The Optimal Flowlearn
GTM & sales
Attio

Attio for everyday sales work

Learn to use Attio to organise relationships and opportunities, record context and prepare the next steps in your sales activity using shared information.

Introductory8 h · 4 × 2 hSpanish & English
Contact

Find your starting point

A good fit when you need to record relationships and opportunities clearly in Attio and resume follow-up without losing context.

Another option to consider

CRM administrationIf you are responsible for designing CRM records, fields, access and conventions, choose the administration programme.
Hours and sessions
8 hours live · 4 sessions of 2 h.
Group size
Up to 12 participants per trainer as a reference, adjusted to the practice and feedback.

What you will learn

  1. 01

    Find and update people and company records with understandable data.

  2. 02

    Use lists and views to review relationships and opportunities within the agreed process.

  3. 03

    Record notes, tasks and a clear next action so follow-ups can be resumed or handed over with context.

A proposed programme

Pick up a B2B relationship after a first meeting. Find the person and their company, update their follow-up in a prepared list and leave a note and task for another salesperson. The aim is for them to find the context, distinguish confirmed information from open questions and know what to do next.

We adapt the selection and depth of the modules to the group's starting point and goals.

01

Understand records

People, companies, attributes and navigation within your team's configuration.

You will work on

  • Find the person and company through search and check their relationship before adding another record.
  • Update confirmed information in existing editable attributes and leave unknown information unresolved.
  • Distinguish record data from attributes describing its follow-up in a list.
Practice
Find Lucía Torres and Brisa Demo, check their relationship and review which information belongs to the person, company or sales follow-up.
How you will check it
The participant retrieves the correct records and explains where to update each value without duplicating the relationship or changing the schema.
02

Track opportunities

Lists, views and information updates aligned with your stages and agreements.

You will work on

  • Find Brisa Demo's entry in the prepared list and review its stage and follow-up owner attributes.
  • Update the stage to reflect what happened and the follow-up owner to reflect the agreed handover.
  • Retrieve the entry through a practice view or filter, distinguishing this from changing data or permissions.
Practice
Place Brisa Demo in “First meeting held”, assign follow-up to Diego and find the entry in the view of relationships to pick up.
How you will check it
The entry reflects the completed meeting and who continues; person and company data remain in their records, and a filter does not create another entry.
03

Prepare the next action

Notes, tasks and criteria that give follow-ups sufficient context.

You will work on

  • Write a note on the company record separating needs, agreements and open questions, with a reference to the contact person.
  • Create a task linked to the record with a specific objective, assignee and date, checking these separately from the list's follow-up owner.
  • Hand follow-up to another person, who will retrieve the note and task to explain the next step.
Practice
Prepare Diego's review of priorities with Lucía; exchange the case with another participant and correct the task if its assignee or date is missing.
How you will check it
The person receiving the work finds the documented meeting and an outstanding task with its objective, assignee and date checked.

A first meeting another salesperson can pick up

Teaching example

Suggested practice: prepare a follow-up for a customer or collaborator relationship, update a sample record and review what happens when information is missing. We leave context and a next action for another person; the exercise uses the available configuration.

Fictional classroom case. Lucía Torres at Brisa Demo has explained that two teams need to coordinate sales materials. Marina records the first meeting and Diego will continue follow-up. The list and attributes are already prepared; the budget and start date are still unconfirmed.

Starting point
The company is in the list, but the note only says “Good meeting”. It does not distinguish what Lucía needs, what remains to be asked or who will prepare the next conversation.
First attempt
The first version expands the note and makes Diego the owner of the list entry. It also creates “Pick up the conversation”, but the task has no assignee or date. Changing the list owner does not fill in these task details.
What we review
The trainer asks participants to retain budget and start date as open questions and clarify the objective: ask Lucía for the pilot's two priorities. The group links the task to Brisa Demo, checks Diego as its assignee and sets 16 November as the classroom follow-up date.
Result
Brisa Demo remains in “First meeting held”, with Diego responsible for follow-up. The note retains needs and questions, and the task “Ask Lucía for the pilot's two priorities” has an assignee and date. Someone else can pick it up without presenting budget or start date as confirmed.

Brisa Demo · after the first meeting

  1. Records

    • Lucía Torres

      Contact person · linked to Brisa Demo

    • Brisa Demo

      Company · the relationship's shared context

  2. List entry

    • First meeting held

      Follow-up stage · budget unconfirmed

    • Owner · Diego

      Continues the relationship · does not automatically assign the task

  3. Note and task

    • Need and open questions

      Coordinate materials · budget and start date unresolved

    • Ask for the two priorities

      Diego · 16 November · linked to Brisa Demo

Teaching illustration of a fictional case; this is not an Attio screenshot. The list, records and task serve different purposes.

