CoPilot Advisor - Grow your business with social prospecting

Grow your business with social prospecting

Learn how our strategy, combined with cutting edge A.I. technology can take your prospecting for clients to a new level of efficiency.

          Let's Talk          

Grow your business with social prospecting

Learn how our strategy, combined with cutting edge A.I. technology can take your prospecting for clients to a new level of efficiency.

          Let's Talk          

Change the way you find new clients.  

How our system works

Change the way you find new clients.  

How our system works.

Interested in learning how? 

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



Financial Advisors

We spoke to hundreds of Advisors and found many were not hitting their annual sales goals. Why? The feedback we got was always the same. The old ways of generating new business is no longer working. Lead lists are expensive and not targeted. Seminars are timely to organize and you end up just feeding plate lickers. Paid ads generate un-qualified leads and lastly, referrals never drive consistent business! CoPilot was created to help Financial Advisors fill their pipeline and have more opportunity to do what you do best - close deals.

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"The response back is absolutely amazing, I mean it really is. I mean I am approaching a third client from using this"  

-Michael Bommarito WSM  

Commercial Real Estate

In some ways, Commercial Real Estate is still a very traditional profession. But if you want to get ahead, you need to know how to grow your network of potential opportunities, at scale. 

The moment you decide your network is good enough, you risk becoming obsolete. The tricky part is, networking isn’t just about adding “numbers” to your rolodex - it’s about having conversations, with qualified prospects. 

CoPilot helps you connect and start conversations with your target niche so that you’re always top of mind for when they need you.  

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"So far this product has worked very well. It has exceeded my expectations. Results have been above what CoPilot said to expect."  

- Bill Geasey President of the Geasey Group, LLC  

Insurance Agents

Everyone knows the hardest part of business for an Insurance professional is finding qualified leads. It doesn’t matter if you know your products like the back of your hand, if you’re not talking to the right people, you won’t close. Not to mention, the Insurance market is saturated. Hundreds of agents competing for the attention of those qualified prospects which means building a network of opportunities can be exhausting. At CoPilot, we’ve created a completely new system which uses niche targeting criteria to make sure you’re only talking to the prospects who are interested in your products.

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"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  

 

Business to Business

When it comes to B2B, gone are the days of frequent or impromptu in-person meetings or the times when you could make an unplanned call and expect someone to answer (we have smart phones to thank for that!).  

Very soon, we’ll start to see the decline of business emails. Think about it, more than half of your daily inbox is from businesses trying to sell. The modern-day buyer is savvier and more prepared to just ignore you if they don’t recognize you right away. 

What does a sales professional do when all their old ways of prospecting and communicating with potential buyers are dying? Easy – tap into a new channel. With CoPilot, you can find your target through a new, and scalable channel that takes out the "cold" in your outreach.  

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"Copilot is an automated solution that I can depend on... Every single day I know that I will get at least 2 or 3 responses from targeted leads and it really changed the entire face of my business."

-Jason Malki CoFounder & CEO at Flex5  

Why Work With Us We are experts in the intricacies of social prospecting 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. 

Reps at the biggest firms are filling up their calendars using CoPilot  

What’s it costing your business if you wait? 



Are you ready to change your business with CoPilot?

Worst case scenario: you spend 15-min learning something new about prospecting. Best case scenario: you bring in new leads and transform the way you generate business. 

    START NOW   

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, quick 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.  

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, quick 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 or ICP 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 benefit) 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 tested methods 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.  

Flat monthly rate at no commitement.

Upgrade as you go.

Pick the level that matches your strategy.

Foundation

  • Self-service onboarding
  • Ticketing system support
  • Help & Support Portal materials  
  • Referral program

Comprehensive

  • Full service onboarding
  • Full service support
  • Help & Support Portal materials
  • Referral program
  • Social profile audit



Most popular!

Premium

  • Full service onboarding
  • Full service support
  • Help & Support Portal materials
  • Referral program
  • Social profile audit 
  • Website & qualification lead quizzes

Concierge

  • Full service onboarding
  • Full service support
  • Help & Support Portal materials
  • Referral program
  • Social profile audit 
  • Website & qualification lead quizzes
  • Meeting booking service. Best full support offering. 



Flat monthly rate at no commitement. 

Upgrade as you go.

Pick the level that matches your strategy. 

