Tool Setup Guide

Step-by-step instructions to set up Attio and Apollo before hiring.

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Overview

Tool	Time to Setup	Time to Ready	Priority
Attio	2 hours	Immediate	Do first
Apollo	30 min	2 weeks (warmup)	Start now

Note: Provider onboarding uses a custom page at juniro.com/providers/onboard (not Typeform).

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1. Attio CRM Setup

Automated Setup (Recommended)

We have scripts to set up Attio automatically:

cd juniro-web-launch

# Add your Attio API key to .env.local
echo "ATTIO_API_KEY=your_key_here" >> .env.local

# Install dependencies
bun install

# Check current setup
bun run check:attio

# Create Providers object and all fields
bun run setup:attio

This creates:

• Providers custom object
• All 17 attributes (Business Name, Phone, City, Stage, etc.)
• Pre-populated select options (cities, categories, stages, sources)

Manual Setup (Alternative)

Step 1: Create Account (5 min)

1. Go to https://attio.com
2. Click "Start for free"
3. Sign up with your work email
4. Verify email
5. Complete onboarding wizard (choose: Sales → Outbound → SMB)

Pricing: Free tier works for early stage (up to 3 users)

Step 2: Create Workspace (5 min)

1. Name your workspace: "Juniro"
2. Invite yourself (you'll invite team later)
3. Skip integrations for now

Step 3: Create "Providers" Collection (15 min)

1. Click "+" next to Collections in sidebar
2. Select "Create from scratch"
3. Name it: "Providers"
4. Choose icon: Building or Store

Step 4: Add Fields (30 min)

Click "+ Add attribute" for each field:

Basic Info:

Field Name	Type	Required	Notes
Name	Text	Yes	Contact person name
Email	Email	No	Their email
Phone	Phone	Yes	Include country code
Business Name	Text	Yes	Company/academy name
Website	URL	No	Their website
Instagram	Text	No	@handle

Segmentation:

Field Name	Type	Options
City	Select	Hyderabad, Bangalore, Mumbai, Chennai, Delhi, Pune, Atlanta, Other
Categories	Multi-select	Swimming, Art, Dance, Music, Sports, STEM, Martial Arts, Language, Camps, Other
Launch City	Checkbox	-

Pipeline:

Field Name	Type	Options
Stage	Select	Sourced, Contacted, Interested, Onboarding, Active, Not Interested, Churned
Priority	Select	High, Medium, Low
Source	Select	Justdial, Sulekha, Google Maps, Instagram, Facebook, LBB, Referral, Inbound, Apollo, Atlanta Parent

Assignment:

Field Name	Type	Notes
Assigned To	User	Team member
Last Contact	Date	When last contacted
Next Follow-up	Date	When to follow up

Notes:

Field Name	Type
Notes	Long text
Call Notes	Long text

Step 5: Create Views (20 min)

Click "+ Add view" in the Providers collection:

View 1: All Providers

• No filters (default view)

View 2: My Pipeline

• Filter: Assigned To = Current user
• Filter: Stage is not "Active"
• Filter: Stage is not "Not Interested"
• Sort: Last Contact (oldest first)

View 3: Needs Follow-up

• Filter: Stage = "Contacted"
• Filter: Last Contact < 3 days ago
• Sort: Last Contact (oldest first)

View 4: Launch City - Hyderabad

• Filter: City = "Hyderabad"
• Sort: Stage

View 5: Launch City - Atlanta

• Filter: City = "Atlanta"
• Sort: Stage

View 6: Ready for Onboarding

• Filter: Stage = "Interested"
• Filter: Launch City = checked
• Sort: Last Contact

View 7: Active Providers

• Filter: Stage = "Active"
• Sort: Business Name

Step 6: Set Up Pipeline Board (10 min)

1. Create a new view
2. Change view type to "Board"
3. Group by: Stage
4. This gives you a Kanban-style pipeline view

Step 7: Test with Sample Data (15 min)

Add 3-5 test providers to verify everything works:

Test Provider 1:
- Name: Test User 1
- Business Name: Sample Dance Academy
- Phone: +91 9876543210
- City: Hyderabad
- Categories: Dance
- Stage: Sourced
- Source: Justdial
- Launch City: ✓

Test Provider 2:
- Name: Test User 2
- Business Name: Sample Swim School
- Phone: +1 404 555 1234
- City: Atlanta
- Categories: Swimming
- Stage: Contacted
- Source: Atlanta Parent
- Launch City: ✓

Step 8: Invite Team (When Ready)

1. Go to Settings → Members
2. Click "Invite"
3. Enter team member email
4. Select role: Member (not Admin)
5. They'll receive an invite email

Attio Setup Complete! ✅

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2. Apollo Setup (US Cold Email)

Step 1: Create Account (5 min)

1. Go to https://apollo.io
2. Click "Sign Up Free"
3. Sign up with work email (use outreach@juniro.com or your domain)
4. Verify email

Pricing: Free tier includes 50 email credits/month. Paid starts at $49/month.

