WORK SAMPLE PORTFOLIO Prepared for prospective clients
★ MAIN SERVICE · LEAD GENERATION
PORTFOLIO · WORK SAMPLE
Alfian Nur Rachman
Lead Generation Virtual Assistant
1 System, 3 Different Niches
3 client briefs in 3 unrelated industries, each run end to end through the same lead generation system: business coaching, a social enterprise in digital inclusion, and luxury wellness travel. The process stayed the same. What changed was the inputs.
Please note: these are work samples prepared during the SGB Virtual Assistant Course. They are not paid client projects and not for actual client use. Client names are hidden, and no outreach was sent to any client or prospect.
NICHES COVERED
Business Coaching · Social Enterprise · Luxury Travel
LEADS RESEARCHED
33 screened, 16 qualified, plus 10 referral partners
TIME LOGGED
5.16 hours across 3 briefs
WHY THIS SAMPLE EXISTS
Lead Generation Is a System, Not an Industry
Most lead generation portfolios show 1 niche and leave the client guessing whether the approach travels. This sample answers that directly: 3 briefs, 3 industries, 1 repeatable process.
01OnboardBrief intake and Ideal Customer Profile definition
02ResearchSource and verify leads
03QualifyScore 0 to 10 before contact
04OutreachScripts per channel
05TrackCustomer Relationship Management and follow-up cadence
06ReportWeekly client summary
CLIENT A
Business Coach for Small and Medium Enterprises
Target: founders 0 to 3 years into their business, Singapore. Needed 25 leads, a cold script, a warm and hot conversion strategy, and a lead magnet proposal.
CLIENT B
Social Enterprise, Digital Inclusion
Trains seniors and persons with disabilities in digital skills. Needed 10 leads, cold and follow-up scripts, a conversion strategy, and Customer Relationship Management advice.
CLIENT C
Luxury Travel and Wellness
Full service operator curating women's wellness retreats in Bali. Needed 10 leads plus connection, cold, and follow-up scripts for United States and United Kingdom hosts.
THE SYSTEM
Every Stage Runs on a Defined Tool
Nothing here was improvised. Each stage of the process maps to a specific working document, which is what makes the same approach repeatable across unrelated industries.
Pipeline status per lead, plus a follow-up cadence set per audience type
05 Reporting
Weekly Lead Generation Report
A week of activity summarised the way a client would actually receive it
06 Work Structure
Daily Tracker, Weekly Workflow
Time logged per task and the week structured into focus blocks
CLIENT A · BUSINESS COACHING
Reaching Founders Who Aren't Searchable Yet
The target was Small and Medium Enterprise founders 0 to 3 years into business. The difficulty is structural: founders that early are not yet in press, award lists, or directories, because that visibility usually arrives later.
A
The Sourcing Problem, Solved With Method
Rather than pad a list with unverifiable names, I built a 6 channel sourcing playbook with exact search filters, ranked by how fast each returns results.
Channel
Exact Filter
Yield
Client's warm list
Founders who enquired about the community but never joined, or past workshop attendees not yet converted
5 to 10, immediately
LinkedIn
Location Singapore · title Founder/Co-Founder/Owner · company size 1 to 10 · founding date verified on Company page
8 to 10 per week
Instagram
#sgsmallbusiness #sgentrepreneur #sgbusinessowner, filtered to under 5,000 followers and active in last 30 days
5 to 8 per week
Accounting and Corporate Regulatory Authority BizFile
Singapore's public business registry, searchable by incorporation date to confirm the business is genuinely 0 to 3 years old
Verifies any lead
Grant recipient lists
Startup SG and Enterprise Singapore publish recipients, which skew heavily early stage
3 to 5 per batch
Co-working communities
Member directories and community groups, which often list founder bios with company age
3 to 5 per batch
B
Qualification Before Contact
Every candidate is scored 0 to 2 across 5 categories before a single message is written. Here is the rubric applied to an example profile.
Category
Score
Reasoning for this lead
Industry and stage fit
2
Confirmed 8 months old, matching the 0 to 3 year window exactly
Decision maker identified
2
Founder posts under her own name and replies to comments personally
Clear need or problem
1
Posts about slow sales but has not stated the problem outright
Budget signal
1
Pays for design tools and has run a paid ad, so some budget exists
No red flags
2
Active account, no complaints, not asking for free work
Example total
8 out of 10
Strong lead. Contact this week.
C
Screening Result
25 founders were screened against the brief: based in Singapore and 0 to 3 years into business. I did not pad the list to reach 25, and every decision has a recorded source.
Outcome
Founders
What it means
Passed
8
Meets the brief and is ready for outreach
On hold
5
Waiting until the company or the founder is verified
Rejected
12
The company was older than 3 years, so it falls outside the brief
D
Lead Magnet Proposal
THE FIRST 90 DAYS FOUNDER SCORECARD
A 90 second self assessment that segments leads automatically
A founder scores themselves across 5 areas: offer clarity, pricing confidence, customer acquisition, systems, and personal bandwidth. They get an instant score plus a 1 page PDF flagging their weakest areas.
The strategic value is in the segmentation: whichever area scores lowest tells the coach exactly what to open the follow-up with, so no lead receives a generic pitch. It also means the founder arrives at a discovery call already thinking about their own gaps, rather than needing to be convinced that gaps exist.
CLIENT B · SOCIAL ENTERPRISE
When the Brief Needs Pushing Back On
This client trains seniors and persons with disabilities in digital skills, then places them into work. The brief asked for a named list of individual unemployed people with disabilities.
