Goh Consulting · Performance Dashboard

Goh ◆ Dashboard

Sales Performance

KPI	This Week	Last Week	Change
Qualified Calls	3	8	−5 −62.5%
Closed	1	2	−1 −50.0%
Close Rate	33%	40%	−7% −17.5%
Show Rate	100%	88%	+12% +13.6%
Total Revenue (New Closes)	$15,000	$66,000	−$51,000 −77.3%
Total Cash Collected	$20,564	$49,351	−$28,787 −58.3%
New Cash	$7,500	$8,750	−$1,250 −14.3%
Upsell Cash	$3,500	$18,000	−$14,500 −80.6%
Payment Plans Collected	$9,564	$22,601	−$13,037 −57.7%
Average Order Value	$7,500	$4,375	+$3,125 +71.4%
ICP Leads	19	24	−5 −20.8%
Half ICP Leads	1	3	−2 −66.7%

Setter Performance

KPI	This Week	Last Week	Change
New Conversations	9	10	−1 −10.0%
Qualified Calls Booked	2	8	−6 −75.0%
New Convo → QC %	22%	80%	−58% −72.5%
Cash Collected in DMs	$7,500	$5,000	+$2,500 +50.0%

New Clients Closed

This Week

Apr 30 – May 6

Preston Landes

$7,500

1 Client · Total

$7,500

Last Week

Apr 23 – 29

Adriel

$5,000

Val

$3,750

2 Clients · Total

$8,750

Upsells

This Week

Apr 30 – May 6

Iestyn Krauze

Renewal

$3,500

1 Upsell · Total

$3,500

Last Week

Apr 23 – 29

Oliver Sung

Setter Ramp Up

$6,000

Joey & Maya

Inner Circle

$12,000

2 Upsells · Total

$18,000

Payment Plans

This Week

Apr 30 – May 6

Jayden Lay

$5,000

Wyatt Webber

$4,564

2 Plans · Total

$9,564

Last Week

Apr 23 – 29

Eva Lu

$7,000

Yipeng

$4,601

Jonathan Wang

$6,000

Josh Bowers

$5,000

4 Plans · Total

$22,601

Performance

KPI	This Week	Last Week	Change
Revenue (New Closes)	$15,000	$30,000	−$15,000 −50.0%
New Cash Collected	$7,500	$8,750	−$1,250 −14.3%
Closes	1	2	−1 −50.0%
QCs Taken	4	5	−1 −20.0%
Close Rate	25%	40%	−15% −37.5%
Avg Cash Collected	$7,500	$4,375	+$3,125 +71.4%

New Clients Closed

This Week

Apr 30 – May 6

Preston Landes

Brand Architect

$7,500

1 Client · Total

$7,500

Extra Update ◆ Kurt is down to join — waiting on bank approval. Will land on next week's report. $25,000

Payment Plans

This Week

Apr 30 – May 6

Jayden Lay

$5,000

Wyatt Webber

$4,564

2 Plans · Total

$9,564

Deals Lost

Drew

Reason ◆ Came in with completely wrong expectations — derailed mid-discovery before there was a real path to close.

Nico Ciraolo

Reason ◆ Qualified prospect. About to launch his info product on the front end and wants a cash injection from his current activities first; planning to dial in organic in a month due to time constraints.

Janet Lee

Reason ◆ Only wanted to pay $10k, asking for discounts. Not making money with the info she's selling — price objection masking a deeper readiness issue.

What's Closing Deals

Preston had team buy-in, emotional urgency, and a clear pain point. Nico was intellectually sold but pushed to 30–60 days due to a launch window.

Objections Pattern

◆
Whether personal branding is the highest-leverage play right now vs. outreaching warm leads for quick licensing sales — "take care of low-hanging fruit first."
◆
Felt he already had the production infrastructure (editors, videographers) — questioned how much more he actually needed.
◆
Came in wanting ads and GoHighLevel help — misaligned expectations before the call even started.
◆
Already getting some organic results on his own and used that as a reason to delay: "Maybe I just need to try this more myself first."
◆
Felt organic ROI timeline was too uncertain compared to ads, where data shows up in 2–3 days.

Market Shift · Patterns Noticed

Observation

The common thread: all four prospects already believed organic mattered. None pushed back on the concept itself. Resistance was entirely about timing, loyalty, or a pre-existing framework telling them something else was the priority right now.

What Worked

Reframe the decision away from "organic vs. what I'm already doing" and toward "what protects and compounds what you've already built." That move worked best on calls this week.

