attio expert

Work with an Attio Expert

Get tailored Attio.com consulting and training from an experienced Attio Expert.

Expertise of an Agency, Accountability and Flexibility of an Individual

As an experienced Attio consultant, I build long-term partnerships with clients by providing strategic setup and process consulting to implement a customized, scalable solution.

An Attio Expert’s process to audit your CRM Setup

Based on my experience working on several projects, here are the levels of CRM adoption.

Assess where you and your business are with your adoption and use of Attio.

1

Account Setup

2

Standard Operating Procedures

3

Insights & Reporting

4

New User Onboarding

5

Optimization

6

Best Practices & Training

Reviews from founders who have worked with me to develop and improve their sales operations

Testimonials from my CRM Consulting clients