CoPilot AI B2B Case Studies & Customer Successes

CoPilot AI Leveraging the power of AI and social selling, CoPilot AI helps sales teams, recruiters, agencies, and more find high-quality leads, engage them at scale, and convert them to customers. With AI-powered prediction tools, personality insights, and one-click messaging, CoPilot AI helps you create more meaningful connections and book more meetings.

Case Studies

Showing 12 CoPilot AI Customer Success Stories

How building a meaningful network of new business meetings helped this agency owner close his largest account to date

Attention Digital

Connor Lagman

Founder

How this financial advisor cultivated meaningful online connections to real-life impacts that resulted in over $20,000 in revenue with CoPilot AI

Catalyst Financial Group

Aaron Curry

Partner

Moving to a new state posed a problem for this successful Financial Advisor. CoPilot AI helped him to grow a network of referrals, and helped him close a new client

Financial Services Company

Shelby G.

Financial Services Company

How this small IT Business Owner taught himself how to prospect on LinkedIn, then let CoPilot AI scale his method which landed him a new client in just a few weeks

Hill City Technologies

Thad Butterworth

Owner

How this business owner generated two business deals worth six-figures in revenue, and more importantly - built meaningful relationships that will result in MORE business with CoPilot AI

Intro Global

Nate Habermeyer

CEO & Co-Founder

How this digital marketing agency owner increased bookings by 4 appointments per week and reduced the time spent finding new business using CoPilot AI

Local2Online

John Estabrook

Director

How this startup booked 60 prospect meetings in just 60 days with CoPilot AI

Onescreen.ai

Greg Wise

Co-Founder & Chief Customer Officer

How this Financial Advisor found more high-net-worth prospects in his niche with social selling and CoPilot AI

Onescreen.ai

Greg Wise

Co-Founder & Chief Customer Officer

How this software firm was able to seamlessly pivot into a new business market & close a strategic partner with CoPilot AI

Red Pill Now

Bob Kadrie

Chief Creative Officer

How this small business owner took his local business international with the help of CoPilot AI

The Matthews Business Network

Stan Matthews

Chief Executive Officer

How this leadership consulting coaching firm improved time-cost savings and increased meaningful leads to 50% with CoPilot AI

Velocity Leadership Consulting

Karen Brown

CEO & Executive Performance Coach

How this consultant built a winning sales strategy and process using CoPilot AI and generated 33 leads in the first 60 days

XC Consulting LLC

Xavier Chang

Principal Consultant

No matching case studies

Featured Companies

Mile7

13 Case Studies

TSC Business Solutions

9 Case Studies

FlexMade

3 Case Studies