I was tired of sending traffic into a messy setup. Yohn helped me get the page, opt-in flow, and follow-up organized so leads had a real path from the first click.
Raidel C.Insurance agency owner
Skip the expensive trial-and-error.
Trying to run Facebook ads, build landing pages, set up lead capture, connect your CRM, and create a follow-up system... only to spend money and still feel like nothing is working?
I am a marketer and fellow insurance agent with over 10 years of experience running Facebook ads. I have made this work for myself and for dozens of others, and I have spent hundreds of thousands testing ads, funnels, offers, and follow-up systems. I know what works, what wastes money, and how to help you get set up the right way from the beginning.
Lead system readiness
1. Capture
Ad traffic lands on a focused opt-in page.
Ad traffic lands on a focused opt-in page.
2. Organize
Every lead gets captured with the details your follow-up needs.
Every lead gets captured with the details your follow-up needs.
3. Follow up
The next step matches the product and audience: WhatsApp, phone, SMS, email, or calendar when it makes sense.
The next step matches the product and audience: WhatsApp, phone, SMS, email, or calendar when it makes sense.
4. Track
Your pipeline shows where each lead came from and what needs attention next.
Your pipeline shows where each lead came from and what needs attention next.
Why most agents lose money before they ever get a real lead
Facebook ads are expensive, competition is fierce, and insurance leads are unforgiving. If the ad, page, form, follow-up channel, and pipeline are not working together, the budget disappears fast.
Bad tests get expensive fast
A few wrong audiences, weak creatives, or unclear offers can burn through hundreds or thousands before you know what failed.
Cheap leads are not always good leads
Instant forms can bring volume, but too many people do not remember submitting, do not qualify, or never answer.
Messenger can waste your day
Messenger ads often turn into scattered conversations, low intent replies, and follow-up that is hard to track.
Landing pages are tricky
A page can look good and still fail. The offer, trust signals, mobile speed, form questions, and next step have to be designed correctly.
The follow-up channel matters
ACA for Hispanic audiences may need WhatsApp. Life insurance may need phone or SMS. A calendar link is useful sometimes, but it is not always the best first step.
Shared leads train you to chase
Agents get tired of calling leads that already heard from other agents, came from another vendor, or have no idea why they are being called.
Slow follow-up kills good leads
People shop fast. If the system does not notify you, organize the lead, and trigger the next touch quickly, another agent gets the conversation.
No tracking means no learning
Without clean source tracking, pipeline stages, and outcome notes, you cannot tell which campaign is worth scaling and which one is just eating budget.
One weak piece makes the whole funnel leak money.
Ad angle → opt-in page → lead capture → follow-up channel → pipeline → close. If one piece is wrong, you can blame Facebook all day and still keep wasting money.
Lead system setup$500
A shortcut into the setup most agents spend far more trying to figure out alone.
The solution is getting set up right from the beginning
I will personally audit your current setup, find the issues, explain what was going wrong, and then help set up your landing page, CRM or follow-up system, pixel, campaign foundation, lead capture, and next-step flow so you are starting from a much stronger place.
Website and opt-in landing page
A professional place to send people from ads, posts, referrals, or QR codes.
A professional place to send people from ads, posts, referrals, or QR codes.
Lead capture and CRM setup
Forms collect the right details and send them into the CRM or follow-up system you will use.
Forms collect the right details and send them into the CRM or follow-up system you will use.
Product-specific follow-up path
ACA for Hispanic audiences may work better through WhatsApp, life insurance may fit phone or SMS, and calendar booking is used only when it makes sense.
ACA for Hispanic audiences may work better through WhatsApp, life insurance may fit phone or SMS, and calendar booking is used only when it makes sense.
Pipeline and tracking structure
The agent can see where leads are, what source they came from, and what needs attention.
The agent can see where leads are, what source they came from, and what needs attention.
SMS and A2P guidance
We help prepare the consent and setup pieces when texting is part of the follow-up plan.
We help prepare the consent and setup pieces when texting is part of the follow-up plan.
Tailored Facebook campaign setup
The campaign foundation is built around the insurance offer, audience, target language, and follow-up path.
The campaign foundation is built around the insurance offer, audience, target language, and follow-up path.
How it works
Simple process. No guessing. No complicated tech mess.
