Guides & eBooks.

The “Booked Solid” growth playbook

A playbook for production teams who want momentum, not just surviving the scramble.

The “Booked Solid” growth playbook

A playbook for production teams who want momentum, not just surviving the scramble.

From sale to success: The sales-to-delivery handoff playbook

Learn how to align teams, automate workflows, and keep client trust intact at every stage.

From hustle to flywheel: The dev agency growth playbook

A step-by-step guide to moving from founder-dependent hustle to a system that scales

From hustle to flywheel: The dev agency growth playbook

A step-by-step guide to moving from founder-dependent hustle to a system that scales

Lead nurturing playbook

Turning connections into clients for agencies

Make the switch: Salesforce to Copper

How to prepare for onboarding Copper CRM and set your entire team up for success.

The ultimate guide to building buyer personas

Target smarter by uncovering your company’s ideal customer personas with this simple guide and worksheet.

2022 Revenue marketing report

We teamed up with Outfunnel for the second year in a row to bring you our 2022 Revenue marketing report.

Your ultimate guide to Google Workspace

This in-depth guide is filled with Google Workspace best practices to boost productivity and distributed collaboration in 2022. Skyrocket your efficiency and nurture key relationships effortlessly with customers, colleagues and prospects using your go-to Google apps

2021 State of CRM reporting

Let's take a look at how and why so many SMB professionals across industries use multiple

Survey: Customer-relationship building in 2021 | Copper CRM

We recently surveyed more than 500 sales and marketing professionals about their company’s approach to marketing, sales and customer engagement throughout 2020. Learn about their thoughts about the future.