Guides

How to write a marketing proposal for any service

Ready to sign that client? In this article, I'll show you how to write a marketing proposal for any marketing service that will help close that deal.

Guides

How to get graphic design clients (in 5 steps)

Looking to scale your design business? Learn how to get graphic design clients and scale your freelancing business, or agency, in 2024.

Guides

7 best Clinked alternatives you need to try in 2025

Looking for a Clinked alternative to help you manage and scale your service business? Here are seven great options currently on the market!

10 best Dubsado alternatives you need to check out in 2025

Looking for a Dubsado alternative to help you run your agency or freelance business? Here are 10 tools that are definitely worth trying in 2025.

Guides

10 best client management and automation tools in 2024

Find the best client management tools to automate your client work, keep you organized, and retain clients. Here are our favorite tools to use.

Announcements

Copilot 2023 Winter Release

We’re excited to announce the Copilot Winter Release 2023. Watch the video to see a full product walkthrough of new features or read about them below. ⬇️ Contracts App There are dozens of eSignature solutions out there, but we wanted to build something better – something that is tightly integrated with

Guides

10 best SimplePractice alternatives & competitors in 2024

Looking for a SimplePractice alternative to manage and grow your health and wellness business? Here are 10 great alternatives to SimplePractice.

Guides

333+ unique business name ideas for startups of all kind

Discover over 333 unique business name ideas for startups in various industries. Craft a memorable brand identity with expert tips for success.

Guides

10 powerful ways to get more marketing agency clients

Discover 10 proven strategies on how to get clients for your marketing agency in 2024. Grow your client base and succeed in the competitive landscape.

Guides

7 best file sharing software of 2024 (features + pricing)

Learn about the best file sharing software on the market right now and what features to look for when deciding to pick one.

Guides

How to start a social media marketing agency in 2024

In this article, I'll show you how to start a social media marketing agency in 2024. You'll learn everything from finding clients to getting paid.

Guides

How to start a virtual bookkeeping business (In 5 Steps)

You’ve decided to take the leap and start your own virtual bookkeeping business. That’s great, but where do you begin? Learn the basics here.

Guides

How to get web design clients for your service business

Discover proven strategies on how to get web design clients. Boost your business with our expert tips on portfolio creation, outreach, and more!

Guides

10 best consulting software for business owners in 2024

Explore the best consulting software of 2024, designed to streamline business processes and boost client relationships.

Guides

How to write a consulting proposal (template)

Master the art of how to write a consulting proposal. Learn key elements, formatting tips, and tools for creating proposals that win clients!

Guides

New client onboarding questionnaire template (13 questions)

Here's a simple client onboarding questionnaire template you can use to set new clients up for success.

Guides

10 best productized service platforms and software (Ranked)

Discover the best productized service platforms and software to help you turn your service-based business into a scalable product business.

Guides

10 best freelance jobs in high demand that pay well (2024)

Freelancing is on the rise. Here are 10 best freelance jobs you can start a career in and places you can sign your first client.

Guides

300+ unique consulting business names to inspire yours

Looking for the perfect name for your consulting business? Here are over 300 consulting business names, examples, and ideas to spark your creativity.

Announcements

Announcing Copilot on Make

Starting today, Copilot is available and fully supported on Make. Now, alongside our existing API and Zapier capabilities, you can harness the power of Make's visual programming to automate workflows between Copilot and the apps you use daily. Check out our Make profile here. Why we built Copilot

Guides

Secure client file sharing portal with Copilot

Did you know file sharing with clients comes with potential risks? Learn how secure file sharing portals work and how to choose a secure service.

Guides

10 best Karbon alternatives you need to check out in 2024

Looking for a new client portal to run your accounting firm. Here are 10 Karbon alternatives to help you run, manage, and grow your service business.

Guides

10 best Plutio alternatives to run your service business

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

Guides

4 steps to automate your client intake forms

Learn how to streamline your firm's workflow with our guide on creating an automated intake form using Copilot's form builder.

Guides

Automated invoice processing: How to automate your invoices

Explore the transformative power of automated invoice processing. Learn how it boosts efficiency, cuts costs, and streamlines finance operations.