Step 2: Connect Email (10 min)

1. Go to Settings → Email
2. Click "Connect Email Account"
3. Choose Google or Microsoft
4. Authorize access
5. Verify connection

Important: Use a dedicated email for outreach (outreach@juniro.com), not your personal email.

Step 3: Enable Email Warmup (5 min)

Critical: New email accounts need warmup before cold outreach.

1. Go to Settings → Email → Warmup
2. Toggle "Enable Warmup" ON
3. Set warmup level: "Moderate"
4. Let it run for 2 weeks before sending campaigns

What warmup does:

• Sends/receives emails automatically
• Builds sender reputation
• Prevents spam folder

Step 4: Create Sequence (15 min)

1. Go to Sequences → "+ New Sequence"
2. Name it: "US Provider Intro"

Add Email 1 (Day 0):

Subject: Quick question about {{company}}

Hi {{first_name}},

I came across {{company}} while researching kids activities in Atlanta — looks like you're doing great work.

I'm building Juniro, a platform that helps families discover local activities like yours. Think of it as a Yelp specifically for kids' classes and camps.

We're launching in Atlanta soon and looking for quality providers to feature. Would you be open to a quick chat about how we could help you reach more local families?

Best,
[Your name]
Juniro

Add Email 2 (Day 3):

Subject: Re: Quick question about {{company}}

Hi {{first_name}},

Just following up on my note below. I know you're busy running {{company}}, so I'll keep this brief.

Juniro is free to join — we only charge a small commission when you get bookings through us. Early providers get priority placement when we launch.

Worth a 10-minute call?

[Your name]

Add Email 3 (Day 7):

Subject: Last note from me

Hi {{first_name}},

I'll keep this short — if you're ever curious about how Juniro can help {{company}} reach more Atlanta families, just reply.

Either way, best of luck with the business!

[Your name]

Step 5: Set Sequence Settings

Setting	Value
Send window	9:00 AM - 5:00 PM EST
Send days	Monday - Friday
Stop on reply	Yes
Stop on bounce	Yes
Daily limit	Start with 20/day, increase after warmup

Step 6: Save and Wait

Do NOT send campaigns until warmup is complete (2 weeks).

Use this time to:

1. Source leads from Atlanta Parent Directory
2. Add them to Apollo
3. Prepare sequences

Step 7: Import Leads (When Ready)

1. Go to People → "+ Add"
2. Upload CSV or add manually
3. Required fields: First Name, Last Name, Email, Company

CSV Format:

first_name,last_name,email,company,title
John,Smith,john@swimacademy.com,Atlanta Swim Academy,Owner
Sarah,Jones,sarah@dancestudio.com,Rhythm Dance Studio,Director

Step 8: Enroll in Sequence (After Warmup)

1. Select leads in People view
2. Click "Add to Sequence"
3. Choose your sequence
4. Confirm

Apollo Setup Complete! ✅

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3. Quick Reference: After Setup

Daily Tool Usage

Time	Tool	Action
Morning	Attio	Check "Needs Follow-up" view
Morning	Apollo	Check for replies
Midday	Attio	Add new leads from sourcing
Afternoon	Apollo	Enroll new US leads
End of day	Attio	Update all stages, notes

When Team Joins

Day 1:

1. Send Attio invite
2. Share provider onboard link (juniro.com/providers/onboard)
3. Walk through playbooks
4. Shadow first few leads

Week 1:

1. Review their Attio entries daily
2. Give feedback on outreach
3. Answer questions

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4. Tool URLs Bookmark

Attio:        https://app.attio.com
Apollo:       https://app.apollo.io
Loops:        https://app.loops.so
Posthog:      https://app.posthog.com
Provider Onboard: https://www.juniro.com/providers/onboard

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5. Setup Checklist

This Week

• Attio - Create account
• Attio - Create Providers collection
• Attio - Add all fields
• Attio - Create views
• Attio - Test with sample data
• Apollo - Create account
• Apollo - Connect email
• Apollo - Enable warmup
• Apollo - Create sequences

Before Team Starts

• Attio - Invite team members
• Attio - Assign test leads
• Share playbook links
• Schedule training session
• Set up team WhatsApp/Slack group

After 2 Weeks

• Apollo - Warmup complete
• Apollo - Start first campaign
• Review team's Attio usage
• Adjust processes as needed

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6. Troubleshooting

Attio

Issue	Solution
Can't create field	Check if similar field exists (Attio prevents duplicates)
View not filtering	Clear all filters, rebuild step by step
Team can't access	Check they accepted invite, correct workspace

Apollo

Issue	Solution
Email not connecting	Try different browser, re-authorize
Warmup not working	Ensure email is verified, check settings
Emails going to spam	Warmup longer, check email content

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7. Cost Summary

Tool	Free Tier	When to Upgrade
Attio	3 users, 1K records	When team > 3 or records > 1K
Apollo	50 credits/month	When sending > 50 emails/month

Estimated monthly cost at scale:

• Attio: $29/user (Plus plan)
• Apollo: $49/month (Basic)

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Next Steps After Setup

1. ✅ Set up tools (this guide)
2. Source first 10 providers manually (test the flow)
3. Hire sourcing team
4. Train on playbooks
5. Monitor and iterate