-107-20.5-45-218-29094.064.857.637.5———7.86.2YES✓✓✓✓AttentionMarketingGBP · PL analytics · Reactivation
Premier Dental - StatesboroLow CountryP2370266-104-28.116-34-5488.353.574.2-49.5406Bronze—65.8YES✓✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Gautier Family DentalDeltaP3575472-103-17.938-531791.958.071.64.1———5.53YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Valdosta CranfordCitrusP31,7351,633-102-5.939-5130—66.455.1-30.114Bronze——6.5NO✓✓✓✓✓AttentionMarketingGBP · Neurality · PL analytics
BFD BeaumontBluegrassP2917818-99-10.8-956-3086.066.886.6-12.83,906Silver37.3244.5YES✓✓✓✓AttentionMarketingGBP · Call conv · Organic
REC Olympic DentalGolden StateP2491402-89-18.1-14708983.277.090.5127.01,333Silver47.2810YES✓BaselineMarketingReactivation
AmericusPeachP3487402-85-17.55-37-1693.960.751.8-74.247Bronze—82YES✓✓✓✓AttentionMarketingGBP · PL analytics · Organic
Hammond Dental CareGulf CoastP3416335-81-19.548-138-12187.357.369.93.9———71.5YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
NHD Prairie RockGreat PlainsP2321246-75-23.457-5989.671.590.7-91.53,143Silver47.233.53YES✓CapacityOpsOrganic
Dental Ctr. N. Augusta - DuboseBlue RidgeP3570503-67-11.81726184.154.667.7-59.0———18.23YES✓✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Davenport Family DentistryGulf CoastP2332266-66-19.9-13-70-19493.757.366.33.9414Bronze—533.5YES✓✓✓✓✓CapacityOpsWebsite · GBP · PL analytics
Stuckey General DentistryGulf CoastP3446380-66-14.819224-12387.885.274.2-16.8———61.8NO✓✓✓✓✓AttentionMarketingGBP · Neurality · PL analytics
SGC HazelhurstCitrusP3443379-64-14.434-316388.959.167.1377.0493Bronze—7.53YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Midtown Dental StudiioDeltaP2377315-62-16.4-7-382391.362.174.0-54.8167Bronze—711.5YES✓✓✓✓✓AttentionMarketingGBP · PL analytics · Organic
Smile Center Orlando ★CitrusP2281220-61-21.71557-4990.561.992.8564.3———8.52.8YES✓✓AttentionMarketingPL analytics · Paid
Dental Health Group - OaklandMid-AtlanticP2212153-59-27.83-42-686.564.5100.0-76.1———30.820.5YES✓✓✓CapacityOpsPL analytics · Organic · Paid
Dental Group of ByramDeltaP3518461-57-11.019-57-8094.963.669.84.3497Bronze—6.21.5YES✓✓✓AttentionMarketingGBP · PL analytics · Paid
WAG Wagner DentalCactusP21,020963-57-5.6-4-279680.279.192.633.214,247Gold37.376NO✓✓✓AttentionMarketingNeurality · Call conv · Reactivation
Monroe - PinehurstMid-AtlanticP2211158-53-25.1-16-3-4091.444.185.315.23,135Silver—11.511.5YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Vicksburg Family DentalDeltaP3979926-53-5.413-11616494.366.269.549.9537Bronze—5.82YES✓✓✓AttentionMarketingGBP · PL analytics · Paid
AID Artistry In DentistryCactusP2199147-52-26.1746093.173.890.7—8,539Gold49.532.5NO✓AttentionMarketingNeurality
GDC Gentling DentalGreat PlainsP3314262-52-16.621168-18791.267.864.522.73,439Silver35.910YES✓✓AttentionMarketingGBP · Call conv
PEX Saratoga SpringsSalt LakeP3739688-51-6.92014321867.969.092.687.55,815Gold51.971YES✓BaselineMarketingRecare
WDG South JordanSalt LakeP2223173-50-22.4341-6478.061.781.1-3.3325Bronze50.01825.2YES✓✓✓CapacityOpsGBP · Paid · Recare
McVea DentalGulf CoastP3292243-49-16.817-62-2889.852.264.9————6.83.5YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
