Structure. Automate. Scale.

CRM systems built for growth, without the chaos.

We structure, implement and optimize Attio, automate repetitive work with no-code / low-code tools, and clean up disorganized data so your revenue operations are streamlined and built to scale.

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Our services

Attio Implementation

Modern CRM set up right the first time.

Automation & Integrations

Reduce manual work with custom workflows and create a single source of truth with seamless integrations.

Data Cleansing & Enrichment

Structured and reliable data ready for migration, automation and AI agents.

Who do we work with?

You’re working leads and deals, but your system is disorganized and slowing you down

You’ve outgrown spreadsheets or a legacy CRM, and you’re ready for something more modern and flexible

You want something structured, automated, and easy for your team to use

You need someone who specializes in Attio, not a generalist

Our Approach

Strategic first, technically sharp, always custom.

Our work starts with really understanding your business and where you want to go, not just what tools you use. We begin every project with a collaborative workshop to map your business model, current processes, and the pain points holding you back.

From there, we design your CRM and workflows to reflect how your business actually runs but we don’t just mirror what’s already in place. We act as strategic partners, offering clear recommendations to simplify, improve, and scale your process.

We believe

Every element is intentionally built to match how your team operates. You’ll walk away with a system that’s clean, structured, and designed to grow with you.

Strategy should shape
the build

Great CRMs are never
one-size-fits-all

Structured data powers better decisions, automation, and AI

Your team has to want
to use it

Testimonials

“Kayla is a total pro. She can dive right into a green field CRM project and deliver a ton of tangible value quickly.”

No prolonged buildouts or roadmapping sessions. She knows the right questions to ask to take action. Can't recommend enough.

-
Aron Schuhmann

“Kayla is an absolute PRO when it comes to CRM's, Attio but most importantly best practices for managing and deploying a CRM.”

She's an out of the box thinker who doesnt take no for an answer and does her best to manage under a unique circumstance (like my company). Ive been impressed with her ability to harness the latest tools ( HELLO AI) to help us solve tough and complex problems. I would not hesitate to recommend Kayla for anyone looking for an Attio (or general CRM) rockstar. Thank you Kayla!

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Andrew Abony

“Kayla has been wonderful to work with.”

She takes her time to try to truly understand your business and workflow to come up with custom solutions. She has been invaluable in customizing my Attio CRM and I highly recommend her.

-
Giancarlo Carriero

“We brought on  Kayla to help map out our workflows and get our CRM structured correctly and they absolutely crushed it.”

Super easy to work with, incredibly responsive, and the quality of work was phenomenal. They made what felt like a complex setup refreshingly straightforward. Highly recommend if you're trying to get more out of Attio or streamline your internal processes.

-
Nick Abraham

“Kayla was extremely knowledgeable about both the basics & the more advanced processes in Attio, and was patient with all the questions I had as a newbie to the platform.”

She walked me through all my specific questions, as well as shared best practices that she's assessed from working with her other clients. Overall our working session was extremely valuable and I'll definitely be booking her on a project basis in the future! Thank you Kayla!

-
Bridget Regan

“Kayla was awesome to work with! She was extremely knowledgeable, responsive, and helpful throughout the project.”

Among all the freelancers I considered, she stood out as one of the few true experts in Attio, and her guidance made a real difference. I’d absolutely recommend her to anyone looking for a smart, dependable collaborator — and I look forward to working with her again!”

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Chris Upchurch

“Kayla has been helping us a lot with setting up and automating our stack.”

I would recommend to anyone looking for an expert. Very professional, provides clear SoW, communications and timelines.

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Alexandre C

“Kayla was great to work with.”

She set up Attio in a way that makes sense for our business, which is a bit unique in the sense that we're in a very traditional industry and took a lot of the manual work off our plate with smart automations and workflows. Everything feels way more organized now, and staying on top of leads is so much easier. She also connected our phone system so calls and summaries show up automatically, which has been a huge lift. The whole process and results were excellent!

-
Austin Johnson

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Your questions, answered.

What kinds of businesses do you work with?

What tools do you specialize in?

How do projects typically work?

What makes your approach different?

How do we get started?

What is the Strategy & Process Mapping Workshop?