/DECK 07 · COMPANY STRUCTURE
FIVE PEOPLE · PLUS CLAUDE · ONE OPERATING MODEL

A small, agile, AI first agency.

Five people plus Claude. One CRM, one vault, one operating model. Everything else — repetitive work, reporting, autoresearch — runs on the AI layer so the team can stay small and move fast.

5peoplePlus Claude
1CRMAttio, end to end
1vaultSingle source of truth
24/7AI agents on call
Company structure · five plus Claude
01 / 09 · next
/01 · LEGAL ENTITY
/WHERE THE CONTRACTS LAND

Amplio Data — Barcelona based agency, registered in Estonia.

One primary contracting entity. Registered in Estonia via Xolo — the team operates from Barcelona. UK and EU clients contract directly with the Amplio entity.

Company
Amplio Data
Trading name across all markets
Base
Barcelona
Spain · where the team works
Registered
Estonia
Via Xolo — legal, tax, invoicing
Amplio Data · Barcelona based, Estonia registered
02 / 09
/02 · THE TEAM
/FIVE PEOPLE, AI POWERED

A small team where Claude handles the repetitive ops.

FOUNDER

Walter Masseroni

Founder and Head of Analytics. Runs the company from Barcelona. Owns client analytics delivery, sets direction, writes the playbooks.

CO FOUNDER

Daragh McCarthy

Co Founder and Head of GTM. Owns go to market, agency partner motion, and the Vault's learning layer.

ENGINEERING

Leon Aves

Head of Engineering. Owns server side, pipelines, and the AI interface builds on the Managed tier.

SOLUTIONS

Alana Rossi

Solutions Specialist. Owns tracking implementations, Consent Mode, and the 48h setup for new clients.

PROJECT MANAGEMENT

Jule Albrecht

Project Manager. Owns client cadence, monthly reports, and the recommendations tracker closure loop.

AI OPS LAYER

Claude

Vault maintenance, reports, outreach, autoresearch, scheduled tasks. Not a person — the automation engine the whole team runs on.

Walter · Daragh · Leon · Alana · Jule · Claude
03 / 09
/03 · CLIENT BOOK
/ACTIVE CLIENTS · 100+ TEAMS SERVED

Direct engagements + agency partner channel.

Only direct clients and agency partners on this list — end clients contracted via an agency partner (Malone, Alternative Energy, Devenish) appear under the agency partner they contract through.

DIRECT · STARTER

Certify Education

IELTS prep. Barcelona + Madrid. Monthly retainer, monthly reporting. Active since April 2025.

DIRECT · STARTER

Odisei Music

Barcelona. Retained engagement since September 2025.

DIRECT · PROJECT

Code & Wander

Project based. London.

DIRECT · PROJECT

Birdie

Birdie Care Services. Project based, London.

DIRECT

The Lily Effect

Active direct engagement.

DIRECT · ONBOARDING

Cropple

Daily image guessing game. Website audit complete.

AGENCY PARTNER

Rapid Agency

Belfast. Contracts with Amplio on behalf of end clients including Devenish, Malone, and Alternative Energy.

~30 prospects in pipeline · UKI · DACH · Benelux · Nordics focus
04 / 09
/04 · STACK
/HOW THE COMPANY ACTUALLY RUNS

Same stack, every day. No tool sprawl.

RUN THE COMPANY

Ops backbone

  • Attio — CRM
  • Xolo — legal, tax, invoicing
  • Gmail — comms
  • Calendly — meetings
RUN THE WORK

Delivery layer

See the Services Methodology deck for the full delivery stack: GA4, PostHog, GTM + Stape, Usercentrics, BigQuery, Obsidian vault, Claude + Vault Dashboard.

RUN THE OUTREACH

GTM motion

  • Webflow — website
  • Apollo + Vibe — prospecting
  • Smartlead — outreach
  • LinkedIn — brand
  • Claude — AI GTM orchestration
Anything not here either graduates in, or never arrives.
05 / 09
/05 · CRM BLUEPRINT
/THE ATTIO BLUEPRINT

Three core objects. One pipeline. Clear rules.

P · PEOPLE

People

first_name, last_name, email, linkedin, title, seniority, persona (from ICP skill), company (ref), last_touch, next_step.

C · COMPANIES

Companies

name, domain, country, tracking_score (from scraper), cmp_status, gtm_status, opportunity_tier, agency_type, industry.

D · DEALS

Deals

name, stage, amount, tier, company (ref), primary_contact (ref), source (direct / agency / referral), close_date, owner, lost_reason.

STAGE 01
Lead
STAGE 02
Qualified
STAGE 03
Meeting
STAGE 04
Proposal
STAGE 05
Won
attio-crm-structure-blueprint.md · attio-ui-efficiency-playbook.md
06 / 09
/06 · CLIENT SPACE
/EVERY CLIENT GETS THE SAME SHAPE

Graduate a prospect, scaffold the folder, fill the core files.

Core files, every time

  • _overview.md — status, contacts, tier, Client Health, Signals, Data Sources
  • data-context.md — API-connected or manual (Rule 13)
  • recommendations-tracker.md — every advice logged, pattern, priority, outcome (Rule 9)
  • meeting-notes/ · monthly-reports/ · deliverables/ · invoices/ · experiments/ · inbox/

Learning-loop rules

  • Health score < 70 triggers an alert
  • Signals extracted from every client comms
  • No data-context gaps — the system can't learn from clients it can't see
  • Every recommendation closes the loop with a measured outcome

Scaffolded from client-space-template.md. The onboarding intelligence pre-loader scans the pattern library for applicable patterns and seeds data-context on day one.

06-Clients/[name]/ · client-space-template.md
07 / 09
/07 · INTERNAL AREAS
/THINGS WE OWN INTERNALLY · 02-AREAS/

Ongoing responsibilities. Not projects, not clients. Living folders.

01

Amplio-Internal

Our own marketing, website, GA4, content calendar, positioning. Amplio is not a client.

02

Google-Ads

SOPs and playbooks used across every Ads engagement.

03

Analytics

GA4, GTM, server-side, consent playbooks and reference implementations.

04

Sales-Outreach

Outreach templates, ICP, scoring model, agency-partner motion.

05

Data-Pipelines

BigQuery, Looker Studio, automated data pulls, warehouse schemas.

06

Skills-Library

55 Claude skills. Skill creation, curation, performance tracking.

07

AI-Tooling

Advisor tool pattern, model-tier assignments (Opus, Sonnet, Haiku), prompt engineering.

08

Hiring

Contractor bench, rate cards, briefs, onboarding.

02-Areas/ · ongoing, never "finish"
08 / 09
/08 · NEXT
/WHAT TO READ NEXT

The proof it works.

Deck /08 covers the verified proof points: +37% average ROAS lift, 48h full setup, –90% data back and forth, 100+ teams served, 20 to 40% lost conversions recovered, 34% sessions hidden by consent.

NEXT · /08 PROOF POINTS /09 SCHEDULED TASKS /10 RULES
Better Data. Smarter Campaigns. Proven ROI.
09 / 09