OaklandPeachP3424375-49-11.6038-5795.058.164.437.0403Bronze—62YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Oakwood ★Blue RidgeP3325276-49-15.1162-13393.276.290.571.3———9.55.5YES✓✓AttentionMarketingPL analytics · Paid
PEX Eagle MountainSalt LakeP3783735-48-6.131121-4483.269.092.687.53,866Silver53.0131YESBaselineMarketing
Roberts ColumbusBlue RidgeP3380333-47-12.411194892.860.857.6178.24Bronze—176YES✓✓✓AttentionMarketingGBP · PL analytics · Paid
NHD RidgeviewGreat PlainsP3447401-46-10.3234210588.868.590.756.51,800Silver48.928.22.5YESBaselineMarketing
REC Rockaway BeachGolden StateP3330284-46-13.936692292.864.290.589.7325Bronze69.8145.5YES✓BaselineMarketingPaid
ACR RobbinsGreat PlainsP2291246-45-15.5-27-54-9692.369.688.4-38.12,088Silver34.721.25.8YES✓✓✓✓AttentionMarketingGBP · Call conv · Organic
NHD RossvilleGreat PlainsP2393349-44-11.2-9016291.670.390.750.04,628Silver37.25.51YES✓✓AttentionMarketingCall conv · Reactivation
NHD TallgrassGreat PlainsP2259215-44-17.0-5162795.150.188.7201.5642Bronze33.367.57NO✓✓✓✓✓✓CapacityOpsWebsite · GBP · Neurality
Slover Dental MageeDeltaP3266222-44-16.5162793.146.966.3————246.5YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Statesboro Family DentalLow CountryP31,019978-41-4.027-2412188.571.873.7-28.42,684Silver—3.22YES✓✓✓AttentionMarketingGBP · PL analytics · Organic
Wirtz - JacksonDeltaP2177136-41-23.21816-4689.974.371.445.7129Bronze—43.2YES✓✓✓AttentionMarketingGBP · PL analytics · Paid
Lake Mary - Lake Mary ★CitrusP2159121-38-23.9-20-137—42.435.0-92.6—————NO✓✓✓✓✓✓✓AttentionMarketingWebsite · GBP · Neurality
Stonewall (Dawson)PeachP2214181-33-15.4-18-142-4094.149.931.8203.441Bronze—112YES✓✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
HDT Harris DentalCactusP2377345-32-8.5-2-54-12086.381.890.818.710,607Gold42.414.56.2NO✓✓✓AttentionMarketingNeurality · Call conv · Reactivation
RHD Rock Hotel Dental ★Salt LakeP2324292-32-9.9-84-139-5984.375.072.217.6436Bronze20.38.24.5NO✓✓✓✓✓AttentionMarketingGBP · Neurality · Call conv
CDT Comfort DentalSalt LakeP3514486-28-5.48376288.575.692.8-57.6——55.44.54.2YES✓✓BaselineMarketingOrganic · Paid
KCC Clay Center ★Great PlainsP2233206-27-11.6-5263291.175.487.4-26.1698Bronze48.4111.8YES✓✓✓✓AttentionMarketingGBP · Organic · Reactivation
SylvesterPeachP2185158-27-14.6-13-97-1695.359.062.576.6112Bronze—8.82YES✓✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Total Care DentalGreat LakesP3356330-26-7.332-120-885.060.072.2-25.1288,740Platinum—7.57.5NO✓✓✓✓LeverOps+MktgGBP · Neurality · PL analytics
Ways Station ★Low CountryP3597571-26-4.453852892.760.992.9—6,746Gold—30.25YES✓CapacityOpsPL analytics
Richmond Hill - Ford AveLow CountryP3655633-22-3.4771457490.212.567.415.7———66YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Bright Smiles - ChesterfieldMid-AtlanticP3373354-19-5.11-56-4791.852.073.7-91.82,332Silver—30.56.5YES✓✓✓✓CapacityOpsWebsite · GBP · PL analytics
SGC DouglasCitrusP3557539-18-3.212-133689.759.197.1377.0585Bronze—22.25.2YES✓✓✓AttentionMarketingWebsite · PL analytics · Paid
Dawson RdPeachP31,0701,053-17-1.6974531594.860.469.9-68.4129Bronze—71YES✓✓✓✓AttentionMarketingGBP · PL analytics · Organic
Lake Shore - Saint Cloud ★CitrusP2382365-17-4.5-971495.477.472.0-11.05,517Gold—53YES✓✓✓✓AttentionMarketingGBP · PL analytics · Organic
