Tool · Customer Success Platform

Gainsight

Robust enterprise Customer Success Platform for health scoring, adoption, and retention workflows. Adrian administered it at Mindflash and judged it too heavy and expensive to drive meaningful outcomes for a smaller-budget org.

3Documents
1Playbooks
1Customer stories
gainsight.com ↗
Method

What we recommend

How LeanScale runs delivery where Gainsight is involved.

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
Proof

What it produced

Real engagements involving Gainsight.

Proof CRM Architecture & Migration

Merging two Salesforce orgs into one against a contract-expiry deadline

A software company was paying for two separate Salesforce orgs and had to be out of one before its contract lapsed. We merged roughly 625,000 records …

3 sections · 9 min read
Opinion

Episodes that mention Gainsight

Conversation, not measurement.

Ep. 28

Run CS Ops like a Pro: The 5 Things Every CS Operation Needs to Have

Adrian Diaz on building a customer success operations function from scratch — processes, tech, health scoring, and staying close to the customer

October 28, 2025 · 00:51:39 · 47 min read