Shepherd Tax & Financial Services aims to enhance its online presence and streamline its client acquisition process. The project involves developing a comprehensive social media strategy to increase brand awareness and engagement. Additionally, the team will design a system to efficiently track new clients, ensuring seamless integration with existing processes. The goal is to apply marketing principles and data management skills to create a cohesive plan that aligns with the company's objectives. The project will focus on identifying key social media platforms, crafting targeted content, and establishing metrics for success. By leveraging classroom knowledge in marketing and information systems, learners will gain practical experience in developing and implementing business strategies.

- Analyze current social media presence and identify areas for improvement.

- Develop a content calendar and engagement plan for selected platforms.

- Design a client tracking system using software tools familiar to the team.

- Establish key performance indicators (KPIs) to measure the success of the strategies.

The project will result in a detailed social media strategy document and a functional client tracking system prototype. The strategy document will outline platform-specific plans, content ideas, and engagement tactics. The tracking system will include a user-friendly interface and reporting capabilities. Both deliverables will be presented in a final report, accompanied by a presentation to showcase the proposed solutions and expected outcomes.

- Social media strategy document with platform-specific plans.

- Prototype of a client tracking system with reporting features.

- Final report and presentation summarizing the project outcomes.