sales-attio

Name: sales-attio
Author: sales-skills

86stars9forks

How to install sales-attio?

sales-skills/sales/sales-attio

$npx -y skills add sales-skills/sales --skill sales-attio

Installs into the current project.

Summary

Attio platform help — AI-native CRM with custom objects, relationship database, deal pipelines, email sequences, automations, and built-in enrichment for 80,000+ startups. Covers custom data model design (objects, attributes, relationships), pipeline configuration, workflow autom

Files · 1

View on GitHub

SKILL.md

1	# Attio Platform Help
2
3	Helps the user with Attio CRM questions — from custom data model design and deal pipeline configuration through automations, email sequences, AI features, and API integration.
4
5	## Step 1 — Gather context
6
7
8	If `references/learnings.md` exists, read it first for accumulated knowledge.
9
10	Ask the user:
11
12	1. What do you need help with?
13	- A) Data model — custom objects, attributes, relationships
14	- B) Deal pipelines — stages, views, automation triggers
15	- C) Email sequences — setup, templates, tracking
16	- D) Automations — workflow builder, triggers, actions
17	- E) AI features — Ask Attio, research agents, auto-enrichment
18	- F) API / integrations — REST API, webhooks, Zapier, Make, MCP
19	- G) Reporting — charts, dashboards, funnel analysis
20	- H) Pricing / plan selection — Free vs Plus vs Pro vs Enterprise
21	- I) Something else — describe it
22
23	2. What's your team size?
24	- A) Solo / 1-3 people (Free tier fits)
25	- B) Small team 4-15 (Plus territory)
26	- C) Growing team 15-50 (Pro territory)
27	- D) 50+ (Enterprise territory)
28
29	3. What CRM are you coming from?
30	- A) No CRM — first time
31	- B) Spreadsheets / Notion
32	- C) HubSpot
33	- D) Salesforce
34	- E) Folk / Clay / other modern CRM
35	- F) Other — name it
36
37	If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.
38
39	## Step 2 — Route or answer directly
40
41	If the request maps to a specialized skill, route:
42	- CRM data quality strategy across platforms → `/sales-data-hygiene`
43	- Outbound sequence design → `/sales-cadence`
44	- Contact enrichment strategy → `/sales-enrich`
45	- Tool integration patterns → `/sales-integration`
46	- Lead scoring design → `/sales-lead-score`
47	- Deal health inspection → `/sales-deal-inspect`
48	- Revenue forecasting → `/sales-forecast`
49	- Lead routing rules → `/sales-lead-routing`
50
51	Otherwise, answer directly from platform knowledge below.
52
53	## Step 3 — Attio platform reference
54
55	Read `references/platform-guide.md` for detailed module documentation, pricing, integrations, and data model.
56
57	You no longer need the platform guide details — focus on the user's specific situation.
58
59	## Step 4 — Actionable guidance
60
61	### Setting up Attio for the first time
62
63	\| Step \| What to do \| Why it matters \|
64	\|---\|---\|---\|
65	\| 1. Map your data model \| List all entity types and relationships before creating objects \| Prevents restructuring later — get the model right first \|
66	\| 2. Start with standard objects \| Use People, Companies, Deals before creating custom objects \| Standard objects have built-in enrichment and integrations \|
67	\| 3. Connect email \| Sync Gmail/Outlook for automatic contact creation \| Populates CRM passively from email activity \|
68	\| 4. Set up pipelines \| Create deal stages matching your actual sales process \| Kanban views only work if stages match reality \|
69	\| 5. Import existing data \| CSV import or API sync from previous CRM \| Clean data during import — don't migrate junk \|
70	\| 6. Build automations gradually \| Start with 2-3 simple automations, add complexity later \| Complex automations break silently if you overengineer early \|
71
72	### When to upgrade from Free
73
74	\| Signal \| Recommended plan \|
75	\|---\|---\|
76	\| 4th team member needs access \| Plus ($29/seat/mo) \|
77	\| Need advanced reporting or more automations \| Plus \|
78	\| Want AI research agents and Ask Attio \| Pro ($69/seat/mo) \|
79	\| Need SSO/SAML or SOC 2 compliance \| Enterprise \|
80	\| Outgrew Attio entirely (50+ seats, complex RevOps) \| Consider HubSpot or Salesforce \|
81
82	### Migrating from HubSpot
83
84	1. Export contacts, companies, deals from HubSpot as CSV
85	2. Map HubSpot properties → Attio attributes (create custom attributes for non-standard fields)
86	3. Import in order: Companies → People → De

