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We own your GTM systems. You run your business.

A subscription partner across three GTM practices — Revenue Operations, Marketing Operations, and AI Operations. Engage one practice, or all three — each comes with a trained pod, a managed stack, and a project queue that runs alongside your team.

run a GTM diagnostic

See the practices

RevOps. Marketing Ops. AI Ops.

PRACTICES

RevOps. Marketing Ops. AI Ops.

PRACTICES

90-day rolling

TERM

90-day rolling

TERM

Dedicated pod per practice

team

Dedicated pod per practice

team

Uncapped ad hoc

support

Uncapped ad hoc

support

The Three Practices

Three GTM practices. Pick one. Pick all three.

Each practice is a self-contained engagement — its own trained team, its own managed stack, its own project queue. Engage them independently or stack them together for a complete GTM operating system.

Revenue Operations

Marketing Operations

AI Operations

Practice 01 - Revenue Operations

Revenue Operations

The system-of-record layer behind predictable revenue. We own your CRM, your sales process, your customer lifecycle, and your quote-to-cash motion — so you can run a tighter forecast and a cleaner book.

Partnered With: CRO or Head of RevOps

Always Covered

No Salesforce admins, HubSpot admins, or reporting analysts needed — we own tool administration, ongoing optimization, and operational reporting for this practice.

Projects in this practice

001

CRM Foundations & Reporting

Growth Model

CRM Foundations

Executive Reporting Suite

ARR Reporting

Monthly / Quarterly GTM Reporting Pack

002

Sales Process

GTM Lifecycle

Sales Qualification Methodology

Forecasting Process Implementation

Opportunity Management UX

Activity Capture

003

Customer Lifecycle

Customer Health Scoring

Renewal Process Management

Upsell & Cross-sell Processes

Customer Segmentation

004

Quote-to-Cash

Pricing & Packaging

CPQ Implementation

E-Signature & CLM

Billing & Revenue Recognition

Metering & ERP Integration

Stack we manage

CRM

Salesforce

Pipedrive

HubSpot

Attio

Sales Engagement

AmpleMarket

Pipedrive

Salesloft

Gong Engage

CPQ & Billing

DealHub

Salesforce CPQ

Subscript

Maxio

PandaDoc

E-Signature & CLM

DocuSign

Ironclad

SpotDraft

Customer Success

Gainsight

ChurnZero

Vitally

Planhat

Conversation & Comp

Gong

Clari

Spiff

CaptivateIQ

Revenue Operations

Marketing Operations

AI Operations

Practice 01 - Revenue Operations

Revenue Operations

Partnered With: CRO or Head of RevOps

Always Covered

No Salesforce admins, HubSpot admins, or reporting analysts needed — we own tool administration, ongoing optimization, and operational reporting for this practice.

Projects in this practice

001

CRM Foundations & Reporting

Growth Model

CRM Foundations

Executive Reporting Suite

ARR Reporting

Monthly / Quarterly GTM Reporting Pack

002

Sales Process

GTM Lifecycle

Sales Qualification Methodology

Forecasting Process Implementation

Opportunity Management UX

Activity Capture

003

Customer Lifecycle

Customer Health Scoring

Renewal Process Management

Upsell & Cross-sell Processes

Customer Segmentation

004

Quote-to-Cash

Pricing & Packaging

CPQ Implementation

E-Signature & CLM

Billing & Revenue Recognition

Metering & ERP Integration

Stack we manage

CRM

Salesforce

Pipedrive

HubSpot

Attio

Sales Engagement

AmpleMarket

Pipedrive

Salesloft

Gong Engage

CPQ & Billing

DealHub

Salesforce CPQ

Subscript

Maxio

PandaDoc

E-Signature & CLM

DocuSign

Ironclad

SpotDraft

Customer Success

Gainsight

ChurnZero

Vitally

Planhat

Conversation & Comp

Gong

Clari

Spiff

CaptivateIQ

Revenue Operations

Marketing Operations

AI Operations

Practice 01 - Revenue Operations

Revenue Operations

Partnered With: CRO or Head of RevOps

Always Covered

No Salesforce admins, HubSpot admins, or reporting analysts needed — we own tool administration, ongoing optimization, and operational reporting for this practice.

