If you’ve ever tried to run a B2B campaign with a team, you know it’s easy for things to fall apart—messages go out off-brand, nobody knows who’s following up, and tracking results turns into a mess of spreadsheets and reply-alls. This guide is for the folks who want to use Onemob to actually work together—not just send a bunch of “personalized” videos into the void.
Let’s get into how you can set up your team, keep everyone on the same page, and get results without chasing people down or becoming the campaign police.
1. Set Up Your Team Space in Onemob
Before you start, make sure you’ve got the right Onemob plan. The basic solo account isn’t built for real team collaboration. If you don’t see options for teams or workspaces, talk to whoever controls your company’s Onemob account (or be ready to upgrade).
Here’s what to do: - Create or join your team workspace: Onemob lets you invite teammates and group people together. If you’re the admin, add everyone who’ll touch the campaign—sales, marketing, CSMs, whoever. - Set permissions clearly: Decide who gets to edit assets, send campaigns, or just view reports. Be honest: giving everyone free rein usually leads to chaos. - Pro tip: Avoid overcomplicating your workspace. Name things clearly (e.g., “Q3 ABM Campaign”) so people don’t get lost in a maze of folders.
2. Build a Shared Content Library
No one wants to waste time hunting for the latest approved video or PDF. Onemob’s content library is where you should centralize everything you plan to use in your campaign.
What works: - Upload all approved videos, PDFs, and other assets before people start creating their own versions. - Use folders or tags to organize by campaign, target audience, or asset type. - Encourage people to use approved templates for branding consistency.
What doesn’t work: - Letting everyone upload whatever they want. You’ll end up with duplicate, outdated, or off-brand content. - Relying on email or Slack to share content. Files get lost, and you’ll never know what’s actually being used.
Ignore: The urge to micromanage every asset. Set some rules, but trust your teammates to stick to them.
3. Create Campaign Templates to Keep Messaging Tight
The best B2B campaigns feel personal and consistent. Onemob lets you create campaign “templates” so everyone’s starting from the same playbook.
Get this right: - Build templates that include: - A pre-written intro message (edit as needed) - Pre-selected videos or documents - Custom call-to-action buttons (book a meeting, download a guide, etc.) - Branding (logo, color scheme, disclaimers) - Share these templates with your team. Make sure everyone knows where to find them and how to use them. - Encourage team members to customize the intro or closing, but not the core messaging or branding.
What works:
Templates save tons of time and prevent embarrassing off-script emails.
What doesn’t:
One-size-fits-all scripts. If everyone sends the exact same message, your prospects will spot it from a mile away.
4. Assign Roles and Responsibilities (and Actually Write Them Down)
Campaigns fall apart when nobody knows who’s doing what. Be clear upfront.
Here’s a simple breakdown: - Campaign owner: Sets up the workspace, manages assets, tracks progress. - Senders: Sales reps or CSMs who’ll actually send the messages. - Content owner: Approves and updates campaign assets. - Analyst (optional): Pulls reports and shares what’s working.
Tips: - Use Onemob’s “Teams” or “Groups” features to assign these roles inside the platform. - Write down (somewhere visible) who’s doing what, and who to ask if someone’s stuck.
Ignore: Endless “who’s responsible for this?” email threads.
5. Personalize, But Don’t Go Rogue
Onemob’s big pitch is making outreach feel personal through video and landing pages. That’s great, but there’s a fine line between “personalized” and “off-brand.”
How to balance: - Use the team’s templates, then add a short, personal video intro for each prospect. - Edit the intro text and subject line, but keep the rest of the campaign structure the same. - Share good examples in your team workspace—if someone nails it, let others learn from them.
What works:
A little personalization goes a long way. Record a quick video with their name, or reference a recent event.
What doesn’t:
Rewriting the whole campaign every time. You’ll burn out and lose track of what’s working.
6. Track Who’s Sending What (and Who’s Following Up)
If you want real results, you need to know: - Who’s sent their messages - Who’s gotten replies (and who hasn’t) - Who’s dropped the ball on follow-up
How to do it: - Use Onemob’s campaign tracking dashboard. You’ll see who’s sent what, open rates, clicks, and replies. - Set up regular check-ins (weekly or biweekly). Not to nag, but to see where people are stuck. - Encourage reps to log their follow-ups in Onemob or your CRM—otherwise, that warm lead will get cold fast.
Ignore:
Trying to micromanage every single send. Focus on outcomes, not raw activity.
7. Review Results Together—and Actually Act on Them
Don’t just run the campaign, declare victory, and move on. Take 30 minutes with your team to look at what worked (and what didn’t).
What to review: - Top-performing videos or templates - Who got the best response rates, and what did they do differently? - Which call-to-action buttons actually got clicked? - Where did people drop off (views but no replies, etc.)?
Then: - Tweak your templates and assets based on real data—not gut instinct. - Share wins and lessons learned in your team workspace.
What works:
Iterating quickly. Don’t wait for the next “big campaign” to make improvements.
Ignore:
Fluffy “engagement” numbers. Focus on meetings booked, deals moved forward, or whatever your real goal is.
8. Keep It Simple — and Keep Iterating
The best B2B teams don’t overcomplicate things. They set up a clear workspace, use shared templates, personalize where it counts, and check in regularly. Everything else is just noise.
Final tips: - Don’t let “collaboration” turn into endless meetings or Slack threads. - Start with a small group, learn what works, then roll it out wider. - Simple, repeatable processes beat fancy tech features every time.
You don’t need to be a platform power user. Just get your team talking, keep your assets organized, and focus on getting real replies from real prospects. If you keep it simple and tweak as you go, you’ll get better every time.