So your go-to-market (GTM) team is drowning in scattered docs, Slack threads, and random Notion pages. Everyone says “We need a single source of truth!” but nobody actually does it. This guide is for folks who want a real, usable knowledge library—one your team will actually use, not just talk about. If you’re thinking of using Klue, this’ll walk you through what works, what doesn’t, and how to keep it sane.
Why bother with a knowledge library in Klue?
Let’s be honest: most internal wikis turn into junk drawers. Klue’s not magic, but it does a few things well for sales and marketing teams:
- Centralizes competitive intel, product info, and battlecards in one place.
- Makes it easier for reps to find what they need, fast.
- Keeps stuff organized (if you do the work upfront).
But Klue won’t fix messy habits. If your team loves dumping stuff everywhere, you’ll need to set some ground rules.
Step 1: Figure out what your team actually needs
Before you create anything, talk to the folks who’ll use it. Skip this, and you’ll end up with a ghost town full of outdated PDFs.
Ask these questions:
- What info do reps, marketers, or execs need right now to do their jobs?
- Where is that info today? (Hint: “everywhere” isn’t a good answer.)
- What’s missing or outdated?
- How do people want to find and use this info? (Everyone says “search,” but dig deeper.)
Pro tip: Don’t solve for edge cases. Focus on the stuff your GTM team needs 90% of the time. You can always add more later.
Step 2: Set up a basic structure—keep it simple
Klue gives you a lot of ways to organize content: cards, boards, collections, tags. It’s easy to overthink this. Here’s what actually works:
Go with a “less is more” mindset
- Battlecards: For competitor info, objection handling, pricing comparisons—stuff reps need on live calls.
- Boards/Collections: For grouping related topics (e.g., “Product Info,” “Market Trends,” “Playbooks”).
- Tags: For quick filtering (but don’t go wild—stick to a short list).
Skip: Deep folder structures, endless sub-categories, or anything you’ll hate updating in three months.
Example setup
- Board 1: Competitors
- Battlecards by competitor
- Board 2: Product FAQs
- Board 3: Win/Loss Stories
- Board 4: Pricing & Packaging
Pro tip: Name things how your team talks, not how you wish they talked. “Pricing” beats “Revenue Operations Assets.”
Step 3: Load up the essentials (not everything)
It’s tempting to move every file, slide, and note into Klue. Don’t. Start with the stuff people actually use, and let demand drive what you add next.
Prioritize:
- Top competitors
- Most common objections/questions
- Key product features/releases
- Pricing info
- Core playbooks
Hold off on:
- Old decks nobody uses
- “Nice to have” docs
- Anything you can’t keep updated
How to add content:
- Copy/paste key info into battlecards.
- Attach supporting files only if they’re up-to-date.
- Use links to source docs when possible (no sense duplicating everything).
Pro tip: Assign someone to “own” each section. Otherwise, stuff goes stale fast.
Step 4: Set up permissions and sharing
Not everything should be open to everyone. Klue lets you set who can see, edit, or contribute to each board or card.
- Default: Start open unless there’s a real reason to lock it down.
- Sensitive stuff: (Think: pricing, roadmap leaks) Lock it, but don’t hide so much that people give up and ask you directly every time.
Pitfall: Overly restrictive permissions kill adoption. If it’s easier for reps to ask in Slack, they will.
Step 5: Make it dead simple to find stuff
If people can’t find what they need in under 30 seconds, they’ll bail. Here’s what helps:
- Clear, obvious names: No jargon or cutesy titles.
- Short, skimmable cards: Bullet points > walls of text.
- Smart tags: Use a handful of tags so people can filter without scrolling forever.
- Pin or favorite: Highlight the most-used cards at the top.
Pro tip: Watch a couple of reps try to find info. If they struggle, fix your names or structure.
Step 6: Keep it fresh without making it your full-time job
A knowledge library is only as good as its latest update. Here’s how to avoid it turning into a landfill:
- Assign clear owners: Every board or key card should have a real person on the hook for updates.
- Set a review cadence: Once a month, max. More frequent and people will ignore it; less and stuff goes stale.
- Archive old stuff: Don’t delete—just move to “Archive” so you don’t lose history.
- Encourage feedback: Add a “Spot something wrong?” section on key cards, with a way to message the owner directly.
Pro tip: Don’t aim for perfection. Good and current beats “comprehensive but ancient” every time.
Step 7: Roll it out (and keep the team using it)
You can build the best library in the world, but nobody will care unless you make it part of how the team works.
- Demo it live: Walk through how to find the top 3 things reps ask for.
- Add links everywhere: Stick direct links in Slack, email footers, your CRM—whatever people use most.
- Make it the default: When someone asks a question in chat, answer with a link to the right card.
- Ask for feedback: What’s missing? What’s clunky? Fix it fast.
Pitfall: Don’t guilt-trip people into using it. Show how it saves them time, and they’ll come back.
What to skip: Common time-wasters
- Over-documenting: If it’s easier to read the card than to ask, you’ve done enough.
- Custom templates for everything: One or two simple templates is plenty. Don’t get lost in formatting.
- Trying to predict every question: Let real usage guide what you add next.
Wrapping up: Start small, keep it real
Don’t let “perfect” get in the way of “done.” Start with the basics, focus on what your GTM team actually needs, and tweak as you go. The best knowledge libraries aren’t the biggest—they’re the ones people actually use. Keep it simple, check in often, and don’t be afraid to throw out what’s not working. That’s how you build something that lasts.