1. Audit
We look at what you already have: ads, page, offer, CRM, follow-up, pixel, forms, calendar, WhatsApp, SMS, email path, and anything else connected to your lead flow.
2. Fix the weak points
I show you what was hurting your results, explain what was wrong in plain English, and clean up the pieces causing wasted spend, bad leads, or missed follow-up.
3. Set up the system
We get your landing page, lead capture, pixel, campaign foundation, CRM or pipeline, and follow-up path pointed in the right direction for your product, market, and language.
4. Review and next steps
You review the setup, test the form and follow-up flow, and leave with a clear direction. If you want ongoing done-for-you support after that, we can talk about what makes sense.
Real testing, not theory
Proof from real Facebook ad testing
I have spent thousands testing campaigns, audiences, offers, pages, and follow-up paths. These examples are here so you can see this is based on real ad account experience, not random guesses.
Examples from campaign testing. Results vary by offer, market, budget, audience, landing page, and follow-up.
Client reviews
Built for agents who want to stop guessing and start with a real lead system
I have helped dozens of people get better results by setting up websites, opt-in pages, tailored Facebook campaign foundations, lead capture, and follow-up systems so new leads have a clean path from click to conversation.
Insurance agency owner
I knew I needed leads, but I did not want to waste more money testing random pages and ads. The setup gave me a clear starting point and a system I could understand.
Maria L.Health insurance agent
My audience is bilingual, and I needed the flow to make sense for the people I actually serve. The setup made the offer, language, and follow-up feel connected.
Carlos M.Independent producer
Before this, follow-up was where leads disappeared. Having the form, CRM or pipeline, and contact path connected made it much easier to know who needed attention next.
Jennifer R.Licensed agent
The value was not just the page. It was skipping weeks of guessing and starting with a setup built from someone who already tested what works and what does not.
Daniel P.Insurance broker
Limited personal setup
Not every agent is the right fit
Because I personally audit and help set up each system, I only work with a limited number of agents at a time.
This is not a mass-market template service. On the free discovery call, we will look at your product, market, goals, current setup, and what you are trying to fix.
If I believe I can help, I will explain the best next step. If it is not a good fit, I will tell you that too.
Book a discovery call
We will look at what you have now, where leads are getting lost, and whether this setup is the fastest way to get you on the right path.
Questions agents usually have
Most agents are not missing effort. They are missing a clear system. These are the questions we usually clear up before fixing the ads, page, lead capture, and follow-up path.
Why is the $500 setup worth it?
Because figuring this out alone can cost thousands in wasted ads, bad landing pages, weak offers, missed leads, disconnected follow-up, and time you never get back. The goal is to shortcut that learning curve and start from a cleaner foundation.
What if I already tried Facebook ads and they did not work?
That is exactly why we audit the whole lead path. Ads can fail because the offer is wrong, the audience is too broad, the page does not build trust, the form brings low-quality leads, or the follow-up is too slow.
What if my leads are cheap but low quality?
Cheap leads are not the goal. The goal is a lead path that fits the product, language, market, and follow-up style. Sometimes that means changing the form, the page, the offer, the targeting, or the first contact method.
Do I need a calendar, or can leads go somewhere else?
It depends on what you sell and who you are targeting. ACA for Hispanic audiences may work better with WhatsApp. Life insurance may work better with phone, SMS, or a simple form. Calendar booking is useful when it fits the offer, but it is not forced.
What if I already have a website, CRM, or landing page?
Then we review what you already have first. If it can be fixed, we fix it. If it is costing you leads or creating confusion, I will explain what is wrong and help rebuild the parts that need to change.
Do you help with A2P and SMS setup?
Yes, when SMS makes sense for the follow-up plan. I can help prepare the consent language, website pieces, and setup details. Carrier approval is handled by the carrier review process and cannot be guaranteed.
Can you keep helping after the setup?
Yes. There is an ongoing done-for-you option for agents who want help managing and improving the system after the setup. The amount depends on your market, product, ad budget, campaign goals, and how much support you want.
Does this guarantee leads or sales?
No. No honest marketer can guarantee leads or sales. What this does is give your ad spend a stronger system behind it: better page, better capture, better tracking, and a follow-up path that makes sense for the audience.