Elevate your GTM with an expert.

We're a data engineering consultancy specializing in complex CRM configurations. We partner closely with Marketing, Sales, and Success teams to implement scalable tools and data processes. Our top priority is helping you realize value from Attio as quickly as possible. In the first week of our engagement, we'll tackle your biggest challenges and identify quick wins to help you see immediate progress. 👉 HOW TO GET YOUR PROJECT STARTED: Here's how we work with new clients: 1. Discovery Call: Use the link in the "Resources" section to book your free 30 minute session. We'll use this time to understand your goals and determine if we're the right fit for your needs. 2. Workshop [optional]: Following the Discovery Call, we'll schedule a free 60 minute workshop to build a custom roadmap for your specific Attio needs. If you have a simple project, we'll skip this and get started right away. 3. Proposal: Following the workshop, we'll provide a detailed quote within hours. 4. Project kick-off. As soon as you're ready to start, so are we. 👉 ONLY NEED A ONE-OFF CONSULTATION? Sometimes you just need focused, expert time to unblock, align, or accelerate your work. Book 45-60 minutes with us to get targeted help with your Attio CRM: build from scratch, or optimize what’s live. These sessions exist because small, well-guided interventions often unlock disproportionate progress. 👉 OUR SERVICES: We specialize in assisting clients with complex CRM migration requirements, and those with existing Attio configurations who are seeking more advanced setups (especially with third party integrations.) • CRM Migrations: Move your data and processes from HubSpot, Salesforce, or any other CRM into Attio with minimal disruption. • Automations: Leverage AI, reduce manual tasks, streamline operations, and keep important work from slipping through the cracks. • External Integrations: Keep your CRM connected to any external tool. We configure data pipelines, ETL, AI platforms, and other custom setups using solutions that can be maintained and easily built upon in the future. • Audits: Evaluate the health of your Attio setup with a comprehensive audit. We'll assess data structure, automation efficiency, and integrations to identify gaps and opportunities for improvement. • Ongoing Support: Our commitment doesn't end after the initial project completes. We're here to ensure long-term success with expert guidance and hands-on support. Se habla español Nós falamos português

"Mission critical to the success of our Attio motion." -- Dani Tustin, Head of Operations, Long Journey Ventures Our 3-Step Engineering Process 1. We audit your GTM motion and rebuild your data model in Attio. Every attribute, stage, and metric is engineered to drive revenue. 2. We then connect product, billing, and 3rd-party data. Every record is enriched and scored in real-time to route high-intent leads to the right playbook. 3. We launch AI-driven growth loops - winbacks, expansions, and churn deflection - tracked on dashboards your execs will actually use. Who do we work with? We help GTM teams operate like product teams: shipping scrappy prototypes that scale into hardened, AI-first systems. • RevOps Leaders: Automate CRM hygiene with bi-directional syncs across billing and product. No more manual updates—just clean, actionable data. • Growth Teams: Build always-on loops. We scrape social signals, score fit, and trigger outbound campaigns the moment a signal is detected. • Founding Teams: Set up a world-class GTM system from Day 1. Track signals, score accounts, and route leads automatically so you can focus on closing. • CS/CX Teams: Turn support into a proactive revenue engine. Use ticket-spike alerts to flag churn and usage triggers to surface upsell opportunities before the renewal talk. YouTube Channel I publish regular video tutorials covering Attio configuration and go-to-market systems. These serve as a reference for my approach to data architecture and system design. https://www.youtube.com/@danieljhull/videos Experience: I have previously worked with teams including: Ace Ventures, Albion VC, Anorak VC, Arc Investors, Backed VC, Bain Capital Ventures, Blue Cloud Ventures, Bonfire VC, Bonfire Ventures, Bread and Butter Ventures, Breakers VC, Burnt Island Ventures, Cash App, Connect Ventures, Crane VC, Culina Health, Discord, Dynamo Ventures, Fintech Collective, Fiori VC, Friedkin International, Graduate VC, Hardware Club, In Motion Ventures, Karman VC, Long Journey Ventures, Luis Young Media, Marathon Management Partners, Markd VC, Midas AI, Monte Carlo Capital, ONE VC, Originx, Outlander VC, Palo Alto Staffing, Play VC, Portal, Prudence VC, RGB, Singularity Capital, Standup Ventures, Tera VC, The Council, Ultratech Capital, Union Square Ventures, University of Michigan, Wilden Design.

