🛠️ LeanScale Services Catalog
148 services across Strategic Projects, Managed Services, and Tool Implementations. Browse by category and function to find the right solution for your GTM operations.
Cross Functional(19)
Executive Reporting Suite
Board-ready dashboards and reporting package for GTM leadership with key metrics and insights.
📖 View PlaybookGrowth Model
Financial modeling integrating ARR targets with GTM efficiency metrics for achievable quarterly goals.
📖 View PlaybookMarket Map / ICP/TAM
Strategic data infrastructure that identifies, enriches, and tiers your TAM into actionable account segments.
📖 View PlaybookGTM Lifecycle
End-to-end customer journey framework from lead to customer to expansion.
📖 View PlaybookLead Lifecycle (GTM Lifecycle)
Lead stage definitions, routing rules, and conversion tracking from MQL to SQL.
📖 View PlaybookCRM Deduplication
One-time data cleanup to merge duplicate accounts and contacts in your CRM.
📖 View PlaybookFoundational Automations and Reporting Logic
Core workflow automations and reporting infrastructure to power your GTM operations.
📖 View PlaybookHubspot to Salesforce CRM Migration
Full data and process migration from HubSpot to Salesforce with minimal business disruption.
📖 View PlaybookCRM Deduplication Ongoing Tool
Automated ongoing deduplication to maintain CRM data quality continuously.
📖 View PlaybookFed/PubSec CRM Partitioning
CRM architecture for companies selling to federal and public sector customers.
📖 View PlaybookGTM Org Chart & Hiring Plan
GTM organization design with roles, responsibilities, and hiring roadmap.
📖 View PlaybookActivity Capture
Automatic logging of emails, calls, and meetings to CRM for complete activity visibility.
📖 View PlaybookPLG GTM Design
Product-led growth strategy and systems design for self-serve customer acquisition.
📖 View PlaybookRevenue Recognition
Implement proper revenue recognition workflows aligned with accounting standards.
📖 View PlaybookMonthly/Quarterly GTM Reporting Pack
Standardized reporting package for regular GTM performance reviews.
📖 View PlaybookSalesforce to Hubspot CRM Migration
Full data and process migration from Salesforce to HubSpot with minimal disruption.
📖 View PlaybookGTM Diagnostic
Comprehensive assessment of your GTM operations maturity and improvement opportunities.
📖 View PlaybookCRM-ERP Integration
Connect your CRM with ERP systems for unified financial and customer data.
📖 View PlaybookMarketing(20)
Inbound Lead Journey Mapping
Map and optimize the complete inbound lead experience from first touch to sales handoff.
📖 View PlaybookLead Routing
Automated lead assignment rules to get the right leads to the right reps instantly.
📖 View PlaybookMarketing Automation Platform Implementation
Set up or migrate your marketing automation platform with best practices.
📖 View PlaybookAttribution
Multi-touch attribution modeling to understand marketing impact on revenue.
📖 View PlaybookLead Scoring Model (Sales-Led)
Design and implement lead scoring to prioritize the best opportunities.
📖 View PlaybookLead Scoring Model (Product-Led/PQL)
Product Qualified Lead scoring based on in-app behavior and engagement signals.
📖 View PlaybookPhysical Event Process and ROI Reporting
End-to-end event management processes with clear ROI measurement.
📖 View PlaybookEvent Operations Platform Implementation
Deploy and configure event management platforms for webinars and virtual events.
📖 View PlaybookWebsite Lead Capture & Form Configuration
Optimize web forms for conversion while capturing essential qualification data.
📖 View PlaybookABM / ABS Process and System
Account-Based Marketing and Selling strategy with supporting technology stack.
📖 View PlaybookNurture Program Design and Management
Automated email nurture sequences to engage and convert prospects over time.
📖 View PlaybookMarketing Reporting Pack
Comprehensive marketing dashboards covering funnel, attribution, and campaign performance.
📖 View PlaybookEmail Subscription & Compliance Framework
Preference centers and compliance workflows for GDPR, CAN-SPAM, and more.
📖 View PlaybookEmail Templates & Build Process
Branded email templates and standardized build process for marketing teams.
