Virtual Assistant and Lead Generation Case Study

Behind Every Smooth
Operation.

From building B2B lead databases to managing client calendars, Trello boards, and schedules. Real clients. Real deliverables.

ServicesVA, Lead Generation, Data Mining
ToolsApollo.io, Trello, Google Workspace, Calendly, Excel
Work TypeRemote
Lead Generation and Data Mining

Building B2B Databases From Scratch

Lead generation is not just about finding names. It is about finding the right contacts, with verified information, organized in a format clients can actually use.

Georgia firearms database
B2B Lead Database
Georgia Firearms and Security Businesses

Researched and compiled a database of firearms dealers, security companies, and training centers across Georgia with Business Name, Address, Phone, Email, and Business Type.

Yellow Pages leads
Web Research
Los Angeles Restaurant Leads via Yellow Pages

Scraped and structured restaurant business data for a Los Angeles client. Dataset includes business names, phone numbers, and website URLs.

Apollo.io prospecting
Apollo.io Prospecting
B2B Lead Prospecting on Apollo.io

Used Apollo.io to identify and qualify B2B leads with filters for job title, location (San Francisco Bay Area), and industry (Pharmaceuticals). Saved 62 verified contacts.

Google Sheets analysis
Data Analysis
Cookies Sales Analysis in Google Sheets

Built a structured sales analysis spreadsheet tracking monthly sales data with percentage calculations and a Sales vs. Dates bar chart.

62+
Verified Apollo Leads
98%
Data Accuracy Rate
3+
Databases Built
Daily
Reports Submitted
Virtual Assistant

Keeping Clients Organized and On Track

Good VA work is invisible. When it is done right, the client never has to worry about missed meetings, lost files, or untracked tasks.

Trello board
Project Management
Trello CLIENT PROJECT Board

Set up and managed a full Trello project board with tasks tracked across To Do, In Progress, and Completed. Handled emails, research, scheduling, file organization, and weekly reports.

Calendar management
Calendar Management
Client Discovery Call Scheduling

Scheduled and managed a Client Discovery Call with full agenda including client introduction, business challenges, service explanation, and next steps.

Weekly schedule
Calendar Management
Weekly Client Schedule Management

Managed full weekly content and client schedule including business coaching sessions, content posting slots, client meetings, and slot bookings.

Calendly meetings
Scheduling
Calendly Meetings Management

Set up and managed Calendly for client scheduling. Multiple meetings booked and tracked across time zones including West Africa Time and UTC.

Calendly availability
Scheduling Setup
Calendly Availability Configuration

Configured Calendly availability schedules with specific time blocks per day and multiple time windows to match client working hours.

Online coaching scheduling
Calendar Management
Online Coaching Session Scheduling

Scheduled Zoom Online Coaching sessions with 30-minute advance reminders. Managed multiple calendars including personal, work, and shared project calendars.

Skills Applied

Tools and Competencies

Apollo.ioB2B Lead Generation Data MiningWeb Research Google SheetsMicrosoft Excel Google CalendarCalendly TrelloGoogle Drive Task ManagementMeeting Scheduling Google MeetZoom
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