Updata CEO Summit · Arlington

Everything from the session.

The deck, the definitions worksheet, eleven agents you can point at your own CRM, and our knowledge base as an MCP endpoint. Exclusive to Updata portfolio companies.

Use your work email — personal domains aren't on the list.

We use this to know which portfolio companies took something away. No sequence, no sales call — if it produces something useful, tell us what it found.

Updata CEO Summit · LeanScale

Your AI strategy is a data model problem.

Everything from the session, in one place.

01
Start here · needs no budget

The definitions worksheet

Thirty definitions in seven groups, arranged by department so you can walk it around the building. Each group names the one fight that decides the rest of it, and a defensible default you can adopt today and revisit later.

OwnerOne person's name. "RevOps" is not an owner.
Source of truthSystem, object, field. Not "Salesforce" — Opportunity.ACV__c.
Agreed definitionPlain English, in your words, in two sentences.
Download the worksheet
02
The session

The presentation

The full deck as presented. The revenue model behind every dollar figure is one line — plan × (new win rate ÷ old) × (old cycle ÷ new) — and both terms are pure multipliers, which is why deal size and headcount drop out of it entirely.

Open the deck
03
Run it yourself

Eleven GTM agents

Claude Code plugins that run against your own Salesforce or HubSpot. Read-only by default — nothing writes without your approval. Start with semantic-layer: it reads your org and reports what stands between you and definitions you can defend.

semantic-layercrm-hygienepipeline-inspectionforecast-agentstage-architectlead-sourcesystem-mapexecutive-reportingsales-coachcustomer-healthmeeting-to-crm
/plugin marketplace add LeanScaleTeam/leanscale-gtm-agents /plugin install semantic-layer@leanscale-gtm /semantic-layer:setup → /semantic-layer:run
Docs & downloads
04
Ask it anything

Our knowledge base, as an MCP endpoint

Thirteen delivery playbooks, seven field studies built on our own customer data, ninety-five podcast episodes with revenue leaders, and thirty-two anonymised case studies. Ask a GTM question in your own words; it answers with a citation.

https://mcp.leanscale.team/mcp
Connect the MCP
Or bring us in

We'll run the diagnostic with you

If the worksheet turns into an argument — the normal outcome, and the point — we will run the four-person test and the question inventory with you. No engagement, no charge. It is the fastest way to find out whether any of this applies to you.

Book the diagnostic
The twenty-minute version

If you do nothing else. Ask your CRO, CMO, CFO and Head of Sales — separately, no conferring — to write down qualified opportunities created last quarter. We have never seen that return four matching numbers.