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From Clicks to Clients
Whether you're a client, team member, or partner, use this page to quickly find what you need.
(links will be updated regularly as we grow)
CRM (Customer Relationship Management)
Ideal Client = Buyer Persona
Network Winner’s Circle
Sales Funnel
Services Overview
Video Demo – Digital Tools
Website Optimization
Book a Call (15 Min)
Book a Call (30 Min)
Buyer Persona Quiz
Program Recommendation - Quiz
Request a Quote - Custom Program 1
Request a Quote - Custom Program 2
Tips + Price per Solution - Quiz
Website Audit Form
Guide: Buyer Persona
Guide: 4 Common Issues Holding Businesses Back
Sales Funnel Assessment
Website Checklist
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Copilot Agency Quick Access Hub
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