Do yourself a favour and take 15-mins to discover the opportunities of social prospecting.
We guarantee after your first month of service you will have a minimum of 5 new, qualified leads that want to talk to you just waiting in your inbox.
Bring in new clients at a low cost
Accelerate your growth
Save time networking and prospecting
Eliminate the need for low return tools
"The response back on LinkedIn is absolutely amazing, I mean it really is. I mean I am approaching a third client from using this"
-Michael Bommarito WSM
"You guys provided me the resources... that just set me up for going into the meeting and feeling confident about what I was doing and I landed him, so, it was great." -Jason Hilliard Forecast Capital
"It's a huge timesaver, I'm probably adding 30 new connections a day to my network and then I am having probably 5 good conversations per day." -Doug DiDominica Principal Financial Group
Social Prospecting 101 A pool of untapped prospects just waiting for you to reach out.
Social Prospecting is the act of finding new “leads” or “prospects” through a social network. If you’re in the business of finding new clients or customers, your job will be a lot easier if you take advantage of the wealth of data and potential customers on these networks. There’s been a shift in how people want to communicate. Think about the last time you communicated with someone and it wasn’t face-to-face. For most people, it’s through direct messaging on their phones or computers. People love this type of communication as it’s easy, personal and non-intrusive. Investing in social prospecting is extremely effective when done right, and at CoPilot, we’re experts in partnering with you to develop your strategy and then automate the effort to deliver tangible results. Your network can help you determine your net-worth, and we want to show you how.
Let Prospects See You Transparency in sales generates a trusting relationship.
In a world where online attention spans are diminishing, visual communication and credibility is an increasingly effective solution to stand out. Your social profiles are often the first impression for the prospect you’re connecting with. It gives them a simple understanding of your character as well as the value you can offer to them.
At CoPilot, we help you to evaluate your current profile and suggest ways for you to make small improvements that speak to the value you can add to your future prospects. Your social media profile may provide the validation a prospect needs to more forward with a phone call.
Focus on Your Niche Sales Target Only talk to prospects who will actually be interested in talking to you.
Social networks hold a lot of personal data. The key is to think about who your current clients are, and determine what they have in common. With simplified targeting, you can go as broad or as narrow as you want and we help you pinpoint those small commonalities between your best customers. Why? Because if you don’t target the right people, it doesn’t matter how great your messages or sales strategies are, because they are ultimately not your target.
Conversation Matters Create a conversation that offers value to both you, and your prospect.
The point (and benefits) of social prospecting is to in fact, be social! It’s a truly unique way to strike a conversation with a potential prospect and then convert them to a sales qualified lead who wants to talk to you.
Use tools that can help you qualify the lead prior to a meeting, such as our Investor Quizzes and our best practices for social selling.
We’re experts in creating messages that are social, genuine and conversational. Remember, you’re talking to real people here, and we want the experience to be good on your end and theirs.
Time is Money Prospecting is a numbers game. Automation will drive your success.
You might think a social prospecting strategy will take a lot of time to implement on your own - and you’re right - social prospecting is hard, but we make it easy. Here's why our solution stands out.
Our in-house Artificial Intelligence tool does the hard work for you.
We automate engagement of your personalized messages to your custom target, and then categorize the responses based on who is interested in talking to you. Using A.I., we line up leads and appointments for you steadily throughout the month. We help you save time on prospecting so you can focus on what you’re good at - closing deals.
Why Work With Us We are experts in the intricacies of social selling and have distilled our learnings into this system for you.
We help you craft best practice messages that be customized into what works for you, and your business.
We send warm leads to your inbox right when they’re interested in talking to you.
We support you with an entire team of experts that help you get as much value as you can from the platform.
We help to create credibility within your network. The more people connect with you, the more credible you are.
Chairman of CoPilot. CEO of Hillcore, $4.3B PE firm. Ex-Managing Director at RBC Capital Markets.
CEO, Co-founder of CoPilot. Ex-Broadridge and quantitative finance firm CSSA, spent 10 years building advisor tech.
CTO, Co-founder of CoPilot. Ex-EA, Thomson Reuters, NGRAIN. Shipped 12 titles at EA and worked on FIFA.
Director of CoPilot. Director of Victory Square Technologies and CEO of Aspen.
Advisor of CoPilot. Chief Growth Officer of Victory Square Technologies. Ex-PerfectMind's VP Sales and Marketing.
Founding Engineer Ex-EA. 10 years on FIFA.
Product Designer Ex-EA, FIFA's UX designer.
Director of Sales & Partnerships Ex-SAP and Global Relay.
Director of Growth Marketing Ex-team lead at ResponseTek
Legal Counsel Partner at Fasken.
Technical Support Supervisor, Customer Success Ex-Brit.
Customer Success Ex-SAP.
Engineer Ex-Pressimus Media.
We want to teach you exactly how to grow your practice in the digital age. We can guide to you to generate a flurry of appointments with high-net-worth clients without cold calling or paid advertising with a simple strategy of social prospecting.
Talk to our Growth Team about your targting and strategy to see if we're a fit.