Focused On Growing Your Local Service Based Business

We help local service-based businesses with marketing education, software solutions, and done-for-you services that will delight your customers and grow your business for the long run.

The Copilots System:

Simple, Sustainable Growth

Look, your business doesn’t just need some Facebook posts or a billboard ad to attract customers in our modern world. You need a comprehensive marketing system that grows with your business, has great ROI, and meets the needs of customers you work with. 

Customized for Your Niche and Business

Look, their are lots of CRM systems out there. Not a single one of them is customized for your niche and business right out from the start (unless your paying thousands a month!). We combined our experience marketing a wide variety of local business to make turn-key software solutions for a variety of business categories. From funeral homes to RV dealerships, we’re got you covered. 

Built-In Local Marketing Training

If you have ever dreamed of taking control of your marketing or just need a few tips to get some new customers on the phone we have you covered. Built in to our software is hands-on training that will teach you the basics of Google My Business, Facebook Ads, Google Ads, Websites, SEO and much more.

Customer Journey Automation

You can’t always be in front of the phone… and that’s okay! Our automated systems follow-up with potential clients, manage them along their customer journey, and even ask them to leave you reviews. All of this and more can be done with a few simple clicks of the mouse. Let’s figure out what we can automate in your business!

On-Demand Marketing Services

When you need a little help with marketing we’re here every step of the way. At our core, we are digital marketing and technology experts focused on helping local service-based businesses. We provide a full suite of digital services on a month-to-month basis. No confusing contracts, just simple scalable growth for your business. 

A Robust, Customizable Marketing And Sales System

When you start learning about growing your small or medium-sized business you’ll probably hear about a multitude of systems that need to be implemented to grow your business and care for your customers. These systems add up quickly and require custom integrations between each to work properly. With Copilots CRM, it’s all in one place. One source to organize and grow your marketing and sales process.   

With the Copilots System you no longer have to worry about:

  • Integrating and paying for dozens of systems
  • Outdated marketing tactics
  • Following up with all your prospective clients manually

Our Copilots System Has Options

Your business needs marketing technology that supports you at every stage of your business. Both short-term wins and long-term growth have a place in our strategy. You need a system that does the heavy lifting in your marketing as sales processes.


Industry-Specific Setup

Full Mobile App (Android & iOS)

Unlimited Contacts

SMS, Email, Google My Business, Webchat, and Facebook Messenger Communication All in One Place!

Webchat Widget for your site

Sales Team Organization and Accountability

Calendar and Calendar Integration (Google or Outlook)

Customized CRM

Sales Pipelines

Text to Pay Integrations

Email Marketing

Embeddable Forms and Surveys

Drag and Drop, “No-Code”, Sales and Marketing Funnel Builder with Unlimited Funnels

Local Marketing Knowledgebase


Everything included in Standard PLUS:

Membership Area for courses and customer programs

Drag and Drop, “No-Code” Website Builder

Full Automation Workflows

HTML Email Builder

Trigger Link and Webhooks

SMS & Email Quick Response Templates

All Reporting: Paid Ads, Analytics, Call Tracking, Attribution

One FREE Month of a Copilots “On-Demand” Marketing Service of your Choice (A $500-750 Value)

One FREE Sales Funnel Build (A $750 Value)

Why Copilots?

We are your “Copilot” every step of the way when it comes to providing the tools, knowledge, and services to grow your local business.

  • Powerful software systems at affordable prices
  • Options that allow you to start small and grow as you need.
  • No long term commitments or contracts, all of our software tools and marketing services are month to month (or paid annually) 
  • 14-Day Free Trial with all of our software systems!
  • A true marketing system, not just some ads or a bunch of Facebook posts, but a true growth hacking system designed for your success

A Quick Demo:

This quick demo of Copilots Premium will show you the basics of the software and why it’s going to change how you take care of your future and current customers.

  • How a customer could begin their journey with your business
  • Your dashboard, what’s going on with your customer acquisition and sales process
  • Where are your leads are coming from?
  • An automated and manual conversation from start to finish.

Request a Full Demo with a member of our team!

Leadership Team

Copilots Agency was founded by husband and wife duo, Tyler and Morgan Baumgardner. After working in Mechanical Engineering and Marketing, respectively, they decided to start Copilots Agency.

While working with a diverse client base, providing lead generation and marketing services, they discovered that many businesses lacked a true system to keep up with the leads they were getting. They found that many great local businesses were letting leads slip through the cracks and missing out on a lot of great customers.  Here at Copilots we are driven to create the software tools, D.I.Y. Knowledge, and On-Demand marketing services that help you grow and scale your business in the competitive digital landscape.

Tyler Baumgardner

Tyler Baumgardner

CEO and Co-Founder

Morgan Baumgardner

Morgan Baumgardner

COO and Co-Founder

Want to Learn More About Copilots Agency?

Drop us a line below and we’ll be in touch! 

Reach Us:


Hours: M-Th 9-5 Pacific