If you’re trying to get your B2B go-to-market (GTM) act together, half the battle is getting your team on the same page—literally and figuratively. Endless Slack threads, random Google Docs, and email chains won’t cut it. You need a system that keeps everyone moving in the same direction, without the overhead of a “collaboration platform” that’s all buzzwords and no real help.
If you’re looking at Sendler for this, you’re in the right place. This guide walks through setting up team collaboration workflows in Sendler, specifically for B2B GTM teams who want to actually get things done—not just talk about it.
Let’s get practical.
1. Get Your Basics Right: Setting Up Sendler for Teams
Before you start building workflows, make sure your Sendler account is set up for team use. This isn’t just about inviting people—it’s about getting the foundations right so things don’t fall apart later.
Here’s what you should do:
- Invite your core GTM team: Don’t add everyone right away. Start with sales, marketing, and product folks who actually drive GTM. You can always add others later.
- Set real roles: Assign permissions based on what people actually need to do. Resist the urge to make everyone an admin—trust me, it just creates a mess.
- Establish a naming convention: Projects, folders, and campaigns should be named in a way that makes sense in six months, not just today.
- Connect your tools: Integrate Sendler with your CRM, calendar, and whatever else your team already uses. If it’s not easy, don’t force it—manual uploads are better than a broken integration.
Pro tip: If you’re migrating from another tool, don’t try to move everything at once. Start fresh with your current GTM priorities.
2. Map Your GTM Workflow Before You Build It
Sendler has a lot of features, but just because you can do something doesn’t mean you should. The best workflows are simple and match how your team actually works.
How to approach this:
- List your key GTM steps: Think messaging, campaign launches, sales enablement, feedback loops. Don’t overcomplicate.
- Identify where handoffs happen: These are usually the pain points—like when marketing passes leads to sales, or product gives updates to the field.
- Decide what needs tracking: Not everything needs a ticket. Focus on what you’ll actually review each week.
What to skip: You don’t need a workflow for every little thing. Start with the big rocks—campaigns, assets, and handoffs.
3. Build Your First Real Workflow in Sendler
Now for the nuts and bolts. Here’s how to actually set up a collaboration workflow in Sendler that helps your GTM team move faster.
Step 1: Create a Master Project (or Workspace)
- Name it after your GTM initiative—e.g., “Q3 Product Launch” or “Enterprise Expansion.”
- Add your core team members.
- Set up folders for sub-areas: Messaging, Campaigns, Sales Enablement, Reporting.
Step 2: Set Up Task Streams for Each GTM Phase
- For each phase (like “Content Creation” or “Sales Training”), create a task stream or list.
- Assign clear owners—not “everyone.” Accountability matters.
- Add deadlines, but keep them realistic. Padding every due date just leads to people ignoring them.
Example:
- Messaging Development
- Tasks: Draft value props, get feedback, finalize copy
- Owners: Product marketing lead, sales rep for feedback
- Campaign Execution
- Tasks: Build email, design ads, QA, schedule launch
- Owners: Marketing ops, designer
Step 3: Use Comments and @Mentions, Not Email
- Encourage team members to comment directly on tasks or files.
- Use @mentions to pull in the right person only when needed.
- Avoid “reply-all” habits—if it’s important, it should live in Sendler.
Pro tip: Set a team rule: “If it’s not in Sendler, it didn’t happen.” It’s blunt, but it works.
Step 4: Automate the Boring Stuff (But Don’t Overdo It)
- Use Sendler’s automation for recurring tasks, reminders, or approvals (if your team is big enough to need it).
- Don’t spend hours automating edge cases you’ll only hit twice a year.
Step 5: Set Up Templates for Repeated Work
- If you run similar GTM motions (like product launches), set up a template project or workflow.
- This saves time and helps new team members ramp faster.
4. Keep Collaboration Focused (and Sane)
Collaboration can easily turn into chaos. Here’s how to keep everyone focused and avoid “collaboration theater.”
What helps:
- Weekly GTM standup: Use Sendler’s dashboard to review progress. No slides, no fluff—just look at what’s actually moving.
- Clear status labels: Use “In Progress,” “Blocked,” “Needs Review.” Avoid 15 custom statuses no one understands.
- Centralize assets: Don’t scatter docs across Dropbox, Google Drive, and Sendler. Pick one home for each asset.
- Feedback loops: Use Sendler’s commenting and version history for reviews instead of endless email chains.
What to ignore: Fancy dashboards and graphs that look cool but don’t drive decisions. If it’s not actionable, skip it.
5. Avoid Common Traps That Kill GTM Momentum
Let’s be real: Most collaboration tools are graveyards for half-finished projects and lost context. Here’s what to watch out for with Sendler (or any tool):
- Over-engineered workflows: If your team needs a training session to use it, it’s too complex.
- Permission sprawl: Lock down who can edit or delete key assets. Chaos creeps in fast.
- Notification overload: Default Sendler’s notifications to “mentions only.” Your team will thank you.
- Paralysis by process: If a workflow isn’t working, kill it fast. Don’t wait for the next “process review.”
Pro tip: Ask your team every month: “What’s annoying about our workflow?” Fix one thing at a time.
6. Measure What Matters (and Skip the Rest)
Don’t waste time tracking “collaboration metrics” that don’t help you ship or sell. Focus on:
- Cycle time: How fast does an idea become a live campaign?
- Bottlenecks: Where do tasks get stuck? Who needs help?
- Outcome tracking: Did the campaign actually generate leads or revenue?
If Sendler’s built-in analytics don’t give you what you need, export the basics and make a quick spreadsheet. Don’t get lost in the weeds.
7. Tune and Iterate
No workflow is perfect out of the gate. The best teams treat their process like a product: test, tweak, and keep what works.
- Hold short retros: Five minutes at the end of the week is enough. What worked? What sucked? Adjust.
- Clean up regularly: Archive old projects and tasks. Outdated clutter kills momentum.
- Bring new hires up to speed fast: Use your templates and walkthrough docs.
Wrapping Up: Keep It Simple, Keep It Moving
You don’t need a PhD in process management to run a solid B2B GTM workflow in Sendler. Start with the basics, focus on what actually moves the needle, and don’t be afraid to ditch what isn’t working. Simple, visible workflows beat fancy tools every time.
Set things up, get your team using it, and focus on delivering—not just collaborating. If you keep it simple and iterate, your GTM execution will actually get easier, not harder.