Outstanding · Not Collected

As of May 6

Open Balances

Overdue

Ajani Burgess

Due Apr 01 · 35 Days Late

$3,750

Kika

Due Apr 13 · 23 Days Late

$6,000

Calla Ko

Due May 3 · 3 Days Late

$5,500

3 Open · Total

$15,250

Payment Plans Collected

This Week

Jayden Lay

Payment Plan

$5,000

Wyatt Webber

Payment Plan

$4,564

2 Plans · Collected

$9,564

Update on Last Touchpoint / Situation

◆
Most clients fully onboarded and actively executing.
◆
Consistent follow-ups from Kim + Aidan driving accountability.
◆
New clients already seeing early wins — e.g. Casper, Stemar.
◆
A few gaps around non-responsive clients and payment confirmation.
◆
Overall fulfilment is stable — no major complaints.

Client Overview

Upsell-Ready

3 Clients

Emma◆Yusuf◆Mengying

Top · Stable Performers

2 Clients

Casper◆Stemar

At Risk · Requires Attention

Action Needed

Hakim & Pebble — unresponsive.
Maya & Joey — payment pending.

Needs Support / Monitoring

Ongoing

All active clients — ongoing execution & follow-ups.

Upsells · Active

3 Opportunities

	Client	Positioning	Estimate
01	Emma	Acquisition / Inner Circle	$22.5k – $45k
02	Yusuf	Strong Performance · Upsell-Ready	$22.5k
03	Mengying	High Engagement · Upsell Progression	$22.5k
3 Upsells · Pipeline Total			$67.5k – $90k

Plan · Next 7 Days

Priority Actions

May 6 – 13

01Push upsells for Emma, Yusuf, Mengying — leverage momentum and additional calls.
02Continue hands-on support for high-priority clients.
03Resolve Maya & Joey payment — confirm Amex or switch to alternative (Fanbasis).
04Monitor Hakim & Pebble — pause if still unresponsive after 1 week.
05Maintain fast-wins → upsell pathway system.

Client's Main Bottlenecks

Bottleneck

TOF (top of funnel) is dialed in across the board, but MOF is either non-existent or not converting.

Solution

Upcoming cohort module on MOF content should close this gap — across the board, ensure everyone is consistently generating attention (TOF) and nurturing / converting (MOF).

Potential Upsells

4 Opportunities

Yusuf

Imminent

Hit $130k record month. Finding a CSM, then jumping on with Kim to be upsold.

Allen

EOM / Early June

Shifted strategy and now closing deals. Pushing for record month — appointment setting is the biggest bottleneck. Jumped on a call to outline next steps. Heavy support this month, then upsell. Still hasn't had a call with SooWei.

Josh Bowers

Pending Record Month

Implemented our systems and shifted strategy. Pushing for a record month — heavy 1-1 support this month, then upsell once he hits.

Max S

Future

Future upsell. Content is dialed in — now just needs to convert.

Client Overview

10 Clients

Mengying

Engaged

Guiding them on structuring their team — creative team hiring & delegation process.
Implementing Content Systems like the Frame and Notion.
Very minimal knowledge on Organic — giving personalised support in 1-1s.

Mar Greene

Strong Feedback

Hiring an editor and delegating.
Focusing on TOF Content with a large TAM to generate more organic attention.
Very positive feedback.

Valter

Travelling

Not responsive.
Last responded April 19 — has been travelling since.

Minje

Unresponsive

Unresponsive since April 14.

Ajani

Stuck

Still hasn't found what works for him — trying to reinvent the wheel.
Needs to simplify and take more reference from existing formats that have worked.

Kennedy

Performing

Improving visual positioning and reducing content fatigue by switching filming locations.
Content is performing well and consistent.
Currently focused on ramping up an appointment setter.

Max

Surging

Grown over 5k followers in the last 7 days.
Potential upsell in the upcoming months.

Adriel

Testing

Had our first 1-1 call.
Guided him through the organic systems and how to implement for himself.
Starting fresh — encouraged him to test different formats, track the data, make data-driven decisions.
Mainly in a testing phase.

Allen

Upsell-Ready

Definitely a potential upsell by EOM or start of June.
Started closing deals from his new content style.
Now focusing on long form, story sequences, and making people more offer-aware.
Setting is the major bottleneck right now.

Yusuf

Upsell-Ready

Hit $130k last month.
Needs to find a CSM, then will be upsold.

Headline Numbers

Views

432,551

Across all reels · −24% WoW

Net Follower Growth

+1,587

+22% WoW · 2,870 gained · 1,283 lost

ICP Leads Gained

−34% week-over-week

The headline: Net follower growth is up +22% but ICP lead acquisition is down −34% week-over-week. We pulled in more people, but a smaller share were the right people.

