Real estate tech / AI outbound · Knocknock.pro / Abuba.io
Two products, two outreach channels, one Attio workspace, all on the free plan.
Albert runs outbound for two products built for real estate agencies and developers. His leads were scattered across his inbox, Instantly, and LinkedIn spreadsheets. We waited until he had real leads to design against, then built both products into one Attio workspace on the free plan, with person-level tracking and a separate pipeline per channel.
Free
Attio plan
2
Products in one workspace
2
Channel pipelines
0
Custom objects used
25 days
Discovery to build
The problem.
Albert had joined to own the outbound function, and the company had no CRM at all. His words on the state of it: his leads were sitting in email, in Instantly, and in LinkedIn spreadsheets, and he wanted them to pull into one place automatically.
The LinkedIn sheet was fully manual. Colour-coded columns for whether a connection request was sent or accepted, message dates typed over by hand, a separate tab per hypothesis. Prospecting ran through Apollo, sending through Instantly, and nothing joined up.
Two products, not one. The second was handed to him only once the first started getting replies. He wanted both run from a single workspace with a clean split between the tracks, so performance could be read per product instead of turning into one mush.
And a hard constraint: whatever we built had to work on Attio's free plan, which rules out custom objects entirely.
Objectives.
- Wait for real leads before designing anything, so the process fits how outbound actually runs.
- Get email and LinkedIn out of spreadsheets and into one workspace.
- Track outreach at the level of the person, because one firm holds several people at different stages.
- Keep the two products separate without mixing audiences.
- Stay inside the free plan.
The data model.
No custom objects, by design. The free plan does not allow them, and this build did not need them. Everything hangs off People, which is also the only level at which the outreach is actually true.
People
The unit of outreach, and where every status lives. One company holds several contacts at different stages, so a company-level status would be wrong the moment two people diverge. Carries both channel statuses plus the product select.
Companies
Real estate agencies, brokers, and developers with an actual sales team and a real flow of enquiries. Context for the person, not the thing being tracked.
Product (select)
A select attribute on People rather than a custom object, because the free plan has no custom objects. It is what keeps the two products apart in every view.
What we built.
Two statuses, not one
LinkedIn and email were going to land in one mush, so we split them into separate status attributes. LinkedIn runs connection pending, accepted, replied, call booked, call happened, trial started, closed. Email runs sent, replied, then the same tail.
A Kanban per channel
A status attribute is all Attio needs to draw a Kanban, so each channel got its own board on People, with the no-stage column removed. The LinkedIn spreadsheet and its colour-coded columns retire.
Person-level tracking
We tried a company-level outreach status during the import and deleted it the same session. One firm has several people who get approached differently, and a shared status goes wrong exactly when it matters, at the point someone replies.
Two products, no mixing
A product select on People, then the Kanban duplicated and filtered per product. The audiences do not collide, because the two products speak to different roles inside the same firm.
A founder dashboard
An insight report on People, grouped by outreach status, filtered to anyone actually in a pipeline. A founder can open it and see volume moving without touching a setting.
Stage design that earns its keep
Opened got dropped, because it does not change what anyone does next. Interested collapsed into call booked, since a booked call already means interested. Fewer stages, each of them load-bearing.
Why we waited.
At discovery in June there were no leads yet, and designing a pipeline against an imaginary one produces fields nobody fills. The agreement was to wait for a first real client and build the process around how that person actually arrived. Twenty-five days later the leads landed, and we built the whole thing in one session against real records instead of guesses.
Results.
- Both products running in one Attio workspace with a clean split, on the free plan, with no upgrade required.
- Leads consolidated out of spreadsheets into the workspace. About 1,800 companies and 480 people imported.
- Outreach tracked per person, so a firm with several contacts at several stages reads correctly.
- A Kanban per channel and per product, replacing the hand-maintained sheet and its tab-per-hypothesis sprawl.
- A founder-facing dashboard showing outreach volume moving by stage, without anyone having to open a record.
- Albert can extend it himself. In his words at the end of the session, he understood how it works and could carry on from there.
“Bouncing between well-known Pipedrive, highly-recommended Monday, open-source Twenty and brand-new Attio, I loved George's patience. He waited a month for our real leads to come in, then fixed our chaos in 30 mins. Shifted tracking from companies to individuals - was key since one firm has multiple people that we approach differently. He split email/LinkedIn Kanbans, built a founder dashboard, and got 2 our products running on Attio's free tier without mixing audiences. Kudos to George & team!”
Albert Obgolts
Knocknock.pro / Abuba.io
Ready when you are.
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