Free 48-hour audit of your Attio workspace.
We read your workspace against the way you actually sell, then send back a runbook of what to fix first — with one fix already built, you just switch it on. Yours to keep.
You add us as Attio experts. No paid seat, read-only, nothing exported, and you can remove us the moment the audit lands.
What you walk away with.
Workspace health check
We read the data model, lists, reports, and automations end to end. Anything broken or misshaped gets flagged.
A runbook of the gaps
Each gap ranked by what it is costing you, with exactly how to fix it. The first fix comes already built — you just switch it on. Back in two business days.
Yours to keep
Act on it with us or on your own. All we ask, if you run with it yourself, is a testimonial.
One we ran last month.
A pre-revenue medtech company, 8 people, mid-fundraise, on Attio about a year. Read it end to end, the same document she got.
Her fill rates were good. But 3 out of 5 records were noise, and the 500 people who mattered were buried in it.
7,539
People in the workspace
55%
Never had one interaction
64%
Arrived in a single month
~500
People who actually matter
A private-credit boutique was running two funnels on purpose, which was the right call. Nothing connected them. A borrower got described on one list, then re-described by hand as a deal, and the fields they shared did not match. Nothing reconciled, so no screen ever showed the whole truth.
A capital-raising boutique had 114,747 people in the workspace. About 84% were bulk-imported and never touched again. The live contacts were in there somewhere, behind six figures of import residue.
What a scan will not tell you.
What a scan counts
- Duplicates.
- Empty fields.
- Deals nobody has touched in ninety days.
Useful, you should know it, and it takes four minutes. You do not need us for it.
What it walks straight past
- Your stages describe a sales process you stopped running last year.
- The report your board asks for cannot be built, because the number it needs was never a field.
- Three hundred call recordings sit in the workspace and not one of them reached a deal.
No analyzer flags any of this, because nothing here is broken. The setup is wrong, and seeing that takes someone reading the workspace against how you actually sell.
This is for teams already on Attio. If yours is not set up yet, start with a free discovery call instead — we map out the data model, automations, and migration plan before any work begins.
Why is it free.
An audit like this is normally around $1,000 of work. We give it away because it shows our thinking better than a pitch deck would — we put one in your hands first, no strings attached.
If the findings are real and you want help fixing them, we talk about next steps. If the workspace is already clean, we say so. If you can fix it yourself, we tell you exactly how.
Five audit slots a week.
20 minutes today, a written runbook and a working fix back in two business days.
Ready when you are.
Two ways in. Pick the friction that fits.