Everything you need for your first 90 days — your 16-practice book, the growth plays that move the numbers, the people to meet, and every resource in one place.
Advanced Care is SGA’s program for scaling high-value case volume — implants, full-arch and cosmetic — across a book of growth practices. You now own the relationship, the numbers and the growth plan for 16 of them.
The pattern across the portfolio is consistent, and it’s your north star:
A phased plan built around the real state of the book — learn the system, put out the acute fires, then drive the portfolio plays.
Learn the book & the system
Stabilize the fires & own the cadence
Drive the portfolio plays
Clean, current knowledge base for each of your 16 practices, built from the master Command Center. Click any practice to expand.
Six plays repeat across the book — fix these and the portfolio moves. Below them, the single highest-priority action per practice.
Top-of-funnel is strong across the book, but the money leaks mid-funnel. Contact rate sits at ~26% (Troy), ~20% (New Horizons) and ~32% (Innovative) against a 60% target — and at New Horizons and Troy it isn't even surfaced in reporting. Get it onto every practice scorecard first; it's the single most-repeated failure across the portfolio.
Large-case closing rests on a single stretched person at Peak (Amanda), New Horizons (Sara) and Troy (Erin). When that person is pulled onto other duties, revenue collapses — June at New Horizons went to ~0 treatment starts overnight. Stand up the shared setter / call-center model (the ~$2K/practice/mo in-house concept) and build numbers-driven staffing cases, since SGA grants zero headcount without data.
PCCD, Troy and New Horizons are all mid-migration. Consolidating Go High Level into a single SGA-owned instance unlocks portfolio-level benchmarking and ends the CRM-vs-ad reporting gaps that hide real performance.
Two structural bets are in flight portfolio-wide; migrating paid media to 829 is one of them. Sequence the onboarding so no practice goes dark during the hand-off from Progressive Dental / incumbent buyers.
Meta instant-form lead quality is weak in several markets — PCCD's MPS page converts <1%. Where that's true, move to CRO'd site-based forms and reconcile the CRM-vs-ad reporting gaps (PCCD Mountain View: 10 sourced leads vs 2 CRM bookings; New Horizons office calls invisible).
Proceed Finance was cut; Cherry is working at Troy. Roll a reliable financing stack (Cherry + a small-ticket option like Sunbit) across the book so closers aren't improvising on every large case.
Send Jon the month-over-month KPI table template so the numbers-driven case for a dedicated setter gets built — the practice runs 1:1 on Sara's availability and SGA won't approve headcount without the data.
Re-enable online scheduling (Neurality/EagleSoft is finally fixed) and force the dedicated-setter decision with Brendan — Amanda is the sole closer across all three AZ locations.
Close the 26%-vs-60% contact-rate gap: stand up the AM / Implant-Director hire and confirm the Power Dental lab trial to lock ~$3K/arch savings.
Cover missed calls through the July 31 TC resignation and fix the Los Altos phone-tree routing (lines 4001/4002) with Pure Logic before leads fall through.
Decide when to fund Dr. Down's expanded surgical schedule without burning out Grant — and get Shelby's Meta invoices to AP by July 31.
Start at the top of each group. The single-closer contacts (Erin, Amanda, Sara) are relationships to protect from day one.
Owns the AC thesis and the book. Start here: priorities, guardrails (zero-headcount rule), and how Advanced Care operates inside SGA.
Executive sponsor for Advanced Care. Understand the growth mandate and how AC ladders to company goals.
Oversees Peak Family Dental. Your ops counterpart for the Arizona cluster and the Amanda single-closer risk.
PCCD (Los Altos + Mountain View) operations — phone-tree, TC coverage, scheduling.
Regional support and doctor liaison for the Gen4 practices (New Horizons).
20 years with New Horizons — institutional knowledge on Salina and the Minneapolis market.
Full-arch clinical + lab expertise (introduced Power Dental Studio). Lean on for arch economics.
P&L, cost breakdowns, and the numbers you need for staffing business cases.
Attribution and perio referral plumbing across the portfolio.
Owns key Google Ads assets (e.g. Dakota Dental Smart account) — access path for paid search.
Paid media + GHL/Lead Connector + Vibe reporting for New Horizons and Minnesota. Your data source for those KPIs.
Day-to-day for both PCCD locations; Ben leads their paid-search team.
Riverside, Wagner and Peak media. Vlad supports on paid.
Incoming paid-search/linear buyer for Innovative and Ressler — the portfolio migration partner.
Implant lead CRM for Innovative (and referenced at Troy).
Incumbent paid + SEO at Troy (migrating to 829). Get the historical KPI baselines from her.
Highest-volume implant funnel in the book; Erin is the single closer to protect.
~13x ROAS at ~40 arches/mo. The surgical-capacity vs. burnout decision runs through them.
Cosmetic flagship; coordinate through Karina/Susy and Wondrous.
Three AZ locations, one closer. The dedicated-setter decision is the priority.
The acute fire: performance tracks Sara 1:1. Build the staffing case.
High-volume, lower-price arch practice; avoid cannibalizing sister practice JDS.
Referral-based specialist; mid-rebrand away from the legacy name. Reputation-repair project.
Curated dashboards, decks and playbooks for the Advanced Care book. Items marked 🔒 require a login (see Access & Credentials).
This hub is on an open link. Live passwords are intentionally not printed here — publishing them on a public page would defeat the gating on those dashboards. Usernames and where each secret lives are documented below; get the actual passwords from Dakota (or your shared password manager). If you’d rather this hub be password-gated with the secrets embedded, that’s a one-line change.
| System | URL | Username | Password | Notes |
|---|---|---|---|---|
| Practice Command Center | bf-practice-command-center.pages.dev | dakota | Shared privately — ask Dakota | Basic Auth. Master 16-practice KB + tasks. |
| PCCD — GHL Lead Report | sga-pccd-ghl-report.pages.dev | pccd | Shared privately — ask Dakota | Basic Auth. Weekly lead/stage dashboard. |
| SGA Intranet / Task Manager | Ask Dakota for current app URL | Your SGA identity | Microsoft SSO (provisioning in progress) | Company request/task engine. |
| GHL / Grow Dental Vibe / Dental Intel | Per practice | Held by agency / practice | Request via the agency contact | Vendor dashboards — access granted per practice. |