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.

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. I design and implement Attio-based GTM systems for teams that have outgrown spreadsheets or need a new CRM that fits how they actually operate. With a background in business development and sales, I build from the operator's perspective. I know what GTM teams need, not just what looks good on paper. Every system is custom, built from scratch around your business, with a data model that reflects how you work, automations that save you time, and reporting you can use. I've worked across a variety of CRMs over the years, and I focus on Attio because its flexibility lets me build systems shaped around your business, not the other way around. How I Can Help: • Attio setup, migration, and optimization - custom objects, attributes, pipelines, lifecycle logic, and workflows tailored to your business • Reporting and AI attributes/features to turn your data into something your team actually uses • 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 I 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. I'll discuss your business, goals, and current setup. 2. Strategy & Process Mapping Workshop. For implementation projects, I'll spend 90 minutes 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. 4. Project Launch. Work begins immediately, scoped and sequenced from the workshop.

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.

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. 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. We will scope your whole project for free. Just reach out to us.

Golden Ratio GTM specializes in revenue architecture through the creation of custom coherent systems for B2B organizations. Our top priority is ensuring that you realize value from Attio as quick as possible, while also implementing a system that can serve as the foundation for predictable and sustainable growth. How to get started: 1. Book an introductory call. The first call is only thirty minutes. We will spend that time ensuring that our skillset is the right fit for your needs and goals as an organization. 2. Diagnostic Sprint. Our second call will be 60 minutes long. We will provide you with an assessment of your current GTM motion and where it is likely leaking revenue that you can easily recover with Attio. 3. Proposal. Within 24 hours of the sprint you will receive a proposal. Golden Ratio GTM architects projects to be a flat fee by design. 4. Project Launch The organizations that will receive the most value from our expertise want to modernize their go-to-market motion along with their CRM. We specialize in leveraging AI workflows and agents, bringing the output into Attio as a single-source of truth. If you've not yet hired a GTM Engineer or seen concrete proof of AI's impact in the form of revenue, Golden Ratio GTM + Attio can provide measurable results within the next quarter. Pricing: Companies finding us through the Attio Partner directory may use Golden Ratio GTM for services not listed on our website. These services include: • Lead scoring model build - $2,500 • Routing, ownership and territory rules - $1,500 • Platform integrations - $1,200 each, $3,000 for three • Custom Attio app via the App SDK - $7,500 • Revenue attribution - $5,000 • Enrichment waterfall into Attio - $3,000 • Dashboard and reporting pack (6 to 8 reports plus a board view) $2,000 Engagements for fractional GTM engineering start as low as $999. Bespoke system builds that include data migration, system architecture and implementation start at $10,000 and increase based on size and complexity. Consultative calls are free. To get an exact quote please contact us. Additional Services: Golden Ratio GTM's specialization is the strategic design of revenue-generating GTM motions. However, you can reach out to us for help with any of the following: • Optimization of an existing Attio environment • Fractional GTM Engineer • Go-to-market strategy consultation • CRM + Pipeline Audit • Diagnostic & strategic reporting • Money left on table assessment • Design and implementation of AI Agents We are also a Swan AI Architecture Partner.

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.