We are the first software developer-run Attio agency. Both co-founders had careers in software development before entering the Attio world. Through our technical-first approach we've leveraged code to build systems that streamline everything from complex CRM migrations to custom Attio apps. Our Offerings Foundation & Setup • Complete workspace design • Data migrations from other CRMs • Custom data architecture • Team onboarding • Process documentation Custom Development & Integration • Native Attio SDK apps (published marketplace integrations) • Complex API integrations • Bespoke automation workflows • Custom data enrichment • Advanced analytics dashboards De-Duplication • Expert-guided de-duplication platform for Attio combining advanced algorithms with specialist support Why Choose Dialed Best-in-class on one platform. We're all-in on Attio not generalists across multiple CRMs. This exclusive focus means deeper expertise and solutions that leverage Attio's full potential. Technical & foundational. Our implementations start with proper data architecture, ensuring your system scales as your needs evolve. When you're ready for custom apps or integrations, we're already deeply familiar with your setup. Working milestones, not endless projects. We work in 2-week sprints to deliver functional systems you can use immediately. This allows you to test new functionality, provide feedback based on real usage, and stay in control of timeline and budget. Our Process 1. Free 30-min discovery call 2. Technical planning & sprint breakdown 3. Same-day proposal with milestones 4. 2-week sprint execution deliver functional milestone 5. Your team uses it, we schedule next sprint when ready Ideal For • New Attio customers wanting expert setup • Investment firms transitioning from Affinity • Teams needing complex integrations • Organizations requiring custom applications • Businesses valuing iterative development

I'm Kayla Campos, Founder of Revautex and I design and implement Attio-based GTM systems for teams that have outgrown their CRM or spreadsheets. With a background in business development and sales, I build systems from the operator's perspective: clean data models, automations that actually run, and reporting your team will use. HOW WE CAN HELP: • Attio setup, migration, and optimization - custom objects, attributes, pipelines, lifecycle logic, workflows, AI attributes / features, and reporting completely tailored to your business • Integrations via tools like n8n or Zapier - connecting Attio to any platform with an open API • Training, documentation, and recorded walkthroughs for smooth team adoption WHO WE WORK WITH: Founders, sales teams, and ops teams across SaaS, AI, fintech, agencies, and more, who need a strong GTM foundation without the overhead of a full RevOps hire. HOW TO GET STARTED: 1. Book Intro Call. We'll discuss your business, goals and current setup 2. Strategy & Process Mapping Workshop. For implementation projects, we’ll spend 90 mins with you to deep dive into your business, map out your process in real-time using a flowchart and design a clear Attio structure that makes sense for your business model. 3. Proposal. Sent within 24 hours of the workshop, scoped to what we discussed in the workshop. 4. Project Launch. Because we mapped everything in the workshop, we hit the ground running immediately

With 9 years of expertise in the CRM space, we specialize in helping businesses streamline their customer relationship management, optimize workflows, and scale operations efficiently. We have worked with large enterprises like Sonos and Gopuff, as well as smaller, fast-growing companies like Retention, StoryBoard and Cresta delivering tailored CRM solutions that drive results. Having supported over 150 clients across multiple CRMs, we bring deep technical knowledge, strategic insights, and hands-on experience to every engagement. Whether it’s implementing, customizing, or automating CRM systems, we ensure businesses get the most out of their tools while improving productivity, collaboration, and customer insights. Our mission is simple: to empower businesses with smarter, more efficient CRM solutions that fuel growth and long-term success. How We Help 🔧 Custom Attio Workspaces – Designing, optimizing, and structuring Attio databases to fit your business needs, including audits, clean-ups, and workflow strategy. 🧠 CRM & Data Management – Organizing and streamlining client relationships, sales pipelines, and team collaboration with Attio’s powerful features, enhanced with AI-driven insights. 🤝 Team Training & Adoption – Guiding teams through Attio implementation, change management, and best practices to ensure smooth adoption and maximum efficiency. 🔗 Automation & Integrations – Connecting Attio with key tools like Zapier, Slack, Google Workspace, and other platforms to automate repetitive tasks and improve productivity. 📦 Migration, Maintenance & Scalability – Seamlessly migrating data into Attio, ensuring long-term performance, and scaling systems as your business grows.

