GHL Funnel Optimization — Help Convert Leads Into Booked Appointments (Financial Services)

Title: GHL Funnel Optimization — Help Convert Leads Into Booked Appointments (Financial Services) We're a Dallas-based retirement planning firm (HavenPoint Retirement Strategies) running lead gen through Facebook lead forms into GoHighLevel (white-labeled as REI Reply). We have a 9-touch follow-up sequence (RVMs, SMS, email, calls) but our lead-to-appointment conversion rate is too low and we need a specialist to fix it. What we need help with: - Audit our existing GHL workflows (we have 9-stage pipeline, custom fields, automations already built) and find leaks/bugs (e.g., duplicate workflow triggers causing double-enrollment) - Optimize sequence timing, messaging, and channel mix (RVM, SMS, email) to drive more booked calls - Review/improve SMS and email copy for compliance (TCPA) and conversion - Set up or troubleshoot integrations (Drop Cowboy/Stratics for RVM, Sendspark for video, calendar booking) - Provide recommendations on appointment-setting best practices specific to financial services / insurance lead gen Ideal candidate: - US-based, strong GHL/CRM experience specifically with financial services or insurance lead gen - Experience with appointment-setting funnels, not just general marketing automation - Familiar with TCPA compliance for SMS/calls - Can work hourly, async-friendly To apply: tell us about a similar funnel you've optimized and what conversion lift you achieved.