Sultan

GoHighLevel Expert | CRM Setup, Automation & Training Materials

InPulse Campaigns Marketing • Período integral

Jan 2026 - Present • 4 mos

GoHighLevel White-Label Platform Transformation for Insurance CRM (InTouch Pulse Campaigns) Led a full-scale GoHighLevel white-label platform transformation for an insurance-focused SaaS environment designed to support thousands of insurance agents nationwide. The engagement began with a comprehensive platform audit, where I evaluated multi-subaccount architecture, pipeline structure, workflow automation systems, snapshot organization, CRM configurations, user experience design, and infrastructure readiness for scaling. The audit uncovered several operational inefficiencies including inconsistent pipeline stages, missing automation workflows, generic templates not tailored to the insurance sales lifecycle, incomplete domain/email configurations, and lack of standardized onboarding resources for agents. Following the strategic assessment, I redesigned the insurance-specific CRM pipeline architecture, aligning each stage with the real customer journey, from new lead intake and contact attempts to quoting, policy issuance, renewals, and referral tracking. I also developed a structured workflow automation library that included universal follow-up sequences, appointment reminders, onboarding workflows, agent assignment automation, and lifecycle nurturing campaigns. These automations significantly improved response time, reduced manual workload, and ensured consistent communication across all agent accounts. To support adoption, I produced a complete training and onboarding resource system, including step-by-step SOP documentation, Loom video tutorials, workflow walkthroughs, CRM usage guides, and troubleshooting

CRM Implementation Specialist & GHL Expert

FlowState Automations • Meio período

Dec 2025 - Present • 5 mos

At FlowState Automations, I served as the lead technical architect for insurance agencies transitioning into automated systems. I specialize in the GoHighLevel (GHL) ecosystem, building proprietary "Snapshots" that agencies use to manage their entire sales floor. My role was to eliminate manual data entry and ensure that no insurance lead was ever left behind due to human error. Detailed Responsibilities & Technical Execution: Full Pipeline Setup & Visualization: Constructed visual pipeline setups tailored to insurance workflows (e.g., New Lead > Double Dialed > Appointment Set > No Show > Application Submitted > Policy Issued). This gave agency owners a "God-view" of their business revenue in real-time. Advanced Workflow Automations: Built sophisticated automations and "Speed-to-Lead" protocols. This included instant SMS/Email triggers immediately after a Facebook Lead Form submission, followed by a 7-day aggressive nurture sequence designed to force a phone conversation. GHL SaaS & Whitelabelling: Consulted for large IMOs and FMOs on GHL SaaS account setup. I helped agencies whitelabel the software to create their own branded CRM (selling it as their own proprietary technology), setting up the Twilio integration, Mailgun SMTP, and custom domains for a seamless user experience. Sub-Account Creation & Management: Managed the master agency account, handling sub account creation for hundreds of downline agents. I created a templated onboarding system that allowed new agents to plug into the system and start receiving leads within 24 hours of joining the agency. Insurance Bot Creations: Developed and trained AI-powered insurance bot creations (using Conversational AI). These bots were programmed to engage leads via SMS, handling initial objections ("Is this free?", "Send me info"), and qualifying the prospect before booking a live call on the agent’s calendar.

Senior Media Buyer & Lead Gen Strategist (Insurance Vertical)

Apex Assurance Media • Freelance

Mar 2025 - Nov 2025 • 8 mos

As a Senior Media Buyer for Apex Assurance Media, I spearheaded the digital client acquisition strategy for over 20+ independent insurance agents and national brokerages. My core mandate was moving beyond "vanity metrics" (likes/views) and focusing strictly on Lead Generation and Return on Ad Spend (ROAS). I managed monthly ad budgets ranging from $1,000 to $15,000, specifically within the Meta Ads (Facebook & Instagram) ecosystem. Detailed Responsibilities & Technical Execution: High-Intent Campaign Architecture: Designed and launched complex Facebook Ad campaigns targeting Life Insurance leads and Final Expense insurance leads. I utilized "long-copy" ad creatives to educate the prospect before they clicked, ensuring that every lead generated had higher intent and was fully aware of the product offering, drastically reducing the "I didn't request this" objection. Niche-Specific Targeting: Executed granular targeting strategies for Mortgage Protection leads, leveraging precise demographic data (new homeowners, refinancing triggers) combined with age-banding to hit the perfect prospect. For Final Expense, I utilized lookalike audiences based on 1% purchase data to find seniors actively looking for burial coverage. Advanced Lead Forms & funnels: Moved clients away from generic lead forms to custom, high-friction forms that ask qualifying questions (e.g., "Do you smoke?", "Do you have active coverage?", "Who is your beneficiary?"). This filtration process increased agent bind rates by 25%. Compliance & CMS Guidelines: Ensured all Medicare and Health Insurance creatives strictly adhered to CMS marketing guidelines and T-65 compliance rules to protect agent licenses while still driving volume during AEP and OEP seasons. Creative A/B Testing: Managed a rotating library of creative assets, testing video vs. static image, "scare tactic" vs. "peace of mind" angles, and user-generated content (UGC) to lower Cost Per Lead (CPL) in competitive markets.