Services & Consulting
Scale Customer Acquisition. Streamline Business Operations.
Whether you run an insurance agency looking to dominate customer acquisition or a business owner ready to build scalable, profitable operating systems — here is how we work together.
Core Capabilities
Three Ways We Partner to Scale
Whether you require enterprise customer acquisition for your insurance agency, business systems and efficiency consulting to eliminate operational drag, or done-for-you ads management — each engagement is engineered around unit economics and bottom-line profit.
1. Agency Scaling & Client Maximization
Complete end-to-end customer acquisition and distribution infrastructure built specifically for insurance agencies and IMOs. We engineer proprietary funnels, automated scoring, and instant agent distribution to turn ad spend into placed premium at scale.
- Custom funnel architecture across 6 insurance verticals
- High-converting landing pages built for financial compliance
- Lead scoring, fraud filtering, and intelligent routing
- Real-time distribution directly into agent dialers and CRMs
- Agent-level production tracking and unit economics
- Lead-to-sale pipeline architecture for agency principals
2. Business Systems & Efficiency Consulting
For growth-focused business owners who want systems built to make their operations efficient, effective, and significantly more profitable. Drawing on my Big 4 audit and CFO background, I design your operational engine from unit economics to frictionless execution.
- End-to-end operational workflow audit & bottleneck removal
- Custom CRM architecture & pipeline builds (GoHighLevel, Supabase)
- Financial modeling, unit economics, and P&L margin optimization
- Automation of repetitive intake, sales, and fulfillment tasks
- Custom dialer, telecom, and communication stack integrations
- Executive KPI dashboards for real-time visibility into cash flow
3. Done-For-You Ads Management
Elite, hands-on management of high-volume ad accounts across Meta (Facebook/Instagram) and Google. Currently managing $3M+/month across high-growth accounts. The direct partner you hire when you need to scale spend from $50K past $500K+/month profitably.
- Full-funnel Meta (Facebook & Instagram) campaign scaling
- High-intent Google Ads management and YouTube scaling
- Strict financial-services compliance from launch
- Rapid creative testing, concept iteration, and video production
- Dynamic budget allocation based on marginal customer value
- Weekly reporting with CFO-level P&L context
Social Proof
What Agency Owners Say
I invested in his leads and boom — my business skyrocketed. I went from chasing leads to people scheduling trying to talk to me! Try him out, you will not regret it.
This was the missing link in my business. He could charge more than double what he is now and it would still be extremely valuable.
Jeromy is an absolute marketing genius! He has helped KC Insurance tremendously — he will make a huge difference in your business.
How It Works
The Process
Discovery & Strategy Call
We audit your current customer acquisition channels, operational bottlenecks, and unit economics. Then we map out an actionable plan to scale profitably.
Blueprint & System Build
We architect your funnels, configure CRM pipelines, build automation workflows, and structure campaigns engineered to handle volume from day one.
Launch, Optimize & Scale
Hands-on optimization, weekly executive reporting, and systematic scaling. We drive acquisition costs down, eliminate operational drag, and increase net margin.
Who This Is For
I partner with insurance agency principals scaling customer acquisition and growth-minded business owners who want reliable operating systems built to expand.
- → Insurance agency & IMO owners spending $50K–$500K+/month (or ready to scale)
- → Business owners who want operational systems built to eliminate manual friction
- → Organizations that need scalable infrastructure, not band-aid tactics
- → Leaders who prioritize unit economics, P&L profitability, and long-term value
- Agency Ad Spend $50K+/month
- Business Systems Fit $500K+/yr Revenue
- Commitment 6+ months
- Mindset Scale-ready
Verticals
Lead Generation by Insurance Vertical
FAQ
Frequently Asked Questions
Do you only work with insurance agencies?
No. While insurance customer acquisition is my deepest vertical ($38M+ ad spend, 1.19M leads), I also provide Business Systems & Efficiency Consulting to growth-focused business owners across industries who need operational workflows, CRM architecture, and financial models built to scale profitably.
What size business or agency do you work with?
For agency ad management, I work best with IMOs, FMOs, and agency owners spending $50K+/month (or ready to scale to that level). For Business Systems Consulting, I work with established companies generating $500K+ in annual revenue that want to eliminate bottlenecks, automate operations, and maximize profit margins.
Do you manage the ad spend, or just advise?
Both. For ads management, it is 100% done-for-you: creative, media buying, tracking, and compliance. For systems consulting, I deliver architecture, implementation, and automation workflows so your team can execute friction-free.
Which ad platforms and technologies do you use?
For advertising: Meta (Facebook and Instagram) and Google Ads. For systems & automation: GoHighLevel, Supabase, ViciDial/telecom integrations, custom webhook workflows, Zapier/Make, and modern AI automation tools.
How much does it cost to work with you?
It depends on scope — whether you need full customer acquisition infrastructure, done-for-you ad management, a business systems overhaul, or a complete growth partnership. Rather than quote a generic number, I scope each engagement to your goals on a free strategy call. Book one here and I'll give you a clear picture.