Sharing a Workspace!
We’ve recently updated how workspaces are shared!
Recapped makes it super easy to share and collaborate! You can share workspaces externally with prospects or clients, and internally to maximize cross-functional collaboration efforts.
Inviting Clients, Prospects, and Teammates to a Workspace
There are 2 ways to share your workspace:
To share your workspace by Name & Email (recommended)
Click the ‘Share’ on the top right-hand corner (within the workspace)
Add the stakeholders you want to collaborate with
After you enter recipients' emails you’ll be prompted to enter their first and last names below
Note: You can copy and paste multiple emails directly from your calendar event or your email client.
Click ‘Invite’
Once the external party receives the invite and clicks the link they’ll be ready to collaborate.
Reminder: If you share a workspace via Name & Email activity appears under the recipient name.
Example: John Smith downloaded Pricing PDF
Share with a Link
To share the workspace via link click the ‘Copy Link’ button at the top right of the workspace. You’ll then be able to paste the link directly to your prospect or client.
Reminder: If you share via the link, the activity will appear under ‘Someone’ in the activity tab
Example: Someone downloaded Pricing PDF
Tip: Set your workspace privacy to ‘Require Identification’ so recipients' activity is attributed to them in the activity log
Adding Teammates
Internal team members with a Recapped account will automatically appear in the list and can be easily added in by selecting their name.
Resend invites
Easily resend an invite to a client who has not logged into the workspace. Once a client accepts a workspace invite the workspace owner will receive an email notification.
You’re also able to remove collaborators from a workspace at any time.
Generate a draft email
It is important to introduce Recapped to your clients and help them understand how you will be using it in your partnership.
Have us generate a draft email to help ease your buyers into your workspace to drive engagement and buy-in.
🎯 Our Recommendations and Tips 🎯
Our recommendation:
To get comfortable with this new streamlined process, we recommend introducing this to a prospect you already have a great relationship with.
Going above and beyond, here are additional tips:
Share your screen at the end of each call, showing them you went above and beyond to build a collaborative experience FOR them.
Gain consensus on next steps. This is known as a Mutual Action Plan.
Drop the link to your shared workspace in your video chat. Have them access it and bookmark the link.
Send a follow-up email referring to the workspace.
Include the workspace link in the body of your next meeting invite, especially when new stakeholders are involved.
💡 Repetition is key!
Show clients that they can find everything they need in their shared Recapped workspace, and they won't have to dig through emails or anywhere else.
What else do you want to see from the share modal?