Joseph McMullen

Most “I got featured” posts are a trophy. This one reads more like a repositioning. Michelle isn’t really talking about the article. She’s moving her category — from “the website person” to the whole system underneath it: visibility, follow-up, and the part that still sounds human. That last part is the one to steal. Relationship-driven businesses are exactly the ones generic AI marketing flattens fastest. The tech should sound like the owner. Not like everyone else’s output.

And this morning Attio emailed me that I had an overdue task. Which I did yesterda but didn’t check off in the platform (because I crossed it out on a sticky note). So I logged in via my iPhone web browser. I was able to check it off in Attio. This is going to take time to get used to, but I think it will be a great way to organize and stay accountable. I wonder if the is an MCP - since I get a lot of tasks from Claude too

Excellent and comprehensive article Noa Vernick! Thank you. It all comes down to prioritizing for the right metric - which for most (if not all businesses) is revenue. How can I affect my bottom line?

The first 20 minutes in Attio, I had no idea what I was doing. The next 3 minutes, I added 3 people and 3 companies without filling out a single field. I almost closed the tab before that happened. That's the honest version. I've done this before. New CRM, high hopes, an afternoon of setup, and then it quietly dies in a browser tab I stop opening. My actual to-do list has lived on a legal pad and sticky notes scattered around my desk for years — because paper never asks me to configure anything. The problem was never the CRM. It's that most of them make you learn their system before they do anything for you. Fields, pipelines, custom objects, onboarding checklists. You pay the setup cost up front and hope the value shows up later. So you go back to paper. And the follow-up you meant to make sits on a sticky note until it stops mattering. Here's what changed my mind today. I copied a contact's email signature. Pasted it into the chat. Name, company, title, email — it built the record itself. Three people, three companies, under three minutes. Tasks were the same. New task, dictate it with Wispr Flow, link it to a record, it assigns to me and dates it today. I pushed a couple to tomorrow. That was the whole workflow. That's what AI-native actually means. Not a chat button bolted onto a 2012 database. It behaves like ChatGPT or Claude because it was built that way from the start. Now the honest part: → The first 15–20 minutes I was genuinely lost. I started in tasks, saw "add record," and had to go figure out that records were a thing. → Full disclosure - I also ignored their getting started tasks because I am stubborn. It probably would have helped. → It asked to connect my email. I said no. Free plan, day one — I'm not handing over my inbox yet. → It gave me a forwarding address instead. I forwarded an email. I still can't find where it went. That one's probably on me, but it's a real learning curve. I'm not moving my business onto it on day one. I'm running it against the paper for a week and I'll report back. But this is the first one where the tool adapted to me instead of the other way around. What's the CRM you swore you'd use and abandoned by week two? Name it — I want to know if your list matches mine. Try it free: https://lnkd.in/giG_maFW I still have a lot to explore in Attio - reports, notes, sequences....but the first 20 min was a win. A step in the right direction. #AI #CRM Attio #AttioPartner

The first 20 minutes in Attio, I had no idea what I was doing. The next 3 minutes, I added 3 people and 3 companies without filling out a single field. I almost closed the tab before that happened. That's the honest version. I've done this before. New CRM, high hopes, an afternoon of setup, and then it quietly dies in a browser tab I stop opening. My actual to-do list has lived on a legal pad and sticky notes scattered around my desk for years — because paper never asks me to configure anything. The problem was never the CRM. It's that most of them make you learn their system before they do anything for you. Fields, pipelines, custom objects, onboarding checklists. You pay the setup cost up front and hope the value shows up later. So you go back to paper. And the follow-up you meant to make sits on a sticky note until it stops mattering. Here's what changed my mind today. I copied a contact's email signature. Pasted it into the chat. Name, company, title, email — it built the record itself. Three people, three companies, under three minutes. Tasks were the same. New task, dictate it with Wispr Flow, link it to a record, it assigns to me and dates it today. I pushed a couple to tomorrow. That was the whole workflow. That's what AI-native actually means. Not a chat button bolted onto a 2012 database. It behaves like ChatGPT or Claude because it was built that way from the start. Now the honest part: → The first 15–20 minutes I was genuinely lost. I started in tasks, saw "add record," and had to go figure out that records were a thing. → Full disclosure - I also ignored their getting started tasks because I am stubborn. It probably would have helped. → It asked to connect my email. I said no. Free plan, day one — I'm not handing over my inbox yet. → It gave me a forwarding address instead. I forwarded an email. I still can't find where it went. That one's probably on me, but it's a real learning curve. I'm not moving my business onto it on day one. I'm running it against the paper for a week and I'll report back. But this is the first one where the tool adapted to me instead of the other way around. What's the CRM you swore you'd use and abandoned by week two? Name it — I want to know if your list matches mine. Try it free: https://lnkd.in/giG_maFW I still have a lot to explore in Attio - reports, notes, sequences....but the first 20 min was a win. A step in the right direction. #AI #CRM Attio #AttioPartner