Your CRM Isn’t Ready for AI (Here’s How to Fix It)
Everyone wants AI working inside their CRM: auto-enriched records, workflows auto updating records, automations that actually run, accurate reports.
But a lot of teams hit the same wall. They get bad results because the data underneath is a mess.
In this live session, I’ll show you how to fix the foundation so your automations actually work.
You’ll learn:
The most common CRM data model mistakes that break AI and automations
How to structure objects, relationships and fields the right way
Real examples of messy vs. clean CRM setups, and why it matters for AI
Bring your CRM headache: submit your biggest CRM problem when you register, and I’ll break down a few in the session.
Format: a 30-minute core session, then stay for CRM breakdowns and Q&A.
Who it’s for: founders / business owners, RevOps and sales leaders who want to use AI and automation with their CRM but aren’t getting the results they expected. Works for any CRM. I’ll demo in Attio, but everything applies whether you’re on Pipedrive, HubSpot, Salesforce, etc.
About me: I’m Kayla, founder of Revautex and an Attio Expert Partner. I design and build CRM and AI systems for growing teams. You can see more of my work on YouTube.
Can’t make it live? Register anyway and you’ll get the recording.
Want this as a private session for your team or want a full audit of your workspace? Reach out at kayla@revautex.com.