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magic.
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Critical next steps:
- Address pain points in the demo – In the upcoming
demo
call, be
sure to address the concerns raised in the intro call:
- Show how Basepoint can scale with their company plans to grow headcount this year and beyond
- Focus on the benefits of Basepoint over their existing solution, especially data flexibility, AI, and cost savings
- Explain how Basepoint connects with tools using MCP or API and webhooks
- Provide case studies – Greenleaf is concerned about potential delays if they implement Basepoint. Include samples of customers who migrated successfully to Basepoint in less than a week.
- Multi-threading strategy – You're currently connected to David Park, but it's likely this deal will require approval from Greenleaf's CEO, Simon Mitchel. Try asking Dylan Parker (Basepoint CEO) to introduce you.
Would you like me to prepare an agenda with talking points?
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Trusted by businesses across ASEAN
TechVentures
GreenLeaf
ASEAN Logistics
Prestige Group
NexGen Corp
Quantum Digital
[01] Powerful platform
GTM at full throttle. Execute your revenue strategy with precision. Design powerful workflows, deploy AI, integrate your data and build detailed reports — all in one platform.
Automate everything
You're in control. Automate even the most complex business processes with
our powerful, intelligent automation engine.
Explore automations
⊙ Trigger
✓
Triggered
When Deal updated
Trigger when a Deal's status is updated
Deals
Completed
Switch
Route to upsell or nurture
Condition
Upsell
Nurture
Completed
Enroll in sequence
Enroll person in "Power user upsell"
Enroll in sequence
Enroll person in "Nurture"
Re-engage cold leads
MQL lead routing
Onboarding hand-off
New Deal email campaign
Lead form submissions
Monitor customer health
Identify expansion opportunity
Deploy AI
Search and create with Ask Attio, connect your stack with MCP, or put agents to work on complex tasks like prospecting and lead scoring.
Explore AI → New lead found
Activate PLG motion
AI
Does the company sell software to other businesses?
✦ Yes, they are a B2B
SaaS business.
Evaluate size
of opportunity
AI
Did the company raise any funds recently?
✦ $25M
raised in Series A funding round
Identify key
stakeholders
AI
Who are the key stakeholders at the company?
B
Basepoint
Domains
basepoint.com
Name
Basepoint
Estimated ARR
$1-10M
Location
California, USA
Categories
SaaS B2B
Funding raised
$25M Series A
Stakeholders
Adam Kingsley, …
Connect any type of data
Sync product data, billing data, and everything in between, for a
real-time single source of truth for your business.
Explore data
Sales engagement
Email & calendar
Data warehouses
Customer support
Billing & invoicing
Product data
Workspace
Standard
Company
Standard
Deal
Standard
2,882 Records
3,092 Records
5,443 Records
HS
S
SF
N
L
Z
Powerful reporting
Create real-time, detailed reports that scale with your data.
Visualize, customize, and get deep insights in seconds — not hours.
Explore reporting
$ 2.8M
$ 2.4M
$ 2.0M
$ 1.6M
$ 1.2M
$ 0.8M
$ 0.4M
July
August
September
[02] Adaptive model
A seismic shift in CRM flexibility. Attio's powerful data model
adapts to how your business works, not the other way around.
Your business model — perfectly reflected in your CRM.
Explore our data
model
Standard
User ID
Engagement score
User type
+ 4 More attributes
Standard
Name
Email
Company
+ 12 More attributes
Add object
Standard
Deal name
Workspace
Stage
+ 2 More attributes
BRAVADO
"Attio is the first CRM that feels truly modern. It's powerful, flexible, and fast to build with. There's nothing like it on the market."
[03] Data enrichment
/ SPEED 1:1
Build fast. Forget months of setup. Attio syncs immediately with your email and calendar, building a powerful CRM right before your eyes.
Start for free
Email events
Calendar events
Segment events
Data sources
[04] Built for scale
/ GROWTH + SECURITY
The system of action for the next generation. Ucore AI is built for scale. Our customers sort through millions of records with sub-50ms latency.
200,000,000
Customer records
132+
Countries
7,000+
Customers
99.9%
Uptime
Scale with security. Attio is audited and certified by industry-leading third party standards.
Talk to sales
GDPR
CCPA
ISO 27001
The AI platform behind
hundreds of ASEAN businesses.
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