Why Messy CRM Data is Costing You Deals

💡Try Attio and get 10% off your first year: attio.com/?r=f9Lky-uKCEFHEbVe Is your Attio data getting messier every month, no matter how many times you clean it up? Cleanup only works for a few months. The real fix is structure, so the data can’t get messy in the first place. In this video, I walk through the four setup problems I see most in client workspaces: deals that sit in a stage for weeks, lost deals with no usable reason, follow-up dates that never trigger anything, and the habits behind them. For each one, I show the fix I build in Attio, including the rule and workflows I set up so your team doesn’t have to rely on memory. ⏱️ CHAPTERS 00:00 – Why CRM Data Gets Messy 00:43 – Stale Deals Nobody Updates 03:22 – Lost Deals With No Usable Loss Reason 05:55 – Follow-Up Dates That Never Fire 08:34 – Why Teams Stop Trusting Their CRM ✅ Need help setting up Attio for your team? Book an intro call: https://cal.com/kaylacampos/30min