From live client work: CRM architecture and migrations, the data pipelines behind outbound, and the AI systems built on top of both.
It is almost never the CRM. A join key nobody retired, a table built for one board meeting, a stage that counts quotes as orders. The five causes I find, with the six-figure example that came from one of them.
Read the article →Yes for a retained or boutique search desk, with two honest conditions. The data model that works, what Attio will not do, and what a real migration out of a legacy ATS looked like.
I audited 14,504 cold emails and the campaign that returned nothing from 141 sends was a broken merge variable, not spam filtering. The checks to run, in order, before you blame the inbox.
A practitioner's guide to migrating from HubSpot to Attio. What carries over cleanly, what quietly breaks, and the order of operations that keeps your deal history and reporting intact.
If something here maps to a problem you've got, a short call is the fastest way to find out whether I can help.
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