Delivery OS · Playbook Library

The playbook library.

Every LeanScale delivery playbook and every agent in one place — the standards we build to, the briefs the team runs from, and the fleet that runs inside your systems.

13Playbooks
16Agents
4Categories
1Standard
Where it all starts

It begins with delivering work our customers can be proud of. Everything else — advocates, brand, the right customers, the talent we get to hire — compounds from that one thing.

The Flywheel

Everything compounds.

Great delivery isn't the end of the work — it's the start of the next turn. Do work customers are proud of, and the whole wheel spins faster.

The Flywheel
Everything compounds
Where it all starts

Deliver work our customers can be proud of

The force that powers the entire wheel.

02

Grow LeanScale advocates

03

Amplify brand & thought leadership

04

Attract the right customers

05

Invest profits in exceptional talent & capabilities

↻ …and back to better work. It compounds.
The Standard · One Lifecycle

Blueprint → Build → Enable → Maintain.

Pride-worthy work isn't luck — it's a repeatable lifecycle. Every playbook in the library runs the same four phases, so any pod can deliver to one standard.

1
Blueprint
Research the systems and the company; map their world to the LeanScale standard, and get sign-off.
2
Build
Config, automations, and dashboards — scaffolded to standard and shipped with a safe cutover.
3
Enable
Documentation, a narrated five-minute brief with slides, and hyper-care office hours — so the team actually adopts it.
4
Maintain
Watch for drift and ad-hoc triggers; revisit on events and on a clock so the work stays proud.

See it in action

Every live playbook opens with the same thing: a five-minute narrated brief that runs as a presentation — slides, captions and chapters cued to the narration, at whatever speed you like. The GTM Lifecycle playbook is the first full build of this method, end to end — open it →

The Library

All the playbooks.

Ten are live. The other three are on the roadmap — placeholders for now while we build them out. Start with Onboarding: it's the one every engagement runs first.

Start here · Every engagement begins with this one
Onboarding
The first thirty days — diagnostic review to director sign-off. The sales handoff, the research standard, the fourteen-item punch list that has to be live before kickoff, a kickoff that's project-rich instead of formality-rich, and the thirty-day bar the whole pod is measured against.
24 hrs Signature → welcome email 14 Live before kickoff 3 Things we ask of them 2 Projects by day 30
Live Open the playbook →
Filter
01 GTM Structure
GTM Lifecycle
Turn a messy go-to-market into one instrumented system — stages, fields, automations, dashboards. Blueprint → Build → Enable → Maintain.
Live Open the playbook →
02 GTM Structure
Growth Model
The two-to-three year operating plan the whole GTM org builds toward — segmented ARR targets, top-down demand reconciled against the sales, SDR, marketing and CS capacity you are actually staffing.
Live Open the playbook →
03 GTM Structure
Market Map
Define the addressable market, segments, and target-account universe — who to sell to, in what tiers, and why.
Live Open the playbook →
04 GTM Structure
Sales Territory Design
Carve territories and books of business balanced for coverage, capacity, and fairness — and wire them into routing and reporting.
Live Open the playbook →
05 GTM Structure
Lead Routing
Get every lead to the right rep instantly — assignment rules, round-robin, SLAs, and the fallbacks that keep nothing stuck.
Live Open the playbook →
06 Revenue Systems
Quote to Cash
The full order path — quote → contract → billing → recognized revenue — across every system, with metering and usage forks handled.
Live Open the playbook →
07 Revenue Systems
CPQ
Configure, price, quote — product catalog, pricing logic, discounting guardrails, and the approval flows that keep deals clean.
Live Open the playbook →
08 Revenue Systems
Attribution
Two questions, not one — what did they do (lead source) and where did they come from (channel). Standard taxonomy with AI/AEO, the tracking code, and multi-touch you can trust.
Live Open the playbook →
09 Automation
Automated Inbound Enrichment
Resolve every qualifying inbound record the moment it lands — gated waterfalls that fill the fields, then the account layer that attaches it before routing sees it.
Live Open the playbook →
10 Automation
Automated Outbound Sequencing
Build and instrument the outbound engine — signal-triggered sequences, enrollment logic, and clean handoffs to the reps.
Live Open the playbook →
11 Migration
CRM Migration — HubSpot → Salesforce
Move from HubSpot to Salesforce cleanly — object model, data, automations, and a staged cutover that doesn't stop the business.
Live Open the playbook →
12 Migration
CRM Migration — Salesforce → HubSpot
Move from Salesforce to HubSpot cleanly — object model, data, automations, and a staged cutover that doesn't stop the business.
Live Open the playbook →

Roadmap

New playbooks slot in as they ship. The Revenue Systems set is complete — Quote-to-Cash, CPQ and Attribution are all live — and GTM Structure is now complete too, with Growth Model joining Lifecycle, Market Map, Sales Territory Design and Lead Routing. Next up: the Automation and Migration sets.

The Fleet

Meet your agents.

16 agents, trained on the LeanScale Method, embedded in your systems from day one — 8 on RevOps, 8 on MktGops. Grab any one as a plugin.

Team
VRevOps
Vector
Reporting-to-plan
Active
CRevOps
CleanScale
CRM deduplication
Active
DRevOps
DeScale
CRM error repair
Active
IRevOps
Inspector
Forecasting
Active
CXRevOps
CX
Customer health
Active
DRevOps
Desky
Deal desk
Active
LRevOps
LeanStack
CRM migrations
Active
HRevOps
Handy
Lifecycle handoffs
Active
VMktGops
Val
Account valuation
Active
VMktGops
Vector MAP
Pipeline plan reporting
Active
CMktGops
CleanScale MAP
MAP hygiene
Active
SMktGops
ScoreScale
Lead scoring
Active
RMktGops
RouterScale
Lead routing
Active
AMktGops
AccountScale
Intent + ad signals
Active
EMktGops
EventScale
Event operations
Active
PMktGops
PartnerScale
Partner operations
Active

Heads up

Plugin downloads are placeholders for now — the real, LeanScale-Method-trained agent plugins are on the way.