As part of our internal transition into One Org, we are broadening the SGA Advanced Care division. Two work streams run in parallel: I step in as primary account manager on the first Advanced Care practices so they move off your plate, and we build out the Advanced Care Playbook (GoHighLevel, a new sales consultant, and reporting).
I take day-to-day now. You support with budgets and inbound through the first 30 days, then drop out fully and I run forward. Near term, everything stays business as usual.
The first practices moving into Advanced Care, with me as primary account manager. Three confirmed; two potential, pending a handoff from their current manager.
| Practice | Current manager | Status | Note |
|---|---|---|---|
| New Horizons | Jenn | Confirmed | Picking up now. |
| Peak Family Dental | Jenn | Confirmed | Picking up now. |
| PCCD | Jenn | Confirmed | Confirm which locations are in scope. |
| Wagner | Kelly | Potential | Confirm fit and handoff timing with Kelly. |
| Dakota | Jayme | Potential | Confirm exact practice and handoff timing with Jayme. |
Runs in tandem with onboarding.
| Component | What we are doing |
|---|---|
| GoHighLevel rollout | Stand up our GoHighLevel instances, aggregate them, and roll them out across the Advanced Care practices. |
| New sales consultant | Bring on and onboard a dedicated sales consultant for the vertical. |
| Reporting | Near term: automate as much ROAS reporting as we can per practice. Long term: an automated BI tool across the entity and the org. |
A staged handoff, not a hard cutover. Key points:
The Transition rows are the practice-facing version that goes out next week. The Playbook rows are internal.
A starter read so we are calibrated before the handoff calls. I seeded the cells we have real signal on; the rest are yours to set. Adjust anything that does not match how you see it.
| Practice | Office | Marketing | Sales | Agency | Full Arch | GP |
|---|---|---|---|---|---|---|
| New Horizons | TBD | Needs Work | TBD | Strong | Needs Work | Critical |
| Peak Family Dental | TBD | Needs Work | TBD | Strong | Needs Work | Needs Work |
| PCCD | TBD | Needs Work | TBD | TBD | TBD | TBD |
| Wagner (potential) | TBD | TBD | TBD | TBD | TBD | TBD |
| Dakota (potential) | TBD | TBD | TBD | TBD | TBD | TBD |
Legend: Strong Needs Work Critical TBD = your read
Seeds come from the New Horizons + Peak paid-media / CRO audit (May 29). Agency reads Strong because the structure is sound (OM Marketing on GP, Grow Dental on implants, no vendor change needed); the open items are execution. New Horizons GP reads Critical because the general-practice entity is not mapped to a Google Ads account and is not running paid. Office and Sales health, PCCD beyond marketing, and both potential practices need your input.
On our first sync, walk me through your read on Office and Sales for each, and correct anything above. If you want me to take a fuller first pass across every cell first, say the word and I will.
A block per practice for whatever you want to pass along: status, reporting links, agency POCs, and anything in flight. I will work from these.
Suggested opener for you to send. Introduces the Advanced Care broadening and me as the primary point of contact.
Hey everyone,
As part of our internal transition into One Org, we are broadening our Advanced Care division.
Advanced Care is SGA's vertical for our higher-achieving practices: the ones built around cosmetic and full-arch (All-On-X) dentistry and a more advanced direct-to-consumer marketing playbook. As we broaden it, we are aligning these practices under a more focused team and a shared playbook so we can put more behind your growth.
With that, I want to introduce Dakota Milner, our VP of Grow for Advanced Care, as your primary point of contact moving forward. Dakota will be joining our agency calls and doctor calls and running point on marketing initiatives and any inbound requests, so please loop him in going forward.
Nothing changes day to day. For the near term it is business as usual, and I am not going anywhere. I will stay copied on our communication as Dakota gets up to speed, so keep us both on the thread.
Dakota will say a quick hello on our next call. Thank you all for the continued partnership.
Best,
Jenn Freemyer
SGA Dental Partners