Weekly Marketing Check-in

Troy Family Dental
& SGA, together

Week of April 13–19, 2026 · Two pipelines: Website (GP) + Dental Implants

SGA Dental Partners · Growth Team
Prepared April 21, 2026 · Confidential
Agenda
45-Minute Weekly Standing · April 21, 2026

What we'll cover together

This is a working session. The goal is to make sure you have what you need to catch the volume coming in.

01
April At A Glance
How both pipelines are shaping up mid-month.
02
GP vs. Implant
Two pipelines, tracked separately. What each is doing.
03
Implant Sales Are Baking
Where April implants are in the pipeline — sales take time.
04
Bright Line Check-in
Our call-center partner — how they're performing for you.
05
Your Voice
Enough swings? Is Bright Line enough? What do you need?
06
What We're Building For You
SGA commitments over the next 30 days. More in the hopper.
SGA × Troy Family Dental
02 / 10
01 · April At A Glance
The Shape Of The Month So Far
April is on pace for the highest lead volume of 2026.
Our focus is making sure you're set up to catch it.
Total Leads MTD
194
GP 24 + Implant 170 · projecting 306 full month
Implant Show Rate
84%
16 of 19 held · well above 50% target
GP Sales Closed
2
$2,515 in GP revenue from Website leads
Implant Sales Uploaded
0
16 in the chair · pipeline is still baking (see slide 6)
What This Means
Volume is strong across both pipelines. GP is closing. Implant is in flight — sales from this world take weeks to finalize. Nothing in this snapshot is a red flag for the practice.
What We're Doing This Week
Digging into implant pipeline visibility, checking in with Bright Line on call coverage, and pushing the paid agency for spend data. None of this is on your plate today.
SGA × Troy Family Dental
03 / 10
02 · Two Pipelines
GP vs. Implant · Tracked Separately · April MTD
Two pipelines with very different economics. Both are moving.

Website leads are general-practice (GP) — smaller ticket, same-week close. Implants are long-cycle, high-value, and uploaded separately.

Pipeline A · Website
General Practice (GP)
24 leads · closed same month · $1,257 average case
Leads
24
Booked
2
Showed
2
Closed
2
Revenue MTD: $2,515. 100% close rate on shown appointments. GP flow is working end-to-end — short cycle, predictable.
Pipeline B · Dental Implants
Implants
170 leads · long-cycle · cases close weeks after consult
Leads
170
Booked
19
Showed
16
Uploaded Sales
0
Revenue MTD: $0 uploaded. 16 patients have been in the chair — sales from this pipeline typically take weeks to finalize. Next slide shows exactly where they are.
What This Means
Two different games. GP is working. Implant is mid-flight. Reporting them side-by-side starting now so the story is clear to everyone.
SGA Commitment
We're splitting these pipelines in every weekly report going forward. No more blending the numbers.
SGA × Troy Family Dental
04 / 10
02 · Implant Volume
Weekly Implant Leads · Last 12 Weeks
Last week was the biggest implant lead week of 2026 — 73 leads.
Implant leads specifically (separated from GP) over the last 12 weeks. Week of 4/13 broke a long stretch in the 30–55 range.
Good newsPlenty of swings. You're getting real at-bats, and the volume is trending up, not down.
Watch with usThe practice needs capacity downstream (consult time, follow-up time) to keep up with this pace. We want to know if anything is getting tight.
What This Means
The top of the funnel is delivering. Paid media (agency) is doing its job. Our job now is to make sure the whole system can scale with it.
Open Question
Are you feeling the pressure of this volume? Is there anything on your side that needs more capacity? (Front desk, consult slots, anything.)
SGA × Troy Family Dental
05 / 10
03 · Implant Sales Baking
Where Implant Sales Live Before They Close · 2026
Implant sales take weeks to close. Here's exactly what's still in motion.
Across 2026, 81 patients have shown for implant consultations. 12 have been logged as closed. That leaves 69 still somewhere in the pipeline — some will close, some won't, some just need to be entered.
In motion right now (April)2 patients in "Treatment Planned" · 14 in "Appointment Scheduled" · 32+ in active follow-up cadence (1st–3rd day, follow-up, form fills)
A question, not a judgmentIf any March consults signed treatment plans that haven't been uploaded yet, that's worth catching up on. We'd love a quick walkthrough of what's still live.
What This Means
"Zero April implant sales" is not the full story. Real patients are in real stages. We just need a shared view of what's baking.
SGA Commitment
We'll build a weekly implant pipeline tracker for you — one page showing every open consult, what stage it's in, and what action is next. Target: first version by next Monday.
SGA × Troy Family Dental
06 / 10
04 · Bright Line
Our Call-Center Partner · Not A Practice Metric
Bright Line is reaching about 1 in 5 implant leads. We want to know if that's working for you.
Implant contact rate is a Bright Line performance number — they handle first-touch on implant leads. This is ours to manage with them, not something the practice team owns.
What we seeContact rate held 55–73% through October 2025. From November on, it dropped and has sat at 21–28% for 5 straight months. Something changed on their side.
Week of 4/13Call abandon rate spiked to 19.4% (vs. ~10% trailing). Worth asking Bright Line if their coverage wavered, or if it was a one-week staffing issue.
What This Means
If Bright Line is the constraint, we need to fix the SLA with them — or consider whether they're still the right partner. Your read from the front desk matters here.
SGA Action
We're scheduling a performance review with Bright Line this week. We'll bring your observations into that conversation.
SGA × Troy Family Dental
07 / 10
05 · Your Voice
The Questions We Need Your Honest Read On
Three questions. Your answers shape what we build next.

