Guides How to onboard a new client in 6 simple steps Learn how to onboard a new client in just six simple steps and so you can create a lasting first impression retain clients for longer.
Guides How to create a Webflow client portal (in 6 steps) Learn how to create a Webflow client portal by integrating a no-code client portal builder with your Webflow site in just six easy steps!
Guides 22 unique gift ideas for clients that actually make sense Want to show a client your appreciation for them? Here are 22 of the best gift ideas for clients that make you stand out from other service providers.
Guides 5 marketing contract templates for agencies & freelancers Ready to sign that new client? Here are five of the best marketing contract templates you can use when onboarding your new marketing client.
Guides How to create a Framer client portal (easiest guide) In this guide, we'll go over how to create a Framer client portal step by step.
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.
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.
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!
Guides 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 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 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.