Focused CRM services for Attio. Each covers one task. If your scope is larger, I'll quote it upfront.
Attio
A workspace reconfigured to your process: data model, workflows, broken automations, and up to 3 Claude agents.
Your setup gets reviewed, the data model and flows fixed, agents set up or retuned, then documented and handed back.
7-day sprint
Migration, data model, reporting, automations, integrations, and six Claude agents. Live in 7 business days or you do not pay.
Discovery, build, migrate, document, and train your team. The full sprint, guaranteed on the timeline.
A cleaner CRM with merged duplicates and better data quality for sales and reporting.
Records reviewed, merge rules defined with you, safe batches run, guardrails added to prevent repeat issues.
Attio connected to your key tools. Automation that removes repetitive manual work.
Sync logic defined, built, tested with real records, and documented.
New to Attio? Sign up through my referral link and get 10% discount on registration.
Sign up for AttioNo. I specialize in Attio. I also work with Make, Zapier, and n8n for integrations and automation.
Every service has a fixed price listed on this page. Larger or more complex projects get a custom quote upfront. No hourly billing, no surprises.
Yes. Many clients start with an implementation and add integrations or data cleanup in the same project. I scope it all together.
Book a call. 30 minutes is enough to figure out the right next step. No commitment.
Yes. Many clients move to a monthly retainer after the initial project. Others come back for scoped tasks as needed.
Access to your CRM (or the system you are migrating from), any existing documentation, and a conversation about your goals.