Not "in phase two." Hunt and Machine sets up Attio the way a systems engineer would: decisions first, build second, handover in writing. Five business days from access granted, done for you, at a fixed fee.
Attio is the best CRM for teams who think in data, but most companies stall for weeks deciding on objects, attributes, and views, then import a messy spreadsheet on top of it and spend the next quarter cleaning up. Meanwhile the sales team keeps working out of email and nobody trusts the pipeline. The bottleneck is not the tool. It is the hundred small decisions nobody owns. We own them.
A statewide professional association with more than 30,000 CRM records needed its legacy data moved to a new platform. A trial migration attempted before the engagement had failed hard: roughly 64,000 import errors, junk and duplicate records flooding the target portal, and a legacy sync still running that kept re-polluting whatever got cleaned. Client and partner names withheld; the numbers are the engagement as it ran.
First move: disconnect the legacy sync, because no cleanup survives while the source of the mess is still writing. Then clear, then map, then test. Each step made the next one safe.
A clean, field-mapped test batch of real records went to the client the same day, with a plain request: check these against your source data before anything moves at volume.
After a 64,000-error failure, the fastest way to rebuild confidence was to hand them something inspectable within the day. They signed off on records they could check, not a plan they had to trust.
Every choice that needs your input arrives as a pre-filled decision sheet with a recommended default already in place. You say "yes" or "change that." Nobody stares at a whiteboard, and nobody sits through a discovery workshop.
You get the decisions sheet before the one 60-minute call. Every field has a recommended default, so the call is confirmation, not invention.
Objects, attributes, statuses, and views built to the confirmed sheet. Your import is mapped column by column and test-loaded.
A small set of real records, every column mapped to its destination field, sent for your sign-off. Nothing moves at volume until you approve what you can inspect.
Full import with dedupe, a training session on your live data, and a written handover doc: what was built, why, and the exact settings. You own the system, not our memory.
HubSpot charges $3,000 for onboarding that is guidance only; you still do the building. Done-for-you implementations from partner agencies run $6,000 to $30,000 and take a month or more. This is done for you, on Attio, in five business days, for less than HubSpot charges to tell you what to do.
We have run a complete CRM migration onto Attio for a health-tech company, preserving hundreds of live automations. This offer is that experience packaged into a fixed scope at a fixed price.
Invoiced 50% to start, 50% on handover. One revision pass on views and attribute naming is included within the 5 days. You keep everything: the workspace, the decisions sheet, the handover doc.
Start your onboarding →| Day | What happens |
|---|---|
| 0 | You grant workspace access and send your import file. Clock starts. |
| 1 | Decisions call (60 min) using the pre-filled decisions sheet. |
| 2-3 | Build: objects, attributes, statuses, views. Import mapped and test-loaded. |
| 4 | Full import with dedupe. Your review pass. |
| 5 | Training session (60 min) plus written handover doc delivered. |
If access or the import file arrives late, the timeline shifts with it. Everything else is on us.
White-label CRM onboarding delivery for agencies that sell implementations and hate delivering them. You close the deal. You keep the relationship. We run the onboarding under your brand, on a fixed fee, in five business days. Your client never hears our name.
| Engagement | Wholesale (you pay) | Typical agency retail |
|---|---|---|
| Standard CRM onboarding | $1,950 | $3,500 to $6,000 |
| Migration or rebuild (data move, pipeline redesign, or salvage of a broken instance) | $3,950 | scoped at your retail |
You set your own retail. Most agencies mark up 2x to 3x and still come in under what an hourly shop would have billed them.
Every client-facing document carries your logo and your name. Templates delivered for your review before anything reaches the client.
From the day we have access and the completed intake form. The hourly wholesale market delivers whenever the hours run out. We do not bill hours.
A recap after every client touchpoint, ready to forward. Nothing goes to your client half-done, and every send is confirmed before we count it done.
Every deliverable, its status, and what is blocking it. You always know where the engagement stands without asking.
What we need from you: client access to the CRM and connected tools (read-only where possible, admin where the build requires it), and one completed intake form. The form replaces the kickoff meeting; it takes your client about twenty minutes.
Capacity: we deliberately run a limited number of onboarding slots per month so the five-day SLA holds. Slots are first-committed, first-served. If a month is full, you get the next available window in writing before you commit.
Conflicts, stated plainly: every inbound is conflict-checked before we engage. If your shop overlaps a lane we already occupy, we tell you on the first call and part as friends.
Tell us where your onboarding stands. We reply with the pre-filled decisions sheet and a proposed Day 1 call.
Prefer to talk first? Grab a 30-minute slot →
Agency? Say so below and we bring wholesale pricing to the call.