In testingProduct design case study · Lyearn

Defining enterprise productivity, so every person knows what good looks like.

We built our own engine, MGSA, to define what productivity looks like in every role. It reads work from the tools a team already uses and turns it into a live report card for employees and managers: where each person stands, what’s holding them back, and what to do next.

Productivity › Configure MGSAPublish

MGSA

Attach productivity models to define what gets measured for each role in your org.

Enterprise SaaS Sales

Drives revenue by acquiring, growing and retaining customers.

Fits across SDR, AE, BDR and more
Enable
Engineering

Ships reliable software at a steady rhythm.

Fits across Full Stack, Dev Ops and more
Coming soon
Support

Resolves customer issues quickly and well.

Fits across Customer Support and more
Coming soon
Design

Turns user insight into product experiences.

Fits across UI/UX, Product and more
Coming soon
AboutJob profileRole mapping
Enterprise SaaS SalesMeasures pipeline creation, deal progression, renewals and partner motions
AboutMGSAPersonasIntegrations
About

A structured model for how revenue teams work across the full lifecycle, from creating pipeline to closing, renewing and expanding. It standardises roles like SDRs, AEs and Account Managers, tracks their activities and outcomes, and turns them into measurable Mindsets, Goals, Skills and Activities.

MGSA
Mindset

How people think and behave at work: ownership, follow-through, resilience.

Goal

Outcomes they aim for, like quota, pipeline and expansion.

Skill

Capabilities that make the work effective, each with a level.

Activity

What they do every day, captured from the tools they use.

Personas
P
ProspectorBuilds qualified pipeline
12 mindsets · 12 goals · 12 skills · 12 activitiesView role
C
CloserCloses revenue deals
12 mindsets · 12 goals · 12 skills · 12 activitiesView role
F
FarmerGrows and retains accounts
12 mindsets · 12 goals · 12 skills · 12 activitiesView role
S
Sales LeaderLeads team performance
12 mindsets · 12 goals · 12 skills · 12 activitiesView role
S
Solution ConsultantValidates solutions
12 mindsets · 12 goals · 12 skills · 12 activitiesView role
P
Partner SellerDrives partner pipeline
12 mindsets · 12 goals · 12 skills · 12 activitiesView role
Integrations
H
HubSpotPipeline and CRM data
S
SalesforceDeals and revenue
G
GmailEmails and threads
O
OutlookEmail interactions
S
SlackTeam conversations
M
Google MeetMeetings and calls
P
ProspectorFits SDR, BDR, Senior SDR
Level 1Level 2Level 3
MindsetGoalSkillActivity
Email volumeEmails handled, sent and replied30%
Meeting volumeDiscovery and follow-up meetings20%
Outcome productionQualified meetings created30%
Pipeline generationNew opportunities and leads20%
6 personas · 3 levels eachSelect job profiles
AboutJob profileRole mapping

Job profiles

Add the job profiles you want to attach Enterprise SaaS Sales roles to.

0 job profiles selected
▸Sales3 job families
Sales Development
Sales Development Rep
Senior SDR
Account Executive
Jr. Account Executive
Account Executive
Senior Account Executive
Account Management
Account Manager
▸Product4 job families
▸Marketing3 job families
▸Customer Success2 job families
Selecting all job profiles in Sales
Map roles
AboutJob profileRole mapping

Role mapping

Match each job profile with the persona that fits it. Everyone in the profile inherits it.

SDR0
Sales Development Rep6 employees
→+ Attach role
SDR1
Senior SDR3 employees
→+ Attach role
AE0
Jr. Account Executive5 employees
→+ Attach role
AE1
Account Executive8 employees
→+ Attach role
AE2
Senior Account Executive4 employees
→+ Attach role
AM1
Account Manager5 employees
→+ Attach role
ProspectorL1–L3
CloserL1–L3
FarmerL1–L3
Sales LeaderL1–L3
6 job profiles · 31 employees · 0 of 6 mappedPublish
Publish Enterprise SaaS Sales?

