SGA Growth · Techstack · July 2026

GoHighLevel — Phase 1 Launch Plan

10 general-practice pilots with Grow Dental — one verification office live by July 18, remaining nine paced through July 24. Two-office specialty track launches by August 15; a 5-office Set Mode training beta runs in parallel.

Source workbook: ghl-general-round1.baseline-2026-07-10-v3 · SOW dated 2026-07-15, amendments pending Grow acceptance

Commercial Frame

The Deal & the Guardrails

10 × $299

General-practice pilots via Grow Dental — Month 1 one-time setup fee. Nothing beyond Month 1 is authorized under this SOW.

9 on HOLD

Named backups in the workbook — activated only if a priority location falls out. Not part of the spend.

2 × 3-mo

Specialty offices (Amelia Island + Beaches Periodontics) on the full 3-month engagement including PRD training.

POSITION STATED TO GROW — GP scope is Month 1 setup + website form capture only. Any continued engagement — additional training months, A2P/texting, deeper attribution plumbing — is a Week-8 decision and a separate proposal, not a default.

Grow SOW executed by Christian 7/15; Amy holding countersignature pending 4 amendments (pace, fee scope, phone tracking, Set Mode Beta as separate SOW).
Agency API token working in Claude Code — one office live for verification, then pace the remaining nine.
No additional specialty offices planned until September.

Launch Calendar

Four Dates Carry Phase 1

Fri 7/18

Verification office live
1 GP location, silent mode
Amy + Grow walk it end-to-end

Mon 7/20

Specialty meeting
Review plan for the two perio offices

Fri 7/24

Target: all 10 GP live
Remaining 9 paced through 7/24, subject to Wave 1 outcome

Fri 8/15

Specialty live
Amelia Island Perio
Beaches Perio

Verify one, pace the rest

One office live by 7/18. Amy + Grow walk it end-to-end on a live call. Remaining nine roll only after Wave 1 pipeline is confirmed.

Website placement

Once Grow shares the code, Amy coordinates with Don/Wyatt for pixel install or form replacement per the CMS split.

After 8/15

No additional specialty offices until September. GP Wave 2 waits on the Week-8 readout.

Wave 1 · Verification office by 7/18

Start Where the Media Spend Is

PRYRFDTNDD · TN

Pryor — Lebanon

pryorfamilydentistry.com · WordPress + Elementor
Integration: GHL pixel
Neurality Active · scheduler not yet live on site
PeerLogic Yes · (615) 444-7999

SCO-FL · FL

Smile Center Orlando

smilecenteroforlando.com · WordPress + Divi
Integration: form replacement
Neurality Active · scheduler not yet live on site
PeerLogic Yes · (407) 678-8848

Verification-first, not race-to-two: SGA elects one of these two as the verification office to launch by 7/18. Amy + Grow walk it end-to-end on a live call. Once the pipeline captures, tags, and routes leads correctly, the second office and the remaining eight roll through 7/24.

Roster · Batch 1

The Priority 10 — General Practices

Practice	Code	St	CMS	Integration	Neurality	PeerLogic	Wave
Pryor — Lebanon	PRYRFDTNDD	TN	WP + Elementor	pixel	Active	Yes	7/17
Smile Center Orlando	SCO-FL	FL	WP + Divi	replace-form	Active	Yes	7/17
Benner Townsend Dentistry	BTD-GA	GA	WP + Divi	pixel	Active	Yes	7/24
Lake Shore — Saint Cloud	LAKEDCFLDD	FL	WP + Other	replace-form	Active	Yes	7/24
Peach Family — Fort Valley	PCHFDGGADD	GA	WP + Divi	pixel	Active	Yes	7/24
Smile Gulf Coast	SGC-MS	MS	WP + Divi	replace-form	Inactive	Yes	7/24
Southern Oak Dental Conway	SOAKCOSCDD	SC	WP + Divi	replace-form	Active	Yes	7/24
Ways Station	HIGHDTGADD	GA	WP + Divi	replace-form	Active	Yes	7/24
Main St Family Dental — Lexington	PALMCDSCDD	SC	WP + Divi	TBD	Active	Yes	7/24
Belfast	BELFSTGADD	GA	WP + Divi	TBD	Inactive	Yes	7/24

Belfast is a crosswalk placeholder — EIN / legal entity / GBP pending Scott. Neurality active on 8 of 10; all 10 live on PeerLogic.

