Most founders have their business context scattered across their inbox, notes and memory. In this session, participants set up their own Attio CRM on the free or paid plan, connect their Gmail or Outlook to pull in contacts and conversation history automatically, then connect that CRM to Claude. By the end, they can ask their AI questions grounded in their real relationships and pipeline, or build and push things to their CRM via AI.
YOUR FACILITATOR:
Hayden Grover is Director of Marketing Services at Concept, a Northeast Ohio consulting agency focused on lead generation, CRM consulting, and marketing. He leads engagements spanning CRM implementation across HubSpot, Salesforce, and Attio, marketing strategy, and AI-powered workflow automation for organizations from early-stage startups to established enterprises. A returning Beyond Startup facilitator, Hayden helps founders turn the information already sitting in their inboxes into systems that drive real growth.
Why Attio and Claude: Concept is both an Attio partner and a Claude partner, and we've built and used this exact integration. Attio is a modern CRM backed by Google Ventures (GV), built to work with AI from the ground up. Using one stack keeps everyone in the room on the same footing.
Participants will leave with:
· Their own Attio account, free or paid (their choice), populated from their own email
· A simple pipeline that fits their business
· Their CRM connected to Claude
· A set of starter prompts they can reuse every week
· A printed one-page setup and prompt guide