Confidential · Prepared for Riverside Dental

Riverside Dental SGA Dental Partners

A full‑stack growth engine for Riverside.

Replicating the full‑stack growth engine we've run across 10 other high‑performing large practices in the SGA network.

Marketing Program Overview

01/ 06

Chapter 01 · Infrastructure

Funnel · Ownership · Tech

The patient funnel, who owns it, and the stack behind it.

One view across stages, team roles, and the tech that powers each step — so every lead has a clear path from ad to closed case.

Patient Stage

Customer profiles — high‑trust smile rehabilitation.

Full‑arch, full‑mouth, and implant cases live and die on emotional trust. These are the three profiles we build messaging around.

01

Family Advocate

Urging a family member into a dental implant procedure.

Difficulty convincing their family member

10

Uncertainty finding a trustworthy specialist

9

Concerns about long‑term durability

8

Anxiety about possible complications

7

Concerns over high upfront costs

6

Overwhelming amount of information

5

What matters most A trustworthy specialist they can hand their loved one off to — with clear proof the outcome lasts.

02

Recovery Patient

In addiction recovery — bad teeth from past drug use.

Overwhelming embarrassment

10

Fear of being judged

9

Fear of relapse triggers

8

Financial pressure

7

Concern about longevity

6

Anxiety over commitment

5

What matters most A judgment‑free room — empathy first, clinical second. Cost is a concern, not the barrier.

03

Prior Bad Dental Work

Has had bad dental work done — looking to start over.

Lack of real expertise

10

Looming possibility of failure

9

Inconsistent opinions

8

Insufficient reassurance

7

Hidden costs

6

Overcomplicated explanations

5

What matters most Deep expertise and transparent communication. Credentials + proof are the only currency that counts.

“

I'm honestly scared to go to the dentist because I'm terrified they'll look at my teeth and just see my past. I know how bad they look, and I'm so worried they'll judge me for it or treat me differently once they find out about my history. It's like I can't shake the feeling that they'll be thinking, ‘Well, this is what drug use does,’ and I'll just end up feeling even worse about myself.

Persona 02 · Recovery Patient

Customer Profiles · High‑Trust Smile Rehabilitation

03/ 06

Chapter 02 · Team Roles

Team Roles

Team roles in high‑trust treatment marketing.

Every stage has an owner, a patient action, a messaging priority, and a conversion benchmark. Clarity is the growth engine.

Role in Process

Patient Action

Important Messaging

Conversion

Potential Patient Lead

Lead Gen

Agency

Sees an ad, fills in a form online (sometimes calls in).

Emotional hook pointing at the outcome of the procedure
— or — educational message that the procedure is available

Top of funnel

Booked Appointment

Scheduling

SchedulerMostly in‑house, sometimes agency

Picks up a call from the practice, commits to the appointment.

Qualify the patient financially
Prime the patient (price + procedure)
Build the UVP
Create scarcity around the appointment

10 – 25%of leads book

Appointment Showed

Scheduling

Scheduler + Treatment Coordinator

Shows up for the appointment.

Book within 48 hours of lead generation
Confirm the appointment
Send high‑quality priming materials

50 – 70%of booked show

Case Accepted

Consult + Close

Treatment Coordinator + Doctor

Commits to treatment.

Connect emotionally — empower them to decide
Educate and qualify financing options

25%of shows close

Team roles in high‑trust treatment marketing

04/ 06

Chapter 03 · Agency Landscape

Agency Partnership Overview

Our network, their agencies — and Riverside's choice.

How SGA practices currently pair with growth agencies, and why we signed OM Performance Marketing for Riverside.

Practice

Agency

Digital Asset
Development

Lead
Generation

Appointment
Scheduling

Team Sales Training
+ Process Consulting

Coastal Jaw Surgery

Dental Implant Machine (DIM)

Full‑stack lead gen + CRM + sales training

Troy Family Dental

Progressive Dental

Digital assets, leads, and team sales coaching

Innovative Dental

Springfield, MO

The Implant Engine

Full‑arch specialist with in‑house call center

Gen4 portfolio

Across multiple practices

OM Performance Marketing

High‑quality leads, hits ROAS, runs inside our stack

Riverside Dental

Already signed

OM Performance Marketing

Ad creative + lead gen on Meta & Google Ads

›

Why OM Performance Marketing for Riverside: they have deep expertise in dental combined with high‑performing performance media — so Chris can lean into his strength: sales, appointment scheduling, and the treatment process.

Agency partnership overview

05/ 06

Chapter 04 · Next Steps

Next Steps

What happens next.

Immediate actions to get OM Performance Marketing live on Riverside, and the operating rhythm that keeps us accountable from week one forward.

Immediate

1

Grant OPM access to all paid media accounts.

Meta, Google Ads, Google Analytics, call tracking — everything they need to audit and operate.

2

OPM audits existing accounts, then transitions to ownership.

Full account audit → recommendations → start owning and operating inside SGA's systems.

Audit → Recommendations → Own & operate

3

Stand up the weekly performance touchpoint.

One recurring slot with SGA + OPM + Chris to check performance and surface support needs.

Operating Cadence

Weekly

Performance check‑in + support

Review performance, identify where the practice needs support. Shifts to bi‑weekly once up and running.

30 min

Monthly

Look‑back + forward plan

Review last month's performance and plan the upcoming month's priorities and spend.

60 min

Quarterly

Strategic review

What's working, what's not, and how we improve holistically — spend mix, creative, funnel stages.

90 min

›

The goal: clear ownership, a tight feedback loop, and a rhythm that lets Chris focus on the consult room while SGA and OPM drive the pipeline.

Next steps · Riverside × SGA × OPM

06/ 06