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.
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.
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.
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.
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.
A screenshot, a Looker board, a Sheet, or a Sunday email all work. The numbers matter. The tooling does not.
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.
The full list, with definition, source, and cadence so your team or your agency can map it to what they already track.
| Field | Definition | Source | Cadence |
|---|---|---|---|
| Channel Performance | |||
| Weekly spend by channel | Dollars spent on each paid channel for the prior week (Google, Meta, LSA, other). | Ad platforms | Weekly |
| Conversion rate by channel | Leads or form fills divided by clicks, broken out per channel. | Ad platforms | Weekly |
| Cost per lead by channel | Spend divided by leads, per channel. Used for cross-portfolio benchmarking. | Ad platforms | Weekly |
| Budget pacing vs plan | Month-to-date paid spend against the monthly budget. Over, under, or on. | Ad platforms or dashboard | Weekly |
| Top 3 campaigns this month | The three campaigns driving the read. What is winning, what is being killed, what is being tested. | Ad platforms | Monthly |
| Lead & Sales Funnel | |||
| Leads | Total new leads from paid media, broken out by channel and by service line. | CRM | Weekly |
| Appointments booked | Paid-media leads that converted to a booked appointment. Lead-to-booked rate is the diagnostic. | CRM | Weekly |
| Sales / treatment accepted | Booked appointments that converted to accepted treatment. Counted at consult, not at first visit. | CRM or PMS | Weekly |
| Production amount | Dollars of treatment produced from paid media leads. | PMS | Weekly |
| Production pacing vs goal | Month-to-date production against the monthly production goal. | PMS | Weekly |