Project 2: Lead Generation & Content Systems (Accounting Firm)

Project Overview

Project Title: Driving Lead Generation and Content Systems for an Accounting Firm

Client: Eckhardt Accounting

Role: Executive Assistant & Marketing Specialist

Supported the firm’s growth by building structured lead generation workflows, managing multi-platform content systems, and improving internal processes to enhance operational efficiency and consistency.

Key Responsibilities

• Executed lead generation workflows using LinkedIn Sales Navigator
• Managed and maintained social media platforms across LinkedIn, Facebook, Instagram, X, and YouTube
• Produced content assets, including graphics, short-form videos, e-books, and written content
• Developed and documented SOPs for marketing and administrative workflows
• Provided executive and backend support to maintain smooth daily operations

Systems & Tools Used (customize as needed)

• Lead Generation: LinkedIn Sales Navigator
• Content Creation: Canva / CapCut / ChatGPT / Claude AI
• Social Media Management: (Meta Business Suite, scheduling tools)