Verified operator portfolio · 2019–2026

Jake's
Company Portfolio

Founder & operator of 11 customer-acquisition companies across real estate, mortgage, insurance, solar, home services, med spa and roofing. 📈 Every number, every funnel, every result.

MetaGoogleLinkedInTikTokSEO
See the results
Combined revenue
$0.00M
Est. 2019 · 11 companies

As recognized by

Forbes Councils memberInc. 5000 Fastest-Growing Private Companies
Ranked #1HighLevelAgency
ClickFunnels Two Comma Club9×
The scoreboard

Portfolio at a glance

💰
$0
Combined revenue
✍️
0
Sign-ups
🎯
0
Qualified leads
📅
0
Appointments
📣
$0
Ad spend managed
🚀
0.00x
Rev / ad spend

Revenue by company

Revenue share

$26.46M11 companies

Real Estate + GHL alone drove 47.8% 🏆

Return on ad spend leaderboard

Companies operating per year

The collection

11 companies. One operator.

01Real Estate Exited · Completed Founder verified
🏡

Real Estate Agents | Advertising & GHL CRM Build

A multichannel advertising and customer acquisition service for real estate agents, combining paid advertising with GoHighLevel CRM infrastructure. Lead generation, appointment scheduling, pipeline organization, and automated CRM follow-up built a consistent flow of potential customers.

Case No. 01 of 112019–2022
MetaGoogleLinkedInTikTok
Paid AdsGHL CRMAutomation
Total revenue
$0
Peak month
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Real Estate Ads + GHL

Acquisition funnel

6.96% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$53
Cost / appt
$103.92

Conversion rates

Lead-to-book51%
Show rate65%
Close rate21%
Lead-to-customer6.96%
5.06x
Return on spend
CAC $761.32
AOV $2,123

Spend vs. revenue

Spend $2.50MRevenue $12.66M
02Mortgage Exited · Completed Founder verified
🏦

Mortgage Professionals | Advertising & GHL CRM Build

A paid advertising and CRM automation offer for mortgage professionals. Targeted lead generation paired with GoHighLevel CRM builds, contact management, automated follow-up, and appointment scheduling for a repeatable borrower acquisition process.

Case No. 02 of 112021–2022
MetaLinkedIn
Paid AdsGHL CRMAutomation
Total revenue
$0
Peak month
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Mortgage Ads + GHL

Acquisition funnel

7.43% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$73
Cost / appt
$123.73

Conversion rates

Lead-to-book59%
Show rate63%
Close rate20%
Lead-to-customer7.43%
3.72x
Return on spend
CAC $981.99
AOV $2,315

Spend vs. revenue

Spend $1.43MRevenue $5.32M
03Solar Exited · Completed Founder verified
☀️

Solar Professionals | Advertising & GHL CRM Build

An advertising and sales automation offer for solar professionals. Meta advertising combined with GHL CRM implementation to capture prospective solar customers, manage follow-up, book consultations, and track opportunities.

Case No. 03 of 112021–2022
Meta
Meta AdsGHL CRM
Total revenue
$0
Peak month
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Solar Ads + GHL

Acquisition funnel

6.4% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$34
Cost / appt
$80.95

Conversion rates

Lead-to-book42%
Show rate*61%
Close rate*25%
Lead-to-customer6.4%
1.21x
Return on spend
CAC $530.85
AOV $2,311

Spend vs. revenue

Spend $192KRevenue $233K
04Real Estate × AI Exited · Completed Founder verified
🎙️

Real Estate Agents | Advertising & AI Voice Build

Paid advertising and AI voice appointment acquisition for real estate agents. Campaigns generated inquiries while AI voice handled lead contact, conversational follow-up, qualification, and scheduling.

Case No. 04 of 112022–2025
MetaLinkedIn
Paid AdsAI Voice
Total revenue
$0
Peak month (est.)
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Real Estate Ads + AI Voice

Acquisition funnel

10.29% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$39
Cost / appt
$61.90

Conversion rates

Lead-to-book63%
Show rate*71%
Close rate*23%
Lead-to-customer10.29%
3.67x
Return on spend
CAC $379.07
AOV $1,752

Spend vs. revenue

Spend $365KRevenue $1.34M
05Home Services Exited · Completed Founder verified
🛠️

Home Service Businesses | Advertising & AI Voice/SMS Build

Meta advertising integrated with AI voice calling and SMS automation to handle inquiries, continue conversations, qualify, re-engage unresponsive leads, and schedule service appointments.

Case No. 05 of 112023–2025
Meta
Meta AdsAI VoiceAI SMS
Total revenue
$0
Peak month (est.)
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Home Services + AI Voice/SMS

Acquisition funnel

8.68% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$27
Cost / appt
$50.00

Conversion rates

Lead-to-book54%
Show rate*67%
Close rate*24%
Lead-to-customer8.68%
5.65x
Return on spend
CAC $310.95
AOV $2,447

Spend vs. revenue

Spend $232KRevenue $1.31M
06Insurance Exited · Completed Founder verified
🛡️

Insurance Agents | Advertising & GHL CRM Build

Multichannel insurance prospect acquisition combining paid social with GoHighLevel CRM infrastructure | lead capture, pipeline organization, appointment scheduling, and automated follow-up.

