Course Outline
Module 1: Foundations & Governance – Copilot in the Sales Workflow
- Practical productivity drivers: Identifying where Copilot genuinely saves time versus where human judgment is essential.
- Understanding limitations, recognizing hallucinations, and critically verifying AI-generated content.
- Data privacy, GDPR compliance, and enterprise data governance (protecting sensitive customer data and confidentiality).
Module 2: Pre-Meeting Mastery & Account Intelligence
- Prospect & industry research: Rapid context extraction and competitor analysis.
- Automated conversation synthesis: Summarizing long email threads in Outlook and past chats in Microsoft Teams.
- Creating pre-call briefs, discovery question frameworks, and strategic talking points.
Module 3: High-Impact Client Communication & Proposal Drafting
- Drafting persuasive follow-up emails, responses to inbound requests, and objection-handling scripts in Outlook.
- Accelerating proposal drafting in Word with seamless alignment to corporate templates and branding.
- Adjusting tone of voice, negotiation styling, and dynamic personalization at scale.
Module 4: Teams Meeting Intelligence – From Conversation to Action
- Real-time meeting assistance: Staying updated on missed context without interrupting the client.
- Automated meeting notes: Capturing key decisions, objections, pricing discussions, and action items.
- Instant post-meeting documentation: Creating differentiated internal summaries for the team and polished recaps for the client.
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data exploration: Asking natural-language questions about pipeline status, deal stages, and conversion rates.
- Individual and team performance tracking: Identifying pipeline bottlenecks and high-performing segments.
- Generating executive summaries, trend forecasts, and board-ready reporting charts.
Module 6: Hands-On Production Workshop - Real-World Sales Scenarios
- Interactive case studies based on actual deal pipelines and daily sales tasks.
- Guided prompt-engineering session: Designing, testing, and refining role-specific prompt chains.
- Individual delivery: Each participant crafts their personal "Day-to-Day Copilot Playbook".
Module 7: Team Prompt Repository
- Building and standardizing a shared team prompt library (including sales templates, objection handling, and briefing cards).
- Actionable rollout plan: Strategies to implement immediately to maximize ROI.
- Open Q&A session, individual troubleshooting, and course retrospective.
Requirements
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Basic to intermediate proficiency with standard Microsoft 365 tools (Outlook, Word, Teams, and Excel).
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An active Microsoft 365 Copilot license assigned to the participant's enterprise account (highly recommended for hands-on exercises).
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Regular involvement in sales activities, account management, lead qualification, or sales reporting.
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No prior coding, prompt engineering, or advanced technical background is necessary.
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 correspondence and complex accounts
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Sales Directors, Team Leads, and Commercial Managers looking to streamline team operations and conduct data analysis on sales pipelines
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Bid & Proposal Specialists responsible for creating offers, pitches, and custom sales decks
Testimonials (1)
i already have some reports that i know, i will use some of the prompts that looked at today
