Open Discussion
Let's talk about April, May, and the doctor call before we get into the data.
A few quick reads to set the table, then we open it up.
April Snapshot
How are we feeling about April?
3 closed sales for $56,139
239 implant leads in. Strongest top of funnel since January
1 implant case ($49,875) and 2 website cases (~$3K each)
Worth flagging: 13 of our 32 April website leads (41%) are still sitting in the "First Call" stage. Want to look at the website lead workflow together.
- How are we feeling about the quality of patients we are seeing?
- Do we feel like we're getting enough swings at consults?
May Outlook
How are we feeling about our ability to fill May?
Week 1 (4/27 . 5/3): 61 implant leads, 6 booked
Volume pacing similar to April
New Meta creative refresh planned this month
- Knowing close rates lag, do we feel like enough consults are coming through the door?
- How is the team's bandwidth feeling for the volume we are getting?
- Anything we want to dial up or down for May?
Doctor Call Tomorrow
Anything we want to flag for our doctor call?
Open floor. Topics, questions, or anything you want covered before, during, or after the call.
Open the floor . April, May, doctor call
01/ 04
Implant Funnel
How is each source contributing to implant production?
Last 4 months (Jan 1 to Apr 30, 2026). Attribution from GoHighLevel source field, rolled up by channel.
Total Leads
867
last 4 months
Appointments
106
12.2% book rate
Closed Sales
13
1.5% lead to sale
Production
$361.8K
avg case $27.8K
Top Source
Meta
70% of revenue
| Source | Leads | Appointments | Sales | Lead to Sale | Revenue |
|---|---|---|---|---|---|
| Meta Paid Social | 694 | 76 | 9 | 1.3% | $251,614 |
| Google Ads (PPC) PPC | 110 | 23 | 3 | 2.7% | $70,174 |
| Website Implant Survey Web | 25 | 4 | 1 | 4.0% | $40,000 |
| Direct Traffic Direct | 29 | 2 | 0 | 0.0% | $0 |
| Inbound Call Call | 2 | 0 | 0 | 0.0% | $0 |
| Other / Unknown Other | 7 | 1 | 0 | 0.0% | $0 |
| Total | 867 | 106 | 13 | 1.5% | $361,788 |
Open question for the room: Meta is bringing the volume. PPC has the highest lead-to-sale rate of any paid channel. Does the mix feel right to the team? Are we getting the kinds of patients we want to see in the chair?
Implant funnel . source attribution . Jan to Apr 2026
02/ 04
Website Funnel
How is the general website funnel performing?
Last 4 months (Jan 1 to Apr 30, 2026). Non-implant inquiries from the general website forms.
Total Leads
181
last 4 months
Appointments
4
2.2% book rate
Closed Sales
3
1.7% lead to sale
Production
$7,514
avg case $2.5K
Booked → Closed
75%
3 of 4 booked closed
| Source | Leads | Appointments | Sales | Lead to Sale | Revenue |
|---|---|---|---|---|---|
| Website Form (Direct) Web | 173 | 4 | 3 | 1.7% | $7,514 |
| Inbound Call Call | 2 | 0 | 0 | 0.0% | $0 |
| Website Implant Survey Web | 3 | 0 | 0 | 0.0% | $0 |
| Google Ads (PPC) PPC | 1 | 0 | 0 | 0.0% | $0 |
| Meta (cross-pipeline) | 1 | 0 | 0 | 0.0% | $0 |
| Other / Unknown Other | 1 | 0 | 0 | 0.0% | $0 |
| Total | 181 | 4 | 3 | 1.7% | $7,514 |
Open question for the room: Of the website leads we did book, 3 of 4 closed, which is excellent. How is the team feeling about the volume of website inquiries on top of implant follow up? Is it a good amount, too much to keep up with, or do we want more?
Website funnel . source attribution . Jan to Apr 2026
03/ 04
Open Items
A few working items we want to keep on the radar.
Things we're tracking together. Some are asks, some are work in progress, some are decisions to revisit. Want to make sure none of these fall through the cracks.
YouTube channel access for Progressive
Tracking
Progressive has asked for access to the YouTube channel. Believe it is owned by IMTG. We are confirming and will route once we know who holds it.
GoHighLevel rollout
In progress
The GHL build is currently underway. We will follow up with a timeline as soon as we have one to share.
Referral text/email to closed patients
Idea to explore
Worth asking Progressive whether they can send a referral text or email to all of our closed patients. Low-lift play to surface warm referrals from patients who already love the practice.
Meta ad approvals
Needs Troy
A new round of Meta creative is queued up. Need the Troy team to review and approve the most recent ads so we can ship them and refresh against the current creative.
In-practice lead handler . a hire we have talked about before
Worth a revisit
We have previously talked about hiring someone to sit in-practice to handle leads (fast follow up, scheduling, treatment coordination). Want to keep this on the list rather than let it fall off. If interest is still there, we can pull together a quick role scope and cost-to-value sketch.
Open items . working list . prepared for May 5 review
04/ 04