– Discovery call to align your goals.
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– Core pipeline setup.

– Essential custom attributes & objects configuration.

– Basic automation setup.

– Integration with the 3rd-party apps.

– Basic report setup.

– 1-hour team walkthrough & onboarding.

– 10 hours of work

– From 3 hours up to 10 hours.
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– Setting up pipelines.

– Creating and configuring custom attributes and custom objects.

– Building dashboards and reports.

– Setting automation workflows.

–Connecting Attio with external tools.

– Help with any other Attio-related setup you’re stuck on

– 1 session walkthrough & onboarding

– Monthly catch-up call