Case Study: On Your Feet achieves stronger client relationships and smarter business development with Copper

On Your Feet crafts a winning client strategy with Copper

On Your Feet, a consulting firm, wanted a better way to manage client relationships and business development. Using Copper CRM, the team moved away from manually digging through old emails and relying on status meetings, which made it difficult to track opportunities, follow up consistently, and keep valuable relationships from slipping through the cracks.

Copper helped On Your Feet streamline contact management with Google Workspace integrations, custom tags, and clearer visibility into opportunities and lost deals. The result was a more structured, strategic process that reduced administrative work, eliminated status meetings, and gave the team better insight into revenue drivers—such as seeing that 3 of 11 opportunities generated 75% of quarterly revenue—so they could focus on higher-value clients.

On Your Feet

Brad Robertson

Partner