LeanScale - Self Diagnostic Form

LeanScale Self Diagnostic
Welcome to the LeanScale family!

If you’re on this page, it means you’re officially part of LeanScale.

You’re here because of the skills and strengths you already bring. This form is not a test – there are no right or wrong answers, only honest ones.

The goal is to get a clear picture of your experience with tools, projects, soft skills, and your career goals - so we can better support your growth.

This form is also a self-diagnostic - a chance for you to reflect on where you are today. By answering openly and accurately, you’ll create a baseline you can look back on in the months ahead to see how much you’ve grown.

Your answers will never be judged or used against you; instead, they’ll help us build on your strengths and identify areas where you’d like to grow.

The more open and accurate you are, the more we can set you up for success.
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Note: You can use the tabs at the top of this form to navigate sections.

Your Name*

First NameLast Name
Your LeanScale Email*
example@LeanScale.team

Projects Experience - Reflection
This section is about your experience with the major types of projects we implement for our customers. Again, there are no right or wrong answers here; the goal is simply to understand what you’re already comfortable with and where you may want to build more confidence.

Use the answer guide above to help select the option that best matches your experience.
You can also add any comments or questions for each project type.
Projects Answer Guide:

A lot of Experience

Led or owned this type of project end-to-end (planning, execution, delivery). Comfortable driving outcomes independently.

Some experience

Contributed to this type of project (supported parts of the work, assisted in execution, or handled smaller pieces). Not end-to-end ownership, but familiar with the process.

Heard of it, never used

Know the concept and purpose of this type of project, but haven’t been directly involved in running one.

Never heard of it, excited to learn

Not familiar with this type of project yet, but looking forward to gaining exposure and learning more.
Growth Model

A GTM plan that connects top-down ARR targets with pipeline, capacity, and channel metrics
to guide hiring and investments
Your Level of Experience with Growth Modeling?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Growth Model - Commentary
any thoughts, comments, questions about this project?
Lead staging and qualification

Building stages and criteria to determine when a lead is marketing-qualified and sales-ready
Your Level of Experience with Lead staging and qualification?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Lead staging and qualification - Commentary
any thoughts, comments, questions about this project?
Sales staging and qualification

Designing sales pipeline stages and rules to measure opportunity progress and forecast accuracy
Your Level of Experience with Sales staging and qualification?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Sales staging and qualification - Commentary
any thoughts, comments, questions about this project?
Customer staging and qualification

Mapping customer lifecycle stages (onboarding, adoption, renewal, expansion) to
drive engagement and retention
Your Level of Experience with Customer staging and qualification?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Customer staging and qualification - Commentary
any thoughts, comments, questions about this project?
Lead source attribution

Tracking where leads come from and assigning credit across channels and campaigns
Your Level of Experience with Lead source attribution?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Lead source attribution - Commentary
any thoughts, comments, questions about this project?
Forecasting

Creating systems to predict revenue based on pipeline, conversion rates, and historical trends
Your Level of Experience with Forecasting?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Forecasting - Commentary
any thoughts, comments, questions about this project?
Customer Health

Defining metrics and signals that indicate account strength, risk, or expansion potential
Your Level of Experience with Customer Health?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Customer Health - Commentary
any thoughts, comments, questions about this project?
ICP / TAM

Identifying the ideal customer profile and sizing the total addressable market to guide targeting
Your Level of Experience with ICP / TAM?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
ICP / TAM - Commentary
any thoughts, comments, questions about this project?
Sales Territory Design

Structuring territories or account assignments to balance rep coverage and maximize opportunity
Your Level of Experience with Sales territory design?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Sales territory design - Commentary
any thoughts, comments, questions about this project?
Lead Scoring

Applying rules or models to rank leads by fit and buying intent
Your Level of Experience with Lead scoring?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Lead Scoring - Commentary
any thoughts, comments, questions about this project?
First Time to Value

Measuring and reducing the time it takes for new customers to see initial success
Your Level of Experience with First Time to Value?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
First Time to Value - Commentary
any thoughts, comments, questions about this project?
Sales Reporting

Building dashboards and reports to track rep performance, pipeline, and revenue outcomes
Your Level of Experience with Sales Reporting?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Sales Reporting - Commentary
any thoughts, comments, questions about this project?
Marketing Reporting

Reporting on campaign performance, channel ROI, and funnel conversion metrics
Your Level of Experience with Marketing Reporting?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Marketing Reporting - Commentary
any thoughts, comments, questions about this project?
Customer Reporting

Providing insights into customer adoption, satisfaction, retention, and expansion
Your Level of Experience with Customer Reporting?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Customer Reporting - Commentary
any thoughts, comments, questions about this project?
Executive Reporting

High-level reports and dashboards summarizing performance across GTM for leadership
Your Level of Experience with Executive Reporting?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Executive Reporting - Commentary
any thoughts, comments, questions about this project?
Pricing and Packaging

Structuring product offers, tiers, and pricing to optimize revenue and align with market
Your Level of Experience with Pricing and Packaging?*
(Refer to Answer Guide at top of this Form for Detailed Definitions of each Option)
Pricing and Packaging - Commentary
any thoughts, comments, questions about this project?
Any other GTM Projects you’ve worked on before that were not mentioned above?*
if none, type "no others"
Do you have any questions regarding projects (in general)?*
if none, type "none"

Soft Skills Experience - Reflection
This section is about your soft skills. We’d like you to reflect on how you approach collaboration, communication, and problem-solving. Ranking these skills helps us understand what you value most and where you’d like to grow.

Remember: There are no right or wrong answers - the goal is to give you a chance to step back, reflect, and set a baseline you can build on in your role at LeanScale.
Rank the skills in order of your confidence (1 = highest). No right or wrong answers.
What soft skill (or skills) would you like to improve most while working at LeanScale?*
Do you have any questions regarding soft skills (in general)?*

Your Goals
This section is about you. We’d love to understand what motivates you and where you’d like to grow, both personally and professionally. Sharing your goals helps us support you better in your role at LeanScale.
What skills or areas would you like to develop as part of your overall career journey?
In 2-3 year, if you were to look back, how would you complete this sentence: ‘Because of my time at LeanScale, I have become…’
What kind of projects or challenges energize you the most?
What resources, guidance, or support would help you grow and perform at your best in this role?
Is there a personal or professional goal(s) outside of LeanScale you’d like to share that helps us understand what motivates and inspires you?
Should be Empty:

LeanScale Self Diagnostic

Projects Experience - Reflection

Growth Model

Lead staging and qualification

Sales staging and qualification

Customer staging and qualification

Lead source attribution

Forecasting

Customer Health

ICP / TAM

Sales Territory Design

Lead Scoring

First Time to Value

Sales Reporting

Marketing Reporting

Customer Reporting

Executive Reporting

Pricing and Packaging

Tools Experience - Reflection

Salesforce Sales Cloud

Hubspot CRM

Marketing Automation Platform

Clay

Other Enrichment Platforms

Customer Success Platforms

Customer Support Platforms

Partner Relationship Management (PRM) Platforms

Sales Engagement Platforms

Revenue Intelligence Platforms

Lead Routing

CPQ (Configure, Price, Quote)

Data Analytics Platforms

GTM/Sales Enablement Platforms

Quota/Commission Management Platforms

Contract Lifecycle Management (CLM) Platforms

De-Duplication Platforms

Project Management Platforms

AI Experience - Reflection

Soft Skills Experience - Reflection

Your Goals