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The Wealth Society · Marketing Dashboard

Live client dashboard · always on, reviewed together on our strategy calls · Damaris Solutions
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SAMPLE PREVIEW: illustrative data only. This shows roughly what your dashboard could look like at day 90, on a $9,000/month ad budget running the plan in the proposal. The "Kickoff" column is a placeholder, and every figure (including the $4,500 average sale) is a modeled example, not a promise or a claim about your current numbers. From the day we start, this same link runs on your real Meta, LinkedIn, GoHighLevel and payment processor data. You see every metric we see, anytime.
New Revenue / mo
$72,000
▲ 45% vs kickoff · same ad spend
Clients Closed
16
▲ from 11 at kickoff
Ad-Only CAC
$563
▼ 31% from $818
Qualified Lead Rate
62%
▲ from 22%, the whole point

Revenue vs. Cost per Lead: Why CPL Going Up Is Good News

Cheaper leads were never the goal. CPL rises as the ads start screening people out, and revenue on the same $9,000 climbs anyway.

Big Picture Highlights

CreativeSteve's direct-to-camera videos now bring in 75% of revenue. The legacy static "credit stack" ads were fully retired in month 3.
TrackingEvery closed client is matched to a source. Processor revenue is consolidated in GoHighLevel and sent back to Meta through the Conversions API.
SalesShow rate is up from 60% to 76%. Prospects see Steve two or three times before they book, so they arrive already warmed up.
LinkedIn1 client from a $900 test. Too early to call. Qualified rate is the highest of any channel at 90%, so it stays on for another 30 days.
Ad Spend / mo
$9,000
Meta $8,100 · LinkedIn $900
Leads
190
▼ from 300, fewer on purpose
Cost per Lead
$47
▲ from $30, screening out poor fits
Cost per Booked Call
$129
▼ from $150

Spend, Leads and Qualified Leads Over Time

Same spend every month. Total leads drop while qualified leads nearly double.

Campaign Detail · Where the $9,000 Went (Month 3)

Each lane is judged on cost per closed client, not cost per lead
CampaignSpendLeadsQualifiedBookedClosedCAC
High-ticket · Steve video → application$4,5007049349$500
Lead magnet · chapter + worksheet$2,2508538143$750
Sequential retargeting · 50%+ video viewers$1,3502522163$450
LinkedIn test · business owners$90010961$900 · early

Top Video Creative · This Month

All shot on Steve's phone, edited into multiple hooks
AdHook50%+ watch rateQualified rateStatus
"Who this is NOT for"Disqualify first31%74%Scaling
"What building credit really takes"Honest mechanism27%68%Scaling
A client's first 90 daysStory / proof24%61%Retargeting
"Why credit stacking backfires"Myth-bust35%39%Paused · wrong crowd
Qualified Leads
118
▲ from 66 at kickoff
Calls Booked
70
▲ from 60
Show Rate
76%
▲ from 60%
Close Rate (of shows)
30%
steady · closers get better calls, same skill

Pipeline · Month 3

Lead → qualified → booked → showed → closed

Lead Quality Over Time

Percentage of leads that pass qualification, and percentage of booked calls that show

By Entry Point

Which of the three funnel entry points each client came through
Entry pointLeadsQualifiedShow rateClosedNote
Direct application · high-ticket7070%79%9fastest to close
Lead magnet · chapter + worksheet8545%71%3+ 52 still in nurture
Evergreen webinarRecording in progress · launches day 60
Retargeting · video viewers2588%81%3cheapest CAC
LinkedIn1090%83%1small sample
Net New Revenue
$72,000
after refunds & chargebacks
Blended CAC
$688
$9,000 spend + $2,000 retainer ÷ 16
Ad ROAS
8.0×
▲ from 5.5×
Chargeback Rate
1.6%
▼ better-fit clients dispute less

Revenue by Source

Budget shifts from the legacy static campaigns to the new lanes as each one proves itself

Processor Reconciliation · Month 3

Every processor in one place, with each transaction matched to a GoHighLevel contact and an ad source
ProcessorTransactionsGrossRefunds / chargebacksNetMatched to a source
Primary processor13$61,400−$2,400$59,000100%
Backup processor3$14,200−$1,200$13,000100%
Total16$75,600−$3,600$72,00016 of 16
Posts Published / mo
11
2–3 per week · Option 2
Total Reach / mo
28.9K
▲ 51% month over month
LinkedIn Followers
310
▲ page launched month 1
Profile Visits Before a Call
41%
of booked prospects checked the feed first

Organic Reach by Platform

Built mostly from clips that weren't used as ads, so Steve films once and it covers both

Top Content · This Month

PostPlatformReachResult
"3 things lenders check before your score"Reel · FB + IG8,900most saves
Client win breakdown · what month one looked likeCarousel · IG5,2004 DMs asking about the program
Steve on building a business that outlives youVideo · LinkedIn2,700highest-caliber comments
Myth vs. fact: business creditReel · FB4,100strong shares