Growth Operating Standard
For Practices & Agencies
Paid Media

How we work together when spend gets material.

When a practice is putting real money into paid media (we use $3K per month as the working line), SGA needs to see the same numbers your team and your agency are already looking at. This page lays out what we ask for and what we do with it.

Applies To
Practices & Agencies
Threshold
$3K+ / month spend
Frequency
Weekly snapshot
Owner
SGA Growth Team
01 / Why this is the standard

SGA owns 260 practices. Your numbers help us run all of them better.

Read this first

SGA is not auditing your marketing. We are operating alongside you. You already have this data in your ad platforms and your CRM. Routing a copy of it to SGA every week lets us spot what is working across 260 practices, flag a problem before it costs you a month, and direct capital and operating help to the practices that need it.

01

Move budget toward what is earning.

When a campaign or channel opens up at your practice, we want to fund it inside the same month. Without the numbers, that decision falls to feel.

02

Catch funnel leaks early.

A drop from lead to appointment is almost always a front-desk or follow-up issue. Spotting it in week two instead of month three protects real production dollars.

03

Benchmark against 259 peers.

Your CPL, conversion rate, and production per dollar of spend, sitting next to comparable SGA practices, is a read no single practice can generate on its own.

02 / What we ask for

Two snapshots. Any CRM, any ad platform.

A screenshot, a Looker board, a Sheet, or a Sunday email all work. The numbers matter. The tooling does not.

Channel Performance
Weekly spend by channel
Google, Meta, LSA, other. Dollars, not percentages.
Weekly
Conversion rate by channel
Leads or form fills divided by clicks.
Weekly
Cost per lead by channel
Comparable across service lines and across the portfolio.
Weekly
Budget pacing vs plan
On track for the monthly budget? Over, under, or on?
Weekly
Top 3 campaigns this month
What is winning, what is being killed, what is being tested.
Monthly
Lead & Sales Funnel
Leads
Total new leads from paid media, by channel and by service line.
Weekly
Appointments booked
Lead to booked rate. This is where most funnel leaks live.
Weekly
Sales / treatment accepted
Counted at consult, not at first visit.
Weekly
Production amount
Dollars of treatment produced from paid media leads.
Weekly
Production pacing vs goal
Month-to-date production against the monthly production goal.
Weekly
03 / How we help

The data is what unlocks our support.

Visibility is the trigger for everything SGA can do for your practice. When the snapshot lands, here is what shows up for you because of it.

  • Monthly business review with the SGA Growth Team. We walk the numbers with you and your agency, agree on what is next, decide budget moves for the coming month.
  • Cross-practice benchmarks. Your CPL, conversion, and production per dollar of spend, sitting next to comparable SGA practices so you can see where you sit in the portfolio.
  • Agency accountability. When performance slips, SGA is on the call with your agency, not just copied on the recap email.
  • Budget upside. Practices showing a working funnel are first in line for expanded marketing budget and new service-line build-outs.
  • Operating support routed by the data. Front-desk training, lead-handling playbooks, and call coaching get deployed where the funnel says they are needed, not on a guess.
04 / How to send it

One snapshot. One inbox. Monday end of day.

When
Monday EOD
Covers the prior week (Mon through Sun).
Format
Whatever you already produce
Screenshot, board link, Sheet, or pasted into an email body.
Where
growth@sgadental.com
Or the practice's shared SGA Growth folder.