Executive Proposal
Yext Enterprise
Consolidation
Consolidating 4 vendors across 249 practices into a unified listings, reviews, and social platform.
SLT Review
Prepared by Amy McNeill · VP, Field Marketing · September 2026
Yext Enterprise
Executive Summary
The recommendation in one page
The Ask
Approve consolidation onto Yext across 249 practices
Retire PromoRepublic (157 locs) and Swell (91 locs), expand existing Gen4 Yext contract from 96 → 249 entities, add Social + MCP.
The Investment
$138,195 Year 1 (gross portfolio spend)
$46.25 / practice / month, all-in. Net-new spend is materially lower once existing Yext + PromoRepublic + Swell are subtracted (see slides 6–7).
The Outcome
One vendor, one API, one contract, full coverage
Listings, reviews, social, and analytics across every practice — with programmatic access to plug into our Railway + Claude Code stack.
Current State: Fragmented Coverage
Four different tools, uneven scope, no unified control layer
| Vendor | Coverage | Scope | Note |
|---|---|---|---|
| Yext | 96 practices | Listings + Reviews + Analytics (Gen4 side) | Contract active — SGA West locations |
| PromoRepublic | 157 practices | Social scheduling + FB/GBP review response | No listings; no analytics API; dashboard-only |
| Swell | 91 practices | Review response (subset) | Overlapping coverage with PromoRepublic |
| Manual / None | Remaining locations | Ad-hoc GBP + review response by team | Hidden labor cost, inconsistent execution |
The core problem: no single platform gives us listings, social, reviews, and programmatic control across all 249 practices — and we are paying for overlapping coverage across three vendors today.
What's Proposed
Yext Ultimate at 249-entity scope — via Strategy Collective (Pulse) as authorized reseller
Modules Included
✓
Yext Ultimate
Listings Pro · Social Publishing · Review Response · Generation · Monitoring · Analytics · Duplicate Suppression
✓
Scout AI
License that unlocks Yext's MCP server — programmatic control across all four product areas
✓
Yelp Knowledge Add-On
Structured Yelp data sync across all 249 locations
✓
Healthcare Add-On
Vitals + WebMD sync — bundled at $0 for locations and providers
✓
Enhanced Support
Dedicated Strategy Collective AM, healthcare pod, QBRs, 153-location onboarding
What One Vendor Replaces
→
PromoRepublic
Social + reviews on 157 practices
→
Swell
Reviews on 91 practices
→
Manual GBP work
Ad-hoc labor on ~150 practices with no tool
→
4 separate contracts
One consolidated Yext agreement
→
4 dashboards, no unified API
Full REST + MCP + webhooks
Investment Breakdown
Gross portfolio spend at 249-entity scope
| Line Item | Annual / Entity | Entities | Annual Total |
|---|---|---|---|
| Yext Ultimate (Listings, Social, Reviews suite, DupSup) | $255 | 249 | $63,495 |
| Scout AI (MCP + programmatic access) | $120 | 249 | $29,880 |
| Yelp Knowledge Add-On | $120 | 249 | $29,880 |
| Healthcare Add-On (Vitals, WebMD) | $0 | 249 | $0 |
| Enhanced Support (dedicated AM, healthcare pod, QBRs) | $60 | 249 | $14,940 |
| TOTAL YEAR 1 INVESTMENT | $138,195 | ||
$46.25
per practice / month, all-in
$11,516
monthly across all 249 practices
24-month lock
protects against 7% Y2 escalation ($9.6K saved)
Existing Yext Contract Context
Important: SGA West / Gen4 locations are already under an active Yext agreement
Already Contracted
Gen4 Yext Master Subscription
Scope
96 Gen4 entities (SGA West locations)
Modules
Listings Pro · Reviews · Analytics · Yelp MEC
MSA
April 2026 — Pulse / Strategy Collective
Support
Enhanced Customer Success provisioned
Signed by
Josh Reitz (CFO) — annual, quarterly billing
What Changes with This Proposal
Entity Count
96 (Gen4) → 249 (full SGA portfolio)
+153 net-new entities on SGA East and Specialty
Modules
Existing suite + Social (new) + Scout AI (new)
Adds social scheduling and MCP for programmatic control
Vendor Relationships
Yext expanded; PromoRepublic + Swell retired
Consolidates 3 tools into 1 contract
Reseller
Same Pulse / Strategy Collective agreement
Governed by existing April 2026 MSA
The proposal in this deck is an EXPANSION of an existing Yext agreement — not a new vendor decision or a net-new $138K commitment.