We make Attio the operational core of your revenue engine, not just your contact list. Detailed is a GTM and RevOps agency. We build and run automated outbound and pipeline systems for B2B companies, with Attio at the center. Most teams use Attio as a contact database. We build it into the system of record for an automated revenue motion: website visitors identified, enriched, sequenced, and synced into Attio as booked meetings and deal pipeline. We run our own agency entirely on Attio, so everything we build for you, we have built and run for ourselves first. Where we have the most experience • Full GTM systems with Attio at the core (visitor identification → enrichment → outbound → booked meeting in Attio) • Custom objects and data modeling (model your real business: engagements, deliverables, renewals, not just contacts and deals) • API and webhook integrations (Attio connected to Make, Clay, Stripe, Slack, your sequencer) • Migrations into Attio (from HubSpot, Salesforce, or spreadsheets) • Ongoing managed RevOps and full GTM motion Beyond Attio RevOps Strategy · Cold Outbound Infrastructure · Data Enrichment and Pipelines · Workflow Automation · Website Visitor Intelligence · Reporting. Attio is the hub; we build the whole engine around it. Who We Work With B2B companies. Deepest experience in 3PL and logistics, staffing, professional services, SaaS & tech, and agencies. Example engagements & pricing • Attio Setup + Migration • Full GTM and RevOps Systems • Systems Integrations and Automations We work on a sliding hourly retainers based on the project needs. Our minimum is 20hrs a month. We find that anything lower is a half built system and project that draws out longer than what our clients need. What to Expect Start with a 30-minute discovery call. We map your GTM motion and stack, then send a scoped proposal. How We Work Discovery → architecture → build → run or hand off. Weekly progress syncs during the build; a clean handoff with SOPs if you'd rather run it yourself. Client Reviews "A true extension of our marketing team. From list development to execution, their team is skilled, reliable, and requires very little oversight." - Cynthia Barbarito | Dir. of Marketing | T-ROC Global "He came in, understood our market quickly, and built outbound systems that actually moved the needle. When problems came up outside the original scope, he solved them anyway." - Jenna Romo | Dir. of Marketing | Dama Financial Veteran Owned & Operated | Built in Colorado

Pipeline Factory is a GTM engineering consultancy for B2B SaaS and product-led teams. Attio is the system of record. We build the layer around it that enriches, scores, routes, drafts and reports, so the CRM produces work instead of filing it. What we build • Product signals on the account record - Product analytics piped into Attio so active usage, seat utilisation and usage trend live on the company. Thresholds fire on their own: a usage spike, utilisation crossing 85 percent, a new team appearing, a decline that reads as churn risk. Each opens a signal, notifies the owner and creates the task. Nobody finds out at the QBR. • Inbound that arrives enriched, scored and owned - A form or ad lead lands, is enriched against verified data and not what the person typed, scored for company and role fit by a model that has to explain itself, then posted to Slack as an approve or reject card. One click enrols them in the right Attio sequence. • AI that drafts, humans who send - The model writes into a review field. Writing to the send field is what enrols the person, so the two are deliberately not the same field. An AI cannot send an email by accident here. That is architecture, not policy. • Post-close automation - Deal moves to Won and the onboarding record is created, bound to the company and subscription, the CSM notified, the kickoff task scheduled. • Attribution that is allowed to say no - Every touch ledgered and joined to closed revenue: sourced, influenced, or untouched. On our own programme we reported that our sourced deals closed below the client's own baseline. A report that can only flatter us is not a report. How we build • Fill-if-empty writes, so a refresh never overwrites what a human got right • An error monitor on every workflow, because a silent failure is worse than a loud one • Retries on every read, because a rate limit misread as no data is how a CRM fills with confident blanks • A quality gate on every AI output before a person sees it Typical missions • Stand up Attio from scratch. Data model, pipelines, imports, automation. • Migrate from a legacy CRM. HubSpot, Salesforce, Zoho, Pipedrive or spreadsheets. • Make an existing setup earn its keep. Audit, workflows, dashboards, reporting. • Connect the GTM stack. Clay, n8n, Slack, product analytics, by API or webhook. • Fill it. Enrichment, ICP scoring and outbound that writes back to the record. Book a 30-minute call. We audit your setup. You get a scoped proposal.

