VIRTUAL ASSISTANTS
How Portiva Booked 56 Meetings Selling $10/Hour Virtual Medical Assistants to Practices Drowning in Admin Work
31 average replies per month
meetings booked in 9 months
Average Replies Per Month
Outbound channel used
CLIENT REVIEW
Hear it straight from the client

Sanju Zachariah
Owner & President at PORTIVA
THE CHALLENGE
Where they were stuck
Portiva provides $10/hour virtual medical assistants to healthcare practices across the U.S., with 1,000+ implementations already in operation. Despite having strong proof at scale, the challenge was convincing practice managers and clinic owners to trust a virtual assistant with patient-facing tasks through cold outreach alone.
Practice owners skeptical of trusting virtual assistants with patient-facing tasks
Healthcare staffing conversations require proof at scale, not generic promises
Needed steady, predictable pipeline matching onboarding capacity each month
THE SYSTEM WE BUILT
How we solved their problems
Intent-Based List Building
We targeted practice managers and clinic owners who were actively hiring for administrative roles, a signal that they were feeling the staffing pain right now. This intent-based approach ensured outreach reached practices with an immediate need rather than a theoretical interest in virtual staffing.
Cost Comparison Messaging
Messaging did not lead with "virtual assistants." It led with the cost comparison: a full-time in-house medical receptionist costs $35K to $45K per year, while Portiva delivers the same function at a fraction of that with 1,000+ implementations as proof. Cold email sequences surfaced the ROI math early and followed up with social proof from comparable practice types.
Multi-Channel Scale
LinkedIn outreach engaged practice owners with content around healthcare staffing challenges and operational efficiency. AI cold calling targeted multi-location practices where the staffing cost savings at scale justified a direct conversation. This multi-channel approach ensured a steady, predictable pipeline that matched Portiva's capacity to onboard new practices.
Portiva provides $10/hour virtual medical assistants to healthcare practices across the U.S., with over 1,000 practices already using their service. Owner Sanju Zachariah had the proof at scale, but convincing new practice managers and clinic owners to trust a virtual assistant with patient-facing tasks required more than a cold pitch. It required making the ROI math impossible to ignore.
Outbound System targeted practice managers and clinic owners who were actively hiring for administrative roles, a direct signal that they were feeling the staffing pain right now. Messaging did not lead with "virtual assistants." It led with the cost comparison: a full-time in-house medical receptionist costs $35K to $45K per year, while Portiva delivers the same function at a fraction of that cost, with 1,000+ implementations as evidence it works.
Cold email sequences were structured to surface the ROI math early and follow up with social proof from comparable practice types. LinkedIn outreach engaged practice owners with content around healthcare staffing challenges and operational efficiency. AI cold calling targeted multi-location practices where the staffing cost savings at scale justified a direct conversation.
The straightforward value proposition paired with precise targeting generated 31 qualified responses per month and 56 meetings over nine months. This steady, predictable pipeline matched Portiva's capacity to onboard new practices, turning outbound into a reliable growth engine rather than a feast-or-famine channel.
FAQ
Frequently asked questions
Common questions about this case study, answered.
How does cold email work for healthcare virtual assistant companies?
Portiva generated 31 qualified responses per month and 56 meetings over nine months targeting healthcare practices. The key is leading with cost comparison data rather than describing the service. When a practice owner sees the math on $35K+ receptionist salary versus Portiva's $10/hour model with 1,000+ implementations, the conversation sells itself.
What is the best way to reach practice managers through outbound?
Target practices actively hiring for administrative roles, which signals immediate staffing pain. Portiva's campaign combined cold email with LinkedIn engagement on staffing content and AI cold calling for multi-location practices. The multi-channel approach generated 31 replies per month and 56 meetings over 9 months with consistent, predictable results.
Can outbound generate predictable pipeline for healthcare staffing solutions?
Portiva maintained 31 qualified responses per month for 9 consecutive months, creating a steady pipeline that matched their capacity to onboard new practices. The straightforward ROI math paired with precise targeting made results predictable rather than lumpy. As owner Sanju Zachariah noted, the lead quality has been consistently great.
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