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 | 121 | 159 | 15 vs 20 prior | -38 (-23.9%) | PBI new patients. |
| Production | $852,822 | $846,785 | $106,603 vs $105,848 prior | +$6,037 (+0.7%) | PBI net production. |
| Lead → Hygiene days (current) | — | — | — | — | No PBI lead-day series. |
| Lead → Doctor days (current) | — | — | — | — | |
| Organic traffic | — | — | — | -92.6% 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 | —last 30 days | — | — | — | Unmeasured. |
Foundational reporting checklist · tech stack3 of 11 in place · 2 unverified · 5 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
·
PeerLogic analytics
Not on the PeerLogic location list
!
GHL subaccount + contact form
GHL round-1 roster · form not wired
✗
Google Ads account live
On the NP-99 file with no paid-media tier — no Google Ads program
✗
GA4 live
No GA4/GTM found in homepage source
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · Unknown
External Hosting · External (access registry 2026-06-29)
✓
GBP ownership
Priority access matrix: GMB Full-control
✓
Facebook ownership · facebook.com/profile.php?id=61574501512816
Access: Full (social audit 2026-06-09)
✗
Instagram ownership · @stevehochfelderdental (unconfirmed — needs verification)
Access: None
✗
Neurality live
Not live
Phase 1 checklist0 of 5 in place · 1 unverified · 2 missing
✗
Website audit score · 42.4
Threshold 60
✗
GBP audit score · 35
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
159 → 121
New patients
-38 · -23.9%
$846,785 → $852,822
Production
+$6,037 · +0.7%
—
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
-92.6%
Organic traffic Δ
audit rollup
35
GBP score
threshold 90
42.4
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Not live
Neurality
chat + scheduler
no PBI lead-days — capacity unknown
The play from the code, per the GM Playbook
C1 Hold · Reroute · Pre-position — Ops holds this practice — Lead→Hygiene is over 14 days. Marketing freezes paid escalation, reroutes budget to the nearest GREEN sister practice, runs reactivation only, and watches the hiring pipeline. Flips GREEN after 60 days at ≤ 14 days (or a PRD start).
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.