Review what will go live across the org.

✓ All selected roles are mapped
Job profiles6
Users31
CancelPublish
✓Enterprise SaaS Sales is live for 6 job profiles & 31 users
BackEdit Profile
Maya Ortiz Sales development representativeManager : Dev MehraPrestige Tech ParkContact Info
Productivity modelProspector · Level 1
MGSATeamContent1:1AchievementsLeaderboardsCertificatesDocumentsCareerInfo
Overview Mindsets4 Goals3 Skills4 Activities4
0 
Productivity scoreStrong activity; follow-through needs work
HubSpotGmailSlack
MindsetFollow-through below role median0
Goals2 of 3 OKRs on track0
SkillsGap in discovery depth0
ActivitiesOutreach above target0
Team scoreSales Development0
Progress over timeLast 6 months
MayJunJulAugSepOct
You vs others in your role

Maya is just above the median for Sales Development Reps.

MO
Needs workStrong
Performance pulse ✦ AI summary
Your actionsTop priorities, ranked by where you can improve mostLive
All4Critical2Warning1On track1
NovaHealth deal has no confirmed championGHHubSpot, GmailMindset · Follow-through$350K · Align
Create task
What we noticed

Two NovaHealth threads have had no reply for 9 days and no next meeting is booked. Deals at this stage without a champion tend to stall.

Signals
  • G2 threads unanswered
  • HChampion field empty
  • CNo meeting booked
✦ Recommendation

Book a follow-up with the economic buyer this week and confirm who will champion the deal internally.

Suggested actions
Reply to the two open NovaHealth threadsAdd task
Schedule an alignment call with their ops leadAdd task
Update the deal’s champion in HubSpotAdd task
ImprovesMindset · Follow-throughSkill · Deal qualification
Decision committee missing on NovaHealthHHubSpotSkill · Deal qualification$350K
Create task
Brightline budget not validated after two callsCHCalendar, HubSpotSkill · Qualification$200K · Learn
Set up 1:1
Outbound replies are up on last weekGGmailActivity · Email volume
View
68GOOD
Mindset score4 mindsets from Prospector L1
Progress over timeLast 6 months
MayJunJulAugSepOct
You vs others in your role

Ownership is a strength; follow-through pulls the score down.

MO
Needs workStrong
Your mindsetsEach score explains where it came from
All4Critical1Warning1On track2
Follow-through disciplineReplying, creating tasks and confirming next steps2/5▸
WHY THIS SCORE

Maya books meetings quickly, but 3 deals have no reply or next step in the last week, and two tasks from late September are still open.

BASED ON
NovaHealth · $350KBrightline · $200KKestrel Labs · $120K
ACTION TO IMPROVE
Close the loop on NovaHealth before Friday

Reply to both open threads and book the next meeting from the email.

Critical$350K at risk
Create task
Ownership & accountabilityOwns outcomes end to end4/5▸
Customer focusCurious, outcome-led conversations4/5▸
ResilienceKeeps momentum through rejection3/5▸
74GOOD
Goals score2 of 3 objectives on track
Progress over timeLast 6 months
MayJunJulAugSepOct
Status breakdown
  • At risk1 OKR
  • Behind1 OKR
  • On track2 OKRs
  • Completed1 OKR
You vs others in your role

Maya is pacing ahead of most SDRs on pipeline goals.

MO
Needs workStrong
Your OKRsObjectives and key results linked to company goals
All5Critical1Warning1On track3
Build $1.2M qualified pipeline in Q42 KRsQ4 2026 · Department objective55%15 DecDMCheck in
Book 40 discovery meetingsKey result65%15 DecMOCheck in
Convert 25% of meetings to opportunitiesKey result40%15 DecMOCheck in
Grow outbound reply rate1 KRQ4 2026 · Team objective80%30 NovMOCheck in
Reach a 12% reply rate on sequencesKey result80%30 NovMOCheck in
Complete Negotiation FoundationsQ4 2026 · Personal objective30%20 NovMOCheck in
61FAIR
Skill score5 skills from Prospector L1
Progress over timeLast 6 months
MayJunJulAugSepOct
You vs others in your role

Strong prospecting; discovery and negotiation lag the role median.

