Attio implementation for B2B and AI startups
We set up Attio for fast-moving B2B and AI startups: a data model that fits your go-to-market motion, pipelines, workflows and integrations with billing and product data. We also migrate teams from HubSpot, Pipedrive or spreadsheets with clean data. Typical implementations take two to eight weeks and end with a working system, documented and handed over.
- 01Auditrunning
- 02Designqueued
- 03Buildqueued
- 04Runqueued
What you get
A data model that fits
Objects, attributes and relationships designed around how you sell, whether the customer unit is a company, a workspace or a team.Pipelines with clear stages
Deal and partnership lists with defined stages and list attributes, so every view answers a real question.Less manual work
Workflows, enrichment and email and calendar sync that keep records current without reps typing it in.Connected to your stack
Billing, product usage and outbound tools synced through the Attio API and n8n, matched on a shared customer ID.
What's included
Workspace and data model
- Workspace setup, members and permissions
- Companies, people, deals and custom objects
- Attributes, record relationships and required fields
- Lists with list-specific attributes and saved views
Pipelines and automation
- Deal, renewal and partnership pipelines
- Attio workflows for routing, stage changes and alerts
- Company and contact enrichment
- Email and calendar sync with sharing rules
Integrations and migration
- Stripe and ChartMogul revenue data on records
- Product, outbound and form data via API, webhooks and n8n
- Migrations from HubSpot, Pipedrive and spreadsheets
- Reports and dashboards for pipeline and revenue
How a project runs
- Step 01
Audit
AI-assisted review of your current CRM, data and GTM processes in under a week, with a map of what to keep and what to fix.
- Step 02
Design
Objects, attributes, lists and pipelines agreed with founders, sales and customer success before anything is built.
- Step 03
Build
Workspace configuration, workflows, integrations and data migration, tested against real records.
- Step 04
Run
Go-live support, training, documentation and ongoing changes as your process evolves.
Guides and case studies
FAQ
Next step
Planning an Attio setup?
Tell us how your team sells today. We reply within one business day.
