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 | 977 | 1,019 | 122 vs 127 prior | -42 (-4.1%) | PBI new patients. |
| Production | $2,457,964 | $2,130,017 | $307,246 vs $266,252 prior | +$327,947 (+15.4%) | PBI net production. |
| Lead → Hygiene days (current) | 3.5Aug 2026 | — | 3.2 YTD median | +0.5 vs prior month | GREEN line is 14 days. |
| Lead → Doctor days (current) | 2Aug 2026 | — | 2 YTD median | +0 vs prior month | |
| Organic traffic | — | — | — | -28.4% 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 stack5 of 11 in place · 2 unverified · 4 missing
✗
Yext (or similar listing service)
Not in the SGA Yext account (101 entities, 2026-09-28)
✗
PeerLogic analytics · Statesboro Family Dental / Coastal
PeerLogic location list: Analytics LIVE = No
✗
GHL subaccount + contact form
Not in the GHL round-1 roster (25 practices)
✓
Google Ads account live · Silver tier · $2,684 / mo budget
Dakota's paid-media tier tag (NP-99)
✓
GA4 live · G-3BY9H1874R
Tag found on homepage (scan 2026-05-03)
!
Google Search Console live
Domain not on the SGA Search Console access list — confirm verification
✓
Website access · WordPress + Divi
Internal Hosting · Internal GoDaddy (access registry 2026-06-29)
!
GBP ownership
Manager access not recorded on an access registry — confirm ownership
✓
Facebook ownership · facebook.com/JasonMcGibonyDMD/
Access: Full (social audit 2026-06-09)
✗
Instagram ownership · @drmcgibonyandassociates
Access: None (linked to Facebook)
✓
Neurality live · since 23 Feb 2025
Neurality link verified on site (2026-08-14)
Phase 1 checklist1 of 5 in place · 1 unverified · 2 missing
✓
Website audit score · 71.8
Threshold 60
✗
GBP audit score · 73.7
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 deployed
The read Jan–Aug 2026 vs same period 2025 · PBI via SGA Data MCP · foundation scores from the NP-99 diagnostic
1,019 → 977
New patients
-42 · -4.0%
$2.13M → $2.46M
Net production
+$328K · +15.4%
3.2 d
Lead → hygiene
GREEN line is 14 · doctor 2.0 d
88.5%
Hygiene %
net patients +121 · recovered +27 · lost -24
-28.4%
Organic traffic Δ
the leak
73.7
GBP score
threshold 90 · -F
71.8
Website score
threshold 60 · passes
$2,684 / mo
Paid media
Silver · above the $2,500 B3 line
—
Call conversion
unmeasured · no PeerLogic · -F
Live
Neurality chat
on site and GBP
This is not a broken practice. Production is up 15% on 4% fewer new patients, hygiene is bookable in three days, and net patient count is positive. It is a practice with idle capacity whose free channels are leaking — organic traffic down 28%, a Google Business Profile scoring 73.7 — while $2.7K/month of paid holds new patients flat. And the phone is invisible: no call analytics, so nobody can say whether the leads we do generate are converting.
Why the code is GPG2-F
Class
GP General Dentistry in the crosswalk; not on the Advanced Care list; not a specialty type.
Owner
Growth · GREEN Lead→Hygiene 3.2 days ≤ 14. Capacity is not the constraint, so Ops does not hold it. Jenn Freemyer owns the outcome as Growth Manager, with Kim Miller as ROD.
Tier
2 — one of the two metrics is down (new patients -4.0%), the other is up (production +15.4%).
-F
foundation gaps GBP 73.7 < 90 · PeerLogic not deployed · call conversion unmeasured. Website 71.8 passes, Neurality is live.
Sarah's file
On the NP-99 fix list at P3 (lowest severity); her top-3 fixes were GBP · PL analytics · Organic — the same three gaps the code surfaces.
What the playbook says for GPG2-F: any -F → Play A1 Foundation Sprint first (weeks 1–4). Tier 2 → diagnose which metric is down: here NP is down and production is up, so mix is carrying it — protect the mix, fix acquisition. Then the B play by spend: $2,684 is above $2,500, so B3 Cadence Lock, not a scale play — and no paid decision at all until call conversion is measurable.
Diagnosis in plain words
What is working
- Case acceptance and mix. +$328K on fewer patients means revenue per new patient rose materially. Whatever the clinical team is doing on treatment planning, protect it.
- Capacity. 3-day hygiene, 2-day doctor. Every new patient we generate can be seated this week. There is no ceiling on demand for the next several months.
- Retention. Recovered +27, lost only -24, net patients +121. The back door is closed.
- Website and Neurality are already in place — two of the five foundation elements are done.
