CTO, GOAT Leads · Business Systems Consultant
I’ve managed $38M+ in insurance ad spend across Meta and Google. I architect the lead systems behind 16,000+ agents and build the operating infrastructure most consultants only make slide decks about.
I do 3 of these a week.
Show up with your numbers. If the teardown isn’t useful in the first 10 minutes, we call it there. No pitch.
Meet Jai, my AI assistant: your cost per sale, an early read, and a private dashboard, free. jeromy.ai →
Unique consumer leads across the GOAT Leads platform and managed ad accounts, and counting.
$38M+ managed across Meta & Google.
That’s a real operator, not a stock photo. Full story →
You don’t need percentages. You know your counts. Plug in a week of raw numbers and see what each sale really costs you and how your stages convert.
Go deeperI wrote the full breakdown on unit economics: Unit Economics of Scaling Agency Systems →
Jai is my AI assistant. Text 4 weekly numbers and get your cost per sale, an early read of your funnel, and a private dashboard built around your numbers, whether you run a team of agents or close every deal yourself.
Not a guru screenshot. The actual ad accounts under my management. Meta and Google, side by side, with the dates to prove it.
Eleven insurance ad accounts under my management, spending between Jul 2024 and Jul 2026. Every campaign built inside Meta’s financial-services compliance rules from day one, because at this volume, a banned account isn’t a setback, it’s a catastrophe.
How it’s doneThe exact playbook behind this spend: Insurance Facebook Ads Playbook →
Search and YouTube demand capture running alongside the Meta engine: 6.7M clicks, 443M impressions. Most insurance marketers pick one platform. I run both, because your buyers don’t live in one place.
Operating at scaleThe systems and team structure behind the volume, written in March 2026. Managing $3M/Month in Insurance Ads →
After the spendThe other half of the math is when leads actually close. See the 2026 close-timing data →
Stage-by-stage agent accountability across leads, pickups, and closes, all tracked against cost per sale and P&L unit economics, not vanity metrics.
Explore agency scaling →First principlesWhy agencies need systems, not just leads: Why Insurance Agencies Need Lead Systems →
For growth-focused owners who want the machine behind the marketing. The Big-4-meets-operator rigor that makes companies efficient, effective, and significantly more profitable.
Explore systems consulting →The unsexy part nobody posts about. I’ve built this for GOAT Leads at 16,000+ agents. I can build it for you.
Talk infrastructure →Two ways in. GOAT Leads is your marketing partner: the platform, the systems, and the lead engine behind 16,000+ agents. Or work with me directly as a private client and I’ll build the machine inside your business.
Not sure which door?That’s what the teardown is for: book one here → Or start by texting your numbers to Jai at jeromy.ai →
He helped me get my campaign set up, then continued to help me lower my cost per lead and answer any questions I have. Jeromy gets my highest recommendation.
Hands down our go-to recommendation for Final Expense leads. He kills it with Medicare as well. Leads are booking time on agents’ calendars before the agent has even contacted them. Crazy.
Incredible ROI on FB leads. Hands down, no questions asked. Best leads I’ve ever bought.
Read the full reviews: 4× ROI, 11 of 14 leads booked in 2 days, and more →
Most marketers never read a P&L. I used to audit them.
I started out in audit, first at Ernst & Young and then Grant Thornton. CPA track, financial models all day long. I went on to be a CFO. Then I went bankrupt, and I’ll be honest, it took my identity right along with my bank account. Faith in Jesus Christ is what I rebuilt my life on after that.
I got into insurance leads almost by accident, and found out quick that knowing finance was an unfair advantage. Most marketers see cost per acquisition as a marketing number. I see a line on your P&L that decides if your business survives. That’s the lens behind LeadsBakery, our three Two Comma Club awards, and eventually me taking the CTO seat at GOAT Leads.
My priorities haven’t changed through any of it. God comes first, my wife Hope and our four boys come next, and the work comes after that. I’m Thai-American and I grew up on hard work, respect and gratitude, so that’s how I try to treat clients and build teams.
Free download
Seven operating decisions for a stronger insurance lead system. Learn what you can afford to pay, find the leaking stage, and choose the first change to make.
Start here insteadPrefer the long-form version? The Insurance Facebook Ads Playbook →
No. While insurance customer acquisition and agency scaling is my deepest vertical ($38M+ in managed ad spend across Meta and Google and 1.63M+ unique consumer leads across the GOAT Leads platform and managed ad accounts), I also provide hands-on Business Systems & Efficiency Consulting to growth-focused business owners across industries who need operational workflows, CRM data architecture, and unit economic financial models built to scale profitably.
For done-for-you agency scaling, I work best with IMOs, FMOs, and agency owners spending $50K+/month on lead generation, or those ready to scale to that level. If you’re a solo producer or smaller team building toward that, start by texting your weekly numbers to Jai, my AI assistant at jeromy.ai, to see what each sale really costs you and get a free private dashboard.
Both. It’s done-for-you. I architect the system, build the funnels and automation, and hands-on manage the ad accounts. I’ve managed $38M+ in ad spend across Meta and Google for clients. You’re hiring an operator, not a consultant who hands you a slide deck.
Primarily Meta (Facebook and Instagram), where $30.1M of my $38M+ in managed ad spend has run, plus Google Ads. Every campaign runs inside Meta’s financial-services compliance rules from day one.
It depends on scope: whether you need full lead-gen infrastructure, ad management, CRM and automation, or all of it. Rather than quote a generic number, I scope each engagement to your product lines and growth target on a funnel teardown call. Book one here and I’ll give you a clear picture.
Vetting a vendor?Get the 10-question checklist before you sign anything: Lead Vendor Vetting Checklist →
I learned this business from the broke side. When I couldn’t afford vendors anymore, I learned to generate my own leads. That skill became a track record of $38M+ in managed ad spend across Meta and Google and 1.63M+ unique consumer leads across the GOAT Leads platform and managed ad accounts.
Here’s the line: a vendor sells you leads and disappears. A marketing partner builds the machine with you and shows you the math. GOAT Leads is a marketing partner. So am I.
You’re not hiring another vendor. You’re hiring the operator who builds the machine with you, and shows you the math.
Operator noteJudge the match between what was promised, what arrived, and what happened next.
Get your free funnel teardown →30 minutes. A free audit of your acquisition and a clear scaling roadmap, whether we work together or not.
Get Your Free Funnel TeardownI do 3 of these a week.
Show up with your numbers. If the teardown isn’t useful in the first 10 minutes, we call it there. No pitch.
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