Concept is a B2B revenue growth partner that helps organizations build scalable sales engines and consistently fill their sales pipelines. Since 2002, we've partnered with sales and marketing teams to drive growth through three core service lines: CRM Consulting, Sales Development, and Marketing. Concept works as an extension of our clients' teams, aligning strategy, technology, and execution to create measurable revenue outcomes. Our CRM Consulting practice helps businesses implement, optimize, integrate, and scale the systems that power their go-to-market teams. As certified partners of Attio, HubSpot, and Salesforce, we bring deep expertise across the modern CRM landscape. Whether clients are deploying a new platform, migrating systems, improving data quality, automating processes, or aligning sales and marketing operations, our team delivers strategic guidance and hands-on execution to maximize CRM adoption and performance. Our Sales Development team specializes in outbound prospecting, appointment setting, and pipeline generation programs that help organizations connect with qualified buyers and accelerate growth. By combining proven processes, modern sales technology, and experienced sales development professionals, we help clients build predictable pipeline generation engines. Our Marketing team develops and executes programs that generate demand, strengthen brand visibility, and support revenue growth. Through digital marketing, content creation, campaigns, and performance optimization, we help organizations attract, engage, and convert their ideal customers. Together, these three service lines enable Concept to deliver a connected approach to revenue growth—building the CRM foundation, sales processes, and marketing programs organizations need to scale. With expertise spanning Attio, HubSpot, Salesforce, and the broader revenue technology ecosystem, we help companies create efficient, data-driven go-to-market operations that generate measurable business results.

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.

I'm Nick, founder of Yolk, a one-person software studio in Utah. I build software on top of Attio: native apps, API integrations, and AI automation for teams whose workflows don't fit inside a standard CRM configuration. Most Attio experts set up your workspace. I write the code that extends it. If your process needs a portal your clients log into, an agent that enriches records overnight, a two-way sync with a system that has no off-the-shelf connector, or an app that lives inside Attio itself, that's the work I do. What I build • Custom Attio apps on the Attio SDK • API integrations and two-way syncs with tools that have no native connector • AI agents for enrichment, research, and outreach • Client portals and internal tools that read and write to Attio • Data pipelines, dashboards, and custom reporting How I work You work with me. No account manager, no handoff to a junior — the person who scopes your project is the person writing the code. Fixed scope, fixed price, no hourly billing surprises. You own everything I ship. Based in Utah (US Mountain Time), working with teams across North America.

🏆 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.

I'm Willy Hernandez, founder of The GTM Factory. I spent 10 years carrying a quota before becoming a GTM engineer. That tenure on the sales floor taught me one thing: CRMs fail when the data model fights the business. Reps work around the system, leadership gets bad forecasting, and the tool that was supposed to drive revenue becomes the thing slowing it down. My core practice with Attio: I custom-fit the CRM to how your business actually sells. That means designing the data model from first principles, not from a template. It means building pipelines, stages, qualification gates, and required fields that mirror your real motion. It means custom objects for the objects/entities that matter to your business (territories, sites, properties, contracts, assets, multi-stakeholder relationships) and the workflows that move data between them.

Cairn Advisory helps businesses improve the customer experience through smarter systems and automation. We bring decades of real operating experience to the table. We've run the business, owned the numbers, and answered for results. Cairn is built by operators, for operators.

Most CRMs make you bend your business to fit their object model. That is the constraint I spend a lot of my consulting life working around, and it is why Attio ended up in my stack. I run The Agile Good Life, a fractional RevOps and operations practice for small B2B teams, nonprofits, and founder-led companies. My starting question is never which tool. It is what does this team actually do, in what order, and who owns each handoff. The data model comes out of that answer. When the model is right, adoption stops being a training problem. A recent Attio build makes the point. A nonprofit came to me on a CRM that could not represent the thing their work revolves around: the donor relationship over time. Contacts and companies were not enough. In Attio we designed a custom Donor Record object sitting alongside Person, then built a Zapier integration that keeps it current from their donations platform. Lifetime giving, gift count, average donation, first and last gift, recurring status, and donor anniversary all land on the record automatically. Their team stopped exporting reports to answer basic questions. That build was possible because Attio let the object structure follow the process instead of the other way around. Small teams with unusual data shapes are exactly who I want to bring here.