Emmanuel Pereyras / GoHighLevel Expert

Work / One connected GoHighLevel system

Case study ยท Insurance

One connected GoHighLevel system

44,827 contacts, 5,379 scored opportunities and an AI agent booking calls, all running inside one account.

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ClientSierra Pacific Insurance Services
RoleGoHighLevel CRM and Executive Marketing Manager
PeriodSep 2024 to present
ScopeCRM, funnels, automation, AI, reporting
One connected GoHighLevel system

The situation

Sierra Pacific is the account I know best. I started on the marketing side and the role grew into CRM structure, workflow automation, campaign operations, AI follow up and reporting.

Before the rebuild, lead response depended on someone remembering. Conversations, campaigns and CRM actions were not connected, so nobody could say what had happened to a lead or what should happen next.

Everything below is a screenshot from that live account, with names and contact details blurred.

44,827Contacts in one CRM
5,379Scored opportunities
$235.89KPipeline value tracked
24.06%Conversion rate

Inside the build

Screens from the live account. Contact details are blurred for privacy.

From scattered lead handling to one connected system
From scattered lead handling to one connected system. Lead response depended on manual work and visibility across stages was limited. The fix was structural, not cosmetic.
44,827 contacts in one CRM view
44,827 contacts in one CRM view. Contact details, business information, activity history and lead classification in one searchable database with smart lists and tags.
5,379 opportunities sorted by lead score
5,379 opportunities sorted by lead score. Engagement from forms, calls, chats and emails feeds a score. The score sets the category, the category applies a tag, the tag moves the opportunity.
4,246 paid leads routed automatically
4,246 paid leads routed automatically. Every ad lead enters a sorter that waits for engagement, then branches into hot, warm, cold or opt out. Four nurture paths instead of one queue.
Cold leads brought back into follow up
Cold leads brought back into follow up. 2,013 contacts enrolled in reactivation and 261 in warm nurture. The database keeps working after the first campaign ends.
AI agents booking calls around the clock
AI agents booking calls around the clock. 187 appointments booked, 88.42% of tracked conversations resolved, and an estimated 125.6 hours of manual replies saved.
Dashboards the owner actually reads
Dashboards the owner actually reads. Pipeline value, opportunity status and conversion rate in one view, so decisions about ad spend are made on data.
How the pieces connect
How the pieces connect. The funnel, the CRM, the automation, the AI and the reporting run as one flow rather than five separate tools.

Want something like this in your account?

Send me a short note about where your leads are getting stuck. I will reply with the first thing I would fix, whether or not you hire me.

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