New Provider Onboarding  •  July 2026

Dr. Natalie Williams

New Provider Onboarding & 90-Day Outreach Plan  ·  Pensacola Perio

THE PLAN Referring-doctor outreach, community welcome, and digital launch on one 90-day clock — Aug 1 – Oct 30, 2026

Prepared by Jayme Monroe  •  Growth Manager – Specialty

The Case

Why this plan matters

  • Built on lessons from onboarding 5 new SGA specialty associates last year
  • Pensacola Perio carries a large, well-established referring network — the fastest ramp is introducing Dr. Natalie to that network personally, not just digitally
  • Momentum compounds when referring-doctor outreach, a community welcome event, and digital presence launch on the same 90-day clock — not sequentially
  • A documented marketing playbook (modeled on Dr. Chandler's) keeps momentum going well past day 90
60 → 120
External referrals per full-time provider — pre-onboarding baseline vs. target after a completed 90-day onboarding
Benchmark from recent SGA specialty associate onboardings
Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams1
The Four Pillars

Four onboarding pillars

Each track runs in parallel across the 90-day window

1

Referring-Doctor Engagement

Lunch/dinner introductions with the top 10 referring providers, hosted by Dr. David with Dr. Natalie attending.

2

Referral Appreciation Event

An open house welcoming Dr. Natalie, framed as a thank-you to the referring network.

3

Digital & Community Announcement

Updated website bio/headshots and a ~30-day-out announcement across web, social, and email.

4

Marketing Playbook

Working sessions with Jayme, Dr. Natalie, and Dr. David to build Natalie's playbook (precedent: Dr. Chandler).

Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams2
Key Dates at a Glance

90-day outreach window: Aug 1 – Oct 30, 2026

30 days pre-launch + 60 days post-start

Aug 1

Pre-launch begins — bio/headshots, invite list, first lunches

Aug 31

Dr. Natalie's first day

September

Website live, open house, lunch series continues

October

Remaining intros complete, playbook finalized

Oct 30

90-day window closes; KPI check-in

Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams3
The Top 10

Top referring provider engagement plan

Prioritized from Pensacola Perio's Referral Lab overall rank

#Referring ProviderRef Lab RankFormatHost(s)Status
1Anissa Ottley#1LunchDr. David + Dr. NatalieNot scheduled
2Thomas Lyons#3DinnerDr. David + Dr. NatalieNot scheduled
3Wes Sherouse#4LunchDr. David + Dr. NatalieNot scheduled
4Lance Washburn#5DinnerDr. David + Dr. NatalieNot scheduled
5Ericka Bellard#6LunchDr. David + Dr. NatalieNot scheduled
6Kaitlin Blackburn#7DinnerDr. David + Dr. NatalieNot scheduled
7Paul Quinlan#8LunchDr. David + Dr. NatalieNot scheduled
8Dixie Mobley#9DinnerDr. David + Dr. NatalieNot scheduled
9Scott Booker#10LunchDr. David + Dr. NatalieNot scheduled
10Jay Boatwright#11DinnerDr. David + Dr. NatalieNot scheduled

Source: Referral Lab overall rank (July 2026). Rank #2 on the original list, “Record, Patient of,” reflects direct patient referrals rather than a referring provider and is tracked separately.

Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams4
Pillar 1 · Referring-Doctor Engagement

Lunch & dinner series

Personal introductions before patients see her name on a referral

Format

Small-group lunch or dinner (2–3 referring offices at a time), hosted by Dr. David Williams with Dr. Natalie as guest of honor.

Cadence

~2 introductions per week during pre-launch and the first 30 days post-start — all top 10 providers met within roughly 5 weeks.

Owner

The Practice Team coordinates scheduling and logistics; Dr. David extends the personal invitation.

Talking Points for Every Introduction
  • Dr. Natalie's training, specialty focus, and case philosophy
  • Her start date and how patients/cases can be referred day one
  • Shared CE opportunities and study club involvement
  • An open invitation to the referral appreciation open house
  • A direct line to Jayme Monroe for any onboarding questions
Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams5
Pillar 2 · Referral Appreciation Event

Referral appreciation open house

Welcoming Dr. Natalie — and thanking the referring network that makes Pensacola Perio possible

Recommended timing: 3–4 weeks after Dr. Natalie's start date (mid-to-late September) — enough time for her to settle in while the “new provider” moment is still fresh.

Option A

In-Office Reception

After-hours event at the practice. Lowest cost and easiest to schedule; best if the invite list runs large or informal.

Recommended

Option B · Private Room, Local Restaurant

Elevated feel that matches a “referral appreciation” tone, while staying intimate and easy to manage.

Option C

Offsite Social Venue

Country club or event space. Most memorable option; highest budget and logistics lift.

Planning Checklist  ·  Led by the Practice Team, with Dr. David and Dr. Natalie attending
✓ Venue & catering secured
✓ Invitation list finalized (referring providers + staff)
✓ Invitations sent ~3 weeks out; RSVPs tracked
✓ Signage, photography, thank-you follow-up within 48h
Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams6
Pillar 3 · Digital & Community

Digital presence & announcement

Website, social, and email launch in sync with the referring-doctor outreach

W

Website Update

Collect Dr. Natalie's bio and professional headshots (target: complete 2 weeks pre-launch); publish her provider page with credentials and care philosophy.

A

30-Day-Out Announcement

Public announcement in early August across website, social channels, and the patient newsletter/email — timed with the pre-launch outreach.

