The free Attio toolkit
Everything I give away in one place. A migration checklist, three Claude skills you can install in your workspace, a free walkthrough, and a 48-hour written audit. Pick what fits. Nothing behind an email wall.
Written guide
The Attio migration checklist
Every step, in order. Source-agnostic. Works for HubSpot, Pipedrive, Salesforce, Close, Copper, Folk, Zoho, or a pile of spreadsheets. The thing you read the week before you start migrating.
Read the checklist →Install guide
Claude skill — Pipeline Hygiene
Runs every Monday at 8am. Scans the workspace for deals with no next step, stale dates, missing owners, wrong stages. Drops a task on whoever can fix each item.
Request install →Install guide
Claude skill — Call Summaries
Reads every call recording within 15 minutes. Writes the post-call summary on the deal, drafts the follow-up email, sets the next-step field. Replaces the 4-field post-call form.
Request install →Install guide
Claude skill — Attribute Autofill
Nightly pass on every new company record. Fills industry, size, funding stage, one-line description, and three buying signals pulled from the company website. Replaces the paid enrichment stack.
Request install →20 minute call
The free Attio walkthrough
A live walkthrough of a real Attio workspace with your use case in mind. You decide whether to sign up after you have seen it. No pitch.
Book the walkthrough →Written teardown
The 48-hour Attio audit
You add me to your workspace as an Attio expert, no extra seat and no billing. I send back a one-page teardown of the three highest-leverage fixes plus a 5-minute Loom on the top one. 5 slots a week.
Book an audit →Why give all of this away?
Most of what teams need to get Attio right is knowledge, not hours. The checklist saves the planning week. The skills save the hours after launch. The audit catches what even careful setups miss.
The teams that eventually hire me for a paid engagement almost always start here. If the free tools solve it, great. If they raise new questions, those questions are the start of the conversation.
No email wall, no upsell popup, no drip sequence. You use what is useful and leave.
Want help applying any of this?
Bigger rebuilds run as a 1-day setup or a 7-day sprint. Need only your data moved first? That is the data migration. Pick what fits and we go.