Internal Reference Tool

SociaLight Media

Your internal command center for SociaLight Media — pricing, team structure, client roster, SOPs, and 2026 roadmap all in one place. Use the table of contents below or the sidebar to jump to any section.

✅

Task List

Assign and track active tasks across Danielle, Talia, and Kayla

💰

Finance

Revenue snapshot, outstanding invoices, and Google Sheet connection

📦

Services Menu

All service lines with client price, freelancer cost, profit + margin

🗺️

Customer Journey

How clients move from awareness to long-term retention

📈

Business Development

Pipeline, proposals, partnerships, and growth levers

👥

Team

Internal team and freelancer roster with contact info

📋

Operations & SOPs

Full SOP library grouped by department with search and tags

🛠️

Tech Stack

All tools, platforms, and subscriptions across departments

⭐

Clients + Hot Leads

Active client roster and top prospects in the pipeline

🎯

2026 Goals + Roadmap

Revenue targets, growth priorities, and next milestones

$18,579

2026 YTD Revenue

13+

Active Clients

5 of 18

SOPs Complete

Active Team Members

✅

Task List

Active tasks across the team — assign, track, and complete

💰

Finance

Revenue snapshot, outstanding invoices, and QuickBooks integration — updated monthly via CSV import

2026 YTD Revenue

$18,579

via QuickBooks

Last Month Revenue

$4,363

February 2026

Outstanding

$7,280

4 open invoices

Full finance dashboard → Notion Business Planner ↗ · Updated monthly via QuickBooks CSV import

📊

Connect to Google Workspace Finance Sheet

Live sync with slm projections.xlsm — coming in a future session

COMING SOON ▶

What the Live Finance Section Will Show

→YTD revenue, last month, and outstanding — pulled live from the Google Sheet

→Revenue by client — bar chart or table view grouped by account

→Monthly revenue trend — line or bar chart by month for the current year

→Projections vs. actual — comparing current performance to revenue targets

→Outstanding invoices list — client name, amount, due date, days overdue

→Expense tracking — total expenses by category vs. revenue for net income view

→Auto-refresh — reads directly from the live Google Sheet each time the page loads

How to Connect It — Steps + Cowork Prompt

Setup Steps

1. Share the Google Sheet with a service account email (Claude will provide this)

2. Claude reads the sheet via Google Sheets API (no download needed)

3. Claude generates a read-only API endpoint or Apps Script Web App that returns JSON

4. The Finance section fetches that JSON on page load and renders the charts live

5. Any time the sheet is updated, the hub reflects it on next page refresh

I'm Danielle Williams, Founder & CEO of SociaLight Media (danielle@socialightmedia.co). I want to connect the Finance section of my internal company hub to our live Google Sheet: https://docs.google.com/spreadsheets/d/16-pUgp0MbdJYC4iE9-OmwoF1Hm3SnnUX/edit

The hub is a single HTML file at: SociaLight Media/slm-company-overview.html

The Finance section (id="finance") currently shows static KPI cards. I want to replace those with live data pulled from the Google Sheet each time the page loads. The section should show: YTD revenue, last month revenue, outstanding invoices, revenue by client (chart), monthly trend (chart), and projections vs. actual.

Please review the Google Sheet tabs first, then set up the connection using Google Apps Script or Sheets API. Match the brand: navy #1d2042, blue-purple #4651cb, lime #e1fa67.

📦

Services Menu

All active service lines with client price, freelancer direct cost, SLM profit, and margin — from product profit CSV

Margin key: ≥70% High 50–69% Good 30–49% Moderate <30% Watch · Click any cost or price to edit — profit and margin update automatically

