1.Purpose of this 1:1

Align on this week's six priorities, then work through six queued items where I'd like your decision or input: a front-end dev hire, a Marketing Operations team, website strategy, the content engine roadmap, Kim Middleton plus the broader cosmetic frame, and our leadership operating rhythm.

2.Priorities this week

# Priority Status This week's action Risk if it slips
1 Ressler kickoff with 829 Studios Kickoff this week Activate 829 inside the paid media system. Hand over accounts, attribution flow, and KPI cadence so they can run. Ressler stalls a third week without paid media ownership.
2 Webflow API SEO update workstream Starting this week Kick off on the Modis website first as the safe sandbox. Validate end to end before any Innovative deployment. Errors land on Innovative, which is our highest-traffic AC site.
3 Two Gen4 Advanced Care pilot practice audits In flight Finish New Horizons and Peak Family Dental audits. Findings packet ready by Friday. Kickoff cohort cannot promote to Pilot, capacity sits idle.
4 Deep dive on CRM build-outs from the GHL consultants Owed by Grow Dental Walk every Advanced Care snapshot, document gaps, lock the Thursday standup agenda around what is shippable. We onboard practices to a CRM we have not personally inspected.
5 Unlock the Social MCP Integrated, in rollout Confirm Korrine has agent access. Pick the first two practices to pilot post flow against. Document the operator playbook. Integration sits behind a login, value never lands on practices.
6 Creative roadmaps owed to Innovative and Troy Owed Ship both this week. Innovative covers AC and ortho. Troy covers GP plus AC. Both practices keep refreshing underperforming paid with no creative plan behind it.

3.Discussion items (decisions needed)

A. Front-end dev hire from Three Ships

What this isA former colleague from Three Ships. Experienced front-end dev. Available to interview.
Why nowWeb dev workload (Webflow, content engine, microsites) is bottlenecked on me and one or two part-time hands.
Ask of Sarah Decision Green-light an interview, or pass.

B. Stand up a Marketing Operations team

What this isA dedicated MarOps function covering AI, CRM, data and reporting, and audits.
Why nowThese functions are scattered across people who already have day jobs. Output is uneven and dependent on whoever has bandwidth that week.
Ask of Sarah Input Do you see the case for a dedicated team, and what would the first hire look like.

C. Website strategy

What this isThe overall website call we have been deferring: Webflow vs. alternative, central vs. per-practice, agency vs. in-house.
Why nowEvery workstream that touches the web (SEO, content engine, Gen4 brand rollouts, Innovative) is stuck waiting for this.
Ask of Sarah Decision Where is your head, and can we land on a direction this week.

D. Content engine roadmap

What this isA clear, written roadmap for the content engine that we both align on.
Why nowThe work is moving reactively right now. Too often it shifts to "look at this thing someone else has built" instead of executing against a plan. Building SaaS sustainably requires a roadmap we commit to, with scope and sequencing locked, so Mike is not context-switching every time something new surfaces.
Ask of Sarah Decision Align on the roadmap and a change-control rule (what gets added vs. parked) so we can build sustainably.

E. Kim Middleton engagement and cosmetic strategy

What this isTwo related items. First, lock the scope of Kim Middleton's engagement. Second, frame our broader cosmetic strategy.
Why nowWorth setting the cosmetic frame before more provider conversations open up (e.g., Dr. Field), so each one gets evaluated against a strategy rather than case by case.
Ask of Sarah Decision Lock Kim this week. Then schedule a separate working session on cosmetic strategy.

F. Leadership operating rhythm

What this isA proposed cadence to get us through this transition period and establish a sustainable rhythm afterward.
Why nowWe are losing time to ad hoc check-ins and reactive pulls. A clear rhythm gives the team room to execute and gives leadership room to lead.
Proposal Daily leadership quick syncs (Dakota, Mike, Amy) through the transition period. Short, status-driven, surface blockers.
Tuesday and Thursday deep dives. Backlog-driven. Used to close out projects and move specific workstreams forward.
Team Monday and Friday meetings. Standing agenda: key priorities, what is blocked or needed from the team, ad hoc discussion items at the end.
Ask of Sarah Decision Approve the rhythm, adjust it, or propose an alternative. Goal is to start next week.

4.What I'd like to walk out with

5.Open / parking lot

Prepared by SGA Dental Partners Growth Team | Confidential