Before the build, we learn how your sales process works. Then we use AI to speed up planning, structure, and execution. You get a tailored Attio setup without dragging the project across multiple weeks.
This is a good fit if you:
– Are moving to Attio and want to set it up properly from the start.
– Need a clean workspace without spending weeks on CRM planning.
– Want help turning your process into pipelines, fields, objects, and views.
– Need a strong foundation for future automations, reporting, and integrations.
– Want your team to start using Attio quickly.
- Discovery call
- Attio setup plan based on your workflow.
- 1 focused setup day
- Core workspace configuration.
- Custom fields and object structure.
- Basic automation setup.
- Basic integrations setup.
- Core reports / views setup.
- 1-hour team walkthrough.
- Handoff notes with what was built.
1. We start with a call to understand your process, team workflow, goals, and what Attio needs to support.
2. After the call, we define the scope for the setup day and turn your requirements into a practical implementation plan.
3. On the agreed day, we build the workspace. AI helps us speed up structuring, decision-making, and setup preparation, so we can move faster without making the build generic.
4. You’ll need to add george@craftt.io as expert in your Attio account.
5. Once the setup is done, we walk your team through the workspace and explain how everything is organized.
6. You receive a summary of what was built, so your team has a clear starting point for using and growing the system.