If you’ve ever tried building a go-to-market (GTM) plan with a group, you know how quickly things can get messy. Slack DMs, email threads, random Google Docs—before you know it, nobody’s on the same page. This guide is for folks who want a saner way to work together on GTM planning, and are thinking about using Vidu to do it.
Here’s how to collaborate with your team inside Vidu without losing your mind (or your plan). I’ll walk you through the real steps, point out what actually helps, and call out what you can skip.
1. Get Your Workspace Set Up Right
Before you start inviting everyone and their dog, take a minute to set up Vidu so it works for your team—not just the way the default templates suggest.
Step-by-step: - Create a dedicated GTM project. Don’t just name it “Q3 Stuff” or “Random Launch.” Use something that makes sense six months from now, like “Product X Launch – GTM Plan.” - Set up structure up front. Vidu lets you organize by sections—think Messaging, Target Accounts, Channels, Timeline. Don’t overdo it, but give each big topic its own section. - Decide on visibility. If you’ve got sensitive info (pricing, competitive analysis), check Vidu’s permission settings. You can keep certain sections private or restrict editing.
Pro tip:
Don’t invite your execs or extended team until you’ve got a skeleton in place. Empty workspaces just confuse people.
2. Add Your Core Team (and Nobody Else…Yet)
It’s tempting to throw the doors open, but too many cooks will stall you out before you start.
How to do it: - Limit initial invites. Start with the 3–5 people who will actually build the GTM plan—usually product marketing, sales, and maybe a PM or two. - Assign clear roles. In Vidu, tag people for each section or deliverable. If everyone’s responsible, nobody’s responsible. - Set expectations. Tell your team: this is where the plan lives. No more random spreadsheets.
What to skip:
Don’t invite the whole sales org or partners until your core doc is taking shape. You’ll only get noise and off-topic comments.
3. Build Out the Skeleton Together
This isn’t about filling in all the details. It’s about agreeing on the framework before things get too detailed.
What works: - Use templates…with skepticism. Vidu’s GTM templates can save time, but don’t let them dictate dumb sections you don’t need. Kill anything irrelevant. - Agree on definitions. Make sure everyone knows what “launch date” or “ICP” actually means in your context. Toss a one-liner into each section for clarity. - Map dependencies. If marketing can’t finish messaging until product gives specs, note it. Vidu lets you link tasks or sections so you don’t forget.
Pitfall:
Don’t try to assign every last task up front. You’ll just waste time redoing it when plans change (which they always do).
4. Collaborate—But Don’t Turn It Into Slack 2.0
Vidu’s collaboration tools are helpful, but only if you use them with intent.
Best practices: - Use comments, not chat. Comments are tied to specific content, so you avoid endless “what are we talking about?” confusion. - Track changes. Vidu shows who changed what, so if someone rewrites your messaging, you’ll know (and can revert if needed). - Schedule check-ins, not constant pings. Set regular review times in Vidu’s calendar or your own. Asynchronous comments beat real-time “got a sec?” interruptions.
What to ignore:
You don’t need to “@” everyone for every little update. Trust your team to check notifications. If you over-notify, people tune it all out.
5. Gather Feedback Without Losing Version Control
Here’s where most teams fall apart—everyone wants their say, and suddenly you have three versions of the plan.
What works: - Use feedback requests. Vidu lets you ask for feedback on sections or the whole doc. Be specific: “Review messaging,” not “Thoughts?” - Keep all feedback in Vidu. No emailed Word docs or side-channel Google Docs. If someone won’t play ball, ask them to paste their input in directly. - Resolve, don’t archive, discussions. Vidu lets you mark comment threads as resolved, so nothing gets lost or forgotten.
Pitfall:
Don’t let the plan become a patchwork of tracked changes. Pick a final owner for each section—somebody needs to have the last word.
6. Share with Stakeholders—But Control the Noise
You’ll need input from sales, execs, maybe even partners. But if you let them edit at will, say goodbye to your hard work.
How to handle it: - Share read-only links. Vidu supports sharing plans (or sections) with view-only access. Use this for broad updates. - Ask for targeted feedback. Instead of “let us know your thoughts,” give a short list: “Is the pricing section clear? Are the timelines doable?” - Track who’s looked. Use Vidu’s activity tracker to see who’s engaged. If someone critical hasn’t reviewed, nudge them—once.
What to ignore:
You don’t need to create a separate “stakeholder version.” That just creates confusion and extra work.
7. Keep Everything Up to Date—But Don’t Sweat Perfection
A GTM plan is a living thing. Don’t treat it like a museum piece.
Real-world tips: - Update, but don’t micromanage. When plans shift (and they will), make the edit in Vidu. Don’t send out a “new version”—just keep the doc living. - Summarize changes for the team. Use Vidu’s update features to post a one-liner summary when something major changes. - Archive what’s done. Move completed sections or tasks to an archive area to keep things clean.
What to ignore:
Don’t freak out about typos or formatting at every draft. Content first, polish later.
8. Common Pitfalls—and How to Dodge Them
Let’s be honest: no tool is magic. Here’s what trips teams up, and what to do instead.
- Too many editors. Limit who can actually change the plan.
- “Collaboration theater.” Don’t pretend everyone has equal say—assign owners and move on.
- Losing the thread. Use Vidu’s notifications and activity feeds, but don’t rely on them alone. Real conversations still matter.
- Forgetting the goal. The GTM plan isn’t a product in itself. It only matters if it drives action.
Keep It Simple, Iterate Often
You don’t need a fancy process or a dozen tools. The goal is to get everyone rowing in the same direction, with as little friction as possible. Set up your Vidu workspace with care, invite the right folks, and use comments and feedback features to keep things moving. Don’t let the tool become the work—keep your focus on shipping something real, and tweak your process as you go.
If your plan is clear, up to date, and actually used by the team, you’re winning. Keep it simple, and don’t be afraid to cut what isn’t working.