Case Studies

A social media playbook that unified a global medtech company's channels

Written by Gavin Garrison | Sep 28, 2026, 5:13:34 PM

The challenge

Our client ran corporate social channels alongside many business units, each with its own digital strategy. Without a shared vision, corporate content was less engaging than it could be and the overall approach varied from team to team.

The company wanted one strategic direction for its paid and organic social efforts, plus a clear view of which tools it needed to support and grow its social footprint.

What we did

Trellist built a social media playbook that gives the corporate channels a strategic vision and the business units a common approach.

  • Discovery with leadership. We conducted a discovery process, including leadership interviews, to understand business goals and objectives.
  • Clear channel goals. Trellist set goals for each corporate social channel so content and usage would be more engaging.
  • A vision shared across the business. We helped communicate the new vision to individual business units, informing their digital strategies and creating a more uniform social approach.
  • Tools chosen on the merits. A cost/benefit analysis of social platform tools benchmarked the company's needs for supporting and growing its footprint.