Sachin Patel
Transforming Sales and Scaling Operations at Perfect Practice
Background
- Business Name: Perfect Practice
- Founder: Sachin Patel, alongside partner Dipa Patel.
- Industry: Functional medicine business coaching.
- Team Structure: A two-person core team with outsourced sales, web, and development support.
- Target Audience: Practitioners and health coaches in functional medicine and wellness sectors.
- Objective: Helping clients build, grow, and scale their practices.
Challenges
- The CEO (Sachin) was the primary sales driver, limiting scalability.
- Heavy involvement in closing deals prevented growth in other areas.
- A sense of being "stuck" despite knowing greater potential existed.
Goals and Objectives
- Enhance paid advertising to increase lead generation and client acquisition.
- Establish an evergreen educational event as a consistent revenue stream.
- Develop optimized systems to enable Sachin to focus on higher-level strategies and operations.
Strategies Implemented
- Ran targeted paid advertising campaigns to drive lead generation.
- Designed and executed an educational event strategy to engage and convert leads.
- Built a systematic and streamlined sales process, including the recruitment and training of a dedicated sales team.
Results
Advertising efforts generated 9,800 leads, leading to $1.7 million in revenue.
The educational event resulted in: 54 calls booked. 75 enrollments in their hybrid training/coaching/mastermind program (48.7% enrollment rate).
Creation of a robust sales team freed Sachin from daily sales operations.
Within four months, the company matched the previous year’s income and surpassed annual goals, providing Sachin and his team more time for strategic growth.
Key Insights
- The power of delegation: Creating a dedicated sales team enabled Sachin to focus on scaling.
- Evergreen educational events can serve as reliable lead-to-client conversion tools.
- Optimized systems and targeted advertising amplify operational efficiency and profitability.
Quote from Sachin Patel
"In the first four months, we were able to match the income of our entire last year and had already surpassed our goals for the year…which freed our time to focus on being the driver of the bus."