📲

Social Media Management Plans

▾

Plan	Freelancer Cost	Client Price	SLM Profit	Margin	Notes
Foundational Presence Must sell as 3-month package	$/mo First mo: $1,825	$/mo	$2,175/mo	56%	Creator $600 · SM Mgr $750 · Designer $375 · Strategist $100/mo
Standard — Monthly Essentials	$/mo First mo: $1,650	$/mo	$1,550/mo	52%	Creator $500 · SM Mgr $500 · Designer $250 · Strategist $200/mo
Standard — Accelerated Growth	$/mo First mo: $2,340	$/mo	$1,860/mo	47%	Creator $720 · SM Mgr $720 · Designer $500 · Strategist $200/mo
Premium — Monthly Essentials	$/mo First mo: $3,375	$/mo	$1,925/mo	39%	CinemaCake team · SM Mgr $500 · Designer $250 · Photographer $175 · Strategist $200/mo
Premium — Accelerated Growth	$/mo First mo: $4,870	$/mo	$1,930/mo	30%	CinemaCake full team · SM Mgr $720 · Designer $500 · Photographer $250 · Strategist $200/mo

Plan	Freelancer Cost	Client Price	SLM Profit	Margin	Notes
Standard — Monthly Essentials	$/mo First mo: $1,500	$/mo	$1,800/mo	60%	SM Mgr $500 · Creator $400 · Designer $100 · Strategist $200/mo
Standard — Accelerated Growth	$/mo First mo: $2,020	$/mo	$2,280/mo	57%	SM Mgr $720 · Creator $620 · Designer $180 · Strategist $200/mo
Premium — Monthly Essentials	$/mo First mo: $2,925	$/mo	$2,375/mo	48%	CinemaCake team · SM Mgr $500 · Designer $100 · Photographer $175 · Strategist $200/mo
Premium — Accelerated Growth	$/mo First mo: $4,550	$/mo	$2,250/mo	35%	CinemaCake full team · SM Mgr $720 · Designer $180 · Photographer $250 · Strategist $200/mo

➕

Social Media — Add-Ons, Audits + Standalone Services

Service	Freelancer Cost	Client Price	SLM Profit	Margin
1:1 Consulting Session Danielle only — no freelancer cost	$	$/session	$300	100%
Instagram Audit + Custom Strategy	$	$	$1,900	76%
Instagram Audit (standalone)	$	$	$800	67%
Profile Optimization — Instagram / Facebook Per platform	$	$	$350	70%
Profile Optimization — LinkedIn Personal Page	$	$	$350	70%
Profile Optimization — LinkedIn Business Page	$	$	$350	70%
Profile Optimization — LinkedIn Personal + Business Bundle Both pages, one freelancer	$	$	$550	65%
TikTok Management Add-On — Package 1	$/mo	$/mo	$300/mo	60%
TikTok Management Add-On — Package 2	$/mo	$/mo	$450/mo	60%
YouTube Shorts Add-On — Package 1	$/mo	$/mo	$300/mo	60%
YouTube Shorts Add-On — Package 2	$/mo	$/mo	$450/mo	60%
Instagram Engagement — Package 1 (15 min/day)	$/mo	$/mo	$150/mo	50%
Instagram Engagement — Package 2 (30 min/day)	$/mo	$/mo	$200/mo	40%

🎨

Branding + Design

Package	Freelancer Cost	Client Price	SLM Profit	Margin	What's Included
Package 1 — Visual Branding Brand Designer only · Design-focused clients	$	$	$1,200	80%	Visual brand guidelines · Logo · Brand mockups · Design system
Package 2 — Visual + Foundational Strategy Brand Designer + Brand Strategist	$ Design $300 · Purpose $250 · Audience $160 · Differentiation $250	$	$3,540	79%	All of P1 + Purpose/vision/mission · Target audience analysis + brand POV · Brand differentiation + messaging pillars
Package 3 — Full Brand Strategy Suite Brand Designer + Brand Strategist · Most comprehensive	$ P2 $960 + Competitor Research $500 · Brand Values $200 · Kickoff $90	$	$4,750	73%	All of P2 + Competitor research + analysis (3–5 competitors) · Brand values · Strategy kickoff call · Custom GPT available as add-on
Graphic Design (hourly) Graphic Designer (Mosa) · Ad hoc design work	$/hr	$/hr	$85/hr	71%	Social graphics · Flyers · Marketing assets

📧

Email Marketing

Service	Cost	Price	Profit	%
Initial Strategy + Setup	$	$	$220	73%
Email Campaign (per send)	$	$	$140	78%