Before calling it complete

  • Lucía and Brisa Demo are linked, and their data is distinguished from the list's stage and follow-up owner.
  • The note retains the need and open questions without turning them into agreements.
  • The task is linked to Brisa Demo with its objective, Diego as assignee and classroom date checked.

Four sessions to put it into practice.

Reference edition · 8 h live

Reference edition: 8 live hours across 4 sessions of 2 hours. The case, practice and review take place during the sessions using a prepared configuration. Any additional preparation is agreed before starting.

  1. Session 12 h

    Find the relationship and review its data

    Search for the person and company, check their link and distinguish confirmed data, open questions and follow-up attributes.

    By the end

    The correct records found and updated without duplication.

  2. Session 22 h

    Update follow-up in the list

    Work with existing stages and owners and retrieve the same entry through a practice view or filter.

    By the end

    An entry with a justified stage and follow-up owner.

  3. Session 32 h

    Document the meeting and prepare the task

    Separate context, agreements and questions; create a task linked to the record and check its assignee and date.

    By the end

    A useful note and a next action that does not depend on interpreting a vague phrase.

  4. Session 42 h

    Hand over and review the complete case

    Exchange follow-up with another participant, identify missing information and correct it using the trainer's feedback.

    By the end

    A relationship someone else can pick up with its context and task checked.

If your team needs to go further

  • Designing objects, attributes, lists or permissions and migrating data requires another scope; this edition uses a prepared configuration.
  • Connecting email and calendars, automating follow-ups or creating bespoke reports requires separately agreed features, permissions and practice.

Learn with someone who works with sales teams.

Juan Pedro Belmonte

Juan Pedro Belmonte

GTM consultant

Over four years of experience developing sales strategies, CRM and lead generation. He has worked with companies across sizes and industries.

Juan Pedro is the planned trainer for this programme. Dates, language and his availability are confirmed when the edition is agreed.

Once you have a foundation, go further.

Extensions with their own scope, agreed separately from the initial training.

Continuation · 12 h

From opportunity to a B2B proposal

Go deeper into customer fit, discovery, proposals and the marketing–sales handoff. One shared case file connects the practice, adapted to the sales working medium and tools your team uses.

View programme →

With guidance, practice and support.

Each delivery includes working materials, feedback on practical work and assessment against the agreed objectives.

See materials, support and terms

Materials you can keep

Downloadable, versioned guides, exercises and review criteria for internal use.

To prepare and complete the delivery

A short recommendation, an editable communications kit and a group learning report.

TOF’s own certificate

A certificate of achievement after the agreed assessment. It is not a vendor certification.

A month of email support

On the content covered, up to two accumulated hours for the whole group.

Your team carries out the practice. Implementation services are agreed separately. See the scope →

Attio Expert Partner

Attio Expert Partner

As an Attio Expert Partner, we bring experience with CRM objects, fields and views so teams can find and maintain sales context.

Our partner profile ↗

The partnership belongs to The Optimal Flow. Learn’s certificate is issued by TOF; it is not a vendor certification.

Keep learning

Other options for the task you want to work on. Each link explains what that programme adds.

GTM & sales

Sales with technology and AI

To work on meeting preparation and follow-up messages using authorised sales information.

View course

What does your
team need to learn?

Tell us what you want to work on, how many people would take part and where you are based. We will prepare a proposal with scope, sessions and a budget.

Contact

Would you like to ask about FUNDAE?

We check eligibility for each company and edition, subject to requirements and available training credit in Spain. Funding is neither automatic nor guaranteed. Official FUNDAE information ↗

Discuss eligibility
The Optimal FlowlearnAttio

Attio for everyday sales work

Learn to use Attio to organise relationships and opportunities, record context and prepare the next steps in your sales activity using shared information.

8 live hours4 sessions of 2 hoursIn Spanish or English

Reference edition: 8 live hours across 4 sessions of 2 hours. The case, practice and review take place during the sessions using a prepared configuration. Any additional preparation is agreed before starting.

Who it is for

Sales teams and people managing customer relationships in Attio. Focused on CRM users, without assuming responsibility for system administration.

