Eric Roman
Streamlining Growth and Leadership for JoyFULL People

Background
- Business Name: JoyFULL People.
- Founder: Eric Roman, a former dentist turned business coach.
- Industry: Dental practice coaching and leadership development.
- Mission: Help dental practitioners systematically grow their businesses while maintaining work-life balance and mental well-being.
Challenges
- Overburdened with operational roles, leaving Eric “run ragged” by daily responsibilities.
- Lacked a reliable system for generating and converting leads into appointments.
- Faced difficulties in scaling due to inefficiencies in converting leads into paying clients.
Goals and Objectives
- Refine and clarify the messaging for high-level online leadership programs.
- Develop and implement a system to consistently generate qualified leads and convert them into paying clients.
- Relieve Eric from day-to-day operational tasks, enabling him to focus on strategic leadership.
Strategies Implemented
- Established clear and compelling messaging for Eric’s leadership programs to resonate with the target audience.
- Built a systemized approach for lead generation and conversion to streamline client acquisition.
- Introduced processes to delegate operational tasks, freeing Eric to concentrate on growth and leadership.
Results
Appointments Generated
0
days
Created a system that resulted in 25+ appointments in less than 90 days.
Revenue Growth
$
0
k
Achieved over $300K in new recurring revenue within the same time frame.
Scalability
0
%
The surge in demand required ramping up fulfillment systems to manage the influx of clients.

Key Insights
- Well-defined messaging is critical for attracting and converting the right audience in coaching and leadership industries.
- A systemized lead-generation and conversion process can deliver rapid, scalable revenue growth.
- Delegating operational responsibilities allows leaders to focus on their core strengths and drive strategic initiatives.
Quote from Eric Roman
“In the course of less than 90 days, we generated over 300K in recurring revenue…we saw TOO MUCH success!”