Bench

Backups — Named, Priced at $0, All on HOLD

Practice	Code	Legacy	St	Neurality	PeerLogic	Hold Reason / Note
Lake Mary — Lake Mary	LKMARYFLDD	SGA	FL	Inactive	Yes	New site launches August
Oakwood	OAKSMLGADD	SGA	GA	Active	Yes	New site launches August
ACD Westport	WSTPRTKSDD	Gen4	KS	Active	Yes	—
Clay Center Family Dental Care	CLAYFDKSDD	Gen4	KS	Active	Yes	—
GDG Gage Center	GAGEDGKSDD	Gen4	KS	Inactive	Yes	—
Heritage Dental Associates	HERITGUTDD	Gen4	UT	Active	Yes	Scheduler already live
Liberty Family Dental	SPH	SGA	GA	Active	No	Mid-rebrand (ex-Spinnaker); not on PeerLogic
Rock Hotel Dental	RCKHTLUTDD	Gen4	UT	Inactive	Yes	—
Wyoming Dental	WYOMNGMIDD	Gen4	MI	Inactive	Yes	Phone sourced from website (crosswalk blank)

A backup activates only if a priority location falls out of Batch 1. Workbook v3 lists 9 backups (cover email referenced 10).

Specialty Track

Two Perio Offices, Full 3-Month Engagement

DAP-FL · Fernandina Beach FL

Amelia Island Periodontics

ameliaperio.com · WP + Elementor · pixel
Neurality Inactive · PeerLogic Yes

DFP-FL · Jacksonville Beach FL

Beaches Periodontics

beachesperiodontics.com · WP + Elementor · pixel
Neurality Inactive · PeerLogic Yes

Why 3 months

Engagement includes training with the PRD — the point is capability, not just capture
Plan review meeting Mon 7/20
Launch by Fri 8/15
No additional specialty offices until September

Attribution caveat: both offices share the same Dr. Field–brand Facebook and Instagram pages. Social clicks cannot be separated by page — per-office attribution must come from UTMs, landing URLs, and tracked phone lines.

Parallel Track · Requested via Amendment 4

Set Mode Training Beta — 5 Offices, 90 Days

The Beta

5 SGA practices selected by Amy + Dakota
Weighted toward implant-heavy offices (higher-value cases → clearer training ROI)
All 5 already on PeerLogic so pre/post call analytics measure the training effect
Participants: doctor + office manager + phone-handling staff
90-day commitment aligned to Grow's Set Mode training material

Why Implants First

Higher case value → more on the line per call
Training principles trickle down to general calls
Cosmetic material lands later this week — can add cosmetic vertical once ready
Avoids GP pushback (offices are already stretched integrating other platforms)

Engagement Lever

Most-improved office competition — winner gets a trip / comparable prize
Prize structure defined by Grow
Everyone is stretched — the competition is what gets real participation

Not part of the $299 GP pilot. Materially different engagement (training vs. lead capture). SGA has requested a separate SOW from Grow via Amendment 4 to the 7/15 SOW — fees, deliverables, and start date defined in that document.

Attribution · Last-touch model

One Taxonomy — 14 Channel Tags

Tag	Source event	Status / note
website-form	GHL pixel / replaced form	Primary pilot metric
phone-ghl-number	HL tracking # → PeerLogic office line	Native HL analytics
gbp-map	GHL native GMB integration	Drops Yext dependency
google-organic	UTM / referrer	Needs UTM discipline
social-organic	UTM on posts	PromoRepublic UTM setup
google-ads / meta-ads	GHL native links + phone match	API conversion tracking restricted (medical/dental)
yelp · direct · referral	Referrer / manual	Referral = front-desk workflow
website-chat	Neurality webhook	No webhook today — change order
neurality-booknow	Neurality webhook	No webhook today — UTM report ~7/29
other	Unmatched fallback	Target <5% of total

Attribution rule

Last-touch. Per Grow, standard for dental — avoids multi-touch complexity the exec audience isn't asking for.

website-form = the number Amy reports at the 30-day pull
phone-ghl-number replaces phone-peerlogic — HL # forwards to PL office line, HL tracks natively
2 chat/booking tags won't fire during silent-mode pilot (Neurality webhook = separate change order)
Every tag joins to SGA systems by Paylocity Code in the payload

Health check: if the "other" bucket exceeds 5%, attribution is leaking and the taxonomy gets revisited before Wave 2.

