Work example of our expert

Amaury Amal · Attio Expert Partner
Client: Carré Partners

I built, and I still run, the entire Attio system of a private-markets investment firm.

Wiring a parallel dialer into Attio to make call performance measurable

THE SITUATION
The sales team ran its outbound calls in a dedicated parallel-dialing tool. None of it came back into the CRM. Nobody could say which call list actually produced results, or which rep had worked which list. The lists themselves were invisible inside Attio, so the sales team lived in two tools at once.WHAT I BUILT
An interface between the dialing tool and Attio, built in n8n. Call activity and list membership land directly on the Attio record. List assignment is visible on the record, so the team works from Attio views instead of switching screens.THE OUTCOME
Call-list performance became measurable — per list and per rep — and joined the same reporting layer as the rest of the funnel. The sales team gained clear, purpose-built views. Delivered in 2 days.

A form architecture that turns every submission into reportable data

THE SITUATION
Forms were a primary entry point into the business, but submissions arrived in a shape nobody could use. Answers weren't standardised, maintaining them meant going question by question, and none of it could be leveraged in reporting.WHAT I BUILT
A dedicated form-submission object in Attio. Every question in the form builder is mapped to a standardised attribute with a controlled set of possible answers, and each form gets its own workflow. One standard interface, one standard attribute set, connected end to end.THE OUTCOME
Answers are consistent by design, maintenance happens in one place, and submissions feed reporting directly. A new form now ships in about an hour — at a rhythm of roughly two per month.

Automated nurturing that walks users to the end of a multi-step onboarding

THE SITUATION
Onboarding ran across several steps — subscription, compliance checks, payment. People stalled at a step and stayed there, and every stalled person had to be chased by hand. That doesn't scale, and the chasing crowded out the work that actually moves the business.WHAT I BUILT
A lifecycle status on the record, plus a workflow with a switch on that status that routes each person into the sequence matching their exact stage. One workflow, one sequence, one message per stage — an independent structure, so adding a stage means adding a branch, not rebuilding the system.THE OUTCOME
Follow-up runs on its own. The team only touches exceptions — the signed-but-not-paid phone calls, roughly thirty minutes a week. The nurturing logic extends to a new stage without touching what already works.