Why I did not build that list
That population is defined by protected, sensitive attributes: disability status and employment status together. Compiling a named list of private individuals for cold outreach on that basis is not appropriate, in a training context or a real one. It is also not how responsible organisations in this space actually source candidates.
The client's own published partnerships pointed to the real acquisition channel: B2B referral partnerships with disability sector organisations, schools, and government linked agencies who already serve this population and can make a warm, dignified introduction.
Knowing when to push back on a brief is part of the service. A process that cannot be overridden on judgement is not a process worth keeping.
A
What I Delivered Instead
10 verified referral partner organisations, each independently checkable, split into 2 tiers by how warm the entry point already is.
Tier
What It Contains
Why It Ranks Here
Tier 1 Existing collaborators
4 organisations the client has already worked with on training placements and joint initiatives
Warmest possible re-engagement. No cold introduction required, and the relationship history does the credibility work.
Tier 2 National placement network
6 organisations inside the country's official disability job placement network, including the national coordinating agency
The client already holds the national accreditation mark, which turns what would be a cold approach into a credentialed one.
The client asked how to develop their Zoho platform, if they already have one. The structure below keeps beneficiary privacy intact while still tracking the pipeline that drives placements.
✓Records hold organisations, not individuals. Candidate dignity stays protected, and the pipeline still reflects what actually drives placements.
✓Contacts hold the named liaison at each partner, such as an employment support officer or job coach lead.
✓5 pipeline stages: Cold Outreach, Info Shared, Meeting Booked, Referral Agreement, Active Referral Partner.
✓A custom field for disability category served, so an incoming referral routes straight to the right training track.
✓A filtered monthly view doubles as the client report, so there is no second system to maintain.
CLIENT C · LUXURY TRAVEL
Positioning the Client as a Partner, Not a Rival
This client runs travel logistics for women's wellness retreats. The target list was retreat hosts and yoga studio owners, which on first read looks like a list of competitors.
A
The Reframe That Made the Outreach Work
POSITIONING
A retreat host wants to host, not chase villa availability
These hosts sell an experience. The operational layer underneath it, flights, villas, ground transport, vendor coordination in a country they don't live in, is the part that eats their time and does not scale with them. That is precisely the layer this client operates.
Framed that way, every name on the list stops being a competitor and becomes a potential partner. That single decision shaped every script that followed.
B
8 of 10 Leads Verified by Name and Source
Each lead was traced to a public source and scored before being added. The scoring spread here was the clearest of the 3 briefs.
Lead Profile
Why They Fit
Score
Multi-country retreat host, 200+ retreats run
Retreats across 4 continents means the heaviest and most complex logistics need on the list
10
Bali-based adventure and yoga host
Already partners with small local businesses for accommodation, so open to vetted local operators
9
United Kingdom studio teacher running retreats abroad
Matches the brief's target profile exactly: United Kingdom based, partners with a studio, hosts internationally
9
Solo operator, retreats plus coaching
Running solo means the highest relative need for outsourced operations
9
Clinic owner running retreats as an extension
Based outside the destination country, so a ground partner carries real value
9
Long-established Bali retreat brand, press featured
2 decades operating means repeat seasonal need rather than a one off
9
United States-based women's travel community host
Runs group retreats but not based in the destination country, so ground logistics support has clear value
8
2 multi-property award-winning brands
Strong fit on paper, but at that size they likely run logistics in house already
7
C
Respecting the Client's Outreach Style
This client prefers straightforward outreach without links. Rather than override that, I worked within it and explored alternatives:
→No links in the first 2 touches. Every call to action is a short conversation, never a page visit.
→Each script carries a required personalisation prompt rather than filler text, so no message can go out generic.
→Meet the host where they already are. An Instagram Direct Message referencing a specific recent retreat post beats a cold email to someone who lives on Instagram.
→1 soft, value first touch before any pitch, such as a note that villa availability tightens for a given retreat season.
THE TAKEAWAY
What Changed, and What Didn't
Running 3 unrelated industries through 1 process made the difference between the fixed parts and the adaptable parts very clear.
Stayed the same across all 3
Changed per client
Ideal Customer Profile defined before any sourcing began
Who counts as a lead: individuals for 2 clients, organisations for the third
Every lead scored 0 to 10 before outreach was drafted
Which sourcing channel leads: live platform search, existing partnerships, or public press
Scripts written per channel, never reused as is
Channel mix: LinkedIn and Instagram, email, or a combination
Follow-up cadence logged and tracked
Cadence spacing: tight for founders, slower for institutions, seasonal for retreat hosts
Weekly report as the client facing summary
The metric that matters: booked calls, referral agreements, or retreat season fit
✓
Working Files Behind This Sample
9 working documents sit behind this page, not just the summary above. They are training work samples, not paid client files and not for actual client use.
Tracking Leads28 Client A names with status and reasons
Basic Customer Relationship ManagementPipeline status and next step per lead
Follow-up TrackerCadence per lead, per client
Ideal Customer Profile Worksheets1 completed profile per client
Validation ChecklistScoring rubric and every lead's score
Outreach Scripts9 scripts, 3 for each client
Weekly ReportThe week as a client receives it
Daily TrackerTime logged per task
Weekly WorkflowThe week in focus blocks
TOOLS USED IN THIS WORK SAMPLE
LLinkedIn Research
IInstagram Research
GGoogle Sheets
CCustomer Relationship Management Structuring
CClockify
PPublic Registry Search
GET STARTED
Need This System Run for Your Niche?
Available part-time, flexible schedule. The same 6 stage process applies whether you sell coaching, services, travel, or something else entirely.
