Course Outline
Module 1: Foundations & Governance – Copilot in the Sales Workflow
- Practical productivity drivers: Identifying where Copilot 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 for protecting sensitive customer information.
Module 2: Pre-Meeting Mastery & Account Intelligence
- Prospect and industry research: Rapidly extracting context and analyzing competitors.
- Automated conversation synthesis: Summarizing long Outlook email threads and past Microsoft Teams chats.
- Generating pre-call briefs, discovery question frameworks, and key talking points.
Module 3: High-Impact Client Communication & Proposal Drafting
- Drafting persuasive follow-up emails, responses to inbound requests, and objection-handling strategies in Outlook.
- Accelerating proposal creation in Word with seamless alignment to corporate templates and branding.
- Adjusting tone, negotiation style, and dynamic personalization at scale.
Module 4: Teams Meeting Intelligence – From Conversation to Action
- Real-time meeting assistance: Catching up on missed context without disrupting the client.
- Automated meeting notes: Capturing decisions, objections, pricing discussions, and action items.
- Instant post-meeting documentation: Creating differentiated internal summaries for the team and polished recaps for clients.
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data exploration: Asking natural-language questions about pipeline status, deal stages, and conversion rates.
- Tracking individual and team performance to identify 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 output: Each participant creates 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: Implementing immediate changes to secure ROI.
- Open Q&A session, individual troubleshooting, and course retrospective.
Requirements
-
Basic to intermediate proficiency with standard Microsoft 365 tools (Outlook, Word, Teams, and Excel).
-
An active Microsoft 365 Copilot license assigned to the participant's enterprise account (recommended for hands-on exercises).
-
Active involvement in sales activities, account management, lead qualification, or sales reporting.
-
No prior experience in coding, prompt engineering, or advanced technical backgrounds is required.
Audience
-
B2B Sales Representatives, Account Executives, and Business Development Representatives.
-
Key Account Managers and Customer Success Specialists managing frequent client communications and complex accounts.
-
Sales Directors, Team Leads, and Commercial Managers looking to streamline team operations and analyze sales pipelines.
-
Bid & Proposal Specialists responsible for developing offers, pitches, and custom sales materials.
Testimonials (2)
i already have some reports that i know, i will use some of the prompts that looked at today
Kelly Cotham
Course - Copilot for Finance and Accounting Professionals
Learning and creating of agents.
