Course Outline
Module 1: Foundations & Governance \u2013 Copilot in the Sales Workflow
- Practical efficiency gains: Identifying where Copilot saves time versus where human discretion remains essential.
- Understanding limitations, recognizing hallucinations, and verifying AI-generated outputs.
- Data privacy, GDPR compliance, and enterprise governance for protecting sensitive client information.
Module 2: Pre-Meeting Mastery & Account Intelligence
- Researching prospects and industries: Quickly extracting context and analyzing competitors.
- Automated conversation review: Summarizing long Outlook email threads and previous Microsoft Teams chats.
- Creating pre-call briefs, structuring discovery questions, and preparing key talking points.
Module 3: High-Impact Client Communication & Proposal Drafting
- Drafting compelling follow-up emails, responses to inbound requests, and objection-handling templates in Outlook.
- Speeding up proposal creation in Word while maintaining alignment with corporate branding and templates.
- Refining tone, negotiation style, and personalized messaging at scale.
Module 4: Teams Meeting Intelligence \u2013 From Conversation to Action
- Real-time meeting support: Staying on track and catching up on missed context without disrupting the client.
- Automated note-taking: Recording decisions, objections, pricing discussions, and action items.
- Immediate post-meeting documentation: Generating distinct internal summaries for the team and polished recaps for clients.
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data querying: Asking natural-language questions about pipeline health, deal stages, and conversion metrics.
- Performance monitoring: Tracking individual and team results to pinpoint bottlenecks and high-performing areas.
- Producing executive summaries, trend predictions, and board-ready visual reports.
Module 6: Hands-On Production Workshop - Real-World Sales Scenarios
- Interactive case studies reflecting actual deal pipelines and routine sales tasks.
- Guided prompt engineering: Developing, testing, and optimizing role-specific prompt sequences.
- Personalized output: Each participant creates their own "Daily Copilot Playbook."
Module 7: Team Prompt Repository
- Establishing and standardizing a shared team prompt library, including sales templates, objection-handling scripts, and briefing cards.
- Implementation roadmap: Strategies for immediate deployment to maximize ROI.
- Open Q&A, individual troubleshooting support, and course review.
Requirements
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Familiarity with core Microsoft 365 applications such as Outlook, Word, Teams, and Excel at a basic to intermediate level.
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An active Microsoft 365 Copilot license linked to the participant's organizational account (ideally required for practical exercises).
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Regular involvement in sales functions, including account management, lead qualification, or sales reporting.
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No prior experience in coding, prompt engineering, or advanced technical fields is necessary.
Intended Audience
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B2B Sales Representatives, Account Executives, and Business Development Representatives.
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Key Account Managers and Customer Success Specialists who manage frequent client interactions and complex accounts.
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Sales Directors, Team Leads, and Commercial Managers seeking to optimize team workflows and analyze sales pipeline data.
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Bid and Proposal Specialists tasked with developing offers, pitches, and customized sales presentations.
Testimonials (1)
i already have some reports that i know, i will use some of the prompts that looked at today