Case No. 06 of 112023–2024
MetaLinkedInTikTok
Paid SocialGHL CRM
Total revenue
$0
Peak month
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Insurance Ads + GHL

Acquisition funnel

17.83% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$32
Cost / appt
$42.11

Conversion rates

Lead-to-book76%
Show rate*69%
Close rate*34%
Lead-to-customer17.83%
7.66x
Return on spend
CAC $179.48
AOV $1,639

Spend vs. revenue

Spend $304KRevenue $2.33M
07Insurance × AI Exited · Completed Founder verified
🤖

Insurance Agents | Advertising & AI Voice Build

Meta advertising combined with AI voice automation. Ads generated inquiries while AI-powered calling handled outreach, follow-up, qualification, and appointment booking.

Case No. 07 of 112024–2025
Meta
Meta AdsAI Voice
Total revenue
$0
Peak month
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Insurance Ads + AI Voice

Acquisition funnel

10.57% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$63
Cost / appt
$106.77

Conversion rates

Lead-to-book59%
Show rate*64%
Close rate*28%
Lead-to-customer10.57%
4.56x
Return on spend
CAC $595.91
AOV $2,965

Spend vs. revenue

Spend $464KRevenue $2.11M
08Mortgage × AILive · Active Founder verified
📲

Mortgage Professionals | Advertising & AI Voice/SMS Build

A newer mortgage acquisition service combining Meta advertising with AI voice and SMS automation for rapid lead response, qualification, follow-up, and appointment scheduling.

Case No. 08 of 112026–present
Meta
Meta AdsAI VoiceAI SMS
Total revenue
$0
Peak month
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Mortgage + AI Voice/SMS

Acquisition funnel

10.34% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$13
Cost / appt
$13.99

Conversion rates

Lead-to-book93%
Show rate53%
Close rate21%
Lead-to-customer10.34%
13.65x
Return on spend
CAC $125.67
AOV $1,963

Spend vs. revenue

Spend $7.9KRevenue $108K
09Med Spa & Chiro Market Pivot Founder verified
💆

Med Spas & Chiropractors | SEO & Paid Advertising

Patient acquisition and local visibility for med spas and chiropractic clinics. SEO combined with paid advertising to improve discovery, attract patients, and generate consultation inquiries.

Case No. 09 of 112023–2025
SEOMeta
SEOMeta Ads
Total revenue
$0
Peak month
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Med Spa / Chiro SEO + Ads

Acquisition funnel

9.55% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$68
Cost / appt
$109.66

Conversion rates

Lead-to-book62%
Show rate*70%
Close rate*22%
Lead-to-customer9.55%
10.48x
Return on spend
CAC $712.00
AOV $1,036

Spend vs. revenue

Spend $96.8KRevenue $1.01M
10Insurance PPLLive · Active Founder verified
🎯

Insurance Agents | Pay-Per-Lead Advertising

A performance-oriented pay-per-lead service for insurance agents, using Meta advertising focused on lead delivery rather than conventional monthly ad management alone.

Case No. 10 of 112026–present
Meta
Meta AdsPay-Per-Lead
Total revenue
$0
Peak month (est.)
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Insurance Pay-Per-Lead

Acquisition funnel

18.28% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$34
Cost / appt
$36.14

Conversion rates

Lead-to-book94%
Show rate*72%
Close rate*27%
Lead-to-customer18.28%
2.73x
Return on spend
CAC $186.00
AOV $569

Spend vs. revenue

Spend $6.3KRevenue $17.3K
11RoofingLive · Active Founder verified
🏠

Roofing Contractors | Pay-Per-Lead Advertising

Pay-per-lead customer acquisition for roofing contractors using Meta advertising to generate homeowner inquiries | measurable lead delivery connecting roofers with real projects.

Case No. 11 of 112026–present
Meta
Meta AdsPay-Per-Lead
Total revenue
$0
Peak month (est.)
$0
Revenue / ad spend
0.00x
Case study video · coming soon
Roofing Pay-Per-Lead

Acquisition funnel

17.27% lead → customer
Qualified leads0
Appointments0
Sign-ups0
Cost / lead
$49
Cost / appt
$51.21

Conversion rates

Lead-to-book96%
Show rate*72%
Close rate*25%
Lead-to-customer17.27%
3.53x
Return on spend
CAC $283.79
AOV $1,065

Spend vs. revenue

Spend $6.8KRevenue $24.0K

$26,462,569 and counting.

9,542 sign-ups · $51.15 blended cost per lead · $587.52 blended CAC · 4.72x return

Forbes Councils memberInc. 5000 Fastest-Growing Private Companies
Ranked #1HighLevelAgency
ClickFunnels Two Comma Club9×
Founder-reported data Inc. 5000 honoree Forbes Councils

* Marked show rates, close rates and monthly peaks are modeled estimates. Lead and appointment counts are rounded.