Checkmark Automations

We make Attio work the way your business actually runs.

At Checkmark Automations, we help small and scaling teams get real value from Attio — fast. No over-engineered systems, no bloated configurations. Just clean CRM setups, smart automations, and workflows designed around how your team actually sells, follows up, and closes.

✓ HOW WE WORK:

1. Discovery Call (Free, 20 min): We learn how your business operates and where the bottlenecks are. Book using the link in "Resources."
2. Game Plan: We map out your Attio workspace — data model, pipelines, automations — and share a clear scope and timeline.
3. Build & Launch: We configure everything, test it with your team, and make sure you're comfortable before we hand it off.
4. Ongoing Support: We don't disappear. Need a new workflow next quarter? Want to add an integration? We're a call away.

✓ WHAT WE DO IN ATTIO:

• CRM Setup & Configuration: Custom objects, pipelines, views, and data architecture built for your sales process — not a generic template.
• Automations & Workflows: Reduce manual busywork with automations that move deals forward, assign tasks, send alerts, and keep your CRM data clean.
• CRM Migrations: Moving from HubSpot, Salesforce, Pipedrive, or spreadsheets? We'll migrate your data and rebuild your processes in Attio without the headaches.
• Integrations: Connect Attio to your marketing tools, billing systems, email platforms, and everything else in your stack — using Zapier, Make, or the Attio API.
• Reporting & Dashboards: Build the views and reports your team needs to see pipeline health, conversion rates, and revenue at a glance.

✓ WHO WE WORK WITH:

• Small sales teams tired of clunky CRMs who want something that actually fits their workflow
• Founders & solopreneurs who need a system that scales with them, not against them
• Ops & RevOps leads looking to clean up data, eliminate duplicate work, and automate handoffs
• Teams migrating to Attio who want a smooth transition without losing data or momentum

✓ WHY CHECKMARK:

We're Certified Zapier Experts and Revenue Operations certified, and we're all-in on helping small businesses access the same caliber of CRM systems that enterprise teams take for granted — without the complexity or the enterprise price tag.

Based in Bozeman, MT. Serving clients everywhere.

Let's build something that works. Book a discovery call today.