Build your Attio workspace to enable maximum value
Evolve your Attio CRM setup to drive sales performance, save time and create a fundamentally valuable asset for your business.
Approved Attio CRM Expert
Want to optimise your Attio workspace?
We’re ready to help you optimise Attio and unlock the full capabilities of this future-fit CRM. Contact us today for an initial consultation.
Want to ensure you’re making the maximum possible use of Attio to empower your business?
Attio’s beauty is its flexibility. You can build the CRM to fit your exact business needs. However, moving beyond the ‘default’ settings, and implementing all of Attio’s features can be challenging, particularly when you don’t have time to learn everything from scratch. But, is this missing significant opportunities for growth?
We’re here to help you move beyond the basics, taking a strategic look at your Attio workspace to fine-tune it for maximum performance. We’ll work with you to build an effective data model, configure the setup for ease of use, simplify workflows, automate repetitive tasks, and get more out of your existing data, ensuring your setup is a genuine asset to your business.
Why Sideways?
Strategic Refinement
We look beyond the day-to-day and align your Attio setup with your broader commercial objectives. This isn’t just about features; it’s about creating a powerful system that directly supports your business goals.
Workflow Enhancement
We’ll identify and implement improvements to your daily processes, from automating data entry to streamlining your sales pipeline. This helps your team focus on the high-value activities they’re best at, making sales easier and more effective.
Data-Driven Insights
Your data is a goldmine of opportunity. We’ll ensure your workspace is structured to provide clear, actionable insights through custom reporting and analytics, allowing you to make smarter decisions about your sales and growth strategy.
Proactive Partnership
We don’t just fix problems; we provide ongoing guidance. We’ll take the time to listen to your team’s needs, anticipate challenges, and proactively suggest developments to your Attio setup as your business evolves.
Attio Migration FAQs
What does "workspace optimisation" actually mean?
Workspace optimisation is the process of reviewing and refining your existing Attio setup to improve its efficiency, usability, and strategic value. It’s about ensuring your CRM works for you, rather than the other way around. This can involve anything from improving team workflows and setting up new automations to revamping your reporting dashboards.
How do I know if my Attio setup needs optimising?
You might need optimisation if your team are struggling with inefficient or manual processes, if you lack clear visibility into your sales pipeline, or if you feel you’re not getting the most out of your data. If your team has to work around the system to get things done, it’s a clear sign that it’s time to refine the workspace.
Is this a one-off project or an ongoing service?
Both. We can work on a single, focused project to solve a specific problem, such as improving a particular workflow or building a new report. Alternatively, we can provide ongoing monthly support to ensure your Attio setup continuously evolves with your business, proactively guiding its development as your needs change.
What's the cost of this service?
Our service is structured to give you flexibility. For an initial, low-risk engagement, we offer Workspace Optimisation Sessions starting at £500, designed to give you immediate impact. From there, you can choose a fixed-scope project or opt for an ongoing Optimisation & Support retainer, which ranges from £500 to £1,000 per month depending on the level of dedicated support you require.
Need Other Services?
We support clients with every aspect of Attio CRM, including migrations, GTM strategy, integrations, reporting, and more.
Got More Questions?
Every business’ needs are unique. If you’re unsure how to approach your business’ workspace optimisation challenges, or want more bespoke advice, book an initial consultation today.