True Net Cost Framework
$138K is the gross portfolio spend — actual net-new is materially lower
Net-New Spend
$138,195minus( Current Gen4 Yext base + PromoRepublic + Swell + Manual GBP labor )
| Cost Center | Estimated Annual | Confidence | Action Needed |
|---|---|---|---|
| Current Gen4 Yext contract (96 entities) | ~$40–70K (est.) | Needs pull from Josh | Confirm current base spend |
| PromoRepublic (157 practices) | ~$32–45K | Per Apr 2023 order form | Terminate at renewal |
| Swell (91 practices) | Unknown | Needs pull | Confirm renewal date |
| Manual GBP labor (~150 practices) | Unquantified | Hidden cost | Estimate hours × loaded rate |
Before finalizing SLT numbers: pull current Gen4 Yext base spend from Finance and confirm Swell renewal terms. The real question is the delta, not the sticker.
Head-to-Head Capability Comparison
What Yext delivers that our current stack does not, at 249-practice scope
| Capability | Current Stack | Proposed Yext |
|---|---|---|
| Locations covered | 157 (PromoRepublic) + 91 (Swell) + 96 (Yext) w/ overlap | 249 unified |
| Listings management | None across most of the portfolio | 140+ publishers, all 249 |
| Social scheduling | Yes (PromoRepublic, 157) | Yes (all 249, API-driven) |
| Review response API | Dashboard-only | Full REST + AI-suggestion API |
| Analytics API | Dashboard-only | 24-mo history + publisher breakdown |
| MCP / programmatic | None | Yes (via Scout AI) |
| Duplicate suppression | None | Included |
| Healthcare publishers | None | Vitals + WebMD ($0) |
At $21.25 / loc / month for Yext Ultimate alone, incremental spend is modest — every dollar above delivers capability our current stack does not have.
Technical Fit for Our Automation Stack
The proposal answered our Railway + MCP + Claude Code integration questions
✓
Bulk fan-out
One API call schedules the same post across a targeted subset of locations, with per-location copy/media variants.
✓
Sentiment + tagging in API
Review sentiment and topic tags returned in the API response, not UI-only.
✓
Webhooks
New reviews (~2 min latency) and social post-status (~30 sec) delivered directly to our endpoints.
✓
Analytics catalog
24-month rolling history, T+1 freshness, publisher-level breakdown for GBP, FB, Bing, Apple.
✓
Rate limits
5,000/hr Management API + 1,000/hr Analytics — flat within-limit, no per-post/per-response overages.
✓
MCP access
Included via Scout license across all 249. Same API-key auth. Yext-hosted, no separate MCP metering.
✓
Bulk entity creation
JSON via Content API or CSV upload — 153 new entities pre-loaded before GBP handoff.
✓
GBP auth at scale
One-click manager-access accept per location. Unclaimed profiles handled in parallel.
Bottom line: every technical dependency in our automation stack (Railway, Claude Code, MCP, webhooks) is supported. Five items remain to close before signature — see next slide.
Open Items Before Signing
Five items to close during the September 2 walkthrough with Pulse + Yext
1
MCP tool inventory in writing
Proposal defers this to an NDA'd call. Get the complete tool list — MCP is admittedly a subset of REST today.
2
AI generation volume thresholds
"Included at typical volumes" is a soft cap. Confirm the numeric ceiling and overage rate before signing.
