Playbooks

How we actually do the work.

How LeanScale actually runs GTM delivery — 12 playbooks covering lifecycle, routing, CPQ, quote-to-cash, attribution, territory design, CRM migration and GTM automation.

All playbooks

Method Revenue Systems

Attribution

Every Attribution project moves through the same four phases. Know what you produce in each — and know that, like CPQ, this is a project you win or lo…

32 sections · 20 min read
Method Automation

Automated Outbound Sequencing

Most playbooks start at Blueprint. This one starts before that — with three things that have to be true before you are willing to run the project at a…

41 sections · 30 min read
Method Revenue Systems

CPQ

Every CPQ project moves through the same four phases. Know what you produce in each one — and know that, like Quote to Cash, this is a project you win…

32 sections · 19 min read
Method Revenue Systems

CPQ vs Revenue Cloud

Half the bad advice online cites the wrong product. "Revenue Cloud" has meant three different things. When someone says "move to Revenue Cloud," they …

13 sections · 7 min read
Method Migration

CRM Migration

Every migration moves through the same four phases. The weight sits in phase one — get the Blueprint right and the other three go smoothly. 1 Blueprin…

43 sections · 29 min read
Method GTM Structure

Growth Model

Most playbooks are heaviest in Build. This one is heaviest in Blueprint — by a mile. Plan your time accordingly. 1 Blueprint Mine their systems for ev…

25 sections · 18 min read
Method GTM Structure

GTM Lifecycle

Every GTM Lifecycle project moves through the same four phases. Know what you produce in each one. 1 Blueprint Research their systems & company. Surfa…

27 sections · 13 min read
Method GTM Structure

Lead Routing

Every Lead Routing project moves through the same four phases. Know what you produce in each one. 1 Blueprint Pick the routing model, map the channels…

40 sections · 18 min read
Method GTM Structure

Market Map

Light on meetings, heavy on up-front analysis. Most of the value lands before the discovery call. 1 Blueprint Research inside + outside their systems;…

21 sections · 9 min read
Method Revenue Systems

Quote to Cash

Every Quote to Cash project moves through the same four phases. Know what you produce in each one — and know that this is a project you win or lose in…

31 sections · 18 min read
Method GTM Structure

Sales Territory Design

Territory design is unusual: almost all the work lands in Blueprint. If you do that part right you can one-shot the whole plan and get a green light i…

46 sections · 23 min read