Free 48-hour audit of your Attio workspace
You add me to your workspace as an Attio expert, no extra seat and no billing. I send back a one-page teardown ranked by impact and a 5-minute Loom walking through the top fix. No call, no deck, no pitch at the end.
What you get back
A one-page written teardown of your workspace, ranked by impact
The three highest-leverage fixes, each with the exact setting change
A 5-minute Loom walking through the top fix
A flag on anything that will break in the next 30 days if left alone
An honest take on what is working and should stay as-is
This is for you if
The audit works best on workspaces that are already live. If you have not set Attio up yet, start with the free walkthrough instead.
You set up Attio yourself and want a second opinion before going deeper
You took over an Attio workspace someone else built
Your workspace launched but the team is not using it
You think reporting is broken but cannot tell whether it is data, setup, or process
You want AI skills running in the workspace but do not know where to start
What I look at
Pipeline and stage sprawl that slows deal updates
Duplicate records that field matching missed
Automations that stopped firing silently
Attributes with no coverage (the enrichment gaps)
Over-permissioning and access issues
Reporting views that do not match the questions the team actually asks
How it works
1. Book a slot
Pick a slot on the calendar. 5 slots a week. Fills Monday morning most weeks.
2. Add me as an Attio expert
Invite me to your Attio workspace as an expert. No extra seat, no billing. One sentence on what hurts most.
3. I run the audit in 48 hours
Claude walks the workspace with me driving. I write up the teardown and record the Loom.
4. You get the writeup
Emailed back within 2 business days. You fix what makes sense, ignore what doesn't. No follow-up call required.
Why is this free?
Two reasons. First, Claude does most of the audit. What used to take me three hours now takes one. The cost to run it is low enough that giving it away makes sense.
Second, the teams that hire me for the Setup or the Sprint almost always start with an audit. If the audit is useful and the findings are real, we can talk about fixing them together at the end. If not, you got a free teardown and I move on.
No pitch on the audit. If the workspace is already clean, I say so. If you can fix the findings yourself, I tell you exactly how.
Common questions
What access do you need?
Add me to the workspace as an Attio expert. That does not add a billable seat. I have full access but I do not make changes during the audit. Remove me when you are done.
How is this different from Attio's own review tools?
Attio's AI summaries are inside the product. This is an outside audit from someone who has set up and migrated ten workspaces. Different context, different recommendations.
Is there any follow-up sales pitch?
No. The audit lands in your inbox with the findings and the Loom. If you want help fixing things, you reply and we talk scope. Otherwise you never hear from me again.
What if I want you to fix the things you find?
The 1-day setup at $1,732 or the 7-day sprint at $2,997 handle the bigger rebuilds. If you only need the data moved, the $800 data migration covers that. Details are on the pricing page.
What if my workspace is too small to audit?
If you have fewer than 50 records or haven't started using Attio yet, start with the free walkthrough instead. The audit works best on workspaces in active use.
What about data privacy?
I do not change anything in your workspace during the audit. Audit notes are written from the data you give me and stay private. Remove my access after the audit lands if you prefer.
Book a slot
5 audit slots a week. You get the teardown and Loom back in 48 hours.