Sham Patel

• 350,000 cc closed as of 9/20/24 (2k and 3k price point)
• Joined as a closer in a role designed to take 10-15 calls a day. There was no qualification process so close rate was 24% on this offer.
• Created follow up system to keep leads engaged and closed 4-6 extra follow up deals per week

Setter- transitioned into setter role due to lack of call volume

• Set 100k CC set as of 12/21/24 using Meta Business Suite and GHL
• Sent 250+ follow-up messages a day.
• Utilized CRM system to track and manage leads, keeping appointments organized.
• Set/Close Rate: 23%

• Company Overview: Premier sales coaching solutions provider
• Initiated and closed remote sales for a premier sales coaching solutions provider
• Successfully promoted service renewals and broadened the customer base within the virtual online education space
• Cultivated relationships with key decision-makers and aligned clients with tailored solutions to meet their specific needs
• Closed $715K in sales in 2023 at a $5k price point
• Premier sales coaching solutions provider

• Joined company as first closer and increased revenue from 25k-40k a month ($300 ADS)
• Closed 50k in total (as of 1/10/25) and was the first additional closer hired. ($200-$500 price point)
• Maintained compliance with applicable regulations and laws governing consumer credit.
• Improved understanding of financial statements, which helped in assessing risk.
• Looked at credit reports for any negatives (charge-offs, repossessions, collections, late payments etc.) to determine if repair was possible for the client.
• Due to no qualification process, close rate is about 22% overall and 45% with leads who did follow pre-call steps.

• Company Overview: AI consulting firm specialising in banking solutions
• Generated business opportunities for a prominent AI consulting firm specialising in banking solutions across Mississippi
• Successfully managed client accounts, fostered strong relationships, and expanded the customer base within the designated territory
• Closed $785K in sales in 2022 at a $5k price point
• Consistently exceeded 300 cold and follow-up calls weekly
• Used NEPQ framework from end to end to close deals and move along sales process
• AI consulting firm specialising in banking solutions