⚙️
GoHighLevel System Setup
Pipelines, calendars, forms, tags, custom fields, and a clean structure built for daily use.
Now accepting new US agency clients
Backend Systems & Follow-Up Support for Medicare and Life Insurance Agents
I help agents stay organized, responsive, and consistent by managing GoHighLevel systems, automation, email and social execution, and appointment follow-up — so you can focus on selling.
Marketing and operational support only. No insurance advice or compliance guidance provided.
GHL
Pipelines, forms, calendars, automations
Follow-up
Text + email sequences and appointment support
Content
Social posts, captions, email campaigns
Operations Dashboard
System Operational
Appointments Booked
38
New Leads
124
Follow-up Coverage
96%
Automation Health
Triggers
Workflows
Inbox
Pipeline
Medicare • Life • Final Expense
Next action
Send nurture to “No Answer”
Replace this panel with your real screenshot or video later (optional).
Backend support that keeps your agency moving
Systems, follow-up, and execution inside GoHighLevel — built to reduce manual work and keep leads from slipping through.
🤖
Automation and Workflow Build
Missed call text-back, no-answer sequences, nurture campaigns, reactivation, and task automation.
🧲
Landing Pages and Funnels (Inside GHL)
Simple funnels and pages connected to forms, calendars, and automation for smoother bookings.
📅
Appointment Setting Support
Confirmations, reminders, reschedules, and no-show follow-up to reduce drop-off.
✉️
Email Marketing Execution
Broadcasts, newsletters, recruiting emails, and follow-up templates (opt-out language supported).
📣
Social Content Production
Post designs, captions, hashtags, and weekly content planning for Medicare and Life audiences.
📞
Recruiting Call Support
Candidate outreach support, tracking, follow-up steps, and pipeline organization.
🗂️
ARC CRM Management
Daily updates, lead status consistency, cleanup, and keeping the team aligned.
📊
Reporting and Sheet-Based Tracking
Google Sheets updates, KPI tracking, and simple weekly reporting for visibility.
Not sure what to fix first?
Request a free system review. I will share a clear action plan and priority checklist.
Note: I can format and deploy your approved language in SMS and email. Final review remains with you or your compliance team.
A simple process that ships every week
Clear communication, visible progress, and consistent delivery.
01
System review
I review your current GHL setup, pipelines, and follow-up gaps and then I create a priority plan.
02
Build and connect
I implement workflows, funnels, templates, and tracking so leads and appointments are handled consistently.
03
Run weekly execution
I support follow-up, content, recruiting support tasks, and reporting so operations stay stable.
What you should expect
Better coverage, faster response, and fewer leads falling through the cracks.
More consistent follow-up
Missed calls and no-answer leads receive immediate text and structured nurture.
Cleaner pipelines and reporting
Every lead has a status, a next step, and organized tagging for visibility.
More bookings, less chasing
Appointment reminders, reschedules, and no-show follow-up reduce drop-off.
Reliable execution each week
Content, email, and operational tasks get shipped consistently without chaos.
Results depend on lead quality, your offer, and your team’s sales process. I focus on systems and execution.
Simple monthly options
Choose the level of backend coverage you need. Scale up anytime.
Foundation
For agents who want a clean, working system.
$499
/ month
- GHL setup (pipeline + tags + basic fields)
- One automation sequence (missed call or no-answer)
- Basic calendar + booking flow
- Weekly system check
Most popular
Growth Operator
For systems + execution each week.
$999
/ month
- Full GHL build (pipelines, fields, forms, calendars)
- 3–5 automations (SMS + email)
- Landing page or funnel setup inside GHL
- Weekly content pack (posts + captions)
- Appointment follow-up support (confirmations + reschedules)
Agency Support
For teams that need consistent backend coverage.
$1,999
/ month
- Everything in Growth Operator
- Recruiting call support + candidate tracking
- ARC CRM management + cleanup
- Weekly reporting and KPI tracking (Google Sheets)
- Priority support and structured weekly delivery
Marketing and operational support only. All insurance advice, sales decisions, and compliance remain the responsibility of the client.
FAQ
Short answers that help US agencies feel confident.
Do you provide insurance advice or sales coaching?
No. I provide marketing and operational support only. You keep full control of offers, sales conversations, and client decisions.
Do you handle compliance for Medicare or Life marketing?
I do not provide compliance guidance. If you have approved language or requirements, I can format and deploy it in your system. Final review remains with you or your compliance team.
What systems do you work in?
My core system is GoHighLevel. I can also support ARC CRM and Google Sheets reporting based on your workflow.
Can you match my current pipeline and lead statuses?
Yes. I can map your stages, clean the structure, and build automation around your workflow so follow-up stays consistent.
How fast can we start?
Most clients start with a free system review. After that, I begin implementation with a clear checklist and weekly delivery plan.
Ready for a cleaner system and more consistent follow-up?
Share your current GoHighLevel setup and workflow. I will reply with a clear action plan and next steps.
Free system review + action plan
Weekly execution inside GHL
Follow-up coverage + reporting