So you’ve got a new product (or feature, or campaign), and you need to get it out there—across email, social, ads, sales, maybe even events. You want your whole go-to-market (GTM) push running in sync, not held together with duct tape and frantic Slack messages. This guide’s for anyone trying to build a multi-channel GTM workflow in Getaia without turning it into a part-time job.
We'll walk through setting things up, what actually matters, and where you can cut corners. If you’re new to Getaia, don’t worry—you don’t need to memorize every menu option. Let’s get your GTM machine running (without the corporate fluff).
Step 1: Map Out Your Channels and Goals
Before you touch a tool, get the basics down:
- List your channels. Where are you actually launching? (Email, LinkedIn, paid ads, sales outreach, webinars, etc.)
- What’s the goal? Be specific (“Get 50 demo requests” is better than “raise awareness”).
- Who needs to be involved? Sales, marketing, product, maybe customer success.
Pro tip: Don’t build a workflow for a channel just because it’s trendy. If TikTok isn’t relevant, skip it.
Grab a notepad or a doc and sketch this out. It’ll save you time later, especially if you need to convince someone why you’re not doing 17 channels.
Step 2: Set Up Your GTM Workspace in Getaia
Now, jump into Getaia. If you’re starting from scratch, create a new “Workspace” or “Project” for your GTM effort. (The names might vary depending on your plan or setup.)
Here’s what matters: - Give it a name everyone recognizes. (“Q3 Product Launch” beats “Launch 43.”) - Add collaborators. Invite folks from each team who need to see or do stuff. - Set permissions early. Don’t give everyone admin rights—chaos isn’t a workflow.
What to ignore: Fancy labels or color-coding every little thing. You’ll waste hours. Stick to the basics until you’re up and running.
Step 3: Define Your GTM Steps as Workflows
This is where Getaia starts to shine (and where people often overcomplicate things).
How to structure your workflow:
- Break down by channel: Each channel (email, ads, sales) should be its own “stream” or “track.”
- Add key steps: Think: “Write email copy,” “Design creative,” “Schedule posts,” “Prep sales deck.”
- Set dependencies: Don’t let sales start outreach before marketing has prepped the email sequence.
- Assign owners: One person per step. If “everyone” owns it, no one does.
In Getaia: Use their workflow builder to drag-and-drop steps or use a template. Most teams overbuild—start simple and add detail only if you hit friction.
Honest take: Skip the temptation to map every possible scenario. Your plan won’t survive first contact with launch week anyway. Focus on the “happy path” and document exceptions as you go.
Step 4: Attach Content, Assets, and Deadlines
Your workflow isn’t just boxes and arrows—it needs the actual stuff people will use.
- Upload or link assets: Attach drafts, final versions, logos, creative files, etc. to each step.
- Set real deadlines: Not “ASAP.” Use actual dates, and buffer for review time.
- Track versions: Getaia lets you keep versions—use it. Otherwise, you’ll end up with “final_v7_really_final.pptx” in your inbox.
What to ignore: Don’t try to store every single background doc in Getaia. Keep it to what people actually use to do their step.
Step 5: Automate Reminders and Handoffs
Multi-channel launches die when someone drops the ball. Automations help, but don’t expect magic.
In Getaia: - Set up automatic reminders for due steps. - Use handoff triggers so, say, sales gets notified as soon as marketing signs off on assets. - If Getaia integrates with your comms tools (Slack, Teams, email), connect those. But don’t overdo it—too many pings and people will ignore them.
Reality check: Automation won’t fix a disorganized team or unclear ownership. Use it to nudge, not as a crutch.
Step 6: Track Progress and Adjust on the Fly
No GTM plan survives reality. You need to see what’s moving, what’s stuck, and what’s going sideways.
- Use Getaia’s dashboards: Don’t bother building a custom dashboard unless you really need it.
- Spot bottlenecks: If “approve ad copy” is always late, address it.
- Adjust deadlines: Don’t be afraid to shift things if you need to. Just communicate.
Pro tip: Celebrate quick wins (like “sales sequence launched on time”) to keep momentum. Don’t wait until the whole thing is over.
Step 7: Post-Launch—Learn and Iterate
After launch, don’t just move on—take 30 minutes to look back.
- What worked? Which channels drove results, which were just noise?
- Where did the workflow break down? Too many approvals? Missing assets? People unclear on steps?
- What will you do differently next time? Update your template in Getaia now, before you forget.
Don’t: Write a 10-page retrospective no one will read. Share a quick Slack thread, update your workflow template, and move on.
What Actually Matters (and What Doesn’t)
Here’s the unvarnished truth:
Matters: - Clear steps, owners, and deadlines - Only the channels that move the needle - Communication, not just notification
Doesn’t matter: - Fancy automation for every edge case - Polishing the workflow until it’s perfect - Tracking every possible metric (stick to a few that show success)
Common Pitfalls to Avoid
- Trying to please everyone. Your GTM flow isn’t the place to solve interdepartmental politics.
- Confusing process with progress. A beautiful workflow means nothing if people ignore it.
- Letting the tool drive the process. Use Getaia to support your GTM plan, not dictate it.
Wrapping Up
Multi-channel launches are messy. Don’t get lost chasing “perfect.” Start with the basics in Getaia, keep the workflow visible, and ruthlessly cut what isn’t working. Keep it as simple as possible, then iterate as you learn. That’s how you make a GTM motion that doesn’t fall apart the minute launch day hits.