If you’re building go-to-market (GTM) assets—like pitch decks, one-pagers, or interactive demos—chances are you’re not doing it alone. And if your team is using Relayto, you might be wondering how to actually work together without stepping on each other’s toes or drowning in endless comment threads. This is for anyone who wants to get stuff done with others in Relayto, without the headaches and the drama.
Let’s get right to it.
1. Get Your House in Order: Set Up Your Workspace
Before you start collaborating, make sure you’re not working in a digital junk drawer. Relayto organizes assets into “workspaces” or “projects.” If you’re dealing with multiple GTM assets, create a project for each campaign or client. This keeps things from getting messy.
Pro tips: - Don’t use one workspace for everything. It gets confusing, fast. - Name things clearly. Use actual project names, not “Draft 2 Final V3.” - Set up folders. Group assets by type: decks, datasheets, demos, etc.
2. Invite the Right People (and Only the Right People)
Relayto lets you invite team members as collaborators. This isn’t Facebook—don’t invite everyone “just in case.” Only bring in the folks who actually need to edit, review, or approve the assets.
How to do it: - Go to your project or asset. - Click “Share” or “Invite.” - Add people by email. - Choose their role: viewer, editor, or admin.
What works: - Giving editors access only to those who will actually make changes. - Using viewer access for higher-ups who just need to sign off.
What doesn’t: - Giving everyone admin rights. That’s a recipe for chaos. - Adding people before the project is ready for feedback. You’ll just get noise.
3. Set Clear Roles and Permissions
Relayto’s permission system isn’t magic, but it’s better than nothing. Decide who’s responsible for what—before people start making changes.
Common sense setup: - Owner/Admin: Usually the project lead or marketing manager. - Editors: Designers, writers, or anyone making real changes. - Viewers: Sales, execs, or clients who just need to see the final product.
Ignore: The urge to micromanage. If you trust your team, you don’t need to lock everything down. If you don’t trust your team, permissions won’t save you.
4. Collaborate in Real Time (But Know the Limits)
Relayto supports real-time editing, so you and your team can work on the same document without the version-control nightmares of PowerPoint or PDFs. But let’s be honest: real-time editing can get crowded.
What works: - Small groups (2–3 people) editing together on a call. - Using comments for feedback, not as a replacement for conversation.
What doesn’t: - Ten people editing at once. It’s chaos. - Assuming changes auto-save exactly how you want. Double-check before moving on.
Pro tip: Use the “history” or “version” feature to roll back changes if someone goes rogue or makes a mistake.
5. Use Comments—But Don’t Overdo It
Relayto’s commenting is useful for quick feedback, but don’t turn your project into a never-ending thread of “Can you move this to the left?” or “FYI.” Comments are great for: - Asking questions about specific slides or sections. - Tagging someone for review (“@Nina can you check this?”). - Leaving short notes on what you changed.
What to avoid: - Commenting on obvious stuff. - Debating design choices in comments. Sometimes it’s better to jump on a quick call.
Pro tip: Resolve comments once they’re addressed. It keeps things tidy and shows everyone what’s still open.
6. Version Control: How Not to Lose Your Work
Relayto tracks changes, so you can go back to previous versions if someone makes a mess. But don’t treat this as a magic undo button.
How to stay sane: - Name major versions (“V1 - Sent to Sales,” “V2 - Client Feedback”). - Download backups before making huge changes, especially before a big meeting. - Agree as a team on when to “lock” a version—e.g., before sharing outside the team.
What doesn’t work: - Relying on auto-save alone. If it’s critical, save a copy. - Having five people create their own “final” versions. Pick one source of truth.
7. Sharing With Stakeholders (Without Losing Control)
Once your GTM asset is ready, you’ll want to share it with folks outside your immediate team—sales, executives, maybe even clients. Relayto lets you generate shareable links and control what others can see or do.
Options: - View-only links: Good for execs or clients who just want to see the asset. - Password protection: Use it if you’re sharing sensitive material. - Expiration dates: Set links to expire after a launch or review period.
Watch out for: - Accidentally sharing edit access with external folks. - Sending out links before your team has signed off.
8. Keep Feedback Loops Short (and Actually Useful)
Too many rounds of feedback are where GTM assets go to die. Relayto can make sharing and reviewing easier, but it can’t fix a broken process.
How to keep it tight: - Set deadlines for feedback (“Please review by Friday EOD”). - Be clear on what kind of feedback you want (“Is the messaging right?” not “Do you like the color blue?”). - Use summary comments to collect final thoughts, instead of dozens of nitpicks.
What to ignore: - Vague feedback (“Make it pop!”). Ask for specifics or move on.
9. Handoff and Archive: Don’t Leave a Mess
When the asset’s done, don’t just leave it hanging in your workspace. Archive old versions, document what’s final, and make it easy for future you (or someone else) to find what they need.
Checklist: - Mark final versions clearly. - Move outdated drafts to an archive folder. - Keep a short README or summary note for complex projects.
Pro tip: Do a quick “handoff” meeting for big assets. Walk through what’s done, where files live, and who owns the next steps.
What Works, What Doesn’t, and What You Can Ignore
Works: - Small, focused teams editing together. - Clear naming and versioning. - Using comments and permissions to control chaos (not to micromanage).
Doesn’t: - Treating Relayto like a Dropbox. It’s for collaboration, not just storage. - Letting everyone have free rein with edits, especially close to launch. - Relying only on digital feedback—sometimes a 10-minute call saves hours.
Ignore: - Overbuilding your workspace with tons of folders and permissions. - Fancy integrations you don’t need—focus on getting the basics right.
Keep It Simple, Iterate, and Move On
Collaboration in Relayto isn’t rocket science, but it does take a bit of planning. Keep your team small, name things clearly, and don’t let feedback drag on forever. Iterate quickly, keep your workspace clean, and don’t be afraid to delete what’s not working. The best teams don’t overcomplicate things—they just get the job done and move on.