The path a lead takes

Six steps, and the loop closes.

  1. 01

    Ad

    Meta / TikTok

    Creative tested weekly against the hook that's winning.

  2. 02

    Funnel

    Your domain

    Quote form with consent capture and TrustedForm certificate.

  3. 03

    Tracking

    CAPI + server-side

    Every lead stamped with source, campaign, and ad.

  4. 04

    CRM

    Pipeline

    Routed by state and license to an available agent.

  5. 05

    Contact

    Under 2 minutes

    Instant SMS and call-connect, round-robin, missed-call text-back.

  6. 06

    Policy

    Issued

    Pushed back into the ad platform so it optimizes toward revenue.

The loop closes at step six. Most agencies stop at step one and call the rest your problem.

What's included

Ten services. Every tier. Nothing removable.

Six are built once in the first three weeks and belong to you. Four run every month for as long as you keep us.

  1. 01

    Media buying & ad account management

    Monthly

    Meta and TikTok. Campaign structure, daily optimization, budget scaling, audience and offer testing, and ad account health in a category that bans people weekly. Backup business managers and ad accounts configured before you need them.

  2. 02

    Creative production

    Monthly

    AI-produced video and static built for the demographic you actually sell to. Hook and angle testing every month, with a report on what won and why. Creative is the only real variable left on these platforms.

  3. 03

    Conversion rate optimization

    Monthly

    Continuous split testing on pages, forms, qualification steps, and offer framing — not just the ads. Monthly report with the changes made and the lift measured.

  4. 04

    Reporting & weekly analysis

    Monthly

    Spend to lead to application to issued policy, reviewed weekly against cost per acquired policyholder. What changed, what it did, what happens next.

  5. 05

    Conversion tracking & attribution

    Build

    Pixel and Conversions API, server-side tagging, and offline conversion upload so the platform optimizes toward policies that issue rather than forms that submit. Attribution down to the individual ad.

  6. 06

    Call tracking & routing

    Build

    Tracking numbers per campaign and source, recording with disclosure, IVR, and routing rules to your licensed agents by state and availability. Call outcomes tied back to ad spend.

  7. 07

    Landing pages & quote funnels

    Build

    Built for your offer and your state footprint. Mobile-first, speed-optimized, with compliant consent capture wired in from the first click rather than bolted on after.

  8. 08

    CRM setup & integration

    Build

    Pipelines by application stage, lead assignment, calendars, and clean handoff into your dialer. Built on GoHighLevel — rented, not custom, so nothing breaks when we're gone.

  9. 09

    Speed-to-lead automation

    Build

    Instant SMS and call-connect the moment a lead submits, round-robin to available agents, missed-call text-back, and escalation when nobody picks up. The highest-leverage item in most builds.

  10. 10

    Email & SMS follow-up

    Build

    Multi-touch sequences built around your sales cycle, appointment reminders, no-show recovery, and rebooking flows.

What it moves

Two modest changes, compounded.

A 20% reduction in cost per lead and three points of contact rate don't sound dramatic in isolation. Run them against the same budget for a month and the arithmetic does the arguing.

Same budget, redirected

  • Buying leads
  • Your own engine
  • Cost per lead$38$24
  • Contact rate61%84%
  • Leads per month368583
  • Cost per issued policy$503$412

Illustrative model built from typical agency inputs. Your actual baseline gets measured in the teardown before anyone promises you anything.

Next step

See what your budget should be producing

Five questions gets you the model. Twenty minutes gets it run against your real account — including the part where we tell you it isn't worth moving, if that's the answer.

Five quick questions, about 90 seconds, then pick a time that suits you.

  • Any vertical, any budget
  • Staff who answer the phone
  • A real cost-per-sale target