Team Collaboration Best Practices

Establish workflows, roles, and communication patterns for effective team collaboration in AutoSeq.

Roles & Responsibilities

Workspace Owner

  • Manages billing and subscription
  • Invites and removes team members
  • Final authority on workspace settings
  • Owns HubSpot integration connection

Admins

  • Create and manage rotation strategies
  • Sync data from HubSpot
  • Monitor usage and analytics
  • Troubleshoot issues

Members

  • View analytics for their sequences
  • Export data as needed
  • Report issues to admins

Communication Practices

Create Dedicated Slack Channel

Create #autoseq or #sales-automation channel for:

  • Announcing new workflows
  • Reporting issues
  • Sharing analytics insights
  • Coordinating rotation changes

Weekly Team Sync

5-minute standing meeting to discuss:

  • This week's execution count
  • Any failing workflows
  • Rotation balance
  • Upcoming changes

Workflow Ownership

Clear Workflow Naming

Include owner in workflow name:

  • "[AutoSeq][John] Enterprise Demo Follow-up"
  • "[AutoSeq][Sales Team] Inbound Lead Nurture"

Document Workflows

Maintain shared doc with:

  • Workflow name
  • Purpose
  • Owner
  • Sequence used
  • Expected volume

Change Management

Announce Changes in Advance

Before making changes:

  1. Post in team channel
  2. Explain what's changing and why
  3. Give 24-hour notice if possible
  4. Confirm after change is made

Rotation Strategy Changes

When adding/removing team members from rotations:

  1. Discuss with affected team members
  2. Get manager approval if changing percentages
  3. Document reason for change
  4. Monitor distribution for first week

Onboarding New Team Members

Checklist for New Reps

  1. Add to HubSpot with Sales Hub Pro
  2. Connect email in HubSpot
  3. Sync data in AutoSeq
  4. Add to relevant rotation strategies (start at 20%)
  5. Show them AutoSeq analytics
  6. Explain how rotations work
  7. Increase rotation percentage over 30-60 days

Troubleshooting Together

Issue Escalation Path

  1. Rep notices issue → Reports in Slack
  2. Admin investigates → Tries basic fixes
  3. If unresolved → Admin contacts AutoSeq support
  4. Admin shares resolution in Slack