Projects in this practice

001

CRM Foundations & Reporting

Growth Model

CRM Foundations

Executive Reporting Suite

ARR Reporting

Monthly / Quarterly GTM Reporting Pack

002

Sales Process

GTM Lifecycle

Sales Qualification Methodology

Forecasting Process Implementation

Opportunity Management UX

Activity Capture

003

Customer Lifecycle

Customer Health Scoring

Renewal Process Management

Upsell & Cross-sell Processes

Customer Segmentation

004

Quote-to-Cash

Pricing & Packaging

CPQ Implementation

E-Signature & CLM

Billing & Revenue Recognition

Metering & ERP Integration

Stack we manage

CRM

Salesforce

Pipedrive

HubSpot

Attio

Sales Engagement

AmpleMarket

Pipedrive

Salesloft

Gong Engage

CPQ & Billing

DealHub

Salesforce CPQ

Subscript

Maxio

PandaDoc

E-Signature & CLM

DocuSign

Ironclad

SpotDraft

Customer Success

Gainsight

ChurnZero

Vitally

Planhat

Conversation & Comp

Gong

Clari

Spiff

CaptivateIQ

How We Work

A subscription partnership, not a one-off project

You don't hire LeanScale to do one project. You hire us to own one or more GTM practices on an ongoing basis — with a dedicated team per practice, a continuous project queue, and no caps on the small stuff in between.

GTM Diagnostic

We map your systems, gaps, and priorities in a structured discovery. Output: a stack-ranked project list with effort, impact, and a recommendation on which practices to engage.

Activate Your Practices

You and your architect choose which practice(s) to engage and what runs first. Each practice has its own project capacity — you always know what's in flight per practice.

Execute & Iterate

Projects run on 4–12 week cycles depending on GTM complexity. Standing reviews, weekly working sessions, daily ad hoc support — uncapped, same-day SLA.

Close & Compound

Each project closes with a signed-off deliverable. The next priority becomes active in its place. Your systems keep improving every month, not just at SOW signing.

Subscription · 90-day rolling

Engagement

Subscription · 90-day rolling

Engagement

Dedicated pod per practice

TEAM

Dedicated pod per practice

TEAM

4–12 weeks per project

Project Cycle

4–12 weeks per project

Project Cycle

Uncapped · same-day SLA

Ad Hoc Support

Uncapped · same-day SLA

Ad Hoc Support

Customer Proof

Built by operators, trusted by growth-stage SaaS

We've owned the GTM systems for 50+ growth-stage B2B SaaS companies — from Series A to late-stage. A few of the teams we've partnered with:

Selected Customers

Mistral AI

Chainguard

AssemblyAI

Clio

Fountain

Runpod

factory.ai

Ocrolus

Anrok

Act-On

GreyNoise

Integrate.io

CallRail

Patlytics

Revenue Ops - Growth Model

Speech recognition · Series C · 100–250 employees

“LeanScale was able to build a plan we could trust with accurate data from the Salesforce instance they built and manage.”

Matt Willis, CRO

4 wks

Sales capacity + integrated growth model delivered

Revenue Ops - CRM Migration

Data integration platform · 51–100 employees

“LeanScale provided the playbook and technical expertise to get us up and running in 60 days. We were impressed by the speed, but even more impressed by how smooth and thorough the process was.”

Donal Tobin, CEO

60 days

10 years of Pipedrive history migrated to Salesforce

Revenue Ops - Outsourced RevOps

Ecosystem-led B2B · 120 employees · $100M+ processed

“ LeanScale did an incredible job moving our organization to Salesforce from our previous CRM and then proceeded to become a core component of our GTM organization.”

6 wks

Zoho → Salesforce migration, then ongoing full RevOps

Why LeanScale

What you get that you can't get anywhere else

The most common alternatives — and what makes LeanScale different.

Hiring in-house

Project agencies

Consultants

Senior Team of Operators Ready day 1

Full GTM tech stack capabilities

RevOps, MarOps and AI Ops coverage

B2B SaaS / AI focus

Cost

$$$$

$$$

GET STRATED

Run a GTM Diagnostic. We'll recommend the practices that fit.

A 30-minute discovery call. We'll map your systems, surface the highest-impact gaps, and recommend which practice (or practices) to engage and what to ship in your first 90 days. No pitch deck.

Schedule a call

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