My Role: Social Media Manager
01 — Project details
The overall goal from the client was to grow all social metrics, presenting many challenges in the modern social landscape. As the Social Media Manager, the main challenge was building reach and engagement for the client and prioritizing that over everything else.
02 — Process
After onboarding, the first goal was to shift the content's focus slightly. The newly refreshed videos focused on UGC and influencers breaking down Truliant's financial products and services into easier-to-understand videos that used real-world examples.
In order to keep track of all the content being produced, a detailed content calendar was created, which also included funnels with custom tags we used to collect analytical data.
Illustrative purpose only. The screenshot is similar to an internal-only calendar we use.
First Month Numbers - August 2026
6.7K
Link Clicks (+126% increase from the previous month)
+40%
Impressions from Facebook, Instagram, and LinkedIn
+40%
Engagement from Facebook, Instagram, and LinkedIn
9.87%
Follower engagement rate.
(Higher than Bank of America, Wells Fargo, and SoFi.)
03 — Other Notable Results
Net new follower growth exceeded +850 by October 2026, with an average follower growth rate of 51%.
Within the first month of launching TikTok, the account generated 3,700 followers and had an engagement rate of 4%.
(Results range from Q3-Q4 2026)