A CRM that runs itself. Live in 7 days.
Data fully migrated from your old CRM. Six Claude agents running inside the workspace. Full Notion documentation. Team trained. Seven business days or you do not pay and the workspace is yours.
What Monday looks like
Your reps walk in Monday. Leads from the weekend are already enriched. Deals scored overnight. Stale pipeline surfaced before the standup. Call follow-ups drafted before the first meeting.
The Notion doc tells anyone new to the team how the workspace works in fifteen minutes. The training recordings are embedded in the same doc for hires who join next quarter.
Nothing left for the team to do except sell.
What's included
Full Attio build: data model, reporting, automations, and your top integrations wired up
Unlimited migration: records, custom objects, notes, tasks, attachments, call transcripts
AI-assisted dedup that reads notes and transcripts, not just field matches
6 Claude agents installed: Pipeline Hygiene, Call Summaries, Attribute Autofill, Dedup Detective, Dead Lead Finder, Weekly List Health
Full Notion workspace documentation. Every object, field, automation, agent. SOPs for the 5 most common workflows. Living doc your team can edit
Structured team training. Three 1-hour live sessions: admin walkthrough, rep training, manager training. Recorded and embedded in the Notion doc
30-day post-launch tune-up so the workspace settles into how the team actually uses it
Plus, stacked on top
Migration safety net: your old CRM stays live in parallel until you sign off
Your prompt and agent library, documented and yours to keep forever
A seventh agent, your pick, built on top of the six
The six Claude agents
Pipeline Hygiene
Flags deals stuck longer than your playbook allows. Catches silent attribute drift before it breaks reporting.
Call Summaries
Reads call transcripts, writes structured notes on the right records. Post-call admin, gone.
Attribute Autofill
Fills enrichment gaps on new people and companies the moment they land. Reporting stays clean.
Dedup Detective
Reads notes and transcripts to find duplicates that field matching missed. Merges with human approval.
Dead Lead Finder
Surfaces leads that looked dead but have recent intent signals. One list, every Monday morning.
Weekly List Health
Audits your lists every Sunday night. Emails the rep who owns a list if it drifted during the week.
The seven-day timeline
Day 1: Discovery + kickoff
Ninety-minute call with the CRM owner. We map every object, every pipeline, every integration, and every person who touches the workspace.
Days 2 to 4: Build + migrate
Workspace built. Data migrated. Skills installed. Dedup run on notes and transcripts. Your ops team gets daily Loom updates.
Day 5: Notion documentation
Every object, field, automation, and skill is written up in your Notion. SOPs for the 5 most common workflows go in the same doc.
Days 6 to 7: Training + handover
Three live sessions with your team. Admin walkthrough, rep training, manager training. All recorded and embedded back in the Notion doc.
The guarantee
Workspace live, data migrated, six agents running, Notion documentation complete, and your team trained in seven business days. Or you do not pay and the workspace is yours to keep.
No fine print. No hours-tracking dispute. No refund request form.
Two sprint slots a month. Slot availability stays honest because the guarantee is real.
Who this is for
Teams of ten to fifty that are ready to walk in Monday to a CRM that prepped the week for them. Teams with enough pipeline complexity that the AI layer actually pays back. Teams that want documentation and training so the knowledge lives past one person's onboarding.
If your Attio is already built and just set up wrong, the $1,000 tune-up reconfigures it instead of rebuilding from scratch.
Common questions
What exactly happens if you miss the 7-day window?
You do not pay. You keep the workspace, the skills, the documentation, and the training recordings. I eat the cost. The guarantee is unconditional.
Why only 2 slots a month?
The guarantee is real. Running more than two sprints in parallel makes the timeline promise dishonest. When the slots fill, they fill.
What does the Notion documentation actually cover?
Every object, every field (including why it exists), every pipeline stage and its exit criteria, every automation, every Claude skill, and standard operating procedures for the five most common workflows the team runs. Your ops lead can extend it. New hires can self-onboard from it.
What about the three training sessions?
Admin walkthrough for the CRM owner (90 minutes, covers settings, permissions, skill installation). Rep training (60 minutes, daily use, pipeline updates, note hygiene). Manager training (60 minutes, reporting, pipeline reviews, skill outputs). All three are recorded and embedded in the Notion doc.
Can we replace one of the six agents with a custom one?
Yes. Up to one swap during discovery. Custom agents that need more than a day of work are scoped as a separate add-on or covered by the operating layer.
What happens after the 30-day Slack support ends?
Most Sprint clients add the $900/month operating layer. We keep the agents tuned, check their executions, and add new behaviors as the process changes. It runs on your Attio, so you own everything.
Claim a sprint slot
Two slots a month. Book a discovery call. If we're a fit, you get the next open slot.
Book a call