Copper is designed to streamline your work, saving you time while helping you grow your business. Our four-part webinar series is here to guide you through automation best practices—from capturing leads to closing deals and nurturing long-term relationships.
Each session is tailored to help you Connect, Win, Deliver, and Grow with Copper, leveraging automation to eliminate manual tasks and drive efficiency across your team.
Explore Our Webinars:
Who it's for: Sales & marketing teams looking to streamline lead generation
When: First Thursday of the month at 1pm EST
What you'll learn:
Unlock the power of automation with Copper CRM to capture, connect, and convert new leads effortlessly.
Set up a contact form on your website to gather key details about your leads and contacts.
Automate follow-ups by syncing new contacts to an email sequence that nurtures leads.
Leverage Copper’s mobile app and business card scanner for easy lead capture.
Who it's for: Sales teams & project managers who need smoother handoffs
When: Second Thursday of the month at 1pm EST
What you'll learn:
Automating sales pipeline management to close deals faster
Using workflow automation to reduce repetitive tasks
Create a new opportunity from a contact and track its progress
Who it's for: Project managers & service teams delivering client work
When: Third Thursday of the month at 1pm EST
What you'll learn:
Automating post-sale project handoffs for a smoother transition
Managing project pipelines efficiently within Copper
Automate task creation from stage to stage to keep your team on track and reduce bottlenecks.
Who it's for: Business owners focused on retention, referrals, and repeat business
When: Fourth Thursday of the month at 1pm EST
What you'll learn:
Setting up automated check-ins to keep clients engaged
Tracking customer interactions to identify upsell opportunities
Using Copper to nurture long-term client relationships
Follow up on lost deals with targeted messaging and strategic re-engagement.
Refine your strategy with reporting insights
Why Attend?
✅ Learn hands-on strategies to automate your daily workflows
✅ Discover time-saving tips tailored to your role
✅ Get expert guidance to maximize Copper CRM’s capabilities
Ready to work smarter? Sign up for an upcoming webinar today! 🚀