01
Sales motion map
Your stages, gates, qualification criteria, and handoffs documented from your actual sales conversations. Not generic SaaS stage labels.
Certified Attio Expert · Complimentary for new customers
1 Week.
A Custom Attio Blueprint
Built Around Your Sales Motion.
New Attio customers get a free week of design work with me. By Friday you have a custom data model, a pipeline architecture, a sales playbook draft, and a written implementation roadmap. Yours to keep, with or without me.
No fee. No obligation. Limited to net-new Attio customers, two engagements per month.
By Friday afternoon
What You'll Walk Away With
Five written artifacts you own outright. Whether we work together past week 1 is your call. The blueprint is yours either way.
02
Custom data model specification
Objects, attributes, and relationships designed for the way your team actually thinks about pipeline. Delivered as a written spec and a visual architecture diagram.
03
Pipeline and stage architecture
Pipelines defined with stage criteria, gate conditions, required fields, and role-based view design. Ready to implement, not yet implemented.
04
Sales playbook draft
Qualifying questions, cadence outline, and handoff rules written specifically for the motion we mapped on Monday.
05
Implementation roadmap
Week-by-week plan to build the model in your Attio workspace, prioritized by ROI, with effort estimates and a clear scope for week 2.
Day by day
How the Week Works
Three short sessions across the week. You spend roughly 3.5 hours of your team's time total. I do the design work between sessions.
- Monday 90 min
Discovery
Working session to map your sales motion. Stages, gates, qualification criteria, handoffs, role responsibilities. I leave with everything I need to design.
- Tue · Wed My time
Heads-down design
I draft the custom data model, the pipeline architecture, and the first cut of your playbook. You do not need to be in any calls during these two days.
- Thursday 60 min
Mid-week review
I walk you through the data model, the pipeline architecture, and the playbook draft. You poke holes. I revise.
- Friday 60 min
Final delivery
I hand over the polished blueprint: data model spec, pipeline architecture, playbook, and roadmap for weeks 2 through 4 with a clear cost to build.
A quick note on scope
This week is design, not build. By Friday you have a complete written blueprint that you or your team can implement in Attio. If you want me to do the implementation, the build itself is a separate engagement scoped on Friday once we both know what good looks like. That way nobody gets surprised on price or scope.
Who this is for
You'll Get the Most Out of This If...
- You just signed up for Attio, or are starting your trial within the next 30 days.
- You are a Series A through C B2B SaaS team. AI-native, infrastructure, dev tools, AR or automation, or vertical SaaS with multi-stakeholder deals.
- Your sales motion has a shape that a default CRM does not quite hold. Custom objects, multiple parent entities, non-standard stages.
- You want a CRM that fits your business, not the other way around.
Who you'll be working with
Hi, I'm Willy.
I spent 10 years carrying a quota before becoming a GTM engineer. That tenure on the sales floor taught me one thing: CRMs fail when the data model fights the business. Reps work around the system, leadership gets bad forecasting, and the tool that was supposed to drive revenue becomes the thing slowing it down.
I built The GTM Factory to design CRMs that fit how a team actually sells. I'm a certified Attio Expert, a Clay Artisan Partner, and a current Clay Bootcamp Teaching Assistant. I work with Series A through C teams whose sales motions have a shape generic CRMs can't quite hold.
My job during this week is to give you a blueprint sharp enough that you can hand it to any competent operator and ship. If we end up working together past Friday, even better.
More about The GTM Factory →FAQ
Questions You Might Be Asking
What does "new Attio customer" mean exactly?
You signed up for Attio in the last 30 days, or you are evaluating Attio right now and committing to sign during the engagement. If you have been on Attio for longer, reach out anyway. I will not be precious about it.
Will you build this in our workspace during the week?
No. The week is design and planning. By Friday you have a complete blueprint that you or your team can implement yourselves. If you want me to build it, that is a separate engagement scoped on Friday at a flat per-project fee.
What does this actually cost me?
My time is free for the planning week. You cover your Attio subscription. There is no obligation to continue working with me after Friday. If you decide to keep building together, my standard per-project fee starts at $6,000.
What is the catch?
No catch. Attio refers new customers to me. I want them to launch on a model that actually fits their business, so they stay on Attio for years. The free planning week is how I earn trust before any paid engagement.
What if I just want a second opinion on what we have already built?
Same week, slightly different deliverables. I review your existing model, flag risks, and write you a remediation roadmap. Tell me on the discovery call and we will adjust.
Ready to plan it right?
The discovery call is 30 minutes. I will know within the first 15 whether the week is a good fit for you. If it isn't, I'll tell you and point you somewhere useful.
Book the discovery callOr email me directly: willy@thegtmfactory.com