If you’ve ever tried to wrangle a go-to-market (GTM) strategy with more than one person, you know the drill: endless email threads, rogue spreadsheets, and someone’s always working off an outdated doc. If you’re looking for a way to actually get your GTM team on the same page—without wanting to throw your laptop out the window—this guide’s for you.
Below, I’ll walk you through how to collaborate with your team using Bitscale, a tool built for GTM planning and execution. You’ll get practical steps, what works (and what’s just noise), and a few shortcuts to keep things moving.
1. Get Your Team Set Up in Bitscale
Don’t Overthink the Onboarding
Bitscale makes a lot of noise about “seamless onboarding.” That just means: invite your team, set permissions, and get moving. If you’re in charge, here’s what you actually need to do:
- Send invites: Use your team’s work emails. No one checks their “personal” Gmail for work stuff.
- Set roles: Decide who needs edit access. Don’t give everyone admin rights—there’s always one person who’ll accidentally blow up the workspace.
- Connect your tools: Bitscale plugs into things like Slack, Google Drive, and Notion. Connect what you already use, but don’t go nuts integrating every tool “just in case.” Start with the basics.
Pro tip: Spend five minutes showing your team where stuff lives in Bitscale. It’ll save you five hours of Slack messages later.
2. Create a Single Source of Truth for Your GTM Plan
Stop the Spreadsheet Sprawl
If your GTM plan lives in five places, it doesn’t exist. In Bitscale, set up one workspace for your GTM strategy. Here’s what works:
- Centralize docs: Import your main plan, target segments, messaging frameworks, and timelines.
- Use templates, but don’t let them slow you down: Bitscale has templates for GTM planning. Good for a starting point, but don’t waste time customizing every field. Fill in what matters, skip what doesn’t.
- Pin key docs: Make sure everyone knows which doc is “the doc.” Pin it in the workspace and call it out in your Slack/Teams channel.
What to ignore: Fancy “strategy mapping” boards that look great but never get updated. Stick to the docs people will actually use.
3. Assign Owners and Deadlines (and Actually Track Them)
Accountability Beats Status Meetings
A GTM plan without deadlines is just a wish list. Here’s how to make Bitscale trackable without turning it into another project management quagmire:
- Break down the plan: Turn big goals into smaller, bite-sized tasks (e.g., “Finalize messaging for Segment A”).
- Assign real owners: One owner per task. “Team” is not an owner.
- Set deadlines: Don’t just pick the end of the quarter for everything. Be specific.
- Use notifications: Bitscale will ping people about upcoming deadlines. Don’t be the person who just “forgets” to turn these on.
Watch out: If you assign everything to yourself, you’re not delegating—you’re just setting yourself up for burnout.
4. Share Context and Communicate (But Don’t Overshare)
Less Noise, More Signal
Collaboration isn’t just dumping comments everywhere. In Bitscale, use comments and threads for real discussion, not status updates.
- Tag people: Only tag those who actually need to weigh in.
- Keep feedback in context: Comment directly on the plan item or doc. Don’t start side threads in email or Slack unless it’s truly off-topic.
- Link out when needed: If there’s more detail in a doc or data set, link it. Don’t paste walls of text into comments.
Pro tip: Set a “comment etiquette” for your team. Quick questions and decisions go in Bitscale. Big-picture debates? Take them to a meeting (or, if you’re brave, a Slack call).
5. Use Versions and History (So You’re Not Arguing Over ‘Final_Final_v3.docx’)
Control the Chaos
Bitscale automatically tracks changes—think Google Docs, but for GTM plans. This is a lifesaver, especially when someone “improves” the messaging at midnight.
- Review changes: Use version history to see what changed, when, and by whom.
- Restore when needed: If someone makes a mess, you can roll back. No need to panic.
- Avoid duplicate docs: Don’t create “copy of” versions. Just use the history.
What to ignore: Endless debates about “who changed what.” The point is to fix issues, not blame people.
6. Run Reviews and Get Real Alignment
Don’t Skip the Gut-Check
Before you launch, do a review—ideally in one place, not across five tools.
- Schedule a review session: Use Bitscale’s built-in review features. Everyone can comment on the plan in context.
- Clarify what’s up for debate: Is the whole plan on the table, or just a section? Be clear.
- Lock in the version: Once agreed, lock the doc or mark it as final. This stops last-minute “improvements” that knock things off track.
Pro tip: Take notes on who signed off. It’ll save you from future finger-pointing.
7. Iterate and Keep It Current
GTM Strategies Are Never “Done”
You’ll need to tweak your plan as you learn. Bitscale’s decent here—but only if you actually update the workspace. Here’s how to keep things from going stale:
- Schedule recurring check-ins: Monthly is usually enough. Review what’s working and what’s not.
- Update tasks and docs as you go: Don’t let it pile up, or you’ll end up with a plan no one trusts.
- Archive what’s out of date: If a segment or approach flopped, archive it. Clutter kills clarity.
What to ignore: The urge to “wait until it’s perfect” before sharing updates. Good enough beats perfect—especially in GTM.
Honest Takes: Where Bitscale Shines (and Where It Doesn’t)
- What works: Centralizing plans, tracking ownership, and having one place for comments. If you’re coming from scattered docs, you’ll breathe easier.
- What’s just okay: The integrations are nice, but don’t expect magic. You’ll still need to nudge people to use the tool.
- What to skip: Over-customizing every workflow or field. Keep it simple, or you’ll spend more time managing the tool than running your GTM.
Keep It Simple and Iterate
Getting your team to work together on GTM is hard enough. Don’t let tools or process get in your way. Use Bitscale to centralize what matters, track who’s doing what, and actually talk to each other—then keep moving. Start simple, fix what breaks, and remember: a living plan beats a “perfect” one gathering dust.
Now, go get your team—and your GTM—on the same page.