Course Outline
Module 1: Foundations & Governance – Copilot in the Sales Workflow
- Practical productivity insights: Identifying where Copilot saves significant time versus where human judgment remains essential
- Understanding limitations, awareness of hallucinations, and the critical need for verifying AI-generated content
- Data privacy, GDPR compliance, and enterprise data governance strategies to protect sensitive customer data and confidentiality
Module 2: Pre-Meeting Mastery & Account Intelligence
- Prospect & industry research: Rapidly extracting context and conducting competitor analysis
- Automated conversation synthesis: Digesting long email threads in Outlook and historical 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 copies in Outlook
- Accelerating proposal creation in Word with seamless alignment to corporate templates and branding
- Refining tone of voice, negotiation styles, and implementing dynamic personalization at scale
Module 4: Teams Meeting Intelligence – From Conversation to Action
- Real-time meeting assistance: Catching up on missed context without disrupting client interactions
- 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 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
- Individual and team performance tracking: Identifying pipeline bottlenecks and high-performing segments
- Generating executive summaries, trend forecasts, and board-ready reporting visuals
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 deliverable: 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 scripts, and briefing cards
- Actionable rollout plan: Steps to implement immediately to secure ROI
- Open Q&A session, individual troubleshooting, and course retrospective
Requirements
-
Basic to intermediate proficiency with standard Microsoft 365 tools, including 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 coding, prompt engineering, or advanced technical background is required.
Audience
-
B2B Sales Representatives, Account Executives, and Business Development Representatives
-
Key Account Managers and Customer Success Specialists managing frequent client interactions and complex accounts
-
Sales Directors, Team Leads, and Commercial Managers seeking to optimize team operations and perform data analysis on sales pipelines
-
Bid & Proposal Specialists responsible for developing offers, pitches, and custom sales decks
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.
