AI-native Attio implementation.

Workspace live in 7 days, with the AI agents that keep it running. Most agencies hand you a clean CRM and disappear. We hand you a clean CRM plus the agents that triage your inbound, clean your pipeline, flag at-risk deals, and draft your board updates, every week, on autopilot.

Trusted by Attio teams across VC, policy, recruiting, accounting, and B2B SaaS

Verified Attio Expert
  • Outlander
  • Graduate
  • Prudence
  • KRS
  • Elf.care
  • Skelmore
  • Unico Zelo

Before we build, we plan.

Every engagement starts with a free 30-minute call. We prepare a full plan before you commit to anything.

Step 01

30-minute discovery call

We ask about your team, your current CRM, your stack, and where things break down. You ask us anything. No commitment, no pitch.

Step 02

FigJam board, prepared by us

We prepare a board with a proposed data model, automations mapped to your process, integrations based on your stack, a statement of work, and a migration plan.

Step 03

Review, then decide

You review the board on your own time. If it looks right, we book a start date. If it doesn't, no obligation.

What we ship, day by day.

Seven business days from the kickoff call to a live workspace. No discovery phase that lasts six weeks. Each day has a deliverable you can see.

01

Day 01 · Monday

Discovery

  • 30-min kickoff
  • Confirm objects, pipelines, owners
  • You invite us as an Attio expert
02–03

Day 02–03 · Tue–Wed

Migration

  • Export from HubSpot, Pipedrive, etc.
  • AI-assisted dedup and normalization
  • Custom field mapping
  • Import to staging
04–05

Day 04–05 · Thu–Fri

Workspace build

  • Pipelines, lists, views
  • Dashboards and reports
  • Integrations wired
  • Production switch-in
06

Day 06 · Monday

Agents wired

  • Pipeline Hygiene daily
  • Forecast weekly
  • Inbound Triage webhook
  • QBR on demand
07

Day 07 · Tuesday

Training & handoff

  • 60-min walkthrough recorded
  • Notion runbook
  • Slack support channel opens
  • Workspace is yours

Process

A live shared Notion log updated each day. No status calls.

Ownership

You own the workspace, the agents, and every prompt. No lock-in.

After day 7

An ongoing CRM manager tunes the agents, checks executions, adds new behaviors as your process evolves.

The whole stack.

Six categories of work, all in every implementation. The depth scales with your package. Nothing here gets carved out as an upsell later.

  1. 1.

    Data migration

    From HubSpot, Pipedrive, Salesforce, Close, or Sheets. AI-assisted dedup, custom field mapping, a staging pass before production.

  2. 2.

    Workspace design

    Pipelines, objects, lists, and views built to your sales motion. Not Attio's defaults.

  3. 3.

    AI agents

    Four production agents (Triage, Hygiene, Forecast, QBR) plus custom builds on demand.

  4. 4.

    Integrations

    Granola, Gmail, Xero, Slack, Notion, Apollo, n8n. Whatever your stack runs on.

  5. 5.

    Dashboards & reporting

    Pipeline, activity, conversion, and team performance reports. Refreshed automatically.

  6. 6.

    Training & support

    Recorded walkthrough, Notion runbook, Slack channel. Onboarding for new hires too.

Every implementation is scoped to your team.

30 minutes to confirm what is in and out for your workspace. No commitment.

Book a scoping call →

The humans behind your Attio workspace.

A small team. One accountable lead on every project. Everyone here touches your build.

Polia M.

Polia M.

GTM Engineer

Mitchell Brooke

Mitchell Brooke

Partner

Pick the way in.

Four paths to a working Attio workspace, priced flat. No quotes-on-request, no hourly billing surprise. Add the ongoing manager if you want the agents kept tuned month after month.

Migration

data migration

Your data moved and modelled, nothing else

  • Migration from your current CRM
  • Data model setup

Free

48-hour audit

$0

Written review, returned in 2 business days

  • Workspace health check
  • Three highest-leverage fixes
  • No call required
Request the audit

Setup

1-day setup

$1,732

Live in 1 business day

  • Migration from your current CRM
  • Data model setup
  • Reporting
  • Workflow automations
  • Integrations
  • Notion documented page
  • Team training
Book setup
Most popular

Sprint

7-day sprint

$2,997

Live in 7 business days

  • Everything in Setup
  • Six Claude agents, set up free based on your request
  • 30-day tuneup included
Book sprint

+ Ongoing CRM manager

Tunes the agents, checks executions, adds new behaviors as your process evolves. Optional add-on after Day 7.

$497/mo

One customer, one story.

More on the case studies page. This is the one that explains how we work.

George helped us migrate from Pipedrive to Attio and it was quick and seamless! He was super responsive and had several calls with me before we started to make sure I understood everything.

SO

Sarah Olson

Keenan Reid Strategies

Read the full case study →

Pipedrive → Attio

Full reporting parity restored after migration, including custom milestone billing

$1.5M

Weighted pipeline tracked live in Attio for monthly business reviews

5 dashboards

Revenue forecast, win rate, time to close, and pipeline value — rebuilt from scratch

Frequently asked.

Top five. Full list on the FAQ page.

Do you work with CRMs other than Attio?

No. We specialize in Attio exclusively. We use middleware tools like Make, n8n, and Zapier for integrations across your stack, but the CRM itself is always Attio.

How long does a typical implementation take?

Setup takes 1 business day. Sprint takes 7 business days. Larger custom scopes can take 2 to 4 weeks depending on data complexity and integration count.

Do we own the AI agents you build?

Yes. You own the workspace, the agents, and every prompt. The agents run on your Anthropic API key. No lock-in, no platform fees, no proprietary middleware.

What if we already use Attio?

We audit your existing workspace, clean up the structure, improve reporting, rebuild broken automations, and add AI agents on top of what you already have. The 48-hour audit is the right entry point for existing Attio users.

What does the ongoing manager actually do?

Tunes the agents as your process changes. Watches outputs for drift and fixes them before they bite. Adds new agents and behaviors when you ask. Reviews the workspace monthly and sends a health report. Think of it as a fractional CRM ops person at $497/mo.

Coming from another CRM?

We migrate from any CRM. Pick yours for the side-by-side or the migration guide.