Guides 33+ best marketing agency tools you need to grow in 2025 Here's a list of some of the best marketing agency tools that I, and many others use, to start, run, and grow our marketing agencies.
Guides 13 best client portal portal software picked for 2025 Looking for the best client portal software to create an experience your clients won't forget? We curated a list of our top favorite tools in 2025.
Guides 10 best ManyRequests alternatives and competitors in 2025 Looking for the best Manyrequests alternatives? In this article, we'll go over our favorite tools to help you run your service business in 2025.
Guides How to get bookkeeping clients: 12 effective ways in 2025 Discover practical strategies on how to get clients for bookkeeping, establish your niche, set your prices, and grow your accounting business.
Guides 8 essential things to include in every client contract Ready to sign that new client? Here are eight essential things to include in every client contract you send to a prospective client.
Guides How to create a Notion client portal (easiest guide) Looking to build a Notion client portal for your clients? In this article, I'll show you what you need to think about when building a client portal.
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.
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.
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.
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!
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.
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.
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 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.