CarltonPeachP3161145-16-9.91-64-4296.053.867.1————72.2YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
Schramm - CharlotteMid-AtlanticP311094-16-14.53-76683.378.268.029.72,667Silver—8.53.8YES✓✓AttentionMarketingGBP · PL analytics
STB PortageGreat LakesP2340324-16-4.7-63710191.759.792.8102.1414Bronze30.86056.5YES✓✓✓✓CapacityOpsWebsite · Call conv · Reactivation
JML LapierreBluegrassP38368-15-18.1547-8588.960.997.127.3365Bronze22.38.54.5NO✓✓✓AttentionMarketingNeurality · Call conv · Paid
TiftonPeachP3457442-15-3.318-4315292.862.985.5-38.341Bronze—81.5YES✓✓✓✓AttentionMarketingGBP · PL analytics · Organic
NHD WellsvilleGreat PlainsP2210198-12-5.7-1528384.752.590.7-30.91,444Silver44.717.23.5NO✓✓✓✓✓AttentionMarketingWebsite · Neurality · Call conv
GDC Rochester DentalGreat PlainsP2517506-11-2.1-5-13810788.862.485.3-21.4365Bronze47.515.57.2YES✓✓✓✓AttentionMarketingGBP · Organic · Reactivation
NHD New HorizonsGreat PlainsP3670659-11-1.642-798-26591.475.286.6163.411,394Gold37.555.5YES✓✓AttentionMarketingGBP · Call conv
Restorative Arts Dental - SumterMid-AtlanticP3284273-11-3.918629494.366.185.6126.5304Bronze—18.24NO✓✓✓✓AttentionMarketingGBP · Neurality · PL analytics
WFD Masonic VillageMid-AtlanticP3136125-11-8.1626-887.770.862.1-26.9149Bronze33.746.518NO✓✓✓✓✓CapacityOpsGBP · Neurality · Call conv
Dental Health Group - AccidentMid-AtlanticP3157148-9-5.77-473686.364.561.4-76.1———1628NO✓✓✓✓✓CapacityOpsGBP · Neurality · PL analytics
Main St Family Dental - Lexington ★Mid-AtlanticP2257249-8-3.1-983-3779.458.472.4————16.25.2YES✓✓✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
WillinghamPeachP3224216-8-3.632-408094.755.565.5—41Bronze—72.2YES✓✓✓✓AttentionMarketingWebsite · GBP · PL analytics
PEX DaybreakSalt LakeP2670663-7-1.0-53726788.169.092.687.53,482Silver48.08.54YES✓BaselineMarketingReactivation
Peach Family - Fort Valley ★Blue RidgeP2169163-6-3.6-4-43-1189.952.597.223.6199Bronze—141.5YES✓✓✓✓AttentionMarketingWebsite · PL analytics · Reactivation
Bell Dental - Lake JacksonGulf CoastP37974-5-6.3654-30794.369.673.7-54.65,483Gold—16.86.5NO✓✓✓✓AttentionMarketingGBP · Neurality · PL analytics
MJC CavendishCactusP2120115-5-4.2-542-1192.272.692.81,729.54,002Silver45.264YES✓BaselineMarketingReactivation
BrentwoodBlue RidgeP32420-4-16.7528-12094.067.765.9203.86,026Gold—47.898.5NO✓✓✓CapacityOpsGBP · Neurality · PL analytics
ACD Westport ★Great PlainsP2375373-2-0.5-16-494479.064.092.8112.8313Bronze48.4306.2YES✓✓✓CapacityOpsReactivation · Paid · Recare
ACR The Dental StudioGreat PlainsP2157155-2-1.3-8-73691.174.791.8—338Bronze—2112.8YES✓✓✓AttentionMarketingPL analytics · Reactivation · Paid
SMD IthacaGreat LakesP2532531-1-0.2-9-10123187.960.876.554.22,972Silver—44.55.2NO✓✓✓✓CapacityOpsGBP · Neurality · PL analytics
Rules: P1 = worst 20 by NP Δ (~54% of gross decline) · P2 = both flows down or steeper than −20% · P3 = remainder. Checks: website <60 · GBP <90 · Neurality not live · no call instrumentation · conversion <45% (deduped) · organic down >10% YoY (SEMrush, modeled) · reactivation declining · hygiene <80% · paid <$1K/mo. Sources: Power BI patient growth · audit rollup · Peerlogic · SEMrush · budget dashboard · crosswalk.