Arrow pointing to left
All posts

Case study

Scaling a media powerhouse with Copper to keep partnerships on track

Entreprenista nurtures opportunities with 100+ potential partners in their pipeline, logging up to 20 intro calls a week

Copy blog urlTwitter share logoLinkedin share logoEmail to logo
Article featured image

When Stephanie Cartin and Courtney Spritzer launched their podcast in 2018, building a media empire was far from their minds. They simply wanted to reach a wider audience of female entrepreneurs with business advice based on the success of their marketing agency, Socialfly. Because, as hard as they had tried to fit everyone into their calendars for lunch and coffee dates, they were booked solid — and found themselves repeating similar advice to so many new or aspiring women business owners. With the Entreprenista podcast, Stephanie and Courtney would amplify their voices and impact a larger audience with business wisdom. And they certainly did — but they were just getting started.

Fast forward to COVID lockdowns, layoffs, and remote learning with kids at home 24/7, and suddenly a lot more women grew more eager to get their side hustle going — or turn their freelance gig into a full-fledged biz. And so, Entreprenista evolved to meet the demand for female-entrepreneur-focused resources, support and community. They launched additional podcasts and introduced a new membership community, the Entreprenista League. As their platform grew, so did their need for partners to fund their growing pool of entrepreneur resources, events and programming. Eventually, Stephanie and Courtney knew it was time to implement a system to organize and track their partner relationships — which is how they discovered Copper.

Now with a dedicated Director of Partnerships on board and nearly a year of Copper use under their belt, we sat down to chat with Entreprenista and see how their CRM system helps the media company continue to grow without limits.

Building a partner database and pipeline

Like most media companies, relationships with partners are critical to support their many initiatives and programs. Caitlin Stower was eager to lend her leadership as the new Director of Partnerships. Even though she’s only been on the job for a month and some change, Caitlin is a long-time Copper user (and fanatic), having used it extensively at her previous company.

“I loved it. I would spend hours in the platform each day.”
-Caitlin Stower, Director of Partnerships, Entreprenista

When her former employer switched to another CRM, the team went through months of training and still didn’t know how to use it. Plus, they had to build their own integrations. “I really struggled with the change,” Caitlin admits.

After her experience with another CRM, Caitlin named a few things that made Copper the winning platform for her:

  • “Copper filters are so much easier to customize and make them work for our business (we needed very specific filters for our use case at my previous job).
  • It’s really user friendly
  • You don’t need an outside consultant to get up and running (you absolutely do with this competitor)
  • The Copper team is always there to help with any technical issues.”

So when she learned that Entreprenista was already using Copper, it was icing on the cake. While co-founder Steph had a few partnerships in the pipeline already, Caitlin had a clear vision for how she wanted the partnerships program to run on the platform. So she jumped in and:

  • Set up the Gmail integration to pull email communications into Copper records automatically
  • Created a structured process for call logging
  • Developed templates for activity logging and notes
  • Implemented a system of filters for easy customer segmentation

Based on her experience managing partnerships at previous companies, Caitlin has built out a custom pipeline that takes the potential partner process from initial contact, to an intro call, all the way through to signing them as a new partner. All proposals and outreach to potential partners are recorded in Copper. Over time, this will create a partner “bible” that contains all communication history for every contact they’ve ever been in touch with. Caitlin recommends Copper to any type of business because:

“Anyone without technical experience can create a CRM account that works for them and their business. It really is CRM for everybody.” -Caitlin Stower, Director of Partnerships, Entreprenista

Get the latest from our blog every month

By the numbers

The partnerships team currently has 100 potential partners in their pipeline, and they’re adding more all the time. Caitlin’s goal is to maintain a pace of 10-20 intro calls each week, and so far they’re on track. With more plans to automate and improve the process, they hope to scale up their partner pipeline as they go.

What’s on the horizon for Entreprenista

The Entreprenista team at their latest event. From left to right: Caitlin Stower, Jessi Anderson, Jess Milanes, Stephanie Cartin, Courtney Spritzer, Kasey McKiernan, Donya Parsa, Ashley Salamanca

Caitlin’s still getting her feet wet in the middle of customizing their Copper account, but she’s excited to dive deeper into other features soon. At the top of her list are:

  • Setting up email cadences: She plans to set up templates and email sequences using Copper’s Marketing Tools, starting with a 3-email flow to send out to a leads list
  • Reporting: Getting granular with reports to help track things like weekly totals for intro. calls and emails
  • Integrating project management: Caitlin and her team are exploring integrating their project management system, ClickUp, with Copper using Zapier.

With so much potential and a growing list of high-profile partners, we’re excited to see what the future holds for Entreprenista. If you’re interested in learning more about Entreprenista and their community, check out their website.

Try Copper free

Instant activation, no credit card required. Give Copper a try today.

Ideo graphic
Masterclass graphic
Swell graphic
Bubbles graphic
Try Copper free image

Keep Reading

All posts
Arrow pointing to right
Featured image: Diag Partners tracks 105+ job openings and 50,000+ candidates with Copper

Diag Partners tracks 105+ job openings and 50,000+ candidates with Copper

Learn how this boutique recruiting firm built a custom “REQ wall” as their single source of truth and improved data integrity with Copper CRM.

Featured image: Houwzer grows exponentially in 7 years using Copper

Houwzer grows exponentially in 7 years using Copper

The real estate brokerage and mortgage co. has added 175 employees and 14 new locations since launching in 2015.

Featured image: Why UrbanVolt Chose Copper to Help Scale Business

Why UrbanVolt Chose Copper to Help Scale Business

UrbanVolt’s team is constantly keeping up with a high volume of inbound leads coming in. They use Copper to assist in scaling their business.

Featured image: How Curology used Copper to transform their partnership strategy

How Curology used Copper to transform their partnership strategy

Learn more about how Curology manages their partner and influencer relationships using Copper.