Works with Copper CRM

Remove the guessing game when it comes to setting up your CRM.

Copper CRM Crash Course

Spend just a few hours-per-week to set up Copper right.

Copper CRM Crash Course
Who It's For

Spend just a few hours per week
to set up Copper right

You need a CRM that works.
You need streamlined processes to grow.
You don't want to wake up 2 years from now, feeling frustrated and confused because your processes are too manual and redundant.
Get More Out of Copper CRM

What you get

Make Copper an Efficient App


CRM Best Practices Onboarding Questionnaire Icon


Coaching Session Icon

Technical Instructions

Video Call Session

Train Your Team


What is it? 🚀

Everything you need to know for how to successfully set up your CRM.

Course 🎥

Watch our course content (4 hours total)

Workbook ✏

Fill out our workbook with your existing business processes

Technical Instructions 🤖

Follow our technical step-by-step instructions to setup Copper

Train Your Team 🎓

Feel at ease training your team on streamlined processes as a pro
Bonus Offer

Copper Setup Discount 💵

If you fully complete the course and make a reasonable effort to map out all of your processes, and still struggle to get to the end goal, and require some hands-on support, we'll give you $1,000 off our Copper Setup Package, as a thank you for investing the time into setting up your business the right way from the start.
Save tons of time & learn from the best

Why Us?

We were Copper's first partner 7+ years ago, and we've worked with 100+ users to help them with their setup.

We packaged our best practices into this simple course so you can learn too — without the hefty price tag of custom consulting.
Recorded step-by-step videos with screen share
Learn what's possible with Copper — stop wasting time guessing
Get team adoption with systems that will help them stay on track
We ♥️ Service-Based Businesses

Industries This Can Help

Financial Services

Home Services

Home Renovation
Interior Design

Professional Services

Marketing Agencies
Law Firms

Sales (B2B)

Software (SaaS)
Products / Goods

Online Education

Boot Camps
Education SaaS
+ Many Others
Imagine This

6 Easy Modules

Start Here

Introduction & Expected Outcomes

1. Who This Guide Is For
2. How To Use This Guide
3. What To Expect & Additional Resources
4. Questions Regarding Copper's Features
5. Intro To Your New Copper CRM
6. Intro To CRM Terms: Leads, People, Companies & Opportunities

Leads, Leads, Leads

1. Introduction To Leads
2. Lead Status & Flow
3. Lead Statuses (In-depth)
4. Lead Views
5. Tying Multiple Leads Together
6. Converting Qualified Leads
7. Automated Sales & Marketing Emails
8. Outbound vs Inbound Leads
🎉 Lead Converted!


1. Sales Opportunity Pipeline Stages
2. Three Possible Outcomes (Won/Abandoned/Lost)
3. Re-selling Customers & Re-engaging Lost Opportunities
4. Additional Pipelines

Reporting Basics

1. Reporting Overview
2. Leads Dashboard Step-By-Step Setup
3. Opportunity Sales Pipeline Dashboard

Take Action (Technical Configurations)

1. Copper Champion One-Time Tasks
2. Workflow Automation (Cold Outreach Follow-Up Process)
3. New Copper User Setup
4. Lead Views
5. Tying Multiple Leads Together
6. Converting Qualified Leads
7. Automated Sales & Marketing Emails
8. Outbound vs Inbound Leads

Training Your Team

1. Training Your Team (Best Practices)
2. Training Your Team (What to Expect)

Best Practices, Importing Data, & More

1. Copper Importing Best Practices
2. Outfunnel Setup
3. Email Validation
4. Sales Email Best Practices
🏁 Journey Complete!

Don't just take our word for it!

Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore
Premier Partner
“Efficient App can automate, simplify, or integrate any of your processes!”
“Alex and the team have been so helpful - they are extremely knowledgeable about tons of integrations and provided a lot of insight for us on how to approach the problems we were having. I highly recommend using them if you are looking to automate, simplify, or integrate any of your processes!
Chelsea De La Grana
Director of People & Compliance
Codesmith (Online Education)
Chelsea De La Grana from Codesmith Headshot
“I've had a great experience working with Efficient App. They helped my team automate our invoicing process using QuickBooks Online. Not only did they help us build it out using our first CRM, but when we decided to switch CRMs, they helped us transfer the data to the new one, and made sure that we didn't lose any data in the process. Alex has gone above and beyond to help our team, and is always quick to respond to questions. I would highly recommend their team!
Anika Ahuja
Admissions Manager
Codesmith (Online Education)
Anika Ahuja Codesmith Headshot
Read Case Study
“We've increased our close rate from 40% to nearly 50%!”
“Every recommendation the team made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has more than paid for their services. Ongoing support is quick, thorough and well documented. I am greatly encouraged to have found a long-term solution with Efficient App.”
Read the full customer success story
Mike Ricker
Founder & CEO
Crash of Rhinos (Painting)
Mike Ricker (Crash of Rhinos Painting) Headshot
Premier Partner
“The team has unlocked possibilities and efficiencies we couldn't have dreamed were possible!”
“Efficient App has been transformative in our approach to business automation. The team has unlocked possibilities and efficiencies we couldn’t have dreamed were possible! Their expert understanding of the software ecosystem has lead to incredible partnership and strategy insights. Highly recommend if you’re looking for a team to help you take your business automation to the next level.”
James Nieves
Director of Product Marketing
Future PLC (Media Company)
James Nieves (Future Plc) Headshot

What do you say?

Buy Course
Efficient Founders

Meet The Founders

Alex Bass
Hi there! I'm “The Efficient Guy”
“I’ve been helping businesses with their processes & automation for over a decade. I’ve spent thousands of hours building and integrating software, in-fact, I've even consulted with many of the companies you see listed on our site, helping them build out parts of their API to better suit their customer's needs (their customers are our customers).