The data on the previous slides is what we see. What you see on the floor matters more. We're here to support — whatever's in the way, tell us.

Question 01
Are you getting enough swings?
Volume is up — last week was 73 implant leads, the biggest week of 2026. We projected 306 total leads for April.

From your view:
· Does that feel like enough at-bats?
· Is the lead quality where it needs to be?
· Are you seeing the right kind of patients — ready to book, ready to hear about treatment?
· Too many? Too few? Just right?
Question 02
Is Bright Line doing enough?
Bright Line handles first-touch on implant leads. They're at 21% contact rate and had a 19% call abandon spike this week.

From your view:
· When Bright Line hands a patient off, are they ready for a consult?
· Are there holes in their coverage you've noticed — bad hours, bad days, rushed handoffs?
· Are they qualifying patients well, or are a lot arriving confused?
· Anything you've asked them to fix that hasn't been fixed?
Question 03
What do you need from us?
This is the most important question on the slide.

From your view:
· What's on your plate that we could be taking off?
· What reporting would actually be useful (not just "more data")?
· What's breaking or annoying that you've been living with?
· What's one thing that, if we fixed it in the next 30 days, would matter?
SGA × Troy Family Dental
08 / 10
06 · Paid Media Roundtable
Our Paid Agency · Not The Practice's Lane
Paid media lift is the agency's to explain. Spend data is the biggest gap in this report.

The agency runs paid. Any wins on that side belong to them. We're pushing for visibility into spend so we can tell you what's actually working — not guess.

What we see
Volume is up — that's paid-driven
  • Google Ads call volume: Nov 42 → Mar 237. Scaling hard.
  • Facebook calls went from 0 pre-November to 22 in April MTD.
  • April is projecting a 2026 lead-volume record.
  • Top-of-funnel is clearly working on their side.
What we can't see
The dollars behind the volume
  • Ad spend by channel — Google, Meta, OTT, any others.
  • CPL by campaign and by week.
  • ROAS — without spend, we can't compute it.
  • Which creatives are driving the April spike?
  • What was paused, launched, or reallocated this month?
What we're asking for
Spend feed into this report by May 1
  • Weekly spend feed — Google + Meta at minimum.
  • CPL by source for the last 4 weeks.
  • Creative performance — top 3 working, bottom 3 not.
  • Agency's pause/scale recommendations for the next 2 weeks.
What This Means For You
Nothing on this slide requires action from the practice. We're fixing the reporting on our side so what you see each week actually tells the full story.
SGA Commitment
Spend feed live in this report by May 1. Owner: SGA Marketing Ops + the agency.
SGA × Troy Family Dental
09 / 10
07 · What We're Building
SGA Commitments · Next 30 Days
What we own, what we're asking of you, and what's coming.

Most of this list sits on SGA. Two small asks of the practice — flagged clearly — to help us see the full picture.

#What We're DoingOwnerTargetWho
1Implant pipeline tracker — one-page view of every open consult, stage, and next step. So we all see what's baking.SGA Marketing OpsApr 28SGA
2Bright Line performance review — cover the contact-rate break and week-of-4/13 abandon spike. Your feedback goes in.SGA GrowthApr 25SGA
3Paid media spend feed into the weekly report — Google + Meta at minimum, CPL by source.SGA + AgencyMay 1SGA
4Split GP vs. Implant in every future report — no more blended numbers.SGA GrowthNext weekSGA
5Small ask: when a treatment plan gets signed, log it in GHL — so baking sales don't look like missing sales.TFD front deskOngoingTFD
6Small ask: 2-minute pulse each Monday on lead quality + Bright Line handoffs. We'll send the prompt.TFD + SGAWeeklyBoth
MORE IN THE HOPPER — We have additional support coming online over the next 30–60 days — more tooling, more visibility, more ways to offload busywork from your team. We'll share specifics in next week's check-in once they're ready to commit to.
SGA × Troy Family Dental · Growth Team
10 / 10
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