Case Studies
Zeyro
Creating a powerful single source of truth for a compliance consulting firm
- Bespoke Attio configuration
- Automated client data capture
- Deals and renewal processes
The Challenge
Zeyro is a trusted partner for financial services firms, offering critical compliance advisory services. It was operating across multiple disparate systems, resulting in the team having to ‘jump between tools’ to complete their day-to-day work. The firm also had no easy way to see the status of their client engagements or visualise performance or relationship health.
Our Solution
We consolidated all of Zeyro’s key data points and workflows into a single Attio workspace. To maximise efficiency and client delivery performance, we built a bespoke multi-tool setup to automate the collection of critical client data. With just a few clicks, Zeyro’s team could now collect custom information from any clients. The whole system provided the single source of truth Zeyro needed.
Freedom Ventures
Identifying $20-30k per week missed opportunities and fixing fast
- Problem diagnostic
- Suite of reports
- Targeted training
The Challenge
This business finance provider had inbound leads worth in the region of $20-30k per week, but was struggling to convert more than a fraction of the value. Worse; the business had absolutely minimal insight into what was going wrong, with no easily-accessible reports. They knew they were losing significant revenue potential, but they didn’t know what to fix.
Our Solution
Over a period of just 7 days, we conducted a rapid diagnosis of the issues, including missing data and incomplete workflows. We created a suite of reporting dashboards that provided full visibility into pipeline health and clearly showed where value was being lost. We then recommended a number of targeted upgrades and provided training for team implementation, creating a far more robust setup.
Entro Communications
Rebuilding commercial CRM foundations following investor aquisition
- Senior leadership consultations
- Bespoke Attio data model
- Full training resources
The Challenge
Entro Communications is a global physical infrastructure supplier with 70+ staff. Its commercial setup is complex, involving deal pipelines that comprise multiple entities and stretch for months and even years. The business had recently be acquired by an investment firm who sought to accelerate growth.
Our Solution
We supported Entro Communciations to develop an entirely bespoke Attio setup, creating robust pipelines, automations and reports that handled its complex commercial model. We consulted senior leadership to ensure the new system would deliver maximum value, and delivered training to maximise adoption.
Meridian AI
Creating a foundational CRM setup for a Series-A funded SaaS
- Custom Attio workspace
- Full GTM tech stack
- Leadership training
The Challenge
Following Series-A funding, and the onboarding of a new executive leadership team, Meridian were seeking to implement a CRM that would support their long-term growth objectives. Whilst they were already using Attio, most of the value of the tool remained unexplored. And whilst the leadership team were familiar with Salesforce, they had little knowledge of Attio.
Our Solution
Over a period of 8 weeks, we worked with the leadership team to scope, plan and implement a bespoke Attio CRM workspace and wider tech ecosystem. The new setup provided both inbound lead capture and outbound campaign management features. Now the business has a robust, scalable solution that provides clear visibility and enables proactive growth.
Tallgrass VC
Unlocking high-value IP and key relationships for an impact-driven VC firm
- Migration from AirTable to Attio
- Bespoke workspace configuration
- Integrations and workflows
The Challenge
Impact-driven VC firm Tallgrass held an incredible amount of valuable IP, but its static and cluttered database was proving to be a major growth blocker. The business had no easy way to track communications, and was unable to act fast enough to new opportunities. Data was too fragmented and nobody had a clear sense of deal flow health.
Our Solution
We supported Tallgrass to migrate their critical data from their legacy AirTable to a new, bespoke configured Attio workspace. The new workspace was fully customised to surface the insights that were of highest-value. We empowered their team to make the most of their new setup. The business now has a significantly improved system for maximising the value of their relationships.
