Case studies
How I've helped teams move to Attio, clean up their data, and automate the work they used to do by hand.
Insurance / Motor claims
Skelmore
5 custom objects, MEDDPICC scoring, and executive dashboards for an insurance TPA
Built a full Attio workspace for a motor claims TPA: custom objects for Insurers and Workshops, MEDDPICC-based deal qualification, 11 pipeline views by forecast horizon and opportunity type, 60+ point workshop assessment framework, and dashboards for sales and executive teams.
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Health-tech
Elfcare
Unifying B2C and B2B patient operations in Attio
Replaced a fragmented stack of Sheets, Typeform, Brevo, Gmail, and Calendly with a single Attio workspace. Custom objects for People, Patients, and Examinations, automated lead capture, dashboards for revenue and ARPU.
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Venture capital
Outlander VC
Affinity to Attio migration: Commitments, LPs, a startup application pipeline, and Specter enrichment
Moved a VC fund off Affinity into Attio. Custom objects for Commitments and LPs, lists for fund stages and investor updates, an inbound startup application pipeline, Specter enrichment, recurring PitchBook CSV imports, and an Attio outbound sequence.
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Venture capital
Prudence VC
Affinity to Attio migration: Commitments, LPs, a startup application pipeline, and Specter enrichment
Moved a VC fund off Affinity into Attio. Custom objects for Commitments and LPs, lists for fund stages and investor updates, an inbound startup application pipeline, Specter enrichment, recurring PitchBook CSV imports, and an Attio outbound sequence.
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Venture capital
Graduate VC
Affinity to Attio migration: default Deals, a custom LPs object, a Fund Commitments list, and Specter enrichment
Moved a VC fund off Affinity into Attio. Investment pipeline on the default Deals object, one custom LPs object, a Fund Commitments list view of Deals, lists for fund stages and investor updates, an inbound startup application pipeline, Specter enrichment, and an Attio outbound sequence.
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Staffing & consulting
Keenan Reid Strategies
Pipedrive to Attio migration: notes, custom objects, and twelve rebuilt reports
Moved Keenan Reid Strategies off Pipedrive with every note and stage history preserved. Custom objects for Deals, Staffing Assignments, Leads, and Milestones, two pipelines on a shared stage model, and twelve dashboard reports recreated from Pipedrive.
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