How we work
How an engagement runs, from discovery call to handover
Seven stages. Each one says what you get and what we need from you. Fixed scope, fixed fee, agreed before kickoff. You own everything at handover.
The seven stages
Most of the work is ours. The parts that need you are short, and they decide how well the CRM fits.
Discovery call
A 30 minute call about how your team works today and what the CRM needs to do. If Attio is not the right fit, we say so.
What you get
- An honest read on your current setup
- A view on whether Attio fits how you work
- A rough shape of what the engagement would cover
What we need from you
- Someone who knows how deals, contacts, or LPs actually move through the team
- A quick look at the current CRM or spreadsheets
- The problems you want solved, in your own words
Written proposal with a fixed scope
After the call you get a written proposal. It says what we will build, what is out of scope, and the fee. Fixed scope, fixed fee, agreed before kickoff.
What you get
- A written scope of what gets built and migrated
- A clear list of what is not included
- A timeline tied to that scope
- A fixed fee, agreed before any work starts
What we need from you
- A read of the proposal and any questions
- Sign-off from the person who makes the decision
Kickoff
A short session to agree the plan, the contacts on each side, and the access we need. Work starts here.
What you get
- A schedule for each stage
- One named contact on our side
- A clear list of the access and exports we need
What we need from you
- One day-to-day point of contact on your team
- Access to Attio and to the tool you are leaving
- The list of tools that should connect to the CRM
Data model design
Before anything is built, we map your objects, attributes, and relationships on paper. This is the step that decides whether the CRM is still clean in two years.
What you get
- A data model designed around how your business works
- A walkthrough of the model before it is built
- A chance to change it while change is cheap
What we need from you
- Time to walk us through real examples of your workflow
- Feedback on the draft model
- Sign-off on the model before the build starts
Build and migration
We build the workspace, connect the agreed integrations, and run the migration. Dry run first, production when you sign off.
What you get
- The workspace built to the agreed model
- A dry run of the migration you can check
- Visibility at every step, with no black box
What we need from you
- Spot checks on records you know well after the dry run
- Sign-off before the production cutover
- Quick answers when a data question comes up
Team training
We train the people who will use the CRM every day, on their own workspace and their own data.
What you get
- Training sessions for your team
- Recorded walkthroughs to rewatch later
What we need from you
- The people who will use the CRM daily in the sessions
- Time on their calendars to attend
Handover with documentation
You get the workspace, the data, and the documentation. You own everything. No retainer, no lock-in.
What you get
- Full documentation of the model, automations, and integrations
- Ownership of the workspace and everything built in it
- A system that does not depend on us to keep running
What we need from you
- A named owner for the workspace on your side
How pricing works
Fixed scope, fixed fee, agreed before kickoff.
The written proposal sets both, so you know what you are getting and what it costs before work starts. No open-ended billing and no retainer.
FAQ
It depends on the scope, and the proposal states the timeline before you sign. A standard implementation usually runs two to three weeks from kickoff. A migration adds time based on data volume and the old tool's API limits.
Three roles. A decision maker who signs off the proposal and the data model. A day-to-day point of contact who knows how work actually moves and can answer questions quickly. And the people who will use the CRM every day, for training.
You own the workspace, the data, and the documentation. There is no retainer and nothing stops working when we leave. If something comes up later, get in touch. Any new work is scoped the same way: fixed scope, fixed fee, agreed before kickoff.
Start with a discovery call
30 minutes. We look at your current setup and tell you honestly what it needs. A written proposal follows if it is a fit. Not ready for that? Start with the free Attio audit.