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Community-Based Lead Generation & Marketing for a Consulting Business (NJ/PA/MI)
Client: Vector Advisory
I conducted in-depth community research and developed a lead generation strategy for a U.S.-based consulting business targeting audiences in New Jersey, Pennsylvania, and Michigan.
The project involved identifying high-potential Reddit communities, Facebook groups, and online forums, evaluating each community's rules, culture, audience fit, and engagement opportunities.
I created a structured research map with strategic recommendations, prioritized communities based on potential, and outlined compliant participation strategies aligned with the client's marketing requirements.
Key Deliverables:
Community Research Map (Excel)
Market & Audience Research
Community Prioritization Framework
Lead Generation Strategy
Compliance & Risk Assessment
Strategic Recommendations
Outcome:
The research was approved by the client and led to an ongoing monthly retainer, recognizing the quality of the analysis, firsthand verification, and strategic recommendations.
Skills:
Community Research • Lead Generation • Market Research • Social Media Strategy • Audience Research • Marketing Strategy • Reddit • Facebook Groups • Microsoft Excel
The network for creativity
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Totally agree. Testing raw, authentic visuals always beats overly polished stock ads.
CA Firm Automation Suite — Complete. 5 Stages. 9 Days.
Started with a problem. Finished with a system.
✅ Stage 1 — Client onboarding: form to folder in seconds
✅ Stage 2 — FBR & SECP alerts: 7, 3, 1 day warnings, every client
✅ Stage 3 — Invoice follow-ups: 3 escalating reminders, auto-stop on payment
✅ Stage 4 — Tax data collection: automated document requests with checklist
✅ Stage 5 — New client outreach: personalised emails based on pain point
Built by a 20-year-old CA student who knows this industry from the inside.
Zero per-month cost. Runs free on n8n + Railway.
Looking for the first CA firm to implement this. If that’s you — let’s talk.
For the tax document checklist, I'd match uploads to both the client and tax period before marking an item complete. How do you handle a client uploading last year's statement or a replacement after the checklist has already cleared?