Guides

How to start a marketing agency (the right way) in 2025

Explore the essentials of how to start a marketing agency in 2025. Learn profitability secrets, scaling strategies, and why top agencies choose Copilot.

Guides

How to create a Squarespace client portal (easiest guide)

Learn how to create a Squarespace client portal, boost user experience, and streamline your business communication in this easy six-step guide.

Guides

6 client testimonial examples your website needs in 2025

Discover powerful client testimonial examples and learn how to collect, craft, and legally utilize them to enhance trust and drive conversions.

Announcements Featured

Copilot 2024 Winter Release

At Copilot, we want to offer service-based businesses a true all-in-one platform. Our Winter 2024 Release introduces three major features that gets us closer to this vision: a task management app, business analytics, and built-in automation tools. Manage tasks with the Tasks App With the Tasks App we’re taking

Guides

Expert Picks: 10 Go-To CoordinateHQ Alternatives (2024)

Looking for a better CoordinateHQ alternative? Check out our list of the top 10 picks, along with their detailed reviews, benefits, and pricing.

Guides

10 Task Management Software & Tools in 2024

Looking for the best task management software? Discover our top 10 picks to start, run, and grow your service-based business.

Guides

Productized Services: Why It Works & How to Build Them

Learn about productized services and why it's a popular business model for freelancers & agencies. Get inspired by Copilot's productized service example.

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10 Best Hubflo Alternatives & Competitors in 2024

Looking for the best Hubflo alternatives? Discover our top 10 picks to start, run, and grow your service-based business.

Guides

How to Write a Client Contract (7 Steps + Examples)

Secured your first client? Whether you are a small business owner or an entrepreneur, here’s how you can easily write a contract step by step.

Guides

10 best AI accounting software to scale your firm

Looking for the best AI accounting software to help you automate and scale your firm without hiring more people? Here are our favorite tools!

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How to create a client portal for your real estate business

Looking to build a real estate client portal? In this guide, we'll go over how to create a customer portal your clients will absolutely love.

Guides

10 best accounting firm practice management software

Running an accounting business and looking for the best accounting firm practice management software? Here are our favorites!

Guides

How to create a HIPAA-compliant client portal

Learn how to create a HIPAA-compliant, secure, and user-friendly client portal in just five steps.

Guides

10 client acquisition strategies that work (with examples)

An expert shares proven-to-work client acquisition strategies and shows how you can implement them to grow your business.

Guides

13 best customer & client portal portal software I love

Customer portals are a crucial part of creating a great customer experience. Here are 13 of the best client portal software and tools right now.

Guides

5 Free Bookkeeping Pricing Templates to Grow Your Revenue

An expert overview of the 5 pricing templates for bookkeeping that you can start using today to showcase the value of your services and get paid.

Guides

Email marketing services pricing for agencies in 2024

Are you working with clients and want to learn what the standard email marketing services pricing options are? Here are some real-world examples.

Guides

Agiled vs SuiteDash: An honest comparison for 2024

Trying to decide between Agiled vs SuiteDash to run your service business with? In this article, we'll go over what each platform does and how they differ.

Guides

How to start a consulting business in just 7 steps

Ever wondered how to start a consulting business? In this article, I'll go over my personal experience starting one and give you some tips.

Guides

A social media management pricing guide for 2024

In this article, we'll go over a social media management pricing guide so you can make sure you're getting paid for what you're worth.

Guides

10 best FreshBooks alternatives & competitors in 2024

Looking for the best FreshBooks alternative? In this article, we'll go over our top picks for freelancers and small business owners in 2024.

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How to collect payments from customers and clients

Learn 5 expert tips on how to collect payments online. Ideal for freelancers, small business owners, and anyone seeking to get paid on time.

Guides

101+ types of consulting service businesses (real examples)

Explore over 101 consulting services examples in our guide, ideal for entrepreneurs looking to start a service-based business that helps others.

Guides

How to start freelance marketing (7 steps to success)

Looking to learn how to start freelance marketing? In this article, I'll go over everything I did to start and my freelance marketing business.

Guides

11 Bloom alternatives and competitors in 2024

Looking for the best Bloom alternatives? Here are our top picks to help you start, run, and grow your agency, firm, or freelance service business.