South Elm Capital • Weekly Revenue Tracker

The Scoreboard for Turning Content Into Policies

This tracker connects the SEO SOP, Content Marketing SOP, and GHL Automation SOP into one weekly operating rhythm: posts, leads, calls, applications, policies, revenue, and next-week decisions.

Goal: $10K/weekTrack DailyReview SundaysManage by Source
South Elm Capital

Use this as your weekly dashboard page inside WordPress/Elementor.

ScoreboardDaily ChecklistContent LogLead LogSunday Review

Weekly Revenue Scoreboard

Update these numbers every day. The goal is not activity for activity’s sake. The goal is to know what produced real conversations and policies.

20Posts Published
50New Leads
15Calls Booked
8Applications
$10KWeekly Target

Revenue rule: If leads are low, fix content/CTA. If calls are low, fix follow-up. If applications are low, fix sales conversation. If issued policies are low, fix product fit, underwriting, and persistence follow-up.

$10K/Week Math

Low Average Commission

$500 avg commission

Need about 20 issued policies/week.

Moderate Average Commission

$750 avg commission

Need about 14 issued policies/week.

Higher Product Mix

$1,250 avg commission

Need about 8 issued policies/week.

This is why South Elm should not only speak about small burial policies. Content should also surface term life, whole life, mortgage protection, employer coverage gaps, family protection reviews, and larger life insurance needs.

Daily Operating Checklist

Morning: Publish and Prepare
Afternoon: Engage and Follow Up
Evening: Track and Decide Tomorrow

Weekly Content Performance Log

Use this as the page version. For long-term use, mirror these same columns in Google Sheets or Airtable.

DatePlatformHook/TitleBucketCTAViewsCommentsLeadsCallsNotes

Lead Source & Sales Pipeline Log

Track where each lead came from and what happened next. This is where content becomes revenue intelligence.

Lead NameSourceInterestGHL StageContacted?Booked?Application?Policy Issued?CommissionNext Step

Weekly Report Scripts

Admin Weekly Report Template
Subject: South Elm Weekly Growth Report Week of: [DATE] 1. Content Published - TikTok: - Instagram: - YouTube Shorts: - Facebook: - YouTube Long-Form: 2. Best Performing Content - Top video by views: - Top video by comments/DMs: - Top video by leads: - Best hook: 3. Leads and Sales - New leads: - Calls booked: - Calls completed: - Applications submitted: - Policies issued: - Estimated commission: 4. GHL Notes - Leads missing source tags: - No-shows: - Follow-ups needed: - Workflow issues: 5. Next Week Recommendation - Remake this hook: - Push this CTA: - Follow up with these leads: - Update this SEO page:
Daily Lead Follow-Up Text
Hi {{contact.first_name}}, this is James with South Elm Capital. I saw you checked out the family protection information. Quick question: are you mainly looking at final expense coverage, life insurance for your family, or mortgage protection?
Winning Hook Remake Prompt
Take this winning South Elm Capital insurance video hook and create 10 new variations in a direct, compassionate, Big Brother tone. Keep the topic around final expense, family protection, life insurance, and not leaving loved ones with confusion or a bill. Avoid exaggerated claims or guaranteed approval language. Winning hook: [PASTE HOOK] CTA: [Family Protection Check / Calculator / Protection Review / Call Page] Audience: [Charlotte families / seniors / adult children / parents / homeowners]

Sunday Review: What Do We Change Next Week?

If Views Are Low

  • Rewrite hooks.
  • Use stronger first 3 seconds.
  • Make videos shorter and more direct.
  • Use more family-burden language.

If Views Are High but Leads Are Low

  • Fix CTA.
  • Say the link destination clearly.
  • Pin comments on YouTube/Facebook.
  • Use Family Protection Check for cold viewers.

If Leads Are High but Calls Are Low

  • Improve GHL speed-to-lead.
  • Call within 5 minutes where possible.
  • Use missed-call text-back.
  • Send direct booking link.

If Calls Are High but Policies Are Low

  • Review needs analysis script.
  • Improve product matching.
  • Ask better health and budget questions.
  • Follow up after application.

Big Brother truth: The tracker is not to make you feel busy. It is to tell you where money is leaking.

WordPress / Elementor Deployment

The Weekly Decision Rule

Do more of what creates conversations. Fix what creates attention but no action. Stop what creates activity but no revenue.

SEO SOPContent SOPProtection Review