GET STARTED

FAQs  

  • Is this tool compliant? Yes, we haven't had any compliance departments reject this tool because nothing we do is customer facing. None of the communication within our messaging violates the compliance SEC and FINRA compliance guidelines.
  • Who are you guys anyway? We are a group of ex-advisors and techies who have worked at Riskalyze, Broadridge, Electronic Arts, and RBC Capital Markets. We are dedicated to helping sales professionals be successful.  
  • I want to wait to implement a solution like this... If you wait, you will be leaving a lot of opportunity on the table. We are the first to market with an automated social prospecting tool like this, and the opportunity to create a new channel of qualified leads is there for the taking!
  • Is my ideal customers really on social networks? Yes. They are doing research, learning about new job opportunities and "keeping their finger on the pulse" of business. 
  • Do cold outreaches really work? Yes, but remember this isn’t your typical “cold outreach”. The messages only go to those people that are in your niche target and have been vetted based on the data available. Also, the value you give in your message is extremely important.
  • What does my Profile need to communicate? You need to have a clean, informative profile that communicates your value, has a call to action (CTA) and shows who you are. Bonus points if you can include links to your website, content you’re written or any other brand building materials. 
  • What exactly do I get when I sign up? You get the prospecting service which includes: strategy session to create your target and messages, automated invites going out everyday, and a profile audit. When people reply to these invites our A.I. will reach out to you and inform you of any interested leads so you can focus your time on high priority prospects.  

 

  • What if I'm not technical? Don't worry, we built the product so everyone can use it. You don't need to be technical to experience results. Just follow the process we help you lay out. 
  • What if I don't have budget for a tool like this? This is a business development tool that will help you generate qualified leads. Think about how much you would pay for a lead who is willing to get a phone call or meet for coffee with you - we provide 5-10 of these leads per month and if you close 1 of those leads, the tool will pay for itself.  
  • Will this really work for me? Yes, this is just a digital marketing tool. It might sound a little foreign right now, but it works. This will work for you if you are: 1. Just starting out and are looking for ways to attract your core base of customers 2. Looking for new ways to accelerate fill your funnel 
  • What are the next steps? Book a 15-min discovery call with one of our Growth Team members to talk about whether social prospecting can work for you. 
  • Are there any long term contracts? No, everything is month-to-month. You can however, pay yearly to get a discount.  
  • How many new clients will I get from this? We don’t give you clients, we give you qualified leads that want to talk to you. Your results will be unique to you and your business. If you have a great offer and a proven sales strategy, you will see results. 
  • Is it hard to set up? No, it's very easy. In our most popular package, we help you get set-up and comfortable with the platform, and then our A.I. does the rest. We will send you leads and connections every single day.
  • Will this integrate into your other CRMs or software? Yes, of course. You don't have to worry. It easily integrates into the most common tools you are already using through an easy to use CSV export.
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THE BOARD  

JEAN-MARC BOUGIE

Chairman of CoPilot. CEO of Hillcore, $4.3B PE firm. Ex-Managing Director at RBC Capital Markets.  

 

HENRY BEE  

CEO, Co-founder of CoPilot. Ex-Broadridge and quantitative finance firm CSSA, spent 10 years building advisor tech.  

 

JESSE CHEN

CTO, Co-founder of CoPilot. Ex-EA, Thomson Reuters, NGRAIN. Shipped 12 titles at EA and worked on FIFA.



PETER SMYRNIOTIS  

Director of CoPilot. Director of Victory Square Technologies and CEO of Aspen.



vahid shababi profile

VAHID SHABABI

Advisor of CoPilot. Chief Growth Officer of Victory Square Technologies. Ex-PerfectMind's VP Sales and Marketing.

THE TEAM

DAVE LEE

Founding Engineer Ex-EA. 10 years on FIFA.



SEAN BROUWER

Product Designer Ex-EA, FIFA's UX designer.



MOJAN BUTLER

Director of Sales & Partnerships Ex-SAP and Global Relay.



VICTORIA BITOVE

Director of Growth Marketing Ex-team lead at ResponseTek


 

PETER BELL

Technical Support Supervisor, Customer Success Ex-Brit. 



DESMOND POON

Engineer Ex-teacher. 



PAUL FREMES

Customer Success Ex-SAP.



JACKSON CHAO

Engineer Ex-Pressimus Media.


 

MARY AIG

Account Executive 



Shahrooz Nabavi profile

SHAHROOZ NABAVI

Legal Counsel Partner at Fasken.


 

ESTHER KOW

Customer Success Representative



JONATHAN GRALL

Customer Success Representative



JEFF HSU

Account Executive 



JASON IP

Account Executive


 LUKE AUFFENBERG

Customer Success Representative


 

LESTER KO

Social Media Coordinator



 AMY ZHU

Design Intern



Get Started

We want to teach you exactly how to generate qualified leads in the digital age. We can guide to you to fill your pipeline without cold calling or paid advertising with our simple strategy of social prospecting.

Talk to our Growth Team about your targting and strategy to see if we're a fit.  

Contact Us