If you’re stuck trying to make sure your salespeople can actually find the content they need in Allego, you’re not alone. Most companies dump everything in one big digital pile and hope reps figure it out. Spoiler: They don’t. This guide is for sales enablement folks, sales ops, or anyone who owns the content library mess. We’ll walk through how to actually set up Allego so different sales roles—BDRs, AEs, account managers—see what matters for their job and nothing else.
No fluff. No “strategic alignment.” Just the steps and honest advice on what works in the real world.
1. Get Clear on Who Needs What
Before you start clicking around in Allego, get a handle on your sales roles and what content they actually use. The biggest mistake? Trying to build the library before you know who you’re building it for.
How to Do It
- List your main sales roles: BDRs, SDRs, AEs, account managers, sales engineers, etc.
- Ask them or observe: What content do they search for? What do they ignore? (Hint: Don’t guess. Ask a few reps directly.)
- Map content types to roles:
- BDRs/SDRs: Call scripts, objection handling, quick intro decks.
- AEs: Detailed decks, proposals, case studies, pricing sheets.
- Account Managers: Upsell decks, renewal templates, customer success stories.
- Sales Engineers: Technical docs, demos, integration guides.
Pro tip: If you’re not sure, pull usage reports from Allego—see what’s actually getting opened, not just what’s uploaded.
2. Structure Your Content Library for Humans (Not Committees)
Allego gives you folders, tags, and channels. Use them—but don’t over-engineer. The simpler, the better.
What Works
- Folders: Group by sales role, sales stage, or major product line. Don’t go crazy with subfolders.
- Tags: Tag content by role, use case, or product. These make searching way easier.
- Channels: Good for ongoing training, playbooks, or “what’s new” feeds for each role.
What to Avoid
- Deep, nested folders. People won’t click past two layers.
- Naming things after internal projects or abbreviations nobody outside enablement understands.
- Making everything available to everyone “just in case.”
Pro tip: Show a draft structure to a few reps. If their eyes glaze over, it’s too complicated.
3. Set Up Role-Based Access and Visibility
You don’t want your BDRs swimming through technical documentation meant for sales engineers. Allego lets you control who sees what—use it.
How To Set It Up
- Create user groups for each sales role if they don’t already exist. (Check with your admin.)
- Assign folders and channels to user groups. This limits who can view or edit what.
- Set permissions: Decide who can upload, edit, or just view content. Most reps only need view access.
- Test it: Log in as a user from each group (or use “View As”) to check what actually shows up.
Honest Take
Most companies get lazy here and let everyone see everything. That just creates noise. If you want people to use the library, make their experience dead simple.
4. Tag Content (and Don’t Overthink It)
Tagging sounds boring, but it’s the secret sauce for actually finding stuff later. Focus on a handful of useful tags—don’t go “tag crazy.”
How To Tag Well
- Role-based tags: E.g., “BDR,” “AE,” “Sales Engineer.”
- Sales stage tags: E.g., “Discovery,” “Demo,” “Proposal.”
- Product tags: If you sell more than one thing, tag by product line.
- Format tags: “Video,” “Deck,” “Template,” etc.
What to Ignore
- Useless tags like “important” or “miscellaneous.” They help no one.
- Creating so many tags that nobody knows which to use. Stick to 5–10 core ones.
Pro Tip
Set up a quick “Tagging Cheat Sheet” and share it with anyone uploading content. Consistency beats creativity here.
5. Create Role-Specific Playbooks and Starter Packs
Don’t just dump content and call it a day. Pull together the essentials for each role in one place.
How To Do It
- Build a “Starter Pack” channel for each role: What does a new BDR absolutely need their first week? Put it all in one channel.
- Curate role-based playbooks: These can be folders or channels with everything for a specific role or sales process.
- Pin or highlight key content: Make sure the most-used assets stay at the top.
What Works
- Asking top performers what’s in their personal “cheat sheet”—then steal that structure.
- Keeping these packs updated quarterly. Outdated playbooks are worse than none at all.
6. Keep the Library Fresh (and Prune Ruthlessly)
Old decks and expired documents clutter things up fast. Nobody wants to sift through six versions of the same case study.
How To Stay on Top of It
- Set a quarterly review: Block time to review and clean out old content.
- Use Allego’s analytics: See what’s getting used—and archive the rest.
- Assign owners: Each folder or channel should have someone on the hook for updates.
What to Ignore
- The urge to save everything “just in case.”
- Letting content rot because “someone might need it someday.” They won’t.
7. Train Your Team (and Get Real Feedback)
Even the best library doesn’t matter if nobody knows how to use it.
How To Roll It Out
- Run a quick walkthrough: Live demo or a short video. Don’t make it a 60-minute meeting.
- Show them how to search, filter, and find their stuff.
- Ask for feedback: What’s missing? What’s hard to find?
- Iterate: Tweak based on what you hear, not what you think is intuitive.
Honest Take
Don’t expect instant adoption. You’ll hear, “I can’t find anything” at first. That’s normal. Just keep tweaking and make the library part of onboarding.
8. Measure What Matters
Don’t drown in metrics. Focus on whether people are actually using the library—and if it’s saving them time.
What to Track
- Most-used content by role
- Search terms with no results
- Feedback from reps (“Can’t find X”)
- Time-to-ramp for new hires
Pro Tip
If nobody touches a piece of content in a quarter, it’s probably safe to archive.
Wrapping Up: Keep It Simple, Keep It Useful
Customizing Allego’s content libraries for different sales roles isn’t rocket science—but it does take discipline. The best libraries aren’t crammed with every file under the sun. They’re tightly organized, role-specific, and easy to keep up to date. Start simple, ask for real-world feedback, and don’t be afraid to delete what’s not working. Iterate as you go.
Remember: If your reps can find what they need in 15 seconds or less, you’re winning.