🎯

Paid Advertising

Service	Cost	Price	Profit	%
Meta Ads Management Ad spend billed separately to client	$/mo	$/mo	$250/mo	45%
Google Ads Management Ad spend billed separately to client	$/mo	$/mo	$250/mo	45%

🌐

Website Services

Service	Freelancer Cost	Client Price	SLM Profit	Margin	Notes
Website Design + Development Gio (Web Dev) · UX Specialist · Copywriter · SEO Specialist	$ Gio $1,500 · UX $300 · Copy $150 · SEO $60	$	$2,490	55%	Lump sum per project
Website Enhancement + Updates	$/hr	$/hr	$85/hr	71%	Hourly
Monthly SEO Management	TBD	TBD	—	In Dev	Pricing not yet set

📸

Photography Services

Service	Photographer Cost	Client Price	SLM Profit	Margin
Lifestyle Photoshoot — Package 1 1.5 hrs, up to 50 images, 1 location	$	$	$850	71%
Lifestyle Photoshoot — Package 2 2 hrs, up to 70 images, 1 location	$	$	$1,000	67%
Lifestyle Photoshoot — Package 3 3 hrs, up to 120 images, 1–2 locations	$	$	$1,350	68%
Studio Headshot Session	$	$	$175	41%
On-Site Headshot Session	$	$	$225	31%
Studio Team Headshot Day (8+ people) Per person pricing	$/person	$/person	$150/person	43%
On-Site Team Headshot Day (8+ people) Per person pricing	$/person	$/person	$200/person	40%
Professional Hair + Makeup Add-On Per person pricing	$/person	$/person	$125/person	31%
Hair or Makeup Only Add-On Per person pricing	$/person	$/person	$100/person	33%

In Development — Pricing Not Yet Set

SEO Package (monthly) PR Services LinkedIn Newsletters + Ghostwriting Wedding Content Creation Facebook Groups Management Website Audit Instagram Audit Upsell Flow

🗺️

Customer Journey

Click any step to expand its SOP details, team, tools, and resources

Awareness

→

Interest

→

Inquiry

→

Discovery Call

→

Proposal

→

Onboarding

→

Service Delivery

→

Offboarding

→

Retention / Upsell / Referral

📈

Business Development

Growth strategy, sales flow, partnerships, and revenue targets

🧲 Lead Magnets + Freebie Strategy

Lead magnet / freebie capture strategy — in development
Target: redirect website visitors to a service-specific intake page
Option: free Instagram audit as top-of-funnel lead generator
Option: downloadable guide / content calendar template for opt-in
Goal: feed into email list (target: 500 subscribers by EOY)
GHL forms to capture and qualify leads

Client intake redirect on website — not yet live. Needs development.

🤝 Partnerships + Referral Programs

Business Partner List — in development (clients, creators, affiliates)
CinemaCake — active film + brand identity partnership (Dave, Julia, Matt, Daniel)
Referral program structure not yet formalized
Barter/partnership arrangements explored case-by-case
Amir LinkedIn marketing proposal — under review for potential partnership
Goal: build affiliate / referral tier with structured commission model

📋 Sales Process + Proposal Flow

New lead enters GHL pipeline (stage: New Lead)
Lead fills out intake questionnaire via GHL form
Discovery call booked via GHL calendar
Danielle conducts discovery call (TL;DV for notes)
Proposal sent via Canva pitch deck
Follow-up email with deliverables + pricing confirmed
Contract issued (Google Docs / Adobe) → signed
Client moves to Onboarding stage in GHL

GHL Sales Pipeline page updated Feb 11, 2026. GHL Calendar Setup completed March 25, 2026.

