Attio is incredibly powerful but only if it’s set up right.
Attio gives you a blank canvas to build the system your team actually needs, but without the right structure, that flexibility can quickly turn into confusion.
We help go-to-market teams build clean, scalable Attio systems that are designed around how you actually work. Whether you’re switching from spreadsheets or migrating from another CRM, we’ll help you structure everything from your data model to your workflows.
What’s Included
Strategy & Process Mapping Workshop
A 90-minute workshop for clients seeking end-to-end implementation services or guidance with their structure in Attio. We’ll deep dive into your business, map out your process in real time using a flowchart, design a clear Attio structure and step-by-step workflows (including external automations and integrations) tailored to your business model. This workshop replaces the need for a separate discovery phase at the beginning of a project, meaning we can hit the ground running. The workshop fee will also be credited toward your full project cost.
Custom CRM Architecture + Workflows
Many of our projects include at least one custom automation or external integration to reduce manual work and keep tools in sync. We build streamlined workflows that save your team time and ensure nothing falls through the cracks.
Automations & Integrations
Many of our projects include at least one custom automation or external integration to reduce manual work and keep tools in sync. We build streamlined workflows that save your team time and ensure nothing falls through the cracks.
Import & Data Setup
Whether you're migrating from another CRM or you have all of your data sitting in spreadsheets, we’ll handle the import and data structuring to ensure your records are properly mapped and organized. (Extensive data cleanup or enrichment is available as a separate service.)
Training & Documentation
We’ll train you and/or your team to get comfortable using Attio and any integrations. Training will be customized to your setup and workflows, covering key features, data management, and day-to-day use to ensure a smooth adoption.
