What we've shipped, anonymized but real.

Problem. Hit the HubSpot Pro pricing wall. Workflow library at 47 active automations, half undocumented. Outbound team running Lemlist + Apollo separately, no signal flowing back to CRM. Reps duplicating data entry.

What we did. 1-day cutover. Standard tier ($4,500). Migrated 14,210 contacts, 1,402 companies, 88,402 timeline activities. Rebuilt 8 critical workflows in Attio Workflows. Wired Lemlist replies to flow back as Attio activities.

Problem. Pipedrive flattened retainers, projects, and pitches into a single Deal pipeline. Account managers losing track of scope creep. Referral flow invisible. Renewal conversations starting too late, leaking 2-3 retainers per year.

What we did. Migration + Wire ($7,500). Built 5-object data model (Companies, People, Engagements, Pitches, Referrals). Configured 4 workflows: account health alerts, referral follow-up, renewal triggers, pitch nurture. 1 week start to finish.

Problem. Clay tables enriching every record on every sync, burning 4x the credits needed. Premium providers (Lusha, Apollo) running on cold records. Bidirectional sync with Attio fragile — race conditions overwriting fresh data weekly.

What we did. Clay + Attio engagement ($4,500 standalone). Rebuilt waterfalls with 3-tier provider stack (Clay native → Datagma → Lusha). Conditioned tables to enrich only when key fields null. Switched bidirectional sync to HTTP API webhook with rate limiting. Documented every workflow in Loom.