Description:
This is a paid, hands-on working session or training tailored to your Attio implementation and CRM strategy. In 60 minutes, we'll work together to move your project forward.

If you don’t yet have a CRM: We’ll explore how your business operates, surface the core workflows and data model you need, and sketch a practical Attio structure you can build or iterate on.
If you have an existing Attio setup: Bring your questions, pain points, or current challenges. You’ll get focused guidance, best-practice recommendations, and help resolving friction so the system better supports your goals.
If you’re a consultant or advisor: This can double as train-the-trainer time—learn how to audit, advise, and implement Attio for your own clients, including how to frame implementations, spot gaps, and deliver high-impact outcomes.

What to expect:

Rapid diagnosis of your current state or goals
Concrete next steps tailored to your context
Frameworks or configurations you can act on immediately
Optional live walkthroughs or training on using Attio effectively

Preparation (you’ll get more value if you):

Share access or screenshots of your current Attio workspace (if applicable)
List top 2–3 objectives or pain points you want to resolve
Have any relevant business/process context ready (e.g., deal flows, lead sources, team roles)

Outcome:
A clearer, actionable direction for your CRM (setup, cleanup, or training), with prioritized next steps you can execute immediately or hand off to your team.