September General Prospect Newsletter

Hi there —


This week, my husband and I are playing calendar Tetris to juggle childcare with overlapping work travel — and it reminded me of the biggest lesson I’ve learned as both a parent and a leader in a remote-first world: presence matters more than perfection.


Some days are messy, but the principle stays the same: people don’t need polish, they need presence. Customers don’t expect perfection. Instead they expect us to listen, respond with care, and respect their time. Teams need the same from leaders too.


Here are a few practices that help me bring that into my role:

  • I block time for what matters and treat it like a customer call: visible and non-negotiable.

  • I’m upfront about tradeoffs, because clarity builds respect and sets boundaries.

  • I focus on presence over polish (people don’t remember the Wi-Fi glitch, they remember being heard).

Remote work blurs the lines, but it also reminds us that success (with customers, teams, or at home) comes from being real and showing up. Not perfect, but present.


How are you modeling presence for your teams and customers? 


Best,

Perri, VP Customer Success

It’s the CRM for LinkedIn


Jumping between LinkedIn and your CRM just to copy-paste info? Hard pass.

In this session of Coffee with Copper, we’ll show you how to go from LinkedIn profile to Pipeline in a single click with our Chrome Extension.


Think: Adding contacts on the fly, keeping records fresh without the busywork, and logging activity without breaking your flow. Register today!

The silent signals of churn (and 5 ways to catch them)

Churn doesn’t usually storm in with a dramatic “we’re done” email. 


It sneaks in slowly: fewer replies, cancelled calls, colder vibes. And before you know it, that once-solid client is gone.


Here are five sneaky red flags every service-based business should keep on their radar and how to turn them around before it’s too late:

  • Your circle is shrinking. If you started out chatting with six stakeholders and now only one person answers your emails, that’s risky. Widen the net: jump on cross-team calls, share wins with leadership, and make sure more than one person knows your value.

  • Requests are piling up. When “quick questions” triple overnight, it’s not just noise… it’s a signal. Dig in, find the real cause (training gap, clunky process, unclear expectations), and solve that instead of just putting out fires.

  • Renewals are dragging. A contract sitting “under review” for 26 days? Yikes. Don’t send another “just circling back” email. Instead, ask what’s holding things up and deliver the ROI proof, clarity, or call they need to feel confident.

  • Payments are slowing down. Late invoices are rarely just an accounting hiccup. Treat it like a chance to check in on the relationship — and remind them how your work connects to the wins they care about.

  • The fun stuff is gone. If strategy sessions and brainstorms have turned into bare-minimum status updates, engagement is fading. Bring back the energy with higher-value touchpoints that make you a partner, not just a vendor.

Think of it like relationship radar: the better you are at catching the small signals, the fewer surprise breakups you’ll have to deal with. 


Want to dive deeper? Read the full blog post here.

Pulse Points 

Click crisis

Zero-click searches are stealing traffic. Learn how to stay visible when no one’s clicking through.

Remix

This agency founder is flipping the script on growth, showing why partnerships beat old-school acquisitions. Read how she did it here.

Power up

Unlock 5 ChatGPT-5 settings that make the chatbot smarter, faster, and way more personal. Learn more here.

AI touchdown

In this ad, pigs do fly! AI took center stage to kick off the NFL season with a surreal parade of fandom. Watch the full video here.

Boost it

Want more Instagram followers? Check out this post from Instagram for how to make it happen. 

Stop just collecting and make your forms actually work for you

Forms are everywhere (Wi-Fi logins, pizza orders, webinars). They’re great at grabbing info… but not so great at what happens next.


Too often, data gets stuck in spreadsheets or inboxes. Momentum dies, and leads go cold Here are a few ways service-based businesses can make forms actually work for them:

  • Client intake: Collect everything in one place so projects start with the full picture, not a messy paper trail.

  • Events and webinars: Turn registrations into follow-ups the same day instead of letting excitement fizzle out.

  • Project requests: Centralize client requests in one pipeline instead of juggling scattered emails and chats.

  • Internal ops: Track hiring, vendor details, or team requests with the same level of organization you use for clients.

  • Audience growth: Sync newsletter sign-ups directly into your marketing list so it’s always clean and ready to nurture.

Forms alone just give you static data. Smart forms turn that data into action, follow-through, and growth. 


Read the full blog post for why this feature is a game-changer.


Watch this...

Tired of clunky sales-to-delivery handoffs? Here’s how to ditch tool chaos, lean on automation, and turn awkward client transitions into trust-building growth moments.

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