Studio Setups
Move from founder-led chaos to a scalable machine. We implement strict stage-gating and validation rules, ensuring your pipeline data is clean enough for board-level scrutiny and accurate forecasting.
Best For: SaaS Founders Heads of Sales VC-Backed
Lock Down Stages
We configure validation rules. A rep cannot move a deal to "Negotiation" without filling in the "Budget" and "Decision Maker" fields first.
Stalled Deal Alerts
If a deal sits in "Demo" for 14 days without activity, Attio flags it red. Your sales manager knows exactly which deals need coaching.
Forecast Categories
We implement "Commit," "Best Case," and "Pipeline" categories. This allows you to run a Weighted Revenue forecast that creates board trust.
Lost Reason Analysis
We force a "Loss Reason" on every closed-lost deal. You get a monthly report showing exactly why you are losing (e.g., Price vs. Product Features).
