SGA Dental Partners

Research Hub

Sources consulted:

Target audience personas derived from market research. Click any avatar for full profile detail.

Competitive landscape analysis across 7 DSO competitors. Click any row for full analysis, user feedback, and SGA advantage.

sources consulted
quotes extracted
platforms analyzed

Pain Points

Desired Outcomes

Key Objections

Emotional Triggers

Patient Voice

Before Treatment
After Treatment

Total budget: /mo
channels ranked

Brand & Strategy

Positioning Statement

Full Positioning Framework

Competitive Advantages

Key Differentiators

Tagline Options

Brand Archetype

+

Messaging Hierarchy

B2B Headlines (Practice Acquisition)

B2C Headlines (Patient Acquisition)

Voice: Do

Voice: Do Not

Funnel Architecture

Naming Convention

Partnership Tiers

Offer Stack

Core Offer

Structural Guarantees

StoryBrand Framework

1
Character

2
Problem
External

Internal

Philosophical

3
Guide
Empathy

Authority

4
Plan
5
Call to Action
Direct
Transitional

6
Failure (Avoid)

7
Success

Brand One-Liner

Brand Manifesto

Belief System

Insider Markers

Sacred Cows (Never Violate)

Ad Studio

Total variations:
Showing ads

No ads match the current filters.

Asset Library

Content Repurposing Matrix

Production Workflow

Keyword Clusters

Blog Content

Full competitive battle cards are available in the Sales Assets tab.

Video Hub

View YouTube Gallery

Growth Playbooks

Channel Scorecard

Sales War Room

Interactive Tools

Questions
Categories
Completion
Try Assessment

Duration
Reminder Emails
View Registration

Flow Paths
Entry Points
Integrations

Engagement Rate
Completion Rate
Chat-to-Lead
Chat-to-Meeting

Entry Points

Conversation Flows

B2B Lead Scoring

B2C Lead Scoring

Handoff Protocols

Integrations

Promotion Strategy

The scorecard is a top-of-funnel conversion mechanism. Its job is to convert anonymous traffic into identified, segmented leads with rich data profiles. The Sage archetype governs all promotion: SGA is the wise evaluator offering insight, not the aggressive seller.

Result Tiers

15-30 pts
Foundation Builder

Earlier in the journey. Focus on fundamentals: financials, reducing owner dependency.

Route: Monthly educational nurture
31-45 pts
Growth Ready

Solid foundation with room to grow. Get a baseline valuation, talk to peers.

Route: PA-Indoctrination (5 emails)
46-60 pts
Partnership Primed

Strong position. Ready for confidential conversations with 3-5 potential partners.

Route: PA-Engagement (GAIN email)
61-75 pts
Strategic Acquirer

Premium position. Practice is well-positioned for a high-value partnership.

Route: Manual BD/executive follow-up

Promotion Channels

LinkedIn
Thought Leader Ads from Lamonte Jensen and Dr. Ellingson profiles
CPL: $30-$65CTR: 0.8-1.5%
Facebook / Meta
Community targeting -- Dental Nachos, Dentists Who Invest groups
CPL: $10-$28CTR: 1.2-2.5%
Email Blast
Existing contact database: conference contacts, webinar registrants
Expected: 3-8% CTR
Social (Organic)
Dr. Olson, Lamonte, Dr. Ellingson personal profiles + SGA page
Cost: $02-4 posts/week
Website Embed
Sticky CTA bar, exit-intent popup, inline within pillar blog posts
Conversion: 2-5% of visitors
Conferences
Tablet at booth, QR code on collateral, hosted dinner follow-up
30-50 scorecards/event

Follow-Up Email Sequences

12 emails total: 3 per tier. Each tier receives Day 0 (results delivery), Day 3 (weakest category deep dive), Day 7 (social proof + CTA).

Foundation Builder Sequence
Day 0: Results + 3 action steps | Day 3: Weakest category breakdown | Day 7: Peer story + content nurture
Then: Monthly educational nurture
Growth Ready Sequence
Day 0: Results + competitive analysis | Day 3: Growth opportunity spotlight | Day 7: Peer comparison + assessment
Then: PA-Indoctrination (5 emails)
Partnership Primed Sequence
Day 0: Results + strategic insights | Day 3: Partnership readiness analysis | Day 7: Dr. Cavendish story + call CTA
Then: PA-Engagement (GAIN email start)
Strategic Acquirer Sequence
Day 0: Results + executive summary | Day 3: Platform economics deep dive | Day 7: Direct BD introduction
Then: Manual BD/executive follow-up

Avatar Case Study Frameworks

Case Study Templates

Confirmed Proof Assets

Critical Proof Gaps

Interview Question Bank

PR & Media

View Public Media Kit

Media Targets

Publication Beat Pitch Angle

Press Assets

Company Boilerplate

Guest Post Targets

Speaking Opportunities

Byline Articles

Company Boilerplate

Fact Sheet

HQ
Founded
Key Stats

Quote Bank

Launch Plan

Growth Channel Activation

Scorecard Launch
Week 6
YouTube Series
Week 5
First Webinar
Week 8
Chatbot Deploy
Week 7

Budget Allocation

Channel Breakdown

Phase Budget Pacing

Success Metrics (90-Day Targets)

Analytics & Tracking

UTM Convention

Funnel Prefixes

Source / Medium Pairs

SourceMediumUse Case

Attribution Model

40%
First Touch
20%
Middle
40%
Last Touch
Event Naming Convention

Email Events

Event Categories

A/B Test Tracking Preview

Landing Page Tests
Headline, hero image, CTA button color, form length
Ad Creative Tests
Hook type, image vs video, copy length, CTA text
Email Tests
Subject line, send time, CTA placement, personalization
Quiz/Scorecard Tests
Question order, progress bar, results page CTA

Brand System

Color Palette

Brand colors and neutrals

Brand Colors
Blue
Lime
Cyan
Orange
Red
Surfaces
950
#0f172a
900
#1e293b
800
#334155
700
#475569
600
#64748b
View Color Palette

Typography

Inter font scale specimen

Type Scale
H1 Display 39px / 800
H2 Heading 31px / 700
H3 Section Title 25px / 600
H4 Subheading 20px / 600
Body text at base size 16px / 400
Small / secondary text 13px / 400
CAPTION / LABEL 10px / 600
Font Family: Inter
Weights: 300 Light, 400 Regular, 500 Medium, 600 Semibold, 700 Bold, 800 Extra Bold
Scale Ratio: Major Third (1.25)
View Typography Specimen