SGA Dental Partners
Marketing budget & performance review

Nashville Aesthetic Dentistry

Where the money goes, what it produces, and what we do next.

Location
Brentwood, Tennessee
Period
January to August 2026
Prepared by
SGA Growth
SGA
Where we are

Stephen and Dakota now own marketing for our high-end cosmetic and Full Arch practices.

The mandate is revenue growth. We meet with Wonderist weekly and are working three levers.

Lever 1
Budget allocation
  • Put dollars where cases come from. Today paid media is 54% of spend and 6% of revenue.
Lever 2
Channel strategy
  • Rework the Google bid strategy and the paid social approach, the playbook we ran at PCCD and other cosmetic practices.
Lever 3
Unlock growth
  • Referrals, reactivation, phone coverage, and the brand transfer ahead of Dr. Wells' retirement.
Weekly cadence with Wonderist is in place. This deck is the first read on where the money goes and what it produces.
SGA Growth2
SGA
Budget

We spend about $11K a month. Half of it goes to Google.

Paid mediaPrint & sponsorshipsSEO & contentReputation & other
$88,462
Total marketing spend, Jan to Aug · $11,058 per month
Paid media (Google + Meta)63%
SEO & influencer video16%
Reputation, content, funnels6%
Print & sponsorships · $14,334 · 16%
Brentwood Lifestyle magazine adsFeb, Apr, May, Jun$6,480
SponsorshipsMar $349, Apr $5,000$5,349
Nashville Lifestyle magazine adsMay$2,505
Nearly two-thirds of the budget is paid advertising. The next slides show the month-by-month spend and what it produced.
Source: practice marketing budget, Wonderist agency of record3
SGA
Budget by month

Paid media is 54% of the spend. Agency fees are another 24%.

Source: practice marketing budget, Jan to Aug 2026. Blank photography line omitted.4
SGA
Performance

1,019 leads became 130 cases and $846K. Brand channels did the work.

1,019
Leads
all channels
422
Contacted
41% of leads
259
Booked
25% of leads
130
Cases closed
12.8% lead to sale
$846K
Case value
$6,505 average case
Case value by channel
Organic search and direct traffic produced 90% of revenue. The two paid channels produced 6%.
Source: GoHighLevel, won opportunities, Jan to Aug 20265
SGA
Spend vs return

Paid ads take 63% of the spend and return 6% of the revenue.

Channel
Spent
Share of spend
Revenue
Share of revenue
Return per $1
Google took $43,657 and returned $21,889. SEO and influencer video took $13,821 and sit behind $431K of organic revenue.
Gross case value, last-touch attribution, Jan to Aug. Organic credit is an upper bound; the gap is not.6
SGA
What we do next

Adjust and test the paid mix, support the phones, invest in what is working.

Adjust & test
The paid mix
  • Reduce the Google budget and adjust the bid strategy, the same playbook we ran at PCCD and other cosmetic practices.
  • Adjust the paid social strategy toward retargeting and cosmetic-intent audiences, then test.
  • Get closer to Wonderist. Stephen and Dakota to review what is running behind the scenes before changing more.
Support
The phones
  • 27% of calls go unanswered in the data. Some of that is nights and weekends, so first confirm the after-hours share.
  • Cover the gap with Neurality or other coverage so premium leads are not lost when the office cannot pick up.
Invest
In what is working
  • Referrals and reactivation: a structured ask, plus 129 booked-but-unclosed leads to re-engage.
  • Tracking: tag cosmetic vs general in GHL, instrument the $14K of print.
  • Brand transfer: build Weese, Bateman, and King before Dr. Wells retires.
49% → ~30%
Google share of budget
$1,684 → $8K+
Google average case
8.4% → 15%
Google lead-to-sale
27% → <10%
Unanswered calls
SGA Dental Partners · SGAdental.com7
SGA
Appendix A

Lead funnel by month, with September

Cohort by lead-created month, current stage as of Sep 30. Rows are cumulative. Change columns compare September to August and to July.

September closes are still maturing: cases opened in September have had days, not months, to close, so its closed, revenue, and AOV changes reflect timing, not performance. "Shown" is not a stage in this pipeline. "Contacted" is under-recorded because phone-call opportunities often stay in the intake stage. Rate rows show relative change. Green = up 5% or more, yellow = within 5%, red = down 5% or more.

Source: GoHighLevel, Jan to Sep 20268
SGA
Appendix B

Revenue and return by channel, by month

Case value by channel, with September
Return per $1 spent, Jan to Aug (spend-matched; September budget not yet in the file)

September closes are still maturing, so its month-over-month changes reflect timing. Change columns: green = up 5% or more, yellow = within 5%, red = down 5% or more. Return table: blue = strong, gray = below breakeven. Gross, last-touch.

Source: GoHighLevel and practice budget9