Scorecard data through Aug 2026 · YTD = Jan–Aug 2026 · prior period = Jan–Aug 2025 · checklist sources as of 2026-09-28
Metrics
| Metric | YTD | Prior period | Avg / month | DIF | Note |
|---|---|---|---|---|---|
| New Patients | 68 | 83 | 8 vs 10 prior | -15 (-18.1%) | PBI new patients. |
| Production | $902,387 | $961,995 | $112,798 vs $120,249 prior | -$59,608 (-6.2%) | PBI net production. |
| Lead → Hygiene days (current) | 5Aug 2026 | — | 8.5 YTD median | -3.5 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 3Aug 2026 | — | 4.5 YTD median | -260 vs prior month | |
| Organic traffic | — | — | — | +27.3% YoY | Website audit rollup (NP-99). |
| NP opportunities · PeerLogic | — | — | — | — | Per-location PeerLogic counts not yet in SGA reporting. |
| NP opportunities · Neurality | — | — | — | — | Per-location Neurality lead counts not yet in SGA reporting. |
| NP call conversion | 22.3%NP-99 period | — | — | — | Call conversion from the NP-99 diagnostic. |
Foundational reporting checklist · tech stack6 of 11 in place · 1 unverified · 2 missing
✓
Yext (or similar listing service) · James M. Lapierre, D.D.S., Inc.
In the SGA Yext account (101 entities, 2026-09-28)
·
PeerLogic analytics
Not on the PeerLogic location list
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✓
Google Ads account live · Bronze tier · $365 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · 399117191
Tag found on homepage (scan 2026-05-03)
✓
Google Search Console live
Domain on the SGA Search Console access list
✓
Website access · WordPress + Elementor
External Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/lapierredds
Access: Full (social audit 2026-06-09)
·
Instagram ownership
Access: N/A
✗
Neurality live
Not live
Phase 1 checklist2 of 5 in place · 1 unverified · 0 missing
✓
Website audit score · 60.9
Threshold 60
✓
GBP audit score · 97.1
Threshold 90
!
Social audit score
Social audit verified 2026-06-09 — no numeric score
·
Google reviews, last 30 days
Not pulled — needs a SerpAPI review scan
·
PeerLogic
Not on the PeerLogic list
The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available
83 → 68
New patients
-15 · -18.1%
$961,995 → $902,387
Production
-$59,608 · -6.2%
5 d
Lead → hygiene
GREEN line is 14
88.92%
Hygiene %
NP-99
+27.3%
Organic traffic Δ
audit rollup
97.1
GBP score
threshold 90
60.9
Website score
threshold 60
$365 / mo
Paid media
Bronze
22.3%
Call conversion
threshold 45%
Not live
Neurality
chat + scheduler
The play from the code, per the GM Playbook
A1 → B2 Scale +$1K — A1 Foundation Sprint first (close the -F gaps), then Tier 1: reactivation, then B2 Scale +$1K.
This page is generated from the classification and the access registries. A hand-written 90-day plan (like Statesboro Family Dental) replaces it when the Growth Manager builds one.