SGA Dental Partners · Practice Scorecard

WYD Wyoming Dental

GPO2   General Practice · Ops · RED · tier 2  |  Great Lakes · Growth Manager Kelly Caldwell · ROD Leah Grevious  |  yomingdental.com

Scorecard data through Aug 2026 · YTD = Jan–Aug 2026 · prior period = Jan–Aug 2025 · checklist sources as of 2026-09-28

Metrics

MetricYTDPrior periodAvg / monthDIFNote
New Patients49445262 vs 56 prior+42 (+9.3%)PBI new patients.
Production$1,378,605$1,909,026$172,326 vs $238,628 prior-$530,421 (-27.8%)PBI net production.
Lead → Hygiene days (current)40Aug 2026—49.5 YTD median-9 vs prior monthGREEN line is 14 days.
Lead → Doctor days (current)15.5Aug 2026—11.2 YTD median-20.5 vs prior month
Organic traffic————Not in the NP-99 audit rollup; GA4 not connected to SGA reporting.
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 stack7 of 11 in place · 3 unverified · 0 missing

✓
Yext (or similar listing service) · Wyoming Dental
In the SGA Yext account (101 entities, 2026-09-28)
✓
PeerLogic analytics · WYD Wyoming Dental
PeerLogic location list: Analytics LIVE = Yes
!
GHL subaccount + contact form
GHL round-1 roster · form not wired
·
Google Ads account live
Not on the NP-99 file; no paid-media record
✓
GA4 live · G-G1GZNMHLZR
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 + Other
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/wyomingdental/
Access: Full (social audit 2026-06-09)
✓
Instagram ownership · @wyomingdentalmi
Access: Full (linked to Facebook)
✓
Neurality live
Neurality link verified on site (2026-08-14)

Phase 1 checklist2 of 5 in place · 0 unverified · 0 missing

✓
Website audit score · 74.7
Threshold 60
·
GBP audit score
Not audited
·
Social audit score
Not audited
·
Google reviews, last 30 days
Not pulled — needs a SerpAPI review scan
✓
PeerLogic
Live

The read Jan–Aug 2026 vs same period 2025 · foundation scores from the NP-99 diagnostic where available

452 → 494
New patients
+42 · +9.3%
$1,909,026 → $1,378,605
Production
-$530,421 · -27.8%
40 d
Lead → hygiene
GREEN line is 14
—
Hygiene %
NP-99
—
Organic traffic Δ
audit rollup
—
GBP score
threshold 90
74.7
Website score
threshold 60
—
Paid media
no spend on record
—
Call conversion
unmeasured
Live
Neurality
chat + scheduler

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.