Most teams book a consultation when they know something isn’t working. Maybe the team doesn't like their current CRM, the pipeline is hard to understand, follow-ups slip, or reports can’t be trusted. What they often don’t know yet is whether the fix is a new Attio build, a migration, cleaning up the data or connecting their tools. Here’s exactly how my process works, from the first call to launch, so you know what to expect before you book.
What Happens in an Attio CRM Consultation?
Step 1: Free 30-minute intro call
On the call we’ll cover:
- What’s broken or missing in your current setup
- Your team, your sales process and the tools you use today (another CRM, spreadsheets, connected apps)
- Whether this is a new build, a migration, a cleanup or automation work
Step 2: Strategy & Process Mapping Workshop or Audit if you're already using Attio (90 minutes)
Every project starts here. Together we map your objects, attributes, pipelines, workflows and integrations into a concrete implementation plan. Scope gets set in this session, which is how my projects avoid scope creep later.
The workshop is $500, and that fee is credited toward your project if you go ahead.
Step 3: Proposal & deliverable within 24 hours
You’ll get a proposal with fixed scope and a final quote. That quote normally stays within the estimate from our intro call. The exception is when something new comes up in the workshop, like an integration we hadn’t discussed.
You will also receive a detailed flow chart or audit report.
This isn’t an AI audit report. A lot of CRM consultations end with an auto-generated audit: a long PDF of generic findings that could apply to any company, which you then have to interpret yourself. That’s not what this is. You talk to me directly, and I learn how your team actually sells, where deals stall and what your data really looks like. The flow chart / audit report is specific to your business, and the person who maps it is the same person who builds it.
Step 4: Build
I build your workspace, migrate and clean your data, and set up the integrations and automations we agreed on. You’ll have a client portal for tracking progress, decisions and documentation the whole way through. Throughout the project, I typically communicate with my clients via Slack or WhatsApp depending on what works best for them for faster and more seamless communication.
Step 5: Handoff and ongoing support
Your team gets trained on the workspace they’ll actually use, not a generic demo. If you’d like ongoing help after launch, we can set that up too.
How to prepare
- Walk through one recent deal, anonymized, from first enquiry to close.
- Know roughly how many records you have and where they live today.
- List the integrations that matter most and which way data should flow between them.
- Think about the primary outcomes (i.e. pipeline visibility, faster follow-up, reporting you trust)
Useful Outcomes from the First Conversation
Key Takeaway: The goal is a clearer understanding of the problem and the information needed to plan a responsible implementation.
Shared Priorities
Agree on the highest-impact problems.
Scope Questions
Identify migration, integration, and access needs.
Next Actions
Clarify stakeholders and possible first milestones.
Start Your Attio CRM Journey With Revautex
Revautex helps growing teams design Attio CRM systems that fit real sales and revenue operations. An initial conversation can clarify priorities around migration, data modeling, integrations, and automation before a larger implementation begins. We focus on practical next steps and clearly defined project outcomes.
Learn About Our Attio Consulting Services
Need Help with Attio CRM Consultation?
Explore Revautex services or book an Attio and RevOps consultation to discuss your requirements.
Written for Revautex by Kayla Campos. About the author · More articles
Frequently Asked Questions
Is the first call really free?
Yes. The 30-minute intro call is free, with no obligation.
Do I have to do the workshop?
Typically yes. It’s how we agree on scope and price accurately, and the fee is credited to your project.
Do you handle migrations?
Yes, from spreadsheets or any CRM including from Salesforce, HubSpot, Pipedrive, and more.
What if Attio isn’t the right fit?
A consultation can identify repetitive work and opportunities to connect Attio with existing business tools.
What happens after an Attio consultation?
The next step will be a Strategy & Process mapping workshop or an audit depending on the phase that you're in.
ABOUT THE AUTHOR
Kayla Campos
Founder, Revautex
Kayla Campos founded Revautex to help businesses build more useful CRM systems and connected revenue operations. Our work focuses on Attio implementation, workflow automation, integrations, and CRM data quality.
