Build guides
Build guides for insurance agencies.
Every guide here takes you from nothing to a finished project. Every step, every prompt, every script, and the traps that cost time. They are written to be handed to Claude Code and followed. Nothing is gated and nothing is summarised.
- Start to finish
Nothing to a working build. No step assumed, no step skipped.
- The real thing
Every command and every prompt is the one we run, not an illustration.
- No gate
No email, no signup, no upsell in the middle. Read it and build it.
Build a Medicare AEP Renewal Pipeline in GoHighLevel
Four copyable prompts build an AEP renewal system in GoHighLevel: a five stage pipeline and assigned-agent review calendar, Conversation AI and one Voice AI agent that read Ambrose MEMORY JSON before every reply and call, four workflows using native GHL texts, emails and AI calls, Smart Lists, a dashboard and a controlled test and launch.
About a day to build and test 7 steps In the PlaybookBook AI Appointments on the Assigned Agent's Calendar
Make your AI book every appointment on the calendar of the agent who owns the lead, no coding required. Seven click-by-click GoHighLevel steps, each with a check so you know it worked, plus the exact prompt to paste into Codex so it builds the whole setup for you.
About an hour by hand, 15 minutes with Codex 6 steps In the PlaybookBuild a Conversational AI for One Pipeline
An AI that holds a real conversation with every contact in one pipeline, across SMS, Messenger, Instagram and email, and books the appointment. The PIT scopes, the persona files, the two definitions that are the whole design, the pipeline filter that scopes the agent, the run instruction, the HIPAA gate, and the eight mistakes that make a working agent look broken.
About an afternoon to build 9 steps Step by step seriesBuild a Video to Shorts Pipeline
Turn one weekly recording into a longform episode and ten or more vertical shorts. Transcription, dead air removal, idea mining, the coherence gate, animated captions, scoring, and thumbnails.
About two days to build 7 stages In the PlaybookBuild Your Own AI Visibility Tracker
Your content performance is split across four places that never talk to each other: AI citations in Bing, classic search in Google, classic search in Bing, and the visits that reach your site. Pull all four into one dashboard you can decide from, stage by stage, starting with one that needs nothing installed.
About a weekend to build 6 steps In the PlaybookWhat an AI-Built Insurance Website Actually Costs to Run
Two invoices for the same website build, $500 and $3, and the billing route that explains all of it. The meter words to look for, why automations are where agencies get surprised, and the four rules we run.
About an hour to check your own exposure 9 sections In the PlaybookThe Pre-Publish Checklist for an Insurance Website
Nothing ships until every box is ticked. Four pillars, then compliance, accessibility and speed, plus the perfect performance score that actually means the page rendered nothing.
About a morning to run on a live site 5 steps In the PlaybookPublish a Carrier Network Change the Same Day It Breaks
The highest intent local traffic an agency will ever see has a shelf life of about three days. This is the workflow that publishes an accurate, sourced page while it is still happening.
Minutes per post once it is set up 6 sections In the PlaybookWhat Thousands of County Pages Actually Cost to Run
One page per county, each carrying the real numbers for that county. What the monthly lines actually are, where it goes wrong, and why the data pipeline is the whole cost.
A weekend for the first page, then it scalesNothing matches that yet. Ask for it on a call and it moves up the list.
More on the way
Each guide documents something we built and run, which is why there are not fifty of them. If you want one on a specific build, say so on a call and it moves up the list.
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