GTM Diagnostic

Our GTM Diagnostic is optimized for Venture Backed Series A, B & C B2B Tech companies. Later-stage or PE-backed orgs can still benefit, but the tool is tuned for scale-up realities.

Anyone who is in a Revenue Leadership role such as CRO / CMO / VP Sales / VP Marketing / Head of RevOps or anyone else leading revenue initiatives.

A no-stone-left-unturned assessment of your GTM ops against proven standards, plus a prioritized roadmap and benchmark report (where you stand, what to fix first, what to fix next). Net outcome: clarity.

Yes. The deliverable is actionable on its own: benchmarks + a prioritized plan your team can execute. We designed it to be valuable regardless of next steps.

The GTM Diagnostic is purposefully designed to be a fast turnaround with minimal effort on your end. There are only 3 things needed from you and your team:

1. A Short Diagnostic Intake which will include a questionnaire and an NDA—happy to sign yours if that’s easier
2. Systems Access 
3. Reverse Demo

All in should be about 3 hours from your team.

~1 week from kickoff, systems access and NDA and we’ll walk you through ALL the findings, results and action plan so you know exactly how you measure up.

It’s free for as long as we have capacity. We’re investing in relationships and proof. No hidden fees, no “gotchas.”

And don’t worry, we’re still MORE than happy to do the diagnostic for you even if we’re not a good fit to work together. Because we’re big believers in relationships, good work travels fast. And even if we’re not the right fit today… you might think of us later or when someone in your network needs help.

No. The output is vendor-neutral and implementation-agnostic. Use your team, your SI, or us. Your call!

We’ll typically need admin level access to your CRM so we can see advanced configurations like automations and integrations.

At LeanScale, we take security and data privacy very seriously and will not store, collect or share data in any way. We’ll be going through your systems in a read-only manner. That’s also why we don’t do these without an NDA in place for your protection.

We know we’re getting access to sensitive data, so it’s in place for your protection.

It’ll be a mix of the lead partner at LeanScale as well as a senior GTM engineer with input from subject matter experts.

Because hidden gaps become expensive only when momentum hits. Running the diagnostic now ensures you’re ready to capture the next opportunity window.

Yes, because then the moment you are ready, you’ll already know exactly what to do. You’ll have complete clarity on where you stand and what to fix first for the biggest impact on revenue.

We’ll leave it to you. You own the results.

Investors provide a 30,000-foot view—the GTM Diagnostic gives you in-the-weeds system-level clarity and you’ll leave with an execution ready roadmap.

Absolutely. Surfacing data quality and model gaps is part of the Diagnostics—and the action plan will give you the clarity you need to clean up your data.

I’m sure you already have a good idea of what your gaps are, the goal of the Diagnostic isn’t to tell you how to run your business… it’s to give you a clearer picture and help you move the needle fastest.

You can use this to validate that they are adding all the value that you need out of them.

They’re probably doing really well but operating in a silo. This will help them know what “good” looks like compared to the rest of the industry and some of the fastest growing companies that we work with. Hopefully this will help them skip trial and error and move faster with more clarity.

No. It’s diagnostic-only—no production changes during assessment. Low effort; high signal.

Yes. We evaluate end-to-end GTM across data visibility, sales effectiveness, and efficiency—regardless of motion mix.

Yes—at a diagnostic depth. We flag structural issues and prioritize fixes; execution happens in the post-diagnostic phase.

Yes. We evaluate tracking/taxonomies, routing SLAs, stage definitions, and reporting integrity—core drivers of pipeline throughput.

We rank by impact vs. effort and sequence into a 30/60/90 roadmap so you tackle the compounding wins first.

Three paths: 

1. Your team executes
2. Your SI/agency executes
3. LeanScale executes (our core service = doing) 

The diagnostic is insight + direction; the service is execution.

Typically every 6–12 months, or before a major GTM shift (new segment, pricing, funding, market entry).

Yes. We support hundreds of common B2B GTM Tools. And if it’s something we haven’t seen before, we’re happy to peak under the hood. 

Both. The diagnostic flags fast fixes (e.g., routing SLAs, stage hygiene, report clarity, etc.) and structural changes (e.g., lifecycle, attribution architecture, etc.). We’ll look for your guidance on prioritizing what would drive the most impact.

Your business might be unique, but there are core GTM principles that are applicable to all GTM engines. We’ll consider the context of your specific business situation in the final findings.

If we have capacity, we can start as soon as possible. Click the link on this page and grab a time to see if you qualify.

No. We’re tool-agnostic and we refuse to take referral fees. We’ll recommend what’s working best currently in the market for your specific situation.

We’ve designed the LeanScale GTM Diagnostic from from the playbooks of all the best practices across the entire industry and then proven them in the field by working with some of the fastest-growing names in B2B tech—like Mistral, Chainguard, Clio—and so many more.