Free 48-hour audit of your Attio workspace.
You get a documented Notion page with every finding and a runbook, yours to keep, with exact instructions on how to fix each gap. In return we just ask for a testimonial. Add us as experts, no paid seat.
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 impact, with exactly how to fix it. Not a wishlist, a triage. 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.
This is for you if.
You are already on Attio and not sure what to fix first. The audit reads the workspace as it is today and ranks the fixes by impact.
If Attio is not set up yet, the audit is not the right starting point. 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 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.
Request today, a written runbook back in two business days.
Ready when you are.
Two ways in. Pick the friction that fits.