Today's the next one in the series: how I'm actually building it out. I broke it down in this video. It's worth a few minutes if you've ever spun up a CRM and watched it slowly become a graveyard, or work inside an awful one and want to understand how it got there. The frame I'm working off of: every CRM buildout goes through three stages. Most teams skip stage 1 and crash into stage 3 with no foundation. (That's why your reps hate your CRM.) Stage 1: CRM as a notepad. Three objects. Companies, contacts, deals. Track what you act on, nothing more. Notes, calls, conversations, basic deal stages. This is where I am today. Most teams should start here and stay longer than they think. Basic automations might look like alerting for deals that have not moved in a week, creating a follow-up task after a call, or converting a contact to “customer” if their company closes. Stage 2: CRM as a quarterback. Now you add depth. Contact types, persona tags, company segments, and reporting mapped against them. Revenue per segment. Win rate by persona. The CRM starts telling you where to spend the next hour, not just where you spent the last one. Automations here might route new leads by segment, alert reps when a target account re-engages, or surface which persona is moving deals forward fastest. Stage 3: CRM as the reconciliation layer. Marketing touches, in-person meetings, event attendees, partner intros, ad data. Multiple perspectives on the same human, aggregated into one view. This is where most operators need outside help to do it right. This is also where Attio starts to do a lot of the heavy lifting for you. "Ask Attio" surfaces touches, meetings, and whatever data you want across your CRM. Instead of building the reconciliation layer yourself inside of other tools, it’s part of the core features. Automations here might dedupe people across systems, merge event and campaign history into one record, apply consent rules, or show which source actually created the opportunity. What I cover in the video below: - Why companies, contacts, and deals are the only three objects you need on day 1 - The signal that tells you it's time to move from stage 1 to stage 2 - What I'm wiring in next (GTM Cafe members, partners, subscribers, plus Lemlist + Smartlead + OutboundSync for sequencing) - Why most CRM buildouts fail at the jump from stage 2 to stage 3 Drop a comment on which stage you're stuck in. Episode 3 will probably be shaped by what people are wrestling with most. 🫡