attio-setup

Files (4)

• SKILL.md
• framework-notes.md · references/
• check-output.py · scripts/
• output-template.md · templates/

SKILL.md (first lines)

# Attio Setup

## Overview

Attio is the modern programmable CRM. Unlike HubSpot (unified suite) or
Salesforce (enterprise customizability), Attio is built for teams that want
a CRM that works like a database — flexible objects, real-time collaboration,
and API-first architecture. Best for startups and growth-stage B2B SaaS that
find HubSpot too rigid and Salesforce too heavy.

## Authoritative Foundations
- **Attio Help Center — Objects, lists, and attributes** — Model standard and custom objects and their attributes before importing; use lists for pipelines and workflows rather than duplicating records.
- **Attio — Workflows** — Automate record-change triggers such as enrichment on create, owner assignment, and stage-based tasks inside the CRM.
- **Winning by Design — Revenue Architecture** — Bowtie lifecycle model — align sales, marketing, and CS on stage-based outcomes.

## When to Use

- "Set up Attio for our sales team"
- "Configure Attio objects and pipelines"
- "Build Attio workflows"
- "Migrate to Attio from HubSpot/Salesforce"
- "Set up enrichment in Attio"

## Step-by-Step Process

Load **crm-toolkit** first — crm-selection, contacts-vs-leads (Attio has **no Lead object**
— use `status` on People + **lists as SDR queues**), and attio-blueprint.

### Phase 1: Object Model

Attio is object-based. Standard: Companies, People, Deals. Custom objects
for anything: Subscriptions, Customer Success Plans, Partner relationships.

**Contacts vs leads:** No Lead object and no conversion step. Inbound → Person
with `status=inbound`; SDR list filters the queue; qualified → create Deal.
See **crm-toolkit** → contacts-vs-leads reference.

**Key difference vs Salesforce:** No rigid Lead→Account→Contact hierarchy.
Everything is a flat object that can be linked. A Person can belong to multiple
Companies. A Deal can involve multiple People.

### Phase 2: Lists and Views

Lists are Attio's killer feature. Create dynamic lists based on any attribute:
"Companies in my ICP with no open deals," "Deals stalled >14 days," "Contacts
with unverified emails."

Views: kanban, table, timeline, list. Each view filters a list. Share views
with the team. Save frequently-used views.

### Phase 3: Workflows

Attio's automation engine. Triggers: record created/updated/deleted, list
membership changed, date reached. Actions: update record, create task, send
Slack notification, call webhook.

Key workflows:
- New deal created → assign rep, create onboarding task
- Deal stalled >14 days → Slack alert to manager
- Company added to ICP list → auto-enrich via webhook
- Contact email unverified → flag for verification

### Phase 4: Enrichment Integration

Attio's API-first design makes enrichment integration clean:
- Webhook on record create → external enrichment → write back to Attio
- Scheduled list-based enrichment: "enrich all companies added this week"
- Real-time enrichment via Zapier/Make triggers

### Phase 5: Collaboration

Attio's real-time collaboration: multiple team members editing the same
record simultaneously. Notes, comments, mentions. Slack integration for
notifications on deal changes, new assignments, and stalled deals.

## Output Format

Attio configuration document with: object model design, list/views catalog,
workflow automation map, enrichment integration setup, and team collaboration
guidelines.

## Quality Check

- [ ] Object model: Companies, People, Deals configured with custom attributes
- [ ] Key Lists created (ICP companies, stalled deals, unverified contacts)
- [ ] Workflows automating repetitive tasks
- [ ] Enrichment integration via webhooks active
- [ ] Team views shared and adopted

## Common Pitfalls

1. **Over-building objects.** Start with Companies, People, Deals. Add custom
   objects only when these three can't represent what you need.

2. **No lists.** Lists are Attio's superpower. Without them, it's just a
   spreadsheet. Build lists for every segment and workflow trigger.

3. **HubSpot migration without cleanup.** Moving bad data to Attio is just
   bad data in a better tool. Clean your data before migrating.

4. **API-first without API use.** Attio's API is the differentiator. Use it
   for enrichment, automation, and custom integrations.

## Execution Artifacts

- `references/framework-notes.md` — named frameworks, citation anchors, and operating assumptions
- `templates/output-template.md` — copy-paste deliverable structure for the user
- `scripts/check-output.py` — local checklist validator for required sections
This skill includes lightweight artifacts the agent can load on demand:
Use the artifacts when the user asks for an implementation-ready deliverable, a repeatable workflow, or a quality check rather than generic advice.

## Related Skills

- **crm-toolkit**: Selection, contacts-vs-leads, attio-blueprint, partners
- **crm-integration**: CRM configuration principles
- **pipeline-management**: Deal stage design
- **hubspot-setup**: HubSpot alternative (lifecycle stages)
- **salesforce-setup**: Salesforce alternative (Lead convert)

From LeadMagic/gtm-skills, MIT.

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