What Are the Next Steps to Joining Copilot?

Mike Andes walks through how to start with Copilot CRM: use the free plan for 60-90 days with up to 50 customers, book a demo with Christian, watch the 30-minute video on copilotcm.com, or take the free training at Copilot University. The free tier includes advanced features most users never pay extra to unlock.
Questions this video answers
Up to 50 customers.
About 30 minutes.
copilotcm.com.
mikeandys.com.
Chapters
Foreign.
Copilot, you might be thinking about potentially joining as your first CRM or switching from your current CRM. And this is what I would recommend you do. First and foremost, you can join for free. You can literally do up to 50 customers and have a lot of features. It's incredible how many features are for free in Copilot and you can build up to 50 customers. You could literally have like a few thousand dollars a month in revenue and use it completely free with a lot of features. Obviously as you grow, you're going to need to scale it up past 50 customers. But, but I would recommend just start the software for free, not so much to like actually run your business because if you have four or five, six employees, you're way more than 50 customers and you're. You need to pay. But start a free subscription and just look around the software, look at the user interface and see how we change over the course of a month or two. Look how much, how many additional features and modifications and improvements we make over the next 60 to 90 days and then compare it to whatever you're using now. And I can guarantee you the amount of features, the amount of improvements that we make in a 60 or 90 day window will defeat and put to shame any other CRM. I can guarantee you that the next thing I would be doing is booking a demo call one on one with one of our sales team. Now, Christian is currently taking these calls and he's actually a personal trainer of mine. He's not in tech and he's not actually even in sales. He's a trainer. He's my personal trainer. He's worked at a gym with me for years and a great friend of mine, his passion and his goal in these calls is not to sell you anything, it is to make sure he determines by the end of that call what CRM is the best solution for you. If that's copilot, great. If it's not, he'll tell you exactly why not and he'll tell you when potentially it would be. But he's not going to try to sell you on anything. His goal is to train and educate you on, on what CRM is best for your business. Now if you don't like having more one on one communication, that's totally fine. Go to copilotcm.com, there's a demo on there where for 30 minutes I kind of walk you through some of the basics of the software. Now that's fine and good, but even though I recorded that three or four weeks ago, the Software already looks so much better and improved compared to what I even showed in the demo. That's why I really recommend getting the free version, at least getting started in the journey to be able to see the software and then be able to track our performance and improvements over the course of a couple months. Now, if you wanted to really dive deeper, go check out Copilot University. It's completely free. Just go to mikeandys.com, it's a free online course that walks you through all the workflows, tutorials and training of how to use the software. A lot of different CRMs, especially the ones that are built for enterprise level users and have more complicated automations and job costing and price matrixes, they charge a big initial upfront cost fee as well as they'll actually charge you on an ongoing basis to like run your automations and keep up to date with your software. It kind of boggles my brain and the reason is because their recipes are so complicated. I think of it like this. All the features inside of a software are like, they're like the toppings, right? And you can have all the vanilla ice cream in the world, but you need the toppings, you need the features. But so many people don't use the features, the toppings in their CRM because they don't know how, they don't have the recipe. You can have all the great ice cream in the world and all the toppings in the world, but if you never put the two together, you don't really get to have the full experience. And I'm so sick and tired of CRMs having great features, but no one's ever utilizing them to their full extent because they were never given the recipe or they never. The keys to that recipe were tied up behind a paywall of 3, $400 a month, which is crazy. Like, let us use your software, train us on how to use your software. And that's what Copilot University is free course it's going to train you on what the standard operating procedures SOPs are that we recommend and the workflows that we recommend to use for billing, invoicing, project management and a host of other things that you're doing in your business on a daily basis. Once you've done all four of those things, you're probably in a really good spot to choose whether or not Copilot is the best fit for your business. Again that is get the free version, book a demo call, watch the demo, the main page homepage of the website, as well as go check out. Copilot University.










