Automation built by an agent who answers to carriers.
Free. The 10-System Rules-First Automation Playbook — every pipeline, sequence, and message designed around the CMS, TCPA, and CAN‑SPAM rules in effect when it was written.
- Planned: 10 GoHighLevel systems, from lead intake to review requests
- A 38-point operational checklist (v3 scope; 2027 may change)
- Written by a licensed agent who runs these systems on his own book
Rules change; you and your FMO/IMO remain responsible for compliance. HK Citadel makes no warranty of compliance.
What the document contains
Thirty-plus pages. No padding. Each system is described the way you would build it — triggers, timing, and the rule it is designed around.
The ten systems, end to end
Lead intake, Scope of Appointment, nurture, booking, new-member service, referral, and review — the full architecture of an agent operation on GoHighLevel, with a record of what was sent and when.
The Scope of Appointment workflow
SOA capture, storage, and record-keeping designed around the CMS rules in effect when it was written — a workflow agents commonly get wrong.
The 38-point checklist
An operational checklist covering CMS marketing rules, TCPA consent and revocation, and CAN‑SPAM footers and unsubscribe handling. Not legal or compliance advice.
A2P 10DLC registration, walked through
The wireless-carrier registration step that can block an agent from texting at all — walked through step by step.
Starter templates throughout
Email and SMS starter copy with consent language, disclaimer placement, and footer elements — for you and your compliance team to review before use.
Built by a working agent
I sell Medicare Advantage, ACA, and life insurance under the same rules these systems are designed around. When a workflow in this playbook handles a Scope of Appointment or a consent record, it is because I have to handle that in my own book of business first.
Many automation vendors come to insurance from software. I learned automation because the alternative was losing evenings to follow-up that software should have done — and I built it with my own license in mind.
Every system here was designed for my own agency first.
Sent to your inbox when the 2027 edition is ready, at no cost
First name and email. Nothing else is asked, because nothing else is needed. The playbook is being revised for the 2027 rules — sign up and the updated edition comes to you when it is ready.