Our team helps high-growth companies stop the chaos of scattered knowledge and doc dumps — so your company can get work done efficiently and adopt modern tech tools like Attio. Get access to a team of automation engineers, workspace designers, and developers. We’ll help you organize, streamline, and automate processes — tailored to how you want your company to work going forward. With a track record of successfully completing over 100 projects with more than 80 clients, we can help you get everyone’s nuanced workflows into a trusted workspace. Work faster and more efficiently as a team — with less manual work, fewer mistakes, and a much better employee experience across teams. We can help you with the following: • Workspace development • Workspace design • Workspace automation and integrations • Workspace documentation • Migrations / integrations / automations with other tools • Workspace monitoring and maintenance • Attio training for teams Need help with something else that’s not listed above? Reach out to us! We’d be happy to discuss what you had in mind.

We turn your Attio workspace into an intelligent revenue engine. The Workflow Company specializes in AI-powered GTM automation for VC-backed startups and venture capital firms - organizations that need sophisticated technical solutions to match their growth ambitions and complex deal processes. We architect advanced workflows that automatically discover opportunities, research prospects, and execute on GTM intelligence across your entire tech stack. From portfolio company outreach to LP relationship management to scaling startup sales motions, our AI systems handle the technical complexity while you focus on strategic decisions. Led by operators with proven experience scaling GTM at Uber and YC-backed startups, we offer both project-based implementations and ongoing optimization subscriptions—giving you flexibility to choose the engagement model that fits your needs. What we bring to your Attio implementation: • ✅ Advanced AI Workflows – Sophisticated automation that handles complex research, qualification, and enrichment tasks • ✅ Revenue-First Design – Every workflow is architected to generate pipeline and accelerate deals • ✅ Battle-Tested Tech Stack – We bring a robust foundation using Clay, n8n, Node.js, Default, and others—ensuring your CRM and automation stays reliable as you scale • ✅ Operator Perspective – We understand the unique challenges of high-growth environments because we've scaled them ourselves • ✅ Flexible Engagements – Choose from project-based implementations or ongoing optimization subscriptions based on your needs • ✅ Responsible Innovation – Proud 1% for the Planet members, demonstrating that cutting-edge AI and environmental stewardship go hand in hand Your Attio workspace becomes the foundation for an intelligent system that works around the clock - identifying prospects, gathering insights, and surfacing opportunities so your team can focus on what they do best: closing deals and driving growth. 👉 Read to get started? 1. Click on the "Contact" button and tell us a bit about yourself. 2. We will then book a 30-minute discovery call where we'll explore your current GTM challenges, understand your growth objectives, and identify the highest-ROI opportunities for you.

We make Attio work the way your business actually runs. At Checkmark Automations, we help small and scaling teams get real value from Attio — fast. No over-engineered systems, no bloated configurations. Just clean CRM setups, smart automations, and workflows designed around how your team actually sells, follows up, and closes. ✓ HOW WE WORK: 1. Discovery Call (Free, 20 min): We learn how your business operates and where the bottlenecks are. Book using the link in "Resources." 2. Game Plan: We map out your Attio workspace — data model, pipelines, automations — and share a clear scope and timeline. 3. Build & Launch: We configure everything, test it with your team, and make sure you're comfortable before we hand it off. 4. Ongoing Support: We don't disappear. Need a new workflow next quarter? Want to add an integration? We're a call away. ✓ WHAT WE DO IN ATTIO: • CRM Setup & Configuration: Custom objects, pipelines, views, and data architecture built for your sales process — not a generic template. • Automations & Workflows: Reduce manual busywork with automations that move deals forward, assign tasks, send alerts, and keep your CRM data clean. • CRM Migrations: Moving from HubSpot, Salesforce, Pipedrive, or spreadsheets? We'll migrate your data and rebuild your processes in Attio without the headaches. • Integrations: Connect Attio to your marketing tools, billing systems, email platforms, and everything else in your stack — using Zapier, Make, or the Attio API. • Reporting & Dashboards: Build the views and reports your team needs to see pipeline health, conversion rates, and revenue at a glance. ✓ WHO WE WORK WITH: • Small sales teams tired of clunky CRMs who want something that actually fits their workflow • Founders & solopreneurs who need a system that scales with them, not against them • Ops & RevOps leads looking to clean up data, eliminate duplicate work, and automate handoffs • Teams migrating to Attio who want a smooth transition without losing data or momentum ✓ WHY CHECKMARK: We're Certified Zapier Experts and Revenue Operations certified, and we're all-in on helping small businesses access the same caliber of CRM systems that enterprise teams take for granted — without the complexity or the enterprise price tag. Based in Bozeman, MT. Serving clients everywhere. Let's build something that works. Book a discovery call today.

