Tool · No-Code Automation

Make

No-code automation platform (formerly Integromat). Used with Airtable to build the original micro-prototype of an outreach tool that booked eight meetings a week on autopilot — the seed of Outbond.

23Documents
13Playbooks
9Customer stories
Method

What we recommend

How LeanScale runs delivery where Make is involved.

Method Revenue Systems

Attribution

Every Attribution project moves through the same four phases. Know what you produce in each — and know that, like CPQ, this is a project you win or lo…

32 sections · 20 min read
Method Automation

Automated Outbound Sequencing

Most playbooks start at Blueprint. This one starts before that — with three things that have to be true before you are willing to run the project at a…

41 sections · 30 min read
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
Method Revenue Systems

Executive GTM Reporting

Every Executive GTM Reporting project moves through the same four phases. This is a project you win in the Blueprint — by the time you're building cha…

22 sections · 18 min read
Method CRM Tips

Roll Up Summary Field

Native roll-up summary fields only work on master-detail relationships, which excludes most of the counts a RevOps team actually wants. Declarative Lo…

6 sections · 3 min read
Method GTM Expert Interviews

GTM strategy in an AI-saturated era.

A conversation on Go-to-Market strategy when every competitor has the same AI tooling — where differentiation actually comes from, and which sales and…

1 sections · 40 min read
Method GTM Expert Interviews

GTM Strategy in the AI Era with Anthony Enrio

Anthony Enrio, a RevOps leader turned founder, on Go-to-Market strategy in the AI era: how the role of RevOps is changing as AI absorbs execution work…

3 sections · 59 min read
Method GTM Tech Demos

Amplemarket with Mica Oliveira

Mica Oliveira walks through Amplemarket, covering the platform's capabilities across prospecting, enrichment and outbound sequencing, and the use case…

1 sections · 66 min read
Method GTM Tech Demos

Subskribe CPQ and Revenue Platform with Prakash Reina

Prakash Raina, founder and CEO of Subskribe, walks through the platform's approach to CPQ, billing and revenue recognition as one system rather than t…

1 sections · 46 min read
Method Measuring Metrics

Lead Impact Matrix

The lead source impact matrix scores each source on two axes at once — the volume it produces and the quality it converts at — so a source generating …

4 sections · 3 min read
Method Measuring Metrics

Partnership Metrics

Partnership performance is measured on the same axes as direct revenue — bookings, pipeline, SQLs, and funnel conversion — rather than on partner coun…

8 sections · 2 min read
Method Strategic Walkthroughs

Building Board Decks

A board deck that holds up follows a fixed structure: executive summary, financial performance, strategic goals, company operations, risks and opportu…

10 sections · 1 min read
Method Strategic Walkthroughs

Sales Commission Plans

A commission plan is where the growth model meets individual behavior. It should pay for the outcomes the plan depends on, stay simple enough for a re…

1 sections · 3 min read
Proof

What it produced

Real engagements involving Make.

Proof Reporting, Forecasting & Board Metrics

Rebuilding board-ready pipeline reporting when the numbers on the deck were never the same twice

A PE-backed technology company ran leadership and board reporting out of spreadsheets and a bolt-on forecasting tool while nobody trusted the underlyi…

3 sections · 6 min read
Proof Quote-to-Cash & CPQ

Closing the loop between the CRM and the contract lifecycle system: auto-created contracts and standing custom-agreement flagging

A growth-stage software company ran redlining and legal paper in a contract lifecycle system and quoting in a separate CPQ, but the two never fully me…

3 sections · 5 min read
Proof Data Quality & Enrichment

A repeatable list-import pipeline: normalize, domain-match, waterfall the email, then hand it over

Every event produced a spreadsheet in a different shape and marketing was hand-researching names to make lists loadable. We built a duplicated-templat…

3 sections · 5 min read
Proof Outbound & Demand Generation

Consolidating two sales-engagement systems into one: 22 cadences rebuilt one-to-one

A long-established enterprise software company ran conflicting activity data across its CRM and its sales-engagement tool, so reps trusted neither. Le…

3 sections · 2 min read
Proof AI & Automation in GTM

Turning every sales call into proposed CRM updates — with the rep approving in chat, not in the CRM

An early-stage AI company with a handful of full-cycle sellers wanted the CRM to update itself after calls. We built an event-driven pipeline that tak…

3 sections · 7 min read
Proof Quote-to-Cash & CPQ

Moving discount authority out of the quote header: re-architecting bundles and the price waterfall in Salesforce CPQ

A software company had outgrown a Salesforce CPQ where all discount accountability lived at the quote header, price tiers had multiplied, and system-g…

3 sections · 5 min read
Proof Quote-to-Cash & CPQ

Rebuilding quoting from zero in DealHub after a CRM consolidation took the old CPQ away

A sales-technology company lost its CPQ during a CRM consolidation and could not send contracts at all. LeanScale built the replacement in DealHub — c…

3 sections · 7 min read
Proof Data Quality & Enrichment

Draining a daily data-quality dashboard by fixing what was creating the exceptions

A software company's marketing ops team had hand-fixed the same four CRM exception reports for years — blank sources, mis-stamped tiers, missing tier …

3 sections · 6 min read
Proof Lead Routing & Speed-to-Lead

Rebuilding inbound lead and account routing in native CRM flows — then migrating it back

A financial-technology company lost its third-party lead router when the subscription lapsed, with no documentation of how routing worked. LeanScale r…

3 sections · 4 min read
Opinion

Episodes that mention Make

Conversation, not measurement.