Attio CRM implementation & automation

I help teams set up Attio from scratch or optimize existing instances with clean data models, powerful automations, and integrations that reduce manual work.

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Typical projects

Here's what I typically work on with Attio clients.

Data model design

Build custom objects, attributes, and relationships that match your business model without overcomplicating the system.

Automations & sequences

Create native automations, email sequences, and task flows to reduce manual work and keep deals moving.

Integrations & enrichment

Connect email, calendar, Slack, webhooks, and enrichment tools to make Attio the single source of truth.

Imports & deduplication

Clean and import data from spreadsheets, old CRMs, or APIs while preventing duplicates and maintaining data quality.

Permissions & workspace setup

Configure team workspaces, visibility rules, and permissions so everyone sees what they need without clutter.

Reporting & views

Set up custom views, filters, and reports so teams can track pipeline, performance, and activity at a glance.

My process

1

Discover

Understand your team structure, sales process, data sources, and pain points with the current setup.

2

Design

Map out the data model, automation flows, and integration architecture before building anything.

3

Build

Configure Attio, import clean data, set up automations, and connect integrations in a staging environment.

4

Test

Run through common scenarios, test edge cases, and validate that everything works as expected.

5

Train

Walk your team through the new setup, document processes, and provide ongoing support as they get comfortable.

Example projects

Here are a few examples of Attio implementations I've worked on.

Fast-growing B2B SaaS company

Challenge

Sales team was using spreadsheets and struggled to track deal stages, automate follow-ups, and maintain clean contact data.

Solution

Designed a custom deal pipeline in Attio with automated stage transitions, email sequences for warm leads, and integrations with their support tool and billing system.

Outcome

The team now has a single source of truth for customer data, automated follow-ups saved hours per week, and leadership can track pipeline health in real time.

Early-stage startup with messy data

Challenge

Had thousands of contacts in spreadsheets from past events and outbound campaigns, with duplicates and incomplete records.

Solution

Cleaned and deduplicated the data before import, enriched missing fields using automation, and set up validation rules to prevent future duplicates.

Outcome

Clean, enriched contact database with automated deduplication rules, saving the team from hours of manual cleanup and improving email deliverability.

Agency managing multiple client pipelines

Challenge

Needed separate workspaces for different client types with custom fields, automations, and reporting for each.

Solution

Built workspace templates with reusable automation patterns, configured permissions so team members only see relevant clients, and created custom dashboards for each workspace.

Outcome

Scalable system that allows the agency to onboard new clients quickly while keeping each client pipeline organized and automated.

Ready to optimize your Attio setup?

Let's discuss your needs and create a plan to get your CRM working the way it should.

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