Attio Client Workspace Setup (Onboarding)

Attio Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and set object limits before importing anything

   Attio caps objects by plan: 3 on Free, 5 on Plus, unlimited only from Pro up. Map the client's sales process to contacts, companies, deals, and at most two custom objects, then confirm the plan tier covers the count. A 20-hour setup budget (the Attio CRM Starter Setup fee is $2,250) assumes this mapping is agreed in the kickoff call, not discovered mid-build.

2. 02

   Configure pipeline stages and custom fields against the client's actual deal flow

   Build stages in the deals object and add custom fields for the qualification criteria the client's reps already use. Keep the field count tight: every extra field is a field the client's team will leave blank, and blank fields break the AI scoring rules configured later.

3. 03

   Connect Gmail or Outlook and calendar sync per seat

   Email and calendar sync is what populates Attio's unified customer context, so connect it before any data migration. Verify each client seat shows captured threads and meetings; a seat that syncs nothing will silently starve the workflows built in the next step.

4. 04

   Build two automated workflows: lead intake and follow-up reminders

   Wire lead capture from email, Typeform, and webhooks into the correct pipeline, then add follow-up reminder automation. This is the deliverable that replaces the client's spreadsheet-and-manual-chase process, and it is the fastest visible win in the first retainer month.

5. 05

   Set AI scoring rules and route leads to the right pipeline

   Define scoring criteria from the custom fields configured earlier and attach routing rules so inbound leads land with the correct owner. Budget roughly a day per client for this step; it is the piece that makes the retainer defensible rather than a data-entry service.

6. 06

   Migrate existing contacts and deals, then reconcile against the client's source export

   Import the client's current CRM export or spreadsheet, deduplicate against synced email contacts, and reconcile record counts with the client before sign-off. Use the API and webhooks for repeatable migration rather than one-off manual imports, so the same kit clones cleanly to the next client.

7. 07

   Confirm white-label and multi-tenant terms in writing before the client sees the workspace

   Attio is positioned for in-house revenue teams and there is no verified agency or multi-tenant reseller program. Get the client's written acceptance of Attio branding inside the workspace, and price the retainer around setup plus optimization (the blueprint suggests $297/mo per client) rather than reselling seats.

8. 08

   Hand off with a recorded walkthrough and a named owner on the client side

   Close onboarding with a short screen recording covering pipeline views, the two live workflows, and where reports live. Name one client-side admin who can approve field changes, so delivery scope stays inside the retainer instead of drifting into unbilled configuration work.