Advanced Care Growth Studio
This quarter we laid the foundation for healthy Advanced Care growth: we hired our Director, moved practices onto CRMs we own, and built full-funnel ROI visibility. With real data in hand, we cut spend that was not paying back, moved budget to what is, and built a funded case to scale implants and full-arch where the demand already exists.
What we did, by initiative
Paved the foundation for healthy Advanced Care services
Hired our Director of Advanced Care, migrated CRMs, and built full-funnel ROI visibility from first lead to closed case. Why: we cannot grow what we cannot see or staff.
Brought measurement and media in-house
We now own the CRM and far better reporting. Budget moves between channels on ROI, and we are exiting legacy agencies that cost Troy about 30% of its purchasing power. Why: every dollar is now ours to steer.
Cut and right-sized wasted spend
Ressler paid media cut from $35K a month in June to $15K in September. Peak turned off a segment running in the red (Google Ads spend down 25%). Nashville shifted spend off Google running at a loss to Meta returning 2.5x. Why: stop paying for leads we are not getting.
Built the Advanced Care investment case
$526K across New Horizons, Peak and MainStreet, modeled to $2.9M in incremental Year-1 revenue with payback inside the year. The lever is financing and case acceptance, backed by a dedicated setter. Why: the demand is already ours.
Opened new growth ramps
Activated SMS outreach and systematic sales follow-up, optimized practice websites, and stood up paid-media reporting that ties every dollar to a result. Why: convert more of the demand we already pay for.
What we did, by practice
| Practice | Q3 (July to September) | October |
|---|---|---|
| Specialty | ||
| Troy Family Dental | Migrated onto our own CRM in August, improving pipeline quality and follow-up while battling agency underperformance. | Built accountability reporting showing agency spend up 23% while leads fell 16%. Exiting legacy agencies that cost about 30% of our purchasing power, which will meaningfully improve funnel performance. |
| Innovative Dental | Maintained north of 10x ROI across marketing channels while stabilizing and slightly improving the ortho funnel. | Preparing to expand consult and arch capacity for Dr. Downs, opening a path to meaningfully grow the implant pipeline. |
| Ressler Dental | Cut paid media from $35K a month in June to $15K in September, part of a reduction from $40K a month earlier in the year. | No new changes. |
| Riverside Dental | Not yet engaged. | Stepped in to actively manage their marketing for the first time, focused on optimization. |
| SGA West | ||
| PCCD Los Altos and Mountain View | Stepped in at the end of June with Google Ads near zero (under 2% conversion) and opened branded targeting, lifting Google Ads leads from under 30 a month to more than 130. | Improving the cosmetic funnel and moving off underperforming agencies. We can now reallocate budget between channels to optimize ROI. |
| Peak Family Dental | Turned off a paid segment running in the red. Google Ads spend down 25%, from $12.9K in June to $9.6K in September. | All three: transitioned media to 829, a best-in-class media provider. Stephen is actively involved in improving each practice's sales pipeline. |
| New Horizons | Created a new setter/TC follow-up workflow, cutting speed to lead from 5 days to under 24 hours. Built the Advanced Care investment case. | |
| Dakota Dental / MN Surgery | Stood up baseline GHL reporting and speed-to-human tracking. | |
| Wagner Dental | Onboarded a new paid media vendor and meaningfully improved general dentistry paid media performance. | With the RODs, raised the marketing budget $3K to grow new patients now that the admin team is stable. Preparing a cosmetic launch for late 2026 or early 2027. |
| Artistry in Dentistry | No new changes. | Full-funnel ROI reporting live; we can now reallocate budget between channels to optimize ROI. |
| Allure Dental | No new changes. | Exploring a potential implant program as we transition off Wonderist. |
| SGA East | ||
| Nashville Aesthetic | Built Dr. Wells' channel report and growth win plan. | Full-funnel ROI reporting live. Shifted spend off Google, which was running at a loss, to Meta returning 2.5x. |
The one approval we need
Approve the Advanced Care investment (New Horizons, Peak, MainStreet): $526K modeled to $2.9M in incremental Year-1 revenue, with payback inside the year.
Everything else above is already approved and in motion. No other decisions are needed.