What is leaking
- Organic is down 28%. For a practice with this much open capacity, organic search and Maps are the cheapest patients available and they are shrinking. GBP at 73.7 is the most likely driver (categories, description, photos, Q&A, review cadence), with a possible ranking or site-change cause behind it that a GA4 / Search Console look will confirm.
- Paid is doing the organic channel's job. $2,684/month at Silver is holding NPs roughly flat. That is not wrong, but it is expensive maintenance, and without conversion data we cannot tell whether it is efficient.
- The phone is unmeasured. No PeerLogic, no Conv%. Low Country is inside SGA East scope, so this is a deployment, not a licensing question.
- Two SGA offices in one small market. Premier Dental · Statesboro (also Jenn's, same ROD, also GPG2-F, NP -28%) sits in the same city. Their GBP service areas and paid geos need to be coordinated, not competing.
The 90-day plan A1 Foundation Sprint → tier-2 read → B3 Cadence Lock
| # | Task | Owner | Due | Done when |
|---|---|---|---|---|
| Weeks 1–4 · Play A1 Foundation Sprint · close the three -F gaps | ||||
| 1 | Deploy PeerLogic call analytics. Low Country is SGA East scope. Confirm tracking numbers on site, GBP and the paid LP route through it. | PL team · Jenn | Week 2 | Conv% populating for 2 consecutive weeks |
| 2 | GBP optimization pass to ≥ 90. Primary + secondary categories, owner description (AI-drafted from the Practice Knowledge Base once the entry exists), 20+ current photos, Q&A seeded, services list, review-response cadence set. Confirm the Neurality booking link is the primary CTA. | Korinne · Jenn | Week 3 | GBP re-score ≥ 90 |
| 3 | Find the organic drop. GA4 + Search Console: when did the -28% start, which pages / queries lost, any site change or ranking loss at that date. Fix on-site SEO issues if found (Wyatt's kit); otherwise attribute to GBP and Maps. | Jenn · Wyatt (if on-site) | Week 3 | Cause named; fix ticketed |
| 4 | Local backlink push, Bulloch County. Run the backlink-opportunity scan at 25 miles: Georgia Southern University, Statesboro-Bulloch Chamber, schools and youth sports sponsorships, community health directories. 5–10 outreaches. | Jenn | Week 4 | Outreach list sent; 2+ live links |
| 5 | Coordinate with Premier Dental · Statesboro. Align GBP service areas and paid geo so the two offices are not bidding on the same queries; agree which office leads on which service lines. Premier gets its own A1 → B1 sprint. | Jenn | Week 4 | One Statesboro market plan, two offices |
| 6 | Week-5 re-score. GBP ≥ 90, PeerLogic live, Conv% measurable → the -F drops and the code becomes GPG2. | Jenn · Amy | Week 5 | Code = GPG2 |
| Weeks 5–8 · Play B3 Cadence Lock · plus the paid decision now that the phone is visible | ||||
| 7 | Paid review with Conv% in hand. Google Ads MCC: CPL on the $2,684 over the last 60 days, search terms, geo overlap with Premier. Decision: hold, trim, or scale. Scale only if CPL < $45 — capacity will hold, so this is purely an efficiency call. | Jenn · Amy | Week 6 | CPL known; budget decision logged |
| 8 | Reactivation campaign. The -24 lost patients plus dormant recare (18+ months). Capacity absorbs them immediately; no funnel dependency. | Jenn · OM | Week 6 | List pulled; first send out |
| 9 | Content cadence lock. 3 social posts / week per platform, monthly email (recare + service-line rotation) via GHL, AI-drafted from the Knowledge Base, Kim approves. | Jenn · Studio | Week 7 | 4 consecutive weeks on cadence |
| 10 | Review flywheel. Post-visit review requests through Modento (this office is not in Yext); response within 48h; monthly count tracked against Premier and the Low Country peers. | OM · Jenn | Week 8 | +8 reviews / month run-rate |
| Weeks 9–12 · Measure | ||||
| 11 | NP run-rate check against the 2025 Jan–Aug average (127 / month) and the organic trend against the -28% baseline. | Jenn · Amy | Week 12 | See targets |
| 12 | Re-classify. Monthly rebuild. Expected path: GPG2-F → GPG2 (week 5) → GPG3 if new patients turn positive year over year. | Marketing | Day 90 | Code updated on the classification table |
Escalate to Amy if: PeerLogic deploy is blocked past week 3 · GBP cannot reach 90 in 4 weeks (access or ownership problem) · the organic drop traces to a site or hosting change (Wyatt + Dobson) · new patients fall under 100 in any two consecutive months · MCC CPL on the current spend is above $60.
