Open This First. Know What To Do Next.
This is the master daily dashboard for South Elm Capital insurance growth: SEO, social content, GHL follow-up, crosslinking, weekly revenue tracking, and team handoffs.
Use this page every morning before working on content, SEO, or lead follow-up.
Start Here Today
Every day begins with one question: what part of the machine needs attention right now?
Check Leads First
Before making more content, check if anyone already raised their hand.
- Open GHL.
- Review new leads.
- Call warm leads.
- Move pipeline stages.
Post Today’s Content
Publish or schedule at least one short video across TikTok, Instagram, YouTube Shorts, and Facebook.
Improve One Asset
Pick one: city page, YouTube description, internal link, blog section, GHL follow-up, or CTA.
Record Progress
Update the tracker so the system tells you what to do next tomorrow.
Daily rule: Do not end the day without one sales action, one content action, and one tracking action.
Active Link Directory
Use this as the master page menu. Update the placeholder links after each SOP page is published.
| Asset | Purpose | URL | Status / Action |
|---|---|---|---|
| South Elm Homepage | Main public trust page | https://southelmcap.com/ | Verified reachable. Includes Family Protection, Calculator, Final Expense links. |
| SEO SOP | City pages, SEO build-out, indexing, internal links | /seo-sop-southelm/ | Verified reachable. Keep as core SOP. |
| Content Marketing SOP | TikTok, Instagram, YouTube, Facebook scripts and posting system | /content-marketing-sop/ | Publish page, then verify link. |
| GHL Automation SOP | Lead tags, pipeline, text/email follow-up, missed calls | /southelm-ghl-sop/ | Publish page, then verify link. |
| Weekly Revenue Tracker | Scoreboard for posts, leads, calls, apps, policies | /southelm-weekly-tracker/ | Publish page, then verify link. |
| SEO + Content Crosslink Tracker | Connect videos/blogs to city pages and CTAs | /seo-content-crosslink-tracker/ | Publish page, then verify link. |
| Family Protection Check | Primary cold-audience lead magnet | /family-protection-check/ | Check manually after edits; web text fetch may not render if protected/scripted. |
| Coverage Calculator | Cost-curious viewer CTA | /final-expense-calculator/ | Verified reachable. |
| Final Expense Call Page | Hot lead / paid ads / direct response page | /final-expense-call/ | Check manually after edits; web text fetch may not render if protected/scripted. |
| Protection Review Calendar | Warm/hot lead booking link | GHL Calendar | Open manually and test booking flow monthly. |
Daily Decision Tree
Use this when you open the Command Center and are not sure what to do next.
If there are new leads in GHL
- Open GHL Automation SOP.
- Call hot leads first.
- Text non-responders.
- Move opportunities to the correct pipeline stage.
- Update Weekly Revenue Tracker.
If no content is scheduled for today
- Open Content Marketing SOP.
- Pick one hard-truth script.
- Post to TikTok, Instagram, YouTube Shorts, and Facebook.
- Use CTA: Family Protection Check or Protection Review.
- Record URL in tracker.
If a video was posted today
- Open SEO + Content Crosslink Tracker.
- Choose the relevant city or funnel page.
- Add video link to tracker.
- Add page link to YouTube description, caption, or pinned comment.
- Plan one internal link or page update.
If a city page needs work
- Open SEO SOP.
- Check Yoast title/meta/focus phrase.
- Add life insurance section if missing.
- Add links to Family Protection Check and Calculator.
- Submit URL in Google Search Console.
If you feel stuck
- Open Weekly Revenue Tracker.
- Find the weakest number: posts, leads, booked calls, completed calls, applications, issued policies.
- Work on the bottleneck only.
Weekly Rhythm
Monday
Plan weekly theme. Pick city page. Pick 10 scripts. Review GHL pipeline.
Tuesday
Record 10–15 short videos and 1–2 YouTube long videos.
Wednesday
Edit assets. Improve one SEO page. Prepare captions and CTAs.
Thursday
Post/schedule content. Add links to descriptions and pinned comments.
Friday
GHL lead cleanup. Call leads. Fix tags. Move pipeline stages.
Sunday
Update revenue tracker. Identify winning hooks. Choose next week’s bottleneck.
Daily Progress Tracker
This section is now formatted as a dashboard instead of a cramped table. Use it each morning and again at the end of the day. For permanent records, copy the weekly summary into your spreadsheet, GHL notes, or the Weekly Revenue Tracker page.
What must happen today?
Start with leads, then content, then one SEO/crosslink action, then tracking.
1. Lead Follow-Up
2. Content Posted
3. SEO / Crosslink Action
4. Tomorrow’s Priority
Did the machine move?
Do not judge the day by busyness. Judge it by movement toward calls, applications, and issued policies.
Wins
Bottlenecks
Fix Next
Rule: If leads came in, sales follow-up beats more content. If no leads came in, content and CTA testing become the priority.
Weekly Quick Log
Use this to keep the week visible without forcing a wide spreadsheet inside the page.
How To Use the Created SOPs
For You
- Open this Command Center first.
- Check GHL before creating more content.
- Record batch videos Tuesday.
- Review tracker Sunday.
- Make decisions from numbers, not mood.
For Mother/Admin Assistant
- Open this page each morning.
- Check whether yesterday’s posts went live.
- Check whether new leads have tags.
- Record daily progress in tracker.
- Send James a short end-of-day status report.
For Ralph/Editor
- Use Content SOP for video style.
- Add South Elm logo and captions.
- Create 3 Shorts from every YouTube long video.
- Export files by platform.
For Chiara/GHL
- Use GHL SOP for tags, pipelines, and workflows.
- Confirm source tracking works.
- Audit no-shows and missed calls.
- Report weekly bottlenecks.
Daily AI Prompts
Copy/paste these when creating next actions.