ColdIQ x Working Mono Roadmap

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HOME - ColdIQ x Attio Roadmap

Overview

This roadmap outlines a structured 4-stage approach to migrate from HubSpot to Attio based on the requirements identified in our workshop.

Each stage is designed to build upon the previous one, ensuring a smooth transition with minimal disruption to your sales and marketing processes. The roadmap is laid out based on realistic timelines and expected team resources, however you can work through it quicker if you have the resources at hand. The Guide is designed for your team to DIY, but you can also work with us:

⁠
`Done-With-You Attio Implementation`⁠
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To begin working through your roadmap, use the below task list and work through it step by step.

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Micro Guides

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Home⁠

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01 - Setting Up Attio Workspace⁠

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02 - Creating Objects and Pipelines in Attio⁠

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03 - Setting Up Integrations with Attio⁠

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04 - Creating Workflows and Automations in Attio⁠

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05 - Data Migration from HubSpot to Attio⁠

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06 - Lead Scoring⁠

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07 - Sales Dashboard Reports in Attio: Step-by-Step Guide⁠

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08 - Team Training and Transition to Attio⁠

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BONUS - Linkedin Integration with Kondo⁠

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BONUS - Attio Inbound GTM Pipeline Best Practice Overview for ColdIQ⁠

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BONUS - Attio Research Agent Quick Wins⁠

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Stage 1: Foundation Setup (Week 1)

Objectives

Set up Attio workspace and basic structure

Prepare data for migration

Establish core integrations

Tasks

Attio Account Setup:

Micro Guide⁠

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Create Attio workspace and pick professional plan

Set up team members and permissions

Configure basic workspace settings

Install

Attio Chrome extension⁠

for LinkedIn + Gmail

Object and Pipeline Configuration:

Micro Guide⁠

⁠

Create custom objects (People, Companies, Deals, Partnerships)

Define custom attributes for each object

Set up Agency pipeline with stages

Set up Coaching pipeline with stages

Set up Partnerships pipeline with stages

Initial Integration Setup:

Link⁠

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Set up

Cal.com⁠

team subscription

Connect Google Calendar to Attio

Connect Google Calendar to

Cal.com⁠

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Create Tally forms to replace Default forms

Set up Zapier account for integrations Linkedin Messaging with Kondo:

Link⁠

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trykondo.com/⁠

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Create Webhook integration (need to update with ColdIQs accounts)

Create attributes in Attio for linkedin Tracking

Create Tally forms to replace Default forms

Set up Zapier account for integrations

Deliverables

Configured Attio workspace with team access

Basic object model and pipeline structure

Initial integration connections

Stage 2: Data Migration and Core Workflows (Week 2)

Objectives

Migrate data from HubSpot to Attio

Set up essential workflows

Configure basic integrations

Tasks

Data Migration:

Micro Guide⁠

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Set up Import2 migration service

Map HubSpot fields to Attio attributes

Run test migration with sample data

Execute full migration of contacts, companies, and deals

Verify data integrity in Attio

Clean up migrated data

Essential Workflow Setup:

Micro Guide⁠

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Create form submission workflow (Tally to Attio)

Set up meeting booking workflow (

Cal.com⁠

to Attio)

Configure deal stage update workflow

Set up lead scoring system

Create data cleanup workflow

Basic Integration Configuration:

Micro Guide⁠

⁠

Configure Zapier integration between Tally and Attio

Set up

Cal.com⁠

round-robin scheduling

Configure webhook for Google Calendar event descriptions

Set up basic LinkedIn profile saving with Chrome extension

Deliverables

Migrated data in Attio

Essential workflows configured

Basic integrations functioning

Initial lead scoring system

Stage 3: Advanced Integrations and Automation (Week 3)

Objectives

Set up advanced integrations

Configure enrichment workflows

Implement advanced automation

Tasks

Advanced Integration Setup:

Micro Guide⁠

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Configure Customer IO integration via webhooks

Set up 2-way webhook automation with Clay

Implement LinkedIn tracking integration via Zapier/Make

Configure advanced

Cal.com⁠

features

Enrichment Workflows:

Link⁠

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Create LinkedIn enrichment workflow

Set up Clay enrichment process

Configure AI research automation

Implement lead qualification scoring

Advanced Automation:

Link⁠

⁠

Set up requalification workflow for stale deals

Create automated task assignment workflow

Configure notification system for deal updates

Implement automated reporting

Deliverables

Fully integrated system with Customer IO, Clay, LinkedIn

Automated enrichment workflows

Advanced lead scoring and qualification

Comprehensive automation system

Stage 4: Optimization and Training (Week 4)

Objectives

Optimize system performance

Train team on new CRM

Transition fully from HubSpot

Implement advanced reporting

Tasks

System Optimization

Review and optimize workflows

Fine-tune lead scoring system

Optimize data synchronization between systems

Implement performance monitoring

Team Training

Create Attio usage documentation

Conduct team training sessions

Establish best practices for CRM usage

HubSpot Transition

Verify all data and functionality in Attio

Decommission HubSpot (or downgrade plan)

Advanced Reporting

Set up custom reports for sales performance

Create pipeline analysis dashboards

Implement conversion tracking reports

Configure executive dashboards

Deliverables

Fully optimized Attio CRM system

Trained team comfortable with new CRM

Complete transition from HubSpot

Comprehensive reporting system

Implementation Considerations

Key Success Factors

Ensure clean data before migration

Test all integrations thoroughly before full implementation

Train team members progressively throughout the process

Maintain backup systems during transition

Potential Challenges

Updating Calendar event description updates may need custom development

Clay integration currently requires webhooks until native integration is available

Data migration may reveal unexpected data quality issues

Recommended Approach

Implement in phases as outlined in the roadmap

Test each component before moving to the next stage

Run HubSpot and Attio in parallel during the transition

Focus on team adoption and training throughout the process

Resources Required

Tools and Subscriptions

Attio CRM account

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Cal.com⁠

team subscription

Zapier or

Make.com⁠

account

Tally forms account

Import2 migration service (free with Attio)

Team Involvement

Sales team for testing and feedback

Marketing team for Customer IO integration

IT support for data migration

Management for approval and oversight

Next Steps

Review this roadmap with your team

Finalize timeline and resource allocation

Begin Stage 1 implementation

Schedule weekly progress reviews

Adjust roadmap as needed based on implementation experience

Overview

Stage 1: Foundation Setup (Week 1)

Stage 2: Data Migration and Core Workflows (Week 2)

Stage 3: Advanced Integrations and Automation (Week 3)

Stage 4: Optimization and Training (Week 4)

Implementation Considerations

Resources Required

Next Steps

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HOME - ColdIQ x Attio Roadmap

Overview

⁠Done-With-You Attio Implementation⁠⁠

Stage 1: Foundation Setup (Week 1)

Objectives

Tasks

Deliverables

Stage 2: Data Migration and Core Workflows (Week 2)

Objectives

Tasks

Deliverables

Stage 3: Advanced Integrations and Automation (Week 3)

Objectives

Tasks

Deliverables

Stage 4: Optimization and Training (Week 4)

Objectives

Tasks

Deliverables

Implementation Considerations

Key Success Factors

Potential Challenges

Recommended Approach

Resources Required

Tools and Subscriptions

Team Involvement

Next Steps

⁠
`Done-With-You Attio Implementation`⁠
⁠