Stop losing B2B deals to spreadsheet chaos - build a strong sales system

If you're a DTC brand getting B2B enquiries - whether from retailers wanting to stock your products, or businesses wanting to use them, you know you need a strong CRM system but :

Some existing CRM solutions seems too expensive and not built for your use cases
Your DTC Shopify setup wasn't built for B2B relationships

In this 45-minute session, I'll build a complete B2B sales CRM from scratch in Attio - live, in front of you.

No theory. No slides. Just watch me build it, then duplicate the workspace for your business.

You'll walk away with:

✅ A working Attio workspace (ready to use immediately)

✅ The exact template I build during the session

✅ Clear architecture for managing B2B sales operations

✅ Automated workflows that prevent deals from getting lost

The webinar is free. The template is free. The only cost is 45 minutes of your time.

- Register Today -

What you will learn

✅ Professional B2B Sales Pipeline
From "Initial Enquiry" → "Samples/Trial Sent" → "Pricing Discussion" → "First Order" → "Active Account" with automated transitions between stages

✅ Multi-Location Account Structure
How to track business clients with multiple locations (hotel chains, restaurant groups, retail chains, corporate offices) - parent company → individual sites → location-specific contacts

✅ Custom Fields for B2B Sales
The 12 essential fields: Business Type, Order Minimums, Payment Terms, Contract Start Date, Last Order Date, Next Reorder Expected, Account Status

✅ Automated Follow-Up Workflows
Set up reminders so enquiries never sit unanswered: Enquiry arrives → Auto-create deal → Assign to team → Sample/trial tracking → 7-day follow-up reminders

✅ Real-Time Dashboard
The single view that answers: "Which B2B deals need my attention TODAY?" (saves 5+ hours per week)

✅ Your Implementation Checklist
What to do THIS WEEK to migrate from spreadsheets to Attio (even if you're slammed)

👋 CHAT WITH US FOR MORE INFO

Breaking silos with you.
Building revenue machines for you.

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