DRAFT
DRAFT Working wireframe for the Stage 2 build — layout and coverage semantics under review with Dakota. Not a production report; do not circulate beyond the working group.

Patient Funnel — Pilot Wireframe

Anchor month: June 2026 (most recent complete month across live sources) · data pulled 2026-07-22 · real values, no placeholders · per patient-funnel-data-source-and-build-guide-2026-07-22.md
LIVE automated source, verified MANUAL file-based, upgrade path documented VENDOR-CALC vendor math, not independently auditable DARK no source today — shown honestly, never zero

Pryor Family Dentistry — Lebanon, TN

PRYRFDTNDD · Wave 1 (launched May 2026) · Advanced Care (Dakota Milner) · ROD: Parks Pace · GHL pilot pair
1 · Marketing Investment
$4,306
Google Ads, June
456 clicks · 12,863 impr
Promo (May, latest): $4,005
Promo YTD Jan–May: $16,472
LIVE MANUAL
2 · Demand & Leads
sessions / form leads
GA4: not mapped
GHL: API live (Jul 23) — sub-account provisioned, 5 contacts, 0 forms, 0 opps
waiting on Dakota to build forms + pipeline
Ads platform conv (ref): 40
DARK
3 · Opportunities
29
Neurality voice opportunities
PeerLogic calls: not in export
Contact rate: no source
MANUAL PARTIAL
4 · Scheduled
16
appts scheduled (Neurality)
Voice 10 · SMS 6 · Online 0
NP appts (agent): 6
Sched rate NP: 100%*
MANUAL VENDOR-CALC
5 · Completed New Patients
50
PBI, June — headline metric
46
Apr
33
May
50
Jun
33
Jul*
LIVE
NP / GP dentist vs 30 goal
50 / 30
1 GP dentist (Workday Jul export) · 167% of goal
Production per NP
$4,343
$217,172 net production ÷ 50 NP (PBI, June)
CAC — Google Ads only
$86
$4,306 ÷ 50 NP · floor, not full CAC — June promo spend not yet delivered
Hygiene reappt
91.0%
PBI, June (rate — never summed)
Coverage caveats: * Neurality scheduling rates are vendor-calculated and not recomputable (NP/EP opportunity split absent from export). Stage 2 is dark: GA4 property unmapped; GHL sub-account (6STFigpjdamPScE59AFV) is provisioned and a location-scoped Private Integration Token was issued Jul 23 — contacts/opportunities/forms/conversations/calendars/workflows/custom-fields endpoints all return 200 — but the account itself is nearly empty (5 contacts, 0 forms, 0 opportunities, 0 conversations, 0 calendars, 1 published workflow "Website Form Submitted" with nothing to fire on). No lead capture is possible until Dakota builds the Pryor forms + opportunity pipeline; agency-level PIT still lacks contacts/forms/opportunities scopes, so per-location PITs remain the only path. Ads-platform conversions (40) shown for reference only — not deduplicated leads. PeerLogic absent from the Gen4 export for all Wave 1 (installed-vs-missing unconfirmed). Funnel stages 3–4 are Neurality-only and therefore understate total demand (phone calls answered by humans are invisible here).

Smile Center of Orlando — Winter Park, FL

SCO-FL · Wave 1 (launched May 2026) · General (Kelly Caldwell) · ROD: Jarod Howlett · GHL pilot pair — Jul 27 fallback candidate
1 · Marketing Investment
$4,263
Google Ads, June
687 clicks · 22,452 impr
Promo (May, latest): $7,796
Promo YTD Jan–May: $24,225
LIVE MANUAL
2 · Demand & Leads
sessions / form leads
GA4: not mapped
GHL: not installed
lights up Jul 31 baseline
Ads platform conv (ref): 84
DARK
3 · Opportunities
53
Neurality voice opportunities
PeerLogic calls: not in export
Contact rate: no source
MANUAL PARTIAL
4 · Scheduled
25
appts scheduled (Neurality)
Voice 16 · SMS 9 · Online 0
NP appts (agent): 4
Sched rate NP: 80%*
MANUAL VENDOR-CALC
5 · Completed New Patients
30
PBI, June — headline metric
31
Apr
17
May
30
Jun
17
Jul*
LIVE
NP / GP dentist vs 30 goal
15 / 30
2 GP dentists (Workday Jul export) · 50% of goal — tier-1 flag
Production per NP
$6,514
$195,434 net production ÷ 30 NP (PBI, June)
CAC — Google Ads only
$142
$4,263 ÷ 30 NP · floor, not full CAC — June promo spend not yet delivered
Hygiene reappt
88.1%
PBI, June (rate — never summed)
Coverage caveats: same stage-2 darkness and Neurality-only limitations as Pryor. Note the triage story the funnel already tells: SCO generates more demand than Pryor at every measurable stage (53 vs 29 opportunities, 25 vs 16 scheduled, 687 vs 456 paid clicks) yet lands at 50% of the NP-per-provider goal with 2× the provider capacity — a conversion/capacity question, not a demand question. April (Neurality's fullest month here: 124 opportunities, 41 scheduled, 11 chatbot + 33 SMS appts) shows the same pattern. Per the guide's routing rule this is a tier-1 ops/conversion flag before any marketing-spend conversation.
Sources: PBI via sga-data MCP (pulled 2026-07-20, `patient-funnel-pilot-pbi-2026-07-20.csv`) · Neurality exports Apr–Jun (`data/neurality-data/`, delivered 2026-07-15) · Google Ads `marketing.google_ads_campaign_daily_metrics` (queried live 2026-07-22) · promo workbook `promotional-spend-jan-may-2026.xlsx` · GP-dentist counts from `docs/hr/provider-list-sga-2026_Jul.xlsx` (with-hr roster rows for these two practices are column-shifted — Workday export used instead) · Jul values partial (month in progress).