We make Attio work the way your business actually runs. At Checkmark Automations, we help small and scaling teams get real value from Attio — fast. No over-engineered systems, no bloated configurations. Just clean CRM setups, smart automations, and workflows designed around how your team actually sells, follows up, and closes. ✓ HOW WE WORK: • Discovery Call (Free, 20 min): We learn how your business operates and where the bottlenecks are. Book using the link in "Resources." • Game Plan: We map out your Attio workspace — data model, pipelines, automations — and share a clear scope and timeline. • Build & Launch: We configure everything, test it with your team, and make sure you're comfortable before we hand it off. • Ongoing Support: We don't disappear. Need a new workflow next quarter? Want to add an integration? We're a call away. ✓ WHAT WE DO IN ATTIO: • CRM Setup & Configuration: Custom objects, pipelines, views, and data architecture built for your sales process — not a generic template. • Automations & Workflows: Reduce manual busywork with automations that move deals forward, assign tasks, send alerts, and keep your CRM data clean. • CRM Migrations: Moving from HubSpot, Salesforce, Pipedrive, or spreadsheets? We'll migrate your data and rebuild your processes in Attio without the headaches. • Integrations: Connect Attio to your marketing tools, billing systems, email platforms, and everything else in your stack — using Zapier, Make, or the Attio API. • Reporting & Dashboards: Build the views and reports your team needs to see pipeline health, conversion rates, and revenue at a glance. ✓ WHO WE WORK WITH: • Small sales teams tired of clunky CRMs who want something that actually fits their workflow • Founders & solopreneurs who need a system that scales with them, not against them • Ops & RevOps leads looking to clean up data, eliminate duplicate work, and automate handoffs • Teams migrating to Attio who want a smooth transition without losing data or momentum ✓ WHY CHECKMARK: We're Certified Zapier Experts and Revenue Operations certified, and we're all-in on helping small businesses access the same caliber of CRM systems that enterprise teams take for granted — without the complexity or the enterprise price tag. Based in Bozeman, MT. Serving clients everywhere. Let's build something that works. Book a discovery call today.