[ Workflows ]
Go-to-market first, then the ops that keep the business running. Your roadmap is built from this library, ranked against your stack.
[ Your stack ]
Pick the tools you already run to see the plays they power. See every tool we work with →
Bold marks the tools we run or built ourselves. The rest are the third-party options we’ll wire in instead if you already own them.
59 plays
The layer everything else runs on, from enrichment through to the warehouse underneath it.
ICP & TAM mapping
Build the full universe of accounts that fit, tiered by value.
Waterfall enrichment
Cascade data providers so every contact gets a verified email and phone.
CRM enrichment & hygiene
Auto-backfill and refresh CRM records, no rep data entry.
Programmatic list building
Turn any source (events, communities, job boards) into clean lists.
Document & deck data extraction
Decks, PDFs, and contracts read once and written into the CRM as records.
A deck lands in the shared inbox. By the time you open it, the company, the round size, and the founders are already records.
Warehouse sync & reverse ETL
Attio in and out of your warehouse, so reporting runs on data you own.
Standing up the system of record, migrating into it, and the guardrails that keep it trustworthy.
CRM as system of record
One trusted home for every account, contact, and deal.
Workflow orchestration layer
The glue that runs plays as systems, not manual handoffs.
Your client lives in HubSpot; you live in Attio. Both stay in lockstep. Nobody copy-pastes anything.
Attribution & analytics
Know which channels actually create pipeline.
Pipeline inspection & forecasting
Call the quarter from data, not vibes.
CRM migration & implementation
Move off the old CRM without losing history, and land in a model that fits.
Ten years of Affinity history lands in Attio over a weekend, deduped, remapped, and better organised than it was.
Approvals & data guardrails
Stop records reaching a stage until your conditions are actually met.
Know who is in market before they raise a hand.
Website visitor ID → outreach
Identify anonymous visitors on key pages and reach out while it's hot.
Champion job-change tracking
Past buyers land at new ICP companies, you hear about it first.
Your champion switches companies. Attio spots it, enriches the new account, and tees up the warm intro.
Funding & news triggers
Outreach timed to raises, launches, and press.
A watchlist company raises. The deal brief writes itself before the Monday partner meeting.
Hiring triggers
Job posts that signal your problem become outreach lists.
Tech-stack change detection
Catch accounts adopting or dropping relevant tools.
Social engagement signals
Turn LinkedIn engagers into a prioritized outreach list.
Third-party intent data
See which accounts are researching your category.
Signal digests to sellers
Every signal per account, delivered to reps in Slack.
Volume with precision: infrastructure, sequencing, personalization.
Cold email at scale
Sequenced campaigns across rotating inboxes.
Deliverability infrastructure
Domains, warmup, and monitoring that keep you out of spam.
LinkedIn outreach
Connection and message sequences across sender seats.
Multichannel sequencing
Email, LinkedIn, and phone coordinated per prospect.
AI personalization at scale
Agents research each account and draft specific angles.
Autonomous AI SDR
The full loop run by an agent, with human oversight.
The network you already have, worked systematically.
Warm intro path mining
Map who your network actually knows inside target accounts.
Someone in your network changes roles. The relationship map updates itself, and suggests the congrats note.
Past champion reactivation
Systematically re-engage the people who already bought from you.
Closed-lost revival
Re-open lost deals the moment something changes.
Every hand-raiser enriched, scored, routed, and booked in minutes.
Lead scoring & routing
Enrich, score, and route every inbound lead instantly.
A pricing question lands in support. It becomes a routed, briefed sales opportunity, automatically.
Speed-to-lead
Form-fill to booked meeting in minutes, not days.
A lead hits your intake form. Enriched, announced in Slack, and briefed before you've said hello.
Form shortening
Ask for the email, enrich the rest behind the scenes.
Website personalization & AI chat
Pages and conversations that adapt to who's visiting.
Ads and outbound coordinated on the accounts that matter.
Audience syncing to ads
CRM segments and signals pushed to ad platforms automatically.
Target-account plays
Coordinated ads + outbound + exec touches on named accounts.
Intent-based retargeting
Ads matched to what identified visitors looked at.
Show up where buyers are (feeds, forums, and events) and capture who engages.
Founder-brand content engine
A sustainable cadence, plus mining who engages.
Community monitoring
Show up helpfully where your buyers actually ask.
Newsletter & nurture
Keep not-ready-yet prospects warm until timing turns.
Event & webinar operations
Registrants into Attio, targeted before the event and worked after it.
Fifty people register for the webinar. Before it starts you know which nine are open deals and which four are ICP you have never spoken to.
Calls, prep, follow-up, and proposals that run themselves.
Call recording & intelligence
Every conversation captured, transcribed, and mined.
Automated meeting prep
A context brief lands before every external meeting.
Post-call follow-up drafting
Follow-up emails draft themselves from the transcript.
The call ends. The follow-up email and the meeting notes are already waiting for your edit.
Proposal generation
From discovery call to signable proposal in minutes.
Digital sales rooms
One shared link per deal for the whole buying committee.
Product usage decides who sales talks to, and when.
PQL scoring & routing
Product usage decides who sales talks to.
Usage-based expansion triggers
Expansion moments surfaced from the usage data.
A customer's usage jumps 340% overnight. Sales hears about it while it's still a buying signal, with the outreach already drafted.
Trial nurture & conversion
Behavior-triggered nudges from signup to paid.
Onboarding, delivery, support, and billing: the run-the-business side, worked like pipeline.
Onboarding automation
A tracked, nudged path from signed to launched.
Health scoring & churn signals
See churn coming months before renewal.
A payment fails on a good customer. The recovery email goes out before the churn does.
Renewal & expansion plays
Renewals worked like deals, with value recaps built from usage.
Win-back campaigns
Churned customers re-engaged when something changes.
Client delivery & project tracking
Projects, milestones, and owners run as pipeline after the sale.
Support desk in the CRM
Every ticket attached to the account, and feeding the health score.
A customer complains in a shared Slack channel. It becomes a tracked ticket, an owner, and a mark against the renewal.
Invoicing & collections
Closed-won to cash, tracked in the same place as the deal.
The deal closes Friday. The invoice went out Friday, and the reminder ladder is already scheduled.
Reviews & referral generation
Ask happy customers at the right moment, and put the proof to work.
A customer says something kind in Slack. It becomes a review request, a published testimonial, and two intros.
Your partners' books, overlapped with yours.
Ecosystem account mapping
Overlap your accounts with partners' books.
Co-selling & intros
Systematic intro swaps on overlapped accounts.
Partner & affiliate sourcing
Your outbound engine pointed at partners.
Finding your eight is what the roadmap is for.