By the end you will be able to

  • Find and update people and company records with understandable data.
  • Use lists and views to review relationships and opportunities within the agreed process.
  • Record notes, tasks and a clear next action so follow-ups can be resumed or handed over with context.

Four sessions to put it into practice

  1. Session 1 · 2 h

    Find the relationship and review its data

    Result: The correct records found and updated without duplication.

  2. Session 2 · 2 h

    Update follow-up in the list

    Result: An entry with a justified stage and follow-up owner.

  3. Session 3 · 2 h

    Document the meeting and prepare the task

    Result: A useful note and a next action that does not depend on interpreting a vague phrase.

  4. Session 4 · 2 h

    Hand over and review the complete case

    Result: A relationship someone else can pick up with its context and task checked.

Before we begin

An Attio account and access to a practice workspace with authorised examples of working relationships. We review existing permissions and features; administration permissions are not required and redesigning the CRM is not assumed.

We use prepared classroom person and company records, a list and views, with permission to update records and entries. Notes, tasks, dates and both salespeople's access are checked. Data is fictional: notes and tasks are shared within the workspace. No email or calendar connection is needed.

Your trainer

Juan Pedro Belmonte
GTM consultant

Over four years of experience developing sales strategies, CRM and lead generation. He has worked with companies across sizes and industries.

Juan Pedro is the planned trainer for this programme. Dates, language and his availability are confirmed when the edition is agreed.

Course online · theoptimalflow.com/en/learn/courses/attio-sales-workinfo@theoptimalflow.comVersion 1 · Document reviewed: 13 October 2026
The Optimal FlowlearnAttio for everyday sales work

What we will work on

Understand records

  • Find the person and company through search and check their relationship before adding another record.
  • Update confirmed information in existing editable attributes and leave unknown information unresolved.
  • Distinguish record data from attributes describing its follow-up in a list.

Practice: Find Lucía Torres and Brisa Demo, check their relationship and review which information belongs to the person, company or sales follow-up.

Track opportunities

  • Find Brisa Demo's entry in the prepared list and review its stage and follow-up owner attributes.
  • Update the stage to reflect what happened and the follow-up owner to reflect the agreed handover.
  • Retrieve the entry through a practice view or filter, distinguishing this from changing data or permissions.

Practice: Place Brisa Demo in “First meeting held”, assign follow-up to Diego and find the entry in the view of relationships to pick up.

Prepare the next action

  • Write a note on the company record separating needs, agreements and open questions, with a reference to the contact person.
  • Create a task linked to the record with a specific objective, assignee and date, checking these separately from the list's follow-up owner.
  • Hand follow-up to another person, who will retrieve the note and task to explain the next step.

Practice: Prepare Diego's review of priorities with Lucía; exchange the case with another participant and correct the task if its assignee or date is missing.

A fictional classroom case

A first meeting another salesperson can pick up

Fictional classroom case. Lucía Torres at Brisa Demo has explained that two teams need to coordinate sales materials. Marina records the first meeting and Diego will continue follow-up. The list and attributes are already prepared; the budget and start date are still unconfirmed.

By the end of the exercise: Brisa Demo remains in “First meeting held”, with Diego responsible for follow-up. The note retains needs and questions, and the task “Ask Lucía for the pilot's two priorities” has an assignee and date. Someone else can pick it up without presenting budget or start date as confirmed.

Extensions agreed separately. Designing objects, attributes, lists or permissions and migrating data requires another scope; this edition uses a prepared configuration. Connecting email and calendars, automating follow-ups or creating bespoke reports requires separately agreed features, permissions and practice.

What accompanies the programme

  • A downloadable, versioned guide, exercises and review criteria; keep a copy for internal use.
  • A short recommendation, editable kit and group learning report. Responsibilities, a prior access check, handover and recipients are agreed for each delivery.
  • TOF’s own certificate of achievement after passing the agreed assessment. It is not a vendor certification.
  • Email support on the content covered for one calendar month after the last session. A maximum of two accumulated hours for the whole group, with a response time of up to two working days.

Clients provide licences unless expressly agreed otherwise. Recordings are agreed in advance. Implementation, work carried out independently by TOF, production deployment and ongoing maintenance are quoted separately. Delivery link access is agreed per delivery. Later updates and specific support require agreement. Structured documents and text alternatives; participation needs reviewed before starting.

Full format and terms → theoptimalflow.com/en/learn/how-we-teach
Course online · theoptimalflow.com/en/learn/courses/attio-sales-workinfo@theoptimalflow.comVersion 1 · Document reviewed: 13 October 2026