– Act as your in-house CRM administrator without the need to hire one.

– Support your CRM as your business grows and changes.

– Troubleshoot issues before they slow down your sales team.

– Keep you up to date with Attio feature changes and best practices.

– Provide clear internal guidance or documentation when needed.

– Understand your business goals and map workflows to Attio’s structure via quick discovery call.

– Set up deal pipelines that reflect your internal and customer-facing sales process.

– Configure attributes tailored to your data and reporting needs.

– Build a model unique business entities (e.g. Subscriptions, Projects) directly in Attio.

– Build process-specific lists to track progress and segment data effectively.

– Design saved views for quick access to filtered, actionable information.

– Visualize key metrics, performance trends, and conversion insights.

– Reduce manual work with smart workflows and triggers.Integrations

– Connect Attio with external tools to keep everything in sync

– Validate configurations and workflows before go-live.

– Deliver hands-on sessions so your team can confidently use Attio from day one

– Create custom attributes and objects that match your unique sales process.

– Clean up and reorganize existing fields for better usability.

– Map fields for imports, automations, and integrations.

– Advise on structure to improve reporting accuracy and segmentation.

– Build tailored dashboards to track team and individual performance.
‍
– Create custom reports to monitor conversion, pipeline health, or activity outcomes.

– Advise on report structure so leadership gets insights they can act on.

– Connect Attio with tools like Google Sheets, Typeform, or Slack.

– Monitor integration performance and troubleshoot issues to ensure reliability.

– Update and optimize connections as your processes evolve.

– Design advanced multi-step workflows that bridge Attio with your wider toolstack.

– Build automations from simple follow-ups to advanced multi-step sequences

– Train your team to understand, manage, and tweak automations themselves

– Set time-based triggers (e.g., reminders after 7 days of inactivity)

– Run live training sessions on the full Attio platform or specific features.

– Onboard new hires quickly and effectively so they can sell from day one.

– Answer real-world use case questions, not just theory.

– Provide ongoing support so your team stays confident in using Attio.