I’ve seen automation save companies many hours a month — I’m talking up to 500 human-hours per-month, all while improving the team's efficiency and happiness as a by-product (I don’t care what anyone says, manual admin just plain sucks).

I'm always researching and evaluating new software (just ask my co-founder and wife — Andra, AKA: the first one testing out whatever apps make it through the first cut). My philosophy has always been about using the best tool for the job (not the all-in-one tools that are great at doing many things poorly). It’s about finding well-built and thoughtful tools that are enjoyable to use (first and foremost). Software that was made with the end-user in mind (a great UI/UX), and an exceptionally talented team building them (no, really — I get super close to their product/engineering teams, I see this first-hand).

Outside of automation, I invest in startups and write about them on my blog (I've even invested in a few of the tools that we recommend on the site — this happened after personally using and recommending them to our customers for years).”
Say Hi 👋
Alex Bass
Founder & Head of Product
Efficient App
Alex Bass
Andra Vomir
Hi there! I'm “The Efficient Girl”
“We build software integration here — but what’s the reason I do what I do?

It comes down to the human element for me.

I remember the first time I helped a sales team get onboarded to a CRM and watched their productivity excel. They were making on average 4 sales calls per hour, as it would take 15 minutes to check all the different pieces of software for context prior to making a call — Google sheets for their contact details and notes of the last time they spoke plus their email and internal Slack messages for further context. On the first day after their CRM training session, the average number of sales calls went up to 11 per hour per rep. 🤯

Not only that but the team’s mind was more clear to focus. They didn’t feel like they were constantly missing something.

While all this may seem like common sense, Zapier's 2021 State of Business Automation Report found that 44% of SMB employees say that they're not highly efficient or productive in their day-to-day work, and 94% say they perform repetitive, time-consuming tasks in their role. So we've got work to do!

If you’re looking for well-oiled business processes, to improve your team’s organization and efficacy, then you’ve come to the right place. We'd love to help.”
Say Hi 👋
Andra Vomir
Co-Founder & Business Process Specialist
Efficient App
Andra Vomir

Ready to get started?

Buy Course
Looking for Hands-On Support Instead?

Let's build your foundation!

Read Case Study
“To think that this could be done with a piece of software was beyond my reality!”
“There has been tremendous pressure on me personally to try and manually manage all the business processes myself. When you showed what is possible with automation it was emotionally pretty overwhelming. To think that this could be done with a piece of software was beyond my reality.

For the first time, I could see how much time in human capital this would save our staff by automating some of our systems. I could see that it would also remove tremendous stress from trying to manage the whole process and also the possibility of reducing the human error aspect too. In our line of work getting it wrong, there is a massive amount at stake and the thought that some of this could be eliminated with technology was a massive reality shift.

I am just so lucky that you have allowed us to work with you both and wanted to send an email of thanks.”
Read the full customer success story
Alex Jamieson
Founder & Leading Financial Planner
AJ Financial Planning (Financial Services)
AJ Financial Planning (Alex Jamieson) Headshot
Copper Foundation
“Within the first week of launching our new Copper processes, we received a request for a new project and that alone could easily pay for our entire investment with you!”
“We are so happy to have our CRM up and running, this is great! Just signing into Copper and seeing everything there is exactly what we were hoping to do!

Within the first week of launching our new Copper processes [that you’ve helped us build], we received a request for a new project and that alone could easily pay for our entire investment with you!

Your assessment process and overall communication was fantastic, with a perfect blend of email, recorded videos, and live online meetings. Thank you for everything!”
Warren Hardy
Sr. Account Manager
PMR (Manufacturer)
Copper Foundation
“Efficient App has made a huge impact on the way I look at my business operations and scaling!”
“Before Efficient App, we weren't using a proper CRM, so following up with potential customers was a difficult and messy process.

The team helped us map our sales, onboarding, and project management processes to Copper, making it the central hub of our business for the past 6+ years. We have no idea how we functioned before having Copper!

Since then, they've recommended and have helped us implement Outfunnel, PandaDoc, and Help Scout, along with custom integrations and automation for our specific business processes. Their pragmatic software integrations are really helpful and are making a huge impact on the way I look at my business operations and scaling.
Brian Marek
Founder & CEO
Northtowns Remodeling (Home Services)
Brian Marek (Northtowns Remodeling Corp.) Headshot
Copper Foundation
“Our biz-dev efforts are alot better as a result”
“The first time I set up Copper for a creative agency, I did it alone and pushed through with online tutorials and support forums. It was an okay outcome. The second time, I hired Efficient App to help me. It has been a GREAT outcome ever since. With their help we have improved our pipeline structures and how we manage leads/clients. Just this improvement alone has been worth it.

They also introduced us to Copper-integration tools that have helped us find and track leads. Our biz-dev efforts are a lot better as a result.

It's been nice having their support when I have questions or ideas to try. They are responsive and quick to roll up their sleeves to find solutions. We haven't fully utilized the magic of their marketing/communication automation service yet, but that is our likely next step. Looking forward to it.”
James Keblas
Head of Business Development
All Is Well (Motion Pictures & Film)
Copper Foundation
“Everything is now running perfectly!”
“Alex and team came in and did an amazing job at identifying our issues and asking the right questions to determine the best course of action based on my business. Everything is now running perfectly! They came up with solutions that fixed our issues and allowed us new functionality. I highly recommend Efficient App!”
David Laderberg
Vice President
SmartCharge America (Electric Vehicle)
David Laderberg (Smart Charge America) Headshot

What do you say?

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