MO
Needs workStrong
Skill chart
Top skills
  • ProspectingExpert4.4
  • Product knowledgeAdvanced4.1
  • Written communicationAdvanced3.9
Biggest gaps
  • DiscoveryTarget: Advanced2.1
  • NegotiationTarget: Intermediate2.4
  • QualificationTarget: Advanced2.6
Your skillsRanked by where you can improve most
All4Critical2Warning1On track1
DEAL EXECUTION
Discovery & needs analysisDepth of questions and listening on first calls2/5▸
WHY THIS SCORE

Discovery calls end about 12 minutes earlier than the team median, and follow-up notes rarely capture the customer’s goals.

BASED ON
Brightline call · TueNovaHealth call · Oct 2
ACTION TO IMPROVE
Take “Discovery that sticks” (25 min)

A short course from the Sales library, then practise with an AI roleplay before the next first call.

Biggest gapTarget: Advanced
Assign course
QualificationBudget, authority, need and timing captured3/5▸
NegotiationHandling pricing and multi-year terms2/5▸
Pipeline managementHealthy deal count, value and hygiene4/5▸
82STRONG
Activity score4 activities from Prospector L1
Progress over timeLast 6 months
MayJunJulAugSepOct
Top score drivers
Emails sent✦ Automatic · Gmail412 of 400+3%
Meetings booked✦ Automatic · Calendar14 of 16−12%
Courses completed✦ Automatic · Lyearn2 of 3−33%
You vs others in your role

Maya is among the most active SDRs this month.

MO
Needs workStrong
Your activitiesMeasured automatically from connected tools
All4Critical1Warning1On track2
Follow-up speedTime to reply after a customer email2/5▸
WHY THIS SCORE

Median reply time this month is 26 hours against an 8-hour target. Replies slow down most on deals in the Align stage.

BASED ON
Gmail · 38 threadsHubSpot · 6 deals
ACTION TO IMPROVE
Turn on reply reminders for open deals

Get a nudge in Slack when a customer email waits more than 6 hours.

Warning6 deals affected
Turn on
Email volumeOutbound emails sent and replied4/5▸
Meeting volumeDiscovery and follow-up meetings held3/5▸
Pipeline generationNew opportunities and leads created4/5▸
Tracked metricsRaw signals behind the activity score
Accounts touchedAccounts with any activity18 accounts
Emails sentOutbound and replies412 emails
Meetings heldExternal meetings11 meetings
Deals advancedMoved at least one stage4 deals
RELATIONSHIP (11)STAGE (18)PIPELINE (8)ACTIVITY (24)
Gathering Maya’s recent activity Connecting to HubSpot
✓Task added to Maya’s list
Step 1 of 6

Enable a productivity model

Interactive recreation built from the design files. Names, companies, counts and insights are illustrative.

The brief · what this project solved

Teams tracked activity but never defined what good looks like. I designed the module that applies productivity models to people and turns their work into a live score.

  1. 01The problem

    Scattered work. No idea what’s next.

    Deals sat in HubSpot, threads in Gmail, updates in Slack. Each tool was a silo, and nobody could really tell what to do next.

  2. 02What I designed

    One module applies models to people.

    I designed the flow that applies ready-made productivity models to job profiles and people, and the profile that updates from their tools and activity.

  3. 03What changes

    Every action becomes a next step.

    The MGSA engine reads what people do in integrated tools and on Lyearn, then suggests next actions that lift their score and their work.

RoleSole designerDiscovery to testing
OwnershipProduct flow + UI/UXAdmin setup, profile, insights
TeamProduct · AI · EngineeringDaily design and build loop
PlatformLyearn MGSAProductivity module · in testing

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Read next · In progress

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