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Joe walked through the two sides of LeanScale's services — one-time projects and embedded engagements — plus the pod model, the capital clock, and the diagnostic. What's one thing about how our services work that clicked for you?

LeanScale Products

The work LeanScale does falls into two main buckets: Projects and Managed Services. Together, they form what we call the embedded engagement — the core offering that everything else is built on top of.


Projects

Projects are scoped, defined pieces of work — things like reporting suites, growth modeling, lifecycle staging, lead attribution, CRM migrations, or setting up quote-to-cash.

These are broken out across marketing, sales, CS, and partnerships. Each one is backed by an in-depth playbook that outlines exactly how to deliver it at LeanScale's standard. These playbooks represent a lot of time and iteration — they're the underlying infrastructure of the work we do.


Managed Services

On the other side, startups have a ton of systems and a ton of things that come up throughout a given day, month, or year. Managed services cover all the ongoing, ad hoc work — CRMs, marketing systems, sales systems, CS systems, partner systems.

Think: adding a new user, building a new report, importing a list, debugging an issue. These aren't big scoped projects — they're the steady stream of operational needs that keep a company's go-to-market running.


The Embedded Engagement

When a customer wants both — as much project support and managed service support as they can get — that's the embedded engagement. They get a fully embedded team.

This is the core of how LeanScale works. An embedded team goes through a diagnostic process, then gets to work across all the projects and managed services that customer needs.

Up until now, the majority of LeanScale's customers have been embedded.


The Team: Architect + Engineer

Every embedded engagement has two key roles:

  • Architect — the main point of contact. Leads strategy, runs the weekly sprint, prioritizes the work, and makes sure the engagement runs smoothly.
  • Engineer — the technical counterpart. Manages all the systems, handles technical requests, and makes the architect's vision a reality.

Together, they run a weekly sprint on Monday, prioritize everything for the week, pull in experts from centers of excellence or partner support as needed, and knock it out.

Things come up on Tuesday, Wednesday — that's expected. Managing those ongoing changes is part of the rhythm.


One-Time Projects

LeanScale has also started offering individual projects that stand on their own — no full embedded engagement required.

The idea: out of all those playbook-backed projects, some provide a ton of value in isolation. Things like market mapping, automated inbound enrichment, or partner-specific packages. These are outcome-based — you're going to get the deliverable, no concept of hours, no matter how long it takes.

This is LeanScale's first step into working like an agentic agency — outcome-based delivery rather than time-based.

It's also a natural entry point. A customer goes through one of these one-time projects, other needs surface along the way, and that's when the conversation shifts to: "I need a fully embedded team."


The Problem We're Solving: The Capital Clock

The underlying problem LeanScale solves is what we call the capital clock. Startups need a certain level of go-to-market infrastructure to grow quickly and efficiently — but building an in-house team with all the right skills takes too long and costs too much.

In an ideal org, you'd have:

  • A VP of Go-to-Market Ops (not just Rev Ops — it's broader than that)
  • A Rev Ops Director
  • A Pipeline Ops Director or Manager
  • A Go-to-Market Engineer working across the entire stack

That's the minimum level of skill diversity needed to pull off all the infrastructure required to grow at pace. LeanScale provides that without the customer having to hire, train, and manage each of those roles individually.