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sales-attio

86stars9forks

View on GitHub

How to install sales-attio?

sales-skills/sales/sales-attio

$npx -y skills add sales-skills/sales --skill sales-attio

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Attio Platform Help
2
3	Helps the user with Attio CRM questions — from custom data model design and deal pipeline configuration through automations, email sequences, AI features, and API integration.
4
5	## Step 1 — Gather context
6
7
8	If `references/learnings.md` exists, read it first for accumulated knowledge.
9
10	Ask the user:
11
12	1. What do you need help with?
13	- A) Data model — custom objects, attributes, relationships
14	- B) Deal pipelines — stages, views, automation triggers
15	- C) Email sequences — setup, templates, tracking
16	- D) Automations — workflow builder, triggers, actions
17	- E) AI features — Ask Attio, research agents, auto-enrichment
18	- F) API / integrations — REST API, webhooks, Zapier, Make, MCP
19	- G) Reporting — charts, dashboards, funnel analysis
20	- H) Pricing / plan selection — Free vs Plus vs Pro vs Enterprise
21	- I) Something else — describe it
22
23	2. What's your team size?
24	- A) Solo / 1-3 people (Free tier fits)
25	- B) Small team 4-15 (Plus territory)
26	- C) Growing team 15-50 (Pro territory)
27	- D) 50+ (Enterprise territory)
28
29	3. What CRM are you coming from?
30	- A) No CRM — first time
31	- B) Spreadsheets / Notion
32	- C) HubSpot
33	- D) Salesforce
34	- E) Folk / Clay / other modern CRM
35	- F) Other — name it
36
37	If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end.
38
39	## Step 2 — Route or answer directly
40
41	If the request maps to a specialized skill, route:
42	- CRM data quality strategy across platforms → `/sales-data-hygiene`
43	- Outbound sequence design → `/sales-cadence`
44	- Contact enrichment strategy → `/sales-enrich`
45	- Tool integration patterns → `/sales-integration`
46	- Lead scoring design → `/sales-lead-score`
47	- Deal health inspection → `/sales-deal-inspect`
48	- Revenue forecasting → `/sales-forecast`
49	- Lead routing rules → `/sales-lead-routing`
50
51	Otherwise, answer directly from platform knowledge below.
52
53	## Step 3 — Attio platform reference
54
55	Read `references/platform-guide.md` for detailed module documentation, pricing, integrations, and data model.
56
57	You no longer need the platform guide details — focus on the user's specific situation.
58
59	## Step 4 — Actionable guidance
60
61	### Setting up Attio for the first time
62
63	\| Step \| What to do \| Why it matters \|
64	\|---\|---\|---\|
65	\| 1. Map your data model \| List all entity types and relationships before creating objects \| Prevents restructuring later — get the model right first \|
66	\| 2. Start with standard objects \| Use People, Companies, Deals before creating custom objects \| Standard objects have built-in enrichment and integrations \|
67	\| 3. Connect email \| Sync Gmail/Outlook for automatic contact creation \| Populates CRM passively from email activity \|
68	\| 4. Set up pipelines \| Create deal stages matching your actual sales process \| Kanban views only work if stages match reality \|
69	\| 5. Import existing data \| CSV import or API sync from previous CRM \| Clean data during import — don't migrate junk \|
70	\| 6. Build automations gradually \| Start with 2-3 simple automations, add complexity later \| Complex automations break silently if you overengineer early \|
71
72	### When to upgrade from Free
73
74	\| Signal \| Recommended plan \|
75	\|---\|---\|
76	\| 4th team member needs access \| Plus ($29/seat/mo) \|
77	\| Need advanced reporting or more automations \| Plus \|
78	\| Want AI research agents and Ask Attio \| Pro ($69/seat/mo) \|
79	\| Need SSO/SAML or SOC 2 compliance \| Enterprise \|
80	\| Outgrew Attio entirely (50+ seats, complex RevOps) \| Consider HubSpot or Salesforce \|
81
82	### Migrating from HubSpot
83
84	1. Export contacts, companies, deals from HubSpot as CSV
85	2. Map HubSpot properties → Attio attributes (create custom attributes for non-standard fields)
86	3. Import in order: Companies → People → De

People who liked this also viewed

6 picks

Type