Get Started

Start Diagnostic

Three quick steps to kick off your GTM Diagnostic — about 15 minutes.

1

Sign NDA

Sign our mutual NDA to protect both parties before we begin

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2

GTM Diagnostic Intake

~15 questions about your CRM, marketing automation, sales engagement, and reporting stack. Takes about 8 minutes.

3

Provide system access

Temporary admin-level access to your CRM and marketing automation platform so we can run the diagnostic.

Salesforce

Invite diagnostics+YOURCOMPANY@leanscale.team as a Standard User (read-only is fine).

Replace YOURCOMPANY with your company name, or use the email your LeanScale point of contact provided.

HubSpot

Click the Partner Admin link below — it's a one-step process to grant access.

Open HubSpot Partner Admin link →

Attio

No invite needed — connect via OAuth directly from the intake form. A Workspace Admin clicks Connect Attio, authorizes the read-only scopes, and we pull your data model, lists, members, tasks, and webhooks in about 30 seconds.

Other GTM tools

For everything else (data enrichment, sales engagement, BI, etc.) we'll guide you case-by-case — usually read-only access.

Read-only
No edits or changes to your systems.
No data stored
We don't collect or share data outside the diagnostic.
NDA in place
Your information is fully protected.

Need help? diagnostics@leanscale.team — our team will walk you through it.

See what you'll get

Preview a sample diagnostic

Here's what a completed GTM Diagnostic looks like — Power 10 Scorecard, Inspection Report (80+ checkpoints), and an execution-ready roadmap.

View sample diagnostic →