💰 Revenue Targets + Growth Goals

Double annual revenue from 2025 baseline
Reach 15 active clients by year-end
Grow email list to 500 subscribers
Grow Instagram to 2,500 followers
Services to prioritize for revenue growth: SMM Premium upsell, Web + Branding packages, Photography retainers
Expand into SEO and PR once team capacity allows
Finalize and launch LinkedIn marketing packages

📋

Operations & SOPs

Full SOP library synced from Notion — grouped by department, searchable by tag

🔍

🏢 SLM Internal

Creator Onboarding Completed

GHL Client Questionnaire GHLClientKickoff Completed

GHL Sales Pipeline GHLAdmin Team Completed

GHL Calendar Setup GHLKayla Steps Completed

Project Lifecycle SOP Admin TeamClient In Progress

Creator Hiring Process Admin TeamCreator In Progress

🗺️ Client Journey

Web Development SOP Web DeveloperWeb Development Completed

Client Onboarding SOP ClientKickoff In Progress

👤 Creator SOPs

Social Media Management SOP Social Media ManagerSocial Media Management Completed

Branding SOP Brand StrategistBrand Designer Final Review

Email Marketing SOP Copywriter In Progress

Graphic Design SOP Brand Designer In Progress

Photography SOP In Progress

Paid Advertising SOP Not Started

📚 Creator Resources

Content Creation SOP CreatorSocial Media Manager In Progress

Analytics SOP Social Media StrategistAdmin Team In Progress

Engagement SOP Social Media ManagerSocial Media Management In Progress

Profile Optimization SOP Social Media Strategist In Progress

Full SOP database → Notion SOP Library ↗

🛠️

Tech Stack + Tools

All tools organized by function across the business

Project Management

Notion

CRM, SOPs, client dashboards, task tracking, internal wiki

GoHighLevel (GHL)

Lead pipeline, CRM, calendar, intake forms, sales stages

Google Workspace

Email, Drive, Docs, Sheets, Forms

Content Creation

Canva

Social graphics, presentations, proposals, onboarding decks, brand kit

CapCut

Video editing for social content

ChatGPT

Post writing, copy assistance

Adobe (Photoshop / Illustrator)

Advanced design and graphics

Figma

Wireframing, collaborative design, Wix Studio handoff

Content Scheduling + Publishing

HeyOrca

Content scheduling, client approval workflows, publishing

Meta / Facebook

Posting, ads management, DMs

Website + Design

Wix Studio

Website builds, hosting, domain management

Finance

QuickBooks

Invoicing, expense tracking, monthly CSV export for finance dashboard

Notion Finance Dashboard

YTD revenue, last month's revenue, outstanding invoices — updated via monthly QB CSV import

Client Communication

TL;DV

Meeting note-taker for all client and team calls

Gmail

Primary client email (danielle@socialightmedia.co)

GHL Calendar

Discovery call booking, scheduling (setup completed Mar 2026)

Team Communication + Training

Zoom

Team meetings

Loom

Training videos for internal processes

WhatsApp / Telegram

Quick team communication, freelancer group chats

Asset Storage

Dropbox

Asset libraries, delivered content, photo galleries

ImageKit

Hosted images for email signatures and web assets

⭐

Clients + Hot Leads

Current client landscape by industry — reference snapshot

Health + Wellness

LSR Wellness AFC Fitness DanceFit BrowWell Senior Living Specialists

Beauty + Personal Brand

OMG Salon Lovely Portraits Late Night Needlepoint Anne Fisher Needlepoint

Business + Services

Bridge One Management Recode Solutions Clean Tech Services Toby Strogatz Coaching AMCC Image Ink

Hospitality + Experiences

Tiki Boat Pau Hana Dodi Li Entertainment

Nonprofit + Charitable

Max + Bella Stein Charitable Trust

Education

Gladwyne Montessori

Active client entries are tracked in Notion Active Client List with pipeline stage (Active Contract / Inactive Client), priority, and linked client dashboards. GoHighLevel pipeline tracks leads from New Lead through Contract.

🎯

2026 Goals + Open Roadmap

Annual targets and flagged items that need review or resolution

💰

Double Revenue

vs. 2025 baseline

👥

15 Active Clients

by end of 2026

📧

500 Email Subscribers

monthly newsletter

📲

2,500 IG Followers

@socialightmedia

🗺️

Roadmap — Coming Soon

This section will be configured in a future session with milestones, quarterly targets, and progress tracking.