Decision Guide + Hub. Captures light profile data and intent. Clients never see Attio or lead scores.
Admin companion
/admin - monitor charts, conversations, stage, and force Attio resync. Not the system of record for tasks.
Attio
Internal CRM of record: People, Housing Advisory charts, lists, tasks, and Transactions when a real deal starts.
Sync rule
Chat is never blocked on Attio. Profile changes queue async. Use Resync Attio after manual stage changes.
2. People · Housing · Deals
People - identity & ops only
Native contact fields (name, email, phone)
Visitor ID, Lead source, Lifecycle stage, Lead score
Timeline, Assigned advisor, Last active, Next action
Attio sync status
Do not store the full housing profile on People.
Housing Advisory - longitudinal chart
Situation, desired outcome, current housing
Locations, budget, timeline
Financing / credit / down-payment readiness
Constraints, trade-offs, dealbreakers
Readiness & belonging scores
Advisor summary, next recommendation, next review, membership status
Transactions - real execution only
Create a Transaction when purchase, sale, lease, or buy-sell execution begins - not while someone is still planning. Put open deals on Active Transactions. Link Client → People and optionally Housing chart.
Closing a deal does not make the Person Inactive. Move them to Advisory Client unless the relationship has truly ended.
3. Canonical lifecycle
One vocabulary everywhere: website database, admin, Attio People, and list stages.
New SignalEngagedProfiledQualifiedCall ReadyLong-Term NurtureAdvisory ClientTransaction ReadyInactive
When to use Inactive
Disqualified leads
Unresponsive after a defined period
Opted out
Former clients with no ongoing relationship
Deal stages (Preparing → Closed / Lost) live only on Transactions - never on People lifecycle.
4. Lists & when to use them
Lead Pipeline
Pre-client board: New Signal → Long-Term Nurture. Website sync places leads here.
Current Clients
When lifecycle = Advisory Client (or Transaction Ready / Inactive). Automation moves them off Lead Pipeline.
Active Transactions
Open deal files only. Stay empty during pure advisory / planning.
Admin actions
Mark Advisory Client in /admin/clients, then Resync Attio to refresh lists.
5. Daily workflow
Scan Overview for Call Ready and high-intent signals.
Open the client in Clients - read AI summary + chart fields.
Work the relationship in Attio (notes, tasks, list stage).
If you change stage in admin, click Resync Attio.
When execution starts, create a Transaction and add it to Active Transactions.
After close, keep Person as Advisory Client unless the relationship ends → then Inactive.
6. First-day verification
Confirm the model is live in your workspace:
Open a lead in /admin/clients
Change lifecycle to Advisory Client
Trigger Resync Attio
Person leaves Lead Pipeline
Person appears on Current Clients
List stage = Advisory Client
Housing data remains on the linked Housing Advisory record