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Attio For Consulting Firms

Build Attio To Master Strategic Client Engagement & Project Acquisition For Your Firm

Accelerate Business Development

Maximise your pipeline from lead generation to proposal delivery, ensuring high-value projects are secured efficiently.

Cultivate Strategic Relationships

Nurture and leverage your network to foster enduring, high-impact client partnerships and secure repeat engagements.

Gain Unrivalled Commercial Insight

Achieve complete visibility over your deal pipeline, client interactions, and market opportunities for astute decision-making.

Why Sideways CRM?

We support Consulting Firms to implement and optimise Attio, the flexible, powerful, AI-native CRM that’s truly built for strategic growth and client intelligence.

⭐⭐⭐⭐⭐ Official Attio CRM Expert Partner

What We Can Achieve

Strategic Business Development Engine

Utilise Attio to manage your entire new business and referral pipeline. We design setups that make lead qualification, complex proposal management, and project closure seamless, ensuring your firm consistently wins high-impact engagements.

Centralised Client Intelligence Hub

Consolidate all critical client-facing communications and relationship data in one place. We build setups that support thought leadership outreach, account-based growth, and strategic partner management, providing leadership with immediate access to all vital commercial and relationship intelligence.

Intelligent Engagement Workflows

Leverage Attio’s automation and AI to streamline your pre-sales and client nurturing processes. We build intelligent workflows and sequences within Attio, or integrated with your other tools, to automate outreach, follow-ups, and key milestone tracking, freeing your consultants for high-value strategic work.

Integrated Growth Technology Stack

Place Attio at the core of your firm’s revenue-generating technology. We integrate seamlessly with your existing marketing automation, enrichment, and communication tools, creating a unified view of your market opportunities that informs strategic direction and accelerates sales.

The First Step: Get Your Blueprint

Your Fixed-Price Guarantee. Secure total certainty by starting with a comprehensive planning process. The Blueprint fully plans and scopes your setup to eliminate project risk.

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Ready to get started?

Get in touch today to arrange an initial consultation

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Our Services

How we support Attio clients.

Client Work

Example projects and testimonials.

Guides & Insights

Learn about Attio setup.