LeanScale Lifecycle Pro

End-to-end CRM lifecycle audit for B2B GTM teams. Built on the same playbooks LeanScale uses across 100+ engagements.

Three skills, one cohesive lens on the customer journey:

• lead-lifecycle-audit — classify leads against LeanScale's 5-stage Lead Lifecycle methodology (Lead · MEL · MQL · SAL · SQL). Find misclassified leads, stuck MQLs, orphaned ownership, missing ICP fit signals.
• sales-lifecycle-audit — audit opportunities against LeanScale's 6-stage Sales Lifecycle (SAL · SQL · SAO · Evaluation · Proposal/Negotiation · Closed Won). Score qualification coverage with MEDDPIC, BANT, or CHAMP. Find stuck deals, phantom pipeline, missing Champions, close-date pile-ups.
• customer-lifecycle-audit — audit your post-sale book against LeanScale's 5-stage Customer Lifecycle (Pre-Onboarding · Onboarding · Implementation · Early Adoption · Mature Adoption). Flag stuck implementations, TTV misses, adoption regression, expansion-ready accounts.

What you get

Each skill takes a CRM export (CSV / JSON from Salesforce, HubSpot, Gainsight, ChurnZero, or any tabular customer data) and produces a structured scorecard with stage distribution, conversion rates, hygiene flags with specific record IDs, and a forecast-credibility / health score.

Real example output (LeanScale's own pipeline, 17 open opps):

• 100% of opps missing NextStep field → forecast call cannot be run
• 64% of pipeline closing on the same day → close-date pile-up sandbag
• 53% of opps stuck past stage-typical duration ($117K of $176K)
• Forecast credibility score: 33/100

Why this is different

• Real methodology, not generic. Built on LeanScale's published 5/6/5-stage frameworks (leanscale.team) — not a made-up taxonomy.
• No autonomous changes. All three skills audit and report. They never write back to your CRM. Human-in-the-loop by design.
• Reliability gate. Every skill targets ≥90% task completion with explicit no-fabrication rules — we are explicitly not 11x.ai.
• Built by an agentic agency. LeanScale runs this stack internally to deliver embedded GTM ops to 25+ B2B SaaS customers. Same agents you install are the ones running our delivery org.

Install

In Claude Code:

/plugin install leanscale-lifecycle-pro

Or clone manually into your project's .claude/plugins/ directory.

Usage

Lead Lifecycle Audit

> Run a lead lifecycle audit on /path/to/hubspot-leads.csv

The skill will:

1. Read the file and detect the lifecycle field
2. Map the customer's stage values to LeanScale's 5-stage framework
3. Classify every lead and flag misclassifications
4. Output a hygiene scorecard with conversion rates and stage distribution

Sales Lifecycle Audit

> Run a sales lifecycle audit on /path/to/sf-opps.csv using MEDDPIC

The skill will:

1. Map Salesforce StageName → LeanScale's 6-stage framework
2. Check entry criteria for each stage
3. Compute methodology coverage if the customer has MEDDPIC fields
4. Flag stuck deals, phantom pipeline, missing Champions, close-date pile-ups
5. Output a forecast credibility score (0-100)

Customer Lifecycle Audit

> Run a customer lifecycle audit on /path/to/customers.csv with TTV target 60 days

The skill will:

1. Map post-sale stage data (or infer from signals) to LeanScale's 5-stage framework
2. Compute time-to-value per account
3. Flag stuck onboardings, adoption regression, churn risk, expansion candidates
4. Output a churn-risk concentration figure

Configuration

Set defaults in your project's .claude/config.json:

{
  "leanscale-lifecycle-pro": {
    "qualificationMethodology": "MEDDPIC",
    "ttvTargetDays": 60,
    "stageDurationDefaults": {
      "SAL": 7,
      "SQL": 14,
      "SAO": 30,
      "Evaluation": 45,
      "Proposal": 30
    }
  }
}

What the skills do NOT do

• ❌ Write back to your CRM
• ❌ Score opportunities autonomously
• ❌ Forecast revenue (separate skill: leanscale/forecast-engine, future build)
• ❌ Replace your CSM / RevOps team
• ❌ Deduplicate records (separate skill: leanscale/crm-dedup, future build)

Pricing

This plugin is free through the Claude marketplace. The skills produce reports and recommend embedded engagements where structural gaps exceed what hygiene can fix.

If your audit reveals structural gaps (e.g., methodology not installed, lifecycle definitions missing, CS handoff broken), the recommendation will surface a LeanScale Sprint — a $50K, 6-week paid pilot that installs the methodology end-to-end and graduates customers into ongoing embedded delivery.

Source playbooks

The methodology in each skill is documented in skills/<skill>/reference/<playbook>.md — the canonical LeanScale playbook content. All three playbooks are publicly available at leanscale.team/revops-docs/gtm-lifecycle.

Roadmap

Next plugins in the LeanScale family:

• leanscale/forecast-pro — forecast accuracy, deal-by-deal forecast vs actual, sandbag detection
• leanscale/outbound-pro — outbound sequence builder + ICP scoring + reply analysis
• leanscale/qbr-pro — automated QBR deck generation from CRM + product usage data

Support

• Issues: github.com/LeanScaleTeam/lifecycle-pro/issues
• Email: joe@leanscale.team
• Founder demos: leanscale.team/diagnostic

License

MIT — see LICENSE

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Built by LeanScale — the agentic GTM agency.