Done-For-You AUTOMATION SYSTEMS for Insurance Agents, Real Estate Investors, and Businesses Using GoHighLevel

Built systems that capture leads, automate follow-up, reduce admin work, and keep your pipeline moving without hiring more people.

Conversion Systems

Insurance Conversion System

Built for insurance agents who need a cleaner system that helps convert leads instead of creating more admin work.

Built for insurance agents who need a cleaner system that actually helps convert leads instead of creating more admin work.

Install: $997

Managed System Plan: $497 /month

Investor Conversion System

Built for investor teams who need the system to do half the work before the call.

The goal is simple: organize incoming leads, automate follow-up, capture better data, and help the team focus on leads that actually have something to work with.

Install: $997

Managed System Plan: $497 /month

GHL Optimization & Cleanup

Using GoHighLevel but losing leads because the setup is messy, broken, or incomplete?

This is for people who already have GHL and know something is off. Workflows conflict, follow-up slips, tags are bloated, and nobody fully trusts the system.

Optimization and Cleanup: $1,250 /fixed

COMING SOON

HealthSherpa Automation Layer


- Track key events like SOA signed status and application activity inside GHL using email-driven automation when direct system data is not available.

Add-on: Starting at $497 /month

Automatic Ballpark Underwriting


- Uses common investor logic and standard assumptions to give a general ballpark deal suggestion. Not foolproof, not an appraisal, and not a replacement for real judgment — just a faster way to triage leads.

Add-on: $1,297 /month

Whats included in Prebuilt systems

  • CRM pipeline setup

    Clean stages so leads are organized and visible.

  • Lead capture forms

    Forms or intake points connected to the system.

  • Automated lead routing

    New leads go where they are supposed to go automatically.

  • Tagging and trigger setup

    Leads get tagged correctly so automations know what to do.

  • Missed-call text back

    Fast response when calls are missed.

  • Basic follow-up automation

    Immediate and short-term follow-up is handled automatically.

  • Appointment or action reminders

    Reminders for next steps, appointments, or follow-up actions.

  • Opportunity / lead status tracking

    Clear tracking of where the lead stands in the process.

  • Notification setup

    Internal alerts so the team knows when action is needed.

  • Backend workflow cleanup and organization

    Workflows named properly and structured so the system is usable.

  • Basic reporting visibility

    Visibility to see where leads are coming in and if stuck.

  • System test and launch check

    Final pass to make sure the main flow works before handoff.

Whats included in managed monthly support

What is included

  • Full monitoring

  • Workflow uptime checks

  • Bug fixes

  • Reconnecting broken auth or simple breakpoints

  • Minor existing-system adjustments

  • Keeping the installed system running

Not included

  • New funnels

  • New campaigns

  • Custom feature requests

  • Full rebuilds

  • Major integrations quoted separately

Why this works

Built

not babysat

These systems are designed to automate repetitive work so you are not paying for constant manual babysitting.

Faster

follow-up

Leads should not sit around waiting for someone to remember the next step.

Cleaner

operations

Routing, reminders, nurturing, and backend logic should work without duct tape

Focus on better leads

Especially for investor teams, the goal is to let the system handle the junk and push better leads forward

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