E

Referring-Provider Email Campaign

Coordinate so referring offices hear the news at the same time as patients, reinforcing the in-person introductions.

Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams7
Pillar 4 · Marketing Playbook

Marketing playbook development

Precedent: the playbook built for Dr. Chandler last year

A living document capturing Dr. Natalie's positioning, target referral segments, content calendar, and growth benchmarks — built the same way Dr. Chandler's was.

Working sessions bring together Jayme Monroe, Dr. Natalie, Dr. David, and the Pensacola Perio team. Its core engine — the Growth Engine and prospect list — is on the next slide.

Suggested Cadence
  • Kickoff meeting: within first 2 weeks post-start
  • Draft playbook: complete within 45 days
  • Finalized playbook + quarterly review cadence: by day 90
What the Playbook Will Cover
  • Positioning & differentiators for Dr. Natalie within Pensacola Perio
  • Growth Engine & prospect list for expanding referrals beyond the initial top 10 (next slide)
  • Content calendar: website, social, email, CE events
  • Referral growth benchmarks by quarter
  • Review cadence and ownership going forward
Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams8
The Engine Beyond Day 90

Growth engine & prospect list

The repeatable system inside Dr. Natalie's playbook — maintained by Jayme, reviewed quarterly

The top-10 launch gets Dr. Natalie in front of Pensacola Perio's best current referrers. The Growth Engine below is the repeatable system — and living playbook section — that keeps expanding her referral base long after day 90.

1
Identify

Mine Referral Lab + local directories

2
Introduce

Personal outreach: lunch, dinner, office visit

3
Cultivate

CE invites, case updates, touchpoints

4
Convert

First case sent to Dr. Natalie

5
Track

Log volume; feed next round

Repeats continuously — a rolling cycle, not a one-time list

TierWhat It CoversExamples / SourceStatus
Tier 1
Immediate Launch		Top 10 referring providers already in this planReferral Lab ranks #1, #3–#11In progress Lunch/dinner series
Tier 2
Secondary Providers		Next-ranked referring providers, currently lower volumeRichard Leverette (#12), Walter Biggs (#13), Noah Barnes (#14)Growth engine outreach begins Month 2–3
Tier 3
Untapped Prospects		General dentists, oral surgeons, orthodontists & physicians in the area not yet referringReferral Lab data, local directories, insurance panelsOngoing — target 2 new prospects/month
Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams9
The 90-Day Timeline

90-day outreach timeline

August 1 – October 30, 2026

Phase 0 · Pre-Launch
Aug 1 – Aug 30
  • Announcement content & bio/headshot session
  • Invitation list built for lunches + open house
  • First referring-provider lunches begin
  • Playbook kickoff scheduled
Phase 1 · Launch
Aug 31 – Sept 30
  • Dr. Natalie's first day; website goes live
  • 30-day-out announcement push
  • Referral appreciation open house
  • Lunch/dinner series continues; playbook kickoff meeting
Phase 2 · Integration
Oct 1 – Oct 30
  • Remaining top-10 introductions completed
  • Playbook draft reviewed with team
  • KPI check-in vs. targets
  • Thank-you follow-up to referring network
Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams10
Referral & Engagement KPIs

How we'll know the plan is working

KPIBaseline90-Day Target
External Referral Volume~60 per full-time provider (pre-onboarding baseline)~120 combined, once Dr. Natalie completes her 90-day onboarding (Aug 31 – Nov 29)
Top-10 Provider Introductions0 scheduled at plan start10 of 10 completed by end of Phase 1 (Sept 30)
Open House AttendanceN/A70%+ of invited referring offices attend or send a representative
Online Referral VolumeRecent monthly average (see practice analytics)Maintain or increase monthly average through Q4
Marketing PlaybookNot startedFinalized and shared with the team by day 90

Note: the 60→120 referral KPI is measured over the standard 90-day clinical onboarding period starting Aug 31 (through Nov 29) — distinct from the Aug 1–Oct 30 marketing outreach calendar above.

Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams11
Roles & Responsibilities

Who owns what across the 90-day plan

RoleNameResponsibilities
Growth Manager – SpecialtyJayme MonroeDrives the digital campaign, facilitates playbook sessions, and maintains the growth engine/prospect list
Partner DoctorDr. David WilliamsHosts referring-provider introductions, represents the practice at the open house, contributes to the playbook
New ProviderDr. Natalie WilliamsAttends introductions and the open house, supplies bio/headshot content, contributes to the playbook
Practice TeamPensacola Perio staffLeads lunch/dinner scheduling and logistics, leads open house planning and logistics, supports patient communications
Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams12
Immediate Next Steps

Action items to lock in before August 1

1

Confirm Dr. David Williams' availability for the first two weeks of the lunch/dinner series

2

Finalize open house venue, date, and budget (Option B — private restaurant room — recommended by default)

3

Schedule Dr. Natalie's headshot and bio session (target: 2 weeks pre-launch)

4

Set the first marketing playbook working session with Jayme, Dr. Natalie, and Dr. David

5

Confirm the top-10 provider list and outreach owners with Dr. David before lunch/dinner scheduling begins

Pensacola Perio  ·  New Provider Onboarding Plan  ·  Dr. Natalie Williams13
Pensacola Perio  •  New Provider Onboarding

Thank you

Jayme Monroe
Growth Manager – Specialty
jmonroe@sgadental.com
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SPEAKER NOTES