Audience Density · Trend Watch

Period	Net Followers	ICP Leads	ICP / Day	Conversion	Followers / 1 ICP
This Week(Apr 28 – May 5)	1,587	17	2.43	1.07%	93
Last Week(Apr 21 – 28)	1,304	26	3.71	1.99%	50
April Baseline(Month-To-Date · 28d)	~5,775	82	2.93	1.42%	70

Translation: Out of every 100 new followers this week, ~1 was an ICP coach. Last week was ~2. April month-to-date averages ~1.4. The audience is roughly 25% less dense with the right people than the monthly baseline — and HALF as dense as last week. We grew the audience faster but diluted it.

Content That Resonated

	Reel	Views	Follows	Follow Rate
01	Have You Ever Refunded a Client	63,400	175	0.28%
02	Mom's Live Reaction to $100k in a Day at 20	34,415	34	0.099%
03	Personal Branding Blueprint	21,802	21	0.096%

PatternThe Refunded reel hit the formula — coach-specific operator question, polarising stance, real business stakes. The other two pulled volume but converted at roughly one-third the rate.

What's Working / Not Working

▲

What's Working

◆
"Refunded a Client" is the format winner. 63.4K views, 175 follows, 0.28% follow rate — beat last week's top performer ($50K Reveal: 145 follows on 47.7K views). Coach-specific operator hooks still work at scale.
◆
Net follower growth UP 22% week-over-week. Account is still growing — +1,587 vs +1,304 last week.
◆
One reel = 11% of weekly follower growth. Same dynamic as last week — when a piece hits, it dominates.
◆
A new format winner every week to double down on.

▼

What's Not Working

◆
ICP/day down 34% WoW (3.71 → 2.43). Last week's "MOF pivot is working" story does not hold this week.
◆
ICP rate per follower nearly halved (1.99% → 1.07%). Growing faster but diluting harder.
◆
6 of 9 top reels converted at <0.10% follow rate.
◆
Reach down a second week running. Last week −54%, this week another −14% (88,817 reached). Either algorithm throttling or warm-audience saturation.
◆
Comment quality dropped sharply. Last week had margin questions, system questions. This week is mostly hype emojis and peer reactions.

Comments

Personal Branding Blueprint

Peer Hype · Low Conversion

"vintage informercial 10/10"
"wolf of wall street inspo goes harddd"
"so good!"
🔥🔥🔥 · 👏 · 😮

Mom's Live Reaction to $100k

Admiration · Aspirational

"Dude this is insane. Like SO good!!!!!"
"inpsiring bro"
"love this"
"already living the dream"

⚠ What's Missing This Week

⚠ ICP Signal Dropped

Last week the comment field had:

"Nice margins"
"What's the system u use"
"Just trying to understand the structure better… how does the 'hundreds of clients' fit?"

This week's comment field is mostly emoji storms and peer recognition. We built more admirability. The ICP signal in comments dropped alongside the ICP rate in followers — same audience-composition problem expressed two different ways.

Reels In The Pipeline

Ideation scoring system

Why your reel gets no views

Dopamine baseline

Letter to 16 year old self

iPhone day in the life

Do you believe every client can succeed?

Content compounds

Productivity calendar

Market research comes before any script

Channel Performance

Metric	This Week	Last Week	Change
Views	16,161	17,997	−1,836 −10.2%
Watch Time	813.0 hrs	727.6 hrs	+85.4 hrs +11.7%
Avg View Duration	3:33	3:04	+0:29 +15.6%
Subscribers (Net)	+119	+115	+4 +3.5%
CTR	4.10%	3.78%	+0.32% +8.5%

Metric	First 2 Days · 23 Hours
Ranking by Views	2 of 10
Views	4,000
Click-Through Rate	5.9%
Avg View Duration	4:24
Avg Percentage Viewed	20.4%
Watch Time	290 hrs
Subscribers Gained	+42
Likes · Comments	217 · 16

Metric	First 10 Days · 2 Hours
Ranking by Views	2 of 10
Views	1,100
Click-Through Rate	3.9%
Avg View Duration	1:34
Likes · Comments	28 · 1

Name	Status	Deadline	Channel
Productivity Hacks	First Draft	May 5, 2026	Main
Cohort 2 Recording	Done	May 6, 2026	Internal
Soowei Studio Q&A	Not Started	May 7, 2026	Second
London Vlog	In Progress	May 8, 2026	Main
Wyatt Interview & Breakdown	Not Started	May 11, 2026	Main
Soowei x Yash Podcast	Not Started	May 14, 2026	Main
Billie Eilish before and after	Not Started	May 16, 2026	Main

Weekly Performance

Closer Report

Fulfilment Kim

Fulfilment Aidan

SooWei Instagram

YouTube