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Follow along with the full video. Tick each box as you go. Do not try to do it all in one sitting. Get the first three sections done, then layer the rest on top.

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How to use Attio + Clay board

The Attio startup program

Before you start

1. Sign up and create your workspace

2. Learn the interface

3. Understand the data model (the most important part)

4. Customize your attributes

5. Connect email and calendar

6. Import your data

7. Lists and views

8. Build your sales pipeline

9. Enrichment

10. Notes, tasks, and collaboration

11. Sequences (if you do outreach)

12. Workflows (automation)

13. AI features