3
Full publisher response matrix
Confirm which publishers accept API responses (Healthgrades, Vitals, WebMD) beyond GBP + Facebook.
4
Analytics metrics catalog
Validate that every metric on our patient-funnel scorecard is present before contract.
5
S3 push / webhook-stream analytics export
Proposal says "available on request" — get Dakota's target endpoint confirmed and enabled.
All five items are on the September 2 walkthrough agenda with Pulse (Nicole) and a Yext solutions engineer.
Rollout Timeline
8–10 weeks from contract to all 249 practices fully live
Wave 1 · Weeks 1–2
Wave 2 · Weeks 3–5
Wave 3 · Weeks 6–10
Foundation
- Entity load for 153 net-new locations
- Publisher submission across 140+ sites
- Yext-side provisioning + baseline audit
GBP Claim + Access
- Manager-access invitations to practice GBP owners
- One-click accepts sequenced by ROD/GM
- Unclaimed profiles routed to claim workflow
Activation
- Review workflows live (FB + GBP)
- Social API integration with Railway stack
- Full MCP handoff — scorecards on Yext data
Kickoff within 5 business days of countersign. · Onboarding managed by dedicated Strategy Collective AM + healthcare pod.
Contractual Considerations
Standard SaaS terms with a reseller layer — no dealbreakers, but visible to CFO before signature
Reseller structure
Contract is with Strategy Collective (Pulse), not Yext directly. Governed by our existing April 2026 MSA — same paper as the current Gen4 agreement, so no new master terms to negotiate.
Term + termination
Annual, non-refundable, no mid-term exit. 60-day non-renewal notice required. Optional 24-month rate lock available at signature.
Renewal escalation
Standard renewal fee increase up to 7% (or Yext's pass-through, whichever is greater). The 24-month rate lock avoids any Y2 increase entirely.
Assignment
If the Pulse–Yext partnership terminates, contract may be assigned to Yext directly or another authorized reseller without our consent. Low likelihood, worth noting.
Suspension + payment
Quarterly invoicing in advance, 30-day payment terms. Pulse may suspend service if any invoice is 30+ days past due. Flag to AP for the new billing cadence.
Data + governing law
Client Content (our data) processed by Yext under their Terms. Pulse is not a HIPAA business associate. Governing law: Texas / Harris County (Pulse's state).
Recommendation
Advance to
Signature
One vendor.
One API.
249 practices.
One API.
249 practices.
Next Steps
What we need from SLT this week
1
Confirm we proceed to the Sept 2 technical walkthrough
Amy + Dakota + Scott attend. Close five open items in writing.
2
Finance pulls current Gen4 Yext base spend
Josh + AP surface the actual net-new delta before final signature.
3
CFO signature on the 24-month rate lock
Locks Y2 pricing, saves ~$9.6K vs. standard renewal escalation.
Amy McNeill · VP, Field Marketing · amcneill@sgadental.com
Appendix
Sept 2 Technical Walkthrough Agenda
Live scoping call to close the five open items before contract signature
1
MCP tool inventory review (NDA)
Complete MCP tool list across Content, Reviews, Social, Analytics — in writing.
2
AI generation volume + overage terms
Numeric ceiling for included AI text-gen and AI response-suggestion volume. Overage rate confirmed.
3
Full publisher response matrix
Complete list of publishers where review responses post via API.
4
Analytics metrics catalog walkthrough
Live /catalog dump validated against SGA patient-funnel scorecard requirements.
5
S3 push / webhook-stream analytics export
Dakota confirms Railway target endpoint; Yext enables enterprise export flow.
6
Onboarding wave sequencing
Confirm 8–10 week timeline; align Wave 2 GBP handoff cadence to ROD/GM availability.
7
Contract paper + rate lock decision
Amy + Josh confirm 24-month rate lock. Nicole delivers final order form for CFO signature.
Expected output: signed order form + kickoff scheduled within 5 business days.