We are an official Attio Founding Expert Partner, and we usually standardize the commercial frontend on Attio. PATCH builds the system underneath it: product usage, billing, and support joined in your warehouse, with enrichment, routing, and lifecycle workflows shipped as code to your repo. Attio stays the surface your team lives in.
We do the work. You own the machine. Attio live on its foundation in month one.
A serious Attio implementation starts under the CRM: a data model matched to how you sell, product usage, billing, and support joined in your own warehouse, and enrichment, routing, and lifecycle workflows shipped as code. Attio becomes the working surface, the joined revenue memory behind it does the thinking, and you own all of it.
Every workflow patch behind your Attio reports the revenue it touched in a weekly ROI report. The data model sharpens, the workflows extend, and the system trends up, in infrastructure you own.
AI Terrain Mapping reads your current CRM state alongside every source around it: product analytics, billing, support, spreadsheets. What the team believes about accounts and deals, compared against what the systems prove, charted into a map your team can inspect and correct.
Output: the terrain map, committed to your PATCH repo
We design the Attio data model around how you actually sell, then join product usage, billing, and support behind it in your warehouse. Every attribute in Attio traces to a source. One account truth, with no duplicate records arguing with each other.
Output: an Attio model backed by one joined memory
Memory shows what is true. Foresight shows what to move: the usage spike without a deal, the expansion no one owns, the renewal carrying support risk, all surfaced into the Attio views your team already works.
Output: the queue of next actions, inside Attio
The next action becomes a workflow patch: enrichment, routing, lifecycle, alerts, all as code in your repo, all landing in Attio as clean records, tasks, and views. Verified against live data before your team relies on it.
Output: a verified workflow, live behind your Attio
Every patch reports back: what the system surfaced in Attio, what the team acted on, and the revenue it moved, trending week over week. The ROI report reads like an instrument, not a slide deck.
Output: the weekly ROI report, revenue moved
The result feeds the model. Attributes sharpen, joins extend, routing rules adjust. Attio stays clean because the system underneath it is clean, and it compounds in infrastructure you own.
Output: a sharper model, and the next patch ships
Attio, implemented by a Founding Expert Partner. Scope it in 20 minutes.
Book a 20-minute call
attio
stripe
snowflake
segment
postgres
slack
hubspot
mixpanel
intercom
zendesk
linear
bigquery
salesforce
posthog
amplitudeWe absorb your context, design the model, and deploy the foundation around Attio. Concrete by design: warehouse live, model migrated, first workflow running, and code committed to your repo.
Your team names the CRM bottleneck worth fixing first. We chart every source around Attio and design the data model underneath it.
Attio runs on the new model with your records migrated and reconciled. Signal goes in, clean records come out.
Enrichment, routing, and Slack alerts go live behind Attio. Your team works the views, and we push changes as you learn.
Code in your repo, data in your warehouse, Attio humming on top. The foundation is live, or your money back. Then we queue the next patch.
You own the artifacts. You commission the work. The Attio workspace, the data model, the warehouse, and every workflow behind them: code in your repo, data on your infrastructure, docs your team can read. It's the CRM admin, RevOps, and analytics function you'd otherwise hire, running before you can justify the headcount. Cancel any month and the system keeps running.
Not a Notion deliverable. This board is our own PATCH instance, live: the same system we run behind Attio across 30+ owned client systems, operated weekly.
In 20 minutes you'll know what your Attio implementation should include, where your data needs joining, and what it takes to ship it as code. Foundation live in month one, or your money back.