📖 View PlaybookLead List Intake Process
Structured process for importing, deduping, and routing purchased or event lead lists.
📖 View PlaybookAI Automated Inbound
AI-powered inbound lead processing for instant enrichment, scoring, and routing.
📖 View PlaybookSpeed-to-Lead
Optimize response time to inbound leads with automated alerts and workflows.
📖 View PlaybookAutomated Inbound Data Enrichment
Automates enrichment, scoring, routing of inbound leads using Clay and CRM workflows.
📖 View PlaybookMarketing Database Segmentation
Segment your marketing database for targeted campaigns and personalization.
📖 View PlaybookMarketing to Sales Handoff & SLA Tracking
Define handoff process between marketing and sales with SLA monitoring.
📖 View PlaybookSales(18)
Automated Outbound Process
Systematic outbound prospecting workflows with sequences and cadences.
📖 View PlaybookSales Lifecycle (GTM Lifecycle)
Opportunity stages, sales process, and pipeline management framework.
📖 View PlaybookCPQ Implementation
Configure-Price-Quote system setup for accurate, fast proposal generation.
📖 View PlaybookSales Qualification Methodology
Implement BANT, MEDDIC, or custom qualification frameworks in your CRM.
📖 View PlaybookQuote to Cash
End-to-end process from quote creation through invoicing and payment collection.
📖 View PlaybookSales Territory Design
Geographic, vertical, or account-based territory design with system automation.
📖 View PlaybookQuotas and Target Setting
Methodology for setting achievable quotas based on capacity and market opportunity.
📖 View PlaybookRules of Engagement Design
Clear guidelines for account ownership, handoffs, and conflict resolution.
📖 View PlaybookForecasting Process Implementation
Structured forecasting methodology with commit categories and accuracy tracking.
📖 View PlaybookSales Engagement Platform
Deploy and configure outreach tools for email sequences and call tracking.
📖 View PlaybookE-Signature Implementation
Set up DocuSign, PandaDoc, or similar for streamlined contract execution.
📖 View PlaybookCLM Implementation
Contract Lifecycle Management system for drafting, redlining, and storage.
📖 View PlaybookConversation Intelligence Implementation
Deploy Gong, Chorus, or similar for call recording and AI-powered insights.
📖 View PlaybookSales Enablement Platform Implementation
Content management and training platform for sales team effectiveness.
📖 View PlaybookCommission Plan Design & Implementation
Design incentive compensation plans aligned with business objectives.
📖 View PlaybookCommission Tool Implementation
Set up commission tracking and payout automation tools.
📖 View PlaybookRevenue Intelligence Process
Aggregate and analyze revenue data for forecasting and deal insights.
📖 View PlaybookOpportunity Management UX Improvements
Improve CRM opportunity management experience for sales productivity.
📖 View PlaybookCustomer Success(10)
Customer Lifecycle (GTM Lifecycle)
Post-sale customer journey including onboarding, adoption, renewal, and expansion.
📖 View PlaybookRenewal, Churn, NRR/GRR Reporting
Dashboards tracking renewal rates, churn, and net/gross revenue retention.
📖 View PlaybookOnboarding and Process Improvement
Optimize customer onboarding for faster time-to-value and adoption.
📖 View PlaybookSales to CS Handoff Process
Structured handoff from sales to customer success with context transfer.
📖 View PlaybookNPS and Voice of Customer Launch
Implement Net Promoter Score surveys and customer feedback programs.
📖 View PlaybookSupport System Implementation
Deploy help desk and ticketing systems for customer support.
📖 View PlaybookCustomer Success Platform Implementation
Set up Gainsight, ChurnZero, or similar CS platforms.
📖 View PlaybookCustomer Segmentation
Segment customers by value, health, and engagement for targeted strategies.
📖 View PlaybookRenewal Management
Proactive renewal process with playbooks for different customer segments.
📖 View PlaybookPartnerships(1)
Partnership Success Platform Implementation
Deploy partner relationship management tools for channel and alliance programs.
📖 View PlaybookShowing 68 services
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