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Ongoing Attio support, no task limits

A monthly retainer that covers everything your team needs from Attio — automations, integrations, reporting, cleanup, troubleshooting. No per-task billing, no scope negotiations for every small request.

Monthly retainer— priced based on your team size and needs

What's included

New automations and workflow changes

Integration setup and maintenance

Reporting and dashboard updates

Data cleanup and deduplication

Field, pipeline, and object adjustments

Team questions and CRM support

Troubleshooting when something breaks

Documentation updates

What's not included

Full Attio implementation from scratch (that's a separate project)

Large-scale data migration from another CRM

Complete data model redesign

These are separate projects. If you need a full setup, check implementation.

How it works

1. Kickoff call

We review your current Attio setup, identify what needs attention, and align on priorities.

2. Ongoing work

You send requests as they come up — Slack, email, whatever works. I handle them without you needing to write specs or manage a backlog.

3. Regular check-ins

We sync periodically to review what's been done, what's coming, and whether anything in the CRM needs proactive attention.

Who this is for

Your Attio is already set up and working. But things keep changing — new workflows, new integrations, team questions, data that drifts. You need someone who knows the system and can keep it running without you managing every detail.

This is not for teams who haven't set up Attio yet. If you need a fresh implementation, start with implementation first.

Interested?

Book a call and we'll figure out if this makes sense for your team.

Book a call