From Google Sheets Chaos to $10M Managed: The $7k CRM Build 🚀

Apr 14 (edited) • Wins 🌟

It’s been a while since I posted here, but I wanted to share a win that’s as much about persistence as it is about automation.

I’d been following up with a life insurance agency owner on IG for months. No matter how many times I reached out, the timing wasn't right. But I stayed consistent. Fast forward to late last year—she flew into my country for an event, we finally met in person, and that handshake was all it took. She paid, and we got to work.

The "Before": The Google Sheets Struggle

Her agency was running on a team of 22 agents and pure manual labor. She was using Google Sheets to track everything. She would buy leads, send them to her VAs, and they’d call them one by one. Leads were falling through the cracks, and tracking was a nightmare.

The Solution: A Branded Agency Ecosystem

I built a custom CRM to replace the spreadsheets and centralize the operation:

VA Dashboard: Now, she uploads leads and her VAs log in to a dedicated portal to call through them.
Streamlined Workflow: VAs log call statuses directly in the CRM and book meetings onto her calendar in one click.
The Revenue Saver: I built an Automatic Policy Payment Reminder feature(Email and sms). This replaced the need for manual "renewal calls," ensuring her $10M+ in active policies stay on the books.

The "Client Connection"

Technical specs aside, she loved that the system was decked out in her brand colors and logo. In her words, it made her feel "more connected" to the software because it felt like a true extension of her agency, not a generic tool.

The Result? Within 4months of moving off Sheets and into this system, she became the top producer in her company (check the "Cruise Champion" award photo).

The Takeaway: Don’t sleep on the follow-up. It took months of DMs and an in-person meeting to close this, but seeing her hit the top of her leaderboard makes every follow-up worth it.

I've also attached a quick clip from when she visited—nothing beats meeting a client in person to finalize the vision before diving into the code."

How many of you have had to "nurture" a lead for 6+ months before they finally pulled the trigger? Was it a meeting that finally closed the deal?

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