9plays led
14plays they also work on
14systems in the stack
2/4practices they lead plays in
The systems in the plays Jake leads, in the order data moves through them. Lime marks the ones that come up most; the number is how many open roles ask for each.
Slack
ChurnZero2From LeanScale's case studies. Play leads are whoever has spent the most delivery time on that kind of work.
7 steps
An AI-generated, unbranded executive brief the buyer's champion can circulate internally
Built and in rollout
CPQ
7 steps
Auditing a Salesforce CPQ Nobody Enjoyed Using, Then Rebuilding the Quote Page Role by Role
A ~300-hour remediation plan with real prerequisites
Contract management
7 steps
Closing the loop between the CRM and the contract lifecycle system: auto-created contracts and standing custom-agreement flagging
The integration taken from idea to deployable spec
Quote to cash
6 steps
Keeping CPQ, contract dates and ARR automation honest in a multi-channel subscription business
Master-agreement coverage handled by configuration
ARR and MRR roll-forward
3 steps
Making usage-based revenue and multi-year bookings reportable on one spine
Three feeds, one reportable spine
CPQ
5 steps
Quoting guardrails for a configurable product catalog: compatibility rules, approvals and enablement
Catalog live with history backfilled
CRM to ERP sync and reconciliation
7 steps
Stitching one customer identity across a product database, a CRM and two billing systems
Organization-level identity lifted from a small minority to roughly half
GTM AI agents
4 steps
Turning an executive's AI sales-agent prototype into four built, documented agents
Four agents built and handed off
Deal desk operations
4 steps
Unblocking a CPQ and deal-desk backlog
Backlog cleared to production
