South Elm Daily Sales Operating System

Hi {{first_name}}, this is James with South Elm Capital. I’m calling because you either completed our Family Protection Check, used the coverage calculator, or showed interest in protecting your family. I don’t want to waste your time. The reason for the call is simple: if something happened unexpectedly, would your family know what coverage exists, who to call, and how final expenses would be handled? My job is not to pressure you. It’s to help you see what protection makes sense, what is realistic, and whether there are any gaps you may want to handle now instead of leaving to your family later.

Hi {{first_name}}, this is James with South Elm Capital. I’m following up about your family protection/final expense interest. I wanted to help you review what coverage may make sense so your family is not left guessing later. You can call me back, or use this link to schedule a quick Protection Review: https://api.leadconnectorhq.com/widget/booking/Uf36AZeBJQnsYW4dh1F1

“I already have insurance.” That may be good. The question is whether it is enough, whether it follows you if you leave work, and whether your family knows how to access it. “I can’t afford it.” That is exactly why a review matters. The goal is not to oversell you. The goal is to find what is realistic before your family has no options. “I need to think about it.” Completely understand. I just want you thinking with real numbers, not guesswork. Let’s do the review so you know your options. “I’m too old / I have health issues.” Do not disqualify yourself before we check. Options depend on age, health, state, and carrier. Let’s review it.

Prompt 1: Create 10 South Elm Capital short video scripts about final expense insurance using Big Brother tone: direct, compassionate, grown, family-protection focused. Each script must include a hook, 45-second body, and CTA to the Family Protection Check. Prompt 2: Create 10 YouTube Shorts hooks for life insurance and final expense. Make them provocative but compliant. Avoid promises like guaranteed approval or lowest price. Prompt 3: Create a Charlotte-focused final expense video script that naturally points viewers to SouthElmCap.com and the Protection Review calendar. Prompt 4: Turn this long-form YouTube topic into 5 Shorts, 1 Facebook post, 1 Instagram caption, and 1 GHL email: [PASTE TOPIC].

A GoFundMe is not a life insurance policy. And I know that sounds harsh, but somebody needs to say it. Too many families are grieving and fundraising at the same time. Final expense insurance is not about being morbid. It is about being mature. If your family would have to borrow, beg, or pass the hat, it is time to get a plan. Take the Family Protection Check at SouthElmCap.com.

Build a GoHighLevel workflow for South Elm Capital final expense/life insurance leads. Trigger: Contact submits Family Protection Check form. Actions: 1. Add tag: south-elm-family-protection-check 2. Add source tag if known: source-tiktok-selmcap, source-instagram-southelmcap, source-facebook-south-elm, source-youtube-south-elm, source-city-page, or source-google-ads 3. Create opportunity in pipeline: South Elm Insurance Pipeline 4. Stage: New Lead 5. Send immediate SMS with Protection Review calendar link 6. Send immediate email summarizing next step 7. Wait 1 day; if no appointment booked, send follow-up SMS 8. Wait 2 days; if no response, send objection-handling email 9. Wait 4 days; if no response, move to Long-Term Nurture 10. Notify James/admin of new lead