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
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)
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
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)
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).