Defining a global B2B social roadmap around a new software rollout

The challenge

Our client was rolling out new social media software across a global organization. The software could only deliver value if the strategy, channels, and people using it were ready at the same time.

Global social channels had multiplied over the years, practices varied from team to team, and there was no shared playbook. The company needed a roadmap that aligned the business with the rollout and set everyone up to succeed.

What we did

Trellist created a global B2B social business roadmap aligned and optimized for the software implementation and rollout.

• Channel audit and consolidation. We audited existing global social media channels and built a strategy for consolidating them.
• A corporate social media playbook. The playbook outlined insights, recommendations, and channel strategies that teams around the world could follow.
• Formal training that sticks. Trellist built a training program with webinars, animated videos, quizzes, and social media account growth plans.
• Advocacy from employees to the C-suite. We developed the strategy for an employee advocacy and social ambassador program, set it up in the software, and coached CXO-level leaders on their social profiles and brand voice.