Second Rodeo works with ambitious founding teams navigating the early days of company growth from pre-product market fit through to scale. SR RevOps is our dedicated operations arm, built for high-growth companies that need GTM infrastructure but haven't built the internal muscle yet. We design and implement the revenue operations foundations that let your go-to-market thrive: CRM configuration, pipeline infrastructure, lead routing, health scoring, attribution, and AI-assisted workflow automation. Whether you're standing up your first real sales process or optimizing the one you've outgrown, we build the systems that make the next stage of growth possible.

Automation Consulting Services builds integrated sales systems for mid-market businesses, with a strong focus on the manufacturing sector. We connect CRM, operations, and communication tools into unified workflows that improve visibility, efficiency, and revenue performance, consistently driving 80–245% increases in net profit over 12–24 months. We offer a free discovery call and can begin engagements within the same week. We prioritize clarity, communication, and speed without compromising accuracy with proven experience delivering advanced system builds, including full-stack AI implementations.

🏆 RevOps automation for teams that have outgrown their current setup. We're a 25-person automation agency that builds the systems behind revenue operations. CRM configuration is where it starts, but we go further: workflow automation, custom API integrations, data pipelines between tools, and code when off-the-shelf won't cut it. We work with companies from early stage through enterprise. Whether you're a 10-person sales team migrating off spreadsheets or a 500-person org consolidating three CRMs into Attio, we've done it. We're SOC 2 Type II certified (see Trust Center in resources), so your compliance team won't have to chase us. What we do with Attio: • CRM Setup & Configuration: Data model design, pipelines, custom objects, and workspace structure built around how your team sells. • Migrations: Clean moves from HubSpot, Pipedrive, Salesforce, or spreadsheets. Data cleanup, field mapping, and cutover planning included. • Automation & Workflows: Attio-native automations plus Zapier, Make, and custom API integrations across your whole stack. • Custom Integrations & Code: Full stack developers on staff. If it has an API, we connect it. Clay, Lemlist, billing platforms, ERPs, internal tools. • Ongoing Optimization: Monthly retainers for teams that want a dedicated automation partner, not a one-off project. Why teams pick us over a solo consultant: We're 25 people across CRM, automation, and development. You get a project manager, a CRM specialist, and engineers who write custom code when no-code hits its limits. We hold certifications across Zapier, HubSpot, Airtable, Pipedrive, and Make, so we know how these tools connect, not just Attio in isolation. 700+ ⭐⭐⭐⭐⭐ reviews across our partner directories. Clients include iHeartMedia, CashApp, Discovery, and hundreds of SaaS companies, professional services firms, and startups. How to get started: 1. Book a free Discovery Session using the link on the left. Takes 20 minutes. 2. We map out your current stack, where things break, and what Attio looks like for your team. 3. You get a clear scope and proposal. No obligation. We work project-based or on monthly retainers. Most Attio projects fall between $1,000 and $10,000 depending on complexity. CERTIFICATIONS: Airtable Gold Services Partner • Zapier • HubSpot • Pipedrive • Softr • Monday.com • Salesforce • Keragon + more ━━━━━━━━━━━━━━━━━━━━━━━━━ 🌍 Worldwide Support: Brooklyn, Europe, South Africa: available across most time zones.