A climate / supply-chain SaaS startup: Attio CRM cleanup, GTM reporting dashboard, GTM agent & outbound automation

In one line. A Scope 3 emissions software startup engaged us to clean up its Attio CRM, build investor-ready sales reporting, and stand up outbound automation for incoming BDRs, starting pro-bono, then expanding into paid work.

Client & context

The startup sells supply-chain carbon (Scope 3) software to large enterprises with complex supply chains, automotive, plastics and packaging, and consumer goods. Its GTM team runs sales in Attio and was hiring its first junior BDR.

The problem

The Attio setup had grown manual. CSV-imported deals needed hygiene work, long 12-month cycles skewed the metrics, and stage processes for renewals versus new business were unclear, with customer-success deals mixing into the sales pipeline. Some attributes were lightly used, and stale 300-plus-day deals distorted reports. Meanwhile investors wanted proper pipeline reporting, and the incoming BDRs needed outbound infrastructure that synced cleanly to the CRM.

What we built

• An Attio audit and cleanup: removed underused attributes and restructured deals into New Business / Expansion / Renewals lists with stage-specific fields and workflows
• An investor sales reporting document delivered on 6 April
• A custom Claude/React analytics dashboard connected to Attio via MCP, deal counts, pipeline by stage, month-on-month, owner segmentation, deployed on Vercel from a dedicated GitHub repo
• A GTM agent built on NanoFloor (a fork of OpenClaw), Dockerised at ~€2/month, polling the pipeline every 15 minutes to flag missing attributes by stage and answer natural-language queries
• An Apollo↔Attio integration: a 15-minute sync that creates an Attio list per Apollo sequence and tracks sequence membership and BDR attribution
• Meeting-booking automation and activity-based deal alerts (a 7-day AE "not touched" alert; a touch-cadence view)
• A motion guide / onboarding doc for new BDR/PDR hires

How we did it

We started pro-bono, building the investor report first to assess the true state of the data, then moved to paid work at £200/hour. Because Attio's native reporting stops short of table views, month-on-month breakdowns and owner-level segmentation, the dashboard was built in Claude/React over an MCP connection to read the pipeline live. In one demo the agent returned February '26 conversion rates and 19 stage movements. Everything built outside Attio is tool-agnostic and portable to another CRM.

Outcome

The reporting document was delivered on 6 April, and Attio now covers ~80% of the startup's reporting needs. The GTM agent runs at ~€2/month, polling every 15 minutes. The Apollo↔Attio auto-sync is built and ready to deploy. About 28 deal records were cleaned and 216 nurture contacts were flagged for BDR cleanup. We offered an additional 10 hours complimentary for the outbound setup.

Takeaway: Attio cleaned to cover ~80% of reporting needs, an investor report shipped 6 April, and a ~€2/month GTM agent plus an Apollo↔Attio sync stood up for incoming BDRs.