Targets
| Metric | Now | Day 45 | Day 90 | Note |
|---|---|---|---|---|
| New patients / month | 122 avg (2026 Jan–Aug) | ≥ 127 | ≥ 135 | 127 = 2025 pace; 135 is a stretch the 3-day capacity supports |
| GBP score | 73.7 | ≥ 90 | ≥ 90 held | Drops the -F |
| Call conversion | unmeasured | baseline set | ≥ 45% | Playbook threshold; PeerLogic |
| Organic traffic Δ | -28.4% | flat to -15% | ≥ 0% | GBP + backlinks + on-site fix |
| Paid CPL | unknown | known | ≤ $45 | Hold $2,684 unless CPL says otherwise |
| Lead→Hygiene | 3.2 d | ≤ 10 d | ≤ 14 d | Watch it as demand rises — over 14 flips the practice RED |
| Code | GPG2-F | GPG2 | GPG3 | Production is already up; NP is the swing |
The Statesboro market two SGA offices, one Growth Manager
Statesboro Family Dental · GPG2-F
- NP 1,019 → 977 · production +15% · hygiene 3.2 d
- GBP 73.7 · web 71.8 · paid $2,684 Silver · Neurality live
- The stronger office: protect mix, fix organic, hold paid
Premier Dental · Statesboro · GPG2-F
- NP 370 → 266 (-28%) · hygiene 6.0 d
- GBP 74.2 · web 53.5 · organic -49.5% · paid $406 Bronze
- The weaker office: full A1 sprint, then B1 ADD PAID
Run them as one market plan. Same GM, same county, same searches. Agree the split before either paid budget moves: Family Dental holds the general new-patient offer and the bulk of the paid budget; Premier takes a distinct positioning (its site is thestatesborodentist.com — use it) and grows from $406 only after its own foundation closes. Never let the two GBPs list the same primary category with overlapping service areas and identical descriptions.
Monthly shape new patients and net production, 2025 vs 2026
| Month | NP 2025 | NP 2026 | Δ | Prod 2025 | Prod 2026 | Δ | Lead→Hyg 2026 |
|---|---|---|---|---|---|---|---|
| Jan | 126 | 136 | +10 | $319,519 | $320,030 | +$511 | 3 |
| Feb | 131 | 122 | -9 | $305,255 | $290,187 | -$15,068 | 4 |
| Mar | 133 | 129 | -4 | $262,902 | $349,764 | +$86,862 | 3 |
| Apr | 154 | 127 | -27 | $245,304 | $332,394 | +$87,090 | 4 |
| May | 125 | 99 | -26 | $254,691 | $279,290 | +$24,599 | 4 |
| Jun | 111 | 116 | +5 | $241,485 | $328,614 | +$87,129 | 3 |
| Jul | 144 | 140 | -4 | $266,404 | $259,888 | -$6,516 | 3 |
| Aug | 95 | 108 | +13 | $234,457 | $297,798 | +$63,341 | 3.5 |
| Jan–Aug | 1,019 | 977 | -42 | $2,130,017 | $2,457,964 | +$327,947 | 3.2 median |
The NP gap is April–May (-53 of the -42 total; the other six months net +11). Worth asking the office what happened in April–May 2026 — a provider schedule change, a phone coverage gap, or the organic drop landing. Lead-days have been 3–4 all year: capacity was never the issue.
Office Hours read-through pre-filled for Jenn
This is Statesboro Family Dental. It is GREEN, not Ops-flagged — it is on my queue because it is tier 2 with foundation gaps.
The code is GPG2-F, based on:
- Lead→Hyg 3.2 days (GREEN line is 14)
- NP 1,019 → 977 (-4.0%); production $2.13M → $2.46M (+15.4%)
- GBP 73.7, web 71.8, paid $2,684/mo Silver, Conv% unmeasured, Neurality live
The code maps to A1 first because of the -F (GBP, PeerLogic, Conv), then B3 because paid is already above $2,500.
Tier-2 read: NP down, production up — mix is carrying it. Protect the mix; the problem is acquisition, and the leak is organic (-28%).
My first three tasks: deploy PeerLogic, GBP pass to 90, find the organic drop in GA4 / Search Console.
Success at 90 days: NP ≥ 135/month, GBP ≥ 90, Conv% ≥ 45%, organic back to flat, code GPG3.
I will escalate if PeerLogic is blocked past week 3, GBP cannot reach 90, or NP drops under 100 two months running.
Open question for the room: Premier Dental Statesboro is also mine and also GPG2-F — I want to run the two as one market plan. Any objection to Family Dental holding the paid budget and Premier repositioning?