Pre-Launch Diligence · Post 7/14 & 7/15 Calls

Vendor Questions — What's Actually Open

Neurality (6 → 2 open)

Still open:

Which data is PHI (Phase B / BAA) vs. aggregate counts (Phase A)?
Per-practice data isolation, or group-scoped feed?

Resolved 7/15: No webhook today (Neurality "looking into it"); export is email-based, 5-10 min, custom date ranges work; UTM source-per-location report ~7/29; bookings data ownership discussed but not documented.

PeerLogic (5 → 0 open)

Not needed — Grow's HL-tracking-number model bypasses PL webhook entirely.

Resolved 7/14 (approach): HL provisions one tracking number per pilot location, forwards to PL office line, HL tracks + analyzes + records natively. Kills the per-call-webhook / caller-ID / outcome-tagging questions. PL Domain enrollment gap becomes irrelevant.

Grow Dental / GHL (4 → 1 open)

Still open:

Revised proposal reflecting Amendments 1-3 (pace, fee scope, phone tracking in D2)

Resolved 7/14: Snapshot workflow to SGA ingest confirmed; UTM + Paylocity Code payload confirmed; sub-accounts pre-loaded; silent mode routing to Grow QA inbox confirmed. Amy still to confirm ingest endpoint URL with Mike Fetrow.

Execution · Post-Amendments

Week-by-Week Plan

When	Milestone	Owner	Note
Wk 1 · 7/14	SOW amendments sent to Grow; Amy holds countersignature	Amy	4 amendments: pace, fee scope, phone tracking, Set Mode SOW
Wk 1 · 7/14	Confirm intranet ingest URL with Mike Fetrow	Amy	marketing.ghl_webhook_events has zero rows — endpoint may not be deployed
Wk 1 · 7/15	Neurality vendor call complete; chat widget code to Grow	Amy	No webhook today; UTM source-per-location report ~7/29
Wk 2 · 7/18	Verification office live in silent mode	Grow + SGA	1 GP location, Pryor or Smile Center Orlando; live-call walkthrough
Wk 2 · 7/18	HL tracking numbers provisioned + forwarded to PeerLogic office lines	Grow	Per Amendment 3 to the SOW
Wk 2-3 · 7/24	Remaining 9 GP locations paced through 7/24, subject to Wk 2 outcome	Grow + SGA	End-to-end form test on all 10; silent mode, Grow QA inbox routing
7/29 (est)	Neurality UTM source-per-location report available	Neurality	Interim path until webhook change order priced
8/15	Specialty launch — Amelia Island + Beaches	Combined	3-month engagement incl. PRD training
Parallel track — Set Mode Training Beta (separate SOW requested via Amendment 4)
Wk 2	Amy + Dakota select 5 implant-heavy PeerLogic offices for Set Mode beta	Amy + Dakota	Doctor + OM + phone staff, 90-day commitment
TBD by Grow	Set Mode beta kickoff (5 offices, 90 days, competition mechanic)	Grow	Start date defined in separate SOW
Week-8 gate
Wk 8 · ~9/1	30-day data pull + SLT report	Amy	First lead-count answer to the CEO
Wk 8 · ~9/1	Pilot readout + Wave 2 decision	Amy + Grow	Expand / Deepen / Restructure / Conclude

Risks & Decisions

Open Items & the Week-8 Gate

Grow revised proposal pending. Awaiting Grow's countersignature of Amendments 1-3 and revised proposal reflecting Month 1 setup scope, softened pace, HL-phone-number model in D2.

Set Mode Beta SOW pending. Requested via Amendment 4 — 5 offices, 90 days, implant focus, competition mechanic. Not commingled with the $299 GP pilot.

Ingest endpoint unverified. marketing.ghl_webhook_events has zero rows — confirm with Mike Fetrow before Grow builds the snapshot workflow.

Neurality webhook = not launch-ready. Interim path: UTM source-per-location report ~7/29. Full webhook plumbing = future change order. 2 of 14 channel tags won't fire during silent-mode pilot.

Belfast is a placeholder. Not in the Master Crosswalk — EIN, legal entity, GBP pending Scott. Launches with the 7/24 pace only if resolved.

Week-8 Decision Gate

The 30-day pull and SLT report force one of four outcomes:

Expand — Wave 2 general practices with Grow
Deepen — keep the 10, migrate to office-facing use
Restructure — revisit the integration model
Conclude — end at 10 × $299 with the lead-count question answered

The pilot is priced so that every one of these is an acceptable outcome.