SGA Toolbox / Library / Insights & Reports
DM
Marketing Pinned

Q2 Augusta funnel audit

Phase 1 storefront audit of the Augusta location. Conversion strategy and trust signals scored below network median.

Why this matters
Augusta is bottom-quartile on new-patient yield this quarter. This identifies what to fix first.
Eric Bowers 2 days ago sga-wireframes.pages.dev HQ Marketing
Total reports
47
Pinned
3
Published 7d
12
Contributors
8
Categories
7
Leading
Marketing

Marketing

24 See all 24

Q2 Augusta funnel audit

Bottom-quartile new-patient yield. Three fixes.
Eric Bowers · 2d ago

Smile Like Si — week 6 retro

CPL down 22% vs original projection.
Editor · 9d ago

Meta CTR analysis — implants

Creative variants A/C beat B by 31%.
Amy McNeill · 12d ago

Growth

18 See all 18

Implant lead volume — April

Springfield ID +38% MoM. Smile Like Si lift.
Amy McNeill · 4d ago

PAC by channel — H1

Paid social below organic for the first time.
Eric Bowers · 15d ago

Lead source mix — H1 H2

Programmatic share fell 4pp.
Amy McNeill · 19d ago

Finance

12 See all 12

Insurance mix shift — Q1 vs Q2

PPO down 4pp across SC market.
Amy McNeill · 7d ago

Tax planning reminders — Q2

5 practices on extension; deadline Jun 30.
Sarah Alofs · 11d ago

AR aging — Q1

90+ day balances up at Lawrence and Lebanon.
Sarah Alofs · 14d ago

Brand

9 See all 9

Gen4 brand kit consolidation

62 of 68 kits in repo. 6 still missing.
Eric Bowers · 6d ago

Practice brand audit — Q2

14 practices scored below the bar.
Eric Bowers · 16d ago

Voice and tone refresh

New brand voice doc shipped to all.
Editor · 21d ago

Ops

7 See all 7

Granola: April 1:1 themes

Top three: staffing, hygiene, ops cadence.
Amy McNeill · 13d ago

Hygiene capacity — network

12 practices below 65%. Re-care is the lever.
Amy McNeill · 22d ago

Same-day cancel rate — Mar

Network avg 8.4%. Augusta and Lawrence outliers.
Amy McNeill · 26d ago

Research

5 See all 5

Valdosta competitive scan

3 new pediatric practices opened in Q1.
Amy McNeill · 18d ago

Patient survey — wait time

NPS dropped 6pts at slow-throughput practices.
Amy McNeill · 23d ago

Local SEO landscape — Q1

GBP optimization scores by practice.
Eric Bowers · 28d ago
Sunday, May 11 2 items
Q2 Augusta funnel audit marketing Eric Bowers HQ Marketing 2d ago
Network implant lead volume — April growth Amy McNeill Growth Pod 4d ago
Wednesday, May 7 1 item
Gen4 brand kit consolidation status brand Eric Bowers HQ Marketing 6d ago
Tuesday, May 6 1 item
Insurance mix shift — Q1 vs Q2 finance Amy McNeill Finance 7d ago
Sunday, May 4 1 item
Smile Like Si — week 6 retro marketing Editor HQ Marketing 9d ago
Load 25 more · 39 remaining
Option C · Briefing Room + RailMinimal delta from current build