Bobronis

Tax Lead Generation & Funnel Specialist

S AND D tax solution

Dec 2025 - Present • 8 mos

Planned and executed Facebook ad campaigns for tax preparers and CPA firms during peak tax seasons. Built lead generation funnels using Instant Forms, local targeting, and promotional offers to attract high-intent tax prospects. Managed campaign pacing to maintain lead volume while controlling CPL. Set up automated workflows inside GoHighLevel to handle new tax leads, assign pipeline stages, trigger notifications, and follow up with unresponsive prospects. Focused on minimizing missed leads during high-volume periods and improving booking rates through automation.

GoHighLevel CRM & Automation Specialist

S&D tax solutions • Fulltime

Dec 2025 - Present • 8 mos

Designed and implemented complete GoHighLevel CRM systems for insurance agents, tax firms, and local service providers. Built custom pipelines, opportunity stages, workflows, triggers, tags, and automated SMS and email follow-ups to ensure leads were contacted quickly and consistently. Integrated Facebook lead forms directly into GoHighLevel to automate lead intake, notifications, and assignment. Created follow-up sequences for contacted, no-response, booked, and closed leads. Focused on reducing manual work, improving response time, and increasing conversion rates through structured CRM automation and lifecycle management.

Insurance Lead Generation Consultant

Apex Insurance Marketing Group

Oct 2025 - Dec 2025 • 2 mos

Provided Facebook lead generation solutions for life insurance and Final Expense agents. Managed end-to-end campaign setup, including targeting seniors, compliance-friendly ad copy, instant lead form creation, and budget testing. Helped agents validate performance through small test budgets before scaling. Worked on lead delivery optimization by improving form quality, filtering questions, and CRM integration. Assisted clients in connecting Facebook leads to GoHighLevel for automated follow-up and pipeline tracking. Focused on consistent lead flow, realistic CPL benchmarks, and long-term campaign stability. Skills: Insurance Lead Generation, Final Expense Ads, Facebook Lead Forms, CRM Integration