Attio training built around your specific workspace. Tailored sessions, role-specific tracks & instant hands-on experience.
Our Attio training gets your team confident with the parts of the tool they’ll touch every day — navigating the workspace, finding records & keeping everything updated. We focus on the everyday actions that make the difference between a CRM people use & one they avoid.
It’s built for property & home-related businesses with small ops teams, where one or two people often carry the whole operation & there’s no time to slowly absorb a new system. Sessions are short, role-specific & based on the actual workspace you’re using — so nothing is abstract or off-the-shelf.
Attio’s own documentation is great & a focused team can learn plenty on their own. What training adds is pace: a set time to get everyone fluent together, so the workspace starts earning its keep in weeks rather than whenever someone gets around to it.
We work best in these kinds of situations. If you recognise yourself here, we’ll likely be a fit.
New to Attio & need to get productive quickly? We cover the day-to-day essentials, so your team feels confident in the tools they’ll actually use.
Already up & running but want to sharpen up? We shape each session around the gaps, so your team gets more out of the portal.
Your process is changing & Attio changes with it. We walk the team through the new setup, the thinking behind it & exactly how their day-to-day shifts.
We set up user accounts & assign the right permissions for each person.
90-min session exploring team’s (marketing, sales, service) role within the customer journey.
The team gets stuck in for two weeks while we’re on hand for email Q&A.
A 60-minute session to answer final questions & critique the work you’ve done.
A few deliberate choices shape how we work & how every engagement runs.
Every Attio training engagement is run end-to-end by a senior consultant. No discovery calls from a salesperson, then a hand-off to someone you haven’t met. The depth of expertise shows up in the build, the trade-offs & the tone of the conversation.
Expert status gives us a direct line to Attio’s product & support teams, which we use to unblock technical questions & escalate issues quickly. It’s a genuine advantage on complex builds — & one we put to work for clients. Ask for references on our intro call.
A good chunk of our work is for property businesses — developers, agencies, BTR operators — & the firms supplying them (construction, fit-out, home services, proptech). We know the lingo, the data model & the regulatory nuances, so we won’t make you explain trivial details.
Attio can do a lot, which means most engagements involve saying no to things as often as yes. We push back on configurations that’ll create maintenance debt & steer toward the smaller build that solves the actual problem. You get an opinion, not just an order-taker.
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A 90-minute kick-off where we go through each attendee’s role in the customer journey & how Attio supports it. Then two weeks of live practice in your portal with email Q&A support throughout. We close with a 60-minute debrief to review what they’ve done & critique it together.
By role — marketing, sales & service — & by seniority within each. Managers train alongside other managers; day-to-day users train alongside other users. The use cases & depth shift to match the room.
Sessions are capped at six people. We’ve found that’s the largest group that can stay genuinely engaged & still get hands-on time in a session. Bigger teams we split into multiple cohorts.
Remote, by default. It’s easier on everyone’s diary, it suits the format, & it works just as well as in-person for the kind of training we run.
Attendees work in your live Attio portal on real tasks. They’ve got email Q&A access to us throughout the two weeks — so when something gets stuck, there’s a senior consultant on hand to unblock it quickly.
Training is usually included with an Attio onboarding project. Training is usually included with an Attio onboarding project. For everything else, standard training tracks are £495 per user, with volume discounts on group sessions. Bespoke training varies — an hour’s deep dive into a single tool is fairly affordable, whereas turning someone into a super user who knows the portal inside out takes far more sessions. Either way, we’ll scope it & give you a quote upfront.
Bring us your team, your goals or a specific gap you’re trying to close. We’ll build a training plan that actually shifts the needle — & skip the parts that won’t.
