Copper blog

Client success - 12 min READ
What is a client intake form (and how to build one)
Streamline your 'intake form' process to conveniently gather critical client information. Implement our recommendations for faster alignment and program success.

Productivity - 6 min READ
Every business leader should read one novel a year
Think business books are the only way to grow? One novel a year might do more. Here's how fiction can sharpen your focus, creativity, and leadership edge.

Productivity - 4 min READ
When did ‘wearing all the hats’ become the norm?
Burnout isn’t a badge of honor. Get the right systems in place to run things with clarity.

Productivity - 5 min READ
How to be a project manager and run your business like a pro
Lead like a project manager and keep your business organized and focused.

Sales
What sales and project managers can learn from each other
Sales and project managers don’t have to work in silos. Learn how both teams can share tips to stay aligned, hit goals, and keep clients happy.
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Popular

8 min READ
5 Ways to use Pipeline email automations that save your team time
Save hours with smarter email follow-ups that scale with you and help you never miss a beat

8 min READ
5 Forms you need on your website to capture more leads
Capture more leads, automate follow-ups, and keep your pipeline full with these must-have website forms.

4 min READ
How to use CRM for project task management: 5 use cases
Simplify your workflow: Discover 5 ways small businesses use CRM project task management to track tasks, clients, and projects efficiently.

6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.

9 min READ
How to host a lead gen webinar with Google Meet video conferencing
Let's dive into how you can schedule a Google Meet video meeting for your next virtual event and 6 things you need to have on your video conferencing

4 min READ
How to use CRM for project task management: 5 use cases
Simplify your workflow: Discover 5 ways small businesses use CRM project task management to track tasks, clients, and projects efficiently.

Productivity - 6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.

Sales - 6 min READ
How to create an ideal customer profile (ICP)
Learn how to create a detailed ICP to effectively identify and focus on your ideal customers.

Productivity - 4 min READ
Hiring your first freelancer (and how to work with them)
Hiring your first creative freelancer? Read this before you post a job description.

Productivity
The future of media is community-driven—here’s how to keep up
Clicks are out, community is in—let’s talk about why.

Productivity - 8 min READ
5 Ways to use Pipeline email automations that save your team time
Save hours with smarter email follow-ups that scale with you and help you never miss a beat

Sales - 9 min READ
Stop losing customers with the 7 strategies we use
Stop losing customers! Keep them with smarter onboarding and support strategies.

Marketing - 6 min READ
How consultants can turn content marketing into a lead-gen machine
Turn your expertise into leads with content that works on autopilot.

Marketing - 6 min READ
Why short-form video is popular(and how to benefit from it)
Discover why short-form video is rising and learn how your brand can use it to boost engagement, reach, and audience connection.

Marketing - 5 min READ
Beyond ads: Creative ways media brands can monetize content
Want to monetize content in a way your audience actually loves? Start here.

Marketing - 10 min READ
How to come up with your agency’s brand story
Your brand story is your strategy. Use it to grow your business.

Productivity - 8 min READ
The top 9 content marketing AI tools you need for your agency
Boost your agency’s content with AI tools for writing, SEO, and automation.

Sales - 9 min READ
Sales pipeline stages: a breakdown
Understand the importance and structure of sales pipeline stages. Explore how a well-managed pipeline can boost your sales and the best tools to create yours.

Productivity - 5 min READ
Email templates to use for any and every holiday
Ditch the writer’s block! These holiday email templates help you connect and celebrate with customers.