



Capture more qualified leads
Close deals faster
Simplify bookings & scheduling
Focus on serving clients, not chasing tasks
Capture more qualified leads
Close deals faster
Simplify bookings & scheduling
Focus on serving clients, not chasing tasks


Look more professional
Book more calls (without chasing leads)
Save time with follow-ups and scheduling
Work smarter, not harder



Capture more qualified leads
Close deals faster
Simplify bookings & scheduling
Focus on serving clients, not chasing tasks












1. Lead Opt-In + Nurture Flow
Captures leads through a coupon offer
Sends a sequence of nurture emails if they haven’t booked
2. Booking Confirmation + Reminder
Instantly confirms appointments
Sends automated reminders to minimize no-shows
3. Review & Referral Automation
Requests reviews after each service
Sends a follow-up incentive for referrals
4. Post-Review Upsell Campaign
Detects positive reviews
Sends special offers to convert happy clients into repeat buyers
5. Reactivation Campaign (After 90 Days)
Re-engages inactive clients with personalized reactivation offers
Brings old customers back into the booking system
The Result?
Streamlined lead-to-client journey
Reduced manual workload for the business owner
Increased repeat bookings and client retention
1. Lead Capture & Intake Form Delivery
Instantly adds new inquiries into the Car Insurance Sales Pipeline
Sends a personalized welcome email with the intake form link and assigned agent
2. Form Submission → Automated Quote Delivery
Moves the lead to Hot Lead stage once the form is submitted
Sends an automated email containing 3 customizable estimate packages (A, B, C)
3. Smart Reply Detection → Package Selection
Detects when a client replies with their chosen package
Automatically sends detailed package information and payment link
Notifies the assigned user for quick follow-up
4. Payment Confirmation → Upsell Campaign
Moves the client to Paid Customer stage when payment is received
Launches a 3-step upsell sequence offering add-on coverages (multi-car, roadside, glass)
Reassigns the client to a retention agent for ongoing support
5. Policy Issuance & Final Confirmation
Moves to Policy Issued stage
Sends a confirmation email with the final policy PDF attached
The Result?
Streamlined the entire lead-to-policy process
Reduced manual workload through automation
ncreased conversion and upsell potential
Created a predictable, hands-free sales system using GoHighLevel



1. Lead Opt-In + Nurture Flow
Captures leads through a coupon offer
Sends a sequence of nurture emails if they haven’t booked
2. Booking Confirmation + Reminder
Instantly confirms appointments
Sends automated reminders to minimize no-shows
3. Review & Referral Automation
Requests reviews after each service
Sends a follow-up incentive for referrals
4. Post-Review Upsell Campaign
Detects positive reviews
Sends special offers to convert happy clients into repeat buyers
5. Reactivation Campaign (After 90 Days)
Re-engages inactive clients with personalized reactivation offers
Brings old customers back into the booking system
The Result?
Streamlined lead-to-client journey
Reduced manual workload for the business owner
Increased repeat bookings and client retention





1. Lead Capture & Intake Form Delivery
Instantly adds new inquiries into the Car Insurance Sales Pipeline
Sends a personalized welcome email with the intake form link and assigned agent
2. Form Submission → Automated Quote Delivery
Moves the lead to Hot Lead stage once the form is submitted
Sends an automated email containing 3 customizable estimate packages (A, B, C)
3. Smart Reply Detection → Package Selection
Detects when a client replies with their chosen package
Automatically sends detailed package information and payment link
Notifies the assigned user for quick follow-up
4. Payment Confirmation → Upsell Campaign
Moves the client to Paid Customer stage when payment is received
Launches a 3-step upsell sequence offering add-on coverages (multi-car, roadside, glass)
Reassigns the client to a retention agent for ongoing support
5. Policy Issuance & Final Confirmation
Moves to Policy Issued stage
Sends a confirmation email with the final policy PDF attached
The Result?
Streamlined the entire lead-to-policy process
Reduced manual workload through automation
ncreased conversion and upsell potential
Created a predictable, hands-free sales system using GoHighLevel














We’ll map out your goals, audience, and vision
Clarity on your goals and offers
Audience deep-dive and market fit
Identify funnel objectives and flow
Align messaging with your brand voice
Your funnel and automations built for conversions
Strategic page layout and UX
Compelling, conversion-driven copy
On-brand visuals and design elements
Automation + tool integrations
Continuous improvements so your system keeps growing with you.
Full testing and quality check
Performance tracking setup
Tweaks based on early insights
2-week post-launch support
I can build lead generation funnels, sales funnels, webinar funnels, landing pages, and more—based on your marketing goals.
I work with GoHighLevel, Systeme.io, ClickFunnels, and I’m open to using your preferred platform.
Yes! I set up basic automations like workflows, email/SMS sequences, form triggers, and calendar booking—mainly using GoHighLevel and similar tools.
I go through each step as a user, test all triggers and flows, and double-check forms, buttons, and integrations to make sure everything works smoothly.