Open Items

May 26, 2026 · Owner: SGA Growth

Five active workstreams at Innovative Dental: the ortho summer push on Meta (launches June 1), the Smile Like Si implant campaign (live since April 1), the TIE full-arch engagement with Justin and Karissa, the GoHighLevel migration off HubSpot, and the Webflow SEO and AEO update currently testing on the MODIS site. This is the running list of open items to clear on the call.

1. Ortho Summer Push (Meta, launch June 1)

Item	Status	Owner	What we need
Retargeting layer	TBD	Michael / SGA	Decision: run cold prospecting only, or add retargeting (page visitors plus 75%+ video viewers) from week 3 onward.
Refreshed video creative	Open	Michael's team	Confirm whether new reels or stories are ready, or we launch with statics only.
Final asset list	Open	Zeina	Confirm what her team needs to produce against the deliverables table in the brief.
Programmatic pullback	In motion	SGA Growth	Trim the current programmatic line to fund the incremental Meta spend. No net new dollars.
July tail extension	Decide by W4	Michael / SGA	Go or no-go on running through July 26 based on the W2 CPL benchmark.
Final sign-off on message and creative	Open	Michael Gum	Lock the "Start braces this summer. Show up to school already smiling." hook and approved variants.

2. Smile Like Si (Meta, implant leads, live)

Item	Status	Owner	What we need
Lead volume vs target	Open	SGA Growth	Confirm the running CPL target and where we stand 8 weeks in. Need Michael's read on lead quality from the practice side.
Creative rotation	Open	SGA Growth	Pull the top and bottom performers; queue refreshes before fatigue hits.
Handoff into the practice	Watch	Practice + SGA	Confirm leads are getting worked inside 5 minutes and consults are booking. This is where implant campaigns leak.

3. TIE Full-Arch (Justin + Karissa, active)

Item	Status	Owner	What we need
Creative coordination with Smile Like Si	Open	SGA + TIE	Make sure TIE's full-arch creative and the Smile Like Si implant creative aren't fighting each other on Meta. Different funnels, same audience.
Reporting cadence	Open	SGA Growth	Align TIE's full-arch numbers into the same weekly performance report we run for the practice, so Michael sees one view, not two.
Scope boundary	Confirmed	TIE	Full-arch implants only. No ortho. No website. Hold the line.

4. GoHighLevel Migration (kill HubSpot)

Item	Status	Owner	What we need
Access to ortho GHL sub-account	Open	Michael	Grant SGA access to the ortho GoHighLevel sub-account so we can swap every form off HubSpot and shut HubSpot down entirely.
Ingest GHL into the SGA-owned entity	Plan	SGA Growth	Pull the GHL data into the SGA-owned environment so reporting and lead flow live in one place.
Michael ↔ SGA GHL consultants	Open	SGA	Connect Michael directly with our GHL consultants so he has a line to them as we migrate.
Broader GHL roadmap at ID	Need input	Michael	What else is on their radar for GoHighLevel beyond ortho. Want to scope the full picture before we start moving forms.

5. Webflow SEO + AEO Update (status update)

Item	Status	Owner	What we need
AI-driven SEO + AEO update on the Webflow site	In motion	SGA Growth	Heads-up only. The workstream wraps over the next two weeks. We are currently testing it against the MODIS site before rolling to ID.

Asks for Michael on this call

#	Ask
1	Grant me access to the ortho GoHighLevel sub-account.
2	What is on your radar for GoHighLevel broadly at Innovative Dental.
3	What are your next-up plans for Smile Like Si.
4	Do you need anything from us on the Instagram recovery.

Prepared by SGA Dental Partners Growth Team | Confidential