Most teams book a consultation when they know something isn’t working. Maybe the team doesn't like their current CRM, the pipeline is hard to understand, follow-ups slip, or reports can’t be trusted. What they often don’t know yet is whether the fix is a new Attio build, a migration, cleaning up the data or connecting their tools. Here’s exactly how my process works, from the first call to launch, so you know what to expect before you book.
What Happens in an Attio CRM Consultation?
Step 1: Free 30-minute intro call
On the call we’ll cover:
- What’s broken or missing in your current setup
- Your team, your sales process and the tools you use today (another CRM, spreadsheets, connected apps)
- Whether this is a new build, a migration, a cleanup or automation work
Step 2: Strategy & Process Mapping Workshop or Audit if you're already using Attio (90 minutes)
Every project starts here. Together we map your objects, attributes, pipelines, workflows and integrations into a concrete implementation plan. Scope gets set in this session, which is how my projects avoid scope creep later.
The workshop is $500, and that fee is credited toward your project if you go ahead.
Step 3: Proposal & deliverable within 24 hours
You’ll get a proposal with fixed scope and a final quote. That quote normally stays within the estimate from our intro call. The exception is when something new comes up in the workshop, like an integration we hadn’t discussed.
You will also receive a detailed flow chart or audit report.
This isn’t an AI audit report. A lot of CRM consultations end with an auto-generated audit: a long PDF of generic findings that could apply to any company, which you then have to interpret yourself. That’s not what this is. You talk to me directly, and I learn how your team actually sells, where deals stall and what your data really looks like. The flow chart / audit report is specific to your business, and the person who maps it is the same person who builds it.
Step 4: Build
I build your workspace, migrate and clean your data, and set up the integrations and automations we agreed on. You’ll have a client portal for tracking progress, decisions and documentation the whole way through. Throughout the project, I typically communicate with my clients via Slack or WhatsApp depending on what works best for them for faster and more seamless communication.
Step 5: Handoff and ongoing support
Your team gets trained on the workspace they’ll actually use, not a generic demo. If you’d like ongoing help after launch, we can set that up too.
How to prepare
- Walk through one recent deal, anonymized, from first enquiry to close.
- Know roughly how many records you have and where they live today.
- List the integrations that matter most and which way data should flow between them.
- Think about the primary outcomes (i.e. pipeline visibility, faster follow-up, reporting you trust)
Useful Outcomes from the First Conversation
Key Takeaway: The goal is a clearer understanding of the problem and the information needed to plan a responsible implementation.
Agree on the highest-impact problems.
Identify migration, integration, and access needs.
Clarify stakeholders and possible first milestones.
Start Your Attio CRM Journey With Revautex
Revautex helps growing teams design Attio CRM systems that fit real sales and revenue operations. An initial conversation can clarify priorities around migration, data modeling, integrations, and automation before a larger implementation begins. We focus on practical next steps and clearly defined project outcomes.
Learn About Our Attio Consulting Services
Need Help with Attio CRM Consultation?
Explore Revautex services or book an Attio and RevOps consultation to discuss your requirements.
Written for Revautex by Kayla Campos. About the author · More articles
Frequently Asked Questions
Is the first call really free?
Yes. The 30-minute intro call is free, with no obligation.
Do I have to do the workshop?
Typically yes. It’s how we agree on scope and price accurately, and the fee is credited to your project.
Do you handle migrations?
Yes, from spreadsheets or any CRM including from Salesforce, HubSpot, Pipedrive, and more.
What if Attio isn’t the right fit?
A consultation can identify repetitive work and opportunities to connect Attio with existing business tools.
What happens after an Attio consultation?
The next step will be a Strategy & Process mapping workshop or an audit depending on the phase that you're in.
ABOUT THE AUTHOR
Kayla Campos
Founder, Revautex
Kayla Campos founded Revautex to help businesses build more useful CRM systems and connected revenue operations. Our work focuses on Attio implementation, workflow automation, integrations, and CRM data quality.
