FAQ
Do you work with other CRMs?
No. I specialize in Attio. I also work with middleware tools like Make, Zapier, and n8n for integrations and automation.
How long does a typical implementation take?
A basic setup with clean data and a few automations usually takes 1–2 weeks. Larger projects may take longer depending on scope.
Can you clean up an existing CRM?
Yes, that's a common project. I audit the current state, identify duplicates and data issues, then work through cleanup and process fixes.
What does a typical engagement look like?
We start with a call to understand your goals. I create a plan, get your approval, and execute. You get documentation and training at the end.
Do you provide ongoing support?
Yes. Many clients work with me on a monthly retainer. Others prefer one-time projects with optional follow-up calls.
How does pricing work?
Quick audits are fixed-fee. Implementations are fixed-fee or day-rate depending on complexity. Ongoing support is a monthly retainer. I always provide a clear proposal before starting.
What do you need to get started?
Access to your CRM, any existing documentation, and a conversation about your goals and current pain points. If migrating, I'll need access to the source system or export files.